Senior finance analyst jobs in Georgia

Would you like to be a part of the world's largest eyewear company, operating with a vertically integrated business model that spans the design, manufacturing, distribution, and retail of both proprietary and licensed brands? If YES, we have an opportunity. Sr Financial Analyst Location: McDonough, GA 30253 (Hybrid - 3 days per week onsite) (Training 100% onsite) Schedule: Monday-Friday, 9:00 a.m.-5:00 p.m. Duration: 06 Months (possible extension) Compensation: $33.00/hour to $35.00/hour About the Role • Analyze and control transportation costs across all modes, identifying drivers, variances, and savings opportunities. • Provide financial insights and scenario modeling to support logistics decisions such as carrier selection, service level selection network optimization. • Create and maintain key performance indicators (KPIs) for transportation efficiency and carrier performance. • Partner with transportation operation, supply chain, and procurement teams on carrier bids, contract compliance, and cost improvement initiatives. • Prepare management reports highlighting risks, opportunities, and actionable recommendations for cost control. • Drive process improvements in freight payment, audit, and cost allocation while ensuring financial policy compliance. • Perform month-end close activities related to transportation, including accruals, journal entries, and account reconciliations. • Prepare detailed financial reports and dashboards on freight costs, allocation by business unit, and carrier spend performance. • Partner with logistics and accounting teams to improve freight payment, audit, and cost allocation processes. • Develop and manage transportation budgets, forecasts, and variance analyses to support operational planning. Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Vice President of Finance - Atlanta, GA 30327- In Office The Vice President of Finance will lead all aspects of the following functions: accounting, financial reporting, budgeting, financial planning and analysis, information technology (IT), business and operational reporting and analysis, performance measures, decision support, revenue cycle management, and related matters. This position provides strategic leadership and ensures the financial integrity and operational efficiency of the organization. Responsibilities Provide management with timely, accurate financial information vital to strategic decision-making. Lead and direct all accounting operational functions. Manage and oversee the consolidation of all financial data for all business entities. Coordinate and prepare both internal and external financial statements and reports. Manage the annual budget process, forecasting, and financial planning activities. Develop and monitor key business performance metrics. Assess and improve current accounting operations; implement new and efficient processes. Coordinate activities with external auditors and ensure audit readiness. Evaluate internal control systems and ensure compliance with regulatory reporting, including tax planning and filings. Oversee all payment processes, including accounts payable and bank deposits. Maintain and document accounting policies and procedures. Supervise IT functions, including internal staff and external IT service providers. Hire, train, and retain a skilled, high-performing accounting team. Qualifications Proven ability to lead and implement financial strategies, plans, and business initiatives. Strong relationship-building and partnership skills across internal and external stakeholders. Demonstrated success in developing and implementing financial and accounting systems and processes. Broad knowledge of finance, accounting, business planning, and information systems. Minimum of three years in a senior-level finance or accounting leadership role. Bachelor's degree in Finance, Accounting, or a related field required. MBA, CPA, or equivalent advanced credential strongly preferred. Non-profit sector experience strongly preferred. 18276

The Senior Financial Analyst analyzes relationships and trends of financial activity, develops and maintains divisional budgets and forecasts, and researches and answers questions regarding KPIs that drive financial performance. Additionally, the Senior Financial Analyst provides end to end dedicated support to functional areas in understanding financial results and developing plans and forecasts through comprehensive analysis. ESSENTIAL FUNCTIONS AND BASIC DUTIES: Reporting and Analysis - 100%•Identifies trends, variances, and key issues and provides recommendations for adjustments. • Assembles and tracks monthly business trends by incorporating deliverables: including variance analysis of financial results and key performance indicators. • Provides detailed explanations of drivers of business performance versus prior year, forecast, and budget, through analysis of change and other key measures. • Demonstrates a deep understanding of critical business issues, business drivers, and opportunities within the divisions. • Lead financial planning and budgeting for divisions and cost centers. • Provide support and guidance for the Financial Analyst to improve their skills and financial acumen • Hold divisions financial meetings to review performance and make recommendations. • Performs profitability analysis and develops recommendations to address performance issues. • Performs monthly analysis of performance and highlights drivers of variances versus budget and forecast. •Monitors activity throughout the month and provides weekly updates on KPIs. •Conducts and documents moderate to complex financial and ad hoc analysis projects. SECONDARY FUNCTIONS (IF APPLICABLE) •Identifies, recommends, develops, and implements enhancements to processes related to budgeting, forecasting, modeling, and reporting of financial information. •May work on special projects or other duties as assigned QUALIFICATIONS - EDUCATION, WORK EXPERIENCE, CERTIFICATIONS •Bachelor's degree in accounting or finance; MBA preferred •4+ years of financial analysis experience, preferably in the staffing industry KNOWLEDGE, SKILLS, AND ABILITIES •Ability to adhere to and exhibit the Company Values at all times •Working knowledge of Microsoft Word, PowerPoint, Outlook, and Teams •Advanced knowledge of Microsoft Excel (tables, pivots, functions, macros, data model)•Working knowledge of DOMO and Salesforce •Strong analytical skills in reviewing trend data and exception recognition •Excellent financial modeling skills •Ability to effectively manage multiple competing priorities in a fast-paced environment •Excellent communication skills - both oral and written •Ability to build strong business relationships at all levels •Strong interpersonal skills •Strong attention to detail •Strong organizational and time management skills •Ability to work independently and collaboratively •Solid critical thinking and creative problem-solving skills •Ability to consistently meet goals, commitments, and deadlines •Ability to work with sensitive information and maintain confidentiality COMPETENCIES REQUIRED1. Business Insight6. Collaborates2. Financial Acumen7. Builds Networks3. Tech Savvy8. Values Differences4. Strategic Mindset9. Communicates Effectively 5. Optimizes Work Processes10. Instills Trust11. Self-Development TRAVEL REQUIREMENTS•Typical office environment - sedentary with typing, writing, reading. May be able to sit or stand•Speaking, reading, writing, ability to use a telephone and computer•Ability to exert up to 10 lbs. of force occasionally •Ability to interpret various instructions•Ability to deal with a variety of variables under only limited standardization

This position will focus heavily on the accounts receivable and revenue recognition side of the business-a particularly complex and critical area in our sector. Additionally, this role offers the opportunity to engage in financial reporting for our private equity partners, as well as participate in due diligence activities ahead of a potential equity event. Key Responsibilities Own and manage complex accounting areas, including revenue recognition, accounts receivable, goodwill, and discontinued operations Lead the preparation and review of internal and external financial statements, ensuring compliance with US GAAP and internal policies Drive monthly close activities, including journal entries, account reconciliations, and variance analysis Prepare and submit debt covenant reporting and compliance certificates to private equity stakeholders Review and analyze contracts for accounting and compliance implications Collaborate cross-functionally with finance, operations, legal, and external auditors Support due diligence efforts related to acquisitions or equity transactions Identify opportunities to strengthen internal controls and streamline reporting processes Assist with the upcoming audit and financial reporting requirements related to strategic growth events Qualifications Bachelor's degree in Accounting, Finance, or related field (CPA strongly preferred) 5+ years of progressive accounting/financial reporting experience, ideally in healthcare or a complex multi-entity environment Strong knowledge of GAAP, revenue recognition (ASC 606), goodwill impairment, and discontinued operations Experience working in PE-backed organizations and preparing reports for lenders or equity stakeholders a strong plus Proficiency with ERP systems and advanced Excel skills Strong attention to detail with the ability to manage competing deadlines Self-starter with a process-improvement mindset and a strong sense of ownership

About the Company: Our client is a leading restoration contractor serving North Georgia and Southeast Tennessee. Established in 1994, the company is backed by a team with more than 175 years of combined experience in construction and restoration. They partner with all major insurance carriers and adjusters to ensure fair claim settlements and deliver expert services through licensed general contractors, IICRC-certified specialists, and insurance adjusters. With a climate-controlled warehouse and state-of-the-art cleaning facilities, our client restores customers' property to the highest standards, from pack-out to move-in. Dedicated to 24/7/365 emergency response for fire, water, and storm damage, our client sets the industry standard for excellence, professionalism, and customer care. Position Overview: The Vice President of Finance will serve as a key executive leadership team member, responsible for leading all financial operations, including budgeting, forecasting, financial planning, reporting, and strategic analysis. The ideal candidate will bring strong financial acumen, operational insight, and leadership capabilities to help drive performance, support decision-making, and ensure the company's long-term economic health. Experience in restoration or construction is highly valued, as it provides insight into job costing, margin management, and navigating insurance-related revenue cycles. Key Responsibilities: Oversee all aspects of financial management, including accounting, budgeting, cash flow, and reporting. Develop and lead financial planning processes that support strategic decision-making and business goals. Drive operational efficiency by analyzing key financial metrics, job costing, and project profit margins. Provide timely and accurate financial reports to the Management Team and the Board, including job profitability, liquidity monitoring (13 Week Cashflows), monthly/quarterly financials, variance analysis, and KPIs, etc. Establish and maintain strong internal controls, accounting policies, and compliance procedures. Lead forecasting and modeling initiatives to evaluate business performance and growth opportunities. Partner with department leaders to support budgeting, resource allocation, and investment planning. Manage external relationships with banks, auditors, suppliers, vendors, tax advisors, and insurance partners. Contribute to M&A due diligence and integration, as applicable. Qualifications: Bachelor's degree in Accounting, Finance, or a related field; CPA preferred. 10+ years of progressive finance and accounting experience, with at least 3 years in leadership. Experience in construction, restoration, or a project-based industry strongly preferred. Deep understanding of job costing, WIP accounting, margin analysis, and cash flow management. Proficiency in financial systems (e.g., QuickBooks, Sage, Foundation, or similar platforms). Strong leadership and communication skills, with the ability to collaborate cross-functionally. Must regularly maintain a cooperative style that encourages a teaming environment. Strategic thinker with hands-on execution skills and a roll-up-your-sleeves attitude. Self-starter with initiative to identify and implement improvements. What We Offer: Executive-level role in a growing, mission-driven organization. Competitive compensation, bonus structure, and potential equity participation. An entrepreneurial environment with autonomy and opportunity to shape financial strategy. A collaborative culture built on trust, transparency, and excellence.

Our client is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospitals and healthcare systems. Our client has been named one of Modern Healthcare's "Top 100 Best Places to Work in Healthcare" for the past five years, and Training Magazine's Top 125 organizations for the past six consecutive years. Job Summary Primary responsibilities of the Finance Manager will include oversight of the preparation of the Monthly Operations Review data, annual budget process, and monthly forecasting for the assigned system. Additionally, the manager will be responsible for monitoring internal control, and performance metric reporting for the system. Job Responsibilities: Manages the preparation of monthly analysis of revenue, cost of goods sold, labor and operational expenses against forecast, budget and prior year, providing explanations and business solutions to help mitigate any costs or risks at the units. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets. Serve as a point of contact for client inquiries and reporting, providing clear and concise financial updates as needed. Identify issues with billing, collections and financial processing within the unit and propose mediation. Validate dashboard data and ensure accuracy of data in comparison to general ledger. Support month end closing process and perform variance analysis of key drivers of results. Perform analytics and establish benchmarks for key drivers of existing business. Support budgeting and forecasting processes as needed. Perform ad hoc analysis as needed. Understand and follow company rules and regulations. Perform all other duties as assigned and required. Requirements: Bachelor's Degree in Finance or Accounting required. MBA or CPA preferred. Minimum of 3 years of progressive FP&A experience. Work well with people, aggressively anticipate impacts of workload/issues to team deadlines and have a very positive work attitude including willing to work some longer hours during peak periods. Advanced Excel skills, ability to work with lookups and pivot tables. Experience with SAP, Essbase and dashboard development preferred. Proficiency in Microsoft Access, Word, Outlook and PowerPoint. Strong organizational, analytical and interpersonal skills. Strong verbal and written communication skills. Self-motivated to learn new concepts and participate in new projects. 10-20% travel, as needed Compensation: $100,000 - $105,000 plus $10,000 bonus SE: 510760396

TITLE: Project Leader -Senior Financial Analyst ANTICIPATION DURATON: 3 month contract to hire The purpose of the Project Leader, AMP position is to provide effective management of key projects, with a focus on Sarbanes-Oxley (SOX), for the Assurance and Advisory Management Program. This individual should possess strong project management experience and have an ability to work cross functionally. This role requires interaction with team members across many functional areas to understand their requirements and be able to develop solutions to support their business needs. 50% Project Management: Develop and execute a project plan for a specified segment project; Execute and deliver key tracks or segments of a project; Formulate objectives, identify resources, set timelines, communicate results and present deliverables for segment. 25% Process Analysis/Problem Solving: Determine the objectives and risks of core and support processes that support a business strategy; Create a process map and identify critical success factors; Use data/metrics to measure the risk within the process and the impact of controls on the process opportunities. 15% Change Management (Building Relationships): Accept and help facilitate change by understanding the vision, assist management with developing a strategy to ensure that the change lasts; Identify and remove barriers; Lead in implementing changes, developing training, creating rewards/measurements. 10% Data Collection and Analysis: Identify sources of data (operational, financial, industry, etc.); Gather, analyze, and manipulate data; Review data for trends and exceptions and draw sound conclusions; Use statistical data tools to graphically display and analyze results; Review and create cost/benefit analysis and financial/data Preferred Qualifications Bachelor's degree in Accounting, Finance, Information Systems, or a related field. 4-6 years of relevant experience in accounting, audit, or project management (public accounting or internal audit experience preferred). Strong SOX testing and review experience required. CPA, CISA, or CIA certification preferred (or in progress). Proven ability to manage multiple high-impact projects simultaneously. Strong communication and interpersonal skills with the ability to collaborate across finance and technology teams. Demonstrated experience in process improvement and risk analysis. Experience with the following tools and technologies: SQL, Workiva, and Excel. Experience in automating and/or executing workflows for testing. Knowledge, Skills, Abilities, and Competencies Analytical thinker with strong quantitative and problem-solving skills. Ability to perform detailed analyses using a variety of data tools. Effective at managing competing priorities and ad hoc requests. Demonstrated leadership and initiative in driving team or project success. Strong communication, presentation, and relationship-building skills. Growth mindset with an interest in professional development and leadership training. The hourly pay rate range for this position is $40.00 to $52.00 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits. Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. For immediate consideration, please forward your resume to ********************** If you require assistance or an accommodation in the application or employment process, please contact us at **********************. Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at *******************

The QUIKRETE Companies manufactures infrastructure, commercial, and industrial construction, repair, and home improvement products, including ready-to-use cement mixes, segmental concrete, tile installation systems, concrete pipe, corrugated metal pipe, stormwater systems, bridges, and other related products. The company is seeking a Financial Analyst. The position will work closely with the Director of Sales & Business, Divisional Vice Presidents, Regional Controllers, and various Regional and Plant Managers. Responsibilities Perform financial analysis to support management decision making. Perform monthly P&L analysis at divisional, regional, and business-unit levels. Perform monthly revenue analysis, including but not limited to, trend, variance, price-volume, and margin analysis. Partner with key personnel throughout the organization to review results and recommend actions to improve performance. Maintain accurate vendor records, keeping track of any contract updates and renewals. Continuously monitor reporting to identify errors and correct transactions in a timely manner. Perform monthly reconciliations of key reports to ensure data presented is accurate and complete. Ad hoc projects and reporting as needed for analysis and/or management review. Perform all other duties as assigned. Qualifications Bachelor's degree preferred. Advanced knowledge and use of office productivity tools (Microsoft Office Excel, Power BI, and Access). Ability to multi-task, work independently, and meet deadlines. Self-motivated to find issues and resolve them timely. Organized, detail-oriented, and with strong analytical skills. Excellent written and verbal communication skills. Software Utilized · Microsoft Office Suite (Office 365), including Power BI · JD Edwards World 9.2

Sr. Financial Analyst - Operations (Transportation Focus) Bill Rate: $32/hr Hours: 9 AM - 5 PM We are seeking a Senior Financial Analyst - Operations to provide financial leadership and analytical support for transportation and logistics functions. This role partners closely with operations, supply chain, and procurement teams to drive cost efficiency, improve carrier performance, and align financial planning with strategic objectives. Key Responsibilities Analyze and control transportation costs across all modes, identifying cost drivers, variances, and savings opportunities. Deliver financial insights and scenario modeling to support decisions around carrier selection, service levels, and network optimization. Develop and maintain KPIs for transportation efficiency and carrier performance. Collaborate with operations, supply chain, and procurement on bids, contract compliance, and cost improvement initiatives. Lead month-end close activities including accruals, journal entries, and account reconciliations. Prepare detailed financial reports and dashboards on freight costs, carrier spend, and performance. Manage transportation budgets, forecasts, and variance analyses. Identify and implement process improvements in freight payment, auditing, and cost allocation. Basic Qualifications Bachelor's degree in Accounting or Finance (Master's or CPA preferred). 3-5 years of progressive financial experience. Strong understanding of accounting principles and internal controls. Advanced Excel and database skills. Excellent analytical, organizational, and communication skills. Proven ability to work with cross-functional teams in a dynamic environment. High attention to detail and confidentiality. Preferred Qualifications Experience with SAP or similar ERP systems. Background in manufacturing or distribution environments. Experience working within a shared services model.

My team is currently partnered with a growing private investment company based in Atlanta, GA, who is looking to add onto their investments team. This individual will play a key role in moving forward their pipeline through various responsibilities focused across originations, special situations and investments. The Senior Analyst's primary responsibilities will be in support of the Investment Team including the following: Assist with the preparation of all types of written credit presentations, including Investment Committee Memorandums and external presentation materials. Perform property level due diligence and financial loan analytics. Analyze and interpret property level financial statements, proformas, and rent rolls. Analyze and asses the feasibility of loans with respect to property, market, and sponsor utilizing research tools such as CoStar and a professional network of brokers and other market participants. Cash flow underwriting and modeling (in-place and prospective). Valuation of underlying properties securing loans. Review legal and third-party reports. Perform asset management functions such as recording payments and coordinating draws and Borrower requests. Organize closing process with oversight from the Investment team. Flexibility in schedule with respect to meeting time sensitive deadlines. Candidate must possess the following skill set and background: Bachelor's degree; Preferred Field of Study: Real Estate, Finance, Accounting 1-3 Years of relevant experience in real estate lending, acquisitions, asset management, or real estate investment banking. High level of professionalism with exceptional verbal, written, and electronic communication skills with attention to detail. Direct/relevant experience in commercial real estate and/or lending transactions. Ability to be flexible, independent, and collaborate with fellow team members. Strong analytical, problem solving, and computer skills with a thorough knowledge of Excel. Understanding of real estate finance including debt and equity structures. High level of understanding of property operating statements and construction budgets for all commercial property types (e.g. hotel, office, retail, multifamily, build-to-rent, for-sale housing, and self-storage). Ability to work in fast-paced environment running multiple tasks under tight deadlines. Work in a team environment yet think independently and generate quality work product. Advanced Knowledge of Microsoft Office Suite including Outlook, Excel, Power Point, and Word.

What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.” We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team. If your goals and values align with Honda's, we want you to join our team to Bring the Future! Location Alpharetta, Georgia Job Purpose The Marine Market and Product Analyst is responsible for collecting, analyzing, and interpreting market trends and conditions within the marine industry to identify factors that may impact future products. Serving as the voice of the customer, this role involves conducting comprehensive market and product research, as well as in-depth market analysis, to generate actionable insights. These insights support model strategy and lifecycle planning, sales planning, and model specific planning activities leading up to development. Key Accountabilities Product Knowledge: Develop and maintain a comprehensive understanding of the marine industry, including product line-ups of Honda and its core competitors. This includes in-depth knowledge of boat types, engine systems, and related technologies. Additionally, demonstrate expertise in the marine business ecosystem, covering both retail and wholesale processes to support strategic product plans. Research: Conduct and support complex research projects to gather insights that inform product planning and future strategic initiatives. Organize and participate in marine research events, such as trade shows, customer, and dealer visits. Responsibilities include coordinating events, research vendor management, analyzing data, and creating reports to ensure actionable insights. Analysis: Compile and analyze primary and secondary data utilizing various research methodologies and data sources. Generate and interpret insights from data to uncover customer preferences, satisfaction, purchase behaviors, future vehicle needs, trade-offs, and more. Effectively present findings through clear and visually compelling charts, graphs, and reports to support data-driven decision-making. Product Planning: Gather and synthesize product trend data and effectively identify and summarize customer needs. Craft clear stories based on data and customer needs on essential development requirements. Clearly communicate product descriptions, specifications, features, and pricing details while articulating the product role, target customers, and business objectives. Coordinate with development and sales team members to ensure alignment and deliver critical information at key stages of the development cycle. Qualifications, Experience, and Skills Minimum Educational Qualifications Bachelor's Degree or equivalent work experience Minimum Experience Requires 5-10 years of experience with marine products with a few years work experience as a research analyst and/or product manager. Other Job-Specific Skills High proficiency of Excel, PowerPoint. Proficiency in SPSS, Tableau, and PowerBI a plus. Highly data driven, logical, analytical, that can read data and translate them into a clear and concise story. Strong planning and project management skills. Strong communication and presentation skills. Confident interacting with all levels of management and executives Workstyle Travel: Average of 6 times per year, depending on project demand. Physical: primarily deskwork, frequent keyboarding. Hazards: maybe exposed to hazardous chemicals & equipment, including on/off road riding/driving. Overtime: expected based on project demands/responsibilities What differentiates Honda and make us an employer of choice? Total Rewards: Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Paid Overtime Regional Bonus (when applicable) Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible) Career Growth: Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development programs Additional Offerings: Tuition Assistance & Student Loan Repayment Lifestyle Account Childcare Reimbursement Account Elder Care Support Wellbeing Program Community Service and Engagement Programs Product Programs Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

Finance at TRACTIAN The Finance team at TRACTIAN is responsible for managing the company's financial health and ensuring sustainable growth. This team oversees financial planning, budgeting, forecasting, and analysis, ensuring that all departments have the resources they need to operate efficiently. They also manage financial reporting and compliance, working closely with other departments to ensure alignment with the company's strategic goals. Finance is key to driving profitability, managing cash flow, and ensuring that TRACTIAN maintains a healthy financial foundation as it scales. What you'll do As a Senior Investor Relations Analyst, you will manage investor communication, develop presentations for senior management and the board, and provide strategic insights into company performance. You will play a critical role in fostering strong relationships with investors and analysts, ensuring messaging is clear, consistent, and aligned with the company's vision. The ideal candidate will have exceptional financial acumen, strong analytical and communication skills, and experience presenting complex financial and strategic information to high-level stakeholders.Responsibilities Develop and deliver impactful presentations for the board, senior management, and investors, ensuring clarity and precision. Monitor financial performance and market trends to provide insights that shape investor communications. Prepare investor reports, quarterly updates, and other materials to maintain transparency and engagement. Build and maintain strong relationships with key investors, analysts, and external stakeholders. Drive strategic messaging and positioning to align investor communications with company goals and performance. Requirements 3+ years of experience in Investor Relations, Corporate Communications, consulting, or strategic advisory roles. Advanced proficiency in PowerPoint and Excel, with expertise in creating detailed presentations and conducting financial analysis. Proven experience preparing high-quality presentations for board members and senior executives. Strong knowledge of financial statements, market trends, and valuation metrics. Exceptional written and verbal communication skills, with the ability to distill complex financial concepts for diverse audiences. Proficiency in Spanish or Portuguese is a plus. High attention to detail and a proven ability to perform under tight deadlines. Compensation Competitive SalaryPremium Medical, Dental, and Vision CoveragePaid Time Off (PTO): 15 Days 401(k) Retirement PlanLanguage Learning Opportunities - Take advantage of optional, fully funded Portuguese or Spanish courses to enhance your skills and global reach.Gympass Membership - Access a wide range of gyms and training programs.Sports Incentive - Receive a monthly bonus when you regularly participate in physical activities.Long-Term Benefit - After four years of service, earn a fully funded trip anywhere in the world.

Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Sr. Investment Advisory Business Analyst La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Non-Exempt Salary: $75,000 - 85,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: As a member of our customer-facing organization, you will engage directly with our customers - over 11,000 Financial Professionals (FPs) across the country, helping grow and support their firms. As part of the Investment Advisory (IA) Support team, in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and service activities. A collaborative and entrepreneurial approach will drive success as you navigate all aspects of Financial Professional support, with a focus on WMP (Envestnet). Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic. Our Investment Advisory Business Analyst is responsible for supporting our internal teams by providing an additional tier of support to the front-line service teams and working directly with FPs. You will work on resolving escalations, identifying process improvements, creating and improving internal and external process documents. You will focus on improving the FP experience while using your knowledge of WMP, Custodians (NFS and Pershing), Operational processes, and workflows. You will also be responsible for resolving items and processing reports in WMP. Our teams work Monday through Friday schedules. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: Act as a subject matter expert (SME) for Investment Advisory platforms, particularly WMP (Envestnet), providing guidance and training to internal teams and Financial Professionals. Develop and maintain comprehensive documentation for operational procedures, FAQs, and training materials for both internal and external audiences. Collaborate with cross-functional teams including Core Operations, Compliance, Technology, and Product Management to resolve complex issues and enhance user experience and functionality. Lead or participate in special projects aimed at improving advisor experience and operational efficiency. Analyze service trends and escalation data to identify root causes and recommend process or system improvements. Monitor and reconcile advisory reports using WMP (Envestnet), across custodians (NFS and Pershing) to ensure accuracy and timely resolution. Resolve escalation on complex items. Provide feedback and insights to leadership on recurring issues, advisor pain points, and opportunities for innovation. Support internal audits and regulatory reviews by providing documentation and operational insights as needed. Serve as a liaison between front-line service teams and technology teams to translate business needs into system enhancements. All other duties as assigned. Basic Requirements: 4+ years of experience in operations financial services or broker-dealer setting Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint. Excellent communication & organizational skills. Experience with WMP (ENV), NFS, Pershing. STRONG customer focus orientation. High attention to detail, analytical mindset, and problem-solving skills. Be able to work independently and maintain elevated levels of quality. Self-motivated individual capable of meeting departmental expectations and deadlines Ability to participate and contribute to a team environment. Preferred Requirements: Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience. Completion of FINRA SIE exam. FINRA Series 7 license, other FINRA licenses. Current Employees and Contractors Apply Here

SummaryCome and join our powerful, unified force with the energy to change the world. Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Addressing the climate crisis is an urgent global priority and we take our responsibility seriously. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life.Job Description As a Supply Chain Financial Analyst, you will play a pivotal role in advancing GE Vernova's supply chain investment strategies by driving innovation in financial modeling, process automation, and sustainability integration. You will help develop and implement enhanced cost-tracking models that support strategic network consolidation, growth, and greenfield initiatives, ensuring greater accuracy, transparency, and alignment with business objectives. This project offers opportunities to contribute to strategic decisions that enhance our supply chain roadmap and strengthen overall resiliency. Key highlights of this project include: 1. Supply Chain Financial Modelling for Strategic Investments: • Help create and refine advanced financial models to support the execution of large-scale supply chain investments, adapting legacy models to new templates and ensuring consistency with GE Vernova's strategic objectives. • Formalize a comprehensive cost ontology and automate model outputs for capital allocation, tollgate review exhibits, and executive dashboards. • Analyze project savings, total landed cost impacts, OCPH changes, and volume fluctuation effects to enable data-driven decision making. 2. Standardized Project Cost Tracking: • Establish a robust process for tracking project costs, including clear roles and responsibilities (R&R/RACI), digital cost submission structures, and the creation of a Smartsheet-based tracking tool. • Develop and maintain a central database to serve as the knowledge base for project cost data, supporting enterprise-wide benchmarking and reporting. 3. Cross-Functional Collaboration and AI Solution Development: • Partner with GE Vernova subject matter experts (SMEs) across diverse functions and business units to design, develop, and implement an AI-driven solution that standardizes, creates, and reports investment business cases. • Contribute to the rollout and adoption of the AI solution, ensuring alignment with enterprise-wide requirements and best practices. 4. Sustainability Stewardship: • Act as a “sustainability steward” for GE Vernova and the supply chain organization, championing the integration of sustainability principles into financial frameworks and investment business cases. • Help progress the sustainability framework to ensure it becomes a core element of all supply chain activities and investment decisions. Project Outcomes: Lifecycle-Consistent Financial Modeling - Delivery of advanced financial models that ensure consistency and accuracy throughout the entire project lifecycle-from feasibility study and strategic investment business case development to execution and ongoing cost tracking. Enhanced AI-Driven Business Case Reporting - Advancement of an AI-enabled solution to standardize, automate, and improve the creation and reporting of investment business cases, supporting data-driven decision making across the organization. Integrated Sustainability Framework - Successful integration of sustainability principles into financial models and business case frameworks, embedding sustainable practices as a core element of supply chain investment and operational strategies. Primary Skills Developed: This internship provides a unique opportunity to develop your skills and make a meaningful impact on GE Vernova's future through hands-on experience in financial analytics, AI-driven process improvement, and the integration of sustainability principles across all supply chain activities. • Advanced Financial Modeling - Opportunity to influence the financial and sustainability standards for large-scale supply chain investments leading to enterprise-level solutions. • Process Automation - Direct collaboration with leading experts to design and implement innovative AI solutions that enable data-driven decision making and enhance business case reporting. Through this experience, you will develop the skills to create and deploy strategic tools and frameworks that shape how GE Vernova invests and operates on a global scale. • Cross-Functional Collaboration - Exposure to cross-functional teams, enterprise systems, and digital transformation initiatives. • Develop expertise in leading and supporting sustainability initiatives within a dynamic supply chain environment, gaining practical skills in integrating sustainable practices into operational and strategic processes. Internship Term Dates: May/June - August 2026 Qualifications: Currently pursuing a Masters degree in Business Administration, Finance, Business Analytics or Data Science. Minimum GPA 4.0 / 5.0 scale. Desired Qualifications: • Strong proficiency in financial analysis, quantitative modeling, and data interpretation. • Familiarity with AI concepts, automation tools, or data analytics platforms is an advantage. • Demonstrated passion for sustainability and the ability to incorporate sustainable practices into business processes • Independent, self directed, collaborative team player with good interpersonal, communication and presentation skills. Benefits Available to you: Addressing the climate crisis is an urgent global priority, and at GE Vernova, we take our responsibility seriously. That is the singular mission of GE Vernova: to continue electrifying the world while simultaneously working to help decarbonize it. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com) The pay for this position ranges from $30/hr. This position is also eligible for: Relocation Assistance: Co-op/Interns will be reimbursed for reasonable, proper, and documented expenditures incurred while initially reporting to work and returning to school/home upon completion of the assignment. Employees with a permanent address greater than 50 miles away from the work location are eligible. Housing Allowance: Co-op/Interns employees receive a weekly housing allowance to help off-set living expenses when the co-op/Intern's permanent residence is at least 50 miles away from the work location. Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services GE Retirement Savings Plan (RSP) after their accumulated service reaches 90 days, and they meet any other eligibility requirements as defined in the plans. (Eligibility occurs on the 1st of the month following the 90th day.) General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. Inclusion At GE Vernova, we believe in the value of your unique identity, background and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: ************************************************** Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No

** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

Atlanta-based, Incident IQ is a SaaS service management platform built exclusively for K-12 schools that is transforming K-12 workflows including IT asset management, help desk ticketing, facilities maintenance solutions, Human Resources service delivery, and more. Our mission is to revolutionize how school districts manage operational support activities to better serve students and drive instructional efficiencies. Incident IQ is a dynamic, fast-growing company focusing on providing innovative cloud-based software. The Incident IQ platform has been rapidly adopted by K-12 school districts. Today, millions of students and teachers in districts across the U.S. rely on the IncidentIQ platform to manage and deliver mission-critical services. Since the company's founding, Incident IQ has built a culture focused on customer success and product leadership; we are passionate about helping school districts achieve operational efficiency. Incident IQ's environment is inclusive and transparent, and our team members are respected and valued contributors who consistently exhibit openness, integrity, collaboration, enthusiasm, and effort. Financial Analyst Intern Overview We are seeking a proactive and detail-oriented Financial Analyst Intern to join our growing Finance team. This role sits at the intersection of Finance and Data Analytics, providing critical support for executive reporting, strategic planning, and financial analysis. You will have a hands-on opportunity to learn about the inner workings of a fast-growing SaaS company, helping us connect financial performance with the underlying business drivers captured in our data. This role is crucial for ensuring data integrity, automating key reports, and delivering actionable insights that drive smarter business decisions across the organization. Key Responsibilities (What You'll Do) The Financial Analyst Intern will support the Finance Manager and the broader team by focusing on the following areas: FP&A Support: Assist with the preparation of short-term financial projections, annual budgets, and long-range strategic plans. Reporting & Analysis: Compile and maintain relevant historical financial and operational reports, performing variance analysis (Actual vs. Budget/Forecast) and providing commentary to help management understand results. Data Visualization: Contribute to the development and maintenance of our Business Intelligence (BI) tools and capabilities, creating clear, impactful dashboards and data visualizations. Operational Metrics: Help define, track, and monitor key performance indicators (KPIs) and SaaS metrics across departments like Go-to-Market, Customer Success, and Product. GTM Strategy & Planning: Support the Go-to-Market teams with strategic planning initiatives, including modeling for quota planning and territory mapping to drive and optimize company growth objectives. Data Integrity: Support initiatives related to data governance and the evolution of our financial and data systems, ensuring high standards for accuracy and security. Process Efficiency: Look for opportunities to document and automate routine reporting and analysis processes to enhance team efficiency. Ad Hoc Projects: Perform time-sensitive, ad hoc analysis as requested by the Finance team and cross-functional partners. Qualifications (What You'll Need) Currently pursuing a Bachelor's degree in Finance, Accounting, Data Analytics, Information Systems, or a related quantitative field. Experience with Microsoft Excel (e.g., pivot tables, common formulas) for data manipulation and modeling. Exceptional attention to detail and a high standard for data accuracy and integrity. Strong communication skills, with the ability to effectively translate numbers into a clear, compelling business narrative. A self-starter attitude; someone who is eager to learn, takes ownership, and is comfortable with a fast-paced, hands-on environment. Why Join Us? We facilitate whole-person growth where employees can develop personally as well as professionally. We offer an energetic and collaborative environment-everyone's opinion matters! We produce software that empowers K-12 schools to run efficiently, allowing for a better classroom experience for students to THRIVE! Incident IQ offers a competitive internship stipend and is based in the vibrant Atlanta area. What makes Incident IQ different: We facilitate whole-person growth where employees can develop personally as well as professionally. We offer an energetic and collaborative environment; everyone's opinion matters! We produce software that empowers K-12 schools to run efficiently, allowing for a better classroom experience for students to THRIVE! We provide excellent work/life balance. Two amazing offices - a Downtown Atlanta office location and one at Halcyon in Alpharetta! Incident IQ offers a competitive salary based on experience with a benefits package for full-time employees that includes medical, dental, vision, life insurance, 401k match, and paid-time off (PTO). Incident IQ is an Equal Opportunity Employer

Job Description Reports to VP of Asset Management & Preservation: The Financial Analyst will support the Asset Management team in overseeing the financial performance of a multifamily real estate portfolio. This role will be responsible for analyzing property performance, preparing financial reports, assisting with budget development, monitoring compliance with financing requirements, and providing decision-making support to senior management and ownership groups. The analyst will play a key role in optimizing asset value and ensuring strong financial returns across the portfolio. Key Responsibilities:Financial Analysis & Reporting: Prepare and maintain detailed property and portfolio-level financial models. Track operating performance versus budget, pro forma, and industry benchmarks. Conduct variance analysis on monthly, quarterly, and annual financial results. Create dashboards, reports, and presentations for ownership, investors, and executive management. Asset & Portfolio Management Support: Assist with annual budgeting and reforecasting processes for assigned properties. Support due diligence efforts for acquisitions, refinancing, and dispositions. Monitor loan covenants, partnership agreements, and other compliance requirements. Evaluate capital improvement projects and return-on-investment opportunities. Work closely with property management teams to identify operational efficiencies. Market Research & Benchmarking: Analyze market trends, rent growth, occupancy, and competitive positioning. Support strategic planning by providing market intelligence and scenario modeling. Process Improvement & Collaboration: Develop and enhance financial reporting tools and best practices. Collaborate with accounting, property operations, and development teams to align financial goals. Qualifications:Education & Experience: Bachelor's degree in finance, Accounting, Real Estate, Economics, or related field (MBA or CFA a plus). 2-4 years of experience in financial analysis, preferably in real estate, asset management, or property management. Knowledge of multifamily operations and real estate finance is strongly preferred. Skills & Competencies: Strong proficiency in Excel financial modeling; familiarity with Yardi, RealPage, MRI, or other property management/accounting systems a plus. Excellent analytical, problem-solving, and quantitative skills. Strong written and verbal communication; ability to present financial insights clearly. Detail-oriented, organized, and able to manage multiple priorities and deadlines. Team-oriented with ability to work collaboratively across departments. Key Performance Indicators (KPIs): Accuracy and timeliness of financial reporting and variance analysis. Effectiveness of recommendations to improve asset performance. Contribution to successful refinancing, acquisitions, and dispositions. Development of financial tools that enhance efficiency and decision-making. Our Mission: Provide quality, safe, and affordable housing for low and moderate-income families Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments Provide the Principals and Partners a fair return on their effort and investment Core Values: EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT| CHARACTER

JOB TITLE: Financial Literacy Contractor DIVISION: FBFC REPORTS TO: Director of Youth Opportunities DEPARTMENT: YO SUPERVISION TO: None CLASSIFICATION: Contractor JOB FUNCTION: The Financial Literacy Contractor will be able to effectively increase the financial knowledge of young people aging out of foster care to construct budgets, build credit, manage income and expenses, apply for credit, pay and manage bills, invest, develop banking relationships, protect their identity, build assets to make future purchases and develop financial capability. Core Responsibilities and Expectations · Reviews YO referral information with Life Coach and information in ER (Extended Reach) database to understand relevant youth needs around financial management from past experience and present circumstances while in YO. · Promotes and gains commitment of youth to participate in the financial literacy training times, sends out regular reminders and works to see young adult participants complete their certification. · Leads and instructs the financial literacy training curriculum over 6-8 separate sessions in an engaging and enthusiastic manner that responds to the needs and learning styles of young adults. Responds to questions with examples and seeks to incorporate the young adult life experiences to master the concepts. · Builds the competency of young adults participating to ensure they have a strong understanding of topics to include: Building a Foundation for their Financial Future, Understanding Credit History, Budgeting, Saving and Investing, Paying bills, Banking, Achieving Credit and Loans, and Protecting Identity. · Shares a summary of the financial literacy results with the Life Coach following completion. · Serves as a consultant to the YO staff on any questions related to financial literacy needs among participants and future skill building. · Enters Financial Literacy results into ER database as well as any specific recommendations on each youth with regard to future development needs. · Participates with the life coach in a personalized review of Financial Literacy results with the youth participant. Instructs the youth how to continue building skills in financial literacy where they have a need or an interest to further develop. · Instructs the youth how to access other tools in the area of financial literacy that are online or are identified next steps to achieve credit repair, banking relationship, etc. This position may require work at nights and weekends. EQUIPMENT USED: personal phone, personal scanner, personal computer COMPETENCIES: · Foster Care Job Knowledge o Seen as highly motivated to train young adults aging out of foster care in their financial literacy and experienced in engaging young adults to participate and share questions. Generally thought of as exemplary and the person others go to for to understand Financial Literacy and able to readily explain the many beneficial tools to advance Financial Literacy to those aged 18 and above. · Motivates Others/Performance Coaching o Able to gain support from both individuals and groups participating in financial literacy and the ability to explain concepts at the appropriate grade level of youth participating. Uses data and examples to address questions or concerns raised, does not upset others when promoting ideas; able to influence and develop the performance of others; provides clear suggestions and specific feedback in a positive manner. · Builds Relationships o Easily builds relationships with individuals and groups; makes a consistent effort to encourage trust and cooperation and frequently takes a leading role in fostering a positive and productive team spirit; always has a positive outlook and pleasant manner; values diversity, accepts others; stimulates teamwork and a good attitude in others. · Planning & Organizing/Time Management o Develops or uses systems to organize and keep track of information; sets priorities with an appropriate sense of what is most important and plans with an appropriate and realistic sense of the time demand involved; keeps track of activities completed (and yet to do) to accomplish stated objectives; records or uploads results in ER database and keeps clear, detailed records of activities related to accomplishing stated objectives; knows status of one's own work. · Collaboration & Teamwork o Outstanding team player; collaborates easily and encourages others to work together to find solutions; sought out to help youth engage in their understanding of financial needs, fostering integrity and trust; solicits feedback from group members and organizes information to make necessary adjustments; regularly communicates progress and celebrates team milestones. · Communication - Written & Verbal o Displays a quick grasp of the significance of information communicated and nearly always initiates or responds to communications in an appropriate, time and comprehensive manger; displays skill in reducing complex information to simple forms/terms and helps others to understand that information; involves the right people in discussions when issues arise and provides solid summaries of discussions and seeks consensus to summarize points discussed. · Honesty & Integrity o Does the right thing even when nobody is looking; stays true to his/her beliefs regardless of situational challenges; highly respected for consistently “walking the talk”; says what he/she means and means what he/she says; knows how important the Statement of Beliefs are to the organization and does an excellent job supporting them. · Initiative o Goes beyond expectations in work assignments; thinks strategically and anticipates the needs of the organization; leads with initiative and ideas, gathers support from others to meet common goals; seeks out and accepts additional responsibilities. QUALIFICATIONS: Education and Experience: Bachelor's degree from an accredited college or university in the area of education, finance, behavioral or social sciences, social work, guidance counseling, psychology childhood education, special education or related field. Minimum of three (3) years' experience in related field. Skill Requirements: Strong interpersonal skills, maturity and sensitivity to cultural and individual differences in young adults, staff served. Strong training and instruction competency. Effective oral and written communication skills. Ability to work within a team. Ability to handle job-related matters in a professional, diplomatic and confidential manner. Knowledge of community resources and services. Ability to organize and execute responsibilities in an independent manner. Ability to write summaries and explain subjects in an understandable manner to youth while motivating them to consider new skills and habits. Knowledge of normal business computer skills. Competent in the use of MS Word, Excel, PowerPoint. Physical Requirements: Hearing and speaking ability which allows for effective oral communication of information. Physical and emotional stamina to effectively handle job related issues and stress.