Treasurer jobs in Charlotte, NC - 530 jobs

Headquartered in Charlotte, NC, and founded in 2012 by visionary minds shaping the future of banking and payments in the US, Finzly makes bank transformation radically simple. Our core-independent platform is trusted by some of the market's leading financial institutions to transform operations and launch new products and services at speed. We've been recognized with 20+ industry awards in the last two years - including three years in a row as one of the Best and Brightest Places to Work as well as accolades for Best Parallel Core Technology, Best Corporate Payments Solution, Best Payments-as-a-Service Provider, and Best Trading System. Quite simply, Finzly is known for being the best in everything we do, giving you the perfect opportunity to grow your career with impact. We are seeking a Chief Financial Officer to professionalize the finance organization, establish the processes to accelerate growth and operate as an enterprise leader in the dynamic banking software market. This is an outstanding opportunity for the right finance executive with operational experience and a proven track record to join Finzly's senior leadership team. This leader must have: Strategic vision for finance function with strong SaaS operational expertise Helped to scale a SaaS business from $20m to $100m Led a hyper-growth vertical SaaS business with important KPIs and analytics Led the financing rounds with experience negotiating investment terms A strong network of leading investors in the banking and fintech sectors Led strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience) Created sophisticated financial policies, procedures, controls and reporting systems that optimize business performance and create financial discipline Capital planning, allocation, tax, audit, account and credit decision making experience Fiduciary Management & Business Partnership : Design, modify and implement financial infrastructure for a 200+ employee company in high-growth mode, spanning various areas such as financial reporting, analysis, budgeting, cashflow, investment priorities and accounting Ownership of financial models for fundraising, showcase Finzly's value and manage investor relationship Drive the budgeting and forecasting process at the global and departmental level that leads to predictability and consistency in forecasting. Develop meaningful monthly and annual financial reporting to key stakeholders Create meaningful KPIs and a review cadence at the organizational and departmental level to optimize financial performance Lead investor relations and deliver critical financial and operating performance reporting to our investors, Board of Directors and senior leadership team Be knowledgeable about operating in a regulated environment. Responsible for protecting assets by establishing, monitoring, and enforcing compliance on all internal controls, systems and related finance data assets Analytics : Serve as a key member of the senior leadership team, providing financial advice, counsel, and decision-making support Lead data mining efforts to uncover valuable business insights and help operational leaders leverage this information for better decision-making Implement financial incentives and metrics that align with business performance goals Leverage background, research and benchmarks to identify opportunities in the marketplace Champion data visualization as a core discipline within the organization Value Creation: Contribute to the development and evolution of Finzly's three-year strategic plan and establish the management scorecard for the senior leadership team Partner to build and develop the broader finance team into a world-class organization focused on performance and career growth Maximize return and minimize risk on cash through effective capital allocation and management Essential Qualifications and Skills: 10+ years of experience in a finance leadership role with an excellent understanding of business metrics and processes in enterprise software / B2B SaaS Proven experience in building teams and organizations in dynamic / high-growth environments Start-up, Investment Banking, Venture and/or PE experience a plus Strong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modeling Understanding of current best practices in “Revenue Operations” in B2B SaaS Demonstrated success operationalizing financial best practices through systems, policy and process M&A experience is a plus BS in finance/related; MBA and/or CPA preferred Location: Position is based in Charlotte, NC The candidate must be either local or willing to relocate to Charlotte. What We Offer: Full Benefits Package - medical, dental, and vision coverage with HSA option Healthcare FSA and Dependent Care FSA Company-paid Life Insurance Company-paid Long-Term Disability Paid Holidays and generous Paid-Time Off Stock Options Retirement Savings Plan Short Term Disability, Critical Illness, and Accident Insurance Wellness Programs including Employee Assistance Program #J-18808-Ljbffr

JAARS is actively seeking a Vice President of Finance / Chief Financial Officer who will bring professional financial experience, along with a heart for missions and serving, to lead in a time of growth and opportunity. We bring a 77+ year history of global mission aviation ministry with a deep commitment to see people's lives transformed as they hear the gospel of Jesus Christ and experience God's Word in their own languages. This role combines professional financial expertise with a deep commitment to Christian service and stewardship, as this individual will oversee and lead all financial functions of the organization, ensuring integrity, transparency, and alignment with JAARS' mission and values. The CFO will play a critical role in the strategic leadership of the organization by overseeing financial operations, planning, and risk management, and guiding fiscal policy and sustainability. Spiritual Maturity and Personal Character: The CFO must have an active and growing relationship with Jesus Christ that includes a faithful, personal walk with the Lord, membership and involvement in a local evangelical church where the scriptures are faithfully proclaimed, the ability to encourage others in their spiritual growth, and a commitment to handling all their personal relationship (both personal and professional) in a Biblical and godly manner. Embrace the vision, mission, and core values of JAARS Position Responsibilities Collaborate with other members of the Senior Leadership Team (SLT) to track progress of the organization's objectives. Provides financial strategic input, and leadership on issues affecting the organization Maximize JAARS' financial resources by implementing best practices and improvement plans Ensure the organization conducts its business in compliance with IRS and other applicable laws and regulations, by providing advice, training, and risk assessment Supervise the annual audit, 990 filing, inquiries, and related remediation Development, adjust, and oversee the annual review of the operations budget Provide leadership and direction to the finance team by maintaining an environment of respect, accountability, motivation, and professional growth Communicate with a diverse group of stakeholders as an executive leader Ensure the financial activities of JAARS, a 501(c)(3) international non-profit, maintain compliance with board policies, GAAP and FASB standards, Treasury, IRS, state, ECFA, cross-border regulations and financial policies, and other applicable requirements Ensure financial operations embrace best practices in all areas, and lead improvement initiatives as needed Lead and oversee the financial aspects of strategic and operational planning, as well as ongoing operations, by ensuring the board, leaders, and managers have clear, accurate, and timely financial information relevant to their responsibilities, while understanding and striking the right balance between financial control and operational trust and empowerment Provide executive sponsorship and leadership of our NetSuite ERP implementation, ensuring operational effectiveness across JAARS, and stewarding the necessary future enhancements Ensure JAARS maintains adequate insurance coverage against theft, casualty, and liability losses Coordinate the external audit and engage with the SIL Audit Committee in the audit process and collaborative improvement Other duties as directed by the President Position Requirements Thorough understanding of organizational financial budgeting, planning, analysis, forecasting, risk management, policies, audit, compliance, and team management Demonstrated skills in strategic planning and prioritization to focus organizational direction and the use of resources Financial management expertise with oversight of a substantial budget Five Years of experience working with non-profit organization(s). CFO-level experience is desirable but not required Demonstrated ability to lead and oversee the financial domain of a non-profit organization, ideally with an international focus Demonstrated ability to lead the ongoing enhancements of a cloud-based ERP system, including digital transformation across organizational domains; Experience with NetSuite is highly desirable Proven written and oral communication skills in English Ability to train other leaders in financial principles and practices Detail-oriented understanding of financial activities and processes, and the ability to synthesize high-level strategy into effective operational execution Demonstrated ability to learn and develop personally, as well as helping a team learn and grow A bachelor's degree is required, ideally in finance or accounting, though demonstrated experience in non-profit financial operations is acceptable; a Certified Public Accountant license is desired but may be waived based on previous experience Travel requirements are limited, though national and international travel are possible JAARS is a 501(c)(3) non-profit Christian ministry located on a beautiful, 630-acre campus south of Charlotte, North Carolina. At our campus headquarters, we have a private airport with public access, full maintenance facility, office and training space for JAARS staff and close partners, and nearly 100 housing units. #J-18808-Ljbffr

PEPI - CFO Services - Senior Director A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes. CFO Services Provides the following pillar of services: Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Auxiliary Services: Accounting Remediation PROFESSIONAL EXPECTATIONS: Hypothesis / Scope Development Connect with Private Equity and client's Executive team to facilitate information gathering and ensure all relevant data are considered and pursued Assess critical issues given the organizational challenges and identify a path forward for the client Challenge analyses and conclusions to ensure they are complete, accurate, fact-based, and reflective of the situation Identify holes in analyses that lead to a disconnect between solution recommendation and results Apply industry and functional knowledge identify business drivers and issues Ability to understand the sources and drivers of value creation within the industry and company Project Management and Implementation Develop complex business improvement plans and lead all projects independently Deliver on Private Equity focused initiatives (Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation) Proactively manage client's expectations, risk management; maintain and develop client relationships for long term opportunities Convince senior management and board members key business focus, obtain buy in of implementation plans Anticipates risks and obstacles, and be vigilant and diligent about reassessing issues and risks as plans and approach change Identify finance and accounting weakness in the organization and provide remediation going forward Leadership Apply industry expertise pragmatically to engage in developing and delivering creative solutions Take accountability for both client relationship management and team deliverables Drive client and team to a sense of urgency relative to critical issues Assign appropriate resources, removes barriers, and monitor project outcomes Financial Acumen * Experience in the role of CFO with a track record of driving and delivering value to the business * Experience in the role of Controllership, Finance and Accounting Advisory Services ACCREDIDATION /EXPERIENCE: Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity Prior experience as CFO in Private Equity Backed Portfolio Companies preferred Possess a track record of successfully delivering complex projects, lead holistic performance improvement projects Complete proficiency in understanding financial models, data analytics, and presentation skills CPA, CFA, MBA, or Master's Degree Preferred but not Required\ #LI-LS1 The salary range is $175,000-$275,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs. Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them. Inclusive Diversity A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way. Equal Opportunity Employer It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third-Party Recruiters Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for all aspects of financial strategy, planning, reporting, and compliance. This role will oversee financial operations, drive financial performance, and contribute to strategic decision-making to ensure the company portfolio's continued success and scalability. Key Responsibilities: Lead the development and execution of the company's financial strategy in alignment with overall business goals. Manage all aspects of financial planning, budgeting, forecasting, analysis, and reporting. Ensure compliance with all financial regulations, accounting standards, and tax requirements. Oversee the preparation of monthly, quarterly, and annual financial statements. Provide strategic recommendations to the CEO and executive team based on financial analysis and projections. Manage internal controls, risk management processes, and cash flow strategies. Lead capital planning and fundraising efforts, including relationships with investors, lenders, and other financial institutions. Collaborate with department leaders to drive financial discipline and operational efficiency across the organization. Oversee accounting, finance, treasury, tax, audit, and investor relations functions. Evaluate and manage financial performance metrics, KPIs, and benchmarks. Mentor and develop the finance and accounting team to support organizational growth. Qualifications: CPA (Certified Public Accountant) is required. Bachelor's degree in Accounting, Finance, or related field. MBA or equivalent advanced degree preferred. Minimum of 10 years of progressive financial leadership experience, including at least 5 years in a senior financial management role (CFO, VP of Finance, or equivalent). Proven track record in financial strategy, capital management, and operational finance. Strong understanding of GAAP, financial reporting, compliance, and regulatory requirements. Experience in M&A, high-growth companies, manufacturing, or engineering-related industries is a plus. Excellent leadership, communication, and interpersonal skills.

Posting Type Hybrid/Remote This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business. This role reports to the Director, Financial Systems and can be remote with some travel expectations Job Description and Requirements Responsibilities Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth Lead and execute roadmap objectives increasing accuracy and efficiency Champion innovation and automation through AI and other intelligent solutions Triage and identify bug fixes required for Zuora while working with 3rd party resources Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts Maintain tight collaboration with key cross-functional stakeholders and drive alignment Ensure compliance controls satisfy audit and SOX requirements Requirements Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience 8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro In depth functional knowledge of 606 Revenue Recognition standards Demonstrated ability to partner effectively with business and technical teams Solid understanding of data reporting tools Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus Exceptional attention to detail Relativity is committed to competitive, fair, and equitable compensation practices. This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives. The expected salary range for this role is between following values: $116,000 and $174,000 The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position. Suggested Skills: Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management

Requirements At least 4-6 years of related experience in accounting, finance, or corporate planning · Must have a comprehensive knowledge of all hotel departments and functions. · Must have a comprehensive knowledge applicable Federal, state, and local health, safety, and legal regulations. · Must have exceptional mathematical and computer skills. · College education and relevant training and experience required. Additional education preferred. · Ability to timely obtain any required licenses or certificates. · CPR training and first aid training preferred. · Additional language ability preferred. · Occasional travel required. Software Experience Preferred: M3 Accounting Core - for Accounts Payable functions & General Ledger entries Profitsword - for Income Journal, Forecasting, & Budgeting Lightspeed - mainly used for Accounts Receivable Microsoft Excel - general use Paylocity - payroll functions Hotel or hospitality industry experience strongly preferred. Experience working decentralized.

JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management. Essential Duties & Responsibilities * Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts. * Assists principal with budget development. * Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements. * Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals. * Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory. * Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures. * Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required. * Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account. * Prepares sales and use tax reports to process payment of tax. * Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases. * Composes reports and records for review as well as financial correspondence for principal's approval and signature. * Maintains accounts payable files for verification of receipt of items. * Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution. * Performs various payroll duties as assigned. * Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer. * Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures. * Performs other related duties as assigned. NOTE: On-site attendance is an essential function of this position. SUPERVISORY RESPONSIBILITY None. MINIMUM REQUIREMENTS Knowledge, Skills & abilities * Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses * Ability to effectively organize and maintain records * Ability to interpret standard accounting and financial statements * Ability to prepare reports and business correspondence * Ability to maintain confidentiality * Excellent customer service skills with the ability to calmly route concerns to appropriate staff * Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public * Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor; * Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures * Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media * Working knowledge of computer programs, including email, word processing, spreadsheets, and databases * Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes * Ability to establish and maintain collaborative working relationships with all stakeholders Education, Training & Experience * Associate's degree in a relevant field * Two years accounting/bookkeeping experience OR * Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position Certificates, Licenses & Registrations * Preferred qualifications * Associate degree in business or accounting * Bookkeeping/Accounting experience in a school district or similar environment * Bilingual English/Spanish (fluent verbal and written) skills

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact-without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package-including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more-so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. Location This position will be based in Charlotte, NC. Summary of Role The Treasurer is a senior leadership role, responsible for the development and leadership of the Company's treasury function, including oversight of corporate capital raising, cash and liquidity management, insurance, and financial risk management. This role will be instrumental in building and leading a high-performing treasury team, implementing treasury policies and systems, and ensuring that the Company has the resources and structure in place to support its long-term growth in the residential solar leasing market. This role will report to the CFO. Strategic & Tactical Treasury Leadership & Strategy Establish and lead the Company's treasury function, including team development, processes, and systems. Design and implement treasury policies, procedures, and internal controls. Partner with senior leadership to align treasury strategy with the Company's overall financial and operational objectives. Corporate Capital Raising and Cash & Liquidity Management Key role in corporate-level capital raising activities, including debt facilities, corporate credit lines, and other financing structures to support growth. Develop and maintain strong relationships with financial institutions, lenders, and other funding partners. Monitor financial covenant compliance and ensure timely reporting to funding partners. Oversee daily cash management, forecasting, and liquidity planning. Ensure efficient utilization of cash resources and optimize intercompany cash flows. Implement treasury systems and reporting tools to provide transparency into cash and liquidity. Insurance & Risk Management Oversee the Company's insurance programs and strategy, including property, casualty, liability, and specialty coverages. Evaluate and manage risks to safeguard the Company's assets and operations. Negotiate insurance policies and ensure appropriate coverage and cost effectiveness. Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CTP designation strongly preferred. 10+ years of treasury, finance, or related experience, including demonstrated success in corporate capital raising and treasury operations. Experience establishing and leading a treasury function in a growth-oriented or asset-intensive industry preferred. Strong knowledge of cash management, financing structures, and insurance programs. Proven leadership ability with experience building and developing high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement Strong leadership skills with experience mentoring and advancing professional development of staff. Exceptional communication, negotiation, and relationship management skills. Success Defined Establishing a best-in-class treasury function that supports the Company's growth strategy. Ensuring adequate liquidity to fund operations and long-term initiatives. Successfully raising corporate capital on favorable terms. Implementing effective insurance and risk management programs. Building and leading a strong treasury team that delivers operational excellence. Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. For more about our Privacy Policy, visit: ***********************************

General Definition of Work Performs intermediate skilled administrative support work maintaining a variety of financial records, reports and documents, preparing required or requested fiscal reports, receiving, processing and receipting incoming monies, processing purchase requisitions, keeping accurate records of budget activity, verifying payroll records, securing substitute teachers, and related work as apparent or assigned. Work is performed under the limited supervision of the Principal. Qualification Requirements Combination of education and experience equivalent to graduation from a two year or community college with coursework in finance, business or accounting. PC skills required. Experience with Microsoft Word and Excel required. Special Requirements Notary Public Knowledge, Skills and Abilities Ability to operate all standard office equipment at a very good level of efficiency. Ability to read and follow rules, procedures, and instructions. Ability to work independently without close supervision. Ability to speak clearly. Good communication skills - written and oral. Ability to understand and follow written and oral directions. Ability to establish and maintain effective working relationships with associates and the general public. Working knowledge of office practices, basic bookkeeping, and basic accounting clerical methods, and ability to compile information based on general instructions. Salary Grade NC08 for this location Reports to Principal Essential Functions Prepares and maintains financial systems and records. Receives, receipts, accounts for, and deposits school funds. Prepares invoices for payment, checks for documentation, charges, discounts and approval. Maintains internal audit policies and procedures. Prepares purchase orders and checks for purchases made by school. Posts receipts and disbursements to school fund accounts. Prepares daily report of funds received and deposited as well as funds disbursed. Reconciles bank statements. Prepares a wide variety of accounting, fiscal, statistical and similar reports. Prepares for and assists with outside audits. Maintains financial records for instructional supply funds for all departments. Purchases supplies and maintains inventory. Prepares purchase orders for payment and verify coding. Prepares, submits, and maintains payroll information. Works with teachers on personnel issues, such as insurance, longevity, annual leave, sick leave, etc. Assists administrators in procurement and assignment of substitutes. Performs general clerical work as required. Performs other related tasks as required. Physical Requirements This work requires the occasional exertion of up to 25 pounds of force. Work regularly requires speaking or hearing, frequently requires standing, walking and sitting and occasionally requires using hands to finger, handle or feel, stooping, kneeling, crouching or crawling, reaching with hands and arms, lifting and repetitive motions. Work has standard vision requirements. Vocal communication is required for expressing or exchanging ideas by means of the spoken word and conveying detailed or important instructions to others accurately, loudly or quickly. Hearing is required to perceive information at normal spoken word levels and to receive detailed information through oral communications and/or to make fine distinctions in sound. Work requires preparing and analyzing written or computer data. Work has no exposure to environmental conditions. Work is generally in a moderately noisy location (e.g. business office, light traffic). Disclaimer The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.

AT A GLANCE RVO Health is seeking a Manager of FP&A to support financial planning and analysis for our Media business. You'll play a critical role in driving insights and supporting decision-making for a dynamic and fast-paced segment of the organization. Operating with confidence and precision, you'll develop financial models, analyze performance, and partner with cross-functional teams to optimize outcomes. This role is ideal for someone who thrives in a collaborative environment and is motivated by building processes and delivering actionable insights. You're in the right place if you have the ambition to make a real difference in the consumer experience of health care and are motivated by designing new processes and proactively building new things. Where You'll Be To prioritize togetherness, culture, and accountability, RVO Health operates on a hybrid in-office work schedule in our South Charlotte/ Fort Mill, SC office. 1101 Red Ventures Dr Fort Mill, SC 29707 What You'll Do Own FP&A for the Media business, providing financial insights, analysis, and recommendations to support business performance and strategic decision-making Develop and maintain financial models, forecasts, and budgets for the Media segment Partner with cross-functional teams to evaluate new initiatives, pricing strategies, and profitability within the Media business Perform variance analysis, identify trends, and deliver actionable insights to leadership Support monthly, quarterly, and annual financial reporting processes, ensuring accuracy and timeliness Monitor and manage the Media business's cost structure and financial performance, identifying opportunities for efficiency and optimization Stay informed on industry trends and market dynamics impacting the Media segment and provide proactive recommendations Collaborate with corporate finance on internal and external reporting and ad-hoc analysis What We're Looking For Bachelor's degree in Finance, Accounting, or related field; MBA or advanced degree preferred 4+ years of progressive experience in finance, with FP&A experience in the healthcare industry strongly preferred Strong analytical skills with proven ability to interpret financial data and provide insights Experience with budgeting, forecasting, and financial modeling Knowledge of accounting principles and financial reporting (EBIDAT) Excellent communication and presentation skills, with the ability to convey complex financial information to non-finance stakeholders Ability to work collaboratively in a fast-paced, dynamic environment Pursuant to various state Fair Pay Acts, below is a summary of compensation elements for this role at the company. The following benefits are provided by RVO Health, subject to eligibility requirements. Starting Salary: $100,000 - $140,000 *Note actual salary is based on geographic location, qualifications and experience Health Insurance Coverage (medical, dental, and vision) Life Insurance Short and Long-Term Disability Insurance Flexible Spending Accounts Paid Time Off Holiday Pay 401(k) with match Employee Assistance Program Paid Parental Bonding Benefit Program Who We Are: Founded in 2022, RVO Health is a new healthcare platform of digital media brands, services and technologies focused on building relationships with people throughout their health & wellness journey. We meet people where they are in their personal health journeys and connect them with both the information and the care they need. RVO Health was created by joining teams from both Red Ventures and UnitedHealth Group's Optum Health. Together we're focused on delivering on our vision of a stronger and healthier world. RVO Health is comprised of Healthline Media (Healthline, Medical News Today, Psych Central, Greatist and Bezzy), Healthgrades, FindCare and PlateJoy; Optum Perks, and the virtual coaching platforms Real Appeal, Wellness Coaching, and QuitForLife. We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program. RVO Health is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at RVO Health is based solely on a person's merit and qualifications. We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodations@rvohealth.com. We do not provide visa sponsorship at this time. #LI-Hybrid RVO Health Privacy Policy: ***********************************

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serve as administrator and data steward for CRC's FP&A applications and related processes. FINANCIAL SYSTEMS LEAD, FP&A The Financial Systems Lead will serve as the enterprise administrator and product owner for Workday Adaptive Planning and adjacent FP&A data flows. This individual will lead the design, governance, and optimization of the planning system and tools to support CRC Group budgeting, forecasting, and reporting processes. This person will ensure data integrity, system scalability, and user adoption. The ideal candidate combines a strong financial systems acumen with hands-on technical expertise and strong understanding of FP&A processes, enabling more efficient, automated, and insightful financial planning and analysis across the enterprise. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. System Ownership & Administration: Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture. Manage user access roles, and permissions in compliance with internal controls and governance standards. Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G/L, Workday HCM). Maintain and enhance the planning environment to support evolving business requirements. Financial Modeling & Architecture: Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies. Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning. Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions. Automation & Reporting: Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools. Drive automation of recurring processes (data uploads, consolidations, report distributions). Implement best practices for version control, data validation, and audit documentation. Governance, Training & Adoption: Create and maintain documentation for processes, data definitions, and model changes. Develop and deliver user training programs to promote adoption and consistent usage. Act as the point of contact for troubleshooting, issue resolution, and enhancement requests. Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives. Support audits by ensuring system documentation, data integrity, and compliance with audit requirements. Provide timely responses to audit inquiries and facilitate access to necessary financial system records. Continuous Improvement: Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial. Identify opportunities to streamline and standardize processes across business units. Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A. QUALIFICATIONS Required Qualifications: Bachelor's degree in Accounting, Finance, Information Systems, or related discipline is required; MBA or relevant professional certification (such as CPA, CMA, or CFA) is a plus. 5+ years in FP&A, financial systems administration, or related role. Strong working knowledge of ERP and planning systems (e.g. Workday Adaptive Planning, Anaplan, Oracle, SAP). Experience in system administration, data integration, and reporting optimization. Excellent communication skills and ability to translate business needs into system solutions. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. Strong analytical and problem-solving skills. Ability to work well with others in a dynamic, team-oriented environment. Advanced Microsoft Excel/VBA proficiency; general proficiency in other Microsoft Office applications. Location: This role is hybrid (3 days/week) in Uptown Charlotte, NC. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Our associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Position Summary: The primary purpose of this position is to oversee and direct all activities related to cash, end-to-end, i.e. store and non-store cash, including standardized reporting and trends on tenders. Lead a team to review program financial submissions and analytical deliverables to validate completeness and accuracy of the reported results. Partners closely with the business units, GSO Treasury and the Record to Report team to resolve any issues, leveraging key operating metrics to drive performance opportunities and in the development and implementation of internal accounting policies, procedures and controls. Our flexible/hybrid work schedule includes 3 in-person days at one of our core locations and 2 remote days. Our core office locations include Salisbury, NC or Carlisle, PA. Duties & Responsibilities: * Direct and oversee all activities related to cash end-to-end, i.e. store and non-store cash, including standardized reporting and trends on tenders ensuring compliance with accounting principles, practices and procedures to ensure accurate and timely financial information * Manage diverse new initiatives, especially in consumer electronic payments (i.e. Instacart EBT, DoorDash, Emerald (POS), Prism Food Lion, Prism Hannaford, Digital Wallet, and the upcoming Uber Eats initiative) * Develop and lead a cross-functional cash controlling committee to: * Align across all applicable functions, i.e. AP, AR, RTR * Develop and maintain strong partnerships with AP/AR NFR and Record to Report teams around IHC settlement actives, period close and managing accounting functions * Monitor Virtual Pay, In House Cash and AP processing error/impact and support cash flow projection process * Participate in the Global Focus Area (GFA) Payments Team in optimizing processes to unlock value and expand core payment capabilities * Responsible for building, maintaining and developing mutually beneficial partnerships with all Brands, GSO, 3rd party vendors, suppliers and/or agencies, as well as garnering strong relationships with cross functional teams, i.e. Finance Solutions, AP/AR Resale and NFR * Lead a comprehensive analysis of current cash management processes and procedures, identifying improvements to be implemented, streamlining and aligning AH and DA cash management processes, further enhancing organizational efficiency * Lead the development, maintenance, and control of end-to-end cash and consumer electronic payments processes across all legal entities and bank accounts, ensuring seamless operations while adhering to the highest standards of governance (over 137 bank accounts, 26 legal entities, over $58 billion in transaction value) * Develop and maintain robust relationships with all banking, fintech, and payments partners for fast resolution of issues, identifying identify opportunities for cost savings and innovation * Monitor and own all bank fees/rebates, maintain budgetary control, and proactively identify opportunities for cost savings * Own and review key controls of the function ensuring the integrity of financial and accounting information to promote accountability and prevent fraud * Responsible for approval of all changes related to cash and banking related processes (BMG, recons, Bwise, etc) * Drive successful performance of offshore team to ensure completion of all applicable activities on a timely basis and in compliance with SLAs through collaboration and appropriate communication Qualifications: * Bachelor's degree or equivalent in relevant discipline * 8+ years of experience in accounting (highly developed technical skills gained through thorough knowledge from increasingly difficult work/projects) * Strong excel skills * Strong communication skills (both written and verbal) and presentation skills * IFRS 16 * Strong influencing skills * Ability to multi-task * Customer-centric * Extensive knowledge of the Ahold Delhaize accounting processes * 15% travel Preferred Qualifications: * CPA preferred, not required Salary Range: $120,960 - $181,440 Actual compensation offered to a candidate may vary based on their unique qualifications and experience, internal equity, and market conditions. Final compensation decisions will be made in accordance with company policies and applicable laws. #LI-RC1 #LI-Hybrid At Ahold Delhaize USA, we provide services to one of the largest portfolios of grocery companies in the nation, and we're actively seeking top talent. Our team shares a common motivation to drive change, take ownership and enable our brands to better care for their customers. We thrive on supporting great local grocery brands and their strategies. Our associates are the heartbeat of our organization. We are committed to offering a welcoming work environment where all associates can succeed and thrive. Guided by our values of courage, care, teamwork, integrity (and even a little humor), we are dedicated to being a great place to work. We believe in collaboration, curiosity, and continuous learning in all that we think, create and do. While building a culture where personal and professional growth are just as important as business growth, we invest in our people, empowering them to learn, grow and deliver at all levels of the business.

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital. + Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance + Leads Medium to Large clients' financial/actuarial engagements + Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients + Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions + Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables + Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery + Builds relationships internally and collaborates effectively on cross-functional teams **Qualifications** + 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment + Proven ability to generate revenue + Track record of success in managing and growing client relationships + Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts + Proven ability to lead data analytic projects + Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital + Ability to leverage judgement and past experiences to predict which methods will work + Multiple years of experience across one or multiple client segments + An executive presence with polished and well developed written and oral communication skills + Superior ability to influence and collaborate with senior management and work across all levels of an organization + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Actuarial designation and current continuing education (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $140,000.00 - $225, 000.00 USD annually. This role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ ) + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital. * Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance * Leads Medium to Large clients' financial/actuarial engagements * Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients * Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions * Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables * Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery * Builds relationships internally and collaborates effectively on cross-functional teams Qualifications * 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment * Proven ability to generate revenue * Track record of success in managing and growing client relationships * Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts * Proven ability to lead data analytic projects * Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital * Ability to leverage judgement and past experiences to predict which methods will work * Multiple years of experience across one or multiple client segments * An executive presence with polished and well developed written and oral communication skills * Superior ability to influence and collaborate with senior management and work across all levels of an organization * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Actuarial designation and current continuing education (optional) Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified. Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $140,000.00 - $225, 000.00 USD annually. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serve as administrator and data steward for CRC's FP&A applications and related processes. FINANCIAL SYSTEMS LEAD, FP&A The Financial Systems Lead will serve as the enterprise administrator and product owner for Workday Adaptive Planning and adjacent FP&A data flows. This individual will lead the design, governance, and optimization of the planning system and tools to support CRC Group budgeting, forecasting, and reporting processes. This person will ensure data integrity, system scalability, and user adoption. The ideal candidate combines a strong financial systems acumen with hands-on technical expertise and strong understanding of FP&A processes, enabling more efficient, automated, and insightful financial planning and analysis across the enterprise. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. System Ownership & Administration: Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture. Manage user access roles, and permissions in compliance with internal controls and governance standards. Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G/L, Workday HCM). Maintain and enhance the planning environment to support evolving business requirements. Financial Modeling & Architecture: Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies. Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning. Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions. Automation & Reporting: Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools. Drive automation of recurring processes (data uploads, consolidations, report distributions). Implement best practices for version control, data validation, and audit documentation. Governance, Training & Adoption: Create and maintain documentation for processes, data definitions, and model changes. Develop and deliver user training programs to promote adoption and consistent usage. Act as the point of contact for troubleshooting, issue resolution, and enhancement requests. Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives. Support audits by ensuring system documentation, data integrity, and compliance with audit requirements. Provide timely responses to audit inquiries and facilitate access to necessary financial system records. Continuous Improvement: Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial. Identify opportunities to streamline and standardize processes across business units. Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A. QUALIFICATIONS Required Qualifications: Bachelor's degree in Accounting, Finance, Information Systems, or related discipline is required; MBA or relevant professional certification (such as CPA, CMA, or CFA) is a plus. 5+ years in FP&A, financial systems administration, or related role. Strong working knowledge of ERP and planning systems (e.g. Workday Adaptive Planning, Anaplan, Oracle, SAP). Experience in system administration, data integration, and reporting optimization. Excellent communication skills and ability to translate business needs into system solutions. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. Strong analytical and problem-solving skills. Ability to work well with others in a dynamic, team-oriented environment. Advanced Microsoft Excel/VBA proficiency; general proficiency in other Microsoft Office applications. Location: This role is hybrid (3 days/week) in Uptown Charlotte, NC. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions. The Director, Finance is responsible for providing strategic financial leadership, performance management, and long-term value creation across the Contract Logistics division. The Finance Director leads a team of Business Controllers and Plant Accountants, ensuring accurate financial reporting, forecasting, and strong collaboration with operations, commercial and others. Beyond financial leadership, this position plays a key role in shaping and sustaining a performance-driven, people-centered culture - one that promotes integrity, accountability and collaboration across all organization. KEY ACCOUNTABILITIES * Serve as trusted financial advisor to the Contract Logistics leadership team * Oversee monthly management reporting, variance analysis, and key performance metrics * Oversee the budgeting and forecasting process for the segment and region * Evaluate contract and site profitability, identifying cost-saving and margin-enhancement opportunities * Provide financial modeling and decision support for new business, renewals and pricing strategies. * Drive a culture of data-driven decision-making and accountability across finance and operations * Partner with operations to improve productivity, cost efficiency and working capital performance * Support continuous improvement and lean initiatives with strong financial insight * Ensure adherence to internal controls, corporate policies, and regulatory standards. Develop and implement if necessary. * Support financial audits and ensure integrity of reports * Lead, coach and develop a team of business controllers and plant accountants, fostering a 'one team' mindset across sites and functions to enable collaboration * Other duties as assigned QUALIFICATIONS, SKILLS & EXPERIENCE * Bachelor's degree in Finance, Accounting, Economics or related field (MBA preferred) * 10+ years of progressive finance experience, with at least 5 years in a leadership capacity * Experience with scaling business processes and operating in environments that have achieved significant scale ($1B+ revenue). Experience working in a high-growth logistics company preferred * Demonstrated success in helping build and sustain a positive, high-performance culture with nationwide or global reach in addition to being comfortable operating at both ends of spectrum: "rolling sleeves up" and leading * Strong knowledge of cost accounting, performance management, and commercial/operations finance * Excellent leadership, communication, and stakeholder management skills * Integrity, resilience, and adaptability in a fast-paced, evolving business environment Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future. Salary Range: $162,360 to 180,440 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. As part of our comprehensive benefits package, DP World offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. This position may be eligible for either short-term incentives or sales compensation. We're able to answer any additional questions you may have as you move through the selection process. ABOUT DP WORLD Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally. With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future. We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades. What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door. DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave. We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible. WE MAKE TRADE FLOW TO CHANGE WHAT'S POSSIBLE FOR EVERYONE. DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief. By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies. #LI-EY3 #LI-Hybrid

We are looking for a Financial Systems Lead to oversee and optimize financial planning systems and data flows within the organization. This role is pivotal in ensuring the integrity, scalability, and efficient use of the financial planning tool to support budgeting, forecasting, and reporting activities. Responsibilities: - Act as the primary administrator and product owner for Workday Adaptive Planning, managing system architecture, metadata, and security configurations. - Oversee user roles and permissions to ensure compliance with governance standards and internal controls. - Manage integration and data flows between Adaptive Planning and source systems, such as Workday General Ledger. - Collaborate with FP& A leadership to refine financial models, hierarchies, and planning assumptions. - Design and maintain forecasting, scenario planning, and long-range financial models. - Enhance reporting capabilities using Adaptive Planning and other business intelligence tools. - Automate recurring processes, including data uploads, consolidations, and report distributions. - Develop and implement best practices for data validation, version control, and audit documentation. - Create user training programs and maintain detailed documentation to drive system adoption and consistency. - Evaluate new features and updates within Workday Adaptive Planning, recommending beneficial enhancements. Requirements - Bachelor's degree in Accounting, Finance, Information Systems, or a related field; relevant certifications are a plus. - At least 5 years of experience in FP& A, financial systems administration, or a similar role. - Strong knowledge of financial planning systems such as Workday Adaptive Planning, Anaplan, or Oracle. - Proficiency in system administration, data integration, and optimizing reporting functionalities. - Excellent communication skills with the ability to translate business needs into technical solutions. - Independent problem-solving skills and the ability to manage tasks with minimal supervision. - Advanced proficiency in Microsoft Excel and familiarity with other Microsoft Office tools. - Proven ability to work effectively in a collaborative, team-oriented environment. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st Shift (United States of America) **Please review the following job description:** Serve as administrator and data steward for CRC's FP&A applications and related processes. **FINANCIAL SYSTEMS LEAD, FP&A** The Financial Systems Lead will serve as the enterprise administrator and product owner for Workday Adaptive Planning and adjacent FP&A data flows. This individual will lead the design, governance, and optimization of the planning system and tools to support CRC Group budgeting, forecasting, and reporting processes. This person will ensure data integrity, system scalability, and user adoption. The ideal candidate combines a strong financial systems acumen with hands-on technical expertise and strong understanding of FP&A processes, enabling more efficient, automated, and insightful financial planning and analysis across the enterprise. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. + **System Ownership & Administration:** + Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture. + Manage user access roles, and permissions in compliance with internal controls and governance standards. + Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G/L, Workday HCM). + Maintain and enhance the planning environment to support evolving business requirements. + **Financial Modeling & Architecture:** + Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies. + Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning. + Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions. + **Automation & Reporting** : + Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools. + Drive automation of recurring processes (data uploads, consolidations, report distributions). + Implement best practices for version control, data validation, and audit documentation. + **Governance, Training & Adoption:** + Create and maintain documentation for processes, data definitions, and model changes. + Develop and deliver user training programs to promote adoption and consistent usage. + Act as the point of contact for troubleshooting, issue resolution, and enhancement requests. + Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives. + Support audits by ensuring system documentation, data integrity, and compliance with audit requirements. Provide timely responses to audit inquiries and facilitate access to necessary financial system records. + **Continuous Improvement:** + Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial. + Identify opportunities to streamline and standardize processes across business units. + Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A. **QUALIFICATIONS** **Required Qualifications:** + Bachelor's degree in Accounting, Finance, Information Systems, or related discipline is required; MBA or relevant professional certification (such as CPA, CMA, or CFA) is a plus. + 5+ years in FP&A, financial systems administration, or related role. + Strong working knowledge of ERP and planning systems (e.g. Workday Adaptive Planning, Anaplan, Oracle, SAP). + Experience in system administration, data integration, and reporting optimization. + Excellent communication skills and ability to translate business needs into system solutions. + Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. + Strong analytical and problem-solving skills. + Ability to work well with others in a dynamic, team-oriented environment. + Advanced Microsoft Excel/VBA proficiency; general proficiency in other Microsoft Office applications. Location: This role is hybrid (3 days/week) in Uptown Charlotte, NC. **General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. **_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf) Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence. Why CRC Group? - Growth: Advance your career with our learning and leadership development programs. - Innovation: Work in a forward-thinking environment that values new ideas. - Community: Be part of a supportive team that celebrates success together. - Benefits: Enjoy competitive compensation, health benefits, and retirement plans. Who We're Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.

About this role: Wells Fargo is seeking a highly experienced professional to lead trade finance origination and advisory for the US & Canada market, aligned with the Corporate & Investment Banking (CIB) strategy. This role combines deep product expertise with strong sales origination capabilities to drive growth, deliver tailored solutions, and strengthen client relationships across the market. In this role, you will: Drive proactive origination of trade finance opportunities by identifying new prospects and initiating client engagement strategies. Develop and execute targeted sales plans to expand market share in US & Canada, leveraging industry insights and competitive positioning. Lead client pitch processes, including preparation of tailored proposals and presentations to senior decision-makers. Maintain a robust pipeline of trade finance transactions, ensuring consistent conversion of opportunities into revenue. Collaborate with coverage and product partners to deliver integrated solutions that meet client needs and maximize wallet share. Provide trade product expertise and act as an advisor to senior leadership to develop the business in line with the CIB strategy Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies Serve as a mentor for less experienced team members Required Qualifications: 7+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired qualifications: Proven track record in sales origination within trade finance or related credit products, demonstrating ability to source and close complex deals Strong knowledge of trade products and track record in structuring, proposing and executing transactions Strong negotiation and influencing skills, with experience in managing senior-level client relationships Ability to identify market trends and client needs, translating insights into actionable business development strategies Experience in building strategic partnerships with financial institutions and corporates to drive growth Service and client experience orientated; Understands internal and/or external client/customer perspectives and demonstrates responsiveness to client/customer needs. Provides timely and high-quality service to promote client/customer success. Can demonstrate success in building positive client relationships and network with Financial Institutions in the region Collaborative working style, with the ability to work independently and as part of a global sales team with business partners and support functions Executes with a focus on outcomes and sustainable value by taking ownership of responsibilities, decisions, and actions, in alignment with the business strategy and Wells Fargo risk appetite Strong risk mindset and understanding of product specific and general business requirements, laws, or regulatory landscape Job Expectation: Travel up to 60% This position offers a hybrid work schedule Willingness to work on-site at stated location on the job opening. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 27 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.