Finance vice president jobs in Kettering, OH - 508 jobs

Title: Vice President, Preconstruction - Advanced Technology Salary: Up to $300k base + Benefits Client: A top tier national General Contractor - advanced technology division delivering complex projects across the US. On Offer: Executive leadership role with national scope and visibility Ownership of a dedicated advanced technology preconstruction and planning function Direct partnership with executive leadership, operations, and business development Involvement in advanced technology sectors including data centers and semiconductor facilities Opportunity to build, lead, and scale high performing planning teams Long term growth and succession potential within the organization Responsibilities: Lead a national project planning and preconstruction services team supporting advanced technology pursuits Set and execute preconstruction strategy aligned with business and operational objectives Oversee estimating, procurement planning, pricing consistency, and risk management Manage staffing, workflows, budgets, and cost recovery across multiple projects Partner with operations and business development on pursuits, proposals, and client presentations Drive early client engagement and position the company's preconstruction value Ensure consistent, high quality, and client focused preconstruction delivery nationwide Requirements: 12 plus years of industry experience with a strong focus on preconstruction and planning Proven background in advanced technology or technical construction environments Deep understanding of estimating, procurement planning, and preconstruction risk management Experience leading enterprise level teams in a decentralized organization Strong relationships with key electrical and mechanical subcontractors Bachelor's degree in construction management, engineering, or equivalent experience Ability to operate at both strategic and hands on leadership levels

A leading accounting firm in Cincinnati, OH, is seeking a Chief Financial Officer (CFO) to oversee financial planning and reporting, manage client relationships, and drive strategic initiatives. The ideal candidate will have over 15 years of accounting experience, with at least 10 years in a supervisory role. This role demands strong interpersonal skills, the ability to manage multiple client engagements, and a passion for client service, offering significant opportunities for professional growth and leadership development in a supportive team environment. #J-18808-Ljbffr

Job Description Company Snapshot Centennial is partnering with a privately held company that is a profitable and growing organization with a long-standing record of success and a strong, recognizable brand. Headquartered in Cincinnati, Ohio, it operates with a culture of innovation, collaboration, and high performance. The business is committed to strengthening financial systems and processes to support continued expansion and operational excellence. Leadership stability and low turnover make this a long-term, strategic career opportunity for the right financial executive. Position Overview The Chief Financial Officer (CFO) serves as a key member of the Executive Team, reporting directly to the President & CEO. This role is responsible for providing strategic financial leadership, managing all accounting and treasury functions, and driving the company's financial strategy across all business units. The CFO partners closely with executive leadership to optimize profitability, manage cash and debt, and strengthen internal controls. Strategic Opportunity The CFO will play a central role in shaping the company's long-term financial strategy and influencing its overall direction. This includes modernizing financial systems, implementing stronger controls, and ensuring sustainable growth. The CFO will also act as a mentor and advisor, leading a capable team that includes the Vice President, Controller, Vice President of Treasury, and Vice President, Financial Planning and Analysis. Key Responsibilities • Provide strategic leadership and serve as a trusted financial advisor to the CEO and executive team. • Develop and execute financial strategies aligned with long-term growth objectives. • Oversee budgeting, forecasting, and financial reporting across all business units. • Strengthen internal controls, ensure regulatory compliance, and enhance accounting operations. • Manage cash flow, capital allocation, and debt reduction initiatives. • Oversee banking, audit, and financial partner relationships. • Develop KPIs and financial metrics to monitor organizational performance. • Lead, coach, and develop the finance and treasury teams to achieve excellence and accountability. Qualifications • Bachelor's degree in Accounting, Finance, or related field (MBA preferred). • Certified Public Accountant (CPA) strongly preferred. • 10+ years of senior-level financial leadership experience, including 3+ years as a CFO. • Experience in privately held or growth-oriented organizations preferred. • Proven ability to work with boards, investors, and external partners. • Strong analytical, strategic planning, and communication skills. • Experience working with multiple systems and complexities. • Multi-unit and/or multi-divisional experience is preferred. • ERP implementation experience is a plus.

Work Arrangement: Fully Onsite Salary Range: $140,000 - $200,000 annually, commensurate with experience We are seeking a highly motivated, hands-on Controller to step into a critical cleanup and stabilization role within our accounting function. This role is ideal for a self-starter who thrives in environments that need structure, clarity, and operational rigor. The Controller will assess the current state, define and implement accounting processes with minimal guidance, and bring the organization to a clean, well-controlled, and audit-ready position. Key Responsibilities Oversee day-to-day accounting operations, including general ledger, month-end close, and financial reporting Perform and lead detailed account reconciliations, identifying and resolving discrepancies Establish, document, and enforce accounting processes, internal controls, and expectations for the accounting team Ensure compliance with GAAP and support accurate financial statement preparation Lead accounting cleanup initiatives, including historical reconciliations and process remediation Drive audit readiness and serve as a key point of contact during audits Set clear performance expectations and provide hands-on leadership to the accounting team Identify and implement process improvements to strengthen accuracy, efficiency, and controls Ideal Candidate Profile Proven experience as a Controller or senior-level accounting leader Strong knowledge of GAAP, internal controls, and financial reporting Demonstrated success in cleanup, turnaround, or process-build environments Highly self-directed with the ability to operate effectively with little to no guidance Comfortable setting structure, accountability, and expectations for a team Detail-oriented, hands-on, and solutions-focused Strong communication and leadership skills Why This Role? Immediate opportunity to make a meaningful impact High level of autonomy and trust Short-term engagement with potential to convert to long-term or permanent employment Ideal for a Controller who enjoys fixing problems, building structure, and driving operational excellence

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Operations Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $206,000.00 - $332,200.00 Target Openings 1 What Is the Opportunity? The Vice President, Market Facing Operations is responsible for ensuring overall operational excellence and superior service in support of the Small Commercial/Middle Market Business Center (SC/MMBC) business and Travelers Operations strategy. This role provides strategic oversight while ensuring a deep understanding and responsiveness to customer and stakeholder needs, with a primary focus on delivering measurable results that drive business growth. As a member of the Operations senior leadership team, the incumbent contributes strategic thought leadership and maintains execution accountability across Business Insurance and Travelers Operations. The role includes shared accountability for defining and contributing to the strategic Business Insurance Operations agenda, ensuring all initiatives deliver tangible results aligned with organizational objectives. Leading an organization of over 600 employees across an expansive geographic footprint, this position oversees the SC/MMBC segment-a dynamic organization comprised of several distinct business units with P&L and business plan contribution responsibilities, customer and agent interaction, and complex field organizational oversight. Success requires navigating diverse stakeholder relationships while consistently delivering results through operational excellence. Key leadership competencies include inclusive leadership, talent metabolism, future-focused workforce management practices, and strong coaching and development skills. The role demands a results-driven approach that balances strategic vision with tactical execution to achieve business objectives and exceed performance expectations. As of the date of this posting, Travelers anticipates that this posting will remain open until 2/6/26. What Will You Do? * Contribute to the overall Business Insurance strategic business agenda. * In partnership with market facing business leadership, participate in development of business strategy. Ensure an Operational perspective is represented and demonstrate exemplary leadership to support profit, growth and expense management goals. * Maintain thorough understanding of the business and business strategy to translate needs into internal operational capabilities. * Develop and ensure the implementation of operational and policy service strategies, policies, workflow processes and standards, and performance measurements and metrics to support business and operational strategies; ensure effective and efficient execution of these strategies. * Responsible for strategic and tactical business planning, people and resource management, customer service, operations and budget management. * Provides strategic oversight for Operations supporting the BI businesses, ensuring a deep understanding and responsiveness to customer and stakeholder needs. * Demonstrates sound fiscal management by allocating resources to meet business, operational and customer objectives, including forecasting, resource planning, prioritization and budgetary ownership. * Provides leadership toward the achievement and attainment of consistent higher efficiency and quality results; assess and implement organizational improvements that will enhance success; coach and motivate leadership and teams to produce outstanding results and achievements. * Provide leadership and stewardship to shape the customer experience to drive results; provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience. * Provides executive oversight of agent and customer satisfaction and ensures delivery of superior agent and customer experience. * Creates a high performing culture driven by individuals with diverse experiences, thoughts, and backgrounds. * Purposefully foster a work environment where all employees are included and appreciated. Attract, retain, engage and develop employees from all cultures and backgrounds. * Drives and owns change management across the organizations synchronous to business and operational strategies, integrating and streamlining operational delivery. * Ensures commitment to and outcomes of a robust talent acquisition, development and management focus and process in alignment with business and Operations related strategies. * Ensures compliance with regulatory requirements. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * 10 years work experience in a leadership role within an Field-Production, Operations or Service environment. * Large scale organizational leadership experience. * Strategic Planning and foresight - sets and drives cross-functional objectives and priorities and forms a vision for the future. * Influencing, Leadership - able to influence peers and broader teams through an inclusive style and recognition of their abilities and knowledge. * Understanding & Navigating the Organization. * Building Relationships - leads and seeks effective partnerships across the organization. * Talent and Culture Development. * Change Leadership. * Risk Taking, Innovation. * Conceptual and practical understanding of related technology applications. * Experience in flow business including operational aspects and sales and service capabilities. * Bachelor's Degree preferred. What is a Must Have? * Minimum seven years experience in a leadership role within a Field-Production, Operations or Service environment. * Familiarity with Operations: metrics/productivity measurement, modeling and forecasting. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************

Job Description A well-established supplier in the automotive sector is recruiting for a seasoned Chief Financial Officer to become part of their senior leadership group. This strategic executive position reports to the CEO and encompasses oversight of financial operations throughout their United States locations. The organization has built a reputation for its committed team members and capable leadership, presenting an opportunity for high visibility within a dependable manufacturing setting. The ideal candidate will oversee an established finance function and contribute significantly to the company's fiscal performance while delivering reliable financial analysis and strategic counsel to senior leadership. Key Responsibilities Strategic Financial Leadership Prepare quarterly forecasts and respond to corporate reporting requirements Lead strategic and financial planning in alignment with corporate guidelines and objectives Develop and coordinate mid-range plans (MRP) and annual budgets across all operations Optimize profitability to ensure sustained growth and adequate returns to shareholders Serve as a key member of the executive management team, partnering closely with the CEO to drive organizational success Financial Operations & Reporting Analyze part profitability Ensure timely and accurate financial reporting to the parent company Ensure all tax returns are filed timely and coordinate tax planning efforts Manage treasury functions and cash flow forecasting Review and approve capital appropriation requests according to the approval matrix Oversee all finance and administration functions, including financial and cost accounting, controlling, treasury, and budgeting Department Leadership Serve as Trustee for the employee 401(k) benefit program Define and implement personnel policies for the finance department Manage a fully staffed finance team Develop annual bonus program targets and oversee benefit program changes Business Partnership & Analysis Coordinate special projects and analyses as identified by the President Monitor and resolve customer collection issues, particularly with OEM invoicing requirements Prepare financial projections and business cases for major new programs and capital expenditure (CapEx) projects Create and maintain executive-level reporting dashboards Review and analyze the financial impact of major contracts Legal & Compliance Review key contracts with applicable departments (sales, purchasing, tooling) Maintain and ensure compliance with the authority and approval matrix Coordinate administration of legal proceedings with corporate counsel Requirements Education MBA or advanced degree in Finance/Accounting (preferred) Bachelor's degree in Accounting, Finance, or related field Experience Strong background managing finance departments within manufacturing environments Proven experience as a CFO or senior finance leader in a manufacturing organization with annual revenues exceeding the $300 million range Automotive industry experience - automotive components manufacturer serving Tier 1 suppliers and OEMs Experience with U.S. GAAP and multi-entity consolidations preferred (IFRS) Demonstrated success in financial reporting, budgeting, forecasting, and strategic planning Technical Skills Strong reporting and dashboard creation skills Advanced financial modeling and analysis capabilities Proficiency working with ERP systems Soft Skills & Competencies Strong problem-solving and analytical capabilities Trustworthy and able to maintain confidentiality Strategic thinker with strong business partnership skills Proven ability to work effectively with executive teams Excellent leadership and communication abilities Other Requirements Willingness to travel annually to other US operations and internationally for corporate meetings Preferred Qualifications Knowledge of precision components manufacturing or advanced manufacturing environment Experience working with international parent companies and matrix reporting structures Familiarity with European business practices Benefits Compensation & Benefits Package Base Salary: $200,000 - $235,000 Bonus: Performance-based bonus, tied to financial metrics and personal goals Benefits: Comprehensive medical insurance 401(k) retirement plan Dental and vision coverage Life Insurance Car allowance Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at ****************************** Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. State-Specific Information: Rhode Island: We do not request or require salary history from applicants. Connecticut: We provide wage range information upon request or before discussing compensation. 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Job DescriptionJob Opportunity - Vice President, Chief Financial Officer - St. Mary Development Corporation - Dayton, OH Salary Range - $120k to $140k Are you passionate about nonprofit financial leadership? Do you have experience in real estate finance and cost accounting? Can you lead a finance team to drive organizational growth and compliance? If yes, let's talk! Position Overview: The CFO will lead the Finance Department, fostering collaboration with other departments and proactively identifying opportunities and necessary changes. They will implement effective reporting processes to keep the President and Vice Presidents informed about progress, challenges, and compliance without requiring them to delve into operational details. Key Responsibilities: Lead the Finance Department in preparing all financial statements, including income statements, balance sheets, and reports for governmental agencies and foundations. Oversee the annual audit and tax return preparation, ensuring compliance with all regulatory requirements. Manage the financial aspects of real estate development and asset management, including construction cost accounting, equity draws, and compliance reports. Supervise the Finance Department to ensure timely completion of routine work and special projects. Prepare and monitor the budget monthly, providing reports to department managers and the Board. Manage cash, loans, and lines of credit to meet organizational goals. Collaborate with other department heads to monitor budgets and make recommendations for improvements. Coordinate strategic planning with the President and senior staff, establishing priorities and suggesting improvements to current methods. Prepare accurate and timely tax and non-tax related reports for government agencies and investors. Study long-range economic trends and project their impact on future growth in revenue and expenses. Recruit, train, and manage Finance Department staff to ensure the department is adequately staffed and prepared for future workload changes. Qualifications: Master's degree in Business Administration, Accounting, or Finance preferred. Certified Public Accountant (CPA) designation preferred. Eight to ten years of experience in financial management required. Five years of experience in finance for a nonprofit organization preferred. Experience with real estate development finance, especially affordable housing development, highly preferred. Proficiency in using Great Plains and Oracle Net Suite preferred. Competencies: Adaptability: ability to adjust management style to achieve goals. Initiative: recognize opportunities for improvement and take action. Professionalism: build and maintain respect and trust with co-workers and clients. Excellent under pressure and within tight deadlines. Strong management and supervisory skills. Exceptional people skills, with the ability to adapt to various situations and individuals. Comprehensive knowledge of financial principles and practices. Excellent analytical, organizational, verbal, and written communication skills. Proficient in database and accounting software. Ability to work both independently and collaboratively. About Us: St. Mary Development Corporation (SMDC) is a leading non-profit organization dedicated to enhancing the quality of life for individuals and families through affordable housing and community development. We are committed to creating a positive impact in the communities we serve. Why Join Us? We welcome all people to engage in our work. Diversity, equity, and inclusion are an inseparable part of our mission. Grounded firmly in the belief that our work is a calling from God, we are committed to practicing inclusion, continually working toward a more equitable future for our co-workers, residents, and partners. Please apply online today! We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, or genetic information (including family medical history). #ZR

Job DescriptionNonProfit Fractional Chief Financial Officer (CFO) Part-time | Hybrid Opportunity | Cincinnati, OhioReports to: Executive Leadership Manages: Finance & Accounting team (3-4 members) Position OverviewAn established organization is seeking a Fractional CFO to serve as a strategic financial advisor, providing high-level financial oversight, strategic planning, and fiscal leadership. This individual will ensure financial stability, regulatory compliance, and alignment with organizational goals for sustainability and growth. The role is well-suited for experienced financial executives seeking a flexible part-time or contract engagement. Key Responsibilities Advise the CEO, Board, and executive leadership team on financial strategy, forecasting, compliance, and risk management. Lead long-term financial planning, growth, and sustainability strategies. Support strategic initiatives, including partnerships, investment management, and capital projects. Oversee financial reporting, budgeting, and forecasting processes. Partner with senior finance staff to ensure accurate and timely financial statements. Provide oversight of accounting functions (AP/AR, bank reconciliation, etc.). Support audit preparation and manage interactions with external auditors. Develop and implement financial policies, procedures, and internal controls. Drive continuous improvement within finance operations. Monitor grant budgets and ensure compliance with funder requirements. Advise on financial aspects of grant applications and funding sources. Ensure adherence to GAAP, regulatory requirements, and best practices. Qualifications Bachelor's degree in accounting, finance, or related field required. 10+ years of progressive financial and accounting leadership. Nonprofit experience strongly preferred. Strong technical fluency with financial systems and MS Office. Proven experience advising executive leadership and Boards. Ability to thrive in a dynamic, fast-paced environment. Excellent project, process management, and communication skills. Working Environment Hybrid opportunity with flexibility in scheduling. Estimated 8-20 hours per week, depending on organizational needs. Blend of remote and in-office collaboration required for meetings, reporting deadlines, and presentations.

Job Opportunity - Vice President, Chief Financial Officer - St. Mary Development Corporation - Dayton, OH Salary Range - $120k to $140k Are you passionate about nonprofit financial leadership? Do you have experience in real estate finance and cost accounting? Can you lead a finance team to drive organizational growth and compliance? If yes, let's talk! Position Overview: The CFO will lead the Finance Department, fostering collaboration with other departments and proactively identifying opportunities and necessary changes. They will implement effective reporting processes to keep the President and Vice Presidents informed about progress, challenges, and compliance without requiring them to delve into operational details. Key Responsibilities: Lead the Finance Department in preparing all financial statements, including income statements, balance sheets, and reports for governmental agencies and foundations. Oversee the annual audit and tax return preparation, ensuring compliance with all regulatory requirements. Manage the financial aspects of real estate development and asset management, including construction cost accounting, equity draws, and compliance reports. Supervise the Finance Department to ensure timely completion of routine work and special projects. Prepare and monitor the budget monthly, providing reports to department managers and the Board. Manage cash, loans, and lines of credit to meet organizational goals. Collaborate with other department heads to monitor budgets and make recommendations for improvements. Coordinate strategic planning with the President and senior staff, establishing priorities and suggesting improvements to current methods. Prepare accurate and timely tax and non-tax related reports for government agencies and investors. Study long-range economic trends and project their impact on future growth in revenue and expenses. Recruit, train, and manage Finance Department staff to ensure the department is adequately staffed and prepared for future workload changes. Qualifications: Master's degree in Business Administration, Accounting, or Finance preferred. Certified Public Accountant (CPA) designation preferred. Eight to ten years of experience in financial management required. Five years of experience in finance for a nonprofit organization preferred. Experience with real estate development finance, especially affordable housing development, highly preferred. Proficiency in using Great Plains and Oracle Net Suite preferred. Competencies: Adaptability: ability to adjust management style to achieve goals. Initiative: recognize opportunities for improvement and take action. Professionalism: build and maintain respect and trust with co-workers and clients. Excellent under pressure and within tight deadlines. Strong management and supervisory skills. Exceptional people skills, with the ability to adapt to various situations and individuals. Comprehensive knowledge of financial principles and practices. Excellent analytical, organizational, verbal, and written communication skills. Proficient in database and accounting software. Ability to work both independently and collaboratively. About Us: St. Mary Development Corporation (SMDC) is a leading non-profit organization dedicated to enhancing the quality of life for individuals and families through affordable housing and community development. We are committed to creating a positive impact in the communities we serve. Why Join Us? We welcome all people to engage in our work. Diversity, equity, and inclusion are an inseparable part of our mission. Grounded firmly in the belief that our work is a calling from God, we are committed to practicing inclusion, continually working toward a more equitable future for our co-workers, residents, and partners. Please apply online today! We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, or genetic information (including family medical history). #ZR

- The Finance Policy and Controls VP is responsible for overseeing the development, implementation, and monitoring of accounting policies and internal controls. This role ensures compliance with GAAP and statutory requirements, supports audit readiness, and drives continuous improvement in financial reporting processes. The director collaborates with internal and external auditors, leads remediation of audit findings, and supports the organization's risk management objectives. Key Accountabilities/Deliverables: Lead the evaluation and enhancement of internal controls over financial reporting, including quarterly attestation and walkthroughs of business processes. Coordinate with external auditors to address audit findings, material weaknesses, and ensure timely completion of audits. Develop and maintain detailed close calendars for all accounting entries (Underwriting, Expenses, Investments, Actuarial), supporting both GAAP and Statutory reporting. Manage the documentation and resolution of audit issues, including root cause analysis, risk assessment, and mitigation planning. Oversee the implementation of new procedures, reconciliations, testing of balances and improve data quality. Liaise with the business to support the integration of acquired entities, new business products to ensure compliance with the Company's control framework Support SOX readiness and policy management, including scoping to prepare for the next stage of the Company's growth Collaborate with IT, FP&A, Actuarial and other business units to ensure controls are integrated across systems and processes. Serve as a liaison between management, audit committee, and external auditors, providing updates and recommendations on control environment improvements. Technical Knowledge and Understanding: Deep knowledge of generally accepted accounting principles (GAAP), statutory accounting, and auditing standards. Expertise in internal controls design, implementation, and testing. Familiarity with SOC reporting, service auditor opinions, and vendor management controls. Proficiency in data analytics, financial systems, and close calendar management. Understanding of regulatory requirements and industry best practices for risk management and audit readiness. Experience: 10+ years in accounting, audit, or controls management roles, preferably within insurance or financial services. Demonstrated experience leading audit remediation, controls enhancement, and cross-functional projects. Prior experience collaborating with external auditors and managing SOC reviews. Proven ability to drive process improvements, manage teams, and communicate effectively with senior management and the board. Professional certifications (CPA, CIA, CISA, or equivalent) preferred. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position. #LI-Hybrid - At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice conducts valuations for such purposes as closely-held business valuations, stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805) and impairment testing (ASC 350 / 360). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: Perform thoughtful and accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models Conduct research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates Manage valuation engagements from the planning stage to presentation of a client-ready deliverable Supervise junior staff concerning technical judgment and project execution and analysis Build and maintain ongoing client relationships Partner with business development professionals to develop opportunities, including scoping of work and preparing engagement letters Become involved in team improvement efforts, such as recruiting/training, and improving market data, internal templates and models What you will need: Minimum of 5-7 years' work experience in a valuation capacity Bachelor's or Master's degree in Finance, Accounting, or Economics CFA and/or ASA designation(s) achieved or in process is a plus Advanced knowledge of Microsoft Office products, especially Excel Strong verbal, written communication, listening and interpersonal skills Superior analytical capabilities and aptitude to think critically Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements Strong work ethic and capacity to work flexible hours around critical due dates Current authorization to work in the United States What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Reimbursement for admission fees and study material for professional designations Growth - VRC is growing, and so can your career For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.

Globe Food Equipment, a Middleby company, is a global leader in manufacturing foodservice equipment for restaurants, schools, healthcare facilities, supermarkets, and more. With a diverse product portfolio that includes commercial mixers, slicers, electric and gas cooking equipment, and a wide range of food preparation solutions, Globe is committed to delivering innovative, high-quality solutions to our customers worldwide. We are seeking a Vice President of Finance to join our senior leadership team and help drive the company's strategic and financial success. Reporting directly to the President, the VP of Finance will play a critical role in shaping and executing strategic business initiatives, providing leadership to senior and mid-level managers, and spearheading company-wide strategic planning and leadership development initiatives. This role oversees the finance and human resource functions of the company which include: Responsibilities: Finance Department: * Serve as Globe's primary liaison to Middleby Corporate, ensuring compliance with directives and inquiries. * Lead financial planning processes, including budgeting and forecasting. * Deliver accurate and timely financial reporting, including GAAP-compliant financial statements. * Collaborate with the Corporate Tax department on federal, state, and local tax compliance and preparation. * Provide precise sales reporting to internal teams, corporate finance, customers, and buying groups. * Distribute internal management reports and performance data. * Develop and maintain internal controls across all financial processes. * Oversee treasury activities, including banking, wires, and payment approvals. * Oversee payroll and time management process. * Maintain property records and manage capital expenditure process. Human Resources: * Serve as a trusted advocate and resource for employees. * Oversee recruiting, hiring, and onboarding processes. * Lead employee benefits management, including open enrollment, issue resolution, and vendor relations. * Maintain and update the employee handbook, policies, and job descriptions. * Manage performance and salary structures. * Ensure compliance with record retention and reporting requirements. Qualifications: * Bachelor's degree in business required; master's degree preferred. * Active CPA certification preferred. * Proven experience in budgeting, forecasting, and financial management. * Familiarity with the Macola ERP system is a plus. * A minimum of 5 years of management and leadership experience. This is an excellent opportunity for a strategic leader to make a significant impact on a growing organization within a dynamic industry. Globe Food Equipment is an Equal Employment Opportunity (EOE/M/F/Vets/Disabled) employer and welcomes all qualified applicants.

Raymond Storage Concepts is a leading provider of customized material handling solutions, dedicated to warehouse and fleet optimization. Covering Ohio, Kentucky, Southeast Indiana and West Virginia, Raymond Storage Concepts is an authorized sales and service center for Raymond Corporation, a global leader in materials handling technology, expertise and support. Headquartered in Cincinnati, we service our clients through a network of regional locations, including Columbus and Louisville. Position Overview The Chief Financial Officer plays a critical role in overseeing the organization's financial health, ensuring accurate reporting, and driving strategic improvements across departments. This position requires a hands-on approach to analyzing financial data, maintaining compliance, and collaborating with stakeholders to support both short- and long-term goals. By providing actionable insights and ensuring sound financial practices, this role directly contributes to the organization's success and sustainability. Responsibilities include, but not limited to: Financial Performance Monitoring and Improvement Analyze financial performance to identify trends, areas for improvement, and strategic opportunities. Collaborate with the accounting team to establish and track annual and quarterly goals, ensuring prioritized focus areas are addressed. Risk Mitigation Monitor general financial conditions to proactively identify and mitigate potential risks. Conduct contract reviews to assess terms and mitigate risks. Ensure compliance with J-SOX compliance. Oversee annual insurance data compilation and evaluate coverage levels and rates. Financial Oversight Review financial statements monthly to ensure technical accuracy, address issues, and highlight areas for improvement. Deliver detailed commentary on monthly financial performance to internal stakeholders and external entities such as banks and auditors. Prepare and submit quarterly lease reports, ensuring compliance and accurate documentation. Review and monitor building leases for rate changes, renewals, and impacts on financial reporting. Provide high-level payroll and commission reviews. Banking and Financial Relationships Maintain relationships with Raymond Finance and local banks to ensure sufficient borrowing capacity for daily operations and project financing. Manage relationships with financial auditors and tax consultants, ensuring regulatory compliance and optimized tax strategies. Forecasting and Budgeting Develop and present a rolling three-month revenue and profit forecast. Coordinate multiple budget iterations throughout the year with departments, accounting, and executive teams, providing detailed commentary. Cash flow forecasting and related bank financing. Accounts Receivable and Inventory Management Oversight of Accounts Receivable, driving resolutions for high-dollar accounts. Collaborate with accounting and sales teams to monitor and enhance truck inventory levels. Oversight of general company inventory levels for other equipment. Internal Communication and Leadership Support Partner with various departments to understand performance metrics, provide actionable insights, and drive improvements. Share financial updates and insights in P27 meetings, leadership development sessions, and other organizational meetings. Offer guidance to the accounting team and other departments on complex transactions and financial decisions. Drive continuous improvement efforts in the finance and accounting teams. Perform other duties as assigned by the President. Qualifications Bachelor's degree in Accounting, Finance, or a related field (required). Master's degree in Accounting, Finance, or Business Administration (required). 15+ years of progressive business experience with demonstrated leadership, financial acumen, and strategic decision-making capabilities. Industry knowledge preferred. Demonstrated track record of identifying inefficiencies, driving process standardization, and fostering a culture of continuous improvement within finance & accounting teams and cross-functional departments. Expertise in analyzing complex financial data and providing actionable insights. Exceptional ability to communicate financial information to diverse stakeholders, including board members, investors, and executives. Strong negotiation skills for contracts, financing, and partnerships. Proficiency in ERP systems, financial software, and data analytics tools. Ability to drive strategic financial decisions, manage risk, and align financial goals with organizational objectives. Familiarity with emerging technologies like AI in finance or advanced automation tools. Benefits Competitive benefit package including medical, dental, vision, life & disability Company paid short-term disability insurance 401k retirement plan with company match Employee Discount Program Volunteer Time Off Paid Time Off Referral Bonus Fun, competitive & team-oriented company culture

Raymond Storage Concepts is a leading provider of customized material handling solutions, dedicated to warehouse and fleet optimization. Covering Ohio, Kentucky, Southeast Indiana and West Virginia, Raymond Storage Concepts is an authorized sales and service center for Raymond Corporation, a global leader in materials handling technology, expertise and support. Headquartered in Cincinnati, we service our clients through a network of regional locations, including Columbus and Louisville. Position Overview The Chief Financial Officer plays a critical role in overseeing the organization's financial health, ensuring accurate reporting, and driving strategic improvements across departments. This position requires a hands-on approach to analyzing financial data, maintaining compliance, and collaborating with stakeholders to support both short- and long-term goals. By providing actionable insights and ensuring sound financial practices, this role directly contributes to the organization's success and sustainability. Responsibilities include, but not limited to: Financial Performance Monitoring and Improvement Analyze financial performance to identify trends, areas for improvement, and strategic opportunities. Collaborate with the accounting team to establish and track annual and quarterly goals, ensuring prioritized focus areas are addressed. Risk Mitigation Monitor general financial conditions to proactively identify and mitigate potential risks. Conduct contract reviews to assess terms and mitigate risks. Ensure compliance with J-SOX compliance. Oversee annual insurance data compilation and evaluate coverage levels and rates. Financial Oversight Review financial statements monthly to ensure technical accuracy, address issues, and highlight areas for improvement. Deliver detailed commentary on monthly financial performance to internal stakeholders and external entities such as banks and auditors. Prepare and submit quarterly lease reports, ensuring compliance and accurate documentation. Review and monitor building leases for rate changes, renewals, and impacts on financial reporting. Provide high-level payroll and commission reviews. Banking and Financial Relationships Maintain relationships with Raymond Finance and local banks to ensure sufficient borrowing capacity for daily operations and project financing. Manage relationships with financial auditors and tax consultants, ensuring regulatory compliance and optimized tax strategies. Forecasting and Budgeting Develop and present a rolling three-month revenue and profit forecast. Coordinate multiple budget iterations throughout the year with departments, accounting, and executive teams, providing detailed commentary. Cash flow forecasting and related bank financing. Accounts Receivable and Inventory Management Oversight of Accounts Receivable, driving resolutions for high-dollar accounts. Collaborate with accounting and sales teams to monitor and enhance truck inventory levels. Oversight of general company inventory levels for other equipment. Internal Communication and Leadership Support Partner with various departments to understand performance metrics, provide actionable insights, and drive improvements. Share financial updates and insights in P27 meetings, leadership development sessions, and other organizational meetings. Offer guidance to the accounting team and other departments on complex transactions and financial decisions. Drive continuous improvement efforts in the finance and accounting teams. Perform other duties as assigned by the President. Qualifications Bachelor's degree in Accounting, Finance, or a related field (required). Master's degree in Accounting, Finance, or Business Administration (required). 15+ years of progressive business experience with demonstrated leadership, financial acumen, and strategic decision-making capabilities. Industry knowledge preferred. Demonstrated track record of identifying inefficiencies, driving process standardization, and fostering a culture of continuous improvement within finance & accounting teams and cross-functional departments. Expertise in analyzing complex financial data and providing actionable insights. Exceptional ability to communicate financial information to diverse stakeholders, including board members, investors, and executives. Strong negotiation skills for contracts, financing, and partnerships. Proficiency in ERP systems, financial software, and data analytics tools. Ability to drive strategic financial decisions, manage risk, and align financial goals with organizational objectives. Familiarity with emerging technologies like AI in finance or advanced automation tools. Benefits Competitive benefit package including medical, dental, vision, life & disability Company paid short-term disability insurance 401k retirement plan with company match Employee Discount Program Volunteer Time Off Paid Time Off Referral Bonus Fun, competitive & team-oriented company culture

About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice conducts valuations for such purposes as closely-held business valuations, stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805) and impairment testing (ASC 350 / 360). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: Perform thoughtful and accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models Conduct research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates Manage valuation engagements from the planning stage to presentation of a client-ready deliverable Supervise junior staff concerning technical judgment and project execution and analysis Build and maintain ongoing client relationships Partner with business development professionals to develop opportunities, including scoping of work and preparing engagement letters Become involved in team improvement efforts, such as recruiting/training, and improving market data, internal templates and models What you will need: Minimum of 5-7 years' work experience in a valuation capacity Bachelor's or Master's degree in Finance, Accounting, or Economics CFA and/or ASA designation(s) achieved or in process is a plus Advanced knowledge of Microsoft Office products, especially Excel Strong verbal, written communication, listening and interpersonal skills Superior analytical capabilities and aptitude to think critically Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements Strong work ethic and capacity to work flexible hours around critical due dates Current authorization to work in the United States What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Reimbursement for admission fees and study material for professional designations Growth - VRC is growing, and so can your career For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.

Job DescriptionDescription: As Vice President of Finance, you will provide strategic financial leadership, trusted partnership, and operational oversight across The Hauser Group, family ownership entities and affiliated entities. This role is responsible for ensuring financial integrity, accuracy, and transparency while aligning financial strategy with the firm's mission, goals, and long-term objectives. Your role involves serving as a proactive business partner to the Chairman, COO/Co-Managing Partner and leadership team, setting clear financial priorities, strengthening accounting and reporting systems, and fostering a culture of accountability, excellence, and informed decision-making. You will drive financial performance through disciplined planning, insightful analysis, effective risk management, and strong team leadership to support sustainable growth and organizational success. Requirements: Objectives and Essential Job Duties: Partner with the Chairman, COO/Co-Managing Partner and executive leadership to deliver timely, accurate financial reporting, insights, and analysis that support strategic and operational decision-making. Lead all accounting and financial operations, ensuring the integrity of systems, data, and controls, including transaction processing, reconciliations, and close processes. Oversee budgeting, forecasting, cash flow management, and financial planning, providing clear visibility into performance, risks, and opportunities. Drive continuous improvement in financial systems, processes, and reporting to enhance efficiency, transparency, and scalability. Provide proactive financial analysis and tools to support day-to-day operations and long-term business decisions. Lead and develop a high-performing team, fostering accountability, collaboration, and a strong service-oriented mindset. Manage relationships with external partners, including auditors, bankers, legal counsel, insurance providers, and third-party vendors. Ensure compliance with all legal, regulatory, and audit requirements, maintaining strong internal controls and risk management practices. Oversee administration of AP/AR, and contract and lease obligations. Support the financial and accounting needs of the family ownership group and affiliated entities including cash management, expense oversight, investments, performance reporting, and coordination with external advisors. Ensure tax filings are timely and compliant in conjunction with external tax accountants. K EY COMPETENCIES: Enterprise Leadership & Influence: Demonstrates strong executive presence and credibility; partners effectively with the leadership team to shape strategy, influence outcomes, and drive organizational alignment beyond direct authority. Strategic Judgment & Financial Insight: Applies rigorous analytical thinking to complex financial, operational, and risk-related matters; evaluates trade-offs and delivers clear, actionable guidance to support business performance. Courageous Communication: Provides direct, transparent counsel and constructive challenge when analysis indicates an alternative course of action, fostering sound decision-making and accountability. Operational Ownership & Execution: Leads with a hands-on mindset; drives results through disciplined execution, resource alignment, and clear accountability across teams and processes. Proactive Risk Management & Continuous Improvement: Anticipates risks and opportunities; strengthens controls, improves systems, and advances scalable, efficient operating practices. Integrity, Trust & Ethical Leadership: Upholds the highest ethical standards; builds trust through consistency, discretion, and principled decision-making across the organization. Education and/or Experience: Bachelor's degree in accounting required; advanced degree or CPA preferred. 10 years of progressive finance experience, including prior VP of Finance roles with proven success in insurance, insurance brokerage, financial services, or related industries; experience working with family-owned businesses preferred. Demonstrated success in preparing, analyzing, and presenting financial reports, budgets, forecasts, and strategic recommendations to executive leadership and boards. Strong record of improving operational effectiveness through policy and process enhancements, systems implementations, and financial planning initiatives; hands-on experience with accounting software and financial systems (including Allied Epic and Power BI preferred). Expertise in cash flow management, credit facility negotiation, accounts payable/receivable, payroll, benefits administration, and high-volume transaction oversight. Experience managing vendor relationships, third-party contracts, and vendor selection to optimize business outcomes. Proven leadership in developing and managing accounting teams, mentoring others in business planning and financial decision-making, and driving organizational alignment through strategic insight and operational oversight. Ability to travel independently; air travel may be required.

Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm - we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have been recognized as Best Places to Work 11 times! We're committed to having a positive impact on the employees of our firm and for the clients we serve. If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you! SENIOR ACCOUNTANT SUMMARY: The Senior Accountant is responsible for client service of a variety of outsourced accounting roles and interim client accounting roles. The Senior will have to manage multiple client responsibilities and oversee Accountants' work and time management. The Senior will often work directly at client sites and integrate with client staff. This role reports directly to a Manager or Senior Manager. ESSENTIAL JOB FUNCTIONS: Creates, reviews, and maintains budgets and client financial reports, investigating accounting discrepancies Communicates best accounting practices to clients Becomes an expert in QuickBooks Online, Intacct, and other accounting software clients utilize Documents financial transactions for entering account information into various client accounting software packages Takes lead role in maintaining primary contact with key clients Ensures appropriate internal controls are in place and adhered to at all clients Handles routine client matters and technical accounting questions Supervises multiple engagements and other engagements with staff Develops and maintains contacts with business referral sources Responds to and handles client needs, complaints, and requests in a timely manner Connects clients with other Practice Line Leaders and solutions to meet and exceed client expectations Works productively from remote locations, client locations and the office Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized Provides supervision, real time feedback, and mentoring to accountants Meets or exceeds annual chargeable hours goal Participates in Firm committees and/or activities Promotes the Firm positively in the community and through professional organizations involvement Performs other duties as assigned QUALIFICATIONS: Required: Bachelor's degree in Accounting or Finance, or equivalent experience Advanced computer literacy, including proficient use of all Microsoft Office products, QuickBooks, and Intacct Valid Driver's license and/or access to transportation to various client locations, up to 1 hour from the home office location CPA/CMA certification is preferred or progress toward obtaining CPA/CMA certification 2+ years' experience auditing or relevant industry experience preferred Supervisory experience in an accounting or finance setting Ability to make judgments, when appropriate, using facts through accounting principles knowledge Skills with investigating and analyzing source materials Ability to organize and plan workflow that will require minimum supervision Dedication to teamwork and leadership Ability to direct and deploy Accountants Effective verbal and written communication skills Ability to handle multiple tasks simultaneously Experience or interest in leveraging automation and AI-based tools Excellent client relationship and business development skills Proven ability to work individually and collaboratively within a team setting Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines Desire to have fun with your work and to contribute to our unique company culture Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive. Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of. 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security. Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences. Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being. Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance. Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones. Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities. Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field. Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills. Why Join Us? At Brixey & Meyer, you'll be part of a dynamic team that values your expertise and fosters growth and development. You'll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you'll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated. Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer. Brixey& Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital. * Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance * Leads Medium to Large clients' financial/actuarial engagements * Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients * Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions * Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables * Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery * Builds relationships internally and collaborates effectively on cross-functional teams Qualifications * 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment * Proven ability to generate revenue * Track record of success in managing and growing client relationships * Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts * Proven ability to lead data analytic projects * Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital * Ability to leverage judgement and past experiences to predict which methods will work * Multiple years of experience across one or multiple client segments * An executive presence with polished and well developed written and oral communication skills * Superior ability to influence and collaborate with senior management and work across all levels of an organization * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Actuarial designation and current continuing education (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital. + Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance + Leads Medium to Large clients' financial/actuarial engagements + Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients + Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions + Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables + Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery + Builds relationships internally and collaborates effectively on cross-functional teams **Qualifications** + 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment + Proven ability to generate revenue + Track record of success in managing and growing client relationships + Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts + Proven ability to lead data analytic projects + Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital + Ability to leverage judgement and past experiences to predict which methods will work + Multiple years of experience across one or multiple client segments + An executive presence with polished and well developed written and oral communication skills + Superior ability to influence and collaborate with senior management and work across all levels of an organization + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Actuarial designation and current continuing education (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**