Finance Analyst jobs at System One

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. PERKS: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Controller Direct Hire | Full Time Build the Financial Backbone. Shape the Next Stage of Growth. This role is perfect for a hands-on financial leader who knows how to bring clarity, discipline, and structure to a growing organization. If you enjoy fixing what's unclear, formalizing what's informal, and building the financial engine that enables scale, this is your role. The Opportunity As Controller, you'll own the core financial operations and administrative infrastructure of the business. You'll serve as a critical partner to senior leadership, ensuring the company has the systems, controls, and governance needed for smart decision-making and sustainable expansion. Key Responsibilities Lead financial operations, including accounting, reporting, controls, and audit readiness. Oversee contracts, insurance programs, risk management, and compliance frameworks. Upgrade and standardize processes, policies, and financial systems to support scalability. Develop, coach, and support the Director of Accounting and the broader finance/admin team. Build strong cross-functional alignment between Finance, Operations, and Leadership. Drive initiatives in vendor management, budget discipline, governance, and process optimization. Qualifications 5+ years of progressive financial operations or accounting leadership experience. Strong experience with contracts, insurance, compliance, and risk management. Demonstrated success building or modernizing systems, controls, and processes in a growing company. Leadership style that is hands-on, accountable, collaborative, and strong in mentorship. CPA preferred but not required Why This Role This isn't a corporate “back office” function. This is a highly visible, high-impact opportunity to: Professionalize and modernize the financial foundation. Influence strategic decision-making and long-term planning. Create lasting processes as the company scales. If you're a builder who thrives in environments where you can create clarity, upgrade processes, and enable growth, you'll excel here. #Controller #FinanceLeadership #OperationalExcellence #ProcessImprovement #RiskManagement

Volunteers of America National Services is seeking an Healthcare Controller to join our team. This role will manage and direct the accounting department, and direct the preparation and interpretation of financial reports, provide and implement efficient and effective accounting policies & procedures. Schedule: Monday-Friday 8:00 AM-5:00 PM (Hybrid 3 days onsite, 2 days work from home) Location: 7485 Office Ridge Cir, Eden Prairie, MN 55344 Salary: $122,600-$157,700 About the Job: To manage and direct the accounting department, manage and direct the preparation and interpretation of financial reports, provide and implement efficient and effective accounting policies & procedures. Essential Functions: Manage and direct the accounting department, specifically providing direct feedback and support for the following positions: Senior Accounting Manager- PACE Senior Accounting Manager- Healthcare Accounting Manager Manage and direct the accounting function for Volunteers of America National Services and its subordinate corporations (" VOANS"), which includes the following lines of business: Skilled nursing facilities Assisted and independent living facilities Home health agencies PACE programs Senior nutrition program Housing and healthcare real estate development Corporate entities, including a Foundation Oversee the preparation of monthly financial statements and supporting working papers to include: Provide oversight and leadership in the compilation of the monthly financial statements for VOANS inn accordance with Generally Accepted Accounting Principles ("GAAP") All asset, liability, and net assets accounts Select income and expense accounts Ratio analyses Additional analyses of significant estimates (ex: allowance for credit losses, PACE IBNR reserves) Research and document applicable accounting principles and standards Work collaboratively with the Vice President- Finance and Administration and the Director of Healthcare Finance in managing and directing the following VOANS business Cycles: Financial Reporting Cycle Budget Cycle Cash Management / Treasury Cycle Provide support on financial and accounting matters to our clients to include: The accurate interpretation of financial information Timely responses to requests for assistance Provide departmental assistance with questions relating to payroll, budget to actual reports, and general ledger Provide support on business office process to include: Establish and maintain policies and procedures for business office functions Training and on-going support for the Accounts Payable, Payroll, Cash Management and Resident Trust functions of the facility business offices Routine compliance audits of business office functions Interim staff coverage for vacancies in business office staff positions Support the Director of Healthcare Finance regarding operational and outside party financial reporting requirements: Assist with the monthly financial reporting for VOANS to the Executive Management team Manage and direct the monthly reporting to the Area Agency on Aging for the Senior Nutrition program Monitor regulatory changes in reporting requirements Assist with the financial reporting requirements of outside parties, to include government agencies, banks, bond holders and other lending agencies, grantees, and other agencies as required Assist with monitoring and testing VOANS compliance with any financial covenants on at least a quarterly basis Assist with the annual financial audit, including work paper and support documentation, research accounting reporting requirements, preparation of fourteen (14) audit reports, including required disclosures Assist with the annual Form 990 preparation and filing for the > 20 healthcare corporations Prepare additional financial reports as required by management, creditor(s) or other outside sources Other Responsibilities: Manage and oversee preparation of annual cost reports Manage and oversee preparation of annual PACE Part D bids Maintain surety bonds for resident trust and unemployment accounts Maintain appropriate user access for general ledger software Maintain Square software and access for three (3) programs Complete required routine and ad hoc governmental surveys Work collaboratively with the Payroll Manager to maintain unemployment accounts and ensure timely payment of reimbursable charges Required Qualifications: Bachelor's degree in Accounting, Finance, or related business field Ten (10) years' minimum experience in accounting field, of which five (5) years is in healthcare accounting, with five (5) in a management capacity CPA is desired A passion for learning in a multifaceted, complex organization Exhibit initiative, teamwork, flexibility and leadership Ability to maintain positive attitude and approach towards assignments Highly detail-oriented, outstanding organizational skills and ability to manage multiple, competing deadlines Ability to conduct and understand complex financial models of business problems Excellent written and verbal communication skills Proficiency with Microsoft Office including Outlook, Word, Excel Ability to work flexible Travel as needed At VOANS, we celebrate sharing, encouraging and embracing diversity. Equal employment opportunities are available to all without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, parental status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law. We believe that blending individual strengths and unique personal differences nurtures and supports our organizations' shared commitment to our mission and creates an inclusive and diverse environment where everyone feels valued and has the opportunity to do their personal best. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About Us The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3 billion. Our mission is to enhance the lives of all residents of Greater Cleveland, now and for generations to come, by working together with our donors to build community endowment, address needs through grantmaking, and provide leadership on key community issues. As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy. About You You are a detail-oriented and analytical professional who thrives in dynamic environments where real estate, finance, and community development intersect. You bring a collaborative spirit and a passion for driving projects forward, leveraging your expertise in financial modeling, project feasibility analysis, and stakeholder engagement to ensure initiatives are executed efficiently and align with the organization's mission. Your strong communication skills and ability to coordinate with internal teams, external partners, and regulatory agencies make you a trusted resource for strategic decision-making and operational excellence. You are motivated by opportunities to make a tangible impact on both organizational growth and community outcomes. You excel at managing multiple priorities, interpreting complex financial data, and proactively identifying solutions to challenges in real estate and construction projects. Your commitment to stewardship, equity, and innovation is evident in your approach to problem-solving and your dedication to supporting long-term organizational and community goals. Job Summary The Real Estate and Construction Project Analyst role supports the Foundation's real estate initiatives by managing financial, development, and operational aspects of property projects, ensuring efficiency and alignment with the organization's mission. This position contributes to organizational goals by enabling informed decision-making, maintaining budget discipline, and supporting community development and placemaking efforts. The Analyst collaborates with internal teams and external partners to provide data-driven insights and strategic support for long-term growth. The role reports directly to the VP Real Estate. Support the Real Estate Department staff in developing and analyzing project and land assembly pro formas to assess feasibility, forecasting models, funding strategies, and maintenance requirements. Support VP Real Estate in drafting, reviewing, and coordinating lease agreements and amendments. Collaborate with and support the Property Management Accountant on all real estate budgets, comparing results to projections and reporting findings. Support the VP Real Estate in RFP & RFQ development and master planning efforts. Prepare 2D/3D renderings for projects or donor recognition opportunities. Support the VP of Real Estate in preparing data, graphics, and presentations for the Midtown Real Estate Committee (MREC), TCFMCCP, NMTC, Finance & Administration, and other committee meetings. Utilize GIS software and site visits to maintain oversight of the Foundation's land and property portfolio. Reconcile property tax status and works with VP Finance to coordinate insurance renewals. Prepare tax exemption applications and ensure timely tax payments and exemption requests. Provides basic grant tracking and funding research. Serve as the primary liaison to the Owner's Representative on all construction projects and initiatives. Manage contractor coordination, responses, schedules, and compliance for active construction, development, and environmental branding projects. Monitor construction financials, including construction progress budgets, pay applications and change orders, and update budgets accordingly. Ensures owners contingencies are adequate for the project and helps identify items to be negotiated with construction contractor and architect. Reviews and prepares reports for VP of Real Estate and CFO to review long-term portfolio performance. Maintain real estate documentation per retention policies. General Competencies Judgment Communication Teamwork & Collaboration Adaptability Problem-Solving Required Qualifications Bachelor's degree in real estate development, architecture, urban planning, construction management, or a related field. 1-2 years of experience in real estate development, property management, finance, or construction administration. Experience with budget modeling and tracking, variance analysis, and financial feasibility modeling for real estate projects. Strong negotiation skills and ability to protect the assets of the organization during times of design and change orders on construction projects. Proficiency in developing and analyzing project pro-formas to support funding strategies and long-term planning. Knowledge of property tax processes, tax-exempt applications, and compliance reporting. Familiarity with construction budgets, pay applications, and change order tracking. Strong proficiency in Microsoft Excel (financial modeling, reporting), Word, PowerPoint, Outlook, Adobe Suite including Photoshop, InDesign, and Illustrator, Zoom, MS Teams, and Procore. Experience with, or ability to be trained on AutoCAD Revit, ArcGIS or other geospatial software is preferred. Advanced knowledge of PDF tools such as Bluebeam or Adobe Acrobat Pro is a plus. Highly detail-oriented and organized, with the ability to manage multiple projects simultaneously. Analytical mindset, capable of interpreting financial data and making strategic recommendations. Strong communication skills, with the ability to coordinate with internal teams, external partners, and regulatory agencies. Work Environment Primarily office-based, with frequent local site visits to construction projects and property holdings. Occasional travel may be required for off-site meetings, regulatory agency visits, or industry events. Must be able to navigate construction sites, which may involve walking on uneven terrain, climbing stairs, or wearing appropriate safety gear. Standard business hours (9:00 AM - 5:00 PM), with some evening or weekend hours during key project phases or community events.

The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles. Key Responsibilities Project Financial Management Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects. Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities. Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis. Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments. Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting. Financial Planning & Analysis Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders. Support companywide forecasting, long-term planning, and budgeting cycles. Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making. Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities. Cross-Functional Collaboration Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy. Present financial insights, trends, and recommendations to senior leadership. Qualifications & Requirements Bachelor's degree in Accounting, Finance, Business, Economics, or related field required. 2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry. Strong understanding of construction cost structures, project financials, and development lifecycles. Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis WIP reporting and revenue recognition, Pro forma modeling for development projects Advanced Excel skills (pivot tables, advanced formulas, financial modeling). Strong analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Job Description About the Opportunity ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries. This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish. Key Responsibilities Conduct detailed financial modeling, valuation, and deal structure analysis. Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations. Research and evaluate potential strategic and financial buyers. Manage diligence processes including data room organization, third-party coordination, and document review. Support client interactions, including buyer communications, management meetings, and presentation preparation. Provide mentorship and guidance to analyst-level team members and assist in managing team workflow. Qualifications 2-5 years of experience in investment banking or a related financial advisory role. Bachelor's degree in Finance, Accounting, Economics, or a related field. Proven proficiency in financial modeling, valuation, and transaction analysis. Exceptional analytical, quantitative, and written communication skills. Strong working knowledge of Microsoft Excel, PowerPoint, and Word. Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment. FINRA licensing preferred (or willingness to obtain within six months). CFA or CPA designation is a plus.

Job Description Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm's team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: Participating in all aspects of transactions, from pitching clients to closing deals. Responsible for overseeing analysts' daily tasks. Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: Bachelor's degree in Finance, Accounting or related field. Minimum 2-4 years of investment banking or M&A employment strongly preferred. Motivated self-starter who excels in both independent and team-oriented environments. Superior work ethic and commitment to high-quality results. Ability to drive deliverables with minimal oversight. Proficient in financial modeling, writing and presentation skills to support deals. Articulate, with exceptionally strong communication skills. Superior attention to detail. Advanced knowledge of Excel and PowerPoint to perform responsibilities. Ability to effectively, interact with senior executives and business owners. Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.

Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firms team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: * Participating in all aspects of transactions, from pitching clients to closing deals. * Responsible for overseeing analysts daily tasks. * Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. * Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. * Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: * Bachelors degree in Finance, Accounting or related field. * Minimum 2-4 years of investment banking or M&A employment strongly preferred. * Motivated self-starter who excels in both independent and team-oriented environments. * Superior work ethic and commitment to high-quality results. * Ability to drive deliverables with minimal oversight. * Proficient in financial modeling, writing and presentation skills to support deals. * Articulate, with exceptionally strong communication skills. * Superior attention to detail. * Advanced knowledge of Excel and PowerPoint to perform responsibilities. * Ability to effectively, interact with senior executives and business owners. * Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.

The John D. and Catherine T. MacArthur Foundation is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. We work on a few big bets that strive toward transformative change in areas of profound concern, including the existential threats of climate change, the challenges of criminal justice reform, revitalizing local news in the U.S., and corruption in Nigeria. In addition, we maintain enduring commitments in our hometown Chicago, where we invest in people, places, and partnerships to build a more inclusive Chicago and in journalism and media, where we invest in more just and inclusive news and narratives. We also make awards to extraordinarily creative individuals through the MacArthur Fellows program and for solutions to critical problems of our time through 100&Change. For more information, please visit our website at ***************** The Foundation's investment team is responsible for managing the Foundation's $9 billion investment portfolio. The money is managed in a globally diversified/multi asset class portfolio with the objective of earning a 5% real return annually. This portfolio is the source of funds for the Foundation's grant making activity and other organizational expenses. The Senior Analyst, Real Assets and Sustainable Investments supports and works closely with the Managing Director, Real Assets and Sustainable Investments in all areas associated with managing the collective portfolios of real estate, natural resources and sustainable investments, which, in aggregate, comprise approximately 10% of the Foundation's endowment. Essential Duties and Responsibilities: Participate in all aspects of portfolio management including sourcing, evaluating, selecting and monitoring investment managers for the portfolio. Specific responsibilities include: Proactively searching for potential investment opportunities Meeting with prospective investment managers Conducting appropriate market and investment research Performing investment and operational due diligence Preparing documentation and presentations associated with new and follow-on investments Monitor the performance and activities of the Foundation's real asset and sustainable portfolio; meet with existing investment managers and stay informed on activities of each fund and the organizational changes of each manager Manage the financial reporting of the portfolio, including return reconciliation and performance attribution Primarily responsible for coordinating and managing administrative support as it relates to the Real Assets and Sustainable portfolios May perform other duties as assigned. Qualifications: A bachelor's degree in business, finance or related field; advanced degree or master's degree in business, finance or related field preferred Progress toward a professional credential (e.g. CFA charter holder) is a plus At least five years of work experience, including at least three years of investment experience in evaluating investment opportunities and making recommendations from an institutional and/or long-term perspective, with working knowledge of real estate and/or private equity investments preferred. Strong understanding of capital markets and diverse investment strategies Excellent written and verbal communication skills Strong MS Office skills; proficient in Excel A self-starter who has demonstrated intellectual curiosity and deep interest in investing, with the ability to conduct independent research on various subjects A person of high ethical standards and integrity Excellent team player with a collaborative work style Comfortable working in a fast- paced environment The position is hybrid and based in Chicago, Illinois. Annual salary for this role will start at $150,000. This position is also eligible for an incentive bonus of up to 70% of the base salary. We offer a generous total compensation package that emphasizes both base salary and a comprehensive benefits package to support your life, health, and well-being. Physical Requirements and Work Environment The work environment is an office setting. Intermittent physical activities will include bending, reaching, sitting, and moving around the office during working hours. Requests for reasonable accommodations will be considered to enable a person with disabilities to perform the job. Reasonable accommodations are also available during the interview process.

Business Transformation Group (BTG) is a management consulting and technology company specializing in the program management of large transportation projects with small business assistance goals and partnership programs. We also provide management and technology consulting to emerging small businesses, as well as high quality transformative growth strategies through a proven service model at an affordable cost. Visit our website **************** for additional information. Job Description Review and management of budgets, fund tracking, cash flow and revenue forecasting; and project coordination. Support Finance Department with all reporting needs and customer support questions, preparing and providing financial reports for review by Senior Leadership, and perform other duties assignment. Develop and implement budgets, forecast financial needs, as well as process and validate data flowing through budget information systems. Other duties might include tracking, monitoring and analyzing data to ensure proper allocation, review use and status of funds, and reconcile and resolve data discrepancies. Conduct research and analyses, formulate recommendations and follow through with execution. Identify issues through regular review of statistics and budgets. Provide corrective solutions. Review operating budgets to analyze trends affecting budget needs. Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Analyze monthly department budgeting and accounting reports to maintain expenditure controls. Summarize budgets and submit recommendations for the approval or disapproval of funds requests. Prepare financial documents, reports, or budgets. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation. Examine budget expenditures for completeness, accuracy, and conformance with procedures and regulations. 1. Gathers, assembles, and formats data and prepares preliminary analysis for budget preparation; assists in preparation and presentation of preliminary and final budget documents; prepares budget presentation materials; maintains data and systems for budget tracking and reporting and generates reports; assists section/division with issues related to funds availability, fund transfers and budget compliance; prepares and participates in the preparation of the Status Of Funds Reporting, including analysis and estimates of expenditures; analysis and projections of revenue; review of intra-department requests and sub-budgets; recommendations on allocations of funds, personnel and account coding. 2. Develops expenditures and revenue forecasts; prepares baseline budget and revisions as needed; analyzes, evaluates and processes budget proposals; reconciles appropriation by source of funding; prepares and processes transfer of budget allotments. 3. Review and consult with department management staff on final budget preparation and presentations to departments. 4. Makes recommendations on budget matters to higher level staff, and assists in implementation and monitoring of changes. 5. Analyzes proposed legislation to determine funding impact on department programs. 6. Conducts studies of new and existing programs and special projects to determine feasibility, resolve problems including organizational, budget and fiscal research and analysis; analyzes proposed legislation to determine funding impact on Court programs. 7. Reviews, analyzes, and recommends to management organizational policy and procedures for department operations; participates in the development of new or revised programs, systems, procedures, and methods of operations. 8. Analyzes and evaluates requests from department personnel for changes in budget allocations throughout the fiscal year in such areas as staffing levels, facilities, systems, and equipment; coordinates and consults with other department personnel and other departments; makes recommendations and obtains final approval for changes. 9. Prepares narrative, graphical and statistical reports with alternative solutions for resolving issues; uses computer software to develop and maintain databases and spreadsheets and prepares correspondence and other written materials. Qualifications Bachelor's Degree (related work experience may be substituted for education requirements) Major Field/Specialty: Accounting, Finance, Business Administration 3 + years of experience in finance/accounting department or directly related experience PC application - particularly spreadsheet and database application Good Analytical skills exhibiting sound logic and thinking Excellent written and verbal communication skills Additional Information This position is located in Virgina and is virtual . BTG ensures nondiscrimination in all programs and activities in accordance with Title VI and Title VII of the Civil Rights Act of 1964. If you need more information or special accommodations for persons with disabilities, limited English proficiency, or hearing-and speech-impairments, please visit our opportunities page at ****************.

Studio Enterprise seeks an experienced Financial Analyst to manage and coordinate all aspects of accounting. The successful candidate will be responsible for conducting high-level analysis of revenue, credit, expenses and overhead. He or she will work closely with senior management to help make critical decisions about recommended actions. If you are highly detail-oriented and capable of analyzing data with creativity and innovation in mind, you might be perfect for this position. DUTIES AND RESPONSIBILITIES * Determines cost of operations by establishing standard costs; collecting operational data. * Identifies financial status by comparing and analyzing actual results with plans and forecasts. * Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. * Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. * Reconciles transactions by comparing and correcting data. * Maintains database by entering, verifying, and backing up data. * Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. * Increases productivity by developing automated accounting applications; coordinating information requirements. * Protects operations by keeping financial information confidential. * Maintains technical knowledge by attending educational workshops; reviewing publications. * Contributes to team effort by accomplishing related results as needed. MINIMUM QUALIFICATIONS (Education, experience, certifications, etc.) * BA in accounting, Finance or related field * Two to three years' experience in finance/accounting, with at least two years in a finance role * Capable of thriving in a team-oriented environment, partnering with other finance staff and working closely with management * Effective communication and presentation skills, and ability to interface and work closely with business leaders * Ability to help manage projects, coordinate with other departments, and obtain buy-in from stakeholders * Ability to simultaneously work on several projects under strict timelines * Strong analytical and general quantitative skills, with an attention to detail * Expert user of excel * Prior experience with a finance system WORK REQUIREMENTS (requirements for mental, physical components of job) The duties of this position are performed in a multi-story office building with elevator access. The employee is regularly required to talk, hear, and see, and operate standard office equipment such as computers, copiers, and telephones. The employee is frequently required to walk, and to sit at a desk and work on a computer for extended periods of time. Position requires finger dexterity, ability to bend, kneel, and reach; may be required to stand for extended periods on occasion. Movements regularly required of fingers, hands and wrists. May be required to lift and carry up to 10 pounds on occasion. Will work a standard work week but may involve overtime work on weekdays or weekends as applicable. Employees must abide by FERPA requirements which protects the privacy of student education records. As required, must be willing to travel to attend conferences and professional development assigned region, possibly out of the area and/or locally via automobile.

Full-time Description Job Tittle: Financial Analyst Reports to: CFO FLSA: Full-Time Exempt Salary: $70,500.00 - $75,000.00 : In 1990, a small group of dedicated volunteers with a desire to eliminate substandard housing in our community founded San Gabriel Valley Habitat for Humanity. Thanks to our supporters, more than 200 local and international families have been able to build or repair their own homes here in Los Angeles' San Gabriel Valley and beyond. Through the years, we have maintained our unrelenting determination to help families in need by offering a hand up, not a handout. Through donations, shopping at our ReStores, volunteering or adding a voice to support affordable housing, everyone can help families achieve the strength, stability, and self-reliance they need to build better lives for themselves. Job Summary: This position will primarily support the wildfire recovery and assistance efforts in Altadena. The Financial Analyst plays a key role in supporting the Finance team by tracking program disbursements and funding, updating and maintaining project status spreadsheets, preparing simple financial forecasts, supporting monthly reporting activities, and completing various projects in a timely and organized manner. This role is well-suited for someone who is motivated to learn, expand their skills, and take on additional responsibilities over time. It offers an excellent opportunity to contribute to meaningful community work while developing valuable experience in a supportive and mission-driven environment. Key Responsibilities: · Assist in preparing basic financial forecasts and departmental budgets · Track project funding, disbursements, and overall project financial status · Maintain and update project status spreadsheets and financial tracking tools · Support monthly accounting activities, including reconciliations and compiling internal financial statements · Maintain and update the rolling six-month cash flow forecast · Gather financial data from departments and ensure information is accurate and complete · Participate in various projects and ad-hoc financial assignments · Build positive working relationships and collaborate effectively with other departments · Help improve and streamline financial processes and documentation as needed · Other tasks as assigned Requirements · Proficiency in Microsoft Excel for basic analysis (formulas, pivot tables; macros a plus) · Experience with accounting or financial software systems · Ability to summarize and present financial information clearly and concisely · External or internal audit exposure is a plus · Strong interpersonal skills and ability to build effective working relationships with colleagues and stakeholders · 1-2 years of experience in accounting, finance, or financial analysis · Degree in Accounting, Business Administration, Finance, or an equivalent level of skills and experience Equal Opportunity Statement SGV Habitat for Humanity actively seeks and welcomes applications from candidates with exceptional qualifications. SGV Habitat for Humanity is an Equal Opportunity Employer and will consider all qualified individuals, including minorities, women, individuals with disabilities, and veterans, regardless of race, religion, age, color, national origin, sex, sexual orientation, genetics, gender identity, or any other legally protected characteristic. SGV Habitat for Humanity will not inquire about a job applicant's criminal conviction history prior to making a conditional offer of employment.

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.

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. The purpose of this position is to provide Project Accounting directive and services to Church departments and international areas. The candidate will be expected to contribute to the implementation and use of Oracle, other systems, and process improvements. Bachelor's degree in accounting, finance, business management, or related field. Five or more years of professional experience in accounting, finance, auditing, business management, or related field. (Strong information systems experience is preferred.) Advanced Excel skills and information database experience with PeopleSoft (CFIS) queries, preferred. Must have a desire and aptitude to improve these skills. Strong systems skills and experience with Microsoft Outlook, SharePoint, Teams, Word, etc. Demonstrated ability to operate a computer in a network environment and strong analytical skills. Working knowledge of accounting principles and Church accounting systems, preferred. Ability to simplify and improve work processes using electronic technology. Proficient at speaking, reading, and writing in English with the ability to work effectively with others. Additional foreign language skills are beneficial. Improve accounting and work processes by identifying, proposing, and implementing solutions using electronic technology. Use electronic technology to extract data, analyze data, and create queries to extract system data. Provide coaching, training, and support to lower-level employees, departments, and areas. Troubleshoot and resolve technology and accounting issues that arise. Prepare financial analysis, reports, charts, graphs, recommendations, and alternatives to team, management, areas, and departments. Reconcile data from accounting systems and clear exceptions. Account for facility projects in domestic and international areas. Provide approval of project invoices, purchase requisitions, and purchase orders. Monitor and correct project ledgers and exception reports. Perform financial reviews of completed projects. Ensure compliance with Generally Accepted Accounting Principles, international accounting standards, and Church financial standards and procedures. Must be proactive and willing to learn new skills.

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services. To learn more about Deseret Trust you can visit their website at: ***************************** Bachelor's degree in Finance, Management, or a related field (required). 4-5 years of relevant experience. Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel). Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required. Securities Lending - Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day. Trade Settlements - Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports. Deposits - Accurately and promptly process check deposits in compliance with company policies for safeguarding funds. Disbursements - Process wire, check, and ACH disbursements accurately and on time. Other Transactions - Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned. Certification - Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period. Required Skills Ability to work independently under pressure and meet daily deadlines. Strong attention to detail and accuracy; ability to self-check work. Provide complete supporting documentation for all transactions. Maintain a professional attitude in all communications.

The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements Duties and Responsibilities: Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies. Conduct monthly and quarterly account reconciliations to ensure accurate reporting. Develop and maintain financial models for budgeting, forecasting, and strategic planning. Analyze financial performance and trends to support operational and strategic decisions. Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders. Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation. Collaborate with department heads to develop and manage annual budgets. Monitor and assess financial performance, identifying variances and recommending corrective actions. Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards. Provide financial insights to support program development and expansion. Participate in cost analysis and efficiency improvement initiatives. Reconcile monthly accounts to ensure accurate reporting and ledger maintenance. Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts. Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports. Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials. Assist with the monthly and annual end closes. Assist Executive Vice President of Finance with financial reporting. Other functions as assigned by the Executive Vice President of Finance Education, Licensure/Certification: Must have bachelor's degree in accounting or finance from accredited institution Experience, Skills/Abilities Related Requirements: 2 to 3 years of experience in similar position Continuing Education and Training Requirements: Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable. JOB CODE: Req 1733