Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 13d ago
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Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 17d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Remote job
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
Provide analytics necessary to help business leaders manager their business units efficiently.
Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
BS/BA degree in Finance/Accounting required.
1 to 3 years of experience in Financial Planning and Analysis.
Strong organizational and decision-making skills.
Exceptional interpersonal/communication and business partnering skills.
Responsibilities
Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
Participate in monthly, quarterly, and yearly budget and forecast development.
Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
Produce ad hoc analysis and reports for executive management team.
Analyze business opportunities, research industry, market and company trends.
Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
Participate in the monthly quarterly and quarterly financial close process.
Perform all other duties assigned.
Qualifications
BS/BA degree in Finance/Accounting
1-3 Years of experience in a Financial Planning & Analysis or related role.
Experience in Financial Services preferred.
MS Office Suite; advanced understanding of Excel and modeling (required).
Experience working with large datasets is a plus.
Oracle GL or similar accounting GL understanding.
Experience with a financial reporting tool.
BI experience is a plus (Power BI, SQL, etc.)
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$62k-90k yearly est. Auto-Apply 51d ago
Senior Treasury Manager - Fuze Health
Fuze Health 4.7
Remote job
At Fuze Health, we put patients first and tirelessly address the most pressing needs in healthcare. We empower millions to digitally connect with care providers, essential health resources and needed treatments - and enable care providers, employers, health plans and life sciences companies to meaningfully enhance quality, outcomes and value. We are dedicated to helping our partners evolve and modernize to meet emerging patient and marketplace needs.
Fuze Health's foundation is built upon the strategic combination of several proven, technology-powered innovators in the digital health, diagnostics, and pharmacy sectors. Our growing portfolio brings together the capabilities of industry leaders including LetsGetChecked, Truepill, and Alto Pharmacy, to create a distinctive, unified force in healthcare. Together, we have the shared vision, advanced capabilities and talented teams to deliver next-generation solutions that patients and healthcare partners need today and into the future.
Senior Treasury Manager
Reporting to the Head of Treasury, Tax and M&A, we are seeking a detail-oriented, analytical and proactive Senior Treasury Manager to join our finance team.
The Senior Treasury Manager will be responsible for managing the company's cash flow, liquidity, and financial risk, ensuring optimal cash management, and supporting the overall treasury function. You will play a critical role in integrating the treasury operations of our newly combined enterprise (Fuze Services, FuzeRx, and FuzeTechnologies). This role involves regular reporting, forecasting, and maintaining banking relationships to ensure that financial obligations are met efficiently and accurately, while driving the strategic unification of our global banking structure.
Key Responsibilities
Cash Management & Liquidity:
Monitor daily cash balances and ensure adequate liquidity to meet the company's operational needs across all business pillars.
Forecast daily, weekly, and monthly cash requirements feeding into 13 week cash flow forecasting, working capital, and other liquidity needs.
Analyze cash flow patterns and work closely with other departments to anticipate cash needs and optimize working capital.
Process cash transfers and monitor short-term borrowings, managing intercompany funding between the parent company and subsidiaries.
Review bank statements and perform daily cash reconciliation.
Support in preparing and reviewing monthly and quarterly liquidity reports for senior leadership and the Board.
Banking Relationships & M&A Integration:
Liaise with banks to manage and optimize the company's banking relationships, serving as the primary point of contact.
Negotiate terms for banking services and credit facilities to ensure cost-effectiveness and operational efficiency.
Coordinate the setup of new bank accounts or other related banking services.
Lead the strategic integration and rationalization of banking partners and account structures following the merger of our diverse portfolio of acquired companies.
Risk Management & Strategy:
Help identify and mitigate financial risks, including currency exposure, interest rate risk, and counterparty risk.
Assist in managing the company's short-term borrowing and investment strategies.
Assist in implementing and maintaining risk management policies and procedures (e.g., FX hedging, Investment Policy).
Ensure compliance with company policies, internal controls, monthly banking covenants and regulatory requirements.
Systems, Process & Reporting:
Prepare cash flow forecasts, liquidity reports, and other treasury-related reports for senior management.
Monitor and maintain key performance indicators (KPIs) for treasury operations.
Contribute to the development and enhancement of treasury processes and systems, specifically driving the consolidation of treasury operations post-merger.
Support the integration of treasury management software and other financial systems (e.g., TMS implementation).
Participate in automation initiatives and improve data accuracy and reporting efficiency.
Requirements
Bachelor's degree in Finance, Accounting, Economics, or related field.
Minimum of 5 - 10 years of experience in treasury, finance, or accounting.
Minimum 5 years recent experience in Treasury.
Experience in cash management, bank relationship management, or financial analysis is preferred.
A professional certification (e.g., ACT, CFA, or CTP) is a plus but not required.
Strong understanding of financial analysis, cash flow management, and treasury operations.
Proficiency in Microsoft Excel and financial modeling.
Experience with treasury management systems (e.g SAP or others).
Proven track record of integrating banking structures or treasury processes following a merger or acquisition (M&A experience) is highly desirable.
Strong communication skills and ability to work cross-functionally.
Ability to work under pressure and meet deadlines.
Benefits:
The compensation range for this position is $140,000-$175,000, in addition we offer a range of benefits including:
Full-time employee benefits include: dental, vision, and multiple group medical plans to choose from, a 401(k) retirement savings plan, group life insurance, (AD&D) insurance, flexible spending account (FSA) and health savings account (HSA), commuter benefits, employer-paid short-term (STD) and long-term disability (LTD) insurance, and additional supplemental insurance plans (spouse life insurance, legal insurance, an employee assistance program, home health testing kits, and a fertility medication discount program). Employees are also provided flexible vacation time, accrued paid sick time, 10 paid holidays, (2 floating holidays for full time non-exempt employees) , and up to 16 weeks of paid parental leave for a birthing parent, and up to 8 weeks of paid bonding leave for non-birthing parents, and up to 12 weeks of family caregiver leave, including 4 paid, to support care for a family member, and a Lifestyle Spending Account allowance each month.
#LI-IF1 #LI-Remote
At Fuze Health, we are committed to fostering an inclusive environment that celebrates diversity in all its forms. We believe that the diversity of thought, background, and experience strengthens our teams and drives innovation. We are an equal-opportunity employer and do not discriminate on the basis of race, ethnicity, religion, color, place of birth, sex, gender identity or expression, sexual orientation, age, marital status, military service status, or disability status. Our goal is to ensure that everyone feels valued and empowered to thrive.
Fuze Corporate Inc. and its subsidiaries respects your privacy and is committed to protecting your personal information. Please read our Candidate Privacy Notice which explains how we collect, use, disclose, and protect personal information about job applicants during the recruitment and hiring process.
$140k-175k yearly Auto-Apply 2d ago
Senior Treasury Manager
Ecoatm | Gazelle
Remote job
(Who are we? Why should you join us?)
At eco ATM the proof of our success is in our staggering growth, extraordinary impact on protecting the planet, and providing a work culture unlike any other. We are a technology company and a pioneer of device re-commerce. Through our 6500+ automated kiosks and online marketplace Gazelle.com, we enable people all over the world to join the mobile device re-use revolution, a revolution that will get billions of used smartphones out of the e-waste cycle and into the hands of people who don't have affordable access to the empowerment of the latest mobile technology.
At eco ATM we know our employees are our greatest strength and the key to our continued growth and success. When you join our team, you will enjoy more than just a job, you will be empowered to develop and utilize your unique talents and skills to build a rewarding career while making a lasting, positive impact on the planet.
Our Values and Leadership Behaviors
About the role
The Senior Treasury Manager oversees all aspects of the company's cash management and treasury operations, ensuring liquidity needs are met in the most efficient and effective manner. This role manages cash flow-including forecasting and kiosk reconciliation-maintains strong relationships with banking partners, and ensures compliance with credit agreements, treasury policies, and relevant regulations.
Reporting directly to the CFO, the Senior Treasury Manager serves as a subject matter expert and strategic partner, advising cross-functional teams, supporting capital markets activity, and strengthening treasury governance and risk management practices.
Key Responsibilities
Liquidity & Borrowing
Manage daily cash positions, liquidity, and credit facility borrowing to support company disbursements.
Monitor operational cash flow volatility, deposits, and debt service costs.
Develop and present short- and long-term cash forecasts to senior leadership.
Payments, Controls & Governance
Oversee execution and security controls for ACH, wire, and FX transactions.
Maintain and enhance treasury policies, internal controls, and compliance with regulations and credit agreements.
Ensure proper governance over cash, FX, debt, and related financial reporting.
Risk Management
Monitor financial risks, including interest rate, FX, and counterparty exposures.
Recommend and execute hedging or risk mitigation strategies when appropriate.
Capital Markets & Financing
Provide analytical and execution support for financing transactions, refinancing, and capital structure initiatives.
Support CFO with treasury input for lender communications, board materials, and investor presentations.
Banking & Treasury Infrastructure
Manage banking relationships, optimize banking architecture, and negotiate services and fees.
Implement and maintain treasury management systems, ERP integrations, and online banking access/controls.
Invest idle cash per investment policy to maximize returns while safeguarding liquidity.
Cross-Functional Support
Partner with Accounting, FP&A, and Tax on covenant compliance, debt reporting, and reconciliations (e.g., Excess Cash Flow).
Provide treasury services to business units and employees, including cash vault and credit card programs.
Technology & Process Automation
Lead system implementations and enhancements to improve efficiency and data integrity.
Drive automation of treasury workflows and reporting in partnership with IT.
Leadership & Special Projects
Provide direction to treasury staff or outsourced partners, fostering a culture of continuous improvement.
Lead vendor relationships, including credit card processing partners.
Contribute to special projects and ad hoc analyses as assigned.
Education & Experience
Bachelor's degree in Finance, Accounting, or related field required.
8+ years of experience in corporate treasury, cash management, or banking.
CTP certification (or equivalent) strongly preferred.
Demonstrated knowledge of treasury policies, credit agreements, and cash forecasting.
Experience with treasury workstations, ERP integrations, and straight-through processing.
Corporate credit management experience, including oversight of corporate card programs and related controls.
Prior exposure to capital markets transactions or debt financing a plus.
Knowledge, Skills & Abilities
Excellent organizational and time-management skills.
Strong communication and interpersonal abilities; able to influence across functions and with external partners.
Proven ability to identify, assess, and mitigate financial risks.
Skilled at building consensus and managing multiple stakeholder priorities.
Advanced proficiency in Microsoft Excel and PowerPoint; strong data and presentation skills.
Continuous improvement mindset with focus on automation, efficiency, and control.
Location
Remote
Pay Range (How much might you earn in your base salary?) $135,000 - $145,000 This position is also be eligible for short-term and long-term incentives based on individual and company performance.
Base pay offered may vary depending on job-related knowledge, skills, and experience. This information is provided per CA SB 1162 (“CA Pay Transparency Law”). Base pay information is based on market location. Learn more about eco ATM benefits here.
This position may also be eligible for short-term and long-term incentives based on individual and company performance.
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
Here at eco ATM/Gazelle we value diversity & belonging and are proud to be an Equal Employment Opportunity employer. All applicants are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic, and are fairly and equitably compensated based on current market data. If you need assistance, or an accommodation, please let your recruiter know.
$135k-145k yearly Auto-Apply 60d+ ago
Treasury Manager (Remote)
Patriot Growth Insurance Services and Partner Agencies 4.3
Remote job
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: The Treasury Manager oversees day-to-day and period-end treasury activities, including cash flow forecasting, banking relationships, and liquidity management. This role partners closely with the VP of Treasury to support treasury strategy, improve cash management processes, and ensure the protection and efficient use of company cash assets.
Work Location: This is a full-time, fully remote position.
Professional Responsibilities:
Manage daily, short-term, and long-term cash forecasting and liquidity needs.
Oversee cash management operations and support daily settlement and close activities.
Maintain and strengthen relationships with banks, lenders, and financial partners.
Support bank account setup, maintenance, documentation (KYC/AML), and system access controls.
Implement treasury projects, banking tools, and technologies to improve efficiency.
Assist with bank fee analysis, negotiations, and risk assessments.
Provide treasury support for M&A activities and internal stakeholders as needed.
Prepare and present cash and liquidity reports to senior leadership.
Ensure compliance with financial policies, controls, and audit requirements.
Support financial risk management initiatives, including liquidity and banking risk.
Collaborate with Finance, Legal, Accounting, IT, and Operations on treasury-related matters.
Provide guidance and oversight to the Treasury Cash Manager.
Qualifications and Requirements:
Bachelor s degree in Finance, Accounting, Business Administration, or related field (preferred).
8-10+ years of experience in Treasury, Banking, or Cash Management.
Strong knowledge of cash management products, payment systems, and banking operations.
Experience with treasury systems, ERPs, and financial technology platforms.
Familiarity with U.S. and international payment processes.
Strong analytical, organizational, and communication skills.
Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
Company Paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Salary Range: A starting base salary in the $110,000 - $120,000 range, depending on the candidate s experience.
*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy:
Patriot's EEO and DEI Policy
.
$110k-120k yearly 9d ago
Global Head of Treasury
Omnissa
Remote job
We are Omnissa!
Omnissa is the first AI-driven digital work platform, designed to support flexible, secure, work-from-anywhere experiences. We integrate industry-leading solutions including Unified Endpoint Management, Virtual Apps and Desktops, Digital Employee Experience, and Security & Compliance-into a seamless, autonomous workspace that adapts to how people work. Our platform enhances employee engagement while optimizing IT operations, security, and costs.
Guided by our Core Values-Act in Alignment, Build Trust, Foster Inclusiveness, Drive Efficiency, and Maximize Customer Value-we are growing rapidly and committed to delivering meaningful impact. If you're passionate about shaping the future of work, we'd love to hear from you.
What is the opportunity?
As the Global Head of Treasury at Omnissa, you will lead the company's treasury functions, overseeing cash management, risk mitigation, investment strategy, and insurance programs. You will partner closely with senior leadership to develop financial strategies that support business growth while safeguarding the organization's financial health. This is a unique opportunity to drive strategic initiatives at a global scale while optimizing operational effectiveness and risk management practices.
What you'll do:
Oversee the management of the organization's cash flow, ensuring sufficient funds are available to meet financial obligations, optimizing cash balances, and investing surplus funds.
Direct day-to-day treasury operations including banking relationships, cash management, liquidity management, debt management, and letters of credit/guarantees.
Identify and assess financial risks such as foreign exchange risk, liquidity risk, and interest rate fluctuations; develop and implement risk mitigation strategies.
Manage foreign currency movements and assess risks associated with repatriation of funds.
Oversee investment activities to maximize returns while maintaining acceptable risk levels; monitor investment performance and make recommendations.
Manage Corporate insurance programs with our brokers (e.g. D&O, E&O, Cyber, Property, casualty, workers comp) including annual renewals; maintaining current insurance certificates and delivery to third parties as required; collaboration with departments to understand risk management needs.
Support syndication and maintenance of credit facilities.
Provide financial analysis and strategic advice to senior management, assessing the financial impact of projects and investments.
Build and maintain positive relationships with banks, financial institutions, auditors, and regulatory bodies; represent the organization in financial matters.
Stay informed about financial industry trends, regulations, and best practices; identify and implement process improvements to enhance financial efficiency and effectiveness.
What will you bring to Omnissa?
6-8 years of experience in cash management, treasury, and insurance risk management.
Experience in a leadership role with increasing levels of responsibility in management and business operations support.
Proven ability to build and manage high-performing teams.
Strong financial capabilities including skills to create and utilize complex financial models.
Deep understanding of financial instruments, hedging, and market dynamics.
Proficiency in Excel, PowerPoint, and Word; strong knowledge of cash management products, eBanking portals, and treasury management systems.
Strong analytical skills with attention to detail and accuracy.
Ability to work independently and collaboratively in a team environment.
Effective communication and presentation skills.
Location: Remote, United States
(Eastern or Central time zone location)
Location Type: Remote or Hybrid (location dependent)
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field is required. An advanced degree such as an MBA or a CPA designation is preferred.
The typical base salary range for this role across the U.S. is USD $169,500 - $282,500 per year. This role may also be eligible for benefits and additional compensation, such as commission, bonuses, and equity.
Omnissa is an Equal Employment Opportunity company and Prohibits Discrimination and Harassment of Any Kind:
Omnissa is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Omnissa are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Omnissa will not tolerate discrimination or harassment based on any of these characteristics. Omnissa welcomes applicants of all ages. Omnissa will provide reasonable accommodations to applicants and employees who have protected disabilities consistent with local law.
This job requisition is not eligible for employment-based immigration sponsorship by Omnissa.
$91k-132k yearly est. Auto-Apply 40d ago
Head of Treasury Strategies
Falconx 4.0
Remote job
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes.
The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential.
Key Responsibilities:
Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice)
Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails.
Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital.
Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations.
Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities.
Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs.
Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations.
Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations.
Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk.
Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation.
Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows.
Qualifications:
15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred.
Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure.
Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred.
Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred.
Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously.
Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients.
The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
$84k-124k yearly est. Auto-Apply 24d ago
Financial Analyst, Sales
Stitch Fix 4.5
Remote job
, Inc.
Stitch Fix (NASDAQ: SFIX) is the leading online personal styling service that helps people discover the styles they will love that fit perfectly so they always look - and feel - their best. Few things are more personal than getting dressed, but finding clothing that fits and looks great can be a challenge. Stitch Fix solves that problem. By pairing expert stylists with best-in-class AI and recommendation algorithms, the company leverages its assortment of exclusive and national brands to meet each client's individual tastes and needs, making it convenient for clients to express their personal style without having to spend hours in stores or sifting through endless choices online. Stitch Fix, which was founded in 2011, is headquartered in San Francisco.
About the Team
The Stitch Fix Finance team enables our clients to be their best self. We broadly define our clients as customers, business partners and shareholders. We drive value through business partner support, insightful analysis and financial integrity. We are looking for bright and kind individuals who are motivated by challenge, succeed in fast-paced environments and thrive in building and improving processes to scale the business to the next level.
About the Role
As a member of the Sales Finance team, you will be providing insights into Stitch Fix's business using financial models built on strong relationships. We engage directly with both senior management and front-line operators to understand the drivers of Stitch Fix's business, and how to optimize revenue and scale effectively. You will be empowered with visibility to the entire organization, which provides a unique opportunity to develop insights that will meaningfully impact our business. The successful candidate will be a team player who possesses strong analytical skills and enjoys solving complex business problems.
You're excited about this opportunity because you will…
Build reports, financial models, and processes to support financial planning and analysis for the Sales Finance team.
Analyze financial results, understand key trends, assess current and future business risks and opportunities, and communicate insights.
Manage and track financial performance against annual budget, seasonal financial plans, and key performance indicators.
Build strong partnerships with Finance, Merchandising, Operations, and teams across the company to develop annual, quarterly, and monthly budgets and forecasts.
Conduct ad-hoc analysis and scenario modeling at the request of management business partners to aid in decision-making.
Analyze large volumes of financial and customer data to develop key insights and present findings to leadership.
Prepare weekly, monthly, and quarterly reports to be utilized in monthly close and management meetings.
Assist in month-end close reconciliation of variances between actuals and forecast.
Assist in ongoing reconciliations of variances across enterprise planning systems, forecast models, and metric databases.
We're excited about you because…
You have a Bachelor's degree and 1 to 3 years of experience in corporate finance, private equity, investment banking or wealth management experience.
You have superior spreadsheet skills (Experience with Google tools helpful), including financial modeling, and have experience creating effective presentation slide decks.
You have experience with leveraging AI-powered tools to enhance financial analysis, forecasting, and decision-making.
You possess strong analytical, troubleshooting, problem-solving, and project management skills.
You have experience with Anaplan, Essbase, Looker and/or similar planning/reporting and data visualization tools.
You're able to identify opportunities for business improvement and take initiative to drive necessary changes.
You have exceptional communication and interpersonal skills with proven success partnering and collaborating across a wide spectrum of functions.
You work well in a demanding, fast-paced environment and can manage competing priorities.
You're highly self-motivated, you have a stellar work ethic and you're looking for the right company to support your growth potential.
Why you'll love working at Stitch Fix...
We are a group of bright, kind people who are motivated by challenge. We value integrity, innovation and trust. You'll bring these characteristics to life in everything you do at Stitch Fix.
We cultivate a community of diverse perspectives- all voices are heard and valued.
We are an innovative company and leverage our strengths in fashion and tech to disrupt the future of retail.
We win as a team, commit to our work, and celebrate grit together because we value strong relationships.
We boldly create the future while keeping equity and sustainability at the center of all that we do.
We are the owners of our work and are energized by solving problems through a growth mindset lens. We think broadly and creatively through every situation to create meaningful impact.
We offer comprehensive compensation packages and inclusive health and wellness benefits.
Compensation and Benefits
This role will receive a competitive salary and benefits. The salary for US-based employees hired into this role will be aligned with the range below, which includes our three geographic areas. A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, location, and performance. In addition, the position is eligible for medical, dental, vision, and other benefits. Applicants should apply via our internal or external careers site.
Salary Range$60,800-$101,000 USD
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Please review Stitch Fix's US Applicant Privacy Policy and Notice at Collection here: ****************************************************************
Recruiting Fraud Alert:
To all candidates: your personal information and online safety are top of mind for us. At Stitch Fix, recruiters only direct candidates to apply through our official career pages at ************************************** or **************************************
Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from Stitch Fix, please email *********************.
You can read more about Recruiting Scam Awareness on our FAQ page here: ***************************************************************************************
$60.8k-101k yearly Auto-Apply 1d ago
Treasury Manager
Ark Hospitality
Remote job
Job Description
We're looking for a passionate, detail-oriented financial expert with strong leadership skills to be our hotel's next Treasury Manager with hotel transitions responsibilities. The Treasury Manager is responsible for overseeing the company's cash management, banking relationships, liquidity planning, and treasury operations across multiple hotel properties.
This role ensures optimal use of cash resources, strong internal controls, and accurate financial reporting to support the company's growth and operational needs. The Treasury Manager partners closely with Finance, Accounting, Operations, and Property Leadership teams to maintain financial stability and support strategic initiatives. Apply now if you are looking for an exciting new role in Treasury and Hotel Transitions! Come join our ARK, which is growing quickly!
Compensation:
$65,000 - $80,000 yearly
Responsibilities:
Analyze all statements, balance sheets, income, and expense accounts to guarantee accuracy and recommend adjustments that would increase profitability
Support the daily accounting operations with the creation of monthly forecasts and annual budgets
Assess a list of daily revenue activity to ensure accountability, balance general ledger accounts, and fix any discrepancies or problematic accounts
Execute payroll audits monthly and provide paychecks to all employees
Effectively monitor and track all accounts receivable, while also creating and controlling accounts payable invoicing
Cash & Liquidity Management
Monitor daily cash positions across corporate and property bank accounts
Forecast short- and long-term cash needs, including seasonal hospitality fluctuations
Optimize cash availability to support payroll, capital projects, and operating expenses
Manage intercompany cash movements and pooling structures where applicable
Treasury Operations
Oversee banking administration, including account setup, access controls, and signers
Manage merchant services and payment processing programs for properties
Ensure timely and accurate processing of wires, ACH, and credit card settlements
Maintain treasury systems and automate workflows where possible
Banking & Relationships
Serve as the primary contact with banks and financial service providers
Negotiate banking and merchant services fees
Risk Management & Compliance
Implement and monitor internal controls over cash activities
Safeguard assets and ensure fraud prevention measures are in place
Ensure compliance with corporate policies and relevant regulations
Support audits and provide treasury-related documentation
Hotel Transitions
Assist with onboarding and offboarding properties pertaining to treasury functions
Ensure all Hotel Management Agreement pricing is collected per the terms
Qualifications:
Education & Experience
Bachelor's degree in Finance, Accounting, Business, or related field required
3+ years of treasury, corporate finance, or banking experience
Hospitality or multi-unit / multi-property industry experience strongly preferred
Skills & Competencies
Strong understanding of cash management, credit facilities, and treasury systems
Advanced Excel and financial modeling capabilities
Experience with ERP and treasury management software preferred; M3 is a plus
Strong analytical, problem-solving, and communication skills
High attention to detail and strong integrity
Ability to work in a fast-paced, service-oriented environment
Work Environment
Corporate office setting with collaboration across property and corporate teams twice per week
Remote work is offered three times per week
About Company
What We Offer:
Competitive salary
Paid time off and company holidays
Benefits - health, dental, vision, 401(k), discounts on hotel stays, and a payday advance via ZayZoon.
Career development and advancement opportunities within a growing portfolio
You will be part of a culture where relationships come first, collaboration is the standard, and results matter
You'll have the autonomy to lead, the support of an experienced regional leadership team, and the opportunity to grow your career in a rapidly expanding organization
Every day, you will positively impact your hotels, your teams, our owners, and the communities we serve
At ARK Hospitality, our vision is to positively impact, and our mission is to raise the bar on what relationships, reputation, and returns mean in hospitality. We are passionate about owner results with proven systems, talent, and intentional culture to fuel optimal outcomes. Get on board with all things ARK!
$65k-80k yearly 5d ago
Senior Investment Analyst
Legalist
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
$82k-143k yearly est. Auto-Apply 10d ago
Financial Analyst
Benesch Law 4.5
Remote job
Who We Are
At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at **************************
Working with Us - Come and "Be Benesch!"
We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.
Want to know more? To hear from some of our team, click here: *********************************************
Benesch is proud to announce the opening for a Financial Analyst in our Cleveland office! This position is hybrid and has work from home flexibility.
Position Summary:
Do you enjoyed preparing budgets, forecasting, financial reporting? Is figuring out the puzzle by performing analysis something you see as a challenge? Do you see ad-hoc reporting as an exciting twist to your day? Then the Financial Analyst position may be what you're looking for! This position is for the experienced financial professional who loves all things Excel and brings their forte of modeling and benchmarking to the table!
The Financial Analyst is responsible for preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting. The position collaborates with firm leaders to deliver insights, perform detailed analyses, and assist with benchmarking and predictive modeling to guide decision-making and improve overall performance.
Essential Functions:
Develops, maintains, and assists in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations.
Performs detailed analyses to review firm performance across key metrics and identifies areas for improvement.
Processes, cleans, and validates data to support predictive analysis and data modeling for future planning and forecasting.
Identifies and assesses current performance across all practice groups and departments, comparing results to historical trends.
Supports strategic initiatives by providing timely and accurate financial reports and actionable insights.
Collaborates with other departments to analyze evolving business needs.
Serves as a vital resource for practice group leaders, department heads, and senior staff, addressing a variety of financial and analytical needs.
Conducts ad-hoc analyses to deliver in-depth information as required by internal and external clients.
Assists with the firm's budgeting and forecasting process, ensuring proposals are complete, accurate, and compliant with budgeting guidelines.
Creates and analyzes summary budget reports to determine performance versus the firm's budget and forecast.
Reviews general ledger details and compares with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.
Prepares and assists in the preparation of external benchmarking surveys to evaluate the firm's performance in comparison with industry peers.
Qualifications:
The Financial Analyst must hold a bachelor's degree in Finance, Accounting, or Business Administration, along with 2-4 years of relevant experience in data analysis or accounting. A demonstrated advanced proficiency in Microsoft Excel, including expertise with pivot tables, lookups, advanced formulas, and data manipulation is required. Experience in financial analysis, modeling, budgeting, and financial statement preparation is strongly preferred. Exceptional attention to detail, critical thinking, and problem-solving abilities, as well as strong written and verbal communication skills is essential. The Financial Analyst must be a quick learner who can effectively prioritize tasks and perform under tight deadlines, demonstrate excellent organizational skills, and work well both independently and as part of a team. A commitment to providing outstanding customer service is essential.
The salary range for this position is $87K to $107K.
Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full-time positions are eligible for a discretionary bonus and a comprehensive benefits package.
Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at ************ or email at **********************.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$87k-107k yearly 15d ago
FP&A Revenue Analyst
Tanger Management
Remote job
About the Company
At Tanger, our mission is to create shopping destinations that entertain, inspire, and bring our communities together. Guided by our vision to lead the evolution of shopping, we've spent over four decades innovating the retail experience as a premier owner and operator of outlet and open-air centers.
We live our values every day: we lead with integrity, foster inclusion, and embrace innovation to drive meaningful change. These principles come to life through our actions-we build trust, challenge the status quo, win together, and continuously push boundaries to deliver exceptional value and experiences to make it happen.
Tanger team members are our most important asset, and we're proud to offer an environment where everyone is welcomed, respected, heard, supported, and able to thrive. Our emphasis on relationships, employee growth, and exciting career opportunities sets us apart. And our spirit of innovation, expertise, and relentless pursuit of excellence brings us together.
About the Role
In our continued mission to create shopping destinations that entertain, inspire, and bring communities together, Tanger is seeking a
FP&A Revenue Analyst
This role offers the opportunity to work both independently and collaboratively,
supported by a flexible, Teams-driven workplace designed to empower connection, innovation, and impact across geographies.
About the Tanger Perks:
Competitive salary
Generous Suite of Medical, Dental, and Vision Benefits
401(k) match
Paid PTO and Holidays
Paid Volunteer Hours
Team Member Paid Leave Programs
Tuition Reimbursement
Wellness Incentives
Group Life and Disability Insurance
Voluntary Benefits
Team Member Discounts
And more…
How can you contribute to what we do?
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Review and verification of lease assumptions in the accounting system and resolve any inconsistencies
Work closely with the key partners to develop the annual plan and monthly forecasts in line with corporate planning & forecasting guidelines.
Refine existing forecasting processes and models
Develop analytics and other ad hoc reporting that provide important insights to the efficiency of functional areas
Understand and master a multitude of financial systems and processes to provide and receive support and training as needed
Analyze the existing processes, tools and deliverables for effectiveness and ease of use
Utilize data for annual budgeting, monthly forecasting, and quarter end close
Consider scenario analysis and variance analysis across various comparative periods, accounts and properties
Prepare reporting and analysis including explanations of variances to forecast, budget, and prior periods. Prepare other ad hoc analysis as requested.
Establish credibility through respectful, thoughtful engagements, attention to detail, professional integrity, and financial insight.
COMPETENCIES:
This list is illustrative only and not a comprehensive listing of all functions and tasks performed by incumbents of this class.
Understanding of budgeting/forecasting processes
Strong attention to detail and organization skills
High technical aptitude with advanced skills in Microsoft Excel and budgeting software such as MRI and B&F
Highest standards of accuracy and precision
Excellent verbal and written communication skills
Ability to think creatively
Highly driven and self-motivated
Ability to work independently or with limited supervision
Ability to roll-up sleeves and work with team members in a hands-on capacity
Ability to read, write and comprehend the English language
Adhere to Tanger's Values: Integrity, Inclusion, and Innovation
REQUIRED EDUCATION AND EXPERIENCE:
Bachelor's Degree in Accounting, Finance or related discipline or equivalent relevant work experience
Two (2) plus years of experience in corporate budgeting or financial planning and analysis
Hiring Range Disclaimer
The base salary range represents the low and high end of the hiring range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Tanger's total compensation package for employees.
Hiring Range: $59,400 - $90,750 per year
Experience the difference and be a part of our extraordinary team!
EEO and E-verify
Tanger values diverse perspectives, backgrounds, and unique contributions and is committed to fostering an environment where everyone is valued and respected. Our talent management approach, which includes policy development, training, goals, and targets, is aimed at fostering a fair, inclusive, collaborative, and innovative culture.
Tanger is proud to be an Equal Opportunity Workplace. All employment decisions are based on qualifications, merit, and business need.
Accessibility Note: If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, or if you are unable to use the online application, please request accommodation or ask for an alternative method of applying by emailing:
**********************.
All recruitment is managed internally; unsolicited agency submissions from recruiters or staffing agencies will not be considered.
E-Verify is a registered trademark of the U.S. Department of Homeland Security EOE. Drug Free Workplace. A background check will be conducted for this position. Tanger Management, LLC participates in E-Verify.
$59.4k-90.8k yearly Auto-Apply 60d+ ago
Revenue Sales Analyst
Companycam 3.7
Remote job
Hi, we're CompanyCam.
We're a simple-to-use photo documentation and productivity app for contractors of all commercial and home services industries. Packed with intuitive functionality, CompanyCam facilitates unparalleled communication and accountability across a contractor's entire business. We're committed to providing a consumer-grade, game-changing experience that helps our users build trust within their company and with their customers.
But don't let that corporate description fool you-the people behind our buttoned-up product are laid-back (but hardworking), genuine, and kickass, and you could be one of them!
The Role
We're looking for a Revenue Operations Sales Analyst to support Sales and Revenue leadership with data-driven insights that fuel growth, improve forecast accuracy, and strengthen pipeline performance. In this role, you'll analyze the full revenue funnel-from lead handoff through closed-won and expansion-to identify opportunities to improve conversion, velocity, and MRR/ARR outcomes.
You'll partner closely with Sales, Analytics, and Finance to deliver clear, actionable insights that inform sales strategy, capacity planning, and revenue growth initiatives. This role owns critical reporting and analysis that helps leadership understand what's working, where risks exist, and how to scale revenue more predictably.
Location: This is a remote position. You must live and work permanently in the U.S. to be considered.
What You'll Do
Analyze end-to-end sales funnel performance, including conversion rates, deal velocity, stage aging, win rates, ACV, ARR, and MRR
Deliver clear, actionable insights on pipeline health, coverage, and sales capacity to support revenue decision-making
Support sales forecasting through pipeline analysis, historical trends, and scenario modeling
Partner with Finance on revenue modeling, capacity planning, quota setting, and ARR/MRR planning
Identify forecast risks and upside early to improve predictability and confidence
Build and maintain self-serve dashboards in Metabase for pipeline, forecast, and revenue reporting
Ensure reporting accuracy and consistent metric definitions in partnership with Analytics
Identify bottlenecks and leakage points in the sales funnel and recommend data-backed improvements
Track the impact of strategic initiatives such as pricing changes, packaging updates, and sales process experiments
Act as a strategic analytics partner to Sales, Analytics, and Finance teams, enabling shared visibility into revenue performance
The Impact You'll Have
At CompanyCam, your work makes a real impact. Whether you're writing code, supporting customers, or designing experiences, your contributions directly shape the product we deliver and the people we serve. We're building something that helps real people solve real problems-and we believe that kind of work is best done by a team that reflects the world around us.
I
n this role, you'll drive impact by:
Improving forecast accuracy and predictability for Sales and Finance leadership
Helping revenue teams identify risks and opportunities earlier in the sales cycle
Enabling smarter capacity planning and data-informed growth decisions
Increasing pipeline efficiency, conversion rates, and revenue velocity
Creating shared visibility and alignment around revenue performance and drivers
What You'll Bring
2-5 years of experience in sales analytics, revenue operations, business analytics, or a related role
Strong familiarity with Salesforce and revenue data models
Experience working with analytics tools such as Snowflake and Metabase
Intermediate SQL skills (preferred)
Hands-on experience analyzing ARR, MRR, pipeline, and forecasting metrics
Strong analytical and problem-solving skills with the ability to turn data into insights
Clear communicator who can explain complex metrics to non-technical stakeholders
Collaborative mindset and comfort working cross-functionally
A continuous growth-mindset, with a focus on learning, embracing challenges, and continuously improving.
A knack for creativity and innovation, bringing fresh ideas to the table and solving complex problems.
Benefits & Compensation
This is a salaried position at CompanyCam. Our starting salary range is $80,000-85,000 per year and is based on experience. We also offer meaningful equity and other benefits.
CompanyCam is an equal-opportunity employer committed to respect, inclusion, and growth. We work hard, take responsibility, and support each other. Great ideas come from all backgrounds, and we carefully consider every applicant without regard to personal characteristics or traits. Even if your work experience doesn't align perfectly, we encourage you to apply. What really matters to us is your potential, your passion, and your commitment to learning, innovation, and contributing meaningfully to our team.
For any accommodations or technical issues related to the online application or interview process, please email ******************* and we'll respond promptly. Please do not include any medical or health information in your message.
Note: Resumes sent to this email will not be reviewed or responded to. To be considered for a position, you must apply directly through our careers page.
$80k-85k yearly Auto-Apply 1d ago
Revenue Recovery Analyst I - REMOTE
Jobgether
Remote job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Revenue Recovery Analyst I - REMOTE. In this role, you will play a crucial part in maximizing insurance reimbursement by meticulously identifying contractual variances and analyzing payment discrepancies. Your expertise will significantly impact our efficiency in revenue cycle management, ensuring that healthcare providers receive the compensation they are entitled to. By staying attuned to the latest industry regulations and trends, you will contribute to a team culture that embraces innovation and exceptional service. Your insights will directly support operational success, enhancing the financial well-being of healthcare systems nationwide.Accountabilities
Communicate directly with payors to resolve outstanding underpayments and ensure timely recovery.
Identify root causes of underpayments and collaborate on addressing them with the client team.
Maintain knowledge of state and federal insurance regulations and apply them to resolve issues.
Document all actions in the appropriate tracking systems accurately.
Provide feedback on trends and issues to management based on data analysis.
Analyze remittance data for billing opportunities and revenue optimization.
Collaborate with other departments to enhance operational efficiency.
Requirements
Minimum five (5) years of experience in the hospital or physician insurance industry.
Strong understanding of the revenue cycle and underpaid accounts.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office suite.
Exceptional customer service skills and professional presence.
Ability to adapt to various client host systems.
Strong problem-solving abilities and analytical skills.
Benefits
Bonus incentives based on performance.
Paid certifications to enhance professional growth.
Tuition reimbursement for continued education.
Comprehensive benefits package including healthcare.
Career advancement opportunities within the organization.
A culture that prioritizes work-life balance and employee well-being.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1
$56k-79k yearly est. Auto-Apply 22h ago
Financial Contract Manager / Financial Analyst II
MSU Careers Details 3.8
Remote job
Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions.
Key Responsibilities:
Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system.
Serve as the primary point of contact for contract-related matters.
Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes.
Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner.
Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders).
Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board.
Maintains the contract management system with up-to-date data for each contract.
Assists with the preparation of the agenda and minutes for the MSU HCI contract committee.
Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations.
Minimum Requirements
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience.
Desired Qualifications
Understand financial and legal language and principles, and other relevant matters
Ability to research and apply contract language
Strong interpersonal, research, and negotiation skills
Proficiency in using technology for contract management
Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization
Strong analytical and problem-solving skills, with a forward-thinking mindset.
Ability to think outside the box and approach tasks with creativity and innovation.
Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues.
Driven and self-motivated with a strong desire for learning.
Excellent time management skills with a proven ability to meet deadlines.
Ability to maintain confidentiality, and to exercise discretion and good judgment.
Proficient with Microsoft Office Suite or related software.
Equal Employment Opportunity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.
Required Application Materials
Cover letter
Resume
Work Hours
STANDARD 8-5
Website
https://healthcare.msu.edu/
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM
$52k-68k yearly est. 14d ago
Revenue Analyst II
Altais Health Solutions
Remote job
About Altais:
At Altais, we're on a mission to improve the healthcare experience for everyone-starting with the people who deliver it. We help physicians focus more on patient care and less on paperwork through smarter technology, purpose-built tools, and a team-based model of care.
Our network includes Brown & Toland Physicians, Altais Medical Group, and Family Care Specialists. Together, we're building a more connected, physician-first healthcare system.
About the Role
Are you looking to join a fast-growing, dynamic team?
We're a collaborative, purpose-driven group that's passionate about transforming healthcare from the inside out. At Altais, we support one another, adapt quickly, and work with integrity as we build a better experience for physicians and their patients.
The Revenue Analyst II is responsible for receiving, reconciling and reporting monthly health plan capitation revenue & membership data. Performs monthly and retroactive audit, assessment and analysis of data to ensure that health plan revenue and membership have been received in accordance with the health plan contracts.
You Will Focus On:
Responsible for ensuring monthly receipt of multiple health plans (including BTHS) capitation payments, files and remittance summaries and that they meet compliance with contractual terms as outlined in the health plan contracts.
Responsible for performing contractual reconciliations, including EPIC and internal databases, and/or audits on capitation revenue changes which may require extensive research. Develop requests to health plans for underpayments related to eligibility or rate issues and track activity to ensure successful outcomes. Communicate results, pursue and track capitation revenue until the revenue is received and according to Health Plan contracts.
Perform quantitative analysis on revenue data (including risk adjustments and RAF data); evaluate results and report on health plan monthly revenue by product type and/or other key indicators.
Perform quantitative analysis on membership and distribute management reporting; evaluate results and report on health plan monthly membership by product type and/or other key indicators.
Validate health plan data repository through knowledge of data sources or tools (e.g. Cognos, Access, and plan websites) on all health plan capitation revenues and membership reporting.
Prepares individual health plan analysis and reports on revenue and membership as required or requested.
The Skills, Experience & Education You Bring
Bachelor's degree from an accredited program or relative career experience. Course work or equivalent experience in finance, accounting, business and health care required.
One to three years experience in healthcare industry and/or finance position and/or or insurance environments.
Knowledge of managed care industry and healthcare billing practices: Must be accurate, detail oriented with excellent analytical skills and ability to handle variety of financial functions. Ability to work independently. Capacity to work with all levels of personnel. Excellent verbal and written communication skills, PC proficiency using Databases, Microsoft Excel, Word and Access required. Ability to research, retrieve and organize data to prepare reports and financial documentation; analyze and audit data to detect, identify and correct errors; operate standard office equipment; ability to accurately perform complex mathematical computations when required; ability to organize and maintain accurate accounting records.
Creative, Problem-solving, and Innovation Skills: Ability to organize work to meet strict deadlines; coordinate a variety of projects simultaneously; communicate effectively in both oral and written form. Must be able to work independently or as part of a team; must be able adapt to changing department needs; ability analyze complex health plan rules, regulations and policies.
Customer Focused and Communication Skills: Must have good written and oral skills. Ability to establish and maintain positive working relationships with internal and external clients; be able to explain revenue and membership details clearly and concisely.
The Base Salary for this position is $62,250 - $74,700/year
In addition, we provide a competitive compensation package that recognizes your experience, credentials, and education alongside a robust benefits program to meet your needs.
Excellent medical, vision, and dental coverage
401k savings plan with a company match
Flexible time off and 9 Paid Holidays
You Share Our Mission & Values:
Compassion
We act with empathy and a deep respect for the challenges faced by physicians and their patients. Our work is driven by a genuine commitment to improving lives and ensuring that care is delivered with dignity, understanding, and humanity.
Community
We foster a culture of collaboration--with physicians, patients across the healthcare ecosystem, and among our teams. By building strong, trusted relationships, we create a unified community focused on advancing patient care and physician well-being.
Leadership
We lead with integrity and vision, setting the standard for excellence in physician support and healthcare innovation. Through collaboration and expertise, we empower others to lead, drive change, and shape the future of care.
Excellence
We are relentlessly focused, results-driven, and accountable for delivering measurable value to physicians and the patients they serve. Our high standards reflect our commitment to excellence, operational discipline, and continuous improvement.
Agility
We embrace change as a constant and respond swiftly to the evolving needs of the healthcare industry. With flexibility and forward-thinking, we adapt, innovate, and act decisively to keep physicians at the forefront.
Altais values the contribution each Team Member brings to our organization. Final determination of a successful candidate's starting pay will vary based on several factors, including, but not limited to education and experience within the job or the industry. The pay scale listed for this position is generally for candidates that meet the specified qualifications and requirements listed on this job description. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. We provide a competitive compensation package that recognizes your experience, credentials, and education alongside a robust benefits program to meet your needs.
The anticipated pay range for this role is listed in our salary posting for transparency but may vary based on factors including the candidate's qualifications, skills, and experience.
Altais and its subsidiaries and affiliates are committed to protecting the privacy and security of the personal information you provide to us. Please refer to our ‘CPRA Privacy Notice for California Employees and Applicants' to learn how we collect and process your personal information when you apply for a role with us.
External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.
$62.3k-74.7k yearly Auto-Apply 18d ago
Corporate Strategic Finance Analyst
Infios Us
Remote job
If you are looking for a meaningful career where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to relentlessly make supply chains better.
We are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency.
What a day in the life looks like
Build and maintain dynamic Excel models to support forecasting, scenario planning, and strategic decision-making.
Develop executive-level presentations that communicate financial insights, business performance, and strategic recommendations.
Partner cross-functionally with business leaders to understand key drivers and translate them into actionable financial plans.
Support quarterly and annual planning cycles, including budgeting, forecasting, and long-range planning.
Conduct ad hoc financial analysis to evaluate business initiatives, investments, and operational performance.
Drive continuous improvement in reporting, modeling, and presentation standards across the FP&A team.
What you bring to the team
5+ years of experience in corporate finance, investment banking, management consulting or FP&A.
Advanced proficiency in Excel (modeling, scenario analysis, sensitivity testing).
Strong experience with PowerPoint and executive storytelling.
Proven ability to work with large datasets and synthesize insights.
Excellent communication skills with a strong executive presence.
Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus.
Preferred Experience
Prior experience at a top-tier consulting firm (e.g., McKinsey, BCG, EYP, Deloitte, etc.) preferred but not required.
Familiarity with financial systems (e.g., Netsuite ERP, Netsuite Planning and Budgeting, Power BI, Salesforce, etc).
Experience supporting C-suite / private equity level reporting and board materials.
#LI-REMOTE
#LI-SK1
Why join us?
At Infios, we're not just looking for employees; we're looking for partners in innovation, growth, and purpose. Meeting you where you are to create the future you need is at the core of who we are and what we do. Whether you're at the beginning of your career or a seasoned expert, we meet you on your journey, equipping you with the tools and opportunities to build the future you envision. Together, we will relentlessly work toward one common goal - making supply chains better.
We believe the future is better when supply chains work better.
We are an equal-opportunity employer and committed to inclusion in the workplace.
At Infios, we believe that inclusion is a fundamental cornerstone of our success. We are committed to creating a safe and welcoming environment where every individual's unique experiences and perspectives are valued-whether they look, think, move, believe, or love differently.
All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, religion, age, disability, veteran status, genetic information, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. If you require assistance or accommodation due to a disability during the recruiting process, please let us know at ***************
Disclaimer: This job advertisement is not designed to cover a comprehensive listing of all duties or responsibilities that are required for this job. Please note that any salary information is a general guideline only. Individual compensation will be determined by various factors such as the scope and responsibilities of the position, experience, education, skills, location, and market and business considerations. Applications must be submitted via our career site.
$62k-92k yearly est. Auto-Apply 10d ago
Financial Analyst II
Pinterest 4.6
Remote job
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible.
We are seeking an Analyst of Sales Finance to join our Finance team. You will work on a high-performing, high-impact team that delivers CFO-level partnership and sophisticated analytics to our Chief Revenue Officer and their global leadership team. Within the Finance organization, you'll support Sales Finance Managers, our Senior Manager of Sales Finance, Director of Sales Finance, and Senior Sales & XFN Stakeholders on aspects related to revenue forecasting, insights, and goal-setting. You will partner with Sales leaders on ideas to improve their P&L. This includes identifying underlying trends and consulting on strategic business decisions. Your role is to translate complex data into actionable insights, which means you can focus on the details but also solve big-picture challenges. You'll have the opportunity to put your fingerprints on a unique and dynamic digital ads platform with global reach.
The Sales Finance team's mandate is to optimize value creation for Pinners, advertisers, and Pinterest through disciplined business leadership and seamless financial execution. We do this by developing financial forecasts, providing decision support through analyses, generating internal reports, monitoring key performance indicators, and scaling financial processes. We are looking for an expert in Finance & Strategy who uses an analytical, collaborative, results-oriented approach to drive progress.
What you'll do:
Support revenue and performance management of key sales verticals.
Build sophisticated models that will deliver cutting-edge insights and improve revenue forecasting.
Own delivery of financial reporting to Pinterest executives (e.g. Director of Sales Finance, CFO as well as Sales leaders including the CRO and their direct reports).
Create dashboards and models to scale monitoring of key performance indicators and tools to drive strategic insight.
Support other strategic programs within Pinterest like agencies, resellers, and partnerships with advertisers.
Leverage your superior financial modeling skills in order to deliver ad hoc analyses.
What we're looking for:
Bachelor's degree in a relevant field, such as Accounting, Finance, Economics, or Business or 3+ years of experience in Sales Finance, Corporate Finance, FP&A, Investment Banking, or other quantitative fields.
Exceptional spreadsheet skills with experience creating financial models and dashboards.
Excellent verbal and written communication as well as presentation skills (Google Slides).
Ability to multi-task and deliver against tight timelines.
Basic SQL experience is preferred, but not required.
Relocation Statement:
This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
In-Office Requirement Statement:
We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection
This role will need to be in the office for in-person collaboration 1-2 times/quarter and therefore can be situated anywhere in the country.
#LI-REMOTE
#LI-PW1
At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$81,921-$168,660 USD
Our Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
$81.9k-168.7k yearly Auto-Apply 14d ago
Revenue Cycle Analyst I
UW Health 4.5
Remote job
Work Schedule: This is a full time, 1.0 FTE position. Shifts will be scheduled Monday-Friday between the hours of 8:00 AM - 4:30 PM. Applicants hired into this position can work remotely from most states. This will be discussed during the interview process.
To be eligible to work remotely, you must be in an approved remote work state for UW Health. We've included a link below to view the full list of approved remote work states.
Approved Remote Work States Listing
Be part of something remarkable
Join the #1 hospital in Wisconsin!
We are seeking a Revenue Cycle Analyst I to:
Perform advanced data analysis to identify patterns, trends, and anomalies in the revenue cycle for areas such as claim denials, payment delays, and revenue leakage.
Utilize a variety of analytical methods, tools, models, and techniques, including but not limited to Epic dashboards, reporting workbench, SlicerDicer, SQL, Clarity, and Caboodle.
Collaborate with revenue cycle leadership/department delegates to identify key areas of focus and develop data-driven strategies to improve financial outcomes.
At UW Health, you will have:
An excellent benefits package, including health and dental insurance, paid time off, retirement plans, two-week paid parental leave and adoption assistance.
Options for a variety of schedules and shifts that offer flexibility and allow for work-life balance.
Access to great resources through the UW Health Employee Wellbeing Department that supports your emotional, financial, and physical well-being.
Tuition benefits eligibility - UW Health invests in your professional growth by helping pay for coursework associated with career advancement.
The opportunity to earn a referral bonus for referring friends, former colleagues or others to apply for open, posted positions.
Qualifications
Bachelor's Degree in accounting, finance, business, healthcare, statistics, analytics or another related field Required
Master's Degree in accounting, finance, business, healthcare, statistics, analytics or another related field Preferred
Work Experience
2 years of experience in data analytics, preferably within a healthcare revenue cycle context. Required
3 years of experience in data analytics, preferably within a healthcare revenue cycle context. Preferred
Licenses & Certifications
EPIC certification in any area Upon Hire Required
Certified healthcare data analyst or similar Preferred
Our Commitment to Social Impact and Belonging UW Health is committed to fostering a workplace that creates belonging for everyone and is an Equal Employment Opportunity (EEO) employer. Our respect for people shines through patient care interactions and our daily work practices as we work to embrace the knowledge, unique perspectives and qualities each employee and faculty member brings to work each day. It is the policy of UW Health to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
Job Description
UW Hospital and Clinics benefits