Senior finance planning analyst jobs near me

Senior Financial Analyst for Tech Finance Pleasanton, CA 94588 ** MANAGER IS NOT OPEN TO CANDIDATES WHO HAVE LIMITED WORK AUTHORIZATION Note: MUST be legally authorized to work in the United States. ROLE RESPONSIBILITIES: Review and approve spend approvals for Projects Monitor & approve headcount Address questions on Finance processes/reporting for costs Monitor Actuals every period Share back Actuals for Projects with Project teams Finance representation in Governance Meetings WHAT ARE YOUR TOP 3-5 SKILLS IN AN IDEAL CANDIDATE? Advanced understanding of financial concepts of accruals, Budget, Forecasting and financial modeling Cross Group collaboration, business partnering Comfort with ambiguity & uncertainty in a fast-evolving environment ROLE REQUIREMENTS: At least 7+ years of experience of financial analysis Bachelor's Degree (preferably in Finance) Advanced PC skills in MS Office (Excel/SmartView, PowerPoint, Word for data manipulation, analysis, charting) Experience with Oracle Financials and or Fieldglass is nice to have Advanced understanding of financial concepts of accruals, budgets and forecasting Strength in ability to analyze, navigate through, and interpret results, as well as report on large financial data sets Flexible self-starter and organized team player who takes initiative and works well in a dynamic environment (from well-defined to unstructured), able to work independently and proactively Customer focused (internal and external), with relationship-building skills and effective communication skills (oral and written); have self and audience awareness and have the ability to interact with all levels (from staff to executives, business partners, and other leaders) for effective storytelling Excellent presentation skills, with the ability to present complex data and issues in a simple, succinct manner ADDITIONAL INFORMATION: What is the work schedule for this position? - Mon to Friday 8am to 5pm PST Is this role open to 100% Remote WFH candidates? - No, THE WORKER WILL BE REQUIRED TO COME TO THE PLEASANTON OFFICE 4 DAYS PER WEEK. THIS IS NOT NEGOTIABLE! Is this a new position added to the team -or- a backfill? - Addition to the team Is this role associated with a project? - No Is there a possibility for extension? - Yes Is there a possibility for this role to be converted to FTE? - Yes We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities. req1ACIJP00003918

Title: Supply Chain Planning Analyst II Duration: 6-Months Contract (Can convert to FTE) Shift Hours: 7:30AM - 5PM (Mon -Fri) Note: Remote Job, but training will take place at the Charlotte location JOB DESCRIPTION The Supply Chain Planning Analyst is responsible for managing and optimizing end-to-end supply chain operations-from procurement to distribution. The role focuses on demand forecasting, inventory management, and process improvement to ensure efficiency, cost reduction, and product availability. Key Duties: Inventory & Demand Planning: Analyze sales data, forecast demand, and maintain optimal stock levels across warehouses. Supply Chain Optimization: Identify and implement improvements to reduce costs, lead times, and inefficiencies. Distribution Coordination: Align delivery schedules and logistics operations to ensure timely order fulfillment. Data Analysis & Reporting: Use analytical tools to track KPIs, assess performance, and present actionable insights. Vendor & Stakeholder Management: Collaborate with suppliers, logistics partners, and internal teams to align supply chain goals. Process & Risk Management: Drive continuous improvement initiatives and develop contingency plans for potential disruptions. Qualifications: Bachelor's degree in Supply Chain, Business, or related field. 2-4 years of supply chain or logistics experience. Strong analytical, communication, and problem-solving skills. Proficiency with Excel, ERP systems (SAP/Oracle), and supply chain software. Preferred: APICS certification, experience with Tableau/Power BI, and familiarity with Lean or Six Sigma. Work Environment: Primarily office-based with occasional visits to warehouses or production sites; requires teamwork and cross-department collaboration.

We are changing FINANCE to finance CHANGE! At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them. Join the Movement We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do. If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place. Now Hiring: FP&A Analyst We're looking for a remote Financial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank's financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. The FP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management. This is more than a job - it's your opportunity to make a difference! Thrive at Climate First Bank At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance. Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors. Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine. Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options. Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product. Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering. Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services. What You'll be driving as an FP&A Analyst Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning. Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs). Support the budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness. Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects. Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed. Monitor and report on the bank's financial performance against targets, proactively identifying areas for improvement. Assist with regulatory reporting and ensure compliance with internal controls and policies. Participate in the development and implementation of financial systems and process improvements. What You'll Leverage in this Role Bachelor's degree in Finance, Accounting, or a related field. 2+ years of experience in FP&A, financial analysis, or related roles, ideally within the banking or financial services sector. Strong proficiency in Microsoft Excel, financial modeling, and data analysis; experience with financial software and ERP systems a plus. Solid understanding of banking industry financial statements, products, and regulations. Excellent analytical, problem-solving, and quantitative skills. Effective communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. High level of integrity and commitment to confidentiality. What to expect from your physical environment: Full-time, remote work as per company policy. Standard banking hours, with occasional overtime during peak reporting periods. Frequent communication (speaking and listening) in person, via email, text, phone or video chat. Frequent use of PC, including typing or sustained attention to monitor. Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty. We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process. You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue! We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time. As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat. What to expect from the hiring process: HOW TO APPLY: You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all. All applicants will receive confirmation that their application has been received. We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience! We will email or text you with updates on your application and will be alongside you every step of the way! Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

At Pro Talent HR, we specialize in empowering businesses with comprehensive HR solutions tailored to drive growth and success. From talent acquisition and employee development to payroll management and compliance, our expert team partners with organizations to streamline their HR processes and enhance their workforce strategies. We're dedicated to helping companies of all sizes optimize their human capital, ensuring that they not only meet but exceed their business objectives. Role Description This is a full-time remote role for a Financial Planning Analyst at Pro Talent HR. The Financial Planning Analyst will be responsible for financial planning, budgeting and forecasting, financial modeling, and utilizing analytical skills to support business decisions and strategies. Qualifications Financial Planning and Finance skills Analytical Skills for data analysis and interpretation Budgeting & Forecasting expertise Financial Modeling capabilities Strong attention to detail and problem-solving abilities Excellent communication and presentation skills Bachelor's degree in Finance, Accounting, Economics, or related field Relevant certifications such as CFA or CPA are a plus

We're looking for bold, entrepreneurial talent ready to help build something extraordinary - and reshape the future of building products distribution. QXO is a publicly traded company founded by Brad Jacobs with the goal of building the market-leading company in the building products distribution industry. On April 30, 2025, QXO completed its first acquisition: Beacon Building Products, a leading distributor in the sector. We are building a customer-focused, tech-enabled, and innovation-driven business that will scale rapidly through accretive M&A, organic growth, and greenfield expansion. Our strategy is rooted in delivering exceptional customer experiences, improving operational efficiency, and leveraging data, digital tools, and AI to modernize a historically under-digitized industry. What you'll do: * Support the monthly close, forecasting, and annual budgeting processes. * Build and maintain financial models to analyze performance and key business metrics. * Partner with regional business leaders to deliver variance analyses, identify trends, and propose actionable insights. * Prepare management reporting decks and performance reviews for senior leadership. * Assist in the development and improvement of reporting tools, dashboards, and KPIs. * Ensure data accuracy, consistency, and alignment across systems and teams. * Contribute to ad hoc financial analyses to support strategic initiatives and business cases. What you'll bring: * Bachelor's degree in Finance, Accounting, Economics, or related field. * 2-5 years of relevant experience in FP&A, corporate finance, or accounting. * Strong understanding of financial statements and accounting principles. * Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau, or Looker) is a plus. * Excellent analytical, communication, and presentation skills. * Ability to thrive in a fast-paced, collaborative environment and manage multiple priorities Preferred Qualifications: * Experience in a regional or multi-entity corporate structure. * Familiarity with ERP systems (e.g., SAP, Oracle, etc). * CPA, CFA, or MBA is a plus but not required. What you'll earn * 401(k) with employer match * Medical, dental, and vision insurance * PTO, company holidays, and parental leave * Paid training and certifications * Legal assistance and identity protection * Pet insurance * Employee assistance program (EAP) QXO is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. Salary Range: USD $68,000.00 - USD $107,000.00 /Yr.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. We're looking for a passionate and analytically minded professional to join the Strategic Finance team to support the growth of Affirm's Marketplace (“MP”) business. Strategic Finance is responsible for driving company strategy, empowering executive decision making, and guiding the company towards achieving its goals. This high impact, highly visible role sits on the Revenue Finance group, a scrappy, tight-knit team with outsized cross-functional impact and ownership. We help set the company-wide targets, provide forecasts and real time analytics to executives and business leaders, and partner cross functionally to evaluate strategic business and product decisions. The ideal candidate will not only have superb technical skills but also strong interpersonal skills and the ability to influence and present to all levels of the organization. What you'll do Serve as an end-to-end financial expert and drive business outcomes through strategic and analytic support for the Marketplace business Analyze and report realized performance to company leaders and external partners on key top-line performance metrics and targets, and drive accountability for results Design and deliver scalable automated user and financial dashboards and analytics for cross departmental and executive consumption Develop bottoms up business unit financial models for Affirm's Ad Revenue and Marketplace GMV Collaborate with cross functional teams (i.e. Strategic Partnerships, Product, Revenue Analytics, Merchant Pricing and Credit) to scale marketplace profitably through high impact strategic projects What we look for Passion and drive to disrupt the lending and financial industry for the better Strong sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment Excellent communicators who seek out the opportunity - and accountability - that comes with being front and center with company executives High attention to detail but an equally important ability to see the big picture and evaluate analyses with strategic business context 2+ years experience in fast-paced analytical roles (investment banking, consulting, data science, analytics, etc.) Excellent excel/sheets ability (you should be prepared for a financial model case study) Experience and proficiency in SQL Experience in Sigma, Looker or similar BI tool a plus Base Pay Grade - I Equity Grade - 3 Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company). CAN base pay range per year: $90,000 - $130,000 Employees new to Affirm typically come in at the start of the pay range. Please note that sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We're extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount We believe It's On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Lambda, The Superintelligence Cloud, builds Gigawatt-scale AI Factories for Training and Inference. Lambda's mission is to make compute as ubiquitous as electricity and give every person access to artificial intelligence. One person, one GPU. If you'd like to build the world's best deep learning cloud, join us. * Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: * Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials * Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications * Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives * Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception * Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website * Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences * Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning * Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You * Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance * Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts * Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences * Proficient in Excel and Google Suite; experience with financial research tools is a plus * Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture * Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset * Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions * Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience * Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: * Experience with AI, SaaS, or consumption-based business models * Comfort handling ambiguity and working with minimal supervision * Experience working with pre-IPO companies * Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda * Founded in 2012, ~400 employees (2025) and growing fast * We offer generous cash & equity compensation * Our investors include Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, US Innovative Technology, Gradient Ventures, Mercato Partners, SVB, 1517, Crescent Cove. * We are experiencing extremely high demand for our systems, with quarter over quarter, year over year profitability * Our research papers have been accepted into top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * Health, dental, and vision coverage for you and your dependents * Wellness and Commuter stipends for select roles * 401k Plan with 2% company match (USA employees) * Flexible Paid Time Off Plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

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. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role. Responsibilities: Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves Responsible for timely and accurate submission of elections to various repositories and agents Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Coordinate and lead training at a group or individual level. Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues Attend and participate in reorganization industry focus group meetings with various companies and vendors Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing Makes connections & offers creative recommendations on how to solve business challenges What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA) Core Competencies: Ability to work independently in a fast-paced environment with multiple priorities Ability to work with and communicate effectively at various levels throughout the organization. Ability to learn multiple aspects of the Financial Services industry and understand how it all connects Excellent verbal and written communication skills Strong time management and organizational skills Preferences: Series 7 preferred Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience SQL or Alteryx knowledge #LPL-PA Pay Range: $27.01-$45.01/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. This is a fully remote opportunity. Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches. Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization. Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling. Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process. Collaborates with departments to gather input and ensure data accuracy Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives. Job Requirements/Expectations Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus. Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry. Hands on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus. Ability to draw important insights from analysis; understand and communicate the “story behind the numbers”. Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Reporting Relationship This position reports to the Finance Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID

Who We Are Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms. We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes. We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact. What We Build Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide. Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application. Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy. PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works. These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students. Where We're Headed Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support. Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale. Job Purpose Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases. This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization. Responsibilities Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way Collaborate with cross-functional teams to gather data and support implementation of strategic projects Contribute to the preparation of board materials, strategy documents, and internal communications Assist in modeling scenarios and business cases that inform investment or strategic decisions Help track and monitor progress against strategic goals and report on key outcomes Job requirements Requirements 3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI) Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos Collaborative mindset and ability to work effectively across teams in a fast-paced environment High attention to detail, organization, and follow-through Intellectual curiosity and a desire to learn and grow within a strategic function Preferred Experience in the K-12 education sector, edtech, or mission-driven organizations Familiarity with business case development, financial modeling, or strategic planning processes Interest in public education and a belief in the power of high-quality curriculum Required Education Bachelor's Degree Status Full-time Location Remote position; must be based in Boston Metropolitan Area The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives. A cover letter and resume are required to be considered for this position. New employees will be required to successfully complete a background check. Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact *********************** Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices. All done! Your application has been successfully submitted! Other jobs

Full-time Description We are seeking a smart, driven, and creative Financial Analyst to join our Financial Planning and Analysis Team. This newly created role will support month-end close activities, conduct contract and proposal analysis, and perform variance analysis. The ideal candidate will have a solid understanding of financial statements, accounting principles, and business processes. In addition to financial responsibilities, this role will support operations by driving production efficiency through data reporting and analysis. We're looking for a forward-thinking analyst who can efficiently interpret data, identify opportunities, and deliver actionable insights that add value to the business. The ability to work effectively in a remote environment and navigate ambiguity is essential. Target Salary Range: $60-75K Depending on Experience Preference given to applicants residing in Arizona, Colorado, Utah, Washington and Idaho Key Responsibilities: Create and manage proposals Perform variance and scenario analysis Manage cost allocations and production-related data Compile and validate financial and operational data from multiple sources (e.g., production databases, NetSuite, Analytics reports) Tie production data to financials and conduct in-depth analysis Support forecasting, customer/pricing analysis, and reporting Requirements Bachelor's degree in accounting, Business Management, or Finance 1-2 years of experience in business operations, finance, or accounting Required: Advanced Excel, strong collaboration and communication skills Preferred: SQL, ERP experience (NetSuite preferred), BI Tools Employment is contingent upon completing and passing a background check. MetaSource is an equal opportunity employer.

Responsible for supporting all month-close functions, including closing, analysis, reporting as well as providing project leadership. How will you make an impact & Requirements With nearly 30 years of experience in providing advanced primary care, CareMore APC delivers exceptional patient experiences. Compassionate clinicians take the time to understand each patient's unique health needs while also removing barriers to access. Patients trust us to receive the right personalized care where and when they need it - in our care centers, at home or virtually - to improve their health outcomes and quality of life. Primary duties may include, but are not limited to: Prepares monthly journal entries, account reconciliations, physician statements, compensation calculations, and payroll grids Reviews general ledger activity to identify potential errors and takes corrective action. Identifies complex accounting problems or issues related to workflow processes, researches solutions, and implements corrective steps to achieve higher level of operational efficiency. Coordinates, manages and leads complex projects and processes. Requirements: Requires BA/BS in Accounting or Finance Minimum of 3 years accounting experience; or any combination of education and experience, which would provide an equivalent background. CMA preferred. Previous work experience with month end close processes and account reconciliation preferred. Prefer candidates located in California. Compensation: $74,520K - $93,150K annual salary and bonus potential

The Finance and Accounting Analyst 3 performs and leads complex accounting activities for OHSU Healthcare to ensure accurate recording and maintenance of financial records according to GAAP. This position is the lead accountant for the healthcare accounting section responsible for the annual OHSU and FQHC audits, the month-end and year-end accounting close, and for external and internal financial survey reporting. It includes preparing interim and year-end external audit work papers, preparing monthly journal entries, reviewing and approving inter-company journal entries, variance analysis, preparing healthcare and FQHC financial statements, financial survey reporting, and helping guide OHSU Finance and departments through the external audits and accounting close process. Function/Duties of Position Leads the interim and year-end external audits for OHSU Healthcare, Family Medicine at Richmond FQHC, and the patient revenue portions of the annual audits for OHSU Practice Plan and Hillsboro Medical Center. Prepares interim and year-end work papers, helps coordinate and facilitates the collection of audit schedules, supporting documentation, as well as guides OHSU Finance through the interim and year-end audits in conjunction with the Accounting Manager, VP of Finance & Accounting and SVP & Chief Accounting Officer. Lead accountant responsible for all processes related to OHSU Healthcare and Family Medicine at Richmond FQHC month-end and year-end accounting close. Responsible for having the OHSU Healthcare and Family Medicine at Richmond FQHC Financial Statements (profit and loss statements, balance sheets and cash flow statements) in final presentation form for distribution to various end users. Preparing monthly journal entries. Reviewing and approving inter-company journal entries submitted by departments for OHSU Healthcare. Preparing, reviewing and reconciling of various general ledger balance sheet accounts to subsidiary systems with supporting documentation. Analyzing monthly Financial Statements and utilization/statistical reports in conjunction with the Accounting Manager, VP of Finance and SVP & Chief Accounting Officer. Responsible for the timely preparation of additional financial reports including the monthly Workload Trends & Dashboard reports, various PowerPoint presentations, and is the lead accountant over both internal and external financial surveys related to OHSU Healthcare. Analyzes and researches revenue, expense and balance sheet accounts for completeness, proper recording and classification according to OHSU Finance guidelines and General Accepted Accounting Principles. Resolves and corrects coding problems and communicates with parties involved. Assigns and researches variances on the financial statements, provides written explanations for those variances and suggests adjustments and/or solutions when necessary. Summarizes findings for financial close meeting. Responsible for analyzing, posting and processing the daily validation of Epic Gross Patient revenue from the Oracle financial accounting hub to the general ledger and prepares monthly journal entries pertaining to Epic Gross Patient revenue. Other duties as assigned. Required Qualifications Bachelor's degree in Accounting from an accredited college or university, plus 4 years of progressively responsible professional accounting experience. OR Bachelor's degree with 36-quarter hours of accounting courses from an accredited college or university, plus 4 years of professional accounting experience. Healthcare financial experience. Experience with federal and governmental agency healthcare surveys required. Experience with annual financial audits. Knowledge, Skills, and Abilities Highly proficient with use of PC including database and spreadsheet applications. Advanced spreadsheet skills, including complex functions, formulas, and formatting. Experience with relational databases. Understanding of financial reporting concepts such as cost accounting and net present value analysis. Communication and interpersonal skills including the ability to consult with internal and external customers regarding matters/issues, which may be sensitive in nature. Excellent oral and written communication skills. Ability to work independently and to exercise sound judgment. Ability to be detailed-oriented including accuracy with numbers and data entry. Ability to track a large number of different tasks through various stages of development and implementation. Demonstrated reliability and successful performance from past work history. Accounting knowledge must include at least 8 of the following: Documenting and resolving problems within an accounting system. Ensuring accounting system conforms to applicable controls. Tracing errors through an accounting system. Classifying revenues and expenditures to funds and accounts. Reconciling accounts to general or control ledgers. Reconciling balance sheet accounts. Preparing journal entries or vouchers. Applying accounting principles to one or more functional areas; i.e., AR, AP, etc. Communicating technical accounting information orally and in writing. Applying and interpreting computer report information. Applying PC spreadsheet, database, and word processing software and processing data using a computer. Preferred Qualifications Healthcare experience. Oracle, Axiom and Epic experience. Additional Details Benefits Healthcare for full-time employees covered 100% and 88% for dependents. $50K of term life insurance provided at no cost to the employee. Two separate above market pension plans to choose from. Vacation - up to 200 hours per year dependent on length of service. Sick Leave - up to 96 hours per year. 9 paid holidays per year. Substantial Tri-Met and C-Tran discounts. Employee Assistance Program. Childcare service discounts. Tuition reimbursement. Employee discounts to local and major businesses. All are welcome Oregon Health & Science University values a diverse and culturally competent workforce. We are proud of our commitment to being an equal opportunity, affirmative action organization that does not discriminate against applicants on the basis of any protected class status, including disability status and protected veteran status. Individuals with diverse backgrounds and those who promote diversity and a culture of inclusion are encouraged to apply. To request reasonable accommodation contact the Affirmative Action and Equal Opportunity Department at ************ or *************.

Basic Function: The Financial Analyst will participate in collaborative, cross-functional efforts to drive relevant and flexible financial models that support key business decisions as a part of the corporate finance function. This position acts as an objective and strategic financial partner with the functional areas of the business. Specific Responsibilities: 1. Support Standard Cost setting and maintenance 2. Provide ad-hoc analytics in order to deliver financial insights to support decision making across the organization 3. Assists with monthly financial reporting, ensuring that forecast and actuals align to expectations and achieve the company's financial goals. 4. Identifies and executes upon process improvement opportunities. Demonstrates proficiency of technical tools and financial systems. Qualifications and Competencies: 1. Bachelor's Degree from an accredited university and 2-3 years of relevant work experience within finance, costing/cost accounting, manufacturing or financial modeling 2. A high level of proficiency in Microsoft Excel is required. 3. Excellent verbal and written communication skills. 4. Strong attention to detail. 5. Must be able to complete work independently as well as in a team setting. 6. Ability to analyze and report financial data is required.

Finance & Accounting Analyst - An Exciting Career Opportunity! Aspen Careers is partnering with a well-established legal firm to find a detail-oriented and highly organized Finance & Accounting Specialist to join their collaborative finance team in Columbus, Ohio. As the Finance & Accounting Analyst, you will play a crucial role in managing the financial operations of the firm, ensuring accuracy and compliance. You will be responsible for a variety of accounting tasks specific to a law practice, providing essential support to the firm's attorneys and legal staff. Key Responsibilities Prepare, review, and reconcile client invoices for legal services and disbursements. Process vendor invoices and manage timely accounts payable. Track client payments, outstanding balances, and generate aging reports. Enter attorney time and expenses into billing software (e.g., Timeslips). Reconcile bank accounts and credit card statements monthly. Monitor trust account transactions and handle retainer payments. Maintain accurate financial records in compliance with legal and ethical standards. Communicate with attorneys, paralegals, and clients regarding billing inquiries. Assist with tax preparation tasks (e.g., CAT reports, 1099 forms, vendor setup). Support additional administrative and financial operations as needed. Required Qualifications Three + years in a bookkeeping or accounting role. Strong working knowledge of QuickBooks and Microsoft Office (especially Excel). Experience with Timeslips or a legal billing software is a plus. Experience handling trust accounts, retainers, and client-specific billing guidelines. Familiarity with legal terminology and confidentiality standards. High attention to detail and excellent time management skills. Preferred Qualifications Knowledge of state-specific tax and billing compliance (e.g., CAT reporting). Experience working with 1099 processing and vendor onboarding. Comfortable working with both digital and paper documentation workflows. The Ideal Candidate Profile: Must have a Bachelor's degree in Accounting, Finance, or a related field. MBA Preferred Proven experience (2-5 years) in an accounting support role. Solid understanding of basic accounting principles and practices. Proficiency in Microsoft Office Suite, particularly Excel (including formulas, data manipulation, etc.). Experience with accounting software (e.g., QuickBooks). Exceptional attention to detail and accuracy. Strong organizational and time-management skills with the ability to prioritize tasks and meet deadlines. Excellent communication (both written and verbal) and interpersonal skills. Ability to maintain confidentiality and handle sensitive information with discretion. A proactive and problem-solving attitude. Ability to work independently and as part of a team. Why Join This Firm? Reputation is steeped in tradition and dedication If interested, please reach out to Teresa Shuler at Aspen Careers at tshuler@aspen-careers.com or call the office at 614-992-1010 for immediate and confidential consideration.

Senior Financial Accounting Analyst/Auditor (250008U4) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 62.50Schedule: Full-time Work Hours: 40Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: AuditingTechnical Skills: Interpreting Financial Statements, Regulatory Compliance, Accounting and Finance, AuditingProfessional Skills: Analyzation, Attention to Detail, Results Oriented, Time Management, Written Communication Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.Classification: Insurance Examiner/Analyst 2 Certified Public Accountant (CPA), Accredited Financial Examiner (AFE), or Certified Financial Examiner (CFE) designation/certification required.Job DescriptionThe Office of Risk Assessment is seeking a financially minded candidate with an advanced level of experience analyzing complex financial reports, reviewing and modifying data, and who can determine appropriate course of action to resolve complex issues.If this sounds interesting to you, continue reading below to learn more about this career opportunity with the Office of Risk Assessment.Key Responsibilities include but are not limited to the following:Performs in-house analysis of domestic &/or foreign insurance companies' financial condition to determine solvency & compliance to statutes & regulations, contacts companies regarding findings, determines need for subsequent action based on insurance companies responses to examinations & analysis.Prepares & recommends level of priority for each company & reviews audited financial statements, & other financial reports & periodically conducts reviews of other insurance examiner/analyst findings.Evaluates insurance companies' operations to determine if prior review recommendations have been implemented, assesses company progress toward implementation of prior examination & analysis recommendations & assumes responsibility for examination &/or analysis reports.Conducts, develops & maintains analysis process for use in financial assessment of annual & quarterly statements & maintains regulatory status reports for foreign &/or domestic companies; reviews various financial transactions for appropriateness & compliance to statutes & regulations.Performs comprehensive audits of all books, records, assets, liabilities, income, disbursements & operating policies & procedures & examines contracts to determine legality & propriety.Represents the Department at meetings with insurance companies &/or outside agencies; provides written &/or verbal response for request for information.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsAccredited Financial Examiner (i.e., AFE) designation by Society of Financial Examiners; 2 yrs. department of insurance exp. &/or consulting exp. for a department of insurance related to financial solvency regulation; must provide own transportation; valid driver's license. -Or Certified Public Accountant (i.e., CPA) designation by state accountancy board; 3 yrs. exp. in accounting, internal auditing, finance, economics or insurance; must provide own transportation; valid driver's license. -Or Certified Financial Examiner (i.e., CFE) designation by Society of Financial Examiners; 3 yrs. department of insurance exp. &/or consulting exp. for a department of insurance related to financial solvency regulation; must provide own transportation; valid driver's license. -Or equivalent of Minimum Class Qualifications For Employment noted above may be substituted for experience but not for mandated licensure/designation. Job Skills: Auditing Supplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.