Finance Services Director jobs at Moss Adams - 1059 jobs
Chief Financial Officer (CFO)
Valid8 Financial, Inc. 3.6
San Jose, CA jobs
The Chief Financial Officer (CFO) will serve as a strategic partner to the Founder & CEO and executive leadership team, owning all financial strategy, planning, and operational finance across the business. This role goes far beyond traditional accounting-TPG's CFO will help drive scalable growth, margin optimization, pricing strategy, capital planning, and decision-making across a fast-moving, global, services-driven organization.
The ideal CFO is both strategic and hands-on, comfortable operating in a founder-led environment, and experienced in services, SaaS, or tech-enabled services businesses with recurring revenue, complex contracts, and global operations.
Key Responsibilities
Strategic Leadership & Business Partnership
Act as a trusted financial advisor to the Founder & CEO, providing data-driven insights to guide growth, profitability, and risk management
Partner with executive leadership on strategic initiatives, including new offerings, pricing models, expansion plans, and potential spin-offs or new ventures
Translate company strategy into clear financial plans, KPIs, and operating metrics
Financial Planning, Analysis & Reporting
Own FP&A, budgeting, forecasting, and long-range financial planning
Build and maintain financial models to support headcount planning, margin optimization, and scenario analysis
Deliver accurate, timely financial reporting to leadership, including monthly, quarterly, and annual reviews
Establish clear dashboards and metrics tied to revenue, gross margin, utilization, churn, and customer profitability
Partner with Sales, RevOps, and Operations to optimize pricing, deal structures, and contract economics
Analyze customer- and program-level profitability, ensuring sustainable margins at scale
Support forecasting and revenue recognition across complex contract structures (temp-to-perm, managed services, hybrid models, etc.)
Accounting, Controls & Compliance
Oversee all accounting operations, including billing, AR/AP, payroll, and revenue recognition
Ensure strong internal controls, audit readiness, and compliance with GAAP and applicable global regulations
Manage external partners (auditors, tax advisors, legal, payroll providers)
Global & Operational Finance
Manage financial operations across multiple countries, currencies, and employment models
Support workforce scaling while maintaining financial discipline and predictability
Improve systems, processes, and automation across finance and billing operations
Oversee cash flow, working capital, and long-term financial health of the business
Evaluate financing options, investments, and risk exposure while preserving TPG's capital-efficient model
Support M&A, partnerships, or strategic investments as needed
Ideal Candidate ProfileExperience
10-15+ years of progressive finance leadership experience
Prior CFO or VP Finance experience in services, SaaS, or tech-enabled services organizations
Experience supporting founder-led or high-growth companies preferred
Strong understanding of recurring revenue, professional services margins, and global operations
Strategic thinker with strong business acumen and operational mindset
Deep expertise in FP&A, financial modeling, and margin analysis
Comfortable rolling up sleeves-hands-on leader who can operate at both 10,000 ft and ground level
Strong communicator able to translate financial data into clear business insights
Experience partnering closely with Sales, Operations, and RevOps teams
Personal Attributes
High integrity, accountability, and ownership mentality
Comfortable operating in ambiguity and fast-changing environments
Collaborative, low-ego leader who thrives in remote-first cultures
Passion for building scalable systems and teams
Why Join The Pipeline Group
Proven, profitable business with no external debt or funding
Massive growth opportunity with PE/VC-backed customers
Founder-led company with a strong culture of ownership and execution
Global, remote-first organization with meaningful leadership impact
Competitive base salary with opportunity for additional performance-based variable compensation
Opportunity to shape the financial foundation of the next phase of growth
The Pipeline Group is an EOE/Affirmative Action Minority/Female employer, and we welcome all to apply. We consider candidates regardless of race/color, religion, sex (including pregnancy, childbirth and related conditions), national origin/ethnicity, age, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law.
An offer of employment for this role will be contingent upon the successful completion of a background check.
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$140k-226k yearly est. 5d ago
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Director - Global Commercial Services, Lending - Finance
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders.
Key Responsibilities:
Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization.
Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards.
Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes.
Explore potential benefits of agentic AI to enhance processes and analytics
Develop clear performance narratives and support preparation of senior management presentations.
Drive lending analytics to identify underlying trends, risks, and growth opportunities.
Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently.
Minimum Qualifications:
5+ years of experience
Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP.
Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses
Strong capability to connect analytical insights to financial outcomes and influence business decisions
Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth.
Excellent communication skills, with experience engaging and presenting to senior leaders
Learning agility, flexibility, and comfort adapting to changing priorities
Proven ability to manage multiple priorities and meet deadlines
Strong organizational and time-management skills
Ability to work independently while collaborating effectively within a team
Bachelor's degree in Finance, Economics, or a related field
Preferred qualifications:
* Strong understanding of lending economics
* Familiarity with TM1, SQL, and other programming languages
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$123k-215.3k yearly 2d ago
Director - Global Commercial Services, Lending - Finance
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders.
**Key Responsibilities:**
+ Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization.
+ Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards.
+ Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes.
+ Explore potential benefits of agentic AI to enhance processes and analytics
+ Develop clear performance narratives and support preparation of senior management presentations.
+ Drive lending analytics to identify underlying trends, risks, and growth opportunities.
+ Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently.
**Minimum Qualifications:**
+ 5 years of experience
+ Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP.
+ Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses
+ Strong capability to connect analytical insights to financial outcomes and influence business decisions
+ Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth.
+ Excellent communication skills, with experience engaging and presenting to senior leaders
+ Learning agility, flexibility, and comfort adapting to changing priorities
+ Proven ability to manage multiple priorities and meet deadlines
+ Strong organizational and time-management skills
+ Ability to work independently while collaborating effectively within a team
+ Bachelor's degree in Finance, Economics, or a related field
**Preferred qualifications:**
+ Strong understanding of lending economics
+ Familiarity with TM1, SQL, and other programming languages
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Finance
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000786
$123k-215.3k yearly 2d ago
Director, Financial Planning & Analysis
Rosendin Electric 4.8
San Jose, CA jobs
Salary Range: $207,900.00 - $272,800.00 / yr
Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high‑profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more.
Why Rosendin?
Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest employee‑owned electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder!
YOUR NEXT OPPORTUNITY:
As the Director, FP&A (Financial Planning & Analysis), you will take ownership to establish and lead budgeting, forecasting, financial modeling, and reporting, while also supporting treasury, cash flow management, and broader finance responsibilities. This role is highly visible, working directly with the Controller and operations leadership to drive short‑ and long‑term overall business performance and financial success. You'll drive FP&A strategic direction through business‑driven insights and targeted recommendations that guide decision‑making. The ideal candidate is a collaborative and empowering people‑management leader with a proven track record of both strategic and hands‑on FP&A experience, comfortable building complex models, analyzing key performance measures, and engaging and influencing all levels within the organization-including senior executives, project managers, and other key stakeholders.
WHAT YOU'LL DO:
Lead development and ongoing evolution of enterprise‑wide FP&A strategy for short‑to‑long‑term budgeting, forecasting, and financial planning aligned to both functional and overall company business strategy and objectives
Advise enterprise‑wide senior leadership on FP&A strategic insights and develop data‑driven business‑centered recommendations with financial implications to overall organization's key strategic initiatives and objectives
Provide senior leadership consultation, deliverables, and support for anything required from board‑level activities
Ensure and drive comprehensive and accurate budgeting, forecasting, financial planning, and reporting deliverables
Oversee and develop enterprise‑wide variance analysis against budget/forecast, determine key performance drivers that impacted business success, and develop highly targeted data‑driven business recommendations
Own development of highly complex financial models that include scenario analysis and sensitivity analysis while ensuring alignment to company‑wide strategic initiatives and priorities that drive budget‑to‑actual analysis development
Drive implementation and ongoing advancement of comprehensive, insightful, and business‑focused dashboards/analytics, KPIs, and management reports
Lead interconnected and collaborative partnership with Treasury to provide insightful, comprehensive, accurate and timely key deliverables that support cash‑flow forecasting, working capital management, and liquidity planning
Partner with operations and project management to identify key metrics, regularly evaluate performance, and collaborate to develop opportunities for ongoing improvement
Develop and deliver actionable insights and recommendations to improve short/long‑term margins and operational efficiency
Enhance financial reporting processes and ensure data integrity across all systems
Drive operational excellence that includes identifying opportunities for continual improvement and developing best‑in‑class policies and processes for streamlined financial planning, forecasting, and reporting cycles
Establish and evolve FP&A policies, procedures, and standards that deliver highly insightful, comprehensive, and actionable results for the organization
Build and continually drive high‑performing, collaborative, and agile team that partners with all stakeholders both internally and externally within the organization
Serve as key liaison between Accounting and Operations to ensure alignment
Support the month‑end process, including tasks and annual audits as needed
Support the Accounting close department with other tasks and projects as business requires
These duties and responsibilities describe the general nature and scope of work; other duties may be assigned as needed
WHAT YOU'LL NEED TO BE SUCCESSFUL:
Strong track record with deep domain knowledge, experience, and background in budgeting, forecasting, and financial modeling
Ability to translate highly complex information into strategic actionable next steps
Advanced Excel and exceptional PowerPoint/Presentation skills
Advanced financial systems skills; ERP experience (Oracle) preferred
Excellent verbal and written communication skills for all levels internally and externally
Proven influence and advisory skills to senior executive leadership and key stakeholders
Strong organizational and time‑management skills; ability to multi‑task, work independently, and meet deadlines consistently
Skill to lead collaboration and partnership across all cross‑functional groups
Proven track record of developing and empowering a high‑performing team
Ability to handle sensitive and confidential information with discretion
Passion for detail and complexity; knack for problem solving
Ability to prioritize and manage multiple tasks with changing priorities
Self‑motivated, proactive, and a team player
WHAT YOU BRING TO US:
Bachelor's degree in Finance or Accounting or related field; MBA, CPA, or CFA a plus
15+ years of Finance/FP&A experience required, with comparable experience in construction preferred
5+ years of Finance/FP&A people management experience
TRAVEL:
Up to 25%
WORKING CONDITIONS:
General work environment: sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work primarily indoors with fluorescent lighting and air conditioning.
Noise level usually low to medium; can be loud on the job site.
Fully comply with the ADA and applicable state law, providing reasonable accommodations for qualified disabled applicants and employees.
Occasional lifting up to 30 lbs.
YOU Matter - Our Benefits
ESOP - Employee Stock Ownership
401 K
Annual bonus program based on performance, profitability, and achievement
17 PTO days per year plus 10 paid holidays
Medical, Dental, Vision Insurance
Term Life, AD&D Insurance, and Voluntary Life Insurance
Disability Income Protection Insurance
Pre‑tax Flexible Spending Plans (Health and Dependent Care)
Charitable Giving Match with the Rosendin Foundation
Pay Range
$207,900.00 - $272,800.00 Annual
The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate pay can vary based on location, job‑related experience, skills, and education.
Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy or age (over 40), or any other categories protected by applicable federal, state or local law.
Equal Opportunity/No Discrimination. Rosendin is an Equal Opportunity Employer.
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$207.9k-272.8k yearly 3d ago
Controller, Vice President
Salal Credit Union 4.0
Seattle, WA jobs
We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization.
As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader.
This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings.
Applications for this role will close on JANUARY 23, 2026
OUR TOTAL REWARDS PACKAGE
Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications.
This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions.
Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
And more!
Expanded details about our benefit offerings can be found at: ***********************
WHAT YOU'LL DO IN THIS ROLE
Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement.
Work closely with executive leadership and department heads to translate financial objectives into actionable priorities.
Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls.
Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability.
Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives.
Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions.
WHAT YOU BRING TO THE TABLE
Experience:
10+ years of progressive accounting/finance leadership.
5+ years in a senior management role (Controller or Assistant Controller).
Direct experience in banking, credit union, or financialservices required.
Education & Credentials:
Bachelor's degree in Accounting or Finance.
Active CPA or CMA certification.
Skills & Attributes:
Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards.
Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators.
Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment.
Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency.
High proficiency with accounting systems, financial modeling tools, and Microsoft Excel.
Ability to interpret regulatory changes and translate them into actionable policies and strategies.
Solid understanding of advanced financial concepts, including capital ratios and risk modeling.
ABOUT SALAL CREDIT UNION
We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts.
Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of.
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers.
Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law.
Seattle, Washington 98115
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$165k-215k yearly 3d ago
VP, Financial Consultant - Manhasset, NY
Charles Schwab 4.8
Manhasset, NY jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform.
The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration.
This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives.
Essential Job Duties and Responsibilities
Accounting Operations, Control & Finance Transformation
Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes
Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner
Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk
Partner with Technology & Data teams on integrations, data integrity, and change management controls
Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls
Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners
New Products & Growth Enablement
Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale
Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively
Financial Reporting
Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting
Support audit readiness and the implementation of new accounting standards, as applicable
Leadership & Collaboration
Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology
Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives
Required Skills, Knowledge and Abilities
Bachelor's degree in Accounting, Finance or related field
CPA license required
Experience with ERP implementation/optimization projects
Combined Big 4 public accounting and fintech, financialservices or other complex regulated industry experience preferred
Demonstrated experience in accounting operations and financial close and reporting processes
Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus
Deep understanding of U.S. GAAP, internal controls and financial reporting requirements
Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate
Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports
Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change
Exceptional organization, keen attention to detail and commitment to accuracy
Excellent written communication skills including production of clear and concise process documentation
Additional Information Regarding Job Duties and s
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Compensation: $260,000 - $310,000 annually + Bonus
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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$260k-310k yearly 2d ago
VP, Financial Consultant - Campbell, CA
Charles Schwab 4.8
Campbell, CA jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$106k-164k yearly est. 1d ago
Accounting & Finance Director
Axos Bank 4.5
Los Angeles, CA jobs
Axos Bank
Target Range:
$140,000.00/Yr. - $200,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 12.5%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
Experienced and strategic Accounting & FinanceDirector for Axos Financial, Inc. You will lead the close for the public entity as well as administration and enhancements to our SOX program. This role reports directly to the Corporate Controller/Chief Accounting Officer and is critical to building the leadership structure of the team to support the continued growth. The ideal candidate will have extensive experience managing large teams in a public company, preferably with a financial institution.
Responsibilities:
* Oversee and manage the monthly, quarterly, and annual financial close processes and related external auditor's reviews and audits
* Ensure the accuracy and completeness of financial statements and reports specifically 10-K's and 10-Qs along with other regulatory filings
* Identify and implement process improvements to enhance the efficiency and effectiveness of the close process (including identifying and implementing technology and off-shoring strategies)
* Lead the bank's SOX compliance program to ensure adherence to internal control requirements and develop a scalable program to support the continued growth of the institution
* Coordinate with internal and external auditors for SOX testing and documentation
* Supervise and mentor accounting staff, providing guidance and support for their professional development
* Foster a collaborative work environment
* Communicate effectively with senior management, auditors, the Board, and regulatory bodies and prepare deliverables to facilitate those communications
Qualifications:
* Bachelor's degree in Accounting or Finance
* 10+ years' relevant experience
* Managed large teams
* Public company and related filings experience
Preferred:
* Active CPA
* Banking or broker-dealer experience
Axos Employee Benefits May Include:
* Medical, Dental, Vision, and Life Insurance
* Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
* HSA or FSA account and other voluntary benefits
* 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
* Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
$140k-200k yearly 2d ago
Director of Strategic Finance
The Voleon Group 4.1
Berkeley, CA jobs
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership.
Responsibilities
Own company-wide forecasting, budgeting processes and deliverables
Partner with senior leadership to evaluate and operationalize new business initiatives
Prepare executive level materials summarizing business proposals, economics, and go-forward plans
Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance
Provide analytical and financial insights for both exploratory and executional phases of growth initiatives
Support firm-wide strategic planning, scenario modeling, and capital allocation analyses
Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups
Requirements
10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations
Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership
Strong financial modeling and forecasting capabilities
Demonstrated ability to independently drive complex, cross-functional initiatives
Proven knowledge of accounting and financial reporting on a GAAP and cash basis
Strategic thinker with a commercial mindset and a high level of business judgment
Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus
The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program.
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
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$160k-190k yearly 4d ago
VP; Financial Consultant - Seattle, WA
Charles Schwab 4.8
Seattle, WA jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$86k-128k yearly est. 1d ago
VP, Financial Consultant - New York, NY (Flatiron)
Charles Schwab 4.8
New York, NY jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$104k-192k yearly est. 1d ago
TMT Financial Due Diligence Lead
Rsm Us LLP 4.4
San Francisco, CA jobs
A leading professional services firm in San Francisco seeks an experienced financial due diligence professional. The role involves performing detailed financial analyses for clients acquiring and divesting businesses, preparing information for management meetings, and interacting with various functional teams. Candidates should have a bachelor's degree in accounting or finance and a minimum of 5 years in audit or transaction advisory practices. Strong verbal and written communication skills are essential for success in this position.
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$116k-159k yearly est. 5d ago
VP, Financial Consultant - Austin (Bee Cave), TX
Charles Schwab 4.8
Austin, TX jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$90k-155k yearly est. 2d ago
Accounting & Finance Director
Axos Financial, Inc. 4.5
Los Angeles, CA jobs
Experienced and strategic Accounting & FinanceDirector for Axos Financial, Inc. You will lead the close for the public entity as well as administration and enhancements to our SOX program. This role reports directly to the Corporate Controller/ Chie FinanceDirector, Accounting, Director, Finance, Auditor
$97k-132k yearly est. 2d ago
Director, Cloud Managed Services Engineer
Blackrock, Inc. 4.4
New York, NY jobs
We are seeking a Principal Engineer to join our Platform Engineering Cloud Managed Services team to help us design cloud platforms for mass adoption. The ideal candidate has 8 years of platform engineering experience, including 5 years working with c Director, Reliability Engineer, Cloud Architect, Cloud, Continuous Improvement, Platform Engineer, Technology
Within the Special Projects Group in Transaction Advisory Services (the Managing Director is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Managing Director in this role will be the primary client contact for technical tax work. Tax technical work may involve structuring and restructuring, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202, and transaction cost analyses, with the primary focus of the role will be on Section 382 consultative projects, with the foregoing workstreams occurring in the context of Section 382 projects. In addition to serving in a lead client-facing role, it is expected the Managing Director will interface with professionals in the firm to help drive technological innovation with respect to Section 382 analyses. The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382. This position will review work prepared by Associate, Senior Associate, Manager, Senior Manager, and Director professionals in the Transaction Advisory Services Group, and work with Principals on client optimization strategies. In addition, the Managing Director will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties:
Tax Specialization
Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to):
Form and ramifications of various taxable asset and stock transactions
Purchase price allocation rules
Section 338(h)(10), Section 338(g), and Section 336(e) elections
Application of Section 1202 to stock dispositions
Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384);
Consolidated return regulations related to basis and E&P adjustments;
Tax considerations for subsidiaries joining or leaving a consolidated group, such as the circular basis adjustment rules, the unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc.
Nonrecognition transactions and general requirements
Transaction costs and rules related to deductibility and capitalization
* Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice
Tax Consulting
Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal
Reads and comments on stock purchase agreements and asset purchase agreements
Reviews and analyzes purchase price allocations
Conducts and reviews transaction costs analyses
Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes
Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO's overall strategy with respect to Section 382
Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations
Reviews opinions, memoranda, and conducts tax technical research and analysis
Reviews stock basis and E&P analyses for consolidated groups
Reviews inside and outside basis analyses for C corporations
Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates
Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties
Research
Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves additional firm specialists, as appropriate
Strategy Development
Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Other duties as required
Supervisory Responsibilities:
Supervises associates, senior associates, managers, senior managers, and/or directors on all projects
Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments
Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills
Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors
Schedules and manages workload of associates, senior associates, managers, senior managers, and directors
Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Juris Doctor (JD) or Master of Laws (LLM) with a focus on Tax, preferred
Master's degree in Accounting or Tax, preferred
Experience:
Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required:
Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies
Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses
Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses
Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration
Experience in preparing, reviewing, and auditing transaction cost analyses
Experience in drafting technical tax memorandums and opinions to support client positions
License/Certifications:
* CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent ("EA"), or the equivalent of one of these designations, required
* Possession of other professional degrees or certifications applicable to the role, preferred
Software:
* Proficient with the Microsoft Office Suite, preferred
* Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred
Language:
* N/A
Other Knowledge, Skills, & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Ability to develop team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client
Demonstrates a high level of integrity
Ability to adapt quickly in uncertain or unstructured situations
Excellent communication skills, with the ability to give and receive criticism and feedback constructively
Ability to simplify complex issues for client and non-tax professional understanding
Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency
Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team
Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth
$89k-115k yearly est. 2d ago
Director-Business Operations
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Global Merchant & Network Services (GMNS) Business Unit acquires and maintains relationships with millions of merchants who welcome American Express-branded cards. The Global Client Group (GCG) in Global Merchant & Network Services serves American Express' largest and most complex global merchants across retail, online and travel-related industries representing over $300B of charge volume. Our vision is to be the partner of choice to drive global commerce. Our mission is to drive revenue growth through premium value, service excellence, and high-touch customer engagement.
**How will you make an impact in this role?**
This newly created Director of Business Operations role is responsible for strengthening how the Global Client Group (GCG) delivers for its customers by driving operational discipline, effective risk management, and strong control execution across our global organization.
This leader will partner closely with Client Managers (CLMs), GCG leadership, and enterprise stakeholders to ensure processes and controls are well designed, clearly understood, and consistently executed - supporting reliable, high-quality outcomes for American Express and our merchant customers.
This role is critical to improving our risk and control function and offers meaningful visibility, closer partnership with senior leadership, and the opportunity to materially improve how the business operates. The Director will be successful by leveraging a strong risk skillset, superior stakeholder engagement abilities, and a passion for supporting a global organization through critical changes.
**Key Responsibilities Include:**
+ Manage day to day business operations and risk execution for GCG, serving as a central point of accountability for how operational risk, controls, and core processes are managed and delivered.
+ Embed operational and control rigor into how GCG serves its customers, ensuring risks are identified early, issues are addressed decisively, and customer experience is protected.
+ Partner closely with Client Managers to understand business and customer needs, translating those insights into practical process and control enhancements, and working with CLMs to implement changes.
+ Drive consistency and uplift across GCG processes and controls, leading the design, implementation, and adoption of improved standards, procedures, and operating practices.
+ Monitor, analyze, and drive resolution of Operational Risk Events (OREs), finding, and issues, identifying root causes, surfacing trends, removing roadblocks, and ensuring timely closure.
+ Represent GCG in Guardian and enterprise risk initiatives, orchestrating inputs, managing follow-ups, and ensuring outcomes are delivered.
+ Analyze risk performance and operational data to surface emerging risks, highlight areas of concern, and provide clear, actionable insights to senior leaders.
+ Support governance forums and risk committees by raising key issues, informing discussions, and tracking actions through to completion
+ Contribute to longer -term operational and automation solutions by defining business requirements for product roadmaps and ensuring new capabilities improve control effectiveness and execution quality.
+ Own and lead execution across multiple, cross-functional initiatives, holding team accountable for delivery and ensuring operational and control changes move from design through implementation across GCG.
**Minimum Qualifications:**
+ 5-7 years of experience in business operations, operational risk, control management, audit, or related roles.
+ Strong understanding of the operational risk management lifecycle.
+ Experience in designing and implementing processes and controls in partnership with business teams.
+ Proven ability to influence stakeholders across business, technology, and risk functions.
+ Track record of driving delivery across multiple initiatives in complex environments.
+ Strong analytical and problem-solving skills, with sound judgement.
+ Clear, concise communicator - comfortable operating with senior stakeholders.
+ Hands-on leadership style with high accountability and follow through.
+ Bachelor's Degree required.
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions
**Job:** Risk
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000525
$123k-215.3k yearly 2d ago
SRE for AI Finance Production Systems | On-Call & Growth
The Voleon Group 4.1
Berkeley, CA jobs
A leading technology firm in Berkeley is seeking an experienced Site Reliability Engineer to enhance critical systems with an emphasis on reliability and efficiency. The ideal candidate will possess strong Python coding skills and experience with Linux, alongside excellent problem-solving abilities. This position offers a competitive salary ranging from $120,000 to $160,000, and the opportunity to work in a dynamic, collaborative environment focused on real-world AI applications.
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$120k-160k yearly 5d ago
Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr
Donor Development Strategies 3.7
San Diego, CA jobs
Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off.
Role Overview and Responsibilities
The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply.
Field Leadership and Fundraising
Lead by Example: Participate in field canvassing 4-5 days per week.
Training: Implement comprehensive training for canvassing staff to ensure achievement of goals.
Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities.
Staff Management and Development
Supervision: Create and implement effective training plans for new and existing staff.
Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols.
Administrative Duties
Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts.
Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship.
Communication and Collaboration
Team Engagement: Maintain open communication channels within the director team and report to the Project Manager.
Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members.
Preferred Qualifications and Skills
Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable.
Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential.
Communication: Outstanding verbal and written communication skills are necessary for public and team interaction.
Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities.
Work Environment and Physical Requirements
Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week.
Flexibility: Must be available to work Saturdays and possibly some holidays.
Compensation and Benefits
Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success.
Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off.
Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving.
If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us!
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