Fiscal services director jobs near me - 128 jobs

Who is Sonar? Sonar helps prevent code quality and code security issues from reaching production, amplifies developers' productivity in concert with AI assistants, and improves the developer experience with streamlined workflows. Sonar analyzes all code, regardless of who writes it - your internal team, gen AI, or third parties - resulting in more secure, reliable, and maintainable applications. Rooted in the open source community, Sonar's solutions support over 30 programming languages, frameworks, and infrastructure technologies. Today, Sonar is used by +7M developers and 400K organizations worldwide, including the DoD, Microsoft, NASA, MasterCard, Siemens, and T‑Mobile. We believe in developing great products that are supported by great internal teams and a strong culture. We are highly committed to and obsessed with the company, users, each other, and our open source community. We have high standards and hold each other accountable for acting with positivity, dedication, thoughtfulness, empathy, and passion daily. We are deliberate with our decisions with high clarity of intention. At the same time, we feel extreme urgency and move forward quickly. And lastly, we are highly effective and operationally efficient. We operate collectively as One Team to accomplish our goals. At Sonar, CODE is more than just an acronym - it's a mindset that defines daily operations. At Sonar, we're a group of brilliant, motivated, and driven professionals working hard to help supercharge developers to build better, faster. Sonar helps to continuously improve code quality and code security while reducing developer toil. This means that developers can focus on doing more of what they love and less of what they don't. Our solutions don't just solve symptoms of problems - we help fix issues at the source - for all code, whether it's developer‑written, AI‑generated, or from third parties. We have a dynamic culture with employees worldwide and hub offices in the USA, Switzerland, the UK, Singapore, and Germany. Team members should be able to come to work every day, work on a product they are proud of, love what they do, and feel energized by their peers. With our roots deep in the open source community, we're all about the mission: supercharge developers to build better, faster. The Impact You Will Have: We are seeking a highly motivated Finance Director to join our FP&A team. This critical role will be responsible for overseeing various aspects within corporate finance, including long‑range planning, business analytics, and business partnership. What You Will Do Daily: Lead Sonar's Revenue Forecasting, ensuring complex variables are incorporated, tracked, and assessed throughout the month Lead the Long‑Range Planning (LRP) and annual budgeting processes, collaborating across departments to set and achieve ambitious financial targets. Own the monthly forecasting process, ensuring high accuracy for topline revenue, expenses, and cash flow projections. Monitor and analyze performance against the plan, identifying root causes for variances and developing clear remediation strategies to keep us on track. Serve as a key financial partner to senior business leaders, providing data‑driven insights to inform critical strategy and investment decisions. Develop and maintain complex financial models across all lines of the P&L to support strategic initiatives, new business opportunities, and scenario planning. Prepare and deliver executive‑ready presentations for the Board of Directors, investors, and internal leadership, translating complex data into a clear and compelling story. Support BOD, Investor, Executive‑ready presentations, succinctly delivering key messages, and providing in‑depth supporting details Drive cross‑functional alignment with Controllership, Finance Ops, and Accounting to ensure data integrity and streamlined, accurate financial reporting. Lead the evolution of our FP&A capabilities by driving initiatives to enhance automation, efficiency, and data‑driven insights within the finance function. The Experience You Will Need: 10+ years of progressive experience in finance, preferably with significant time spent in a high‑growth SaaS or tech environment. Revenue Forecasting experience, with ASC 606 knowledge, with proven track record of forecast accuracy Bachelor's degree in Finance, Economics, Accounting, or a related field. Expert‑level financial modeling skills with the ability to build sophisticated, flexible, and accurate models from the ground up. Proven ability to communicate and present complex financial concepts and recommendations clearly to executive‑level stakeholders. Deep expertise across core FP&A functions, including corporate finance, strategic planning, budgeting, and variance analysis. A proactive, adaptable mindset, with the ability to thrive in a fast‑paced, dynamic, and rapidly evolving environment. Why You Will Love It Here: Our culture and mission set us apart. We have a dynamic work culture that values respect and kindness and embraces the right to fail (and get right back up again!). Great people make a great company. We value people skills as much as technical skills and strive to keep things friendly while still being passionate leaders in our domains. We have a flexible work policy that includes 3 days in‑office and 2 days work‑from‑home each week for those located near our office locations; some locations such as Dubai, India, Japan and Australia operate fully remotely. We have a growth mindset. We love learning and believe continuous education is critical to our success. In an ever‑changing industry, new skills are necessary, and we're happy to help our team acquire them. As the leader in our field, our products and services are as strong as our internal team members. We embrace transparency with regular meetings, cascading messages and updates on the growth and success of our organization. Benefits Of Working With Sonar: Flexible comprehensive employee benefit package. We encourage usage of our robust time‑off allocations. You will receive 23 days of PTO per calendar year (on a pro‑rated basis depending on your employment start date), with additional time provided for sickness, life events and holidays. We offer an exciting 401(k) plan that has a 4% match, fully vested on day one of participation. Generous discretionary Company Growth Bonus, paid annually. Fully paid parking in the heart of downtown Austin, Texas. Global workforce with employees in 20+ countries representing 35+ unique nationalities. We have an annual kick‑off somewhere in the world where we meet to build relationships and goals for the company. Monthly catered events, and team events We Value Diversity, Equity, and Inclusion: At Sonar, we believe that our diversity is our strength. We are a global company that values and respects different backgrounds, perspectives, and cultures. We are committed to fostering a diverse and inclusive work environment where everyone feels valued and empowered to contribute their best. We are proud to be an equal opportunity employer and welcome all qualified applicants, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. All offers of employment at Sonar are contingent upon the precise results of a comprehensive background check and reference verification conducted before the start date. We do not currently support visa candidates in the US. Applications that are submitted through agencies or third party recruiters will not be considered. #J-18808-Ljbffr

A leading technology firm is looking for a Finance Director focused on managing financial performance for subscription-based operations. The successful candidate will oversee financial planning, budgeting, and strategic decision-making to enhance business performance. Ideal candidates should possess strong analytical skills and experience in SaaS environments. This hybrid role requires effective collaboration with various stakeholders to drive efficiency and innovation. A competitive salary range from $177,600 to $266,400 is offered. #J-18808-Ljbffr

A leading healthcare organization is seeking a Director of Finance Portfolio Management to shape the Finance function through strategic planning and oversight. This role requires collaboration with senior leaders and cross-functional partners to drive finance projects. The ideal candidate has over 10 years in finance strategy and transformational initiatives. Strong leadership and communication skills are essential, along with experience in managing large-scale projects. This position offers a competitive salary and benefits, including remote work flexibility. #J-18808-Ljbffr

A leading non-profit organization in Sacramento is seeking a Finance Director to oversee financial operations and develop policies. This role requires strong supervisory experience and a solid background in non-profit financial practices. The ideal candidate will collaborate with various departments, manage external relationships, and present financial information to senior leadership. Competitive salary range is $80,000 to $90,000 annually, along with a comprehensive benefits package. #J-18808-Ljbffr

RegScale is a purpose-built cyber GRC platform designed to enable the CISO to track and monitor security controls. We help organizations break out of the slow and expensive realities that plague legacy GRC tools by bridging security, risk, and compliance through controls lifecycle management. By leveraging RegScale's Continuous Control Monitoring (CCM) instrumentation, organizations experience massive compliance process improvements like 90% faster certification times, and 60% less audit prep time. Today's expansive security and compliance requirements can only be met with a modern, CCM-based approach, and RegScale is the market leader in that space. Position: RegScale is seeking a Director, Financial Services Solutions to serve as the bridge between our financial services customers, product management, and engineering teams. This role is ideal for a seasoned GRC practitioner with extensive experience in the financial sector -someone who's lived the challenges of regulatory compliance and risk management in highly regulated environments and now wants to shape the next generation of technology that solves those challenges at scale. Reporting to the Chief Product Officer, you'll act as the solution owner for our Financial Services vertical. You'll collaborate with customers to deeply understand their scaling needs, translate those insights into well-defined product requirements, and validate that our solutions deliver real-world impact with customers directly. You need to be able to speak the language of both GRC practitioners in the financial services vertical and product teams fluently. Key Responsibilities: Own the financial services product strategy and execution roadmap, ensuring alignment with customer needs and market demands. Serve as the subject matter expert (SME) for Financial Services Cyber GRC within the RegScale product organization. Own solution definition and success for your vertical-ensuring our platform aligns with those who manage and scale industry regulations (e.g., NIST, ISO, PCI-DSS, SOX, etc.). Have the ability to be agile and structure innovative and repeatable solutions into the platform. Partner with customers and prospects to identify pain points, use cases, and success criteria for RegScale's platform. Synthesize customer feedback and market research to drive data-informed product decisions related to the financial services vertical. Work with significant existing and prospective customers in this vertical to develop public customer references. Translate customer and market needs into clear, actionable product requirements for the engineering and product teams. Collaborate closely with Product Management and Engineering to guide solution design, prioritization, and validation. Lead the integration of automation and emerging technologies, particularly AI, to transform how organizations manage risk and compliance in this vertical. “Accept” product builds for your area-ensuring solutions meet functional and compliance expectations before release. Represent RegScale at industry events, roundtables, and customer meetings as a trusted expert in Financial Services GRC. Partner with Sales, Marketing, and Customer Success to enable go-to-market readiness and ensure customers realize value from our solutions. What We're Looking For: 10+ years of experience in directly managing Governance, Risk, and Compliance within the Financial Services industry as a compliance practitioner or an auditor. Deep understanding of regulatory frameworks (NIST, PCI-DSS, ISO 27001, etc.). Proven ability to translate complex compliance requirements into actionable processes or technical requirements. Experience in successfully scaling a compliance program using tools and enablers; understand what it takes to scale a large/complex program. Experience in collaborating cross-functionally across business, product, and technology teams. Strong communication skills-able to engage confidently with both executive stakeholders, technical contributors, and external audiences. Passion for innovation and a desire to help modernize how enterprises approach compliance. Bonus Points For: Prior experience in a product, solution management, or consulting role within a software or SaaS company. Familiarity with CCM, automation, or continuous compliance platforms. Thought leadership and/or market presence in the GRC space (speaking, writing, community participation).

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. We're building a world-class Financial Systems team to optimize operations and bolster financial reporting. As we scale, we seek a visionary, tech-forward Head of Financial Systems to strategically evolve our financial technology landscape, ensuring sustained growth and cutting-edge capabilities. As Head of Financial Systems, you'll be a transformative leader driving the future of Affirm's financial technology. You'll own the strategic architecture and optimization of our financial systems infrastructure, ensuring it scales seamlessly. This critical role demands a leader who can leverage deep financial acumen with an advanced understanding of technology - including Artificial Intelligence (AI), data architecture, and sophisticated Business Intelligence (BI) - to deliver unparalleled accuracy, efficiency, and compliance for our accounting and finance functions. What You'll Do Lead Financial Technology Strategy: Define and execute the Accounting Technology roadmap, integrating it with Affirm's broader business strategies. Drive the adoption of AI and other emerging technologies to revolutionize financial processes and enhance predictive capabilities. Architect & Optimize Financial Systems: Own the end-to-end architecture of our financial reporting ecosystem (including NetSuite, FloQast, Coupa, Zip, Workiva, and proprietary systems). Ensure seamless data integration, integrity, security, and SOX compliance, serving as the definitive subject matter expert. Drive Automation & Process Intelligence: Spearhead transformative process improvements and automation opportunities, leveraging AI-driven solutions to enhance efficiency, reduce manual effort, and improve accuracy within Accounting. Deliver Business Intelligence & Insights: Develop and champion advanced BI and financial analytics capabilities, providing timely, accurate, and proactive insights for data-driven decision-making. Build innovative reporting solutions and self-service dashboards. Cultivate Strategic Partnerships: Serve as the primary strategic partner for new product initiatives, anticipating financial technology impacts, and building trusted relationships with executive and senior stakeholders across Product, Engineering, and Data Analytics. Lead & Develop Teams: Lead, inspire, and mentor a high-performing global team of finance technology professionals, fostering a culture of innovation and continuous improvement. What We Look For Experience: 12+ years in financial systems leadership, with extensive expertise in ERP implementation, optimization, and strategic architectural design within a publicly traded tech company. Technical Acumen: Deep understanding of financial reporting, accounting principles, and SOX compliance. Proven expertise in major financial applications. Strong foundational knowledge and practical experience with enterprise data architecture, SQL, data warehousing, cloud-based systems, and advanced BI tools. Innovation & AI Mindset: Demonstrated ability to evaluate and integrate emerging technologies, including AI, machine learning, and intelligent automation methodologies. Leadership & Communication: Outstanding communication, collaboration, and executive presence, with the ability to build and inspire teams and influence senior stakeholders. Education: Bachelor's degree in Accounting, Finance, or Information Systems; Master's degree preferred. CPA or relevant certifications beneficial. Location - Remote U.S. If you have follow up questions after you've applied directly to the role, please reach out to ******************************. We kindly ask that you refrain from contacting senior leaders directly so our recruiting team can help ensure a more efficient, streamlined, and equitable process for all candidates. Base Pay Grade - U Equity Grade - 15 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA base pay range (CA, WA, NY, NJ, CT) per year: $285,000 - $355,000 USA base pay range (all other U.S. states) per year: $253,000 - $323,000 Please note that visa sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We're extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount We believe It's On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

The Accounting/Fiscal Manager I reports to the Director of Financial Reporting and supervises 1 staff member. This position is responsible for preparing the University's monthly interim financial statements/reports and assisting the Director of Financial Reporting in coordinating the annual financial audit. This position also directs the University's cash management function, banking processes, and compliance with state cash-related regulations. Entity Medical University of South Carolina (MUSC - Univ) Worker Type Employee Worker Sub-Type Classified Cost Center CC002414 University Controller Pay Rate Type Salary Pay Grade University-07 Pay Range 57,334.00 - 81,707.00 - 106,080.000 Scheduled Weekly Hours 40 Work Shift The Accounting/Fiscal Manager I reports to the Director of Financial Reporting, and supervises 1 staff member. This position is responsible for preparing the University's monthly interim financial statements/reports and assisting the Director of Financial Reporting in coordinating the annual financial audit. This position also directs the University's cash management function, banking processes, and compliance with state cash-related regulations. This position is remote, but the candidate must be located in South Carolina and be able to attend periodic required in-person meetings in the Charleston area. Responsibilities: 25% - Prepares the University's interim financial statements. Performs analyses of financial data on a monthly basis for use by executive management. Provides financial information to others as requested. 1) Prepare interim financials and other interim reports (e.g. trial balance and complete chart of accounts) by scheduled deadline. 2) Prepare interim entries, financials and other interim reports accurately. 3) Prepare meaningful, complete analysis of significant variances from the prior month and prior fiscal year. 4) Responds to customer's requests/questions related to financial information accurately within 2 business days of request/question. 5) Research the potential of utilizing Workiva for the interim financial statements. Implement if the software will streamline and improve the monthly reporting process. 25% - Coordinates the annual financial audit of the University, including, but not limited to, preparing and monitoring timelines, preparing required reports, preparing year-end related journal entries, and obtaining requested information from other departments. Assists as needed with preparing the University's annual comprehensive financial report (ACFR). Monitors balance sheet account monthly reconciliation status. 1) Information is provided to auditors in accordance with agreed-upon timeframe. 2) No complaints from auditors relative to timeliness of information requested (excluding items for which someone else is responsible). 3) Year-end journal entries are prepared accurately and timely. 4) Information prepared for auditors by self is accurate and complete. 5) Information required for the ACFR is provided in accordance with agreed-upon time frame. 25% - Directs the University's cash management function, banking processes and compliance with state cash-related regulations. Evaluates and designs internal controls over cash management activities. Maintains cash analyses identifying sources & uses of cash. 1) Check writes and other items impacting cash processed on schedule. 2) Cash balances maintained to ensure sufficiency of cash to pay required disbursements. 3) Maintains and improves cash analyses focusing on identification of variances and timely reporting of monthly activity. 4) Proficient knowledge of state and University cash policies. 5) Monthly and other cash-related reporting completed accurately and within established deadlines. 6) Maintains procedure manual for all cash management functions. 10% - Prepares various financial reports required by state and other regulatory agencies and internal customers. Assists with the preparation of other financial reports. Monitors agency funds. Performs other tasks as requested. 1) Prepare and file required reports accurately and prior to the established deadline. 2) Agency fund deficits are communicated to the appropriate operational and financial management. 3) Performs other duties accurately and within agreed-upon deadlines. 10% - Monitors work of and provides direction and feedback to subordinate(s) to help ensure quality results and employee satisfaction. 1) Provide interim performance feedback to direct report(s) in accordance with department policy. 2) Round on each direct report regularly (no less than quarterly). 3) Monitor and re-allocate workload of direct report(s) to ensure timely processing of all departmental tasks. 4) Hold regular staff meetings. 5% - Ensure the EPMS process is completed fairly and in accordance with State and University requirements. Additional Job Description Preferred Requirements: CPA, Bachelor's degree with accounting coursework (or equivalent combination of education and experience). 5+ years of professional experience in accounting, auditing, banking, or finance. Public-sector/university fund accounting experience; strong knowledge of GAAP/GASB. Experience with drafting and/or auditing financial statements and other financial reports. Experience with Workday (or similar ERP). Advanced proficiency in Excel and data/reporting tools; strong audit readiness and internal control orientation. Minimum Requirements: A bachelor's degree with accounting courses and five years of professional experience in a related area such as accounting, auditing, banking, or finance. Physical Requirements: (Note: The following descriptions are applicable to this section: Continuous - 6-8 hours per shift; Frequent - 2-6 hours per shift; Infrequent - 0-2 hours per shift) Ability to perform job functions in an upright position. (Frequent) Ability to perform job functions in a seated position. (Frequent) Ability to perform job functions while walking/mobile. (Frequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Frequent) Ability to reach in all directions. (Continuous) Possess good finger dexterity. (Continuous) Ability to maintain tactile sensory functions. (Continuous) Ability to lift and carry 15 lbs., unassisted. (Infrequent) Ability to lift objects, up to 15 lbs., from floor level to height of 36 inches, unassisted. (Infrequent) Ability to lower objects, up to 15 lbs., from height of 36 inches to floor level, unassisted. (Infrequent) Ability to push/pull objects, up to 15 lbs., unassisted. (Infrequent) Ability to maintain 20/40 vision, corrected. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to see and recognize objects at a distance. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to hear and/or understand conversations. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Additional New Requirements: Computer literacy. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: ***************************************

Title: Director - Financial Planning & Analysis (FP&A) Reports to: Vice President - FP&A The Role: We're seeking a strategic and operationally driven finance leader to serve as the Director of FP&A within J.D. Power. In this role, you will oversee the company's financial planning, forecasting, and analysis processes, ensuring alignment with corporate strategy and operational execution. Working closely with the Vice President - FP&A, CFO, executive leadership, and business unit leaders, you will provide actionable insights that drive growth, improve profitability, and strengthen financial discipline across the organization. This is a highly visible role requiring deep expertise in financial modeling, forecasting, and performance management, as well as the ability to translate complex financial data into clear, strategic recommendations. A proven track record of leading FP&A teams, influencing executive decision-making, and driving measurable business outcomes is essential. The Impact You Will Have in This Role: As the Director of FP&A, you will be the driving force behind financial planning and analysis that fuels J.D. Power's growth and operational excellence. By leading the budgeting and forecasting process, delivering insightful performance reporting, and partnering with business leaders to optimize resource allocation, you will ensure the company's financial strategy is executed with precision. Your work will connect financial insights to strategic decisions-delivering measurable outcomes, enabling growth initiatives, and providing critical guidance that shapes the company's future direction. What You'll Be Doing in This Role: Accelerate the financial performance of J.D. Power by: Strategic Planning & Forecasting: Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with executive leadership. Performance Reporting: Deliver timely, accurate, and insightful reporting on company performance, KPIs, and trends. Business Partnering: Collaborate with business unit leaders to translate operational strategies into financial outcomes and drive accountability. Capital Allocation: Provide analysis and recommendations on investments, resource allocation, and growth initiatives. Scenario Modeling: Develop and maintain robust financial models to support decision-making and risk management. Executive Support: Prepare board-level presentations, investor materials, and executive reports that clearly communicate financial performance and outlook. Team Leadership: Build, mentor, and lead a high-performing FP&A team, fostering a culture of excellence and continuous improvement. Process Improvement: Drive enhancements in financial systems, reporting tools, and analytical capabilities. Qualifications of this Role: Bachelor's degree required; MBA, CPA, or CFA preferred. 12+ years of progressive finance experience, with at least 5 years in FP&A leadership roles. Proven track record of influencing executive decision-making through financial insights. Strong expertise in financial modeling, forecasting, and performance management. Excellent communication and presentation skills, with the ability to simplify complex data. Experience with ERP systems, BI tools, and advanced Excel/financial modeling. Willingness to travel occasionally to support global teams and attend executive meetings. The Hiring Manager says: I'm looking for a strategic finance leader who thrives in dynamic environments and knows how to connect numbers to strategy. This role is all about impact-leading the FP&A team, delivering insights that shape decisions, and ensuring financial discipline across the company. You'll be the go-to for forecasts, board materials, and executive guidance, and you'll work closely with business leaders to drive growth and profitability. If you enjoy leading teams, influencing strategy, and making things happen with precision, this is the role for you. This position has a starting salary range of $181,000 to $245,000 USD per year. This is the range we reasonably and in good faith expect to pay for the role at the time of posting. An employee's pay within the range is determined by a number of factors, including relevant skills, education, qualifications, experience, performance, business or organizational needs, and geographic location. Company Mission J.D. Power is clear about what we do to ensure our success into the future. We unite industry leading data and insights with world-class technology to solve our clients' toughest challenges. Our Values We POWER Our Customer's Success We are Innovative, Collaborative and Grounded in Data We Make Things Easy We Get It Done We Start with Trust & Prove it Everyday J.D. Power is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. Should you require accommodations during the recruitment and selection process, please reach out to **********************. J.D. Power does not disclose your personal data to unauthorized third parties. However, as a global corporation consisting of multiple affiliated companies in various countries, J.D. Power has international sites and J.D. Power uses resources located throughout the world. J.D. Power may from time to time also use third parties to act on J.D. Power's behalf. You agree to the fact that to the extent necessary your personal data may be transferred and/or disclosed to any company within J.D. Power group of companies as well as to third parties acting on J.D. Power's behalf, including also transfers to servers and databases outside the country where you provided J.D. Power with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America. If you are a California or United Kingdom resident, additional disclosures about the information we collect and how we use that information can be found by clicking here. To all recruitment agencies: J.D. Power does not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.

Objective World Investment Advisors is currently seeking a Director of Finance to provide strategic financial leadership and oversight to drive the financial health and performance of the organization. The Director of Finance will be responsible for developing and implementing financial strategies, managing budgeting and forecasting processes, ensuring compliance with regulatory standards, and delivering data-driven insights to support executive decision-making. This role will play a key part in optimizing capital structure, enhancing profitability, and supporting sustainable growth within the dynamic landscape of the financial services industry. Typical Duties and Responsibilities Creating forecasts that get updated on a regular basis (e.g., each month or maybe 1x/quarter). Running point on creating the budget each year Building the templates and/or implementing the tools to obtain input from unit leaders, department heads, etc. Loading the data into NetSuite once the budget is complete Meeting with unit leaders and/or department heads to review their budgets Provide detailed analysis/write-up on budget vs. actual each month Review reported results vs. budget to identify variances Meet with unit leaders and/or department heads to review variances (both positive and negative) Identify opportunities to either grow revenue or improve margins Prepare board materials to support Renae/Troy when they meet with the board Work with accounting to identify ways to improve analytical reporting capabilities E.g., review results with Controller to identify any data anomalies Work with colleagues to transition new acquisitions into “standard FPA process” for forecasting and reviewing budget vs. actual Identify data sources that we can leverage to improve analytical capabilities Support Accounting team with miscellaneous projects Participate in the M&A process to help evaluate acquisition targets Position Requirements A Bachelor's degree in accounting, or a Bachelor's degree in business with emphasis in accounting, is required. Degree(s) must be from a credible college or university Excellent technology and communication skills Ability to work independently to manage time and prioritize tasks efficiently. Be a motivated self-starter who can make thoughtful, deliberate decisions with minimal assistance. The desire to be an enthusiastic, cooperative team player who is always seeking ways to improve processes. Compensation The salary for this position generally ranges between $170,000-$180,000. This range is an estimate, based on candidate qualifications and operational needs. The position will also be eligible for up to a 15% annual bonus. Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy Remote Work Opportunity About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.) Professional growth opportunities Friendly and collaborative work environment Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.

WHO IS GUIDEHEALTH? Guidehealth is a data-powered, performance-driven healthcare company dedicated to operational excellence. Our goal is to make great healthcare affordable, improve the health of patients, and restore the fulfillment of practicing medicine for providers. Driven by empathy and powered by AI and predictive analytics, Guidehealth leverages remotely-embedded Healthguides™ and a centralized Managed Service Organization to build stronger connections with patients and providers. Physician-led, Guidehealth empowers our partners to deliver high-quality healthcare focused on outcomes and value inside and outside the exam room for all patients. Join us as we put healthcare on a better path!! Job Description At Guidehealth, we're reimagining how healthcare works - making great care affordable, accessible, and equitable through data-driven insights and human-centered design. As Senior Director of Financial Reporting, you'll be leading the accuracy, integrity, and scalability of our financial reporting as we continue growing and innovating. What You'll Be Doing Overseeing all accounting and financial reporting functions to ensure accuracy, compliance, and insight. Partnering with the CFO and VP of Finance & Accounting to be delivering transparent and actionable reporting. Leading monthly, quarterly, and annual close processes while ensuring GAAP compliance. Building scalable systems, policies, and internal controls that support growth and audit readiness. Driving continuous improvement through automation and process enhancement. Interpreting complex accounting standards and implementing clear, consistent policies. Mentoring and developing accounting staff while fostering collaboration and accountability. Collaborating cross-functionally with Finance, Operations, and Technology to ensure data integrity and system alignment. Serving as the primary liaison with external auditors and ensuring audit readiness throughout the year. Coordinating with tax partners to ensure accurate and timely filings and compliance. Qualifications WHAT YOU'LL NEED FOR SUCCESS CPA required; Bachelor's in Accounting, Finance, or related field. 10-15 years of progressive accounting and reporting experience spanning public accounting (Big 4 or mid-tier) and private industry. Deep knowledge of U.S. GAAP, internal controls, and financial statement preparation. Proven success leading consolidated reporting in multi-entity or growth-stage organizations. Experience implementing and optimizing ERP and reporting systems. Advanced Excel and data analysis skills with strong communication and presentation ability. Prior experience in healthcare, health services, or payer/provider environments strongly preferred. Demonstrating leadership, ownership, and a hands-on approach to improving financial processes. Additional Information The salary range for this position is between $170,000.00 and $178,000.00 based upon experience and skillset. ALIVE with Purpose: How We Thrive at Guidehealth At Guidehealth, our values come to life in everything we do. We are Driven by Accountability - grounded in transparency, reliability, and integrity as we navigate challenges and opportunities alike. Always Growing, Always Learning - staying curious and continuously improving inspires us to shape a better future for healthcare. With Collaborative Innovation, we solve problems creatively, making every experience better for our employees and the patients we serve. At Guidehealth, Every Voice Matters - we believe our collective strength is rooted in the unique perspectives of each team member. And through Empathy in Action, we build stronger connections with those who count on us. This is what it means to be ALIVE with purpose. This is how we thrive - together - at Guidehealth. BENEFITS: All full-time employees of Guidehealth who work 30 hours per week or more are eligible for our comprehensive benefits package. While you are hard at work advancing value-based healthcare, we are here to ensure YOU have the care you and your family need and the opportunities for growth and development. Our commitments to you include: Work from Home: Guidehealth is a fully remote company, providing you the flexibility to spend less time commuting and more time focusing on your professional goals and personal needs. Keep Health a Priority: We offer comprehensive Medical, Dental, and Vision plans to keep you covered. Plan for the Future: Our 401(k) plan includes a 3% employer match to your 6% contribution. Have Peace of Mind: We provide Life and Disability insurance for those "just in case" moments. Additionally, we offer voluntary Life options to keep you and your loved ones protected. Feel Supported When You Need It Most: Our Employee Assistance Program (EAP) is here to help you through tough times. Take Time for Yourself: We offer paid time off plans helping you achieve work-life balance and meet your personal goals. Support Your New Family: Welcoming a new family member takes time and commitment. Guidehealth offers paid parental leave to give you the time you need. Learn and Grow: Your professional growth is important to us. Guidehealth offers various resources dedicated to your learning and development to advance your career with us. COMPENSATION: The listed compensation range listed is paid bi-weekly per our standard payroll practices. Final base pay decisions are dependent upon a variety of factors which may include, but are not limited to: skill set, years of relevant experience, education, location, and licensure/certifications. OUR COMMITMENT TO EQUAL OPPORTUNITY EMPLOYMENT Diversity, inclusion, and belonging are at the core of Guidehealth's values. We are an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation and identity, national origin, citizenship, religion, marital status, familial status, physical, sensory, or medical disability, Family and Medical Leave, military or veteran status, pregnancy, childbirth or other related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management is fully dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. OUR COMITTMENT TO PROTECTION OF PATIENT AND COMPANY DATA This position is responsible for following all Security policies and procedures in order to protect all PHI and PII under Guidehealth's custodianship as well as Guidehealth Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager. REMOTE WORK TECHNICAL REQUIREMENTS Guidehealth is a fully remote company. We provide new employees with the necessary equipment to function in their role at no charge to the employee. Employees provide their own internet connection, capable of conducting video calls on camera and connecting to various internal and external systems. The required internet speed is a minimum of 100 mbps download, 10 mbps upload. Please run a speed test here to confirm your internet connection meets these requirements.

Leads and directs team responsible for finance activities including financial analysis, reporting, forecasting, trending and modeling. Duties include interpreting and evaluating information for future business decisions such as new product development, marketing strategies and investments, financial regulations, and similar financial projects or programs. Essential Job Duties Prepare schedules and worksheets for the Plan's regulatory financial reporting requirements. Coordinate, research and respond to follow-up questions from state and federal regulators. Oversite of encounters to financial reporting reconciliations on state required basis. Prepares short-term and long-term financial strategic plans per corporate guidelines. Hires, onboards, trains, mentors, develops and manages finance staff performance. Coordinates the month-end close with accounting staff. Supports review of all non-IBNR reserves for appropriateness on a monthly basis. Gathers, interprets and evaluates financial information; generating forecasts and analyzing trends in sales, finance and other areas of business. Uses financial data to evaluate and make recommendations relating to business opportunities, product development, marketing strategies, investments, financial regulations, and similar financial projects or programs. Required Qualifications At least 8 years of finance experience, or equivalent combination of relevant education and experience. At least 3 years management/leadership experience. Bachelor's degree in accounting, finance, business administration, math or related field. Strong critical-thinking and attention to detail. Ability to effectively collaborate with technical and non-technical stakeholders. Strong time-management skills, and ability to manage simultaneous projects and tasks to meet internal deadlines. Excellent verbal and written communication skills. Proficient in Microsoft Office suite products, including advanced skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency. Preferred Qualifications Certified Public Accountant (CPA) To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V

ABOUT YOU You are a seasoned finance professional with a robust background in financial analysis within the SaaS industry. With a proven track record of navigating complex financial landscapes, you excel in leveraging data-driven insights to drive strategic decision-making and enhance operational efficiencies. Your proficiency in Salesforce and other financial management software enables you to streamline processes and extract meaningful financial metrics effortlessly. Your strong analytical acumen and innate problem-solving skills empower you to tackle intricate financial challenges with precision and foresight. Coupled with your exceptional communication and negotiation abilities, you adeptly collaborate with cross-functional teams and stakeholders to achieve consensus and drive initiatives forward. You thrive in dynamic environments, adeptly managing multiple priorities while consistently delivering high-quality results within established deadlines. As a forward-thinking leader in finance, you are poised to make a significant impact within our innovative SaaS organization, contributing to our growth trajectory and reinforcing our commitment to financial excellence and operational integrity. Requirements What You'll Do Reporting to the CEO as Accounting and Finance Director, you will work across these functions: Key Skills for Director of Accounting and Finance (SaaS) Expertise in preparing accurate financial statements (P&L, balance sheets, cash flow) in compliance with GAAP or IFRS. Ability to analyze financial performance, identify trends, and provide actionable insights to leadership. Deep understanding of SaaS-specific financial metrics such as MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), LTV (Customer Lifetime Value), CAC (Customer Acquisition Cost), churn rates, and cohort analysis. Ability to build and maintain financial models to forecast growth, profitability, and cash flow. Knowledge of SaaS revenue recognition principles and ability to ensure proper accounting of subscription revenue, renewals, and other contract-related income. Strong skills in budgeting, financial planning, and forecasting to align with the company's growth strategy. Ability to lead and manage the annual budget process and create rolling forecasts. Expertise in managing cash flow, liquidity, and working capital, with a focus on optimizing cash conversion cycles in a subscription-based business model. Proficiency in planning and managing capital requirements for growth initiatives. Ability to build, mentor, and lead a high-performing accounting and finance team, fostering a collaborative and efficient work environment. Experience in implementing effective workflows and improving team efficiency. In-depth knowledge of internal controls, audit processes, and regulatory compliance (SOX, tax regulations, etc.). Oversee external audit processes and ensure timely filing of all regulatory financial reports. Expertise in corporate tax strategy, including income tax, sales tax, international tax issues, and transfer pricing as it relates to SaaS businesses. Ability to manage tax filings, ensure tax compliance, and collaborate with external tax advisors. Ability to implement and optimize financial systems to streamline operations and improve reporting accuracy. Ability to partner with executive leadership to provide strategic financial insights and recommendations. Proficiency in scenario planning and decision modeling to support long-term business goals. Experience preparing financial reports and presentations for investors, board meetings, and fundraising rounds. Ability to effectively communicate financial performance, projections, and strategies to external stakeholders. Strong strategic thinking and problem-solving skills to help drive the company's growth, scalability, and profitability. Ability to understand and navigate the nuances of the SaaS business model to guide financial decisions. Nice to Have Experience with selecting auditors and managing audit processes Experience working with outsourced bookkeepers Knowledge of SFDC Startup experience, working in fast-paced environments Benefits Compensation and Benefits Competitive salary and benefits package Comprehensive health benefits from the first day, including medical, dental, vision, HSA, and mental health support 401K retirement savings plan to support long-term financial security Unlimited flex time off plan, including all major U.S. holidays, for optimal work-life balance Flexible work hours 100% remote-working environment, allowing flexibility in location Monthly capped reimbursement for phone and internet expenses to facilitate remote work arrangements We maintain a commitment to equal employment opportunities, ensuring that all individuals are treated fairly and without discrimination in terms of employment opportunities, conditions, and practices. Our company upholds this principle regardless of race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, or any other characteristic protected by applicable law.

Ownify is rebuilding the path to homeownership to make it achievable for the next generation of homebuyers. Our fractional ownership platform allows first-time buyers to buy their home "brick by brick" while providing investment opportunities for real-estate investors. Ownify is hiring a Finance & Accounting Director to build and lead its finance function. The company is early stage and venture funded with a remote-first working environment. Ownify is structured as an operating company (Ownify = OpCo) and a series of property holding LLCs (PropCo). What You Will Do: The Director Finance & Accounting is a hands-on individual contributor role responsible for all aspects of Ownify's financial operations. You will work independently to both develop and manage the company's financial and accounting processes and systems. You will report to the CEO and work closely with the management team across the following areas of responsibility: Oversee all financial operations for both opco and propco (portfolio of real estate investment companies and associated structures) Manage financial reporting for PropCo investors, including SEC filings / reports Build and manage K1 tax reporting for our investors Accounting for OpCo and PropCo Manage annual audit for OpCo and PropCo Manage entities (LLCs) and required state filings Cash flow management Work with product & engineering teams in building company ledger and reporting Financial Planning & Analysis Manage third-party service providers How You Will Grab Our Attention: Bachelor's Degree in finance, accounting, or related field required MSc or MA will be a bonus, as well as CPA or other relevant certification 5+ years of experience in accounting / finance in real estate sector OpCo / PropCo experience a plus Strong Excel skills Strong communication and analytical skills Strong technical skills, product management or engineering experience a big plus! Ability to operate independently and thrive in a fast-paced start-up environment Possess strong attention to detail, good business acumen and excellent analytical skills What Ownify provides: Ability to make a meaningful difference in helping first-time homebuyers Ability to directly impact direction of start-up company Competitive salary Stock option grant Fully remote environment Robust Medical coverage, as well as Dental & Vision, FSA benefits

Overview & Benefits Bottom Line is currently searching for a Director of Finance to manage the day-to-day financial operations for a $15M, multi-site organization. The Director of Finance will have functional responsibility over general accounting, accounts payable, accounts receivable, payroll, financial operations, development operations, budget planning, and facility operations. Reporting directly to the Chief Operating and Financial Officer, the Director of Finance will be a member of the national headquarters team supporting regional teams in MA, NYC, and Chicago, with planned expansions to Ohio and other future sites. Responsibilities Primary Responsibilities: Financial and Operational Management Establish and maintain internal controls to ensure compliance with financial policies and adherence to accounting procedures and standards with Generally Accepted Accounting Principles (GAAP), the Financial Accounting Services Board (FASB), and the Office of Management and Budgets (OMB) Oversee the effective use of financial systems and their intersection across the organization including Sage Intacct, Certify Expense Management, ADP (Payroll system), and SalesForce Maintain accounting and financial systems and accounting records Develop budget projections and conduct budget scenario planning. Regularly monitor budget spend and propose any necessary adjustments to ensure the financial health of the organization Oversee Accounts Receivable, Accounts Payable, and Payroll Develop processes for more efficient work-flow between National team, Regional teams, and finance and operations team Serve as a point of contact for national and regional business operations, including but not exclusive to lease management, org-wide procurement efforts, the maintenance of business insurance coverages, and contract review and management. Leadership Create and help to maintain a supportive, inclusive, and positive work environment among the Finance team of 3, and the National Team as whole Manage performance of finance staff (currently a Senior Accountant and Staff Accountant), providing coaching and feedback to support their career growth This includes: setting goals, assessing progress toward these goals and Bottom Line's core competencies, providing feedback and coaching through challenges Support direct reports and fill in as needed Reporting & Analysis Manage the annual financial audit, and all required state and federal reporting (including the 990) Prepare monthly financial statements including budget to actuals, forecasts and cash flow Present financial reports to senior leadership, the Board and funders as necessary Provide reporting support to external stakeholders related to grant requirements Complete benefits vendors and state insurance agency financial data requests, and provide reports to HR as needed throughout benefits plan year Proactively seek to improve reporting capability and more efficient/effective use of financial platforms Planning & Budget Coordinate with COFO in managing annual budget planning process; support regional Executive Directors and National team leaders throughout Improve forecasting process through engaging with regional staff Duties, responsibilities, and activities may change at any time with or without advanced notice. Qualifications Qualifications: Required: Bachelor's degree and work authorization required 7 - 10 years of finance management and leadership experience Strong analytic and problem-solving skills to drive continuous improvement Demonstrated commitment to Bottom Line's mission, vision, and core values Demonstrated proficiency and/or growth potential in our core competencies (please see below) Preferred: MBA or CPA strongly preferred Competencies: All employees are expected to demonstrate continued growth within our seven core competencies.

NEAT Method is seeking a hands-on Director of Finance to lead day-to-day financial management, reporting, and analysis across our growing franchise and product businesses. This person will bring structure, visibility, and insight to the company's financial performance - building scalable processes, managing external accounting partners, and partnering closely with leadership to support data-driven decision-making. The ideal candidate has deep financial expertise with a track record of managing company financials through periods of growth, establishing scalable processes, and maintaining disciplined cash and expense management. They are analytical, execution-oriented, and comfortable rolling up their sleeves to create clarity and drive results in a fast-paced, entrepreneurial environment. As a member of the leadership team, the Director of Finance will own NEAT Method's financial foundation - ensuring accurate reporting, sound decision-making, and scalable systems to support the company's next stage of growth. This role reports directly to the Co-Founders (COO & CEO) and serves as a key thought partner across business functions. Key Responsibilities Financial Management & Reporting Lead all financial operations, including accounting oversight, monthly close, and financial reporting. Review and analyze P&L, balance sheet, and cash flow statements; identify trends, variances, and actionable insights. Ensure timely and accurate monthly, quarterly, and annual financial reporting. Oversee and coordinate with external accounting and tax partners to maintain GAAP compliance and accurate records. Implement and maintain internal controls and documentation to ensure accuracy and accountability. Planning, Forecasting & Analysis Develop and maintain financial models to forecast revenue, expenses, and cash flow, incorporating business drivers and scenario/sensitivity analyses. Lead annual budgeting and rolling forecast processes in collaboration with department leads and the leadership team. Develop dashboards and KPI tracking to monitor business performance across both product and franchise segments. Provide financial analysis and recommendations to support strategic planning, pricing, promotions, and investment decisions. Partner with Merchandising/Product and Planning teams on demand and inventory forecasting, ensuring alignment of buys and sell-through with financial plans. Evaluate profitability by channel, business unit, and product category to guide growth strategies and operational focus. Franchise & Product Business Support Develop and maintain models and reporting to track franchise performance, royalty income, and profitability. Partner with the Franchise and Product leadership to evaluate new growth opportunities and inform planning decisions. Support evaluation of potential adjustments to fee structures, incentives, or pricing frameworks to align with company objectives. Treasury & Cash Flow Management Own cash flow planning, liquidity management, and working capital strategy. Lead financing process management, including preparation of diligence materials, investor/lender-ready reporting packages, and direct engagement with banks and advisors. Manage banking relationships and ensure compliance with financing agreements or covenants. Process & Systems Improvement Identify and implement systems and tools to improve visibility, efficiency, and accuracy in financial reporting. Streamline workflows for expense management, AP/AR, and budgeting. Support integration of data between finance, operations, and marketing systems to improve real-time insight. Cross-Functional Partnership Collaborate with Co-Founders and department leaders to translate financial results into actionable business insights and recommendations. Provide financial guidance to support resource allocation, hiring, and investment decisions. Manage and mentor junior finance staff. Serve as the primary internal point of contact for all finance-related questions and reporting Requirements Bachelor's degree in Business Administration, Economics, or a related field (MBA a plus). 7-10+ years of finance or accounting experience, with strong FP&A and operational finance background. Experience in retail or e-commerce, ideally within retail or consumer goods industries required; exposure to or experience in franchise-driven businesses a plus. Proficient in building and maintaining financial models and dashboards from scratch. Excellent analytical, problem-solving, and communication skills. Proficiency with QuickBooks or similar accounting systems, Excel, and financial reporting tools. Highly driven, with exceptional attention to detail; able to manage up with a high degree of autonomy and self-reliance. Strong interpersonal and communication skills, with a track record of collaborating across teams and reporting to senior leadership. Ability to balance strategic priorities with hands-on execution in a fast-paced, high-growth environment. Self-starter with a data-driven approach to problem-solving and decision-making. Comfortable working cross-functionally in a fast-moving, remote environment. Willingness to roll up sleeves and engage in tactical execution where needed. Benefits Competitive compensation package 401(K) with company match Flexible PTO policy Remote work Health, Dental, and Vision Insurance, with HSA Employee discount on all Neat Method products

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.

Interested in using your financial acumen and strategic mindset to make meaningful societal impact? JOIN US IN OUR MISSION! Afton Partners seeks a Director to lead strategic finance initiatives with our charter school client partners around the country. As the national leader in charter school financial planning and governance, we've partnered with more than 80 networks serving public school students in a wide range of communities in 30 states. This client-facing position leads projects with charter school leaders, often resulting in financially sustainable schools, stronger financial leadership, and well-informed decision-making on facilities, growth, and operational plans. Project teams produce these outcomes by developing financial projections and financial analysis, preparing client-facing plans, and guiding charter school leaders in their decision making. This position requires significant experience and demonstrated proficiency in financial projection modeling, financial planning, budgeting, school debt financing processes, and communication. Successful candidates will have a keen ability to turn data into intelligence for decision making. As a project leader, advanced project management and supervisory and coaching skills are critical. Other traits that are valuable in the success of this position include a strong interest in our client partners' mission and communities, self-awareness, the ability to take ambiguous problems toward a path of solution, and strong relational skills. This is a full-time, remote position with geographic flexibility, requiring up to 10% travel, and offering competitive pay and benefits, including health insurance, paid time off, and 401(k) with company match. The salary range for the position is $125,000-$138,000. About Afton Afton Partners is an impact-driven consultancy that reimagines and implements systems, policies, and practices that improve lives. We bring technical savvy and a relational approach to partnerships with clients across the early care and education, K-12, higher education, and workforce development sectors. Since 2011, Afton has collaborated on more than 150 initiatives in 40 states, and our clients include state and local government agencies, public school systems, charter schools, and philanthropies. We're creative, committed, and energized by complexity. Together, we can solve our toughest societal challenges and co-create a future where each person has the opportunity for growth and fulfillment. Qualifications A minimum of eight (8) years of relevant work experience conducting financial analysis and advising leaders in education, government agencies, financial services, management consulting, or human services administration, or similar is required. A minimum of three (3) years of experience in-house or consulting with charter, private, or independent schools is strongly preferred. A minimum of two (2) years of direct people and project management experience is required. Afton Partners is an Equal Opportunity Employer and a Drug-Free Workplace. A full list of physical, mental and cognitive demands is available upon request. Candidates must be able to accomplish core tasks with or without reasonable accommodation. No visa sponsorship is available for this position. The above information 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 assigned to this job.

Director of Finance As Director, Financial Planning & Analysis, you will partner with business leaders to drive financial strategy and decision-making for Imaging and related business units. This role is critical in delivering accurate forecasts, optimizing performance, and providing actionable insights that support growth and operational excellence. You will lead financial planning, analysis, and reporting processes while coaching a high-performing team. What We Offer Competitive compensation Medical, dental, and vision coverage Flexible and paid time off Remote and hybrid work options Employee assistance and wellness programs What You'll Be Doing Serve as the lead financial business partner for revenue-generating lines of business Provide strategic insights and recommendations to enhance growth and value Develop short- and long-term business plans and forecasts Execute complex analyses linking operational performance to financial results Own budgeting, reporting, and COGS forecast consolidation for assigned areas Build costing and pricing models to evaluate product and department margins Deliver timely, accurate ad hoc financial and operational reports Support working capital and cash flow objectives Develop ROI models and assist with capital allocation decisions Contribute to M&A integration and special projects as needed Lead and coach a team of 2-4, including performance management and development Ensure compliance with systems, policies, and procedures What We Look For Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred 10+ years of progressive finance experience, including leadership roles Expertise in financial planning, analysis, and reporting Strong proficiency in forecasting, budgeting, and cost modeling Demonstrated ability to influence and partner with senior leadership Excellent analytical and communication skills. At Clario, our purpose is to transform lives by unlocking better evidence. It's a cause that unites and inspires us. It's why we come to work-and how we empower our people to make a positive impact every day. Whether you're advancing clinical science, building innovative technology, or supporting our global teams, your work helps bring life-changing therapies to patients faster. Clario is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Classification Purpose: The primary purpose of the Fiscal Officer 2 classification is to provide strategic management and monitoring of the accounting and finance functions of the agency and oversee assigned staff. Job Duties: Provide direct supervision of assigned staff. Monitor the agency's activities regarding accounts payable, payroll, budgets and utility billing. Develop, coordinate and provide data collection and analysis of water and sewer rates and utilization trends. Identify needs and prepares recommendations to develop, modify, terminate, or automate data collection and analysis to meet the needs of the water and sewer system. Design special accounting and information systems and procedures, as needed. Direct, develop, and maintain accounting policies and internal controls for the agency. Prepare cash flow statements and cash reserve analysis in addition to long term forecasting for operational and capital needs. Monitor billing accounts, past due accounts and revenue levels to include revenue received from state and federal government. Prepare and compile statistical documents and reports. Responsible for preparation of annual and ongoing budget proposals. Review reports and documents assigned to other staff. Define effective measurements, benchmarks, and results for each agency program. Develop and administer a uniform budget policy and program to accommodate multiple funding sources and budgets from various appropriations and public entities. In preparation for the monthly Sanitary Engineering balancing report, prepare general ledger analysis. Coordinate, review, monitor and complete special projects, as needed. Participate in development of resolutions; respond to inquiries and/or complaints from the public. Provide fiscal advice regarding project planning. Maintain regular and predictable attendance. These duties are illustrative only and you may perform some or all of these duties or other job-related duties as assigned. Major Worker Characteristics: Knowledge of budgeting; inventory control; accounting; supervision; human relations; agency policy and procedures; government structure and process; interviewing. Skill in word processing; equipment operation. Ability to define problems, collect data, establish facts and draw valid conclusions; calculate fractions, decimals, and percentages; maintain accurate records; prepare meaningful, concise and accurate records; use proper research methods in gathering data; cooperate with coworkers on group projects; establish friendly atmosphere as supervisor of work unit; handle sensitive inquiries from and contacts with officials and general public. Minimum Class Qualifications for Employment: Any equivalent combination of relevant training and experience including but not limited to: Bachelor's degree in accounting, finance, or related field with five (5) years of accounting, finance, or related experience. Additional Requirements: No special license or certification is required. Supervisory Responsibilities: Ability to assign, review, plan, and coordinate the work of other employee, to provide instruction to other employees, to maintain department standards, to recommend the discipline or discharge of other employees, to act on employee problems, to recommend and approve the transfer, promotion, or salary increase of other employees. Unusual Working Conditions: N/A