Finance vice president jobs in Statesville, NC - 490 jobs

Headquartered in Charlotte, NC, and founded in 2012 by visionary minds shaping the future of banking and payments in the US, Finzly makes bank transformation radically simple. Our core-independent platform is trusted by some of the market's leading financial institutions to transform operations and launch new products and services at speed. We've been recognized with 20+ industry awards in the last two years - including three years in a row as one of the Best and Brightest Places to Work as well as accolades for Best Parallel Core Technology, Best Corporate Payments Solution, Best Payments-as-a-Service Provider, and Best Trading System. Quite simply, Finzly is known for being the best in everything we do, giving you the perfect opportunity to grow your career with impact. We are seeking a Chief Financial Officer to professionalize the finance organization, establish the processes to accelerate growth and operate as an enterprise leader in the dynamic banking software market. This is an outstanding opportunity for the right finance executive with operational experience and a proven track record to join Finzly's senior leadership team. This leader must have: Strategic vision for finance function with strong SaaS operational expertise Helped to scale a SaaS business from $20m to $100m Led a hyper-growth vertical SaaS business with important KPIs and analytics Led the financing rounds with experience negotiating investment terms A strong network of leading investors in the banking and fintech sectors Led strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience) Created sophisticated financial policies, procedures, controls and reporting systems that optimize business performance and create financial discipline Capital planning, allocation, tax, audit, account and credit decision making experience Fiduciary Management & Business Partnership : Design, modify and implement financial infrastructure for a 200+ employee company in high-growth mode, spanning various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities and accounting Ownership of financial models for fundraising, showcase Finzly's value and manage investor relationship Drive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to key stakeholders Create meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performance Lead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors and senior leadership team Be knowledgeable about operating in a regulated environment. Responsible for protecting assets by establishing, monitoring, and enforcing compliance on all internal controls, systems and related finance data assets Analytics : Serve as a key member of the senior leadership team, providing financial advice, counsel, and decision-making support Lead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-making Implement financial incentives and metrics that align with business performance goals Leverage background, research and benchmarks to identify opportunities in the marketplace Champion data visualization as a core discipline within the organization Value Creation: Contribute to the development and evolution of Finzly's three-year strategic plan and establish the management scorecard for the senior leadership team Partner to build and develop the broader finance team into a world-class organization focused on performance and career growth Maximize return and minimize risk on cash through effective capital allocation and management Essential Qualifications and Skills: 10+ years of experience in a finance leadership role with an excellent understanding of business metrics and processes in enterprise software / B2B SaaS Proven experience in building teams and organizations in dynamic / high-growth environments Start-up, Investment Banking, Venture and/or PE experience a plus Strong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modeling Understanding of current best practices in “Revenue Operations” in B2B SaaS Demonstrated success operationalizing financial best practices through systems, policy and process M&A experience is a plus BS in finance/related; MBA and/or CPA preferred Location: Position is based in Charlotte, NC The candidate must be either local or willing to relocate to Charlotte. What We Offer: Full Benefits Package - medical, dental, and vision coverage with HSA option Healthcare FSA and Dependent Care FSA Company-paid Life Insurance Company-paid Long-Term Disability Paid Holidays and generous Paid-Time Off Stock Options Retirement Savings Plan Short Term Disability, Critical Illness, and Accident Insurance Wellness Programs including Employee Assistance Program #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.

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.

Requirements At least 4-6 years of related experience in accounting, finance, or corporate planning · Must have a comprehensive knowledge of all hotel departments and functions. · Must have a comprehensive knowledge applicable Federal, state, and local health, safety, and legal regulations. · Must have exceptional mathematical and computer skills. · College education and relevant training and experience required. Additional education preferred. · Ability to timely obtain any required licenses or certificates. · CPR training and first aid training preferred. · Additional language ability preferred. · Occasional travel required. Software Experience Preferred: M3 Accounting Core - for Accounts Payable functions & General Ledger entries Profitsword - for Income Journal, Forecasting, & Budgeting Lightspeed - mainly used for Accounts Receivable Microsoft Excel - general use Paylocity - payroll functions Hotel or hospitality industry experience strongly preferred. Experience working decentralized.

Quanex is looking for a Director of Accounting to join our team located in Statesville, North Carolina. The Director of Accounting will lead the management of all divisional financial functions including financial accounts preparation, budgeting and strategic planning, financial administration activities, internal and external audit liaison, and compliance with SOX requirements of the business. Supervision and guidance of Plant Controllers and staff accountants in all locations that report into the division across North America. We Offer You! * Competitive Salary * Excellent Bonus Potential * Medical, Dental & Vision Plans * Paid Time Off, Training & Holidays * Charitable Contribution Match Program * Tuition Assistance * Wellness/Fitness Resources * Training & Professional Development * 401K Match w/ 2-year Vesting Period * Employee Stock Purchase Plan * Dynamic Culture & People - just to name a few! What's attractive about Director of Accounting? * Ongoing interaction with multiple levels of the organization * Collaborative and Team-Oriented environment * Opportunity to manage and develop team What Success Looks Like: * Supervise general ledger closing, financial statement preparation, account analysis, management report preparation, analysis of financial results, management of sales and use taxes, budgeting. * This position will also be responsible for supervising the plant controllers and staff accountants that report into the divisional central finance function. * The position requires a strong leader who can not only lead the accounting department, but who provides direction to other departments. * Frequent problem resolution is required relating to financial and management reporting. * Incumbent is required to travel from the main place of work to the manufacturing operations to be actively involved in manufacturing operations and support the local teams. * Responsible for preparation of the annual strategic plan and budgets, working alongside the FP&A function * Drives the process for developing manufacturing budgets and improvement initiatives. * Implementation and management of SOX compliance duties and ensuring the division achieves full compliance with internal and external audit requirements. * Working alongside local site management for financial analysis and ad hoc requests and to support business decision and long term strategic planning goals. * Performs other related duties as necessary or assigned. Your Credentials: * BS in Accounting is a minimum requirement * CPA required * At least 10 years of financial management experience is required * Strong analytical skills, excellent accounting skills, ability to use ERP systems, strong ability to use spreadsheet and database applications * Independent judgment is required in managing cash, payables and payroll and in financial and management reporting, among other areas The salary range for this position is $154,000 to $188,000 with bonus potential. About Quanex, A Part of Something Bigger Quanex (NYSE: NX) is a global, publicly traded manufacturing company primarily serving OEMs in the fenestration, cabinetry, solar, refrigeration and outdoor products markets. We are A Part of Something Bigger by improving the performance and aesthetics of end products through continuous innovation, helping customers achieve greater production efficiencies, dedication to giving back to communities where we operate, producing shareholder value and helping our employees learn, grow, and thrive. Learn more at Quanex.com. #LI-MB1

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.

Back to Search Results Chief Financial Officer - Wake Area Financial Operations Winston Salem, NC, United States Shift: 1st Job Type: Regular Share: mail

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

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. As part of the Finance Data Governance Organization (FDG) within Corporate Controllership, this role will execute the strategic vision for financial data governance, drawing on deep industry experience from large financial institutions. The successful candidate will bring a strong command of regulatory expectations, enterprise-scale data governance practices, and the complexities of financial reporting within highly regulated environments. How will you make an impact in this role? * Lead the Data Steward team, supporting implementation of the Enterprise Data Governance Policy requirements within various critical Finance systems/processes. * Serve as a liaison between Business/Functional areas and Technology to ensure that data related business requirements for governing data are clearly defined, communicated, and well understood. * Lead the integration of Finance applications with various Data Governance tools. * Apply insights and proven frameworks from large financial institutions to strengthen data governance. * Lead data stewardship models, accountability structures, and high-integrity data quality standards across finance functions. * Partner with various enterprise teams to harmonize data practices, mitigate risk, and support reliable reporting. * Serve as a representative in various data management forums, audit reviews, and regulatory interactions related to data. * Oversee the implementation of controls, monitoring, and issue remediation plans for critical financial datasets and systems. Minimum Qualifications * 10+ years of progressive leadership experience in finance, data governance, or regulatory compliance, preferably within a global financial institution. * Demonstrated ability to operate at scale in complex, matrixed environments. * Expertise in financial data architecture, governance frameworks (e.g., DAMA-DMBOK), and regulatory compliance requirements. * Familiarity with enterprise data platforms, metadata management, and data quality tools used in top-tier banks or financial institutions. * Exceptional leadership, stakeholder engagement, and executive communication skills. * Bachelor's degree in Finance, Accounting, Business, or related field. Preferred Qualifications * Advanced degree. * Professional Certifications (e.g. CDMP, CPA, CISA). * Experience working for a regulatory agency. Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

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 $175K. Job Overview - Finance Controller - Projects - 33954 This role serves as the financial leader for major strategic projects - including expansions, cost reduction initiatives, market development, and new product launches. The position supports cross-functional project teams with financial modeling, spend tracking, and adherence to internal controls, capital policies, and procedures. The ideal candidate is a strong business partner who is customer-focused, results-oriented, process-driven, and highly collaborative. Key Responsibilities * Lead financial modeling and analysis for large-scale capital and operational projects. * Partner with key stakeholders to support strategic business initiatives and long-term growth objectives. * Support project and program managers with all aspects of project costing, forecasting, and financial controls. * Track and report on project and program capital commitments, providing regular updates to business partners and leadership. * Ensure compliance with local regulations, GAAP accounting standards, and internal policies and procedures. * Manage intercompany transactions, transfers, and capitalizations in alignment with established policies. * Assist in financial and entity setup to support local plant or regional finance teams. * Build and maintain strong business partnerships with teams across operations, engineering, technology, and supply chain. * Perform additional analyses and support special projects as required to advance business and financial objectives. Requirements * Bachelor's degree in Accounting, Finance, or Business Administration. * 5-7 years of relevant experience, ideally within capital, manufacturing, or cost accounting. * Controller-level experience preferred. * Strong understanding of financial controls and capital investment modeling, including cash flow, NPV, IRR, and payback analysis. * Solid accounting and analytical background with the ability to connect financial insights to business impact. * Excellent communication and presentation skills, with comfort interacting at all levels of the organization. Desired Qualifications * Proven experience as a trusted business partner to operations and leadership teams. * Ability to manage multiple priorities and work effectively in a dynamic environment. * Self-starter with strong problem-solving skills and attention to detail. * Culturally aware and effective in a global, cross-functional setting. * Strong written and verbal communication skills. Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Mid-Senior Level Linked In Poster: #LI-TC1 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 * Associate degree in business or accounting * 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.

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

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 * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills