Financial Review Mgr - LatAm, Transportation Risk & Compliance
Senior Finance Manager Job At Amazon
Want to help Earth's most customer-centric company design, implement and monitor risk mitigation strategies to improve the customer experience and protect Amazon's brand? In this role, you will work closely with Amazon's Last Mile transportation businesses to plan, scope, and execute financial reviews to assess carrier financial performance against expectations. You will be expected to apply finance and accounting concepts to new and existing business models, clearly and concisely communicate identified findings to carrier partners, and internally report review results in a timely and effective manner. You will provide carriers with consultative support to properly classify expense transactions to ensure completeness and accuracy of reported amounts. You will also work collaboratively with the business, legal, finance, tech, and human resource teams to implement world-class, customer-centric, financial review solutions and process improvements.
This position requires the ability to travel periodically.
Key job responsibilities
- Collect, analyze, and manage quantitative data, performing financial analysis, ad-hoc deep dives, and creating meaningful reports across a variety of data sources
- Demonstrable problem-solving skills using data to drive decisions
- Monitor and drive projects through to completion on time
- Establish successful partnerships with internal and external teams to execute tactical initiatives.
- Demonstrable excellent communication skills (written and verbal)
A day in the life
Financial Review Managers engage with Carrier Partners, plan, scope, execute, and report on financial outcomes. The individual provides consultative support to properly classify expense transactions to ensure completeness and accuracy of reported amounts. Financial Review Managers will also consult with business, legal, and tech teams to implement world-class, customer-centric, financial review solutions and process improvements.
The individual will work effectively in a team environment and, as individual contributors, be able to work remotely and effectively review the work of other remote team members.
About the team
Transportation Risk and Compliance (TRC) is the voice of risk and compliance for Amazon's transportation businesses across 16 regions. We proactively identify and manage risks through risk mitigation strategies and provide assurance that Amazon and our carrier partners comply with the highest transportation and legal standards (including legislative, regulatory, and contractual). Anchored by sound subject matter expertise, processes, and growing technology solutions, our TRC leaders improve public safety and enable business growth as we work diligently to serve our customers.
- Bachelor's degree or equivalent
- 4+ years of compliance program management, legal, governance, audit, risk/loss prevention, or equivalent experience
- Experience handling confidential information
- Written and verbal communication skills in English and Portuguese
- Experience with SQL and Excel
- Professional auditing qualification, or similar risk or compliance credentials
- 3+ years of program requirements definition and data and metrics leveraging to drive improvements experience
- Verbal and written communication skills in the Spanish
Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $66,800/year in our lowest geographic market up to $142,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.
Director of Financial Planning and Analysis
Menlo Park, CA Jobs
Quicken is the leading solution for personal finance management software and is committed to helping people lead healthy financial lives. For over 40 years, more than 20 million customers have relied on Quicken to help them take control of their finances.
We continue to focus on delighting customers and making Quicken products the most used, most loved, and most effective personal finance software that our customers can access and manage their financial lives, anywhere, anytime, and on any device.
This is an opportunity to work at a customer-driven company with a collaborative team that values technical excellence, innovation, and creativity while working together and having fun!
Come join the Quicken team!
Job Summary
The Director, Financial Planning & Analysis will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team. The Director of FP&A will have a highly visible role across the organization while leading a small team (one manager and one analyst). This is a new position in the organization.
Responsibilities
Planning: Drive the overall financial planning process, including the Annual Plan, quarterly forecasts, and multi-year projections. Be the leader and subject matter expert on the full P&L to address questions from leadership and the board of directors.
Analysis: Build multi-scenario financial models, run analyses to inform strategic planning and growth efforts and analyze customer data to inform business improvements
Business Partnership: Partner with business leaders across the entire organization to measure performance to Key Metrics. Act as a contributor and a proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes, and provide support for expense modeling and what-if scenario analytics
Reporting: Manage the standardization for reporting, creation of business performance dashboards, and deployment of new reporting tools and analytics as the company grows and increases in organizational maturity. Own, enhance, and manage the weekly business operations meeting and deck compilation, and explore ways of automating the deliverables.
Treasury and Cash Management: Manage the debt, interest, and cash forecast alongside management of the P&L.
Qualifications
Candidates should have ten or more years of relevant professional experience.
BS degree required; MBA preferred
Strong experience with Excel and PowerPoint applications
Familiarity with FP&A and BI / analytics tools like Adaptive Insights, NetSuite, Tableau and Quicksight preferred
Experience at a Private Equity portfolio company preferred
Demonstrated track record of process improvement, and the ability to change the status quo while maintaining trust of business partners
Exceptional track record of self-motivation, prioritization, initiative, and integrity
Driven by intellectual curiosity with a continuous desire to learn and grow
Excellent communicator (both written and verbal), with the ability to present to senior management and investors in a clear, concise manner
Personal Attributes
Hands-on mindset and leadership style
Cultural fit at Quicken: Open, honest, collegial, collaborative, unpretentious, hands-on
Scrappy, entrepreneurial, self-starter who can manage multiple projects simultaneously and drive them to completion effectively
Ability to work effectively across all functional areas and at all levels of the organization
What we offer
Competitive salary and performance bonus
Fantastic culture, strong believers in Autonomy/Mastery/Purpose
Customer-driven, we make money by building the best products for our users. No confusion about how to win - create amazing products!
Ability to work with and lead incredible talent
Build products that make a huge difference in people's lives
Work on a highly recognizable brand that defined the personal finance category
Quicken is committed to fair and equitable compensation practices. The actual salary offered is determined by factors unique to each candidate, including but not limited to years and depth of experience, relevant skills, and work location. This position's expected base pay range is $190,000-$235,000.
Quicken is building a team of innovative and talented individuals passionate about helping people improve their financial lives. We care about our employees' well-being and pride ourselves on offering a fabulous range of benefits and perks. From comprehensive healthcare coverage, a 401(k) plan with a generous 5% match, fitness subsidies, education reimbursement, and onsite lunches, to name a few - we've got you covered! At Quicken, we believe happy employees are successful employees, so we're committed to creating a fun and supportive work environment that encourages personal and professional growth, recognizing that a thriving workforce is essential to our collective success! (Benefits and perks may vary based on location.)
Quicken is proud to be an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.
Controller
Tenino, WA Jobs
Job Title: Controller Salary Range: $120,000+ annually (Based on experience) Reports to: President
CV Resources is partnering with a well-established construction company located just south of Olympia, WA. Our client is a growing organization with multiple entities under its umbrella. They are seeking a talented and experienced Controller to join their team. This individual will play a key role in overseeing all accounting functions and ensuring the financial health of the company. If you have strong accounting expertise, leadership experience, and enjoy working in a dynamic and growing organization, this is an excellent opportunity for you.
Job Summary:
The Controller will be responsible for overseeing and managing the company's full-cycle accounting operations. This includes the preparation of accurate financial reports, maintaining accounting records, overseeing the month-end and year-end closing processes, and ensuring compliance with regulatory requirements. The Controller will work closely with the executive team to provide financial insights that help drive business strategy and growth. CMA certification is preferred for this position.
Key Responsibilities:
Oversee and manage the day-to-day accounting operations for the company and its multiple entities.
Ensure the accurate preparation of financial statements, including general ledger, balance sheets, income statements, and cash flow statements.
Lead the month-end and year-end closing processes, ensuring accurate and timely completion.
Manage accounts payable and receivable processes, including reconciliations and payment oversight.
Prepare and submit regulatory and tax filings in compliance with local, state, and federal regulations.
Develop and manage the company's budgeting, forecasting, and financial reporting processes.
Provide in-depth financial analysis and insights to the executive team to drive informed business decisions.
Supervise accounting staff, providing guidance and leadership to ensure smooth and efficient operations.
Assist with audits, preparing necessary documentation, and coordinating with external auditors during year-end audits.
Ensure compliance with accounting standards, policies, and internal controls.
Monitor intercompany transactions and ensure proper allocation of resources across entities.
Collaborate with internal departments to streamline processes and enhance financial operations.
Assist with the implementation and maintenance of accounting software systems (Buildertrend, QuickBooks).
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field (CMA preferred).
7+ years of accounting experience, with at least 3 years in a leadership or supervisory role.
Strong proficiency in accounting software, especially Buildertrend and QuickBooks.
In-depth understanding of full-cycle accounting, financial reporting, and regulatory compliance.
Experience in construction accounting, including job costing, work in progress, and billing.
Knowledge of GAAP (Generally Accepted Accounting Principles) and regulatory requirements.
Proven ability to lead and manage teams while working collaboratively with other departments.
Strong communication skills, with the ability to present financial data and insights to senior management.
Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities.
Ability to work independently, with strong problem-solving and critical thinking skills.
Flexibility and adaptability in a fast-paced and growing company environment.
Why Join Us?
Competitive salary with performance-based incentives.
Opportunity to work with a growing, dynamic company in the construction industry.
Hands-on leadership role with the ability to influence company financial strategy.
A supportive work environment that encourages growth and development.
PandoLogic. Keywords: Certified Medical Assistant (CMA), Location: Tenino, WA - 98589
Director, Financial Planning & Analysis
Menlo Park, CA Jobs
A leading Fin Tech company is looking for a Director of Financial Planning & Analysis. This role will be a critical member of the G&A leadership team, reporting to the Chief Financial Officer. This role will lead the planning, forecasting and analysis functions of the finance team and will have a highly visible role across the organization while leading a small team (one manager and one analyst). This is a new position in the organization with an opportunity to make a big impact.
Responsibilities:
Planning: Drive the overall financial planning process, including the Annual Plan, quarterly forecasts and multi-year projections. Be the leader and subject matter expert on the full P&L to address questions from leadership and the board of directors.
Analysis: Build multi-scenario financial models, run analyses to inform strategic planning and growth efforts and analyze customer data to inform business improvements
Business Partnership: Partner with business leaders across the entire organization to measure performance to Key Metrics. Act as a contributor and a proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes, and provide support for expense modeling and what-if scenario analytics
Reporting: Manage the standardization for reporting, creation of business performance dashboards, and deployment of new reporting tools and analytics as the company grows and increases in organizational maturity. Own, enhance, and manage the weekly business operations meeting and deck compilation, and explore ways of automating the deliverables.
Treasury and Cash Management: Manage the debt, interest and cash forecast alongside management of the P&L.
Qualifications:
BS degree required; MBA preferred.
10+ years of relevant professional experience.
Strong experience with Excel and PowerPoint applications.
Familiarity with FP&A and BI / analytics tools like Adaptive Insights, NetSuite, Tableau and Quicksight preferred.
Demonstrated track record of process improvement, and the ability to change the status quo while maintaining trust of business partners.
Exceptional track record of self-motivation, prioritization, initiative, and integrity.
Driven by intellectual curiosity with a continuous desire to learn and grow.
Excellent communicator (both written and verbal), with the ability to present to senior management and investors in a clear, concise manner.
Type: Full-time
Compensation: $185 - 200K base (DOE) + bonus
Location: Menlo Park (hybrid schedule, onsite 2 days/week)
Vice President Finance
San Jose, CA Jobs
Vice Presidnet of Finance
Catalyte is seeking a VP of Finance to provide leadership and critical control of all aspects of the finance function following the policies, goals, and objectives established by the CEO and Board. The VP of Finance will support Catalyte's strategic vision and serve as a tactical hands-on day-to-day leader. The individual will possess a bias for independent action, with the ability to financially and strategically evaluate business decisions and quickly drive for results. This candidate will also play a key leadership role in sizing, developing, and leading Catalyte's Finance & Accounting Departments.
As an effective thought partner and trusted advisor, the VP of Finance will be highly engaged with the CEO, the senior leadership team, and the Board. They will provide operational and strategic support to the company and will occasionally work closely with clients and other business partners as needed. The candidate must possess a strong background in finance and management. The successful candidate must also be proactive and versatile, with strong problem-solving skills and the ability to independently take a task from inception to completion. Importantly, the VP of Finance will be able to work effectively in a fast-paced, entrepreneurial environment to identify issues on time and use their people leadership and influencing skills to take the necessary steps to drive a solution.
The ideal candidate will have a track record of consistently delivering year-over-year improvement in financial results in environments characterized by a sense of urgency and continuous improvement. The candidate will have demonstrated the ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements. This individual will not be satisfied with simply achieving goals but will seek out ways to consistently exceed goals and add value to the organization.
DUTIES AND RESPONSIBILITIES
Lead all financial aspects of the company, including financial reporting, budgeting, audit, tax, accounting, payroll, treasury, forecasting, and financial planning
Act as a strategic leader and analytical partner to the CEO and executive leadership team to achieve key financial goals
Provide leadership in the development and implementation of the organization's short and long-term strategic objectives, including recommendations to strategically enhance financial performance and business opportunities.
Hire, assess, develop, manage, and retain top talent within the Catalyte organization.
Manage the budgeting process and provide continual improvement through educating department leaders on the financial issues impacting the business.
Engage with the Board on all financial and budgeting matters.
Develop Strategies that will enhance the company's value by maximizing productivity and ensuring efficiencies across the organization.
Prepare long-term forecast and short-term budget; analyze variances at the end of each month.
Works closely with the leadership team to develop an operating system to measure key performances, identify value creation potential, and drive operational excellence and continuous improvement.
Build strong and effective working relationships with other areas of the business in order to provide business leadership and collaboration including sales, marketing, operations, and other administrative functions.
Provide expertise and guidance on all finance and accounting-related issues to ensure compliance with appropriate federal, state, and local requirements.
SKILLS & QUALIFICATIONS
Intense intellectual curiosity paired with a desire to effect change
Strong knowledge of financial concepts, practices, and procedures
Demonstrated analytical ability and a high degree of intellectual curiosity
Excellent problem-solving skills and ability to learn quickly in a fast-paced growth environment with the ability to make sound business decisions
Excellent communication and engagement skills
Excellent executive presence, presentation skills, delegation skills, and strategic & tactical thinking skills
Self-motivated and have a “whatever it takes” attitude with the ability to adapt and manage around tight deadlines
Demonstrates a systematic and ethical approach to issues
Demonstrates detailed financial awareness - thinks in terms of profit, loss, and adding value
Experience in an early-stage, private equity-backed company could be helpful
The Ideal Candidate has:
Expertise in FP&A / Operational Finance
Financial Modeling and Analysis
Corporate Budgeting and Forecasting
Financial Control & Financial Reporting
Strategic Planning
M&A Experience
We are looking to hire ASAP so please submit your application at your earliest convenience, no application deadline is currently set. This is a full-time W2 role with a base salary and bonus structure. Please use the “apply now” button to submit your application for consideration. The salary for this position will be based on the selected candidate's experience level. A full slate of benefits including Healthcare, Vision, Dental, 401K, and paid Time-Off (including company-paid holidays, paid sick leave, & PTO) are available to Catalyte employees and additional details can be found at ****************
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Catalyte provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Vice President Finance
Santa Rosa, CA Jobs
Vice Presidnet of Finance
Catalyte is seeking a VP of Finance to provide leadership and critical control of all aspects of the finance function following the policies, goals, and objectives established by the CEO and Board. The VP of Finance will support Catalyte's strategic vision and serve as a tactical hands-on day-to-day leader. The individual will possess a bias for independent action, with the ability to financially and strategically evaluate business decisions and quickly drive for results. This candidate will also play a key leadership role in sizing, developing, and leading Catalyte's Finance & Accounting Departments.
As an effective thought partner and trusted advisor, the VP of Finance will be highly engaged with the CEO, the senior leadership team, and the Board. They will provide operational and strategic support to the company and will occasionally work closely with clients and other business partners as needed. The candidate must possess a strong background in finance and management. The successful candidate must also be proactive and versatile, with strong problem-solving skills and the ability to independently take a task from inception to completion. Importantly, the VP of Finance will be able to work effectively in a fast-paced, entrepreneurial environment to identify issues on time and use their people leadership and influencing skills to take the necessary steps to drive a solution.
The ideal candidate will have a track record of consistently delivering year-over-year improvement in financial results in environments characterized by a sense of urgency and continuous improvement. The candidate will have demonstrated the ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements. This individual will not be satisfied with simply achieving goals but will seek out ways to consistently exceed goals and add value to the organization.
DUTIES AND RESPONSIBILITIES
Lead all financial aspects of the company, including financial reporting, budgeting, audit, tax, accounting, payroll, treasury, forecasting, and financial planning
Act as a strategic leader and analytical partner to the CEO and executive leadership team to achieve key financial goals
Provide leadership in the development and implementation of the organization's short and long-term strategic objectives, including recommendations to strategically enhance financial performance and business opportunities.
Hire, assess, develop, manage, and retain top talent within the Catalyte organization.
Manage the budgeting process and provide continual improvement through educating department leaders on the financial issues impacting the business.
Engage with the Board on all financial and budgeting matters.
Develop Strategies that will enhance the company's value by maximizing productivity and ensuring efficiencies across the organization.
Prepare long-term forecast and short-term budget; analyze variances at the end of each month.
Works closely with the leadership team to develop an operating system to measure key performances, identify value creation potential, and drive operational excellence and continuous improvement.
Build strong and effective working relationships with other areas of the business in order to provide business leadership and collaboration including sales, marketing, operations, and other administrative functions.
Provide expertise and guidance on all finance and accounting-related issues to ensure compliance with appropriate federal, state, and local requirements.
SKILLS & QUALIFICATIONS
Intense intellectual curiosity paired with a desire to effect change
Strong knowledge of financial concepts, practices, and procedures
Demonstrated analytical ability and a high degree of intellectual curiosity
Excellent problem-solving skills and ability to learn quickly in a fast-paced growth environment with the ability to make sound business decisions
Excellent communication and engagement skills
Excellent executive presence, presentation skills, delegation skills, and strategic & tactical thinking skills
Self-motivated and have a “whatever it takes” attitude with the ability to adapt and manage around tight deadlines
Demonstrates a systematic and ethical approach to issues
Demonstrates detailed financial awareness - thinks in terms of profit, loss, and adding value
Experience in an early-stage, private equity-backed company could be helpful
The Ideal Candidate has:
Expertise in FP&A / Operational Finance
Financial Modeling and Analysis
Corporate Budgeting and Forecasting
Financial Control & Financial Reporting
Strategic Planning
M&A Experience
We are looking to hire ASAP so please submit your application at your earliest convenience, no application deadline is currently set. This is a full-time W2 role with a base salary and bonus structure. Please use the “apply now” button to submit your application for consideration. The salary for this position will be based on the selected candidate's experience level. A full slate of benefits including Healthcare, Vision, Dental, 401K, and paid Time-Off (including company-paid holidays, paid sick leave, & PTO) are available to Catalyte employees and additional details can be found at ****************
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Catalyte provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Vice President Finance
San Francisco, CA Jobs
Vice Presidnet of Finance
Catalyte is seeking a VP of Finance to provide leadership and critical control of all aspects of the finance function following the policies, goals, and objectives established by the CEO and Board. The VP of Finance will support Catalyte's strategic vision and serve as a tactical hands-on day-to-day leader. The individual will possess a bias for independent action, with the ability to financially and strategically evaluate business decisions and quickly drive for results. This candidate will also play a key leadership role in sizing, developing, and leading Catalyte's Finance & Accounting Departments.
As an effective thought partner and trusted advisor, the VP of Finance will be highly engaged with the CEO, the senior leadership team, and the Board. They will provide operational and strategic support to the company and will occasionally work closely with clients and other business partners as needed. The candidate must possess a strong background in finance and management. The successful candidate must also be proactive and versatile, with strong problem-solving skills and the ability to independently take a task from inception to completion. Importantly, the VP of Finance will be able to work effectively in a fast-paced, entrepreneurial environment to identify issues on time and use their people leadership and influencing skills to take the necessary steps to drive a solution.
The ideal candidate will have a track record of consistently delivering year-over-year improvement in financial results in environments characterized by a sense of urgency and continuous improvement. The candidate will have demonstrated the ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements. This individual will not be satisfied with simply achieving goals but will seek out ways to consistently exceed goals and add value to the organization.
DUTIES AND RESPONSIBILITIES
Lead all financial aspects of the company, including financial reporting, budgeting, audit, tax, accounting, payroll, treasury, forecasting, and financial planning
Act as a strategic leader and analytical partner to the CEO and executive leadership team to achieve key financial goals
Provide leadership in the development and implementation of the organization's short and long-term strategic objectives, including recommendations to strategically enhance financial performance and business opportunities.
Hire, assess, develop, manage, and retain top talent within the Catalyte organization.
Manage the budgeting process and provide continual improvement through educating department leaders on the financial issues impacting the business.
Engage with the Board on all financial and budgeting matters.
Develop Strategies that will enhance the company's value by maximizing productivity and ensuring efficiencies across the organization.
Prepare long-term forecast and short-term budget; analyze variances at the end of each month.
Works closely with the leadership team to develop an operating system to measure key performances, identify value creation potential, and drive operational excellence and continuous improvement.
Build strong and effective working relationships with other areas of the business in order to provide business leadership and collaboration including sales, marketing, operations, and other administrative functions.
Provide expertise and guidance on all finance and accounting-related issues to ensure compliance with appropriate federal, state, and local requirements.
SKILLS & QUALIFICATIONS
Intense intellectual curiosity paired with a desire to effect change
Strong knowledge of financial concepts, practices, and procedures
Demonstrated analytical ability and a high degree of intellectual curiosity
Excellent problem-solving skills and ability to learn quickly in a fast-paced growth environment with the ability to make sound business decisions
Excellent communication and engagement skills
Excellent executive presence, presentation skills, delegation skills, and strategic & tactical thinking skills
Self-motivated and have a “whatever it takes” attitude with the ability to adapt and manage around tight deadlines
Demonstrates a systematic and ethical approach to issues
Demonstrates detailed financial awareness - thinks in terms of profit, loss, and adding value
Experience in an early-stage, private equity-backed company could be helpful
The Ideal Candidate has:
Expertise in FP&A / Operational Finance
Financial Modeling and Analysis
Corporate Budgeting and Forecasting
Financial Control & Financial Reporting
Strategic Planning
M&A Experience
We are looking to hire ASAP so please submit your application at your earliest convenience, no application deadline is currently set. This is a full-time W2 role with a base salary and bonus structure. Please use the “apply now” button to submit your application for consideration. The salary for this position will be based on the selected candidate's experience level. A full slate of benefits including Healthcare, Vision, Dental, 401K, and paid Time-Off (including company-paid holidays, paid sick leave, & PTO) are available to Catalyte employees and additional details can be found at ****************
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Catalyte provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Vice President Finance
Fremont, CA Jobs
Vice Presidnet of Finance
Catalyte is seeking a VP of Finance to provide leadership and critical control of all aspects of the finance function following the policies, goals, and objectives established by the CEO and Board. The VP of Finance will support Catalyte's strategic vision and serve as a tactical hands-on day-to-day leader. The individual will possess a bias for independent action, with the ability to financially and strategically evaluate business decisions and quickly drive for results. This candidate will also play a key leadership role in sizing, developing, and leading Catalyte's Finance & Accounting Departments.
As an effective thought partner and trusted advisor, the VP of Finance will be highly engaged with the CEO, the senior leadership team, and the Board. They will provide operational and strategic support to the company and will occasionally work closely with clients and other business partners as needed. The candidate must possess a strong background in finance and management. The successful candidate must also be proactive and versatile, with strong problem-solving skills and the ability to independently take a task from inception to completion. Importantly, the VP of Finance will be able to work effectively in a fast-paced, entrepreneurial environment to identify issues on time and use their people leadership and influencing skills to take the necessary steps to drive a solution.
The ideal candidate will have a track record of consistently delivering year-over-year improvement in financial results in environments characterized by a sense of urgency and continuous improvement. The candidate will have demonstrated the ability to present financial, accounting, and operational information using relevant managerial reports, such as analysis of performance and profitability, to interpret data and trends; and to harness information to measure operational improvements. This individual will not be satisfied with simply achieving goals but will seek out ways to consistently exceed goals and add value to the organization.
DUTIES AND RESPONSIBILITIES
Lead all financial aspects of the company, including financial reporting, budgeting, audit, tax, accounting, payroll, treasury, forecasting, and financial planning
Act as a strategic leader and analytical partner to the CEO and executive leadership team to achieve key financial goals
Provide leadership in the development and implementation of the organization's short and long-term strategic objectives, including recommendations to strategically enhance financial performance and business opportunities.
Hire, assess, develop, manage, and retain top talent within the Catalyte organization.
Manage the budgeting process and provide continual improvement through educating department leaders on the financial issues impacting the business.
Engage with the Board on all financial and budgeting matters.
Develop Strategies that will enhance the company's value by maximizing productivity and ensuring efficiencies across the organization.
Prepare long-term forecast and short-term budget; analyze variances at the end of each month.
Works closely with the leadership team to develop an operating system to measure key performances, identify value creation potential, and drive operational excellence and continuous improvement.
Build strong and effective working relationships with other areas of the business in order to provide business leadership and collaboration including sales, marketing, operations, and other administrative functions.
Provide expertise and guidance on all finance and accounting-related issues to ensure compliance with appropriate federal, state, and local requirements.
SKILLS & QUALIFICATIONS
Intense intellectual curiosity paired with a desire to effect change
Strong knowledge of financial concepts, practices, and procedures
Demonstrated analytical ability and a high degree of intellectual curiosity
Excellent problem-solving skills and ability to learn quickly in a fast-paced growth environment with the ability to make sound business decisions
Excellent communication and engagement skills
Excellent executive presence, presentation skills, delegation skills, and strategic & tactical thinking skills
Self-motivated and have a “whatever it takes” attitude with the ability to adapt and manage around tight deadlines
Demonstrates a systematic and ethical approach to issues
Demonstrates detailed financial awareness - thinks in terms of profit, loss, and adding value
Experience in an early-stage, private equity-backed company could be helpful
The Ideal Candidate has:
Expertise in FP&A / Operational Finance
Financial Modeling and Analysis
Corporate Budgeting and Forecasting
Financial Control & Financial Reporting
Strategic Planning
M&A Experience
We are looking to hire ASAP so please submit your application at your earliest convenience, no application deadline is currently set. This is a full-time W2 role with a base salary and bonus structure. Please use the “apply now” button to submit your application for consideration. The salary for this position will be based on the selected candidate's experience level. A full slate of benefits including Healthcare, Vision, Dental, 401K, and paid Time-Off (including company-paid holidays, paid sick leave, & PTO) are available to Catalyte employees and additional details can be found at ****************
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Catalyte provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Financial Planning and Analysis Manager
Miami, FL Jobs
Our client is seeking a skilled and proactive Manager of Financial Planning and Analysis (FP&A) for a fast-growing, private equity-backed insurance firm specializing in unique insurance solutions and underwriting partnerships. In this role, you will support the financial strategy, contribute to key business functions, and provide data-driven insights that help drive growth across the U.S. and European markets. The ideal candidate will have a strong foundation in financial modeling and strategic analysis, with excellent collaboration skills.
Key Responsibilities:
Strategic Analysis & Forecasting:
Collaborate with Corporate Development, Sales, Marketing, Underwriting, Tech, and Product teams to develop and maintain financial forecasts.
Conduct detailed financial analysis to support business decisions and initiatives.
Financial Modeling & Scenario Analysis:
Build and improve financial models tailored to the insurance industry, including sensitivity and scenario analysis.
Create and maintain a three-way financial statement model to support decision-making for senior leadership.
Stakeholder Collaboration & Communication:
Serve as a liaison between the CFO, operational teams, and senior executives, providing insights and actionable recommendations.
Regularly communicate with key stakeholders, aiming to enhance EBITDA through data-driven strategies.
Reporting & Analysis:
Assist in preparing materials for monthly financial reviews and board presentations.
Support acquisition activities by ensuring accurate financial reporting and managing data in acquisition data rooms.
Requirements:
Proven experience in FP&A or similar roles, ideally within insurance, financial services, or a private equity-backed environment; an investment banking background is a plus.
Strong financial modeling skills, including scenario and sensitivity analysis experience.
Excellent analytical and communication skills for presenting complex financial data to executives.
Collaborative and adaptable, with a high level of initiative.
This is a great role for an FP&A professional eager to make a meaningful impact within a high-growth, dynamic company. We invite applications from individuals ready to contribute to our ambitious expansion and success in the insurance industry.
Director of Finance
Los Angeles, CA Jobs
Our consumer services client, in partnership with Conexus, seeks a talented Director of Finance to join their Finance and Accounting Team. This role will have one direct report and a couple of indirect report and will report to the Controller. The role is open because of the growth of our client necessitates this new role.
Note that this role is NOT for the Corporate FP&A Function. This role is to support the Sales and Marketing Teams of our client.
The Director of Finance will report to the CFO.
Job Title: Director of Finance
Location: Sherman Oaks, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of three (3) days/week in the office and two (2) days/week of remote work (subject to change).
Compensation - Salary range is $160,000 to $180,000/year. There is a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE DIRECTOR OF FINANCE
Financial Planning and Analysis (FP&A) - Sales and Marketing
Develop Key Performance Indicators (KPI) dashboards to monitor Sales and Marketing performance v. projected goals in areas such as ROI on ad spend, customer lifetime value, customer level analytics, and customer behavior.
Provide financial analysis to support wholesale, e-commerce, and retail sales channels to support strategic pricing, margin optimization, and growth initiatives.
Assist CFO in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Cross Functional Responsibilities
Interact with brand and channel managers, operations, and customer service professionals.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE DIRECTOR OF FINANCE
Required
Bachelor's degree in accounting, Finance, or a comparable major.
At least eight (8) years of progressive FP&A experience at a Direct to Consumer (DTC) company. At least three (3) years of supervisory/managerial experience.
At least three (3) years of work experience as a FP&A professional to support Sales and Marketing Teams. Has a mix of public accounting and private industry experience.
Preferred
Current or prior experience working at a company with at least >$100 million/annual revenue.
Current or prior industry experience at a Consumer Products Goods (CPG) or food and beverage company.
SKILLS OF THE DIRECTOR OF FINANCE
Required
Technical
Expert-level MS Excel proficiency
Power BI
Interpersonal
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Preferred
SQL
For further information, submit your resume to mark.w@conexusrecruiting.com. All inquiries will be kept in the strictest confidence.
Financial Controller - US retail operations
Oak Brook, IL Jobs
We are a leading company in our industry. But we started as a small family-owned company nearly 80 years ago. Our history of hard work and innovation makes us the adaptable, forward-thinking, continuously growing company that we are today. And our rich family heritage means we do it with unwavering hospitality and commitment to quality.
We are still proudly family owned today!
The Financial Controller Americas for our US Retail Business is responsible for leading the accounting and financial reporting within the Americas region in the retail operations segment as well as implementing both long and short term strategic objectives of the organization. Reporting into the VP Finance for Americas.
Lead the accounting and financial reporting of the Retail operations segment across the Americas
Provide leadership and development for continuous evaluation of short and long-term strategic objectives
Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts
Provide recommendations to strategically enhance financial performance and business opportunities
Ensure that effective internal controls are in place and ensure compliance with applicable federal, state, and local regulatory laws and rules for financial and tax reporting
Identify opportunities for strategic refining of processes to drive efficiency and providing high quality service/deliverables
Meet deadlines and to effectively partner with both internal and external stakeholders across the company
Support business change as it relates to strategic initiatives, internal growth, as well as help manage and drive projects to completion
Managing the close of the accounting and financial reporting of the Retail segment across the Americas with the accounting team that supports the region.
Main liaison for internal and external audits
Knowledge, Skills and Abilities:
Bachelor's degree with at least 7 years of experience. CPA preferred.
Experience with PDI Enterprise
Ideal experience includes a mix of public accounting and corporate accounting.
Retail operations industry preferred.
Excellent understanding of the 3 financial statements and their relationship to each other (able to explain the number at a high level)
Analytical, detailed and a good communicator
Self-starter, quick learner, team player.
Excellent understanding of financial planning, operations accounting and variance analysis and ability to explain the evolvement of business performance
Strong interpersonal skills and the ability to interact at various levels of the organization
Experience managing & leading a team
Excellent time management and the ability to deliver to deadlines
Finance Manager
Tysons Corner, VA Jobs
Title: Finance Manager
Team: Corporate Financial Planning & Analysis (FP&A)
Reports to: Director of Finance
Please note: this position is on-site in our Tysons, VA office 4 days per week (Monday-Thursday). Predominantly or 100% remote candidates will not be considered.
JOB DESCRIPTION
Summary/Objective
The Financial Planning & Analysis (FP&A) Team drives value by setting and driving strategy and results. This individual leader will possess a strong understanding of the business and serve as a key voice and collaborative partner to internal stakeholders. He/she/they will gather and analyze information to deliver the annual operating plan. The role is a key connection point across all functions including Sales, Marketing, Operations, and Finance. This individual leader will regularly communicate complex information up, down, and across the company, in large and small settings. Work as part of the Financial Planning & Analysis team to produce accurate financial models, analysis, and reports as well as serve as a strategic partner across the business to provide through detailed reporting including, but not limited, to Spread Reporting, Dashboards, KPI decks, budgets/projections, and other ad-hoc requests.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· Serves as Subject Matter Expert of assigned portfolio and influences others outside of own job area.
· Communicates vision, strategy, and tactics to stakeholders up, down, and across the company.
· Prepare weekly, monthly and quarterly spread, commissions, and leadership reports that are used by management for business decision-making
· Develop reports in Power BI to automate reporting processes
· Leverage Microsoft Excel to develop projections, budgets, and Dashboards
· Support the FP&A team in preparing monthly rolling forecasts, working with the business leaders to gather inputs and assumptions
· Provide thorough and accurate monthly analysis of financial performance relative to budget, forecast and long-range strategic plans
· Support annual budget and semi-annual reforecast processes
· Be proactive about uncovering ways to improve financial operations of the business through analysis of historical performance and suggesting implementation of efficiencies in forecasts and budgets
· Liaison with cross-functional teams to support their budget cycles and deliver monthly functional P&Ls comparing actuals to budget
· Perform ad-hoc analysis with a quick turn-around
Position Type/Expected Hours of Work
This is a full-time position and sometimes requires long hours and weekend work.
Required Education and Experience
· 3-5 years of professional experience in a corporate finance function or conducting complex financial analysis; experience in a corporate FP&A role a plus
· Ability to understand financial statements (Income Statement, Balance Sheet, Cash Flows Statement)
· Bachelor's degree in business, finance, accounting or a technical degree with prior finance related experience
· Advance knowledge of Excel with high proficiency in Microsoft Office is required; ability to combine multiple reports using data tables, pivots, and complex nested formulas
· Must be self-motivated, creative, detail-oriented and able to work independently to meet deadlines within tight time constraints
· Ability to display a solid understanding of financial analysis with knowledge of accounting/financial principles
· Experience building/managing models, budgets, KPI, and dashboards
· Prior experience with Power BI a strong plus
Preferred Education and Experience
· Analytical skills for financial research and modeling in a complex multi-subsidiary environment
· Positive attitude with the constant drive to improve current processes and procedures; ability to see opportunities for change, to capitalize on them and to implement improvements when appropriate for the overall success of the business
Salary: $120k-$140k/year + 15% annual bonus
Finance Manager
Los Angeles, CA Jobs
Our manufacturing client, in partnership with Conexus, seeks a talented Finance Manager to join their Finance and Accounting Team. This is a great opportunity to work with a market leader in the manufacturing industry with strong growth potential, with a collaborative culture, and with interaction with Director level and C-level executives.
Note that this role is an Individual Contributor role. While in the future there might be direct reports, this is not the case at present.
Job Title: Finance Manager
Location: Near Commerce, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of two (2) days/week in the office and three (3) days/week of remote work (subject to change).
Compensation - Salary range is $140,000 to $160,000/year. There is a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE FINANCE MANAGER
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Lead the annual budgeting and financial forecasting process, ensuring alignment with company strategy.
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Collaborate with department heads to monitor financial performance, drive accountability, and improve budget adherence.
Assist CFO in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Financial Planning and Analysis (FP&A) - Price-Volume-Mix Analysis
Prepare monthly and quarterly financial reports, delivering insights into business performance and financial health.
Develop key performance indicators (KPIs) and financial dashboards to enhance decision-making.
Conduct price-volume-mix analysis to assess the impact of pricing and product mix on profitability.
Analyze customer and product profitability, identifying opportunities to improve margins and revenue.
Work closely with Sales and Operations to align pricing strategies and volume expectations with financial targets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE FINANCE MANAGER
Required
Bachelor's degree in accounting, Finance, or a comparable major.
At least six (6) years of progressive FP&A experience
Budgeting, forecasting, variance analysis, and price-volume-mix analysis
Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Warehousing, Logistics (3PL).
Preferred
MBA or CPA
SKILLS OF THE FINANCE MANAGER
Required
Technical
Expert-level MS Excel proficiency (pivot tables, financial modeling)
Interpersonal
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Preferred
Power BI or Tableau
For further information, submit your resume to mark.w@conexusrecruiting.com. All inquiries will be kept in the strictest confidence.
SEC Reporting Manager
Westford, MA Jobs
At NETSCOUT, we are an elite force of trailblazers, innovators, and problem solvers. We protect the connected world from cyberattacks and performance and availability disruptions through our unique visibility platform and solutions powered by pioneering deep packet inspection at scale technology.
We are Guardians of the Connected World. We are looking for exceptional talent to join our team.
About NETSCOUT
NETSCOUT has been helping the world's largest organizations solve their most complex digital challenges for more than 40 years.
NETSCOUT unlocks insight at unequaled scale, from every data packet to the broadest view of global internet traffic, so the world's essential organizations can solve problems faster, constantly transform their digital ecosystems, secure what matters - and stay unstoppable for a world that relies on them every second.
About the Department and Role Function:
The Finance Department supports budget, accounting and financial reporting needs. The Finance Department is also responsible for supporting financial internal controls needs, associated financial operational systems and processes associated with purchasing, accounts payable, payroll, treasury, invoicing, collections, and income taxes as examples.
The SEC Reporting Manger is responsible for supporting the Company's SEC Reporting (10-Q/10-K/Proxy), including financial statement preparation, and judgmental accounting/reconciliation areas linked to enhanced SEC disclosure requirements. In addition, the SEC Reporting Manager is responsible for coordinating the audit (Big 4) function (quarterly reviews and annual audit), internal control compliance (SOX) and technical accounting needs, including implementing new accounting standards. The SEC Reporting Manger will report to the Corporate Controller.
Basic Qualifications/Skills:
Assist with the company's financial reporting process (primarily cash flow and stockholders' equity statement) and footnotes, including the preparation and review of disclosures included in SEC filings (10-K, 10-Q, Proxy, XBRL tagging, etc.) and earnings releases typical of a publicly traded company.
Support on a monthly and quarterly basis judgmental accounting/reconciliation area as part of the close.
Coordinate the annual audit and quarterly review procedures with external auditors including GAAP checklist, financial statement analytics, related party listings, and other items.
Conduct technical accounting research on complex accounting and reporting issues, including but not limited to revenue recognition, lease accounting, capitalized software, stock-based compensation, derivatives, and goodwill/intangible valuation.
Assist in the maintenance as well as development and implementation of new elements of the company's internal control framework and SOX compliance efforts, including documentation of process narratives and evaluation of whether controls are designed effectively and operating as intended to mitigate financial reporting risks.
Oversee international audit coordination and statutory filing needs under IFRS and local GAAP.
Work closely with department leaders and outside advisors through the SEC reporting process. Liaise with legal (internal and external), auditors, investor relations, and other departments to process their comments effectively.
Evaluate the impact of new accounting pronouncements and financial reporting standards. Provide training as needed to the broader finance/leadership team.
Support equity administration platform and the stock compensation accounting and reporting process.
Identification of opportunities to improve and standardize processes/controls across the organization.
Develop and perform regular reviews of accounting policies, procedures and internal controls in order to ensure continuous improvement.
Participate in the coordination of various department projects as applicable to continue to build efficiencies.
Perform all other ad hoc projects as assigned.
Education:
Bachelor's degree in accounting.
Preferred Qualification/Skills:
Experience:
7 or more years of progressive accounting and SEC reporting experience
Mix of prior public company/SEC experience and time spent at a Big 4 firm or National accounting firm.
Experience in the technology/software sector preferred.
Strong technical accounting skills with a thorough knowledge of GAAP, IFRS, SOX and SEC financial reporting.
International IFRS statutory audit coordination/filing experience
Skills & Competencies:
Team player with proven leadership abilities and history of building and developing high-performing teams.
Excellent communication skills with the ability to present complex financial information to non-financial stakeholders.
Strong analytical skills and a strategic mindset with a focus on continuous improvement.
Experience with Tier 1 ERP systems (e.g., Oracle, NetSuite, SAP)
XBRL/Reporting - Active disclosure/DFIN experience or Wokiva equivalent experience
Involvement with equity management and stock compensation expense tools.
Ability to manage multiple priorities and adhere to strict monthly close reporting requirements.
Holds self-accountable to achieving individual and team goals.
Location: On-site in Westford MA
Working at NETSCOUT
At NETSCOUT, our vision is to create a workplace where every individual feels valued, respected, and empowered to contribute their unique perspectives. We strive to build a diverse workforce that reflects the communities we serve. We also know that life at NETSCOUT is not just about what you will contribute, but what we will give back to you. Besides the promise of interesting work in an exciting and ever-growing industry, NETSCOUT is committed to giving you opportunities to continue to learn and grow. Employees are eligible for a variety of professional development opportunities to help them advance their skills and career. We have heavily invested in our individual, management, and leadership training and development programs. We offer a compensation package that includes the following benefits:
Generous vacation package
Equity
Matching 401k plan
Tuition reimbursement
Attractive medical and dental coverage options
Domestic partner benefits
Health and Dependent Care spending accounts and Health Savings Account options
Life and Disability Benefits
Volunteer Time Off, Matching Charitable Gifts
NetScout Systems, Inc. is an EEO/Affirmative Action Employer.
Director of Specialty Finance
Dallas, TX Jobs
Revere Capital is seeking an industry veteran that will be responsible for its consumer lending finance business line. This role will be instrumental in the continued growth of the Revere Capital Specialty Finance (SpecFin) business. The main focus of the position will be the origination and execution of private credit facilities with consumer-focused organizations. The role includes sourcing new investment opportunities, managing the opportunities through the approval process and leading the documentation and ultimate closing. Revere has been active in re-discount lending since 2017, primarily through the offering of revolving lines of credit. SpecFin is active in both the commercial and consumer specialty finance sectors.
ABOUT US
Founded in 2006, Revere Capital is a private credit investment firm focused on Specialty Finance and bridge lending to commercial real estate owners and operators throughout the US. Our mission statement of “Get to Yes” embodies the out of the box thinking and creative problem-solving solutions that we provide to our Borrowers.
RESPONSIBILITIES
Work closely with the Head of Specialty Finance Origination at Revere in the sourcing, origination and documentation of new portfolio investments.
Draft term sheets and letters of intent for prospective investment opportunities as necessary.
Manage the investment review and approval process within Revere.
Coordinate and review all relevant legal documentation required in the structuring and closing of the investment, including the design of the required weekly and monthly reporting framework.
Ensure that portfolio management, operations, and accounting teams are fully prepared for the funding and management of new investments.
Work with portfolio managers, risk managers, and other senior investment professionals to gather requirements for a risk analytics and reporting visualization platform.
Develop appropriate Company marketing and presentation materials for both investment prospects and investors.
PREFERRED QUALIFICATIONS
Proven experience with the nuances of consumer lending, including an understanding of the various origination models.
Ability to analyze consumer loan portfolios in conjunction with the costs of origination and operations.
Comfortable leading the legal documentation process on specific transactions.
Knowledge of cash flow modeling, analysis and valuation skills developed in a financial services environment.
Strong team leadership, interpersonal, and communication skills
Ability to prioritize, multitask, and work independently in a dynamic, deadline-focused environment.
High integrity and sound judgement.
Strong problem solving, decision making, and organizational skills.
Excellent quantitative, verbal, and written communication skills.
Strong sense of accountability and dedication to continuous improvement.
Proficient in Microsoft Excel, PowerPoint, and Word. Familiarity and/or comfort with SQL, Tableau, Power BI a strong plus.
REQUIREMENTS
Must have 10+ years banking or private credit investment experience.
Director of Asset Management - Real Estate Finance
Charlotte, NC Jobs
Macdonald & Company is proud to be partnered with a lean and rapidly growing residential real estate finance and asset management company to appoint a Director of Asset Management to their Charlotte team. Our client is backed by relationships with several large (multi-billion-dollar) private equity groups.
The ideal candidate will have the opportunity to be an integral part of a growing team in a fast-paced, entrepreneurial work environment with external-facing client relationships and direct reporting lines to top-senior leadership. This individual will be involved in several facets of asset management, reporting, and investment performance/analysis deliverables.
Responsibilities:
Asset Management
Lead loan asset management oversight with select clients and partnerships
Work with the relationship manager to review expense and revenue projections, variance reporting & sensitivity analysis for residential lot development projects, and propose adjustments as necessary.
Oversee the loan draw process, ensuring proper materials are received and that loan advances are in conformance to company policies and loan document requirements.
Participate in and aggregate qualitative updates from developer partners and prepare summaries for senior leadership and external stakeholders.
Monitor lot development progress to identify risks and ensure timely completion of projects.
Oversee the monthly and quarterly investor reporting process relating to asset management.
Implement and maintain a formal asset management policies and procedures manual.
Ad hoc asset management reporting to senior leadership (internal) with a focus on development milestones and risk mitigation.
Coordinate site inspection efforts for quarterly inspection coverage to ensure site progress is commensurate with pay applications and commitment draws.
Oversee borrower insurance tracking, financial statement tracking, monthly statements, lien search process and recurring background check process.
Oversee process for partial paydown requests, payoff requests, and monthly borrower loan statements.
Ensure accuracy of new loan set up in the system for loan closings.
Manage special situations with developer partners if required for non-compliant loans.
Perform regular site visits and in-person partner meetings for key projects and partnerships.
Underwriting Support
Participate in project due diligence review
Perform project-specific and general market analysis
Communicate directly with builders, engineers, and contractors to verify project assumptions
Review of credit approval memorandums and supporting materials
Qualifications & Experience:
Possess a minimum of 7-10 years of direct experience in real estate asset management and development, and real estate loan servicing experience.
Bachelor's degree required in real estate, business, finance, or related field.
Expertly skilled with Microsoft Excel and the wider suite of Microsoft applications and Adobe
Exceptional academic/professional written and verbal communication skills for relationship management with clients, service providers, and investors.
Results-Oriented: track record of delivering quantifiable results to the organization (i.e. analyzing opportunities/risks, developing and executing related action plans, and delivering results).
Operational Excellence: a proven ability to identify, collect and analyze development performance data, market research data, risk metrics, and other related data to improve outcomes.
Self-Motivated: adaptable to a high-paced and dynamic work environment and adept at prioritizing and reprioritizing quickly changing tasks while maintaining attention to detail.
Takes ownership of a wide and broad range of tasks, which will vary and depend on business needs at the time.
Ability to be flexible and coachable are of paramount importance.
Financial Manager - DoD
San Antonio, TX Jobs
DoD Financial Manager
Security Clearance Required: TS/SCI
Position Type/Standard Work Hours: Full-time/40 hours per week
Summary/Objective:
Provide expert customer support services, budgetary planning, and data-driven analysis to ensure sound stewardship of resources that ensures 16th Air Force (AF) and AFCYBER's success. The Financial Manager ensures 16 AF and AFCYBER has the resources in the right place at the right time and provides stewardship over budgetary and financial expertise to achieve the various missions and support the front-line.
Primary Responsibilities:
Perform assigned budget oversight, analysis, and execution tasks to meet the needs of 16 AF. Tasks include, but are not limited to, civilian pay management and forecasting, travel oversight and support, current and prior year open document reviews, processing accounting adjustment vouchers, creating and maintaining the accounting structure in appropriate systems, developing annual execution plans and spend plans, supporting corporate process conduct, collecting, and evaluating unfunded requirements, and overseeing and executing a reimbursable program.
Perform and conduct data collection and analysis, including business case analysis, analysis of alternatives, cost-benefit analysis, financial impact analysis, government budget planning, expenditure tracking and reconciliation, cost allocation, and cost recovery. Additionally, must be able to generate and interpret all accounting system and program management reports for analysis and management oversight.
Monitor the use and rate of expenditures of budgeted funds through continuing dialogue with program/project managers, senior leaders and their staff, review of written documents, and examination of accounting records.
Assist in the development of budget estimates, financial plans, budget documentation and other budget formulation estimates for execution.
Conduct research, identify, and analyze trends in the use of funds, and evaluates the effects of continuing changes in program plans and funding.
Prepare a variety of reports covering the status of funds, expenses, and obligations as required by higher headquarters. Compares obligations and expenditures and identifies conditions of over or under obligation of funds. Support various execution reviews and budget planning (short and long term). Operate and improve on existing tools and models, build new financial models to analyze and reconcile program data plus forecast as necessary, and develop program reports and recommendations for improvements regarding the overall budget and execution process and strategic reporting capabilities. CDRL A006.
Provide financial closeout and reconciliation support. CDRL A006.
Collect, organize, and maintain financial data and documentation, reconcile obligations and disbursements, and verify accuracy of data in various financial and payment systems. Including maintaining and updating cost models, developing budget drills, and "what if' analyses.
Conduct research to assist with policy development and implementation.
Assist with developing and implementing a plan to deploy Defense Agency Initiative (DAI) to 16 AF and subordinate units in support of cyber funding execution.
Required Education and/or Experience:
An active DoD Top Secret/SCI clearance is required.
Minimum of a Bachelor's Degree in Business, Finance, Public Administration or similar degree.
PLUS:
At least 2-years DoD FM experience and a DFMC Level 1 or equivalent.
Supervisory Responsibilities:
This position does not supervise the work of others.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment.
Physical Demands:
Must be able to operate a computer and other standard office equipment.
Travel:
Very little.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and/or activities may change at any time with or without notice.
BTAS Benefits:
A comprehensive benefits program, including paid time off, federal holidays, health coverage, 401K plan with generous company match is offered to all full-time employees.
AAP / EEO Statement:
BTAS is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
BTAS is an E-Verify program participant.
Financial Controller
Hartford, CT Jobs
We are seeking a highly skilled Financial Controller to lead our financial strategy, reporting, and compliance efforts. This role is critical in driving financial integrity, optimizing cash flow, and collaborating with shared services and key stakeholders. The ideal candidate will have strong leadership capabilities, technical expertise, and a proven track record in financial management.
Key Responsibilities
Financial Leadership & Strategy
Lead financial planning and collaborate with cross-functional teams to achieve strategic goals.
Ensure alignment of financial strategies with business objectives.
Financial Reporting & Compliance
Oversee the preparation of accurate and timely financial reports in compliance with accounting standards.
Ensure adherence to tax regulations, accounting principles, and company policies.
Manage internal and external audits, working closely with auditors.
Maintain robust internal controls to safeguard company assets.
Budgeting & Forecasting
Lead the annual budgeting and forecasting process for North America.
Provide variance analysis and financial insights to drive cost efficiency.
Cash Flow & Treasury Management
Monitor cash flow, optimize working capital, and manage liquidity.
Oversee banking relationships, investments, and debt management.
Risk Management & Compliance
Identify and mitigate financial risks to ensure business continuity.
Ensure compliance with financial regulations and industry best practices.
Payroll & Compliance
Oversee payroll processing, ensuring accuracy and compliance with tax and labor laws.
Conduct payroll audits and manage third-party payroll providers.
Mergers & Acquisitions (M&A) and Due Diligence
Support financial due diligence for potential mergers and acquisitions.
Assess financial viability and integration planning for new opportunities.
Cost Optimization & Process Improvement
Identify opportunities for cost savings and operational efficiencies.
Drive continuous improvement in accounting policies, financial systems, and automation.
Audit & Internal Controls
Ensure the company adheres to external audit requirements and internal control frameworks.
Collaborate with internal teams to enhance governance and compliance.
Team Leadership & Collaboration
Manage, mentor, and develop the finance team.
Work closely with shared services and other stakeholders to ensure seamless financial operations.
Qualifications & Experience
Education: CA or CPA preferred.
Experience: 14+ years in senior financial roles, preferably in a listed company. Experience of working with offshore “shared services”
Technical Expertise: Strong knowledge of accounting standards, tax regulations, and financial compliance.
Leadership Skills: Proven ability to lead teams, collaboration and drive strategic initiatives.
M&A & Due Diligence: Experience in M&A and financial due diligence is a plus.
Why Join Us?
Opportunity to lead financial strategy in a dynamic environment.
Work closely with senior leadership and cross-functional teams.
Drive impactful financial initiatives that shape business growth.
If you are a results-driven finance professional with a passion for leadership and process excellence, we encourage you to apply!
Director of Finance And Accounting
Palm Springs, CA Jobs
Are you a financial maestro ready to lead and innovate in a dynamic environment? A family-owned, PE backed packaging company in stunning Palm Springs California, is seeking a visionary Director of Finance to join their team and become a cornerstone of their continued success. If quality, integrity, and customer satisfaction are values you champion, then read on!
The Role:
As the Director of Finance, you will be at the helm of all accounting and financial operations. Your mission will be to ensure the accuracy and timeliness of financial information and reporting, while driving financial strategies that align with organizational goals. Your insights will be essential in shaping pricing models, managing budgets, and providing variance analysis to highlight areas of opportunity. A keen eye for cost reduction and process improvements will empower you to make impactful recommendations, supporting management decisions on investments and resources.
Key Responsibilities:
Oversee all accounting functions with precision
Ensure timely and accurate financial reporting
Prepare and manage budgets, aligning with strategic goals
Conduct variance analyses and provide detailed reports
Assist in product pricing to ensure profitability
Support strategic planning with profitability analyses of product lines
Establish and enforce internal controls and budgetary adherence
Collaborate with cross-functional teams for continuous improvement
Guide management with financial insights and recommendations
Qualifications:
CPA is a plus but not mandatory
Experience with annual external audits or reviews
Familiarity with ERP systems and successful implementations
QuickBooks ProAdvisor certification is a bonus
5+ years of relevant experience, including operational support
Proven supervisory skills, meeting financial deadlines
Strong grasp of US GAAP
Experience in the food or manufacturing sector is advantageous
If you're ready to join a company that prides itself on a legacy of excellence and a commitment to its customers, we want to hear from you. Apply now to start a conversation about this exciting opportunity!
We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.
Risk Manager II , Product Quality
Senior Finance Manager Job At Amazon
Amazon's Perfect Order Experience team works to ensure that customers can buy with confidence on Amazon.com. We design and implement policies, tools and technology innovations to protect the buying experience on Amazon while minimizing friction for sellers. Our greatest challenge is protecting Buyer trust without unjustly harming good selling partners. To strike the right balance, we invest in mechanisms which allow us to accurately identify and mitigate risk, and to quickly correct and learn from our mistakes. This strategy includes continuously evolving enforcement policies, iterating our Machine Learning risk models, and exercising high‐judgement decision‐making where we cannot apply automation.
We're looking for a Risk Manager with a passion for data and delivering results to work on our counterfeit prevention program, ensuring that the products customers receive are authentic and in the condition they are expecting. You will own initiatives and work across program and product teams as well as with other Risk Managers and Business Analysts to deliver results against our counterfeit prevention goals. You will possess the ability to drive the creation of real tools and features for thousands of merchants participating in our stores on a regular basis.
The ideal candidate will be innovative, obsess over Customers, and empathize with their pain of receiving sub-optimal products. They will be energized by working with cross-functional teams and have a proven track record of succeeding in ambiguous situations. They will be comfortable with visualizing data and conceptualizing programs with a sharp focus on business outcomes. They will use data to guide decisions and prioritization and will deliver results that help Customers without unjustly impacting Sellers. They will have a track record of working across policy, legal, product, engineering, data science and operations teams to deliver successful program launches.
Key job responsibilities
* Help drive our strategy to reduce the counterfeit complaint rate at a WW level
* Define roadmaps to achieve business goals, which includes solving for key drivers of counterfeit issues and designing solutions that eliminate issues
* Design, develop, and deploy programs in partnership with product, engineering, policy and science teams
* Work with business stakeholders and tech teams to define needs, build solutions, and measure results
* Clarify and drive short-term and long-term project priorities and commitments, as well as establish and maintain clear chains of project and program management and accountability
* Plan and conduct product/business reviews and reporting, including program flashes, budgeting, ops optimization
About the team
Here at Selling Partner Services, we embrace our differences. We are committed to furthering our culture of inclusion. We have 14 employee-led affinity groups, reaching 10,000+ employees in chapters globally. We have innovative benefit offerings, and we host annual and ongoing learning experiences, including our DEI Ambassador Program. Amazon's culture of inclusion is reinforced within our 16 Leadership Principles, which remind team members to seek diverse perspectives, learn and be curious, and earn trust.
This position is available for remote work in one of the following states: Washington state.
BASIC QUALIFICATIONS
* 5+ years of compliance program management, legal, governance, audit, risk/loss prevention, or equivalent experience
* Bachelor's degree or equivalent
* Knowledge of Microsoft Excel and other Office products and applications at an advanced level
* Experience with SQL
* Strong enthusiasm to provide superb customer service to executive leadership and other key stakeholders
* Exceptional written communication skills
PREFERRED QUALIFICATIONS
* 4+ years of program requirements definition and data and metrics leveraging to drive improvements experience
* Project Management Professional (PMP) or equivalent certification
* Experience leveraging technology and implementing lean principles/Six Sigma methodologies to drive process improvements or equivalent
* Demonstrated analytical and quantitative skills to use hard data and metrics to back up assumptions
* Master's degree or equivalent
Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $66,800/year in our lowest geographic market up to $142,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.