Finance vice president jobs in Hickory, NC - 454 jobs

A prestigious country club in Charlotte, NC is seeking a Chief Financial Officer to oversee financial management and reporting. The ideal candidate will have 8-10 years of experience in finance and accounting, preferably in the non-profit or hospitality sectors. You will be responsible for strategic planning, managing budgeting processes, and ensuring compliance with regulations. This role offers competitive benefits including paid time off, 401(k) match, and a positive work environment. #J-18808-Ljbffr

JAARS is actively seeking a Vice President of Finance / Chief Financial Officer who will bring professional financial experience, along with a heart for missions and serving, to lead in a time of growth and opportunity. We bring a 77+ year history of global mission aviation ministry with a deep commitment to see people's lives transformed as they hear the gospel of Jesus Christ and experience God's Word in their own languages. This role combines professional financial expertise with a deep commitment to Christian service and stewardship, as this individual will oversee and lead all financial functions of the organization, ensuring integrity, transparency, and alignment with JAARS' mission and values. The CFO will play a critical role in the strategic leadership of the organization by overseeing financial operations, planning, and risk management, and guiding fiscal policy and sustainability. Spiritual Maturity and Personal Character: The CFO must have an active and growing relationship with Jesus Christ that includes a faithful, personal walk with the Lord, membership and involvement in a local evangelical church where the scriptures are faithfully proclaimed, the ability to encourage others in their spiritual growth, and a commitment to handling all their personal relationship (both personal and professional) in a Biblical and godly manner. Embrace the vision, mission, and core values of JAARS Position Responsibilities Collaborate with other members of the Senior Leadership Team (SLT) to track progress of the organization's objectives. Provides financial strategic input, and leadership on issues affecting the organization Maximize JAARS' financial resources by implementing best practices and improvement plans Ensure the organization conducts its business in compliance with IRS and other applicable laws and regulations, by providing advice, training, and risk assessment Supervise the annual audit, 990 filing, inquiries, and related remediation Development, adjust, and oversee the annual review of the operations budget Provide leadership and direction to the finance team by maintaining an environment of respect, accountability, motivation, and professional growth Communicate with a diverse group of stakeholders as an executive leader Ensure the financial activities of JAARS, a 501(c)(3) international non-profit, maintain compliance with board policies, GAAP and FASB standards, Treasury, IRS, state, ECFA, cross-border regulations and financial policies, and other applicable requirements Ensure financial operations embrace best practices in all areas, and lead improvement initiatives as needed Lead and oversee the financial aspects of strategic and operational planning, as well as ongoing operations, by ensuring the board, leaders, and managers have clear, accurate, and timely financial information relevant to their responsibilities, while understanding and striking the right balance between financial control and operational trust and empowerment Provide executive sponsorship and leadership of our NetSuite ERP implementation, ensuring operational effectiveness across JAARS, and stewarding the necessary future enhancements Ensure JAARS maintains adequate insurance coverage against theft, casualty, and liability losses Coordinate the external audit and engage with the SIL Audit Committee in the audit process and collaborative improvement Other duties as directed by the President Position Requirements Thorough understanding of organizational financial budgeting, planning, analysis, forecasting, risk management, policies, audit, compliance, and team management Demonstrated skills in strategic planning and prioritization to focus organizational direction and the use of resources Financial management expertise with oversight of a substantial budget Five Years of experience working with non-profit organization(s). CFO-level experience is desirable but not required Demonstrated ability to lead and oversee the financial domain of a non-profit organization, ideally with an international focus Demonstrated ability to lead the ongoing enhancements of a cloud-based ERP system, including digital transformation across organizational domains; Experience with NetSuite is highly desirable Proven written and oral communication skills in English Ability to train other leaders in financial principles and practices Detail-oriented understanding of financial activities and processes, and the ability to synthesize high-level strategy into effective operational execution Demonstrated ability to learn and develop personally, as well as helping a team learn and grow A bachelor's degree is required, ideally in finance or accounting, though demonstrated experience in non-profit financial operations is acceptable; a Certified Public Accountant license is desired but may be waived based on previous experience Travel requirements are limited, though national and international travel are possible JAARS is a 501(c)(3) non-profit Christian ministry located on a beautiful, 630-acre campus south of Charlotte, North Carolina. At our campus headquarters, we have a private airport with public access, full maintenance facility, office and training space for JAARS staff and close partners, and nearly 100 housing units. #J-18808-Ljbffr

SCI, the leader in Real Estate Executive Search, has been retained to recruit a Vice President of Capital Markets on behalf of a vertically integrated investment, development, and construction firm focused on multifamily housing across the Southeastern United States. The Vice President of Capital Markets will lead all day-to-day and strategic sales and marketing efforts of the company's development pipeline to joint venture equity partners, driving capital formation through long-term relationship building and disciplined execution. Key Responsibilities Proactively originate and cultivate relationships across joint venture equity channels, including opportunity funds, single-family offices, private equity funds, and general asset managers. Establish and maintain regular engagement between senior leadership and key investment decision-makers. Serve as the primary relationship manager for JV equity partners, sharing pipeline visibility, market insights, construction cost trends, and other actionable intelligence. Strategically plan and manage the firm's presence at industry conferences, including advance meeting coordination and preparation of marketing materials. Oversee the creation of project-specific equity marketing materials and manage investor outreach through term sheet execution. Maintain ownership of CRM data to ensure accuracy, consistency, and actionable investor intelligence. Conduct regular in-person meetings with current and prospective investors to deepen relationships and support long-term partnerships. Experience & Qualifications 10+ years of real estate capital markets experience, with a focus on joint venture equity. Proven track record of raising equity for project-specific real estate joint ventures. Established relationships with institutional and private JV equity providers. Deep understanding of national equity sourcing and solicitation processes. Strong communication, negotiation, and leadership skills. Bachelor's degree required; MBA or advanced degree preferred.

The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for all aspects of financial strategy, planning, reporting, and compliance. This role will oversee financial operations, drive financial performance, and contribute to strategic decision-making to ensure the company portfolio's continued success and scalability. Key Responsibilities: Lead the development and execution of the company's financial strategy in alignment with overall business goals. Manage all aspects of financial planning, budgeting, forecasting, analysis, and reporting. Ensure compliance with all financial regulations, accounting standards, and tax requirements. Oversee the preparation of monthly, quarterly, and annual financial statements. Provide strategic recommendations to the CEO and executive team based on financial analysis and projections. Manage internal controls, risk management processes, and cash flow strategies. Lead capital planning and fundraising efforts, including relationships with investors, lenders, and other financial institutions. Collaborate with department leaders to drive financial discipline and operational efficiency across the organization. Oversee accounting, finance, treasury, tax, audit, and investor relations functions. Evaluate and manage financial performance metrics, KPIs, and benchmarks. Mentor and develop the finance and accounting team to support organizational growth. Qualifications: CPA (Certified Public Accountant) is required. Bachelor's degree in Accounting, Finance, or related field. MBA or equivalent advanced degree preferred. Minimum of 10 years of progressive financial leadership experience, including at least 5 years in a senior financial management role (CFO, VP of Finance, or equivalent). Proven track record in financial strategy, capital management, and operational finance. Strong understanding of GAAP, financial reporting, compliance, and regulatory requirements. Experience in M&A, high-growth companies, manufacturing, or engineering-related industries is a plus. Excellent leadership, communication, and interpersonal skills.

VP of FP&A responsible for building the FP&A function from the ground up for a fast growing healthcare services company. This is a hands-on role partnering closely with the CFO, Controller, executive leadership, and PE sponsor. Key Responsibilities Own budgeting, forecasting, and long-range planning Build and maintain 13-week cash flow forecasts Develop KPI dashboards and executive / board reporting Support close process improvements and financial controls Partner with Accounting and Operations across a multi-entity platform Lead and scale a small FP&A team (initially 1-2 direct reports) Ideal Candidate 10+ years of FP&A / finance experience Healthcare services experience strongly preferred Experience in PE-backed, high-growth, or build-stage environments Proven ability to build FP&A processes from scratch Hands-on cash flow forecasting and KPI development experience Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability. Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America. The Opportunity Future focused and always one step ahead! The Surety Underwriter Senior will be responsible for the marketing, underwriting, administration, and overall business development of assigned geographic territory in accordance with the company's surety business model to meet projected profitability and expense goals. You will serve as lead underwriter for assigned region as front line for the commercial surety line of business. The position supports the Head of Commercial Surety in balancing the needs to achieve budgeted financial results (premium volume, loss ratio, premium collections and expense management including commissions) through sound underwriting practices in an effort to produce profitable results. You will also serve as lead in Book of Business reviews and assist Head of Commercial Surety in portfolio management. Our value proposition includes embedding significant underwriting authority in the position to create an enhanced, new age customer and broker experience. We will do this by providing an enhanced level of autonomy in the position to allow our regional offices to better service our agents and clients using an agile and lean approach. Responsibilities In this position you will: You will develop and execute a strategic business plan in order to expand our surety portfolio and will maintain full P/L responsibility for the region You will establish and maintain key surety broker relationships in compliance with guidelines for new and renewal surety business You will develop and underwrite a profitable portfolio, coordinate new/renewal business while exercising proper underwriting pricing and discipline in compliance with underwriting guidelines, systems and procedures You will hire, develop and train other team members in your region Sr. Underwriters, Underwriters, Associates and Trainees as appropriate. You will collaborate with MRSI surety colleagues in order to fully leverage MRSI surety capabilities and increase our customer base Qualifications Bachelor's degree in Business Administration, Economics, Finance, Accounting, or related field 10 years or more of progressive experience working with surety products Entrepreneurial skill set, excellent marketing, negotiating and communication skills Successful track record of developing and maintaining strong relationships with agents/brokers Ability to think strategically and function tactically Exceptional communication skills that energize and engage brokers, clients and colleagues and the ability to convey a vision and client-focused solutions Ability to present and negotiate complex agreements with brokers Effective time management and organizational skills Willingness to travel up to 40% Because we're committed to finding the best talent, we are open to considering candidates with a range of experience. Compensation, level and accountabilities for the selected candidate will be commensurate with experience. The Company is open to considering candidates in numerous locations, including Atlanta (GA), Charlotte (NC), and Remote. The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $158,300-$232,200, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the NYC and San Francisco job markets. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-MB1 Apply Now Save job

Posting Type Hybrid/Remote This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business. This role reports to the Director, Financial Systems and can be remote with some travel expectations Job Description and Requirements Responsibilities Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth Lead and execute roadmap objectives increasing accuracy and efficiency Champion innovation and automation through AI and other intelligent solutions Triage and identify bug fixes required for Zuora while working with 3rd party resources Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts Maintain tight collaboration with key cross-functional stakeholders and drive alignment Ensure compliance controls satisfy audit and SOX requirements Requirements Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience 8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro In depth functional knowledge of 606 Revenue Recognition standards Demonstrated ability to partner effectively with business and technical teams Solid understanding of data reporting tools Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus Exceptional attention to detail Relativity is committed to competitive, fair, and equitable compensation practices. This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives. The expected salary range for this role is between following values: $116,000 and $174,000 The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position. Suggested Skills: Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management

As a Director of Sales within Honeywell Building Management Systems, you will develop targeted sales strategies, manage end-to-end sales operations, and collaborate with cross-functional teams to deliver tailored solutions that meet the unique needs of Phoenix Controls customers. Phoenix Controls, a key part of Honeywell Building Automation, is a global leader in precision airflow control solutions designed for critical environments such as laboratories, healthcare facilities, and cleanrooms. The product portfolio includes advanced airflow control valves, monitoring systems, and integrated solutions that ensure safety, energy efficiency, and compliance with stringent industry standards. Strategic priorities for Phoenix Controls include driving innovation in airflow management, enhancing regulatory compliance, and strengthening customer relationships in life sciences, pharmaceutical, and healthcare markets. In this role, your impact on the company will be significant. By effectively leading and managing a team of sales representatives, you will drive revenue growth, contribute to the company's financial success, and strengthen customer relationships. Your ability to develop and implement sales strategies and provide strategic insights will position Honeywell as a leader in the industry and drive the company's growth and competitiveness in the market. **KEY RESPONSIBILITIES** - Lead and manage a team of sales representatives, providing guidance, coaching, and support to achieve sales targets. - Develop and implement sales strategies and plans to drive revenue growth and meet or exceed sales quotas. - Build and maintain strong relationships with key customers, understand their needs and providing appropriate solutions. - Analyze market trends and competitor activities to identify new business opportunities and drive continuous improvement. - Collaborate with cross-functional teams to ensure seamless customer onboarding, order processing, and support. - Provide strategic insights and recommendations to senior management to drive business growth and market leadership. **YOU MUST HAVE** - 10 years of experience in sales - At least 5 years of experience managing teams or in a leadership/managerial role Experience in building automation, building management systems (BMS), valve actuators, or HVAC controls. - Proven track record of achieving sales targets and driving revenue growth. - Excellent communication, negotiation, and problem-solving abilities. - Ability to build and maintain strong relationships with customers and internal stakeholders. **WE VALUE** - Bachelor's degree in business administration, Marketing, or a related field. - Strong background in sales management, especially in niche or technical sales environments. - Pharmaceuticals & Hospitals experience. - Ability to lead and motivate a team to achieve sales targets. - Continuous learning and adaptability. The annual base salary range for this position is . Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. This position is incentive plan eligible. In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell (******************************** The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities: - Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual. - Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis. - Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations. - Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations. Job-Specific Essential Duties and Responsibilities: - Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy. - Responsible for oversight and maintenance of project financial records and forecasts. - Provide strategic pricing leadership to support a new business area. - Participate in all internal and external audits. - Oversee the monthly and quarterly financial close process for assigned businesses. - Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved. - Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate. - Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely. - Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible. - Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures. - Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis. - Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel - Lead cooperative effort among members of a team. - Provides ongoing supervision too assigned staff. - Responsible for identifying and resolving issues, problems and concerns. - Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures. - Interacts with different levels of external and internal customers. - Ensures the confidentiality and security of all corporate information. - Other duties as assigned. Minimum Requirements - Bachelor's degree in related field required. - 10-12 years of relevant professional experience required. Job-Specific Minimum Requirements: - Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred. - Due to customer requirements, United States Citizenship is required. - The ability to obtain or maintain a government issued security clearance is required. -10+ years of relevant professional experience required. - At least 5 years of experience in project accounting, financial control/management or similar discipline. - 2-3 years management experience required. - Must have DoD financial experience. - Must have strategic pricing experience. - Ability to coach, develop and mentor team members. - Proficient in Microsoft Office (strong Word and Excel skills). - Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Ability to work under standards-based performance measures. - Ability to successfully execute many complex tasks simultaneously. - Ability to work as a team member, as well as independently. - Ability to be a self-starter. #techjobs #LI-PN1 #max ITFin #veterans Page #LI-Remote EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 145,000.00 Maximum Salary $ 160,000.00

Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals. Job Title: Director, Financial Services Cloud - Salesforce As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals. This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers. This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement. The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts. Responsibilities: Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle. * Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders * Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients * Determines sales strategy inclusive of win themes in partnership with regional market sales leadership * Manage an overall team utilization target of 76% * Supports development of proposal and statement of work * Drives decision making on deal structure in partnership with sales solution leads * Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates) * Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market * Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress * Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership Business development: Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts * Responsible for $15-20M+ annually within the Financial Services Cloud Capability * Proactively thinks beyond the project and product to continue to expand our engagements with our clients * Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities * Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships Client Engagement Management: Builds and cultivates relationships with senior clients (project sponsor, director level and above) * Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership * Identifies opportunities for Slalom to continue to help our clients achieve business objectives * Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria Delivery & Delivery Excellence: Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings * Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement * Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program * Provides oversight and project delivery governance best practices, and oversees project delivery quality Industry & Platform Expertise: * 10+ years' experience in the Financial Services industry * 10+ years' consulting experience * 3+ years' leading Financial Services Cloud programs * Maintains awareness of industry best practices (working with Industry leaders) * Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders) Qualifications: * Minimum 3-5 years of account/delivery management experience * Experience working with banking customers and experience in a large consulting environment * 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem * Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role * Prior experience meeting and exceeding sales targets of a similar size * Skilled at leading teams through complex technology solution sales * Passionate about financial services, and technology * Proven track record in selling through exceptional client delivery * Experienced in building relationships with customers (director level and above) * Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business * Strong customer service and interpersonal skills * Budget and project management experience * Excellent verbal and written communication skills * Able to travel up to 30% About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges: East Bay, San Francisco, Silicon Valley: Director: $249,000-$307,000 San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester: Director: $228,000-$281,000 All other locations: Director: $209,000-$258,000 In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We will accept applicants until January 30, 2026, or until the position is filled. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Valuation Services Director - Complex Financial Instruments Position Director We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. Overall Responsibilities: * Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals * Maintaining an established referral network * Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting * Contributing thought leadership in practice area * Primary advisor to clients/manage CFI engagement team members * Manager/Oversee/Train/develop other CFI valuation professionals Specific Responsibilities: * Develop and maintain strong relationships with centers of influence and professionals * Effectively manage overall client relationships to exceed client satisfaction * Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses) * Be a thought leader * Mentor, coach and train staff * Successfully integrate strategy of the firm * Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm * Promote cross selling and integrating of service line of business and more Basic Qualifications: * Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus * Professional Certifications: ABV/CPA, ASA or CFA * Experience valuing complex financial instruments * Experience with Option Pricing Models, Monte Carlo and Binomial Models * Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc. * Practice development and management, marketing and thought leadership as it relates to complex financial instruments * Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions * Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting * Demonstrated ability to develop business and a productive referral network * 8+ years in Management/Leadership/Supervisory experience * Database experience with Capital IQ * Proficiency with Microsoft Excel, Word, and PowerPoint * Flexibility to travel to clients and other RSM's offices * Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 - $269,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Travel: Up to 25% Number of Openings: 1 Achieve more in your career with the nation's leading specialty concrete contractor. At Baker Construction, you'll be part of a team that prioritizes people, invests in their development, and offers unparalleled opportunities for professional growth. In this role, you'll be integral to building the future of our country and our company. You'll collaborate across diverse teams, have a hand in significant projects, and dive headfirst into complex challenges with the best in the industry. If you are driven to do more and have the grit to follow through, you'll have everything you need to define your career on your terms. Make a meaningful impact with a team that values ambition and rewards initiative. Apply today and be more with Baker. Summary The Region Finance Manager leads all regional financial operations - partnering with project teams and Business Leaders to evaluate project performance, manage forecasts and budgets, drive critical financial activities, and deliver clear, actionable insights through regular analysis and reviews. This includes ensuring forecast accuracy, identifying risks and opportunities, and aligning financial targets with strategic and operational goals. Roles and Responsibilities The Region Finance Manager will perform the following duties in a safe, productive, and effective manner: Financial Planning * Leads development of the annual financial plan including targets and key drivers, partnering with Region Executive team to ensure linked to strategic and operating plans. Includes recommendations that support the company's financial goals and objectives * Manages quarterly forecast updates to deliver insights into changes, R&O, and gap closing plans. Ensures appropriate forecast accuracy. Financial Analysis & Reporting * Delivers financial analysis with actionable insights across the markets, customers, segments, resource planning, and cost structure. Leverages CRM analysis to support goal setting. * Ensures cost code accuracy to facilitate quality analysis/reporting as well as follow GAAP Cogs vs SGA standards * Leads management financial reporting vs budget and prior periods with actionable insights at a department level. This includes ensuring clarity of performance trends and recommendations to improve results Project & Admin Financial Leadership * Provides financial insights on pricing, project selection, and cash curve * Ensures financial targets and in-process project performance measures are effective and enabling optimal results * Establishes and oversees implementation of accounting controls and procedures on a regional basis. Acts as liaison between corporate accounting and operating regions Requirements * Bachelor's degree from four-year college or university; and 8 years related experience and/or training; or equivalent combination of education and experience. * MBA and/or other advanced certification (CCIFP) a plus. * Experience with creating and distributing Power BI reports utilizing multiple data sources is a plus. * Experience with Scheduling software such as Primavera P6, MS Project, etc. a plus. The following competencies are needed to successfully perform this job: * Ability to read, analyze, and interpret Accounting Technical Pronouncements, business-related periodicals, journals, and government regulations * Knowledgeable in Generally Accepted Accounting Principles (GAAP), specifically as pertains to construction contractors * Ability to write reports, business correspondence, and procedures * Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form * Ability to communicate complex financial concepts and data in both written and oral form * Must possess oral and written communication skills commensurate with the task of presenting complex financial concepts and data in a clear and concise manner to senior management groups of managers, clients, customers, and co-workers * Ability to maintain a high level of confidentiality * Ability to work with mathematical concepts such as probability and statistical inference * Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations * Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables * Understanding of Cost Accounting * Working knowledge of the Viewpoint Vista system * Ability to attain working proficiency with computers and Microsoft software programs such as Word, Excel, and Access * Ability to effectively present information and respond to questions from groups * Must possess strong customer service skills. * Ability to evaluate strengths and weaknesses of fellow co-workers * Ability to define problems, collect information, establish facts, and draw valid conclusions * Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists * Ability to understand the correlation between individual job success to region success and overall organizational success * Must possess working knowledge of contracts, specifications, drawings, and scope of work * Ability to understand the inter-relationship between operations, cost control, accounts payables, and accounts receivables At Baker Construction, we welcome those who are driven to make things happen. Your tenacity will be rewarded with great pay, excellent benefits, and opportunities to make your mark. This is an opportunity to own your future while working alongside co-workers who are united in our purpose to build better structures and better lives. Go further with an industry leader that puts people first, honors its word, and has the grit to achieve greatness. Baker is an EOE Disability/Veterans Employer. Applicants with physical and/or mental disabilities who require a reasonable accommodation for any or part of the application process may make their requests known by emailing ************************ or calling ************** and asking for HR. Nearest Major Market: Charlotte

NATURE OF POSITION: Directs, coordinates and administers all financial transactions for High Country Community Health, Inc. in such a manner that ensures the integrity, accuracy and transparency of the financial reporting and security of the assets of the organization. On-site work. Hybrid possibility after probationary period of 120 days minimum. I. QUALIFICATIONS A. Graduate of accredited college or university with an appropriate degree in accounting and finance. CPA preferred. B. Three to five years of experience as a finance manager or accountant. C. Experience in a Non-Profit environment with public and private funding. D. Healthcare experience E. Knowledge and experience with establishment and maintenance of computer programs related to collection of financial data. F. Strong organizational and communication skills. II. RESPONSIBLE TO: Chief Financial Officer Requirements III. RESPONSIBILITIES: A. Prepares and manages the monthly close, reconciliations and preparation of financial reporting including board reports, grant reconciliation and reporting and audit preparation. B. Assists in the preparation of the budget, forecasts, inventory control, insurance and the supervision of Payroll, Accounts Payable and Accounts Receivable. C. Optimizes cash flow through aggressive management of payables and receivables and other fund sources. D. Analyzes and interprets financial data and develops reports to reflect internal economic conditions and trends. E. Direction and control of comprehensive budget preparations and effective revenue and cost forecasts. F. Preparation of accurate and understandable financial statements quarterly including balance sheets, statements of revenue and expenditures; total operating costs by funding sources and unexpected revenues and donations as well as statement of expenditures by cost centers. G. Coordinates materials for annual audit and preparation of all tax returns, as well as Form 990. Completes year-end IRS reports. H. Reviews and approves all cash disbursements. I. Responsibility for accurate maintenance of records of all fixed assets and depreciation schedule. Acts as liaison with all departments to ensure equipment control. J. Responsibility for supervision of general ledger preparation and coordination of material for computer service center. K. Interpretation of regulations applicable to health care financing. L. Participates in designated Performance Improvement Programs and attends all meetings. M. Performs other related duties incidental to the work described herein. VI. Employment Status: Full time/Exempt

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

Compensation: To $140K. Job Overview - Financial Controller - JO# 33989 Our client, a privately held financial services firm, is seeking a Controller to join its leadership team. This role reports directly to the CFO and plays a critical role in overseeing GAAP accounting, financial reporting, audit coordination, and reconciliation activities across multiple entities. The Controller will lead and scale the accounting function while supporting a fast-paced, transaction-driven business operating in the wholesale financial markets Job Responsibilities * Oversee day-to-day accounting operations, including general ledger management, journal entries, and account reconciliations * Support an international footprint with local teams handling regulatory filings; this role focuses on financial reporting and oversight * Lead monthly and annual close processes and prepare GAAP financial statements across the U.S. parent and international entities * Manage consolidation and intercompany accounting for multiple subsidiaries, including offshore entities * Supervise and develop the accounting and reconciliation teams, with responsibility for future team expansion * Partner with external auditors to manage interim and annual audits and support required documentation * Oversee trade and accounting reconciliation activities in a brokerage-style environment * Establish, maintain, and enhance accounting policies, procedures, and internal controls * Support financial reporting provided to compliance and regulatory stakeholders within KYC and AML environments * Drive process improvements, systems optimization, and accounting function scalability * Play a key role in ERP utilization and enhancements (NetSuite) Requirements * Bachelor's degree in Accounting * CPA strongly preferred * Background in public accounting and/or industry accounting leadership * Experience with GAAP accounting, financial reporting, and audit management * Prior exposure to financial services, trading, or brokerage-style environments preferred but not required * Experience leading and growing accounting teams * Advanced Excel skills and ERP experience (NetSuite preferred) * Ability to thrive in a fast-paced, deadline-driven environment * Strong leadership presence with a long-term mindset and commitment to the organization Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-AF1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

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

General Definition of Work Performs intermediate skilled administrative support work maintaining a variety of financial records, reports and documents, preparing required or requested fiscal reports, receiving, processing and receipting incoming monies, processing purchase requisitions, keeping accurate records of budget activity, verifying payroll records, securing substitute teachers, and related work as apparent or assigned. Work is performed under the limited supervision of the Principal. Qualification Requirements Combination of education and experience equivalent to graduation from a two year or community college with coursework in finance, business or accounting. PC skills required. Experience with Microsoft Word and Excel required. Special Requirements Notary Public Knowledge, Skills and Abilities Ability to operate all standard office equipment at a very good level of efficiency. Ability to read and follow rules, procedures, and instructions. Ability to work independently without close supervision. Ability to speak clearly. Good communication skills - written and oral. Ability to understand and follow written and oral directions. Ability to establish and maintain effective working relationships with associates and the general public. Working knowledge of office practices, basic bookkeeping, and basic accounting clerical methods, and ability to compile information based on general instructions. Salary Grade NC08 for this location Reports to Principal Essential Functions Prepares and maintains financial systems and records. Receives, receipts, accounts for, and deposits school funds. Prepares invoices for payment, checks for documentation, charges, discounts and approval. Maintains internal audit policies and procedures. Prepares purchase orders and checks for purchases made by school. Posts receipts and disbursements to school fund accounts. Prepares daily report of funds received and deposited as well as funds disbursed. Reconciles bank statements. Prepares a wide variety of accounting, fiscal, statistical and similar reports. Prepares for and assists with outside audits. Maintains financial records for instructional supply funds for all departments. Purchases supplies and maintains inventory. Prepares purchase orders for payment and verify coding. Prepares, submits, and maintains payroll information. Works with teachers on personnel issues, such as insurance, longevity, annual leave, sick leave, etc. Assists administrators in procurement and assignment of substitutes. Performs general clerical work as required. Performs other related tasks as required. Physical Requirements This work requires the occasional exertion of up to 25 pounds of force. Work regularly requires speaking or hearing, frequently requires standing, walking and sitting and occasionally requires using hands to finger, handle or feel, stooping, kneeling, crouching or crawling, reaching with hands and arms, lifting and repetitive motions. Work has standard vision requirements. Vocal communication is required for expressing or exchanging ideas by means of the spoken word and conveying detailed or important instructions to others accurately, loudly or quickly. Hearing is required to perceive information at normal spoken word levels and to receive detailed information through oral communications and/or to make fine distinctions in sound. Work requires preparing and analyzing written or computer data. Work has no exposure to environmental conditions. Work is generally in a moderately noisy location (e.g. business office, light traffic). Disclaimer The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Exec Senior Level CHARLOTTE, NC, US 2 days ago Requisition ID: 2613 Founded in 1910, Charlotte Country Club is located four miles east of uptown Charlotte, in the historic Plaza-Midwood neighborhood. Charlotte Country Club is known as a top 20 private club in the US and was also recognized as a Top-50 Platinum Club of the World by the Club Leaders Forum. At the heart of Charlotte Country Club lies a commitment to exceptional hospitality and service. Our team is comprised of dedicated professionals who share a passion for delivering unforgettable experiences to our members and guests. Whether indulging in fine dining, hosting memorable events, or simply enjoying the company of fellow members, Charlotte Country Club offers a haven of sophistication and relaxation. General Description The Chief Financial Officer (CFO) reports directly to the General Manager/COO, and consistent with the mission of Charlotte Country Club, is responsible for assisting the General Manager/COO in directing the Club's accounting functions including establishing and maintaining the Club's accounting principles, practices, and procedures. The CFO will build and manage effective and streamlined financial and administrative systems, including financial, accounting, legal, information technology, and physical infrastructure. Essential Functions Serve as a role model for Charlotte Country Club, exhibiting Club core values and working to achieve the Club mission. Develop positive relationships with Members, Board of Governors, community, and staff. Define the process, systems and infrastructure needed to support the Club's financial health and projected growth over the next 5 to 10 years. Manage all financial planning, reporting and analysis for the Club. This includes strategic planning, evaluation, and professional development initiatives. Lead our accounting team, operation, and guide all aspects of our financial systems, reporting, and audit and tax preparation. Create and present monthly and annual financial reporting materials and metrics for the Club's Board of Governors. Responsible for comprehensive budgeting, financial forecasting, and cash flow for administration, existing programs, proposed new programs, and facilities. Coordinate and prepare for annual audit and tax activities. Serve as a business partner to the General Manager/COO on the organization's financial, budgeting, and administrative processes - including HR, payroll, and benefits functions - with an eye to continuously developing and improving systems, timely analysis, solutions, and reporting capabilities. Participate in and serve on Club committees such as Board of Governors, Finance Committee, and other committees as directed by the General Manager/COO. Manage the Club's current Information Technology (IT) infrastructure and oversee vendors providing IT support and services. Plan for and design the organization's IT for continued growth and successfully implement changes to meet future hardware and software needs with an eye towards staying ahead of the industry curve. Assists in the management of the organization's physical capital improvement plans with the General Manager/COO, Facilities Manager, and other department heads. This includes consultation and assistance in contracts, planning, and budgeting regarding projects and operations. Collaborate with the General Manager/COO and Director of Human Resources to ensure the Club's benefits and compensation strategy aligns with both financial goals and the needs of the staff to include regulatory compliance. Remain aware of current market trends and effectively incorporate into applicable areas. Qualifications Personal qualities of integrity, honesty, and credibility with a commitment to our Club's mission. Excellent people skills, with experience collaborating in a multi-disciplinary, diverse, and dynamic team. Demonstrated competencies include analytical, problem solving, sound judgment, leadership, delegation, management skills, planning, organization, safety, security, quality, oral, and written communications. Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding investment in people and systems. Proven effectiveness leading professionals in finance and accounting. Technologically savvy, with an ability to point to examples of having worked with IT staff to develop and implement new processes and systems that increased efficiency in a fast-moving environment. Flexible and a self‑starter with the ability to prioritize efforts, multi‑task while being highly detail oriented, and achieve objectives by deadlines. Exceptional leadership with the ability to influence at all levels of the organization to gain commitment and support for key strategies. Goes above and beyond to demonstrate awareness and understanding to deliver exceptional service to members and staff. Computer literate, including Microsoft Office, advanced Excel, PowerPoint, Word, POS, and HRIS platforms. Education/Experience Bachelor's degree in accounting or finance, with an MA or MBA preferred. CPA or CHAE certification is a plus. A minimum of 8-10 years of professional experience, including managing the finance and administration of a high‑growth $20 million organization, with preference given to non‑profit experience. Demonstrated experience in financial management and accounting (five or more years), ideally in the non‑profit and/or hospitality sector. Experience should include legal, audit, compliance, budget, and resource development. Our team members are a friendly group of professionals! We enjoy a beautiful working environment, free meals, staff outings & events, and much more. We also offer an assortment of medical benefits & perks for eligible team members including paid time off, paid parental leave, free long‑term disability insurance, free group life and accidental death & dismemberment insurance, 401(k) match and health savings account contributions from the Club. We have a positive work environment with a dedicated, hardworking, and fun‑spirited team and polite and respectful leadership. Pre‑Employment All candidates will be required to successfully complete a pre‑employment background check and drug screen. #J-18808-Ljbffr

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