Project Finance Analyst remote jobs - 1,221 jobs

A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California. #J-18808-Ljbffr

A leading beverage company in San Francisco seeks a Financial Analyst to manage trade promotions and analyze retail spending. This hybrid position entails supporting sales teams, validating invoices, and improving trade management processes. Preferred candidates have experience in the beverage industry and strong analytical skills using tools like Siebel and SAP. Benefits include a competitive salary range of $55,700 - $65,000, comprehensive health benefits, and a bonus program based on performance. #J-18808-Ljbffr

We help companies stay secure while moving fast. Built by engineers for engineers, The Teleport Access Platform delivers on-demand, least privileged access to infrastructure based on cryptographic identity and zero trust, with built-in identity security and policy governance, making the happy path for engineers the secure path. Teleport is trusted by the world's fastest-moving companies, including Elastic, Snowflake, Doordash, and NASDAQ. We recently raised US$110M at a US$1.1B valuation. Our Vision Today's computing environments have too much complexity, too many network boundaries, and too little trust. Complexity slows engineers down and leads to human errors. Complex systems can't be secure despite the red tape of bureaucracy. We make trusted computing simple. This gives engineers the freedom to move and build a better future. Why Teleport At Teleport, we focus on empowering our people to accomplish their goals by working alongside highly talented people to make the most of their careers. You have the freedom, autonomy and trust to do what you're great at and have a significant impact on the future prospects of the company. Whether that's taking a feature or project from ideation to deployment or working with some of the biggest, most interesting companies in the world and solving real challenges for them, we want you to help us build the future. We're not a big company. You won't get lost in a crowd. Instead, we move fast, with a team that wants to make an impact, that shares in our success, and gives you the freedom, power, and autonomy to become the very best at what you do. We are seeking a highly analytical Senior Financial Analyst to join our fast-growing team and play a key role in core financial processes, including variance analysis, headcount planning, revenue forecasting, and financial modeling. In this role, you will report to the Head of FP&A and partner closely with Business Operations and senior budget owners to ensure accurate budget tracking, optimize financial models, and deliver strategic insights that guide decision-making. The ideal candidate thrives in a dynamic, fast-paced environment and brings strong expertise in flux analysis, BvA, financial modeling, and process optimization-especially through modern AI tools. If you're self‑motivated, coachable, and eager to make a meaningful impact at a cutting‑edge tech company, we'd love to meet you. This is a remote position based in the San Francisco Bay Area. Occasional in-person work at our Oakland, CA office or company off‑sites may be required. Who you are - To succeed at Teleport and take your career into the future, we are looking for people who are: Autonomous: We value those who take initiative and get things done. Our team trusts in their ability to make decisions that benefit the company and its customers, letting their work speak for itself. Security-minded: Working on the very fabric of the internet and providing infrastructure access to some of the world's biggest companies means you need to think security‑first. Our platform is the gatekeeper - The Wall. And winter is coming. We need to ensure we're secure. Business‑savvy: We don't code for coding's sake. We build for our customers. Designed by engineers for engineers, we understand their environment, challenges and needs better than anyone else. That means we have built a business that can support them by making the right choices that ensure we are in business for the long haul. Professional: We are a team of dedicated professionals, committed to excellence. We set a high bar for joining Teleport, ensuring we attract top talent ready to help shape the future. If you're passionate about being the best at what you do, Teleport is the place for you. What You'll Be Doing Maintain and optimize planning and forecasting models. Identify required accruals and reclasses during monthly close. Manage expense and headcount planning. Perform and present budget‑vs‑actuals variance analysis. Review BvA results with cost center owners and update forecasts accordingly. Prepare presentations, financial charts, and supporting schedules. Perform analysis on pipeline, bookings, revenue, and other key metrics. Evaluate, select, and implement a new FP&A tech stack as the company scales. Automate operational workflows related to FP&A and Revenue Analytics. Support the team in achieving quarterly OKRs. What You'll Bring 5-10 years of FP&A experience, ideally within software, investment banking, or venture capital. Programming experience in SQL and Apps Script. Ambition to implement AI-based solutions to automate and improve processes. BS degree in Finance, Accounting, or a quantitative discipline. Solid understanding of financial statement modeling and GAAP accounting. Ability to write complex spreadsheet functions using Google Sheets. Strong intellectual curiosity; willingness to challenge and verify assumptions. Detail‑oriented self starter with strong process skills and ability to operate independently. Thrives in a small team, startup environment where your contributions make a difference. $96,560 - $175,000 a year The base salary range for new hires in this role is between $96,560 and $142,000 for level 3 and $119,000 and $175,000 for level 4. The salary ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. The Benefits While many companies flaunt their benefits and perks to convince you to join their company, we believe your career is more important than that. That's why we focus on making your day‑to‑day the best it can be while empowering you to achieve your goals and aspirations. What does that mean? It means you'll have the autonomy to make your own decisions and focus on what's important to you and your role. It means having access to a senior team that supports you and wants to see you succeed. You'll have a smart team you can learn from, collaborate with, and grow with. It means being able to make an impact and have a voice in the future of the feature, product or company direction. We don't just leave you to focus on a niche. We allow you to spread your wings and take advantage of opportunities, challenging projects and exciting problems. It means removing the bureaucracy and red tape that stifles innovation while giving you access to all the information you need to build and take action more quickly. It means allowing you to have the career you've always wanted today, rather than having to “earn your stripes” and wait for the right moment. If you're good enough, you're good enough. In addition to the career opportunities at Teleport, we offer a whole range of benefits that help you to maximize your future, including: Extensive health coverage Annual expense budget Rest & recovery policies that maximize leave and your ability to recharge Investment in your future with retirement savings plans Equity in a US $1.1‑bn business Professional development opportunities Do you have what it takes? Get to use (and know) Teleport through our unique interview process At Teleport, we do things a bit differently. And when we say we only hire top talent, we actually mean it. Because of this, our interview process is different too - and we're proud of it. We let your work do the talking. We don't go in for six rounds of interviews, live whiteboard or live‑coding. We don't hire people that can talk a good game. We only want the best. And for that, we need to see what you can do, in your own time, in your own way. For real. But interviews are a two‑way street. Through the project, you'll get a real taste of life at Teleport, including: We're flexible - you'll have plenty of time to complete your project, if life gets in the way, that's ok. We can - work around you. We give you autonomy - you'll have the space and freedom to figure things out, make decisions, and problem‑solve. We're collaborative - Got questions? We have answers. You'll have support from your team - the one you'll be working with day in day out if you're successful in getting the role. We progress careers - During the project, see how much you learn. That's what working at Teleport is like. We like learning, on the job. All‑the‑time. We can move fast (if you can) - two weeks sound like a long time? No problem? Early submissions are fine, and we'll keep the process moving. Think you've got what it takes? We'd love to see it! Unconvinced? We can guarantee three things: It'll challenge you. You'll learn a lot. If you love the process, you'll love working at Teleport. Teleport is an equal opportunity employer and does not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classifications protected by federal, state, or local law. Candidate Privacy Notice: For information about our collection and processing of job applicant personal data for this position, please see our Job Applicant Privacy Policy and Notice of Collection at ************************************************* #J-18808-Ljbffr

A leading global consulting firm is seeking a Senior AI Finance professional to support the overall data management strategy for finance applications. The successful candidate will utilize expertise in finance applications and data management, including Machine Learning and Generative AI. Responsibilities include engaging with stakeholders to analyze business models and leading the design of extensible data architectures. This position requires strong communication skills and a commitment to delivering exceptional client service in a hybrid work environment. #J-18808-Ljbffr

Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services To Apply: Send your resume or inquiry to []

Job ID 2025-0030 # Positions 1 Experience (Years) 5 Category Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst External Description Investment Portolio Analyst The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed. Local, national, and international travel: 25 - 35%. ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities. This position is covered by a collective bargaining agreement. ALPA is a member-driven, staff supported, union with two internal professional unions. Qualifications: Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or, the equivalent combination of education and experience. Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred. Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion. Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance. Knowledge of portfolio tracking and analysis software strongly preferred. Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-a-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income. Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots. Demonstrated ability working as an integral member of a team. Software: Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred. Chartered Financial Analyst (CFA) designation strongly preferred. Physical Demands: Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below. Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information. Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases. Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.) ALPA offers competitive salaries with terrific benefits, including: 401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule. Generous health care benefits on day one - PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children; 15 days paid vacation and 13 holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid premiums for disability and life insurance; Flexible Spending and Health Savings accounts; Retiree health plan; Education Assistance Program; and, Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available. Partial remote work opportunities. PROJECTED ANNUAL SALARY RANGE: $96,027.00 - $167,725.00 Relocation not provided. Sponsorship not available for this position.

All locations Amelia, United States; Atlanta, United States; Charlotte, United States; Chicago, United States; Hartford, United States; Philadelphia, United States; Princeton, United States; Colorado Springs, United States; Dayton, United States; Denver, United States; New Orleans, United States; New York, United States; Phoenix, United States; American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day. This position has a hybrid schedule, 40-50% of the time in the office in Amelia, OH. Remote working arrangements will be considered for qualified candidates in other geographical locations. American Modern Insurance Group is seeking a Catastrophe Risk Analyst to join our Portfolio Management and Reinsurance team. As a Catastrophe Risk Analyst, you will work on special projects and provide expert recommendations to support our business decisions. You will apply your analytical skills to catastrophe modeling, portfolio management, and other actuarial tasks to help us optimize our pricing, underwriting, and product development. Responsibilities: Analyze and provide recommendations on catastrophe modeling, pricing, and portfolio optimization. Monitors and provides framework for accumulation management. Develops and maintains management reports. Contributes to the communication and coordination of activities to support corporate objectives. Develops and expands knowledge of relevant tools and technologies. Evaluates existing catastrophe risk models and recommends improvements. Conducts companywide studies to identify and quantify the catastrophe risk factors. Provides feedback and input into global catastrophe related projects. Qualifications: At least three years of catastrophe modeling, pricing, and portfolio optimization as well as experience in data cleaning, data scrubbing using various tools and technologies. Bachelor's degree in mathematics, statistics, actuarial science, economics or finance. Strong analytical and problem-solving skills, with the ability to use complex data to tell a story. Experience working in the insurance or finance industry, with a focus on catastrophe modeling and portfolio management. Ability to discuss catastrophe modeling concepts with non- experts. Proficiency in SQL, Power BI, RiskLink and Excel. Applicants requiring employer sponsorship of a visa will not be considered for this position. Location Requirement Work Location: This role is based in our Cincinnati, OH office. Local Candidates Preferred: Candidates should reside in or near Cincinnati, OH. Non-Local Applicants: Candidates who are not local must be willing to relocate. We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: Two options for your health insurance plan (PPO or High Deductible). Prescription drug coverage (included in your health insurance plan). Vision and dental insurance plans. Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary. Short and Long Term Disability coverage. Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children). Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: A robust 401k plan with up to a 5% employer match A retirement savings plan that is 100% company funded. Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries. Eligibility to receive a yearly bonus as a Munich Re employee. A variety of health and wellness programs provided at no cost. Paid time off for eligible family care needs. Tuition assistance and educational achievement bonuses. A corporate matching gifts program that further enhances your charitable donation. Paid time off to volunteer in your community. At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Apply Now Save job

The Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic. Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all. The Role The Financial Analyst will be a key member of the North America Commercial Finance team. This position will be responsible for fostering a strong partnership with the Commercial business partners to provide in depth analytical support. Responsibilities will include month-end close responsibilities including journal entries, balance sheet reconciliations, analysis of revenue and volume, budgeting, forecasting, business support, budget to actuals variance analysis and other month-end activities. Using knowledge of the company's financial systems, this analyst extracts financial data from various accounting and information systems to provide recommendations for improved operational and financial effectiveness of the company. Performs moderately complex statistical, revenue, volume, cost and other financial analysis, and prepares subsequent narrative analysis and recommendations for management. The position requires advanced analytical and presentation skills as interfacing with business partners is critical to the candidate's success. This analyst will also have an interest in combining financial systems skills with analytics to improve business processes and drive performance. This position can be based in Raritan, NJ (Hybrid model with 1-2 days in office per week) preferred, or Remote work options may be considered. The Responsibilities Provides revenue, volume, expense and other financial information, inputs, and analysis through reporting. Analyzes historical and current financial data to identify trends, variances, and areas for improvement. Performs month-end close responsibilities including journal entries, balance sheet reconciliations. Supports development of annual operating plans and quarterly forecasts in collaboration with finance and business partners to create and manage budgets, ensuring alignment with company goals. Assists with creating presentations for executive reviews in support of quarterly forecast and annual operating plan. Analyzes financial data and extracts and defines relevant information. Interprets data for the purpose of determining past financial performance and/or to project financial probability. Understands line of business budgeting, forecasting and identifies key financial trends. Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of the business. Maintains financial reporting systems to ensure alignment with source data. Works cross-functionally to resolve system issues. Performs other special projects assigned including in-depth analysis. Participates in the resolution of issues and process improvement opportunities. The Individual Required: Minimum of 1-3 years of experience in financial and/or strategic analysis. Bachelor's degree required; preferably in business, Accounting, Economics, or Finance. Experience in SAP and/or other related ERP Systems is a plus. Strong working knowledge of MS Office suite of products, including PowerPoint and Excel. Self-starter. Ability to work with moderate direction as needed. Ability to quickly get up to speed on processes and systems. Meets deadlines on a timely basis and provides follow up analysis/information as needed. Strong analytical and communication skills to convey information effectively. Ability to distill large amounts of data and translate analysis into compelling presentations. Excellent interpersonal skills. Ability to work with all levels in an organization. Excellent organization and time management skills. High level of accuracy in all work. Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed. Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Strong commitment to continuous learning and improvement. This position is not currently eligible for visa sponsorship. The Key Stakeholders Working across functions and departments, this individual will have extensive contact internally at all levels. This individual will provide input to and otherwise support Senior Management. The nature of contacts will be primarily to gather and share information. Internal Stakeholders: North America and Global Commercial Business Partners Broader Finance Organization IT/System Finance, HR, and other G&A functions The Work Environment No strenuous physical activity, though occasional light lifting of files and related materials is required. 30% of time in meetings, working with team, or talking on the phone, 70% of the time at the desk on computer, doing analytical work. Minimal travel required. Travel includes airplane, automobile travel and overnight hotel. Salary Transparency The salary range for this position takes into account a wide range of factors including location of candidate (San Diego, CA, Raritan, NJ or Rochester, NY), education, experience, knowledge, skills, and abilities of the candidate, in addition to internal equity and alignment with market data. At QuidelOrtho, it is not typical for an individual to be hired at or near the top range for their role and compensation decisions are dependent on the facts and circumstances of each case. The salary range for this position is $65,000 - $85,000 and is bonus eligible. QuidelOrtho offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance, along with a 401(k) plan, employee assistance program, Employee Stock Purchase Plan, paid time off (including sick time), and paid Holidays. All benefits are non-contractual, and QuidelOrtho may amend, terminate, or enhance the benefits provided, as it deems appropriate. Equal Opportunity QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at . #LI-AC1 #LI-Remote

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly. We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact. As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you'll achieve Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts Propose and implement solutions to drive key financial metrics in partnership with the GTM organization Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements About you 7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies Bachelor's degree in finance, accounting, economics or a related quantitative field Strong understanding of corporate finance concepts and accounting principles Advanced knowledge of MS Excel/Google Sheets Prior experience with financial and data analytics tools including Anaplan and Databricks Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations Track record of presenting complex financial analyses clearly and concisely to senior management Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.

Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required. Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact. Your Impact: Data Analyst As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency. What You'll Do - Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization. - Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams. - Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning. - Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity. - Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking. - Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other. - Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics. - Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights. Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications") - Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well. - Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis. - Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.

Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions. Key Responsibilities: Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system. Serve as the primary point of contact for contract-related matters. Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes. Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner. Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders). Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board. Maintains the contract management system with up-to-date data for each contract. Assists with the preparation of the agenda and minutes for the MSU HCI contract committee. Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations. Minimum Requirements Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience. Desired Qualifications Understand financial and legal language and principles, and other relevant matters Ability to research and apply contract language Strong interpersonal, research, and negotiation skills Proficiency in using technology for contract management Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization Strong analytical and problem-solving skills, with a forward-thinking mindset. Ability to think outside the box and approach tasks with creativity and innovation. Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues. Driven and self-motivated with a strong desire for learning. Excellent time management skills with a proven ability to meet deadlines. Ability to maintain confidentiality, and to exercise discretion and good judgment. Proficient with Microsoft Office Suite or related software. Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status. Required Application Materials Cover letter Resume Work Hours STANDARD 8-5 Website https://healthcare.msu.edu/ Remote Work Statement MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon. The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM

Lending | Leveraged & Structured Corporate Finance Portfolio Management| Analyst |New York In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer. We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area. Sound like the kind of place you'd feel at home? We'd love to hear from you. About the position: This position offers the opportunity to help manage a dynamic multi-billion dollar corporate and leveraged finance portfolio across various verticals. You will work closely with our sponsor coverage teams and industry specific sector teams, risk management and our portfolio analytics team. The position requires a self-starter who is able to independently analyze credit, contribute to deal processes and projects, while operating at various levels of seniority in different situations. About the department: L&SC PM is part of a global portfolio management platform and a pillar of Lending's capital strategy. The team is considered experts on the individual borrowers and relevant industry subject matter Responsibilities : You will support the senior bankers with all aspects of managing a large portfolio of pro rata and senior secured loans primarily to sub-investment grade clients. * Assist deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market comparables and quarterly reporting statements. * Ongoing portfolio management responsibility for a group of selected accounts - monitoring and tracking credit performance, executing amendment requests, maintaining collateral files, etc. Identify new business opportunities with existing clients. * Assume key role in handling internal system processing and KYC/CDD data gathering and processing as needed. * Review legal documentation and assist deal team in the timely closing and funding of waivers, amendments and upsized commitments. * Collaborate with Origination, Risk Management, Compliance and Loan Operations teams Qualifications and Competencies * Bachelor's Degree in Economics / Finance / Accounting / Mathematics with excellent results. An advanced degree and/or a CFA is a plus. * Experience working for a US regulated bank and are familiar with all aspects of Fed / OCC requirements * Formal credit training in addition to a solid understanding of cash flow financing transactions * 1+ years of corporate and/or leverage lending, or loan portfolio management experience * Excellent understanding of accounting statements & principles * Corporate finance background - financial market experience is necessary * Understand debt structuring and able to make recommendations when appropriate * Basic understanding of legal documentation * Excel spreadsheets: three statement financial modeling skills are a must Salary Range $105,000-$115,000 In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness. ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast. The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards. Key Responsibilities Corporate Forecasting, Budgeting, and Long-Range Planning * Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners * Contribute to long range planning model updates and related financial analyses * Maintain and update corporate models with accuracy and attention to detail * Support risk and opportunity tracking and prepare summaries for leadership Financial Consolidation and Reporting * Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast * Prepare monthly and quarterly reporting packages for leadership review * Support the development of Board of Directors presentation materials * Create charts, tables, and visuals that clearly communicate key financial insights * Support company-wide projects, analyses, and ad hoc requests Technical Modeling and Analytics * Build and maintain driver based financial models using Excel and other financial planning tools * Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis * Support FX neutral and budget neutral analyses when needed * Ensure accuracy and consistency across modeling and data consolidation * Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards Process, Organization, and Documentation * Support organization of shared FP&A files and folders, including consistent use of SharePoint * Help maintain documentation and desktop procedures that guide recurring processes * Assist with process improvements and tools that enhance clarity and efficiency across FP&A * Assist in improving reporting consistency and streamlining FP&A workflows ABOUT OUR PLATFORM Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Required Experience * 2-5 years of experience in FP&A, corporate finance, or financial analysis * Expert level Excel skills with demonstrated ability to build and maintain financial models * Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus * Experience with BI or data visualization tools (Tableau, Power BI) is a plus * Ability to communicate financial information clearly both verbally and in written formats * Strong attention to detail, problem-solving skills, and organizational skills * Skills in prompting AI systems and assessing output quality * Ability to leverage AI to ideate, develop, and scale to the needs of their department * Proactive, collaborative, and able to support multiple priorities in a fast-paced environment Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits. This position is located in Remote, United States. View the Google Map in full screen.

LegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you. This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office. Overview LegalZoom.com is seeking a Senior Corporate Finance Analyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate Finance Analyst will report to the Sr. Manager of Corporate Finance. You will * Support the monthly forecasting process, streamlining the company operating model * Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance * Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions * Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions * Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A * Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks You have * Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance * Understand performance metrics used to evaluate internet businesses including subscription products * Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management * Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment * Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through * Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members * Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below. ● Medical, Dental, Vision Insurance ● 401k, With Matching Contributions ● Paid Time Off ● Health Savings Account (HSA) ● Flexible Spending Account (FSA) ● Short-Term/Long-Term Disability Insurance ● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom 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. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.

Job DescriptionJob Scope / Functions & Responsibilities: A. Primary Function: 1. Maintain the LPS Accounting Books (Bookkeeping, Accounts Receivable, Accounts Payable, General Ledger, etc) 2. Bank, Credit Card, Merchant Account Reconciliation 3. Cash Flow Management 4. Monitor Loans (Mortgage & EIDL) status and payment 5. Month End, Quarter End, Year End Closing Requirements 6. Financial Reporting & Analysis 7. License, Taxes & Permit Renewal & payment 8. Insurance audit & renewal (Liability, Health & Accident, Workers Compensation) 9. Student & Family Account Administration 10. Employer Quarterly Federal & State Tax Return 11. Annual Tax Return (prepare documents & oversee Tax filing by CPA) 12. W-2 & 1099 filing B. Other Functions: 1. Act as Plan administrator for LPS Employees 401K Plan (ADP Retirement Services)- Keeping track and coordinating with ADP RS on participants enrollment and contribution - Perform yearly compliance testing, annual filing of form 5500 and recommend any upgrade on the 401K adoption agreement like YE discretionary matching 2. Handling and maintaining of Hively accounts (billing, collection & receivable) 3. Coordinate with HR on any requirements related to Employee benefits -Employee Attendance, Payroll & Benefits Administration (Life & Health Insurance, PTO), etc 4. Systems Administration (Set up, update & maintenance) a. Procare System: Student & Family Account; Employee Data b. Tuition Express (ACH, Credit Card autopay/ online payment) c. PayPal Account d. Quickbooks Online e. ADP Payroll f. ADP Ease Benefit Administrator g. California Choice h. Microsoft Office i. Norton Security System Deliverables: Accurate and up to date records On time monthly, quarterly and year end closing and filing of tax returns Monthly Financial Reports Other management reports Other Work Experience: 5-7 Years experience with Accounting/Senior Accountant or Controller level preferred Business operation knowledge: Pre school / Child care center Non-profit Software knowledge & experience: Procare (+) Quickbooks online (req) ADP Payroll (req) proficient in Excel (req) Flexible work from home options available.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly willing to go the Extra Mile. With over 50 years as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are a multi-state operation and administrative private company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI. Job Summary: As a Project Analyst at SMI, you will play a pivotal role in the successful execution of projects related to payment processing and fintech solutions. You will leverage your expertise in project management and your knowledge of payment processing and/or fintech solutions to ensure projects are completed on time, within scope, and to the highest quality standards. The role will report to the Vice President of Project Management. Key Functions/ Basic Duties: Project Planning and Execution: Help lead projects and initiatives, managing business requirements, timing, risks, issues, decisions, interdependencies, and milestones. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines. Lead cross-functional teams to execute projects efficiently and effectively. Payment Processing and Fintech Expertise: Leverage your knowledge of payment processing and/or fintech solutions to provide insights, guidance, and solutions to project challenges. Ensure compliance with industry standards and regulations. Resource Management: Manage project resources effectively, including team members, budgets, and technology resources, to meet project goals. Risk Management: Identify project risks and develop mitigation strategies. Proactively address issues that may impact project success. Stakeholder Communication: Maintain clear and regular communication with stakeholders, including clients, team members, and executives, to provide project updates and ensure alignment with business objectives. Project Documentation: Create and maintain detailed project documentation, including project plans, status reports, and documentation related to payment processing and fintech requirements. Quality Assurance: Ensure project deliverables meet quality standards and adhere to best practices in payment processing and fintech. Project Management Tools: Proficiently use project management tools such as Microsoft Project and Smartsheet to track and manage project progress, tasks, and dependencies. Team Leadership: Mentor and coach team members, fostering a collaborative and high-performance work environment. Education and/ or Experience: Bachelor's degree in a related field (Business, Finance, Computer Science, etc.) Minimum of 3 years of experience in project management, specifically in payment processing and/or fintech. Proven track record of successfully managing complex projects from initiation to completion. Proficiency in project management software, including Smartsheet and Microsoft Project. Strong understanding of payment processing systems, fintech solutions, and relevant industry regulations. Excellent communication, leadership, and problem-solving skills. PMP or other relevant project management certification. Language Skills: Speaks English fluently. Computer Skills: Proficient in MS Office Suite and Smartsheet. We are an Equal Opportunity Employer. We are a Drug-Free Workplace.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Analyst - Corporate Strategy - REMOTE. In this role, you will be key in driving strategic growth initiatives and addressing complex business challenges. You will employ your analytical skills to develop actionable insights and support cross-functional teams. Your expertise in strategic analysis and business planning will directly impact the company's ability to innovate and respond to market changes. This remote opportunity allows you to contribute to the company's vision from your home location while collaborating with various stakeholders to shape impactful strategies.Accountabilities Contribute to the development of strategic concepts and techniques. Conduct in-depth strategic analyses and create comprehensive business plans. Lead cross-functional teams to collaboratively solve complex problems. Research industry trends for strategic positioning. Facilitate prioritization and selection processes for new business opportunities. Present findings and recommendations to senior executives. Support the development of long-term transformational strategies. Requirements Bachelor's Degree required. 5 - 8 years of relevant experience or advanced degree with reduced experience. Strong healthcare industry experience is preferred. Proven track record in identifying and creating business value. Exceptional inductive and deductive reasoning skills. Ability to influence without formal authority. Strong communication skills, particularly with executive leadership. Benefits Flexible remote working environment. Opportunity for career advancement. Collaborative team culture. Access to industry resources and best practices. Continuing education and professional development support. Health and wellness programs. Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.