Production Partner, Distributed Retail
Remote
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better:
- We've funded over $100 billion in loans for our customers, more than any other fintech- Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval- Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender - Fintech Breakthrough Award: Best Lending Innovation Award - Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing- We are Forbes' Best Online Mortgage Lender for 2023- We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world
We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive.
About NEO Home Loans
NEO Home Loans, a community-based retail division of Better, is dedicated to redefining the homeownership experience with trust, innovation, and exceptional service. Our mission is to unlock people's full financial potential by providing clarity, transparency, and consistency throughout the loan process. We make lending approachable, guiding individuals toward decisions that serve their best interests. Powered by a team of passionate and hardworking professionals, we foster a culture of collaboration, innovation, and personal growth. Join us and be part of a dynamic company committed to excellence.Essential Job Duties and Responsibilities
Partner with mortgage advisors and operations team to facilitate seamless communication and efficient workflow throughout the mortgage application process
Collaborate with loan officers, processors, and underwriters to facilitate seamless communication and efficient workflow throughout the mortgage production process.
Ensure timely and accurate completion of tasks to meet production goals and deadlines.
Serve as a liaison between clients and the production team, addressing inquiries, providing updates, and ensuring a positive client experience.
Assist in gathering necessary documentation and information from clients to support loan applications.
Conduct regular reviews of loan files to ensure accuracy, completeness, and compliance with regulatory requirements and company standards.
Collaborate with the production team to address any identified issues promptly.
Collaborate with management to implement strategies to enhance production efficiency.
Participate in co-creation of strategies to enhance production efficiency.
Non-Essential Job Duties and Responsibilities
Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions.
Promotes interdepartmental communication and culture.
Lead, develop and motivate the team across all locations and operational functions.
Continued focus to ensure all families (Internal and External) are receiving the best possible service.
Qualifications and Skills
Strong attention to detail, organizational and communication skills.
Strong analytical, judgement and managerial skills
Excellent verbal and written communication
Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.
Ability to prioritize and meet deadlines.
Strong interpersonal and teamwork skills and ability to influence through collaboration.
Self-motivated, with a high level of personal energy and commitment.
Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Company Benefits
Our total rewards package consists of an hourly wage and a curated benefits plan. We are thrilled to offer all our full-time employees the following benefit offerings:
- Benefits eligibility effective DAY ONE - *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)- Flexible PTO- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!- Personalized care for every fertility and family care journey for our employees and their partner! - Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match! - Discount programs and perks including pet Insurance!
The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided.
Disclaimer
Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.
We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.
Auto-ApplyAffinity Partner Coordinator
Remote
It's a new day with a new opportunity at 8am!
About the role:
The Affinity Partner Coordinator is a dynamic, people-focused role supporting the success and growth of 8am's affinity partnerships. Reporting to the Senior Manager of Affinity Marketing, this role helps manage partner relationships-particularly in the legal and accounting verticals (LawPay, MyCase, CasePeer, Docketwise, CPACharge)-while also assisting senior team members in relationship expansion and strategic support.
This role requires exceptional interpersonal and coordination skills, with a focus on sales enablement, partner engagement, and communication. The coordinator will play a key role in helping partners understand and adopt the full suite of 8am products, facilitate go-to-market strategies, and ensure the success of shared initiatives through proactive collaboration
About us:
At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.
Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000's fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!
What you'll do:
Support Relationship Managers in developing and expanding assigned affinity partner accounts.
Serve as a primary point of contact for partners, providing updates, gathering feedback, and identifying opportunities to increase adoption of the 8am product suite.
Assist in contract discussions, renewals, and alignment on program expectations.
Coordinate cross-functional collaboration with Marketing, Sales, Product, Support, Legal, Finance, and Accounting to ensure smooth execution of partner initiatives and launches.
Support go-to-market efforts by helping manage partner onboarding, marketing campaigns, and sales enablement.
Build and maintain strong partner relationships by understanding their goals and aligning initiatives that drive mutual success.
Represent 8am professionally in partner meetings, industry events, and trainings.
Schedule and help lead partner check-ins, performance reviews, and training sessions.
Maintain accurate partner records in Salesforce and other systems of record.
Monitor and report on partner engagement, revenue impact, and adoption milestones, preparing summaries and materials for internal stakeholders and leadership.
About you:
2+ years of experience in partner management, business development, account coordination, or B2B sales roles.
Proven ability to manage external relationships and internal coordination across departments.
Confident communicator with strong personal presence and high emotional intelligence.
Experience working with Salesforce or similar CRM platform preferred
Comfortable leading or participating in partner meetings, contract discussions, and strategic reviews.
Ability to travel occasionally for partner events, meetings, and conferences.
Self-starter who thrives in a fast-paced environment and enjoys collaborating to solve challenges.
Experience in fintech, SaaS, legal tech, or accounting services a plus.
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
Additional Information
The annual salary range for this position is $75,000 to $100,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.
Why 8am:
At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement-values that empower us as individuals and unite us as a team. Our culture is grounded in our core values:
Work Smart, Win Fast
;
Outshine Ordinary
, and
We Find a Way
. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.
Here's how we support our 8Team:
Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.
At 8am, we don't just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.
Diversity, equity & inclusion at 8am:
At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Security advisory:
Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.
Auto-ApplyTax Partner- Private Client Services (PCS)
Remote
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking Tax Partners for our Private Client Services (PCS) team. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top “Places to Work” awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Perform partner level compliance review and tax return signoff
Handle client consultations on planning opportunities and changes in tax law
Working on proposals and assisting in developing new business
Meeting prospective clients and developing relationships with new and existing clients
Expanding services to existing clients
Supervising engagements and special projects undertaken by the firm
Overseeing all aspects of the client engagement
Supervising, training and evaluating advanced level staff
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client
Basic Qualifications:
Bachelor's degree in accounting, law or equivalent field
CPA or JD required
12+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
5+ years of supervisory experience, mentoring and counseling associates
Experience acquiring new clients and growing a book of business
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About our Tax Team
As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
About EisnerAmper
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Should you need any accommodations to complete this application please email: *********************************
For NYC, the expected salary range for this position is between $250,980.00 and $450,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-JB1
Preferred Location:New York
Auto-ApplyLicensed Loan Partner
Providence, RI jobs
Job Details Providence , RI Optional Work from Home Full Time High School $15.00 - $29.00 Hourly FinanceDescription
AnnieMac Home Mortgage is looking to hire a
Licensed Loan Partner
to be responsible for assisting one specific Mortgage Loan Originator or Branch Manager in delivering outstanding customer service to borrowers and realtor partners. Candidates should have experience directly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the accountabilities and job activities of the
Licensed
Loan Partner
position include, but are not limited, to the following:
Deliver WOW service Contract to Close
Send disclosures to borrowers with updated Needs List and get docs returned within 48 hours.
Once final paperwork is received, do a QC Review which includes the following.
Be sure docs received matches checklist.
Organize assets/income.
Mortgage Banker Checklist/Quality Assurance Checklist.
File turned into processing within 24 hours of receipt.
New contracts introduction to realtors via email.
Email L.O. to do a warm/fuzzy call to both agents.
Tuesday Realtor Status Updates.
Ensure Documents to Closing within 48 hours
Productive Weekly Status Calls.
Pipeline meeting weekly with processors.
Pre-Close Checklist with Client 48 hours before closing.
Attend closing if LO cannot (15 minutes max).
Call and get all conditions.
Working with Clients
Research Client Scenarios with Underwriting and Investor Guidelines.
Assist LO with callbacks of borrowers to set up face to face appointments only.
Qualifications
Position cannot originate loans.
Position MUST hold an MLO License in all states in which it assists borrowers.
At least one year experience in the mortgage industry.
High school Diploma or equivalent.
Communication skills
Proficient in Microsoft Office.
Detail oriented and organized.
Work Environment/Physical Demands: Will have to spend long hours sitting and using office equipment and computers, which can cause muscle and eye strain. Unless specifically defined upon employment, this position is required to report to the licensed branch location during working hours, in order to support the Mortgage Loan Originator or Branch Manager.
AnnieMac Home Mortgage offers a wide range of benefits, including medical, dental and vision plans, along with voluntary benefits, including 401K.
***AnnieMac Home Mortgage is an Equal Opportunity Employer***
***AnnieMac Home Mortgage participates in E-Verify***
Sr. Compensation Partner
San Francisco, CA jobs
About the role
As a Compensation Partner, you'll play a vital role in aligning our compensation strategies with business goals. This position focuses on collaboration across departments to ensure our compensation programs not only attract and retain top talent but also drive performance and engagement. You'll partner with leadership and People team members to create tailored solutions that meet our organizational needs while ensuring fairness and competitiveness in the market.
The base salary offered for this role and level of experience will begin at $146,610.00 and up to $207,700.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
In this role, you can expect to (responsibilities)
Strategic Collaboration: Work closely with leadership, managers and People Business Partners to understand business objectives and develop compensation strategies that support those goals.
Market Insights: Conduct regular market analyses to inform compensation structures, ensuring we stay competitive while promoting internal equity.
Program Oversight: Lead the design and implementation of base salary, bonus, and incentive programs, ensuring they align with our overall talent strategy and business priorities.
Data-Driven Decisions: Use data analytics to assess the effectiveness of compensation programs, preparing insights and recommendations for key stakeholders.
Cross-Functional Support: Partner with Talent Acquisition and other departments to support recruitment efforts and ensure alignment on compensation offerings.
Effective Communication: Develop materials to clearly communicate compensation programs to employees, helping them understand the full value of their compensation and benefits.
To thrive in this role, you have(requirements)
Proven ability to collaborate with and influence stakeholders at all levels of the organization.
Strong analytical skills and a data-driven approach to decision-making.
Excellent communication skills, capable of conveying complex concepts clearly and engagingly.
Ability to manage multiple projects in a fast-paced environment while meeting deadlines.
#LI-EI1 #LI-Hybrid
A little about us
At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
Because if we don't-who will?
*Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
What we offer for our full-time, regular employees
🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or are part of our fully remote program, you'll stay engaged with your work and teammates.**
💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute**
💰 Competitive salary based on experience**
✨ 401k match** plus great medical, dental, vision, life, and disability benefits
🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off**
🫂 1% of your time off to support local community organizations of your choice
👟 Annual wellness stipend to use towards eligible wellness related expenses
👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too!**
💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress**
**Perks also available to Chime Interns.
We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: ******************.
To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.
Auto-ApplyUtilities Client Partner
Columbus, OH jobs
The Senior Client Partner - Utilities NA is a strategic leader responsible for managing key client relationships across the North American utilities landscape. This role focuses on driving business growth, ensuring delivery excellence, and aligning enterprise capabilities with client transformation goals in areas such as grid modernization, digital customer experience, and regulatory compliance.
Key Responsibilities:
Client Engagement & Relationship Management
* Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and programme heads.
* Lead strategic account planning and executive-level governance.
* Foster long-term partnerships by aligning delivery outcomes with client business priorities.
Business Development & Growth
* Identify and pursue growth opportunities within existing accounts.
* Drive consultative selling across digital, cloud, and infrastructure services.
* Collaborate with sales, delivery, and domain teams to shape go-to-market strategies.
Delivery Oversight
* Ensure successful delivery of services across application, infrastructure, and transformation programs.
* Monitor KPIs, SLAs, and client satisfaction metrics.
* Lead risk management and escalation resolution.
Strategic Leadership
* Develop and execute account plans aligned with North American utility trends and regulatory frameworks.
* Influence internal stakeholders to mobilize resources and prioritize client needs.
* Mentor client-facing teams and contribute to talent development.
Qualifications
* Bachelor's degree in engineering, Business, or related field (MBA preferred).
* 20+ years of experience in client-facing roles, including 7+ years in senior consulting or account leadership.
* Proven track record managing multi-million-dollar utility accounts in North America.
* Deep understanding of utility operations, regulatory environments (e.g., FERC, NERC), and digital transformation.
* Strong communication, negotiation, and stakeholder management skills.
Others Skills
* Deep understanding of Customer Information System (CIS), Work and Asset Management, AMI, DERMS, OMS, and utility analytics platforms.
* Familiarity with cloud migration, cybersecurity, and ESG initiatives.
* Understanding the impact and implementation of GenAI in Utilities
* Ability to navigate complex matrix organizations and influence cross-functional teams.
Salary Range: $147,000-$203,000 a year
#LI-MM6
Senior Compensation Partner
Remote
At Exodus, we are committed to creating a world where people are empowered to control their life in a digital world. We believe in extreme ownership, getting the right stuff done, and being obsessed with the customer experience. As a Senior Compensation Partner, you'll play a critical role in building and operationalizing our compensation philosophy by ensuring employees are rewarded competitively and in alignment with our mission to build a world-class team.
What You Will Do
Lead Compensation System Improvements: Audit and correct gaps in current compensation practices, including employee leveling, RSU execution, and band misalignments. Deliver data-driven insights to leadership to ensure internal equity and role alignment.
Operationalize Our Compensation Philosophy: Translate high-level compensation and equity strategies into clear, scalable processes for managers and employees, ensuring understanding and consistent application.
RSU Program Rollout & Education: Design and launch company-wide RSU education materials including manager-ready guides, FAQs, and 1-pagers-clarifying eligibility, performance linkage, and value.
Partner with Recruiting: Advise on new hire banding and compensation decisions, ensuring offers reflect internal equity, market data, and expected role impact.
Design Incentive Models: Collaborate with leadership to shape new incentive programs such as milestone-based equity or team rewards that drive performance and alignment.
Plan & Execute Compensation Cycles: Develop and manage the annual and mid-year compensation cycle plans, including timelines, manager training, and process improvements to reduce cycle time and enhance consistency.
Career Ladders & Leveling Frameworks: Draft and refine career ladders and job leveling frameworks (P1-M4) that support performance standards and growth mapping.
Build Strategic Roadmaps: Deliver a 6-12 month compensation roadmap informed by data, business priorities, and cross-functional input.
Market Analysis & Benchmarking: Conduct regular market studies to ensure competitiveness and alignment with our global rewards philosophy.
Who You Are
Detail-Oriented & Precise: You have deep expertise in compensation and equity programs, managing complexity with accuracy, confidentiality, and discretion.
Strategic & Impact-Driven: You design transparent, fair processes that connect compensation to hiring, growth, and performance.
Data-Driven & Analytical: You extract insights from data using advanced Excel/Sheets and HRIS tools (BambooHR, Pave, Radford) to influence decisions.
Effective Communicator: You can simplify complex compensation concepts for executives, managers, and employees.
Adaptable & Resilient: You thrive in high-performance, rapidly changing environments.
Globally Minded: You understand international compensation practices, benefits, and equity structures (RSU, ISO, NQSO, etc.).
Ownership Mentality: You take full accountability for outcomes and continuously seek improvements.
About Exodus
Exodus is a multi-asset cryptocurrency wallet with a built-in exchange feature. We started our movement in 2015, and have been a distributed team since then. Our mission is to help half of the world exit the traditional financial system and move into the crypto financial system by the year 2030.
What We Offer
Freedom to work wherever you want, whenever you want.
Building the future. Cryptocurrencies lay the foundation to the internet of value, the next major wave in application technology and personal finance.
Collaborative and feedback-driven culture.
Opportunity to grow.
Fair pay, no matter where you live, along with a competitive benefits package.
We pay 100% in Bitcoin. While this might be new territory for some, converting your earnings to USD is simple, and we're here to support you every step of the way.
All the tools you need to do the job.
Benefits
Health: Most of our health insurance plans are covered 100% for you and covered 50% for your dependents. We'll also cover dental insurance. If you are outside of the United States, we will reimburse you up to $500 per month for any medical and dental insurance for you and your dependents.
PTO: 30 days of paid time off per year on top of a flexible schedule where you can work
wherever
and
whenever
. If you're part-time with us, you'll still receive 15 days of paid time off.
Unlimited Bereavement: We will pay you your full salary for the first two weeks for the loss of any immediate family members, but we allow you to take all the time you need to grieve outside of that.
Parental Leave: 13 weeks of fully paid leave with and a month of flexible work for the primary caregiver. 4 weeks of paid leave if you are the child's secondary caregiver.
Tax Help: Getting paid in Bitcoin new to you? Don't worry! We will reimburse you for speaking with a professional tax specialist in your state/country to make sure everything is taken care of.
Perks: Exodus offers a variety of seasonal perks, such as coverage for gym memberships and therapy. We also offer quarterly Wellness Days! We want to make sure all of our employees know they are our priority and give back for their hard work often.
Our Hiring Process
To apply, we'd love to learn more about you. Please answer our application questions! Submitting a resume is optional.
Our hiring process consists of several different stages.
Recruiter Interview: If we like your initial application, expect to schedule an interview with a member of our recruitment team. This interview will focus on getting to know you a bit more and will focus on explaining the culture of the company. We want to know more about why you want to join our team, how you feel about our mission and cryptocurrency now, and how it fits into your overall career plan to make sure this is the right place for you.
Assessments: Not every role consists of an assessment, but if yours does, it will be directly related to the job you apply for.
Interview(s) with your future manager: This is to make sure that you are a fit for the role you are applying to and to explore your career history. In this interview, we'll learn more about the hard and soft skills you possess to help determine if you'd be a good fit for us.
Interview(s) with your future colleagues: We call these focus interviews, and they are a time for you to learn more about your role from someone you will closely collaborate with. It's also a time for us to see how we align in terms of competencies and expected outcomes of the role.
Pay Transparency Notice:
Salary and all other total compensation information (commission and benefits) will be discussed in detail during the hiring process.
Salary Range$124,000-$146,000 USD
Auto-ApplyHybrid Loan Production Partner-NMLS
Tampa, FL jobs
Hybrid Loan Partner - Mortgage Lending
Our client is seeking an experienced Loan Partner to support their mortgage team in a high-volume, fast-paced environment. This position blends the responsibilities of a Loan Officer Assistant, Processor, and Pre-Underwriter. The right person will be highly detail-oriented, proactive, and able to manage loans from pre-approval to submission with minimal oversight.
Please note: This is not a remote position. Candidates must be based in the Tampa area and available to work on-site part of the week. We do not set the requirements for this position-all criteria are established by the hiring client.
Top Responsibilities:
Structure, price, and pre-underwrite loan files
Run DU/LP and analyze credit, income, assets, and liabilities
Calculate all types of income, including self-employed
Research and apply relevant loan guidelines
Manage the loan process from application to submission
Communicate clearly with borrowers and internal stakeholders throughout the file lifecycle
Must-Have Requirements:
Active NMLS license (non-negotiable)
Minimum 5 years of mortgage experience
Proficient with Encompass and LendingPad
Able to work a flexible schedule including occasional weekend availability
Strong knowledge of loan programs, guidelines, and income review
Work Schedule:
In office: Monday, Wednesday, and some Fridays (for events or training)
On-call weekend rotation (occasional preapproval needs-2 hours' notice)
Flexible hours based on pipeline needs; this is not a traditional 9-5 role
Compensation:
Base salary up to $60,000
Monthly team-based bonus potential
Health insurance, PTO and 401(k) offered (no match)
This is a unique opportunity for someone who thrives in a high-accountability, collaborative environment and wants to play a critical role in loan production.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
Sr. HR Compliance Partner
Columbia, SC jobs
Senior HR Compliance Partner - Columbia, SC (Hybrid)
The Senior HR Compliance Partner leads enterprise compliance efforts, ensuring adherence to employment laws, regulatory requirements, and internal policies. This role collaborates with senior HR leadership and cross-functional teams to design and implement compliance programs, mitigate risk, and promote a culture of accountability and ethical practices.
What You'll Do:
Develop and lead an enterprise-wide HR compliance strategy aligned with organizational goals.
Advise senior leadership on regulatory risk and compliance matters.
Monitor legislative changes and assess impact on HR policies and practices.
Represent HR in executive risk committees and external audits.
Create and maintain HR policies ensuring compliance with federal, state, and local laws.
Oversee compliance investigations, audits, and risk assessments; implement corrective actions.
Partner with Legal, Risk, and Internal Audit teams for alignment and readiness.
Design and deliver compliance training for HR and management teams.
Mentor the HR Compliance team and guide on complex compliance issues, including remote work policies.
Promote a culture of accountability and ethical practice across the organization.
What You'll Need:
Education: Bachelor's degree in HR, Business, Compliance, or related field; master's preferred.
Experience: Minimum 8 years in HR compliance, employment law, or risk management with leadership responsibilities.
Certifications: SHRM required; CCEP preferred.
Strategic Thinking: Ability to anticipate regulatory trends and adapt compliance strategies proactively.
Leadership & Influence: Skilled in guiding teams and influencing senior stakeholders.
Analytical Expertise: Strong ability to interpret complex regulations and translate them into actionable policies.
Communication & Change Management: Exceptional communication skills and proven success in leading compliance-related change initiatives.
Auto-ApplyPrincipal, Talent Management
Chicago, IL jobs
IS NOT ELIGIBLE FOR VISA SPONSORSHIP* What You'll Do: The Principal, Talent Management is responsible for partnering across the HR function to align business needs with talent strategies and solutions. Serve as a trusted advisor and strategic partner in the areas of employee relations, organizational design and effectiveness, workforce planning, employee engagement, talent management, performance management/improvement and policy interpretation to optimize HR's contribution to helping OCC achieve its strategic goals.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
* Partner with functional leadership to develop an understanding of talent issues and implement talent management strategies including but not limited to leadership development, executive coaching, succession management, career management and performance management
* Manage and resolve complex employee relations and performance management issues. Conduct effective and thorough investigations of employee issues and concerns. Work with legal counsel as needed
* Act as a consultant to influence the business, deliver constructive feedback, diagnose and resolve issues and positively influence change
* Act as an employee champion and change agent. Provide coaching and counseling support to employees and managers regarding employee relations, career development and/or HR policy interpretation. Work closely with management and employees to improve work relationships, build morale and increase productivity and retention
* Support HR talent related initiatives such as employee engagement, organizational design, workforce planning and change management initiatives. Collaborate with HR leadership to ensure OCC's programs are enabling OCC to become a high performance organization
* Review fingerprint reports for new employees and independent contractors and work with legal counsel to obtain appropriate documentation to address findings
* Partner with Organizational Development in the identification, development and execution of training programs
* Partner with managers and legal counsel to prepare separation paperwork and conduct termination meetings as needed
* Conduct exit interviews, analyze data and make recommendations to ED of Talent Management & Total Rewards for corrective action and continuous improvement
* Respond to employee questions and requests regarding employment policies, procedures, programs, compensation, benefits, HRIS, etc. Identify ways to improve Talent Management policies and procedures. Support the preparation of job aids, employee communications, training materials, etc
* Perform special projects as required by the CHRO and ED of Talent Management & Total Rewards.
Supervisory Responsibilities
* None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
* [Required] Excellent interpersonal skills
* [Required] Strong stakeholder orientation
* [Required] Capable of independently handling difficult and/or confidential matters
* [Required] Teamwork and collaboration; capable of building strong working relationships
* [Required] Ability to think strategically and push back and challenge where appropriate
* [Required] Ability to effectively prioritize workload; manage multiple projects concurrently
* [Required} Excellent presentation skills and written/oral communication skills
* [Required] Ability to appropriately handle sensitive and confidential information
* [Required] Minimum of 10+ years of experience in an HR business partner role
* [Preferred] Experience with creating a culture of engagement, collaboration and teamwork
* [Preferred]Extensive knowledge of employment laws
Technical Skills & Background
* [Required] Proficient with Microsoft Office
* [Preferred] HRIS experience (Workday)
Certifications
* [Preferred] SPHR
Education & Training
* [Required] Bachelor's degree in Human Resources (or equivalent) or Business
* [Preferred] Master's Degree highly desirable
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
* A hybrid work environment, up to 2 days per week of remote work
* Tuition Reimbursement to support your continued education
* Student Loan Repayment Assistance
* Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
* Generous PTO and Parental leave
* 401k Employer Match
* Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
* The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
* In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
* We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
* All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$152,200.00 - $214,200.00
Incentive Range
18% to 25%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
Auto-ApplyDirector, Crypto Partnerships
Remote
Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions.
By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes.
Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets.
We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance.
About the Role
Figure is seeking a dynamic, versatile Partnerships leader to drive adoption of Figure's Democratized Prime and Crypto-Backed Loan (CBL) products. You will lead Figure's strategy and partnerships efforts to grow assets and loan volume through TradFi institutions and centralized crypto-native platforms. In doing so, you'll contribute to Figure's strategy to continue scaling the largest, blockchain-based capital markets Ecosystem.
You will source and negotiate high-impact partnerships while cultivating long-term relationships across TradFi and crypto-native players. You will collaborate together with partners and Figure's internal teams to craft amazing B2B2C product experiences for our customers.
What You'll Do
Identify, source, and negotiate high-impact strategic opportunities across TradFi and centralized crypto-native platforms
Design and execute go-to-market strategies to grow our Democratized Prime and Crypto-Backed Loan solutions through B2B2C channels
Identify compelling use cases and partnership opportunities together with our product team
Build and sustain senior executive relationships at relevant ecosystem players
Collaborate internally with product, marketing, legal, and compliance teams to efficiently execute deals and activate new partnerships
Drive partnerships towards metrics-driven outcomes that benefit customers, partners, and Figure
What We Look For
7+ years of experience in strategic partnerships, product partnerships, or related fields
Combination of experience in financial services, fintech, wealth management, blockchain and/or digital assets technologies
Basic fluency in the digital asset and crypto ecosystems
Track record of identifying, sourcing, and closing complex strategic partnerships
Strong pipeline and territory management - including effective use of a CRM (e.g. Salesforce)
Ability to bridge the gap between TradFi and crypto stakeholders
Collaboration and interpersonal skills to co-develop partner and product solutions
Salary
Base & Variable Compensation Range: $190k - $250k per year
Restricted Stock Units (RSUs) package
Variable compensation determined based on performance related to assets and funded volume outcomes
This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs
Benefits
Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice.
Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
#LI-RF1 #LI-Remote
Auto-ApplyPeople Business Partner
New York, NY jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Position Overview
Accordion is seeking a hybrid People Business Partner (HRBP) and HR Project Manager to join our growing People Team. The ideal candidate is a hungry, creative, and detail-oriented individual who is eager to make their mark on all things people at Accordion. This is a unique role with the ability to toggle between traditional HRBP responsibilities and serve as a critical project manager, partnering closely with the global HRBP Team to help drive a number of critical people programs spanning all of our practice areas.
This exciting new role will work with multiple levels of leadership to develop, influence, and execute HR strategies and programs. This individual must understand our business model and functional priorities and act as a liaison between teams, while assessing people's needs in areas such as performance management, learning and development, organizational development, coaching, career pathing, compensation, employee relations, and employee engagement. The ideal candidate will combine strong project management skills with a solid understanding of HR functions, business analysis, and stakeholder communication.
Above all, we are looking for someone who can diagnose problems with an analytical mindset and collaborate with colleagues to provide practical solutions. Most importantly, this role will work cross-functionally to deliver value-add strategic people business partnering and project management that reflects Accordion's core values and helps further our high-performance culture.
This position will be based in our New York City office with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What You'll Do:
Take a data-driven approach to deliver our ambitious people agenda and in an effort to support our firmwide growth strategy
Project manage and support key people initiatives like performance management, learning and development, organizational development, coaching, career pathing, compensation, employee relations, and employee engagement
Build and foster trusting partnerships with internal clients, acting as a point of contact, coach, partner, and confidant to employees across the entire employee lifecycle
Assume tactical People Business Partner responsibilities and serve as a strategic business advisor to deliver key people priorities in support of business strategy
Analyze trends and metrics within the People Team to help inform our people strategy
Ability to be agile and “think on your feet” - assist on projects when needed and forget the concept of working in silos; we are looking for someone who is results-oriented and can seamlessly contribute when called upon
You Have:
5 to 7 years of progressive HR Business Partner experience with a proven ability to act as a true thought partner in the HRBP role
Bachelor's degree in a related field
Experience in Consulting, Finance, or Private Equity
Proven ability to partner and influence leaders to help drive people strategy and deliver upon business objectives, in partnership with senior HRBPs
Ability to act as an ambassador of our core values
Experience working in a fast-paced, high-growth environment
Strong project management, communication, and collaboration skills
Ability to develop and manage project and resource plans
Broad experience and specific knowledge of performance management, learning and development, organizational development, coaching, career pathing, compensation, employee relations, and employee engagement
You Are:
Hungry, bright, and positive; you demonstrate great judgment and are proactive
Excited to be part of a growing team, with a focus on driving future growth
Passionate about accuracy and have strong attention to detail
Independent and individually motivated with high integrity, but can also work effectively in a team
A creative problem solver with outstanding oral and written communication skills
Process-oriented, but you also challenge convention
Strongly proficient in Excel and PowerPoint
Consummate team player; we are a small but scrappy People Team and are looking for someone who is willing to “roll up their sleeves” and take on whatever people-related challenge is throw their way
The annual salary for this role ranges from: $120,000 to $140,000 + benefits + bonus.
Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-HA1
Auto-ApplyTax Principal
Columbus, OH jobs
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as a Tax Principal.
OVERVIEW
Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them. Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication. Only principals may sign the firm name or commit the firm to a particular course of action. To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others.
Hill, Barth & King LLC is an open corporation. New principals are admitted when they demonstrate the desired leadership characteristics. All individuals hired by the firm are considered potential principals.
QUALIFICATIONS
Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm.
Strong interpersonal communication, and leadership skills
Working knowledge of various accounting software
Excellent time management skills and the ability to work effectively with all the internal teams and clients.
CPA or law degree required.
Proven skill and experience in practice development
RESPONSIBILITIES
Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.
Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.
Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.
Prepare client billings and monitor and collect receivables.
Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
Be able to get to a client's office and bring the documents and equipment necessary to conduct work, as needed.
Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.
Demonstrate a career-long commitment to the firm.
Know the history of the firm and be familiar with the services that HBK provides.
Participate in marketing and business development training sessions.
Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
Join at least one community, civic or business organization or trade organization.
Participate in firm activities such as training and recruiting.
Demonstrate a positive marketing attitude and take an active interest in other HBK team members' marketing activities. Continue to strive for more.
Become familiar with services provided and specialties of HBK team members.
Become familiar with clients' names and industries.
Promote the firm while working at clients' offices and while out in the community.
While working at clients, be aware of any areas for possible expansion of services.
Take staff, seniors, supervisors, and/or managers to prospective client meetings.
Identify and develop areas of specialty and expertise.
Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues.
Participate on external active committee(s).
Develop outside contact with bankers and attorneys.
Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.
Develop close relationships with key client personnel at all levels.
Attain committee leadership position in organizations. Build your own name recognition as you increase the firm's.
Expand interpersonal and leadership skills.
Expand marketing, communication and selling skills.
Participate in marketing and business development training sessions.
Develop and maintain referral sources.
Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).
Send thank you cards or gifts to referral sources for their referrals.
Represent the firm at special public events and private functions.
Prepare a professional biography/resume of yourself to be included with proposals and promotional materials.
Offer to speak to community groups or submit articles to local media.
Continue to refine and promote your specialization areas.
Network with other principals, refer business, and promote each other's specialties.
Provide marketing leadership to HBK staff.
Mentor staff in building client relationships/selling services.
Invite staff to networking events, client, and referral breakfasts/lunches.
Prospect and bring in new business leads frequently and keep the firm informed of your activities.
Maintain/enlarge your referral source network.
Arrange/attend several contact lunches/meetings per month (not including outside organization meetings).
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA
Tax Principal
Canfield, OH jobs
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as a Tax Principal.
OVERVIEW
Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them. Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication. Only principals may sign the firm name or commit the firm to a particular course of action. To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others.
Hill, Barth & King LLC is an open corporation. New principals are admitted when they demonstrate the desired leadership characteristics. All individuals hired by the firm are considered potential principals.
QUALIFICATIONS
Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm.
Strong interpersonal communication, and leadership skills
Working knowledge of various accounting software
Excellent time management skills and the ability to work effectively with all the internal teams and clients.
CPA or law degree required.
Proven skill and experience in practice development
RESPONSIBILITIES
Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.
Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.
Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.
Prepare client billings and monitor and collect receivables.
Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
Be able to get to a client's office and bring the documents and equipment necessary to conduct work, as needed.
Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.
Demonstrate a career-long commitment to the firm.
Know the history of the firm and be familiar with the services that HBK provides.
Participate in marketing and business development training sessions.
Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
Join at least one community, civic or business organization or trade organization.
Participate in firm activities such as training and recruiting.
Demonstrate a positive marketing attitude and take an active interest in other HBK team members' marketing activities. Continue to strive for more.
Become familiar with services provided and specialties of HBK team members.
Become familiar with clients' names and industries.
Promote the firm while working at clients' offices and while out in the community.
While working at clients, be aware of any areas for possible expansion of services.
Take staff, seniors, supervisors, and/or managers to prospective client meetings.
Identify and develop areas of specialty and expertise.
Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues.
Participate on external active committee(s).
Develop outside contact with bankers and attorneys.
Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.
Develop close relationships with key client personnel at all levels.
Attain committee leadership position in organizations. Build your own name recognition as you increase the firm's.
Expand interpersonal and leadership skills.
Expand marketing, communication and selling skills.
Participate in marketing and business development training sessions.
Develop and maintain referral sources.
Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).
Send thank you cards or gifts to referral sources for their referrals.
Represent the firm at special public events and private functions.
Prepare a professional biography/resume of yourself to be included with proposals and promotional materials.
Offer to speak to community groups or submit articles to local media.
Continue to refine and promote your specialization areas.
Network with other principals, refer business, and promote each other's specialties.
Provide marketing leadership to HBK staff.
Mentor staff in building client relationships/selling services.
Invite staff to networking events, client, and referral breakfasts/lunches.
Prospect and bring in new business leads frequently and keep the firm informed of your activities.
Maintain/enlarge your referral source network.
Arrange/attend several contact lunches/meetings per month (not including outside organization meetings).
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA
Business Finance Partner
Columbus, OH jobs
As a key member of Business Finance, this role will work closely with Executive Leadership from one of Northwest's Revenue Producing Lines of Business (LOB) to drive growth through business analysis, while providing both financial and decision support. This would include monthly and quarterly business reviews, partnership in creating the annual budget and subsequent forecasts, discussions and explanations regarding budget and forecast variances, profitability reviews, risks & opportunities, KPIs and metrics that matter to the line, business case support and performance against LOB goals.
Essential Functions
• Create and present material for monthly and quarterly business unit review
• Work with assigned Line of Business to explain variances to budget/forecast and clarification of profitability reporting
• Update and maintain Risks & Opportunities to the Budget/Forecast
• Analyze and/or create where necessary, production and budget metrics impacting the income statement and balance sheet
• Play a lead role with the creation of the annual budget and subsequent forecasts with your assigned Line of Business, including data gathering and preparation of exhibits for senior leadership
• Provide ongoing support for assigned Line of Business including Business Case development and post-implementation review
• Work with Line of Business to create KPIs and Metrics that Matter to the Team
• Maintain and complete a monthly package for assigned Line of Business
• Maintain documentation of all processes within the Business Finance team, including the creation of process documentation that may not currently exist
• Support the development and documentation for line of business strategic plan
• Work closely with other Business Partners in Finance, HR, etc. as needed
• Provide guidance for quarterly earnings, analyst calls and Board of Directors meetings
• Perform ad-hoc analysis, as necessary
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Accounting, Finance or related degree
Work Experience
6 - 8 years Accounting and Finance related work experience
6 - 8 years Banking Experience
6 - 8 years Analytics and Reporting
6 - 8 years Budgeting and Forecasting
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyBusiness Finance Partner
Columbus, OH jobs
As a key member of Business Finance, this role will work closely with Executive Leadership from one of Northwest's Revenue Producing Lines of Business (LOB) to drive growth through business analysis, while providing both financial and decision support. This would include monthly and quarterly business reviews, partnership in creating the annual budget and subsequent forecasts, discussions and explanations regarding budget and forecast variances, profitability reviews, risks & opportunities, KPIs and metrics that matter to the line, business case support and performance against LOB goals.
Essential Functions
* Create and present material for monthly and quarterly business unit review
* Work with assigned Line of Business to explain variances to budget/forecast and clarification of profitability reporting
* Update and maintain Risks & Opportunities to the Budget/Forecast
* Analyze and/or create where necessary, production and budget metrics impacting the income statement and balance sheet
* Play a lead role with the creation of the annual budget and subsequent forecasts with your assigned Line of Business, including data gathering and preparation of exhibits for senior leadership
* Provide ongoing support for assigned Line of Business including Business Case development and post-implementation review
* Work with Line of Business to create KPIs and Metrics that Matter to the Team
* Maintain and complete a monthly package for assigned Line of Business
* Maintain documentation of all processes within the Business Finance team, including the creation of process documentation that may not currently exist
* Support the development and documentation for line of business strategic plan
* Work closely with other Business Partners in Finance, HR, etc. as needed
* Provide guidance for quarterly earnings, analyst calls and Board of Directors meetings
* Perform ad-hoc analysis, as necessary
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Accounting, Finance or related degree
Work Experience
6 - 8 years Accounting and Finance related work experience
6 - 8 years Banking Experience
6 - 8 years Analytics and Reporting
6 - 8 years Budgeting and Forecasting
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyLead Corporate Affairs Business Partner, Insurance
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a dedicated Corporate Affairs Business Partner at the Lead level, you will serve as a strategic advisor, bridging Corporate Affairs with the Property & Casualty and Life Insurance business lines at USAA. You will counsel internal clients on effective stakeholder engagement strategies to help them achieve their goals. You will also be responsible for developing and executing corporate impact strategies that advance enterprise priorities, protect and elevate the company's reputation, and connect employees and stakeholders to USAA's mission
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office. Relocation assistance is not available for this position.
What you'll do:
Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.
Develops and executes comprehensive corporate affairs plans aligned with enterprise strategic plans and business objectives.
Leads the development and implementation of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes proactively identifying and managing crises, potential reputation risks, and opportunities.
Employs data-driven analysis to develop and implement proactive strategies for mitigating potential business challenges and external risks.
Maintains an in-depth understanding of the external market, business strategy, and corporate affairs function.
Cultivates strong relationships with internal partners, highlighting the contributions and measurable results of corporate affairs efforts. Uses this data to adapt and improve strategic plans to better support business objectives.
Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.
Provides mentorship and training to team members, supporting their development.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of experience in corporate communications, public affairs, general business consulting, or related work experience
Demonstrated success advising senior leaders and navigating complex organizations.
Deep understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.
Comprehensive knowledge of the financial services and insurance industries and regulatory landscape.
Experience developing and implementing communications strategies that align with overall business objectives and drive measurable results.
Demonstrated ability to assess and make decisions of a complex nature that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.
Demonstrates an advanced understanding of target audiences, uses strong skills in editing and writing style to impact significant change through written communication. Adapts communications style across diverse audiences and channels.
Experience leading cross-functional teams or projects.
What sets you apart:
Experience supporting P&C or Life Insurance businesses, preferably both
Business acumen, particularly around corporate financials
Communications agency or management consulting experience
Executive presence, a persuasive style and sound judgement
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $229,160.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyPrincipal and Business Partner - Communications, Public Affairs & Marketing
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service, and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty, and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Communications and Public Affairs team, together with Marketing, plays a critical role in advancing our top priority: delivering exceptional member service and enhancing the value of membership. Our work centers on advocating boldly for those we serve, telling our story with one voice, and driving meaningful impact for the military community and their families.
As a principal-level Corporate Affairs Business Partner focused on Communications, Public Affairs, and Marketing, you will bring the full power of Corporate Affairs to life for these vital functions. You will drive alignment to USAA's strategic priorities and, working closely with partners across Corporate Affairs, Marketing, and the broader association, craft compelling internal and external content that strengthens reputation, engages stakeholders, and moves the needle for the business. You will operate as a strategic advisor to senior leadership within Communications, Public Affairs, and Marketing, going beyond communications and getting deep into the business. You will engage directly with executive leaders and their direct reports, relying on your business acumen, persuasive style, sound judgment, and passion for the mission to fuel your success.
We offer a flexible work environment that requires an individual to be in the office four days per week. This position will be based in San Antonio, TX. Relocation assistance IS available for this position.
What you'll do:
Accountable for providing thought leadership to drive communications strategy development; applies technical subject-matter-expertise to produce innovative communications solutions for large scale, enterprise-wide programs across multiple business units.
Oversees business and communications partner adherence to the communication governance practices and framework that drive a desired and consistent communications experience across various audiences.
Oversees work of communications partners in the development, approval and execution of public, member, and employee communications across multiple business units; provides guidance to ensure consistent alignment with USAA brand guidelines.
Leads communications strategy and execution, driving large, enterprise-wide programs across USAA and / or multiple business units to support enterprise business objectives. These programs include leading communications to support acquisitions, divestitures, strategic imperatives that guide the future of the enterprise.
Leverages data and insights expertise to evidence impact of communications programs on business objectives; provides communications data and insights to key senior leaders and enterprise stakeholders; then leverages the insights to inform future communications strategy.
Performs research and analysis of current communications trends and best practices - particularly in the areas of content, channel innovation, reputation management, driving business-based metrics, and SEO; synthesizes the information into actionable plans to drive communications excellence across the organization.
Leads through highly complex tasks with leadership discretion - often serving as a proxy for executive leadership on key issues; serves as a mentor to peers and team members and assists in their training and development.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
10 years of progressive experience in corporate communications, consulting and / or specific business area of focus related developing communications strategies, leading large-scale enterprise programs and delivering results within a complex matrix environment.
6 years of experience presenting communications strategies and outcomes to C-level executives or board members.
Experience collaborating with key stakeholders, influencing senior leader decisions and managing work to achieve strategic goals. Experience in defining strategies to empower and equip leaders to be effective in interactions and communications with all stakeholders.
Strong business acumen in various areas to include business operations, communications industry practices and emerging trends and experience with application in a financial services and/or business operations environment.
Experience in leveraging data and insights to evidence the impact of communications programs on business objectives.
Experience and demonstrated results leading cross-functional, matrixed team, while also being sought after for mentorship and peer review, while helping others achieve personal and professional goals.
Broad understanding of the impacts to an organization resulting from large transformation efforts, acquisitions, divestitures, etc. to be able to guide the communications strategy.
What sets you apart:
Experience supporting enterprise communications, public affairs, and marketing organizations, including executive-level communications and integrated campaign initiatives.
Experience at mid- to large-sized public relations agencies and/or management consulting experience.
Experience working for a Fortune 500 company, demonstrating the ability to navigate complex organizational structures and deliver results at scale.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $143,320 - $273,930.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyCincinnati - Principal
Cincinnati, OH jobs
ACCEL Schools is seeking experienced and highly motivated Principals in Cincinnati, OH dedicated to providing a superior education for all students. We are seeking leaders who are excited to create a rigorous and nurturing environment that prioritizes student engagement and achievement.
The Principal serves as the instructional and administrative leader of the ACCEL Schools campus - responsible for the development, implementation and achievement of the school's academic vision, student advancement and daily operations. The Principal will ensure successful academic outcomes for all students while employing long-term instructional sustainability measures involving professional development, teacher quality assessment, curriculum and pedagogical advancement.
The Principal shall be responsible for:
Instructional Leadership
Leading the strategic instructional design and practice, including: implementing an integrated curriculum; directing instructional coaching and evaluation; systematic use of assessment data to guide instruction; and, maximizing impact of the blended learning model (where available).
Develop, implement and lead the instructional programs of the school, assessing curriculum, pedagogy, lesson plans and observing classes (teaching and learning) on a frequent and structured basis to encourage the use of a variety of instructional strategies and materials consistent with research on the best practices for student learning and development.
Delivering consistently high levels of achievement and learning for all students through rigorous and engaging programs and classroom instruction.
Relentlessly work to meet all goals related to student achievement and school culture as well as Adequate Yearly Progress (AYP) goals.
Facilitate the implementation of a standards-based curriculum, review lesson plans weekly, and conduct frequent walk-throughs/teacher debriefs.
Assume responsibility for student achievement as related to academics and social-emotional wellbeing.
Serve as the instructional leader in the building by facilitating a growth-focused professional environment.
Develop and/or modify the school's cultural programming and school-wide PBIS process with an emphasis on appropriate class conduct and behavior.
Work with staff to plan and coordinate teacher-based teams, staff in-service days, data days, etc.
Develop and implement consistent professional development for teachers, ensuring regular instructional training is consistent with the latest research-based methodologies.
Implement behavior management practices that ensure consistent norms of orderly, respectful behavior, motivating students through strong relationships with their teachers and positive reinforcement.
Facilitate and direct the Charter School's Special Education program and ensure program participants are achieving at high levels.
Coordinate all phases of summer educational opportunities and before/after school programs as applicable.
Team Leadership
Establish a strong school community culture by maintaining positive, cooperative and mutually supportive relationships with faculty, staff, parents, students, and all other school stakeholders.
Skillful and collaborative leadership of all teachers, staff, and school leaders, including supervision, coaching, and performance management oversight.
Lead the Charter School's teacher evaluation program and ensure all teachers have opportunities to meet their professional goals and are expertly executing ACCEL Schools instructional best practices.
Evaluate teachers as per the State Ohio teacher Evaluation System (OTES).
Overseeing the Charter School's professional development program ensuring a strong, collaborative professional community, regular training opportunities and a meaningful summer experience.
Creating a student support system that addresses students' academic and behavioral needs holistically and involves parents, teachers, and all relevant staff.
Organizational Leadership
Manage the school's daily operations, including: facilities management; information/instructional technologies; food services; student data management systems; academic assessment tools; office management; budget and fiscal controls; and, student recruitment and retention.
With support from the Home Office/Operations Team, exercise full engagement on compliance, budget, procurement, student data, academic assessments, and campus safety. Cooperate with the back-office service provider where necessary to meet all school administrative activities. Make recommendations for improvement as necessary.
Partner with Human Resources to execute a highly effective talent management system of recruiting, selecting, hiring, retaining, recognizing, and supporting all school site staff.
Ensure non-discrimination practices in the selection process of faculty and staff by adhering to Equal Employment Opportunity (EEO) requirements.
Collaborate with Home Office/Operations Team on the review and reporting requirements of the State, charter authorizing agency and Federal regulatory agencies, school sponsor, including the charter renewal process.
With support from the operations team, oversee maintenance of school census data, attendance data, and other reporting requirements as mandated by the state or school sponsor.
With support from the operations team, implement the national school lunch program, transportation, audits, student application distribution, collection, approval, and verifications as applicable.
Complete all accountability reports and oversee all student enrollment reports to the state; ensure compliance in all areas.
Manage student recruitment and retention and achieve goals of retaining 85% of students annually.
Understand and address all compliance items as they relate to the school's Sponsor Agreement.
Maintain a master school calendar to be posted for all stakeholders in all appropriate mediums (i.e. website, social media, student/parent guide, employee handbook). Work with the Home Office staff to ensure all marketing and communications tools are up-to-date and active.
Engage in regular communications with the Home Office/Operations Team about the needs, successes and general operation of the school.
Maintain open and ongoing daily and/or weekly meetings with the Regional Vice President
Ensure the safety and wellbeing of all students and colleagues.
Assist with updating parent and student manuals, policies, and handbooks.
Community Leadership
Act as the Charter School's point person to the local community, effectively communicating the school's mission and vision and soliciting input from parents and families about school performance, areas for improvement, and their needs.
Understand, accept, abide by, and implement the school's philosophy and mission statement in all school activities.
Contribute to a positive climate and culture by exhibiting high professional standards.
Engage and build strong professional relationships with parents, characterized by timely and regular communication, involving parents wherever possible in the life of the school.
Cultivate partnerships with external organizations that enrich the culture of the school, as well as strong working relationships with other local districts and charter authorizers.
Plan and conduct student and family orientations.
Coordinate special projects, such as peer mentoring, service learning, and community involvement.
Conduct home visits as needed.
Perform other duties as assigned.
Qualifications
Attributes:
Passion for improving educational opportunities for all students and for building a strong, highly effective organization aligned to this mission.
Demonstrated experience raising student achievement among a diverse group of learners, including low income students, non-native English speakers, students of color, and other traditionally underserved populations.
Knowledge of/experience with innovative school designs and instructional models, including those featuring 21st Century learning strategies like blended, inquiry, problem/project based and personalized learning.
Excellent communication, interpersonal, and presentation skills.
Strong, experienced manager with excellent leadership and team building skills.
Ability to translate critical feedback into effective outcomes.
Leads with grit, perseverance and a “can-do” positive attitude.
Ability to productively organize, communicate, and disseminate policies, strategies, and tasks.
Familiarity with the developmental, behavioral, social, and academic needs of students in the academic years.
Education and Experience:
Bachelor's degree in Education or related discipline required; an advanced degree in education/educational leadership strongly preferred.
Current valid Principal license
Minimum of three years' experience in a full-time teaching role
Two or more years of experience in successful school administration/instructional leadership in an urban setting
Demonstrated skill in developing and maintaining a rigorous academic program that meets the needs of all scholars
Experience in public education accountability, compliance, and related legal requirements.
Experience in coaching teachers to improve their instructional planning, instructional practice, and classroom culture
Knowledge of State Standards and Common Core Standards
Successful completion of federal and state criminal background checks
Ability to meet educational standards as applicable
Ability to work well under pressure as well as effectively prioritize and execute tasks to meet deadlines consistently
Understanding of and ability to manage confidential information
Exemplary written and verbal communication skills
About Us
“We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances.” - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
Auto-ApplyMicrosoft Partner Manager
Remote
🚀 Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum - giving finance leaders the clarity and control they need to drive business forward.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Think you might be the next Veep to join? Read on!!
The Microsoft Partner Manager is a responsible for driving the success of our Microsoft channel and expanding our footprint through strategic VAR relationships. This role is pivotal in shaping joint go-to-market initiatives, deepening executive alignment, and maximizing the value delivered to shared customers. This leader will serve as the primary architect and steward of our Microsoft partnership, while also cultivating and enabling a thriving VAR ecosystem.
Key Responsibilities:
Strategic Microsoft Partnership Leadership
Own and evolve the Microsoft partnership strategy, ensuring alignment with both organizations' business objectives and technology roadmaps.
Serve as the executive liaison to strategic VAR and ISV partners in the Microsoft channel, fostering trusted relationships with key stakeholders across sales, product, marketing, and partner management.
Lead joint planning sessions, executive business reviews, and strategic workshops to accelerate partnership outcomes.
Drive adoption of Microsoft cloud solutions, ERP integrations, and co-innovation initiatives.
VAR Ecosystem Development & Enablement
Build and nurture relationships with top VARs in the Microsoft channel, supporting their success through enablement, training, and joint sales plays.
Develop and execute programs to onboard, certify, and activate new VAR partners.
Collaborate with VARs to identify new market opportunities, co-market solutions, and drive pipeline growth.
Ensure VARs are equipped with the latest product knowledge, sales tools, and support resources.
Go-to-Market Execution
Launch and manage joint GTM campaigns with Microsoft and VAR partners, including product launches, co-marketing initiatives, and field enablement.
Oversee account mapping, pipeline development, and demand generation activities.
Track and report on partnership KPIs, including bookings, revenue, customer acquisition, and share of wallet.
Operational Excellence & Cross-Functional Collaboration
Oversee partnership operations, including contract management, program compliance, and reporting.
Work closely with internal teams (product, sales, marketing, customer success) to deliver seamless joint solutions and customer experiences.
Ensure integration of Microsoft technologies with our ERP and payment platforms.
Stakeholder Engagement & Thought Leadership
Represent the company at Microsoft and industry events, partner summits, and conferences.
Facilitate executive alignment and cross-company collaboration to minimize channel conflict and maximize partnership impact.
Advocate for the needs of Microsoft and VAR partners internally, ensuring their feedback informs product and strategy decisions.
Qualifications:
Bachelor's degree in Business, Technology, or related field (MBA preferred).
7+ years of experience in partnership management, business development, or channel leadership-preferably within the Microsoft ecosystem and with VAR/channel partners.
Deep understanding of Microsoft partner programs, cloud solutions, and enterprise software.
Proven track record of building and scaling VAR ecosystems and driving joint GTM initiatives.
Exceptional relationship-building, communication, and negotiation skills.
Strong analytical skills and experience with KPI tracking and reporting.
Ability to influence cross-functional teams and drive results in a matrixed environment.
Company Culture & Strategic Impact
We are a collaborative, growth-oriented organization that values innovation, transparency, and customer success. Our culture encourages cross-functional teamwork, bold thinking, and continuous improvement. The Microsoft Partner Manager will play a critical role in advancing our strategic priorities, including expanding our ERP and payments footprint, accelerating digital transformation, and deepening partner engagement across the ecosystem.
Why Join Us?
Lead a high-impact partnership within the Microsoft ecosystem and a dynamic network of VARs.
Shape the future of ERP and payments integration for our customers.
Collaborate with a passionate team and drive strategic growth across the organization.
#LI-Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-Apply