Finance vice president jobs in Bend, OR

Schnitzer Properties, a dynamic 75-year-old real estate company, is aggressively expanding its 31 million square foot portfolio of properties through $1 billion of industrial development properties and acquisitions in six Western states. Because of this growth, we are looking to add a Vice President, Senior Counsel to help build on this success. This is a fabulous opportunity to work with the best and the brightest in commercial real estate! We want all new positions to be filled with individuals who are driven by excellence and looking for a long-term career. In 75 years, Schnitzer Properties has never had a default or missed a payment to anyone! We have offices in Seattle, Portland, San Francisco, Sacramento, Las Vegas, San Diego, Phoenix, and Tucson. Our staff of almost 270 professionals are nearly all long term and are prepared to work for a company that has a family first philosophy - meaning your family always comes first and your Schnitzer Properties family is always there to support you. The Vice President, Senior Counsel for our Retail Department will provide legal guidance and support to the Company and its respective teams in connection with all facets of its business including but not limited to leasing, property management, development, acquisitions, and finance in connection with all retail properties in the Company's portfolio. Essential Functions/Tasks: Provide legal support for leasing, property management, acquisitions, finance, and other departments as needed. Negotiate and draft letters of intent, leases, exhibits, amendments, assignments, termination agreements, licenses, SNDAs, estoppels and any other necessary legal documentation. Assist with negotiations of leases and other agreements with tenants and vendors. Draft and negotiate amendments to existing CCRs, easements and other recorded documents on retail properties as necessary. Review existing leases and update lease provisions. Assist with retail leasing matters including preparing legal abstracts, outlining and tracking critical dates, and updating leases. Assist property managers with lease disputes with tenants. Communicate frequently with SVP - Retail and AVP, Retail Leasing on prioritizing legal work. Regularly update templates to improve provisions and ensure compliance with laws. Assist with acquisitions of retail properties including reviewing leases, creating legal abstracts, and drafting memos outlining critical issues with existing leases. Assist with Legal Department needs. Experience, Training, Skills Required: Minimum 10 years practicing commercial real estate law, specifically with retail properties, with thorough understanding of contract/finance law and real estate transactions (acquisitions, leasing, financing, and property management). Experience in drafting documents and agreements related to the real estate industry. Ability to analyze and interpret complex lease clauses. Excellent communication skills. Ability to handle heavy workload and shift priorities on a regular basis. Draft complete, concise and high quality written legal documents. License or Certificate Required: Admission to and in good standing with the Oregon State Bar. Education: Juris Doctor Degree. Bachelors Degree. Travel Requirements: Limited travel to properties or regional offices may be required. Schnitzer Properties offer a full benefits package with medical, dental, vision, 401k, and FSA options as well as vacation, sick, and holiday pay. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Will Leather Goods and its Nike Accessory division seeks an experienced CFO with a deep understanding of operations, to lead its financial and operational strategy. This role is ideal for a hands-on, strategic leader, entrepreneurial, thinker and leader who can bring structure and scalability to a creative, founder-led business. You'll partner closely with the CEO and leadership team to drive growth, improve efficiency, and ensure long-term financial health while honoring the brand's craft and authenticity. This is an onsite position in Eugene, OR. Relocation is possible for the right candidate. About the CFO You're both analytical and intuitive and can roll up your sleeves and execute. You bring financial rigor, operational clarity, and a deep respect for craft and story-foundational to our business. You're ready to help guide Will Leather Goods, a small family-owned company, and its Nike Accessory division, into its next chapter of sustainable growth. Key Responsibilities Oversee all financial operations, including planning, forecasting, budgeting, and analysis. Lead company operations across supply chain, production, logistics, and retail. Manage cash flow, P&L performance, and margin optimization. Implement systems and processes that support scale and efficiency. Build strong teams and align departments toward shared business goals. Develop key metrics to track performance and guide strategic decisions. Foster a culture of accountability, creativity, and collaboration. Qualifications 10+ years in senior finance leadership roles. Proven track record in consumer goods, retail, or lifestyle brands. Strong financial and operational acumen with P&L responsibility. Experience optimizing supply chain, production, and inventory management. Hands-on, entrepreneurial mindset; thrives in fast-moving environments. Ability to balance creative brand values with business discipline. Experience partnering with founders or leading within family businesses is a plus.

Job Title: Registered Nurse - Intermediate Care Unit (IMCU) (Perm) We are seeking a dedicated and experienced Registered Nurse to join our Intermediate Care Unit (IMCU) at Bay Area Hospital in Coos Bay, Oregon. This position offers the opportunity to provide high-quality patient care within a supportive, community-focused environment. The IMCU handles patients requiring a higher level of monitoring than a general medical-surgical unit but not intensive care, offering a challenging and rewarding environment for professional growth. Key Responsibilities: Deliver comprehensive nursing care in accordance with the Oregon State Board of Nursing scope of practice, utilizing the nursing process to assess, plan, implement, and evaluate patient care. Collaborate effectively with interdisciplinary team members to coordinate patient treatment plans and ensure optimal outcomes. Educate patients and their families about health conditions, treatments, and ongoing care needs. Document all patient interactions accurately and thoroughly in the electronic medical record system. Respond promptly and effectively to patient crises or emergencies, applying critical thinking and problem-solving skills. Monitor and manage patient vital signs and clinical data, escalating concerns as appropriate. Qualifications and Skills: Valid Oregon State RN license. Basic Life Support (BLS) certification required. Demonstrated ability to read, write, and communicate effectively in English. Strong critical thinking, clinical judgment, and problem-solving skills. Flexibility and adaptability to rapidly-changing patient needs and unit priorities. Proven teaching skills for patient and family education. Proficiency in electronic health record systems and general computer skills. Punctuality, reliability, and consistent attendance. Compensation & Benefits: Competitive hourly rate between $45.00 - $71.00, based on experience and union classification (non-negotiable). Union position with structured pay scale. Relocation assistance available for qualified candidates. Robust benefits package including: Health, Dental, Vision, and Prescription coverage. Medical and wellness clinics offering care for employees and their families. Generous Paid Time Off (PTO) and Child Care Benefits. Tuition Assistance and Employee Engagement Programs. Short and Long-Term Disability Insurance. Life Insurance and Employee Assistance Programs. 4% match on 401(k) retirement plan. Work Environment & Location Highlights: Scenic, low-traffic commute options from nearby communities such as Reedsport, Bandon, Coquille, Myrtle Point, and North Bend, all within approximately 30 minutes of the hospital. This role offers a fulfilling opportunity for professional development within a supportive hospital environment committed to community health. If you are a compassionate RN with a commitment to quality patient care, we encourage you to apply.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Kyndryl Consult is the fastest growing business within the organization and instrumental to the company's strategic growth objectives. You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within Kyndryl's largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. This role is focused on delivering digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, collaboration, and overall digital experience. As a Consult Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure sustained growth and profitability, managing margin expectations and backlog growth + Support the identification, pursuit and conversion of a pipeline of business development opportunities + Undertake scoping and fee negotiation on engagements, while enduring profitability and understanding and containing risk + Apply consultative judgment to accurately scope work, negotiate fees, and draft Statements of Work (SOWs) that align with client needs and enable rapid delivery. + Leverage a proven track record of consulting and selling digital workplace services, managing large client portfolios and driving revenue growth. **Client Engagement:** + Consult, advise, and deliver technology-centric DWS consulting engagements with new and existing Kyndryl clientele, focusing on enhancing client HR, IT service management, collaboration, contact center, and employee experience functions across the enterprise. + Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives and opening doors with existing relationships to accelerate sales cycles. + Lead C-level client interactions and consulting initiatives, deliverables, and outputs of deal engagements, demonstrating credibility and expertise. + Demonstrate a deep understanding of discovery, design, and deployment processes to guide clients through digital workplace transformations. + Anticipate and articulate future challenges in digital workplace services, including those driven by Copilot, agentic AI, and evolving office models, to position Kyndryl as a strategic partner. + Bring consulting experience-preferably in the Banking and Financial Services space-to tailor engagements that resonate with industry-specific needs and priorities. + Enhance client satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; secure client references. **Operational Excellence:** + Achieve individual and team utilization targets + Lead the design of complex engagements and take responsibility for oversight of delivery, ensuring high performance and customer satisfaction **Leadership, Management, People:** + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and innovative and supportive for each other. At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed **Strategic Contribution:** + Drive Kyndryl's delivery capability with new and existing clients by leading DWS-focused transformation programs, services and implementations centered on Collaboration, Virtualization, Contact Center, Employee Experience, and related DWS offerings. + Utilize industry and technology expertise to shape and drive the company's strategic initiatives. + Align with Kyndryl's strategic vision and contribute to its execution. + Drive external eminence and innovation, establishing a strong personal and organizational brand in the industry. + Proactively develop thought leadership and intellectual capital Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** Who You Are You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills and Experience** + Candidates with consultative expertise to articulate Digital Workplace challenges and advise on strategies addressing trends like Copilot, Agentic AI, and the future of work are strongly encouraged to apply + Experience in discovery, design, and deployment of Digital Workplace solutions using technologies including, but not limited to Microsoft M365, Intune, AVD, Copilot, Viva, ServiceNow ITSM, Amazon Connect, and Google Suite strongly preferred. + Extensive experience in client engagement and relationship management at the CXO level + Demonstrable ability to build and commercialize relationships with senior executives + Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment + Expertise in mergers and acquisitions (M&A) integration within the Digital Workplace context would be a plus + Effective financial acumen with experience in driving revenue growth and managing margins + Experience of managing or supporting high-value business development activities with senior stakeholders + Sound personal brand and eminence in the Banking and Financial services industry preferred + Demonstrated ability to innovate and drive change **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City: $191,040 to $343,920** **Washington: $175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

JOB TITLE: Finance Operations Manager FLSA: 1 FTE Exempt (expectation to work 40 hours per week) SUPERVISOR: Chief Financial Officer Pay Grade: B16 ($106,500 - $165,100 annually, depending on experience) *** $5,500 Hiring Bonus!! (2 year Commitment, Staggered-taxed Payout) Community Counseling Solutions provides a team-based Servant Leadership environment! Located in Eastern Oregon with year-round recreation based near the Columbia River and at the base of the Blue Mountains. Big city amenities in rural family-oriented communities. Apply Directly at ********************************** Our mission is to provide dynamic, progressive, and diverse supports to improve the well-being of our communities and we're looking for motivated employees to help us continue our vision! CCS has a benefit package including, but not limited to: Health, dental and vision insurance 6% initial 401K match Potential for tuition reimbursement Paid vacation tiers ranging from accrual of 1 day to 4 days per month (Annual rollover cap of 220 hours, additional hours can be paid out at 50% at the end of the fiscal year) 9 Paid holidays, Community service day Floating holiday & 2 mental health days provided after 1 year introduction Workplace Flexibility schedule options available (work from home hours vary by position & schedule) Exempt employees receive additional admin leave & work from home hours Relocation Benefit of up to $4,000 if moving over 100 miles, $ depending on distance. This is available to be included w/ job offer Employee Assistance, Wellness Benefits, Dependent Care & Long-Term Disability Insurance DESCRIPTION The Finance Operations Manager is responsible for managing the financial health of CCS in order to promote success and growth while maintaining legal financial practices. The duties include financial planning to determine how to pay off liabilities and grow the business, reviewing financial documents to ensure tax-compliance and collaboration with other departments to achieve monetary goals. Prepare CCS activity reports, create financial forecasts and brainstorm ways to maintain or reduce company costs. Investigate ways to improve profitability and analyze business opportunities. This position will maintain the highest level of integrity and confidentiality at all times. SUPERVISION Supervision Received This position works under the supervision of the CFO. Supervision Exercised This position supervises Sr. Accountant, Accounts Payable & Accounts Receivable & Accounting Specialist. RESPONSIBILITIES •Supervise the preparation of quarterly and annual account reconciliations, monitor, and enforce compliance with tax and financial reporting standards and assist with cash flow forecasting. •Oversee the operations and development of the organization's finance departments including creating and reviewing policies, budgeting, recruiting, training, and conducting regular assessments of financial procedures. •Supervise the preparation of quarterly and annual account reconciliations, monitor, and enforce compliance with tax and financial reporting standards and assist with cash flow forecasting. •Advise colleagues and executive management on decisions related to the organization's finances. • Supervise the documentation of the organization's financial status and forecasts. • Mediate between the organization, employees and stakeholders on financial issues for amicable resolution of differences. • Create strategic business plans based on the analysis of the organization's status and financial forecasts. • Other duties as assigned. Requirements QUALIFICATIONS Education and/or Experience A bachelor's degree in finance, accounting, business administration, or a related field with at least 5 years of broad financial experience; OR an associate degree in a related field with 7+ years of broad financial experience; OR a minimum of 9 years of broad financial experience in lieu of a degree. Two years of supervisory experience is required, and preference will be given to candidates who have worked for or in partnership with nonprofit organizations. Understanding of accounting concepts, financial reporting standards and best practices. Proficiency in Excel and Word required. Experience with accounting software, statistical analysis tools and other industry-specific prediction applications. Certifications Professional finance/accounting certification preferred. Other Skills and Abilities • Knowledge of financial analysis and strategy. • Excellent verbal and written communication and presentation skills. • In-depth knowledge of financial reporting standards, tax regulations and industry legislation. • Analytical skills. • Attention to details. • Interpersonal skills. • The position requires the handling of highly confidential information. Must adhere to rules and laws pertaining to client confidentiality as well as agency standards for employee and agency confidentiality. •Must have good spelling and mathematical skills. •Good organizational and time management skills are essential. •Must have in-depth knowledge of standard office equipment. •Must be able to communicate effectively in both written and oral formats. Must have the ability to present and exchange information internally across teams and co-workers, and externally with customers and the public. CRIMINAL BACKGROUND CHECKS Must pass all criminal history check requirements as required by ORS 181.536-181.537 and in accordance with OAR 410-007-0200 through 410-007-0380. Must pass a monthly check against the OIG and GSA exclusion lists, as well as other federal and state agency lists. If employee, volunteer or contractor is excluded or sanctioned it is grounds for immediate termination of employment, volunteering, or contract. PERSONAL AUTO INSURANCE Must hold a valid driver's license as well as personal auto insurance for privately owned vehicles utilized for CCS business such as client service purposes, travel between business offices and the community, to attend required meetings and trainings. Must show proof of $300,000 or more liability coverage for bodily injury and $100,000 or more in property damage and maintain said level of coverage for the duration of employment at CCS. The employee's insurance is primary with CCS insurance being secondary. CCS reserves the right to deny any employee the use of a vehicle owned by CCS. PHYSICAL DEMANDS While performing the essential duties of this job, the employee is regularly required to use office automation including computer and phone systems that require find manipulation, grasping, typing and reaching. The employee is also regularly required to sit; talk and hear; use hands and fingers and handle or feel. The employee is occasionally required to stand; walk; reach with hands and arms; stoop; kneel and/or squat when adjusting equipment or retrieving supplies. The employee may occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, distance vision and the ability to adjust focus. WORK ENVIRONMENT Work is performed in an office environment and the noise level is usually moderate, but occasionally may be exposed to loud noise such as raised voice levels and alarms. This position may be exposed to the everyday risks or discomforts which require normal safety precautions typical of such places as an office (i.e. moving mechanical parts, airborne particles, electrical shock, etc.). Community Counseling Solutions IS AN EQUAL OPPORTUNITY EMPLOYER MEMBER OF NATIONAL HEALTH SERVICES CORPORATION Salary Description $106,500-$165,100 annually,depending on experience

Campbell Global, a subsidiary of J.P. Morgan, is a renowned global investment manager specializing in forestland. Based in Portland, Oregon, we have nearly 40 years of experience in managing 5.5 million acres worldwide for various institutional investors. As part of the Alternatives platform within Asset Management, we offer a unique opportunity in the field of forestland management and value creation. As a Fund Controller within the Alternatives platform of Asset Management at Campbell Global, you will play a crucial role in launching and overseeing the development of daily accounting, financial reporting, and coordination with professional service providers for our new private equity fund. You will work closely with our Controller and Director of Accounting to ensure the organization's Accounting function is top-notch. Your key responsibilities will include ensuring accurate valuation of the fund, managing the Fund's general ledger, fulfilling reporting requirements, overseeing the precise completion of the financial statements, and ensuring the accurate completion of day-to-day functions. Job Responsibilities Prepare timely and accurate Net Assets Values (NAV), financial statements (income and expense accruals), commitments and other fund accounting output for subsequent review Review all Cash, AP and AR activities and monitor P&L accounts and activities to ensure accuracy and investigate any unusual variances and transactions. Work in partnership with the investment and analysis team to produce portfolio management information Work cross-functionally with other departments (Client Accounting, Legal Entity Controllers, Operations, Legal, etc.) and assist in any ad-hoc requests from management or other departments. Reconcile and oversee the work of staff and ensure that the reporting to institutional investors and private clients is completed in an accurate and timely manner Lead the completion of the Annual Financial Statements and audit Lead regulatory reporting across all relevant jurisdictions Lead tax related analysis and associated work Conduct other tasks in the effective running of the business and future growth initiatives. Represent Campbell Global at all levels while maintaining positive public relations. Required qualifications, capabilities and skills 5 years+ of progressive experience performing fund accounting and financial reporting Strong knowledge of financial reporting standards including U.S. GAAP and IFRS Experience reviewing portfolio company financials and valuation models Ability to work cross-functionally and respond to various stakeholders needs Skilled in contributing and bringing value to management meetings and committees Advanced communication skills, both oral and written Attention to detail and accuracy Excellent analytical and problem-solving skills Proactive worker who can work independently and resourcefully Outstanding time management and communication skills Bachelor's Degree in Accounting or Finance Preferred qualifications, capabilities and skills 1 year + of supervisory experience including direct supervision, coaching and mentoring CPA certification or equivalent preferred

Exceptional Director, Financial Accounting is opening due to retirement.This law firm proudly offers a culture that encourages work life balance, mutual respect, and professional courtesy.Projected weekly hours: not less than 24 hours nor exceeding 32 hours weekly (depending on month/ year end etc) Flexible start date Full benefits for employee & paid parking downtown provided.Direct Hire - downtown Portland, OR location IN BRIEFThe Director leads and ensures the integrity of the Financial Accounting function for the firm.Reports to, and supports, the Partners while working closely with Director of Operations/ HR and Director of IT.Will train onsite, and in the future may transition to hybrid OR can remain 100% on-site with flexibility in schedule. This is NOT a 100% remote role. Summary of key areas of responsibility for this position (including but not limited to): * Management and oversight of the firm's day-to-day financial and accounting operations to ensure sound financial management and internal control practices * Develop an in-depth understanding of the firm's business model, partner and employee compensation structure, and client payment history * Manage, mentor, and develop accounting staff of two to three employees * Cash flow management; Accounts receivable oversight including the preparation of monthly aging reports * Accounts payable monitoring including review and approval of all firm invoices * Financial reporting; Budgeting and forecasting * Compile and interpret financial information to improve performance, efficiency, and decision making across all departments * Influence executive decisions with accurate data and well thought out recommendations * Calculate partner formula calculations and make distribution recommendations * Hands-on responsibility for monthly payroll processing and submission * 401(k) plan administration * Billing rate administration * Year-end cashflow, distribution, and tax planning * Oversight of financial accounting systems, procedures and protocols implementing improvements as needed Manage: * Employee benefit plans, including health and life/disability insurances. Ensure cost-effective renewals are negotiated. * Contracts for research databases, on-line subscriptions, and other operational contracts come up for renewal. Ensure cost-effective renewals are negotiated. * Periodic technology renewals as well as large technology outlays. Ensure cost-effective purchases and renewals are negotiated. Primary Contact For: * External CPA firm for tax * Banking relations * Insurance and risk management brokers Financial accounting professionals who are interested must currently reside in the Portland/ Metro area. Seeking to make long-term commitment in a part time role (24-32 hours weekly) Bachelor's degree in Accounting or Business Administration CPA and/ or Masters Degree preferred 7-10+ years of progressive financial accounting experience preferably within a professional services organization with billable hours Skilled in mentoring, managing, and developing accounting staff -- fostering inclusion & cohesion Hands-on experience managing accounting and billing systems Experience with cash management, financial reporting, and budget & forecasting administration Partners effectively across departments with an emphasis on initiating collaboration Detailed, organized, and able to be discreet and maintain a high level of confidentiality Strong written and oral communication skills Advanced Excel skills and technically proficient in learning new software To learn more about Reliant Search, please visit our website at ********************* or contact us directly to discuss your career possibilities. ABOUT US Reliant Search is a highly reputable search firm representing clients who are primarily exclusive. We have long-standing relationships, know our clients well, and provide a thorough interview/ hire process to ensure a strong all around match.

CHIEF FINANCE OFFICER RESPONSIBLE TO: Deputy CEO SALARY: Step Range: 43 ($101,135) -62 ($177,341); Full Benefits CLASSIFICATION: Professional/Management, Regular, Full-Time 3949 South 6th Street Klamath Falls, OR 97603 BACKGROUND: Comprehensive POSITION OBJECTIVES The Chief Financial Officer is responsible for ensuring that all financial systems are in place and function effectively and that the organization has all the financial and statistical information necessary to operate effectively. The Chief Financial Officer is responsible for developing new initiatives for long-range business plans and forecasts to ensure that Klamath Tribal Health & Family Services is positioned to meet the future healthcare costs for meeting the needs of the clients. This position will be responsible for organizing and directing the daily financial accounting reports and financial activities related to grants, contracts and co-operative agreements. The main emphasis will be the reporting and maintenance of financial records; accuracy of data; year-end close out; and participation in the annual audit. The Chief Financial Officer is responsible for the structure and organization of the Finance Department and the Billing Offices. The Chief Financial Officer will provide direct supervision of the Controller, Senior Finance Director, the Business Office Manager and the Pharmacy Billing Supervisor MAJOR DUTIES AND RESPONSIBILITIES 1. Manage and direct the Finance Department and Billing Offices to ensure well-regulated and effective operation of all financial and billing transactions. Perform overall work planning, establish work schedules and priorities, assign and review work. Discuss the progress of the work and any problem areas. Keep employees informed of management policies and goals. 2. Provide direct supervision of the Controller and Senior Finance Director in performing the daily finance and accounting tasks for the organization. 3. Provide direct supervision of the Business Office Manager and the Pharmacy Billing Supervisor in performing the daily billing tasks and management of third-party revenue. 4. Prepare annual operational budgets in collaboration with C-suite personnel and Department Directors. Assist KTH&FS Department Directors and Managers in analyzing various financial and budget reports. 5. Ensure the accurate completion of all funding agencies' monthly, quarterly or closing financial reports, as required. Ensure reports are prepared and submitted in a timely manner. Certify and submit the quarterly FFR-425 prepared by the Controller for the 638 programs. 6. Provide timely, complete and accurate financial status reports and analysis for presentation to the Deputy CEO, Tribal Council and Health Advisory Committee. Participate in the Annual Priorities planning each year with Tribal Admin CFO and Tribal Treasurer. 7. Ensure that accounting transactions are properly classified, and all appropriate balance sheet accounts are reconciled monthly, in order to provide reliable financial reports in a timely manner. 8. Provide a monthly review of each department's processes to ensure that all source documentation matches the purchase order requirements, contractual compliance and to ensure that account code distribution is correct. 9. Review financial reports and general ledger accounts; write adjusting entries when necessary. 10. Develop and implement financial policies and procedures necessary for all KTH&FS program operations for proper internal control and to safeguard assets. Work closely with Chief Operations Officer to ensure HR processes are in compliance with 638 regulations for single audit. 11. Coordinate operations and planning, which includes but is not limited to, developing the Finance Operations Manual and ensuring SOPs are updated as technology or processes undergo change. 12. Review the classification of expenses, revenues and applicable credits to departments and consolidate plan submissions for system wide financial statements. 13. Provide monthly financials to Deputy CEO and/or delegates, and Tribal Treasurer, including operational activity, grant activity, tribal fund activity, and the income summary and balance sheet by funding source. Ensure department managers are receiving the budget to actuals for their respective department activity on a monthly basis, including salaries, fringe, supplies, sub-contracts, and any other expenditures. 14. Assist the Deputy CEO in the coordination of federal contract negotiations and in monitoring financial compliance issues with grants and contracts. 15. Develop and streamline cost center plans in collaboration with the senior finance personnel to monitor performance and activity for each granting or contract agency. 16. Coordinate investments, banking, borrowing and related activities. Establish and maintain effective relations with appropriate institutions, recommend spending and investment strategies for the organization. 17. Analyze the Federal budget and related legislative processes, and keep the organization informed on matters relating to and affecting KTH&FS and the Klamath Tribes as a whole. 18. Perform complex year end accounting work in preparation for the annual audit, including self-funded revenue and insurance claim expenditure recognition, and final closeup of departments or funds requiring interfund transfers and claim on cash/due to/from adjustments. Ensure books are ready to begin audit before submittal of trial balance and GL detail. 19. Assist the auditing agency with project planning for the annual audit and serve as an escalation point for necessary investigations, documentation and pending audit findings not resolved by the Controller Submit MD&A to the auditors prior to first draft submittal. 20. Work closely with the Billing Offices to coordinate Third Party reimbursement functions, including acting as liaison with reimbursing agencies and collections; ensuring compliance with all reporting requirements related to cost reports and monitoring of the computation of contractual agreements. 21. Report on activity of all investments, including accurate recording of all interest earned. 22. Take an active role in Benefits Committee work, including regulatory compliance requirements, analyzing financial impact of benefits for review, self-funded medical and dental reserve monitoring and respective plan performance. Work with other Tribal Entity CFOs to coordinate timely payments and reconciliations. 23. Develop and implement an internal audit program; to ensure adequate controls are in place for grant compliance and preparation for the annual financial statement and single audit. 24. Coordinate and facilitate short and long-term financial forecasting and planning. 25. Attend monthly budget committee meetings, ensure budgets are presented timely, and support finance personnel in meeting facilitation to ensure operational progress with governance approvals. 26. Prepare, submit and negotiate an annual Indirect Cost Rate Proposal to obtain an approved annual federal indirect cost rate. Ensure submittal is performed in a timely manner to prepare for the upcoming year's organizational budget preparation. 27. Prepare and submit the Annual Medicare Cost Report. 28. Prepare and submit an OMAP Rural Health Center Encounter Rate Proposal, as necessary. 29. Work closely with the Chief Operations Officer, the IST Director and the HR Director to advise, collaborate and coordinate technological improvements for best practice of administrative functions. Streamline interdepartmental processes for efficient and effective operations across departments, as related to the Finance function. 30. Like all employees of the Klamath Tribes, the incumbent will be called upon to accomplish other tasks that may not be directly related to this position, but are integral to the Klamath Tribes' broader functions, including but not limited to, assisting during Tribal sponsored cultural, traditional, or community events that enable the successful operation of programs and practices of The Klamath Tribes as aligned with The Klamath Tribes' Mission Statement. Some of these tasks may be scheduled outside of regular work hours, if necessary. SUPERVISORY CONTROLS Work is performed under the supervision of the Deputy CEO. The supervisor assigns work in terms of overall objectives and priorities. The normal flow and nature of the assignments usually determine daily assignments. Employees work independently, resolving normal conflicts according to established procedures and past experience. Employee exercises initiative in researching answers and solving problems based upon previous training, experience and instructions. The Chief Financial Officer outlines the overall Tribal Health Finance Department and Indian Health Service program objectives and priorities, time limits and the financial and personnel resources available. KNOWLEDGE, SKILLS, ABILITIES Thorough knowledge of accounting principles and practices, i.e. Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB); including a broad level of understanding of accounts payable, payroll, accounts receivable, property, purchasing, and risk management. Knowledge of federal grant and contract administration with a thorough knowledge of fund accounting. Management skills in policy formulation, program development, staff direction, supervision, and training and development of organizational plans. Ability, knowledge, and skill to prepare and administer program budgets to provide financial guidance and assistance for individual programs. Ability to communicate orally and in writing. Must be able express her/himself in a clear and concise manner for the purposes of correspondence, reports and instructions. Good public relations and interpersonal relationship skills. Able to meet with a variety of individuals in a professional manner, using tact, diplomacy and mature judgment. Ability to perform work and accomplish tasks following specific procedures in accordance with established policies, procedures, practices, and priorities of the department. This includes the ability to plan and organize work and seek information and assistance from other sources as necessary, making decisions based on experience. Experience in computerized fund accounting and budget systems; preferably MAS90/200 and spreadsheets (Excel). Ability to maintain strict confidentiality of information. Ability to maintain strict confidentiality of medical records and adhere to the standards for health record-keeping, HIPAA and Privacy Act requirements. QUALIFICATIONS, EXPERIENCE, EDUCATION Minimum Qualifications: Failure to comply with minimum position requirements may result in termination of employment. • REQUIRED to possess certification as a Licensed Certified Public Accountant. (Must submit copy with application). • REQUIRED to have knowledge of Generally Accepted Accounting Principles, (GAAP). • REQUIRED to have Five (5) or more years of demonstrated ability to effectively supervise financial personnel. • REQUIRED to have experience in the use of computers and automated financial systems. • REQUIRED to work some evenings, weekends and travel on occasion, as necessary. • REQUIRED to submit to annual TB skin testing and adhere to KTHFS staff immunization policy in accordance with the Centers for Disease Control immunization recommendations for healthcare workers. • REQUIRED to submit to a background and character investigation, as per Tribal policy. Following hire must immediately report to Human Resource any citation, arrest, conviction for a misdemeanor or felony crime. • REQUIRED to accept the responsibility of a Mandatory Reporter in accordance with the Klamath Tribes Juvenile Ordinance Title 2, Chapter 15.64 and General Council Resolution #2005 003, all Tribal staff are considered mandatory reporters. Preferred Qualifications: • Knowledge of Government Accounting Standards Board (GASB) is preferred. • Relevant experience working with Indian Tribes and P.L. 93-638 is preferred. • Experience with federal administrative requirements for grants and contracts is preferred. • Experience in preparing consolidated governmental financial statements and related schedules is preferred. Indian Preference: Indian and Tribal Preference will apply, as per policy. (Must submit tribal documentation with application to qualify for Indian Preference). ACKNOWLEDGEMENT This position description is intended to provide an overview of the requirements of the position. It is not necessarily inclusive, and the job may require other essential and/or non-essential functions, tasks, duties, or responsibilities not listed herein. Management reserves the sole right to add, modify, or exclude any essential or non-essential requirement at any time with or without notice. Nothing in this job description, or by the completion of any job requirement by the employee, is intended to create a contract of employment of any type. APPLICATION PROCEDURE Submit a Klamath Tribal Health & Family Services Application for Employment with all requirements and supporting documentation to: Klamath Tribal Health & Family Services ATTN: Human Resource 3949 South 6th Street Klamath Falls, OR 97603 **************************** IT IS THE RESPONSIBILITY OF THE APPLICANT TO PROVIDE SUFFICIENT INFORMATION TO PROVE QUALIFICATIONS FOR TRIBAL POSITIONS. Please Note: If requirements are not met, i.e., submission of a resume in lieu of a tribal application or not including a required certification, your application will not be reviewed and will be disqualified. Indian Preference will apply. In accordance with Klamath Tribal policy, priority in selection will be given to qualified applicants who present proof of eligibility for “Indian Preference”.

Job Title: Business Manager Department: Business/F&I Supervisor: General Sales Manager and/or General Manager Summary Description Helping to provide credit for customers who want to purchase motorcycles. Structure deals that are in compliance with lender guidelines and the dealership policies, resulting in quick funding, and a high level of customer satisfaction and to uphold the highest ethical standards. Products to be sold include pre-paid maintenance, extended service plans, GAP, tire/wheel protection among others. Duties and Responsibilities Produce acceptable levels of revenue and profits for the dealership by selling Finance, Insurance, and Extended Service and Warranty programs to new and used motorcycle customers. Establish and maintain good working relationships with finance sources, factory and other appropriate contracts. Maintain files of active insurance and financial agencies. Proactively recruit and maintain sources for other Finance and Insurance Products. Meet or exceed monthly sales objectives and attain goals. Provide reports as requested. Pursue a continuing programs of formal and informal education in the area of expertise to maintain, strengthen and broaden service. Join any relevant associations. Submit paperwork to/obtain approval from finance sources on all finance deals. Make a reasonable effort to convert cash deals to financed deals by selling the merits of financing versus paying cash. Setup finance forecasting in conjunction with the sales department forecasting to achieve the desired percent of penetration and income. This is to be done on a monthly and quarterly basis. Maintain a Finance & Insurance Logbook. Establish and maintain procedures to ensure timely and proper completion of all related paperwork. Check paperwork for correct title, line information, taxes, etc. Handle all Rate and Payment Quotations. Act as a liaison to all departments in matters concerning Finance & Insurance. Assists and supports overall company policies and procedures and supports the dealership's philosophy. Able to work cross-functionally with all departments with an emphasis on the Sales Department and Service Department. Institute and employ a feature/benefit selling methodology so that all customers receive consistent treatment. Ensure that the delivery of any new or used motorcycle is a “custom experience” that will create a customer for life. Contact customers using mailing lists, tickler files, and personal follow-up to encourage additional sales and ensure customer satisfaction. Demonstrates commitment to the Dealership's Mission Statement and Core Values and acts as a role model to the other Dealership Employees. Handle customer complaints quickly and courteously, demonstration empathy, a positive attitude and our commitment to “making things right”. Perform other related duties as assigned or requested. Supervisory Responsibilities None Qualifications & Job Requirements Confidence in ability to be successful. Great attitude and outstanding work ethic. Ability to work well in a process driven environment. Self-starter and self-motivated. Adhere to a standard of professional ethics and be respectful to customers. Be knowledgeable of state regulations regarding finance and the Fair Credit Reporting Act. Structure deals in accordance with lender and dealership guidelines. Have a strong menu presentation and use the 300% rule at all times. Disclose financial information to customers. Maintain good lender relations and evaluate new lender programs. Prepare weekly and monthly reports as requested by management. Must be computer literate and proficient with Microsoft Office Suite, along with general email/internet. Experience using various Google Drive applications to include but not limited to Google Sheets and Google Docs a plus. 2 years Finance and Insurance experience preferred. Physical Demands Requires the use of both hands. Frequently works on a computer in a typical office environment. Working Conditions The noise level in the work environment is usually loud. Potential exposure to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle service department. Occasionally exposed to exhaust fumes or other airborne particles.

Nestled in the heart of Central Oregon, Sunriver Resort is seeking an experienced and driven Assistant Director of Finance to help lead our financial operations with precision and purpose. This is a unique opportunity to contribute to the success of a premier destination resort, where natural beauty meets exceptional hospitality. The Assistant Director of Finance will direct the overall operation of the Accounting Department to ensure that the established financial goals of the department and property are met or exceeded. They will Oversee staffing and expenditures to ensure that they are administered within the guidelines outlined in the annual business plan or other directives as they are developed. The Assistant Director of Finance will continually exemplify the attributes of the property leadership commensurate with the property and company culture while directing the department through a professional, hands-on, open-door style of leadership. They will always conduct themselves in a manner which supports the Core Values of Sunriver Resort: Trust, Open & Honest Communication, and Commitment. They shall strive to provide exceptional service to both internal and external guests at all times. The Assistant Director of Finance will be responsible for exemplifying the Sunriver Resort Culture as well as promoting Sunriver Resort as both the Destination and Employer of Choice! Enjoy where you work! Enjoy these benefits when working with Sunriver Resort: Up to 28 days of Paid Time Off Free Gym Membership Medical and Health Benefits Matching 401k Discounted and Complimentary Stays Across CoralTree Properties 50% Food and Beverage Free Golf and Recreation Rentals $40 Mt. Bachelor Tickets And so much more! Responsibilities Review daily revenue and payroll reports for timeliness, accuracy and completeness. Utilize systems and controls to ensure that the financial goals of the property are met or exceeded, and investigate deviations in order to safeguard the assets of the company. Prepare variance reports from budget monthly, by interfacing with department heads to determine the causes of variances, and identify areas of improvement. Preparation of key balance sheet reconciliations with full oversight of all remaining balance sheet reconciliations prepared by teammates. Oversee month-end inventories, investigate discrepancies and review cost of sale entries. Produce and review monthly financial statements for timeliness, accuracy and completeness. Oversight of Development and Real Estate accounting functions. Prepare annual budget and monthly departmental forecast for Administrative and non-operational areas. Act as a liaison between the accounting department and operational departments. Train, coach and mentor department heads to be financially successful and assist with monitoring key indicators. Consistently and effectively model the mission statement and core values of the property at all times. Use effective and professional communication to ensure that the department functions properly and associate's interface with one-another for effective execution in planning and operations. Attend all meetings as requested or assigned. Oversee the annual internal and external audits. Bi weekly check signing and infrequent ACH and Wire transfer responsibilities. Oversight of direct reports including the Accounting Manager, Assistant Controller, Payroll Master, GL Accountants, and Income auditor. Ensure the timely, accurate and thorough completion of all associate performance reviews and any other forms of documentation. Conduct regular meetings with the accounting team and direct reports. Maintain a safe and clean departmental working environment. Ensure that the department is equipped with necessary supplies and equipment to successfully perform to established standards. Any other duties as assigned by the Director of Finance, General Manager or Managing Director. Qualifications Required: Bachelor's degree in accounting/finance. Minimum five years accounting management experience in hospitality or related industry. Must possess strong leadership and communication skills. Must have strong knowledge of Excel and familiarity with accounting software packages. Preferred: Experience with Oracle, GL Wand, Springer Miller, Track and other financial/hospitality software. Knowledge of Development accounting. Working Conditions: Able to sit at a desk and work on computers for extended periods of time. Lifting of accounting storage boxes with weights up to 30 lbs. at a minimum. Must be able to successfully direct a team of associates, perform multiple tasks, proactively plan, possess financial competence, strong organization, analytical and problem solving skills. #SunriverResort

What We're Building Help us democratize access to financial markets. Are you passionate about disrupting financial services with easy to use APIs? We are too! We're looking for talented software developers with experience or excitement in building and working with APIs to join our team in Portland, Oregon. Our Tech Stack Primarily Go with some Ruby Microservices in Docker containers running on AWS. We are language agnostic, if you can work out how to put it in a docker container and help us learn the language, it's in. Our Dev Culture Our goal is to build the best API for financial markets and in future other financial services. As a company, we pride ourselves in having everyone on the team knowing our API. Our customers rely on us for our stability and long term thinking. We move at a reasonable pace and keep things working. We fix bugs before writing new features, and we specify functionality before building in agile development cycles. Job Description Our growing Fintech startup seeks an experienced Financial Operations Principal (FinOp) to join our team for our broker-dealer subsidiary, Third Party Trade LLC. You'll be working in a small team of self-starters helping to power the next generation of financial applications. Responsibilities Final approval and responsibility for the accuracy of financial reports submitted to any duly established securities industry regulatory body. Final preparation of such reports. Supervision of individuals who assist in the preparation of such reports. Supervision of, and responsibility for, individuals who are involved in the maintenance of the member's books and records from which such reports are derived. Supervision and/or performance of the member's responsibilities under all financial responsibility rules promulgated pursuant to the provisions of the Securities Exchange Act of 1934 (Exchange Act). Supervise and manage the annual registration renewal process for FINRA and various states. Overall supervision of and responsibility for the individuals who are involved in the administration and maintenance of the member's back office operations. Any other matter involving the financial and operational management of the member. Prepare monthly/quarterly FOCUS filings. Prepare Forms SIPC‐6 and SIPC‐7, and remit payment to the SIPC. Own the annual audit process, preparation of Form X‐17a‐5, and primary liaison with external auditors. Gather, maintain and prepare revenue recognition documentation for all broker‐dealer engagements. Monitor FINRA Gateway CRD balances; financial compliance notices, examinations and inquiries Prepare net capital forecasts. Requirements Knowledge of GAAP and 5+ years accounting experience. 2+ years experience in broker-dealer including FOCUS reporting and familiarity with the FINRA Firm Gateway. Licenses: Series 27 required; Series 7 and 24 a plus. Experience working with a Full Carrying or Self-Clearing Broker-Dealer is preferred but not required. SEC/FINRA regulatory knowledge and reporting requirements by the regulatory organizations. Prolific with Office and G Suite applications, experience with Xero accounting software Effective verbal and written communication skills. Other Responsibilities: Special projects as needed including assisting with due diligence requests or accounting research on potential transactions. Assist with the preparation of financial statements, footnotes and report formatting for SEC reporting needs. Assist with a variety of special projects as directed. Maintain currency in securities FinOp industry rules and regulations and best practices in compliance. Nice to Have Experience writing functional specifications. Experience leading projects. Experience rolling up your sleeves and finding solutions to unique issues. Additional Information All your information will be kept confidential according to EEO guidelines.

Summary/objective The primary duties of the Controller are to plan, organize, direct, measure, and analyze the day-to-day accounting activities. The Controller will support the Director of Accounting in the day-to-day accounting activities of the organization and prepare financial statements and other financial analysis needed for Executive Management. This position is a Managerial position and requires strong technical, supervisorial, and interpersonal skills. The following duties are applicable to Pahlisch Homes and the consolidated financials. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Leadership, Management, Accountability Train, coach, manage accounting personnel in the use of accounting policies and procedures to maximize productivity. Assess accounting operations, offer recommendations for improvement and implement new processes to ensure commitments and deadlines are met Financial Statements Prepare and report financial results in conformity with Generally Accepted Accounting Principles (GAAP) together with financial and accounting policies established by Pahlisch Homes. Work in conjunction with the Accounting Manager of JV entities to regularly combine all consolidating entities. Manage reconciliation of accounts for monthly and annual closings. Apply job cost accounting methods to construction jobs and other Company projects. Prepare financial forecasts, analysis and other reports for management to understand the financial state of the business. Budgeting and Forecasting Responsible for the Pahlisch Homes budgeting process and must ensure that all budgets input in the computerized accounting and construction systems reflect contractual or estimated contractual liabilities at all times. Compliance Create and maintain all department policies, processes and procedures including internal controls and the proper completion of financial transactions. Participate in tax reporting compliance and filings. Participate in preparation of annual audit. Accounting Software Management Hold the primary responsibility for the successful implementation and management of accounting information system applications. Cash Management and Treasury Oversee monitoring of all financial reporting from third party companies, as well as ensure that financial reports are prepared within established timelines. Qualifications Bachelors' in Accounting or Finance, preferred. CPA License 10+ years of accounting experience required (including 6+ years of public accounting) Demonstrated successful management of 4+ staff required Home-building industry experience preferred Good understanding of accounting terminology and functions including preparing, entering and understanding journal entries. Experience with multi-entity accounting structures. Able to work proficiently in Microsoft Word and Outlook programs with exceptional Excel skills a must. General knowledge of Sage Timberline, Concur, and Office products helpful Excellent organization, oral and written communication skills. Ability to meet timelines and work on a multitude of projects at one time. Adaptable to fast paced work environment. Strong work ethic with a high level of integrity both in and out of work environment. Ability to work extended hours as needed Supervisory Responsibilities Will have supervisory authority over Staff Accountants. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This position must be able to remain in a stationary position 75% of the time. The person in this position needs to occasionally move about the office to access file cabinets, copiers, scanners, etc. Travel Required Limited travel is expected of this role.

Under general direction, individuals assigned to this position are responsible for all finance and accounting functions within the District. This includes supervision of the District's budget process and assisting with the long-range financial plan; varied and complex technical accounting, analysis, and budgeting for the District's operations; preparation of analytical narrative, ensuring financial compliance, oversees annual audit, statistical and accounting reports; forecasting cash flow and managing investments for the District; supervision of accounting personnel; performance standards and reporting; and assistance with strategic financial management. The individual assigned to this position also serves as the District's designated Budget Officer. Essential Duties & Responsibilities The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by employees in this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description. * Develops and implements District and Finance Division financial policies and procedures * Prepares and administers the District's budget in compliance with Oregon Local Budget Law * Assists in preparation and monitoring of the District's Capital Improvements Plan * Assists in preparation and monitoring of the District's long-range financial plan * Prepares and monitors the Finance Division's operating budget * Oversees annual audits * Presents financial data to a variety of audiences including District staff, the Board of Directors and its committees (e.g. Budget, Finance) and to the general public * Prepares or directs the preparation of monthly financial statements and statistical reports * Administers federal, state and local grants ensuring compliance with Federal Transit Administration (the District's cognizant agency) or other grantor's policies * Ensures the reliability of the District's financial and budgetary systems * Collaborates with other departments to provide financial expertise for projects and other initiatives * Advises management representatives during the collective bargaining process or may serve on the bargaining team * Maintains effective working relationships with numerous District partners and vendors such as federal and state agencies, local municipalities, banks, auditors, actuaries, etc. * Manages debt financing and investments * Oversees the agency's Finance department including: financial performance, including development, long-term financial planning and reporting, pensions, accounting, the Board Finance Committee, and strategic recommendations * Ensures the agency's financial performance is transparent, communicated in an easily interpreted manner, and stakeholders are well-informed * Advises the Chief Financial Officer and the Chief Executive Officer * Makes recommendations and presentations to Executive Management staff and Board of Directors Supervisory Responsibilities * This position manages and monitors work performance of an organizational unit or key work area including evaluating program/work objectives and effectiveness, establishing broad organizational goals and realigning work and staffing assignments for the department. Fiscal Responsibility * This position develops, manages, and reconciles department budget as well as adheres to procurement policies, procedures, and contract compliance. * This position has significant impact on expense, budgetary, or other financial outcomes for the organization. Minimum Qualifications Required Education and Experience Any equivalent combination of education and experience which provides the knowledge, skills, and abilities required to perform the job. Education and course work can substitute for years of experience. Typical qualifications would be: Experience: * Minimum of a Bachelor's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field * Certified Public Accountant (CPA) * Minimum of four (4) years of progressively responsible experience in governmental accounting and finance * Minimum of three (3) years of supervisory experience Preferred: * Master's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field * Certified Public Finance Officer (CPFO) or Certified Government Finance Officer (CGFO) designation preferred * Experience in the transit industry or with Federal Transit Administration preferred Competencies for Successful Performance of Job Duties Knowledge of: * Professional development and leading people * Policies, guidelines and requirements required by the federal government and for LTD * Pension plan and actuarial services * Finances * Principles and practices of employee supervision * English grammar, spelling, and punctuation * Principles and practices of basic bookkeeping * Modern office procedures, methods and computer equipment Ability to: * Meet schedules and deadlines of the work * Maintain the confidentiality of information and professional boundaries * Present key business and financial matters to those without a finance background * Interact directly and independently with LTD's senior management as well as senior management of external organizations and government officials * Disseminate information, evaluate facts, determine alternative solutions to problems, and reach sound management and business decisions * Communicate effectively, both orally and in writing Position Type and Expected Hours of Work * Will sometimes be required to work and/or attend meetings or events in public and at all LTD locations. * Monday through Friday 8am until 5pm * Occasional abnormal hours are expected and required for specific events and to reach all employees. Travel * Travel within the metropolitan area is required. * Occasional travel outside of the region may be required. Working Conditions & Physical Demands * May work in a normal office environment and/or remote office as approved. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Human Collaboration & Job Impact * Communications and discussions result in decisions regarding policy development and implementation. Interaction with others outside the organization requires exercising participative management skills that support team efforts and quality processes. The impact the job has on LTD is significant in terms of time, money, or public/employee relations. EEO Statement * LTD is an equal opportunity employer.

Job Details Finance - Corvallis, OR Full Time DayDescription Benefits Citizens Bank offers competitive compensation and outstanding benefits: Medical, Dental, and Vision Insurance 401(k) with Employer Matching Employee Assistance and Wellness Program Life, Short-term and Long-term Disability Up to 11 Paid Holidays Health and Dependent Care Reimbursement Accounts Paid Time Off; Paid Family Leave Banking Privileges Position: Controller / Finance Department Manager Position Location Citizens Bank - Main Branch 275 SW Third St Corvallis, OR 97333 Type: Exempt/Officer Reports to: Chief Financial Officer Description The Controller is responsible for leading, directing and providing support to all members of the Finance Department. The individual is responsible for developing and implementing effective internal control over financial and regulatory reporting, and ensuring compliance with Bank policies, procedures, generally accepted accounting principles (“GAAP”), laws and banking regulations. The Controller will establish and maintain the Bank's fiscal record-keeping system, ensuring the timely, complete and accurate recording of all financial transactions. Duties and Responsibilities General Accounting and Reporting Design, establish, and maintain effective internal control over financial reporting. Monitor and maintain the general ledger daily, ensuring the timely, complete and accurate recording of all financial transactions in accordance with GAAP. Oversee the reconciliation and certification of all balance sheet accounts. Consolidate Citizens Bancorp (the “Company”) and Citizens Bank financial statements monthly, ensuring proper elimination of intercompany transactions. Oversee preparation of the Company's monthly Board financial reporting package, including supporting documentation describing capital adequacy, shareholder activity, Bank liquidity, contingency funding, and other reports as desired by the Board. Produce the Company's annual audited financial statements, including all notes to the financial statements. Oversee the preparation and filing of all required regulatory reports, including the quarterly call report, annual summary of deposits, bank holding company reports, public funds, collateral pledging certifications, and other reports as assigned. Develop, enhance, and oversee the Bank's annual budgeting process, providing material support to each branch and department. This process includes the gathering and combining of branch and department budgets into a comprehensive, Bank-wide budget. Provide monthly reporting to branches and departments to support accountability to the budget. Audits and Examinations Oversee the independent audit of financial statements and act as the primary point of contact for financial statement auditors. Coordinate the development, preparation, gathering and remittance of all supporting documents. Provide material support for periodic regulatory examinations and internal audits including the development, preparation, gathering, and remittance of supporting documents. Taxes Oversee the calculation and recording of the monthly and annual tax provisions, including the calculation, assessment, and recording of all deferred tax assets and liabilities. Gather, review, and submit documentation to third-party tax accountants supporting quarterly estimated tax payments. Remit estimated tax payments. Review and approve all income tax returns, as provided by the Bank's third-party tax accountants. Manage and pay property taxes on all bank-owned property. Enterprise Risk Management (ERM) Prepare an annual Capital Plan for review and approval by the Board, monitoring both financial and regulatory measures of capital adequacy. The Capital Plan must include robust capital stress testing. Monitor and certify the Bank's daily liquidity position, tracking both the Bank's asset-based and contingent liquidity positions. Maintain multiple secured and unsecured borrowing lines, testing those lines regularly, consistent with the Board-approved Contingency Funding Plan. Support the Chief Financial Officer and the Chief Credit Officer in calculating and validating the allowance for credit losses. Coordinate the quarterly preparation of the Bank's internal ERM analysis by gathering information from key stakeholders about critical risks and management's efforts to avoid, reduce, mitigate, and manage risk. Work with a third-party vendor to prepare and analyze the Bank's quarterly Asset Liability Modeling (ALM). Assess key assumptions driving modeling results and make changes where appropriate. Analyze the Bank's predicted exposure to net income and the economic value of equity under various interest rate scenarios, making strategic recommendations to mitigate those risks. Actively manage relationships with certain third-party vendors, supporting the Bank's Third-Party Risk Management Policy and procedures. Finance Department Management Oversee the Accounts Payable process, ensuring that internal control is maintained to minimize the risk of fraud and errors. Ensure proper review and approval of all invoices prior to payment and sign all Accounts Payable checks. Provide support to the Bank's Stock Transfer Agent, meeting with shareholders as appropriate. Assist Executive Management and the Board in managing shareholder relations. Assist in the preparation and mailing of the annual proxy statements, the aggregation and reporting of shareholder votes. Provide support with the dividend declaration and payment process, and review documentation supporting dividends declared and paid. Oversee the Bank's primary cash balances at the Federal Reserve, Federal Home Loan Bank and other correspondent banks, managing relationships with key individuals at each institution. Monitor daily balancing of cash accounts and maintenance of borrowing lines. Provide support to Finance employees in maintaining appropriate Board communications, including the development and posting of all Board materials. Provide leadership, training, guidance, and direct supervision to the employees of the Finance Department. Other Ensure strict adherence to applicable Bank policies, procedures, accounting principles, laws and banking regulations. Maintain absolute discretion and confidentiality with all shareholder and Board information. Build, develop, and maintain positive working relationships with executives, managers and employees throughout the Bank. Responsible for completing all training courses assigned. Serve on the Bank's Management 401(k) Committee. Assume responsibility for special projects and other duties as assigned. Qualifications Bachelor's degree in accounting, finance, or another business-related field, with a master's degree preferred (or equivalent experience). Certified Public Accountant (CPA) preferred. Six to ten years of progressively responsible accounting or finance experience, preferably with small- to mid-sized financial institutions. Advanced knowledge of US GAAP, state and federal banking laws and regulations, federal, state and local tax laws, and common accounting policies and procedures in the banking industry. Advanced skills in developing, monitoring, and maintaining effective internal control over financial reporting under FDICIA and/or the Sarbanes-Oxley Act. Extensive documentation of accounting strategies and procedures consistent with Board approved policies is required. Advanced skills related to overseeing the financial statement close process, including consolidation and reporting of Bank financial and operational results. This includes regular reporting to state and federal regulatory bodies, as well as other stakeholders. Advanced data mining skills required with advanced skills using Microsoft Excel to manipulate and summarize data. Working knowledge of human resource practices and relevant labor laws. Attributes Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for one or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills. Ability to work independently while performing duties. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees. Ability to address complex problems involving multiple facets and variables in non-standardized situations. Exhibit a professional, business-like appearance and demeanor. Working Conditions Work is conducted during day shift hours in an indoor, temperature-controlled office. Physical Requirements Ability to clearly speak, hear, see, and communicate with co-workers, vendors and other stakeholders. Ability to stand or sit for extended periods of time. Ability to perform repetitive finger, hand, and arm movements. Disclaimer Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check. Bank. Banking. Finance. Accounting. Financial. Accountant.

Senior Director of Student Financial Services FLSA: Exempt Department: Student Financial Services Reports To: Vice President for Enrollment and Student Success & Engagement Primary Working Relationships: Controller, Director of Financial Aid, Assistant Director of Student Accounts, and Financial Aid Counselors. Compensation Range: $75k - $85k Summary The Senior Director of Student Financial Services (SDSFS) provides leadership in the planning and implementation of all aspects of financial aid administration including the management and integrity of federal, state and institutional funds for all programs, and management of the student accounting system. Key Responsibilities This important and influential leadership role provides vision and leadership for the Student Financial Services Dept. by creating and monitoring departmental policies and procedures, overseeing the planning and management of all financial aid strategies including packaging, discounting strategy, and compliance. This role makes recommendations to the President and senior leaders regarding financial aid projections and provides regular updates regarding all operations under Student Financial Services. The SDSFS must be able to exercise working knowledge of the strategic relationship between the roles of financial aid and athletics in securing student enrollment and retention and achieving enrollment and retention objectives. It's imperative that the individual in this role understands the partnership between achieving enrollment goals while managing budget parameters. As the Sr. Director in Financial Services, you will manage direct reports and provide oversight of staff including training, staff development, evaluation, feedback, recruitment and selection. The successful candidate will demonstrate expertise in financial management, setting and achieving gross revenue, discount and net revenue goals. The SDSFS will be responsible for informing the FAAC of changing industry standards and policies to aid in the decision-making process and serves on the University Compliance committee as the Federal Compliance Officer. In addition, the Senior Director of Student Financial Services can expect the following responsibilities to fall under their purview. Serves as an expert in Financial Aid to various constituencies including HECC, regional and local professionals, and lenders Reports to the Department of Education changes made in leadership via the ECAR and PPA Oversees FA personnel participation in outreach events, and the community service requirement for Federal Work Study Manages the operational budget for the Student Financial Services Dept. Minimum Requirements 5-7 years' experience in Financial Aid or Student Financial Services with progressively increasing responsibilities Bachelor degree in relevant field, or equivalent experience in higher education environment Experience as a direct supervisor with effective managerial, leadership and interpersonal skills Strategic and organizational agility with the ability to collaborate and communicate with all levels of the organization including internal and external partners Demonstrated ability to efficiently and effectively solve problems and initiate and implement projects independently Proficient in computer programs including Windows, Outlook, Word, Excel and the Internet Exhibit commitment to inclusiveness and sensitivity to areas of national origin, ethnicity, culture, gender, and disabilities Desired Qualifications Master degree preferred Bilingual - Spanish speaker preferred Experience using the Ellucian Colleague administrative system Experience in standard, non-standard and non-term financial aid delivery formats Experience working with adult learners and traditional age learners Warner Pacific University's Mission: Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students from diverse backgrounds with an education that prepares them to engage actively in a constantly changing world. Our hiring practices reflect our missional commitment to being a Christ-centered institution. Warner Pacific University's Commitment to Diversity: Warner Pacific University is committed to hiring staff and faculty with an intentionality that demonstrates the importance of having an employee community that is mindful of the racial and ethnic diversity of the students we serve. Employee Agreement: Mission-based hiring is of critical importance to Warner Pacific University. Employees are expected to demonstrate and articulate a vital Christian faith and to live in a manner consistent with a Christ-centered lifestyle as informed by the Scriptures of the New Testament. Warner Pacific's students, faculty and staff are expected to foster an environment of mutual respect and accountability, to care for the personal dignity of others and to exercise integrity in their conduct and communication. The University environment is expected to be free from discrimination and harassment (including bullying). When an individual's behavior has direct implications for others and/or the well-being of the University community, there may be cause for institutional involvement, regardless of where the situation occurs. Warner Pacific University desires to provide a safe and healthy environment for staff, faculty, students, visitors and guests. Therefore, smoking is not permitted on University property, in its vehicles, or at any University sponsored event. The use of illegal drugs or non-prescribed controlled substances is strictly prohibited. Use of alcoholic beverages or tobacco products is strictly prohibited on Warner Pacific University campuses.

Job Details Main Office BCC - Portland, OR Full Time $105000.00 - $120000.00 Salary Monday - Friday 9AM - 5PM Accounting/Finance About the Role Join Transition Projects and play a key role in helping our community move from homelessness to housing. As the Controller, you'll oversee the organization's daily accounting operations, strengthen financial systems, and provide support in fiscal strategy and reporting-all while supporting a mission-driven team that changes lives every day. Transition Projects operates multiple shelters and housing programs throughout Portland, serving thousands of people each year in their journey toward permanent housing and self-sufficiency. Position: Controller Supervisor: Chief Financial Officer Location: Bud Clark Commons (665 NW Hoyt St) Hours: Monday-Friday; 9am-5pm, some weekend and evening work required Salary: $105,000 - $120,000 DOE - Exempt status Benefits: Competitive Benefits Package GENERAL RESPONSIBILITIES At the direction of the Chief Financial Officer, the Controller oversees daily accounting activities including: the month-end close and financial reporting process, monthly account reconciliations, contract billing, and general ledger entries. Ensures that all financial statements accurately reflect the Agency's financial position and comply with all generally accepted accounting principles. This is a full-time, non-represented, exempt position. SPECIFIC RESPONSIBILITIES Provides leadership for day-to-day accounting operations, contributing to the development and implementation of processes and procedures that strengthen the agency's fiscal management. Oversees month-end close activities, ensuring adherence to internal controls and best practices. Manages Accounts Payable and Accounts Receivable functions; performs bank and credit card reconciliations; prepares and posts General Ledger entries and contract billings; and maintains the month-end close calendar to ensure timely completion of all tasks. Assists in the development, implementation, and ongoing maintenance of accounting systems, policies, procedures, and internal controls that align with Generally Accepted Accounting Principles (GAAP), nonprofit standards, funder requirements, and regulatory guidelines. Supports the Chief Financial Officer (CFO) in the preparation, analysis, and presentation of financial reports for internal leadership, the Board of Directors, grantors, and other stakeholders. Compiles and delivers required financial documentation and reports to auditors, organizational leaders, department managers, and other internal or external stakeholders as needed. Manages all grant and vendor invoicing functions, ensuring accurate preparation, timely submission, and proper tracking in accordance with funding agreements and regulatory compliance. Assists the CFO in developing mid-year and annual budgets. Demonstrates a service-oriented attitude and builds strong, respectful, and effective relationships with colleagues, clients, vendors, and partners. Oversees the administration and reconciliation of petty cash. Monitors daily cash balances and executes inter-account bank transfers as needed. Collaborates with the CFO to lead the year-end financial close process. Provides backup support to the CFO, as required. Performs additional accounting and finance duties, as assigned. PERFORMANCE REQUIREMENTS Each Transition Projects employee must: Acquire First Aid/CPR/AED certification within 30 days of hire and be retested biannually thereafter throughout employment. Complete Bloodborne Pathogens and Narcan Training within 30 days of hire and be retested annually thereafter throughout employment. Demonstrate reliability by being present for work as scheduled, arriving and leaving on time and taking breaks in expected time frames. Interact effectively with persons of diverse ethnic backgrounds, religious views, cultural backgrounds, and sexual orientations and treat each individual with respect and dignity. Attend agency and program staff meetings. PHYSICAL/MENTAL REQUIREMENTS The physical and mental demands described here are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Hearing and vision adequate for interaction with clients and staff. Hearing adequate for telephone work. Vision adequate for close work. Hand and finger dexterity adequate to operate standard office equipment. Position includes significant time sitting at a desk completing paperwork and working on a computer. Ability to perform CPR for fifteen minutes continuously. MINIMUM QUALIFICATIONS The right individual for this position has a passion for helping others and a desire to work in an organization that serves people who are experiencing poverty and homelessness. Please include a brief cover letter highlighting your interest in this position and how your experience aligns with the role and our mission. You can attach your cover letter directly to your application or email it to ******************. Bachelor's degree in accounting, finance, or related field and 4 years of progressively responsible non-profit accounting experience (including at least 1 year in a supervisory or management role); OR 6 years of progressively responsible non-profit accounting experience (with at least 2 years in management). Demonstrated proficiency in MAS90/Sage 100 or comparable accounting software, as well as Microsoft Office Suite, particularly Excel. Comprehensive knowledge of GAAP, core accounting functions, and associated internal control procedures. Proven experience in developing and managing accounting systems, policies, and procedures to maintain compliance with GAAP, nonprofit accounting standards, and applicable regulatory and funding requirements. Experience with A-133 audits is preferred. Strong written and verbal communication skills, with the ability to convey complex financial information clearly and effectively. Analytical acumen with demonstrated ability to identify, investigate, and resolve complex accounting issues. Proven supervisory and management skills, including staff development and performance oversight. Strong leadership presence and interpersonal skills; commitment to equity and inclusion; ability to handle challenging situations with professionalism and composure. Excellent time management skills, with the ability to prioritize tasks and manage multiple deadlines effectively. Highly organized and detail-oriented, with a commitment to accuracy and accountability. Ability to work independently and exercise sound judgment under minimal supervision. Transition Projects, Inc. is an equal opportunity employer and does not discriminate on the basis of race, color, religion, age, gender, sexual orientation, ancestry, national origin, citizenship, marital status, familial status, physical or mental disability, veteran status, genetic information, source of income, union participation or activities, or any other status legally protected by applicable local, state or federal law. Disclaimer 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 to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Perm NP/PA - Oncology - Coos Bay, Oregon Bay Area Hospital, a 127-bed Level III Trauma Center and the largest hospital on Oregon's Southern Coast, is seeking a Board-Certified Nurse Practitioner or Physician Assistant to join our dynamic Oncology service line. Serving a diverse community of over 320,000 residents, we are committed to delivering compassionate, evidence-based care within a collaborative and growth-oriented environment. Position Details: Full-time, Day shift (four ten-hour shifts) with no nights or weekends Shared paid call responsibilities Outpatient-focused, with occasional inpatient consultations Affiliated with Oregon Health & Sciences University (OHSU) and a proud member of the OHSU Knight Cancer Network Facilities include a state-of-the-art 19-chair infusion center, on-site pharmacy, radiation oncology, laboratory services, nurse navigation, and access to clinical trials Team includes one NP locum and two oncologists Key Responsibilities: Provide comprehensive oncology care, including assessment, diagnosis, and management of cancer patients Support treatment plans involving chemotherapy, radiation therapy, and medical oncology procedures Collaborate closely with physicians, nursing staff, and other healthcare professionals to ensure high-quality patient outcomes Educate patients and families on treatment options, side effects, and supportive care Participate in clinical trials and adhere to evidence-based practices Maintain accurate documentation within the electronic medical record (EPIC) Maintain confidentiality and uphold professional ethical standards Qualifications and Skills: Current Board Certification as an NP or PA in Oncology or related specialty Valid Oregon state license or the ability to obtain licensure Demonstrated proficiency in EPIC and healthcare software applications Excellent communication skills, both written and verbal Strong clinical judgment, problem-solving, and critical thinking abilities Ability to work effectively under pressure and manage multiple responsibilities Commitment to providing compassionate, patient-centered care Team-oriented with a growth mindset and willingness to continuously improve clinical skills Physical ability to perform job duties, including standing, walking, bending, and assisting with patient mobility Must pass background checks and have a clean malpractice history Willingness to reside within the immediate local area; relocation assistance may be available Must provide an NPDB self-query report Benefits & Opportunities: Competitive salary starting around $135,626.50 annually, commensurate with experience Potential for sign-on bonus and relocation assistance Comprehensive benefits package, including a 6% retirement match Generous paid time off and CME allowance Coverage for licensing and professional fees Paid interview expenses Onsite Employee Health and Wellness Clinic Onsite Child Care and Learning Center Join Us: This position offers a significant opportunity for professional growth within a collaborative team dedicated to excellence in oncology care. If you are a compassionate, driven NP or PA seeking a meaningful career in a supportive community environment, we encourage you to apply. Application Instructions: Please submit your application along with your current license, malpractice history, and NPDB self-query report. We look forward to welcoming a dedicated oncology advanced practice provider to our team.

What We're Building Help us democratize access to financial markets. Are you passionate about disrupting financial services with easy to use APIs? We are too! We're looking for talented software developers with experience or excitement in building and working with APIs to join our team in Portland, Oregon. Our Tech Stack Primarily Go with some Ruby Microservices in Docker containers running on AWS. We are language agnostic, if you can work out how to put it in a docker container and help us learn the language, it's in. Our Dev Culture Our goal is to build the best API for financial markets and in future other financial services. As a company, we pride ourselves in having everyone on the team knowing our API. Our customers rely on us for our stability and long term thinking. We move at a reasonable pace and keep things working. We fix bugs before writing new features, and we specify functionality before building in agile development cycles. Job Description Our growing Fintech startup seeks an experienced Financial Operations Principal (FinOp) to join our team for our broker-dealer subsidiary, Third Party Trade LLC. You'll be working in a small team of self-starters helping to power the next generation of financial applications. Responsibilities Final approval and responsibility for the accuracy of financial reports submitted to any duly established securities industry regulatory body. Final preparation of such reports. Supervision of individuals who assist in the preparation of such reports. Supervision of, and responsibility for, individuals who are involved in the maintenance of the member's books and records from which such reports are derived. Supervision and/or performance of the member's responsibilities under all financial responsibility rules promulgated pursuant to the provisions of the Securities Exchange Act of 1934 (Exchange Act). Supervise and manage the annual registration renewal process for FINRA and various states. Overall supervision of and responsibility for the individuals who are involved in the administration and maintenance of the member's back office operations. Any other matter involving the financial and operational management of the member. Prepare monthly/quarterly FOCUS filings. Prepare Forms SIPC‐6 and SIPC‐7, and remit payment to the SIPC. Own the annual audit process, preparation of Form X‐17a‐5, and primary liaison with external auditors. Gather, maintain and prepare revenue recognition documentation for all broker‐dealer engagements. Monitor FINRA Gateway CRD balances; financial compliance notices, examinations and inquiries Prepare net capital forecasts. Requirements Knowledge of GAAP and 5+ years accounting experience. 2+ years experience in broker-dealer including FOCUS reporting and familiarity with the FINRA Firm Gateway. Licenses: Series 27 required; Series 7 and 24 a plus. Experience working with a Full Carrying or Self-Clearing Broker-Dealer is preferred but not required. SEC/FINRA regulatory knowledge and reporting requirements by the regulatory organizations. Prolific with Office and G Suite applications, experience with Xero accounting software Effective verbal and written communication skills. Other Responsibilities: Special projects as needed including assisting with due diligence requests or accounting research on potential transactions. Assist with the preparation of financial statements, footnotes and report formatting for SEC reporting needs. Assist with a variety of special projects as directed. Maintain currency in securities FinOp industry rules and regulations and best practices in compliance. Nice to Have Experience writing functional specifications. Experience leading projects. Experience rolling up your sleeves and finding solutions to unique issues. Additional Information All your information will be kept confidential according to EEO guidelines.

Under general direction, individuals assigned to this position are responsible for all finance and accounting functions within the District. This includes supervision of the District's budget process and assisting with the long-range financial plan; varied and complex technical accounting, analysis, and budgeting for the District's operations; preparation of analytical narrative, ensuring financial compliance, oversees annual audit, statistical and accounting reports; forecasting cash flow and managing investments for the District; supervision of accounting personnel; performance standards and reporting; and assistance with strategic financial management. The individual assigned to this position also serves as the District's designated Budget Officer. Essential Duties & Responsibilities The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by employees in this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description. Develops and implements District and Finance Division financial policies and procedures Prepares and administers the District's budget in compliance with Oregon Local Budget Law Assists in preparation and monitoring of the District's Capital Improvements Plan Assists in preparation and monitoring of the District's long-range financial plan Prepares and monitors the Finance Division's operating budget Oversees annual audits Presents financial data to a variety of audiences including District staff, the Board of Directors and its committees (e.g. Budget, Finance) and to the general public Prepares or directs the preparation of monthly financial statements and statistical reports Administers federal, state and local grants ensuring compliance with Federal Transit Administration (the District's cognizant agency) or other grantor's policies Ensures the reliability of the District's financial and budgetary systems Collaborates with other departments to provide financial expertise for projects and other initiatives Advises management representatives during the collective bargaining process or may serve on the bargaining team Maintains effective working relationships with numerous District partners and vendors such as federal and state agencies, local municipalities, banks, auditors, actuaries, etc. Manages debt financing and investments Oversees the agency's Finance department including: financial performance, including development, long-term financial planning and reporting, pensions, accounting, the Board Finance Committee, and strategic recommendations Ensures the agency's financial performance is transparent, communicated in an easily interpreted manner, and stakeholders are well-informed Advises the Chief Financial Officer and the Chief Executive Officer Makes recommendations and presentations to Executive Management staff and Board of Directors Supervisory Responsibilities This position manages and monitors work performance of an organizational unit or key work area including evaluating program/work objectives and effectiveness, establishing broad organizational goals and realigning work and staffing assignments for the department. Fiscal Responsibility This position develops, manages, and reconciles department budget as well as adheres to procurement policies, procedures, and contract compliance. This position has significant impact on expense, budgetary, or other financial outcomes for the organization. Minimum Qualifications Required Education and Experience Any equivalent combination of education and experience which provides the knowledge, skills, and abilities required to perform the job. Education and course work can substitute for years of experience. Typical qualifications would be: Experience: Minimum of a Bachelor's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field Certified Public Accountant (CPA) Minimum of four (4) years of progressively responsible experience in governmental accounting and finance Minimum of three (3) years of supervisory experience Preferred: Master's degree from an accredited college or university in Accounting, Finance, Business Administration, Public Administration or a similar field Certified Public Finance Officer (CPFO) or Certified Government Finance Officer (CGFO) designation preferred Experience in the transit industry or with Federal Transit Administration preferred Competencies for Successful Performance of Job Duties Knowledge of: Professional development and leading people Policies, guidelines and requirements required by the federal government and for LTD Pension plan and actuarial services Finances Principles and practices of employee supervision English grammar, spelling, and punctuation Principles and practices of basic bookkeeping Modern office procedures, methods and computer equipment Ability to: Meet schedules and deadlines of the work Maintain the confidentiality of information and professional boundaries Present key business and financial matters to those without a finance background Interact directly and independently with LTD's senior management as well as senior management of external organizations and government officials Disseminate information, evaluate facts, determine alternative solutions to problems, and reach sound management and business decisions Communicate effectively, both orally and in writing Position Type and Expected Hours of Work Will sometimes be required to work and/or attend meetings or events in public and at all LTD locations. Monday through Friday 8am until 5pm Occasional abnormal hours are expected and required for specific events and to reach all employees. Travel Travel within the metropolitan area is required. Occasional travel outside of the region may be required. Working Conditions & Physical Demands May work in a normal office environment and/or remote office as approved. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Human Collaboration & Job Impact Communications and discussions result in decisions regarding policy development and implementation. Interaction with others outside the organization requires exercising participative management skills that support team efforts and quality processes. The impact the job has on LTD is significant in terms of time, money, or public/employee relations. EEO Statement LTD is an equal opportunity employer.