Chief Finance Officer Jobs in Vermont

- 61 Jobs
  • Financial Director

    The McBride Company 4.5company rating

    Chief Finance Officer Job In Manchester Center, VT

    Manchester, VT-based creative design firm The McBride Company is seeking a highly experienced, full-time financial administrator who will be responsible for facilitating the office's functioning through a range of financial, administrative, clerical, and managerial tasks. Primary Responsibilities: Tracking and monitoring the financial well-being of the company. This includes budgeting, forecasting, planning, and managing accounts payable, payroll, invoicing, and accounts receivable, as well as maintaining excellent relationships with vendors and customers Regular review and analysis of P&L statements, balance sheets, and cash flow with company management Contracts Management, including creation, tracking, insurance accords, and filing management Liaison with outside Insurance firms, including yearly reviews of renewals for Workers' Compensation, E&O, and Business Owners' policies Liaison to outside CPA firm, including forecasting state and federal tax liabilities. Management of office operations and procedures such as correspondence, filing systems, managing timesheets, and reimbursable expenses Experience Guidelines: Degree in business, accounting, finance, or equivalent meaningful work experience in a related field At least four years of experience in accounting, business, bookkeeping, or related financial field Proficiency in Quickbooks, ADP, Microsoft Office, GSuite, and data processing with a strong attention to detail Excellent people skills and experience with customer service
    $85k-134k yearly est. 24d ago
  • Chief Financial Officer

    Allinc

    Chief Finance Officer Job In Vermont

    At Aspire Living & Learning, we believe in the power of community, connection, and potential. As a non-profit human services agency, we support neurodiverse children and adults, helping them thrive in their communities through personalized services and meaningful opportunities. Our work is driven by a shared commitment to inclusion, respect, and impact-empowering individuals to live their fullest lives. We're seeking a dynamic Chief Financial Officer (CFO) to join our executive team. Reporting directly to the CEO, the CFO will play a critical role in shaping Aspire's financial strategy, ensuring fiscal sustainability, and supporting our mission-driven growth. This isn't just a financial leadership role-it's an opportunity to influence organizational strategy, drive operational excellence, and make a lasting impact in the communities we serve. What You'll Do: Develop and oversee long-range financial plans that support Aspire's growth and stability. Partner with the CEO, Board of Directors, and Finance Committee to drive strategic initiatives. Translate complex financial data into clear, actionable insights for diverse audiences. Ensure compliance with financial, accounting, legal, and regulatory standards. Lead budgeting, forecasting, and financial reporting processes with accuracy and transparency. Oversee risk management, investment strategies, and banking relationships. Support business development through pro-forma budget creation and analysis. Mentor and develop a high-performing finance team, including the Controller and Directors of Finance. Who You Are: A strategic thinker with strong financial acumen and a passion for mission-driven work. Skilled at telling the story behind the numbers-connecting data to decisions with clarity and purpose. Experienced in non-profit financial management, with knowledge of Medicaid-based funding a plus. Adept at building relationships across all levels of an organization, from frontline staff to board members. A collaborative leader who thrives in complex environments, balancing detail with big-picture thinking. Committed to diversity, equity, and inclusion in both financial practices and leadership. Qualifications: Bachelor's degree in business, finance, economics, or a related field (Master's preferred). 8+ years of senior-level finance leadership, ideally in non-profit or healthcare settings. Strong background in financial planning, budgeting, accounting (GAAP), and compliance. Proficiency in financial management systems and advanced Excel skills. Exceptional communication, analytical, and problem-solving abilities. Willingness to travel approximately 5 days per month. Located within driving distance of an Aspire office in MA, NH, VT, CT, or MD, with the ability to travel as needed for in-person collaboration and leadership engagement. Why Aspire: Joining Aspire means becoming part of a values-driven organization where your work matters. We offer: A collaborative, mission-focused environment. Opportunities for professional growth and leadership development. A competitive compensation and benefits package. The chance to contribute to meaningful change in the lives of those we support. Compensation & Benefits: At Aspire Living & Learning, we recognize that attracting and retaining exceptional leaders requires a comprehensive and competitive benefits package. As a key member of our executive team, you will not only have the opportunity to make a meaningful impact but also enjoy a range of benefits designed to support your personal well-being and professional growth, including: Comprehensive Health, Dental, & Vision Insurance - Choose from multiple medical plans, with vision coverage included at no additional cost. Flexible Spending Accounts (FSA) & Health Savings Account (HSA) Options - Use pre-tax dollars for medical and dependent care expenses. Lifestyle Spending Accounts with JOON - Monthly funds for wellness, fitness, commuting, childcare, pet care, and more. 403(b) Retirement Plan with Employer Match - A 100% match on contributions up to 2% of your salary. Generous Paid Time Off - Paid sick, personal, and vacation days, plus holidays. Professional Growth Opportunities - Access to training, leadership development courses, mentorship, and career advancement pathways. Employer-Paid Life & Disability Insurance, along with an Employee Assistance Program (EAP), Telehealth Services, and more. We are committed to fostering an environment where our leaders can thrive-both professionally and personally-while driving meaningful change within the communities we serve. Aspire Living & Learning believes it must play an active role in creating a community of employees that is diverse, inclusive and equitable. Our work benefits greatly from the contributions of people of color, people from working class backgrounds, women, LGBTQ people, and individuals with disabilities. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
    $79k-140k yearly est. 28d ago
  • Tax Director - Personal Financial Services

    PwC 4.8company rating

    Chief Finance Officer Job In Montpelier, VT

    **Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: + Support team to disrupt, improve and evolve ways of working when necessary. + Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. + Identify gaps in the market and spot opportunities to create value propositions. + Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. + Create an environment where people and technology thrive together to accomplish more than they could apart. + I promote and encourage others to value difference when working in diverse teams. + Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. + Influence and facilitate the creation of long-term relationships which add value to the firm. + Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : Bachelor Degree **Required Fields of Study** : Accounting **Minimum Years of Experience** : 8 year(s) **Certification(s) Required** : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity **Preferred Qualifications** : **Preferred Knowledge/Skills** : Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas: + Financial planning; + Wealth transfer planning; and, + Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or a proven record of success as a team leader: + Financial planning; + Wealth transfer planning; and, + Business succession planning or trust and estate work. + Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; + Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships; + Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, + Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: + Financial planning; + Wealth transfer planning; and, + Business succession planning or trust and estate work. + Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance; + Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships; + Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and, + Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. + Innovating through new and existing technologies, along with experimenting with digitization solutions; + Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; + Utilizing digitization tools to reduce hours and optimize engagements; and, + Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $140,900 - $434,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: *********************************** \#LI-Hybrid
    $140.9k-434k yearly 49d ago
  • Chief Financial Officer

    Downs Rachlin Martin 3.8company rating

    Chief Finance Officer Job In Burlington, VT

    Downs Rachlin Martin PLLC (DRM) - one of Northern New England's largest law firms - is seeking an energetic and experienced Chief Financial Officer (CFO) to join our administrative team. The ideal candidate will be a finance leader who takes a hand-on approach to leading the daily operations of the accounting department, and provides oversight of information technology function while working closely with the Managing / Deputy Managing Partners and the other administrative leaders of the Firm. The successful candidate will possess a solid understanding of accounting principles and regulatory requirements, strong leadership skills, and high technological aptitude. The CFO reports directly to the Managing Partner/ CEO. Work with a team of industry-leading professionals while thriving in the lifestyle that only Vermont can provide, with Boston, New York City and Montreal just a few hours away by car. We pride ourselves on investing in our employees' professional growth within sophisticated practices with mentorship and training, leading technology, and a top-notch support staff. We offer a competitive salary, comprehensive benefits and an unmatched culture with opportunities to get involved with your colleagues and the communities in which we live, work and play. Key Responsibilities: Lead the development and evaluation of short-term and long-term financial objectives Direct budget development in support of short-term and long-term planning of strategic goals Establish, monitor and enforce internal controls Ensure compliance with federal, state and local legal requirements Oversee the financial, accounting and information technology teams Compensation management Provide strategic financial guidance to Firm management Take a lead role in living DRM's Guiding Principles Periodic travel Minimum Qualifications: Master's Degree in business, accounting, finance or management plus five or more years of senior level management experience CLM or CPA professional designation is a plus 10+ years serving in a lead financial management role, preferably in a law firm or other professional services firm Ability to work effectively as a key team member while also being able to work independently and prioritize effectively Ability to generate respect and trust from directors and employees of the firm Proficiency with a variety of software tools including Accounting software, Microsoft Office Suite, and data analytics tools Demonstrated success in managing organizational change and improvement Benefits: Health Insurance Health Savings Account Dental Insurance Vision Insurance Paid Life Insurance Paid Disability Insurance Paid Vacation Wellness Programs Optional Life / Long Term Care Insurance 401(k) Matching Optional 401(k) Student Loan Repayment Matching Program Profit Sharing
    $99k-164k yearly est. 60d+ ago
  • Chief Financial Officer

    Aspireinternaljobboard

    Chief Finance Officer Job In Barre, VT

    At Aspire Living & Learning, we believe in the power of community, connection, and potential. As a non-profit human services agency, we support neurodiverse children and adults, helping them thrive in their communities through personalized services and meaningful opportunities. Our work is driven by a shared commitment to inclusion, respect, and impact-empowering individuals to live their fullest lives. We're seeking a dynamic Chief Financial Officer (CFO) to join our executive team. Reporting directly to the CEO, the CFO will play a critical role in shaping Aspire's financial strategy, ensuring fiscal sustainability, and supporting our mission-driven growth. This isn't just a financial leadership role-it's an opportunity to influence organizational strategy, drive operational excellence, and make a lasting impact in the communities we serve. What You'll Do: Develop and oversee long-range financial plans that support Aspire's growth and stability. Partner with the CEO, Board of Directors, and Finance Committee to drive strategic initiatives. Translate complex financial data into clear, actionable insights for diverse audiences. Ensure compliance with financial, accounting, legal, and regulatory standards. Lead budgeting, forecasting, and financial reporting processes with accuracy and transparency. Oversee risk management, investment strategies, and banking relationships. Support business development through pro-forma budget creation and analysis. Mentor and develop a high-performing finance team, including the Controller and Directors of Finance. Who You Are: A strategic thinker with strong financial acumen and a passion for mission-driven work. Skilled at telling the story behind the numbers-connecting data to decisions with clarity and purpose. Experienced in non-profit financial management, with knowledge of Medicaid-based funding a plus. Adept at building relationships across all levels of an organization, from frontline staff to board members. A collaborative leader who thrives in complex environments, balancing detail with big-picture thinking. Committed to diversity, equity, and inclusion in both financial practices and leadership. Qualifications: Bachelor's degree in business, finance, economics, or a related field (Master's preferred). 8+ years of senior-level finance leadership, ideally in non-profit or healthcare settings. Strong background in financial planning, budgeting, accounting (GAAP), and compliance. Proficiency in financial management systems and advanced Excel skills. Exceptional communication, analytical, and problem-solving abilities. Willingness to travel approximately 5 days per month. Located within driving distance of an Aspire office in MA, NH, VT, CT, or MD, with the ability to travel as needed for in-person collaboration and leadership engagement. Why Aspire: Joining Aspire means becoming part of a values-driven organization where your work matters. We offer: A collaborative, mission-focused environment. Opportunities for professional growth and leadership development. A competitive compensation and benefits package. The chance to contribute to meaningful change in the lives of those we support. Compensation & Benefits: At Aspire Living & Learning, we recognize that attracting and retaining exceptional leaders requires a comprehensive and competitive benefits package. As a key member of our executive team, you will not only have the opportunity to make a meaningful impact but also enjoy a range of benefits designed to support your personal well-being and professional growth, including: Comprehensive Health, Dental, & Vision Insurance - Choose from multiple medical plans, with vision coverage included at no additional cost. Flexible Spending Accounts (FSA) & Health Savings Account (HSA) Options - Use pre-tax dollars for medical and dependent care expenses. Lifestyle Spending Accounts with JOON - Monthly funds for wellness, fitness, commuting, childcare, pet care, and more. 403(b) Retirement Plan with Employer Match - A 100% match on contributions up to 2% of your salary. Generous Paid Time Off - Paid sick, personal, and vacation days, plus holidays. Professional Growth Opportunities - Access to training, leadership development courses, mentorship, and career advancement pathways. Employer-Paid Life & Disability Insurance, along with an Employee Assistance Program (EAP), Telehealth Services, and more. We are committed to fostering an environment where our leaders can thrive-both professionally and personally-while driving meaningful change within the communities we serve. Aspire Living & Learning believes it must play an active role in creating a community of employees that is diverse, inclusive and equitable. Our work benefits greatly from the contributions of people of color, people from working class backgrounds, women, LGBTQ people, and individuals with disabilities. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
    $77k-145k yearly est. 28d ago
  • Vice President, Controller (Greater Boston or Montreal, Canada or Vermont)

    Power Factors 3.5company rating

    Chief Finance Officer Job In Vermont

    Power Factors is a software and solutions provider leading the next generation of clean energy with Unity, one of the most extensive and widely deployed renewable energy management suites (REMS) in the market. With over 300 GW of wind, solar, and energy storage assets managed worldwide across more than 600 customers and 18,000 sites, Power Factors manages 25% of the world's renewable energy data.* Power Factors' Unity REMS supports the entire energy value chain, from monitoring and controls to market analytics. The company's suite of open, data-driven applications empowers renewable energy stakeholders to collaborate, automate critical workflows, and make more informed decisions to maximize asset returns. Energy stakeholders receive end-to-end support, including solutions for SCADA & PPC, centralized monitoring, performance management, commercial asset management, and field service management. With deep domain expertise, AI-powered insights are delivered at scale so businesses can optimize assets, unlock growth, and make smarter decisions as the world rapidly transitions to clean energy. Power Factors fights climate change with code. * Outside China and India ABOUT THE ROLE The Controller is responsible for managing and directing the accounting functions of the company (General Accounting, A/P, A/R, Audits) across all our geographies. This role ensures the completeness, accuracy and timeliness of financial statements, compliance with regulatory requirements, and effective financial management strategies to support business growth. The Controller will work closely with the CFO and other senior leaders to develop financial strategies and ensure the health and stability of the company's financial position. KEY RESPONSIBILITIES: Financial Reporting & Compliance: Oversee the preparation and accuracy of financial statements, including monthly, quarterly, and annual reports. Ensure compliance with local, state, and federal regulations as well as financial reporting standards (e.g., GAAP, IFRS). Manage external audits and coordinate the preparation of audit schedules and supporting documentation. Leadership & Management: Lead, mentor, and develop a team of accountants and finance professionals around the world. Manage the accounting department's day-to-day operations, including general accounting, accounts payable, and accounts receivable. Implement accounting policies and procedures that enhance efficiency and control within the organization. Internal Controls & Risk Management: Develop and maintain strong internal controls to safeguard the company's assets and ensure accurate financial reporting. Identify and mitigate financial risks by establishing policies that promote ethical practices and transparency. Technology & Systems: Oversee the implementation and maintenance of accounting software and systems, ensuring that they meet the company's needs. Stay current on accounting technology trends and evaluate new tools to improve efficiency and effectiveness. Mergers & Acquisitions (M&A) Support (if applicable): Support the company in merger, acquisition, and divestiture activities, including financial due diligence, integration, and post-transaction analysis. REQUIRED COMPETENCIES: We believe you enjoy working in a purpose-driven organization and that you thrive in an environment where you need to find creative solutions to challenging problems in a fast-changing context. This also means that you are effective at managing multiple tasks of varying complexities, work well under pressure, and are driven by continuous learning and growth. Specifically, we are looking for someone with the following toolbox: Education: Bachelor's degree in Accounting, Finance, or related field; Master's degree or CPA preferred. Experience: 10+ years of experience in accounting, with at least 5 years in a leadership or senior management role. Technical Skills: Proficiency with accounting software (e.g., SAP, Oracle), Excel, and financial modeling. Knowledge: US GAAP expertise, financial reporting standards, tax laws, and internal controls. Leadership: Proven ability to lead and develop a high-performing team, with excellent communication, problem-solving, and decision-making skills. Strategic Thinking: Strong business acumen with the ability to align financial operations with broader organizational goals. Skills & Competencies: Excellent analytical and financial modeling skills High attention to detail and accuracy Strong leadership and team-building abilities Effective communication and presentation skills Ability to manage multiple priorities and meet deadlines LIFE @ POWER FACTORS We are an agile software development company - big enough to make an impact, but small enough to move quickly and execute in a growing industry, taking advantage of rapidly evolving technologies. We are a collective of bold and ingenious talents driven by results. Our team is made up of hard-working, fun-loving people who are passionate about making the world a better place. We seek fierce and humble people to help us achieve our ambitious plan. WHY JOIN US By joining the Power Factors team, you'll be part of a dynamic group of innovative and driven individuals dedicated to making a positive impact. Every day, your work will directly contribute to advancing clean energy solutions and supporting global sustainability initiatives. Our culture runs deep and shows up in how we work together - committed, conscientious and collaborative. With many opportunities for professional growth, Power Factors is here to support your development as we lead the charge in transforming the energy industry. WE ARE AN EQUAL OPPORTUNITY EMPLOYER Power Factors is an Equal Opportunity Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $138k-186k yearly est. 60d+ ago
  • Vice President, Financial Planning Director (Colchester, VT)

    Morgan Stanley 4.6company rating

    Chief Finance Officer Job In Colchester, VT

    Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities * Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability * Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies * Collaborate effectively with local management team to prioritize financial planning engagements * Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy * Facilitate business growth by driving client loyalty * Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture * Drive goals based wealth management strategy with Financial Advisors and their clients * Responsible for helping Financial Advisors with their clients' and prospects' financial planning needs * Remain current with all CFP and/or CPWA continuing education requirements * Comply with all regulatory requirements, including licensing and registrations Job Requirements * Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: * Holder of a Bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses required * Exemplary in communication, presentation, time-management and organizational skills * Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. * Authorization to work in the U.S. without durational restrictions * Successful completion of background check and pre-employment assessments * Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between 140,000 and 160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-171k yearly est. 6d ago
  • VP & Actuary, Collateral, Financial Solutions

    Reinsurance Group of America 4.7company rating

    Chief Finance Officer Job In Vermont

    You desire impactful work. You're RGA ready RGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration. A Fortune 500 Company and listed among its World's Most Admired Companies, we're the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all. RGA's Global Financial Solutions (GFS) line of business accounts for over 50% of RGA's consolidated income. The Longevity line of business is one of RGA's fastest growing lines of business with benefit obligations in excess of $70 billion. Development of in-force and risk management as well as collateral processes for this line of business continue to be refined. The Vice President & Actuary, Collateral, Financial Solutions will be a key player in ensuring that the longevity line of business is managed to a standard at least as rigorous as that of RGA's other lines of business. Collateral Management * Take a wholistic approach across all GFS product lines to enhance collateral performance * Lead design and development of new approaches to collateral management to drive industry-leading innovations and differentiation in the marketplace * Utilize experience studies and work with the teams that actively monitor in-force experience to optimize collateral and support organizational balance sheet optimization efforts * Partner with corporate partners to ensure consistency and alignment with corporate risk measures, investment philosophy, and strategic objective * Partner with GFS's market risk services and investment operations to consider derivative usage to achieve above objectives In-force Management * Leverage an deep understanding of the dynamics which impact the income statement and balance sheet for this line of business to support product in-force management and product development teams in GFS * Work with GFS product line leaders to improve the in-force business model for enhanced product level performance * Serve as a contributor to the in-force risk management process, identifying and analyzing potential impacts to the risk management programs, product pricing, business mix, currency exposures, and assets under management New Business Pre-Binding Review * Leverage in-depth knowledge of assets and market risk support the assessment of risk and treaty reviews for proposed new transactions * Provide guidance to deal teams, GFS Leadership, Structured Finance (and CLC), including recommendations for collateral packages, as well as new/developing collateral business processes * Review the risk analysis and treaty documents for new or amended transactions, highlighting any potential areas heightened risk, providing feedback / recommendations to mitigate risk, escalating where necessary * Provide a recommendation to VP Longevity & Capital Solutions In-force & Risk Management and Collateral and Liquidity Committee (CLC) (upon request) prior to entering into new transactions as to its viability and manageability Leadership and Management * Develop functional (collateral) strategies and initiatives to support an overall vision and drive through to successful implementation * Demonstrated ability to be a thought leader and change agent - design, drive and implement change, ensuring understanding, participation, and ownership amongst all impacted stakeholders * Excellent ability to lead within and across teams with members spread across multiple geographies, particularly gaining cooperation from those members outside the direct chain of command, across a wide variety of operational, functional and technical disciplines Requisites: * Fellowship in a recognized actuarial organization (FSA, FIA, FCAS, FIAA) * CFA charterholder, CFA Institute * 15 or more years of progressive experience in insurance/reinsurance, investments, ALM, financial management, capital management, risk management * Highly advanced capabilities in risk management and investments, specifically as it pertains to insurance risks such as mortality, longevity, policyholder behavior, and the interplay between assets and liability cashflows * Advanced knowledge of a variety of global regulatory accounting and capital frameworks, including principles based economic capital * Proven ability to analyze and improve business outcomes * Strong oral and written communication skills including the ability to present regularly to C-suite executives and senior leaders * Capable of liaising with individuals across a wide variety of operational, functional, geographical and technical disciplines * Expert ability to challenge and enhance analytical capabilities * Ability to make timely and effective decisions that lead to results Preferred: * Exposure to non-insurance risks (operational, investment market and credit, capital, and strategic) * Experience working in virtual and/or remote team environments * Exposure to multiple global regulatory, accounting and capital regimes * Previous experience with longevity reinsurance or PRT market * Experience with other GFS lines of business - Asset Intensive, Financial Reinsurance * Knowledge of US GAAP, IFRS, Solvency 2 #LI-DL1 #LI-REMOTE What you can expect from RGA: * Gain valuable knowledge from and experience with diverse, caring colleagues around the world. * Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought. * Join the bright and creative minds of RGA, and experience vast, endless career potential. Compensation Range: $203,045.00 - $253,805.00 Annual Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits. RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.
    $203k-253.8k yearly 58d ago
  • Relocate to Botswana: CEO (Fintech)

    Black Pen Recruitment

    Chief Finance Officer Job In Vermont

    Our client is a Botswana-based financial services provider that has been offering loan solutions since 2012. With a strong focus on accessibility and customer convenience, they have established a network of over 35 branches and kiosks strategically located across the country. Their mission is to ensure that individuals can easily access the financial support they need, making them a trusted and reliable partner within the local community. Role Overview The CEO would be responsible for leading and overseeing the overall strategic direction, financial performance, and operational excellence of the company. The CEO will ensure the successful execution of the company's vision and mission in the mobile money industry, driving financial inclusion, customer satisfaction, regulatory compliance, and sustainable growth. This role requires a dynamic leader with a strong background in financial services, fintech, mobile payments, and digital transformation and a hands-on approach. Job type: Full time/ Permanent Workplace: On-site Location: Botswana Relocation to Botswana is a must Requirements Bachelor's degree in Business Administration, Finance, Economics, Information Technology, or a related field; MBA or relevant postgraduate degree preferred. Minimum of 5-8 years of executive leadership experience in fintech, banking, telecommunications, or mobile financial services. Proven track record of leading a high-growth business, scaling mobile money operations, and driving digital financial inclusion. Strong understanding of financial regulations, AML/KYC requirements, and risk management principles. Experience in strategic partnerships, investor relations, and stakeholder management. Excellent leadership, communication, and negotiation skills. Strong analytical skills with the ability to interpret financial reports, market trends, and business performance metrics. Experience working with regulators, policymakers, and industry associations in the financial services and fintech sectors. Strategic thinking and problem-solving skills. Strong leadership and team-building capabilities. Excellent financial acumen and business judgment. Strong negotiation and stakeholder management skills. Ability to drive innovation and adapt to emerging financial technologies. Effective decision-making under uncertainty and complex business environments. Responsibilities Strategic Leadership & Business Growth: Develop and implement the company's long-term vision, mission, and strategic plan to ensure business growth and sustainability. Identify new market opportunities, partnerships, and revenue streams to expand the company's footprint and enhance financial inclusion. Spearhead innovation in mobile money solutions, ensuring alignment with emerging financial technologies and customer needs. Drive expansion strategies including partnerships with banks, telecom operators, merchants, and other financial institutions. Establish and maintain strong relationships with key stakeholders, including investors, regulatory bodies, financial institutions, and technology partners. Financial Performance & Risk Management: Oversee financial management and performance, ensuring profitability, revenue growth, and operational efficiency. Develop and execute financial plans, budgets, and forecasts to achieve business objectives. Implement robust risk management policies and compliance frameworks to mitigate financial and operational risks. Ensure compliance with local and international financial regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements. Operational Excellence & Technology Innovation: Oversee the development and deployment of innovative mobile money services that improve accessibility, affordability, and usability. Drive operational efficiency and digital transformation to enhance customer experience and business scalability. Lead product development initiatives to introduce new payment solutions, remittances, merchant services, and other fintech innovations. Ensure cybersecurity measures and data protection policies are in place to safeguard customer information and transactions. Leadership & Team Management: Build and lead a high-performing executive team, fostering a culture of collaboration, accountability, and continuous improvement. Provide strategic guidance and mentorship to senior management and employees to enhance productivity and engagement. Champion diversity, equity, and inclusion within the organisation to create a dynamic and inclusive workplace. Align team objectives with overall company goals to drive efficiency and high performance. Regulatory & Compliance Oversight: Ensure the company operates within legal and regulatory frameworks governing mobile money and financial services. Liaise with regulatory authorities and government agencies to advocate for favorable policies and industry best practices. Maintain transparency and corporate governance standards, ensuring compliance with financial and fintech industry regulations. Benefits Competitive executive salary with performance-based incentives. Executive perks, travel allowances, and professional development opportunities. Opportunity to lead a high-impact organisation driving financial inclusion and economic empowerment.
    $100k-171k yearly est. 40d ago
  • Chief Executive Officer (CEO) Advisor

    Exechq

    Chief Finance Officer Job In South Burlington, VT

    ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size from startups to Fortune 1000 companies. We offer fractional, interim or project-based services to clients that need a higher level of expertise or experience than they currently have or have the ability to retain on a full-time basis. We believe that every company deserves the right executive. We believe that many CEOs and/or business owners can better focus on their core responsibilities and reach maximum effectiveness when they are able to take off some of their multiple hats, delegating these areas of responsibility to trusted business advisors. Job Summary Consulting Chief Executive Officer (CEO) to work with the other principals in our firm to provide the best solutions to our clients across the globe. Apply your knowledge and expertise gained from your experience as a full-time CEO or consulting CEO to help business owners and/or CEOs help their organizations as they need. We are looking for CEOs with an entrepreneurial spirit who want to work with a firm who treats their consultants as its #1 priority, and clients a close second. Responsibilities and Duties Apply your skills and knowledge as a Chief Executive Officer to assist your clients as needed with leadership, turnarounds, taking them to the next level, Executive coaching, building effective teams, etc. Employ our training and coaching to expand your business network, build great business relationships, follow-up and help to close leads for new clients that come to your attention. Able to interact with CEOs/Business owners at a peer level and willing to listen, learn, ask the relevant questions to determine the core issues in an organization. Assemble a team of individuals from within the client, from our team of C-Suite level consultants and/or from any of our Strategic Alliance Partner Firms as needed to bring the best solutions to your client. As a principal and consulting CEO within our firm, you will interact with other C-Suite-experienced individuals who have backgrounds as CEOs, CFOs, COOs, CMOs, CHROs, CIOs, CTOs, etc. who also have the same mission to bring about the best solutions for our clients. Qualifications and Skills Bachelors degree in business, accounting or related field required. MBA or other relevant Master's degree preferred. Five or more years experience as a CEO, business owner or equivalent position. Benefits and Perks We offer access to our large-group health insurance plan (medical, vision and dental) to those executive advisors located in the continental U.S.A (Hawaii and Alaska residents are not covered). Various discounts and corporate perks. Our firm does not have buy-in or startup fees and you can retain 97% of revenues collected from your clients, subject to a minimum annual revenue amount. Be part of a fast-growing, entrepreneurial team of C-Suite executives who are given the autonomy, tools, training and coaching so you can do what's best for you and your family...and for your clients.
    $98k-189k yearly est. 60d+ ago
  • Director Simplification Modernization Mgmt

    Lumen 3.4company rating

    Chief Finance Officer Job In Montpelier, VT

    Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. **The Role** As a well-rounded leader, you will be experienced in leading transformation programs and influencing at all levels. Success will come from curiosity and a passion to improve Lumen's financial and strategic objectives. A transformative and growth mindset and continuous improvement are essential to achieve Lumen's business objectives in a fast-paced environment. Experienced stakeholder management coupled with a proven track record of being a change agent will drive the continued transformation within the strategic sourcing and supply chain. **The Main Responsibilities** + Support the long-term vision, strategy, and roadmap for simplifying and modernizing the product portfolio and ecosystems to contribute to $1B in cost savings + Collaborate and advise SLT sponsors, Functional Leads on Simplification and Modernization initiatives and progress + Direct and lead work through resources to manage activities related to End of Sale, End of Service, and End of Life activities + Develop reporting mechanisms to capture time to value and report progress + Develop action plans to drive execution accountability and rigor, including key performance indicators and other quantifiable measurement tools as needed + Partner closely with AGT and GTM teams on the communication of product retirement and develop action plans for execution + Collaborate with the Product Lifecycle Managers (PLM) to inform catch product upsell motions and relate to the broader revenue capture strategies + Manage a disciplined approach to execute deliverables, resolve interdependencies, signal risks, and manage challenges + Partner with cross-functional teams to develop a Transformation roadmap, leveraging AI and other technologies to drive additional business value + Recommend allocation of resources to support the company's financial goals and influence key stakeholders to drive success. + Opportunity for people management but expect to operate in a matrixed environment + Be a change agent and drive impact across the organization, aligning to Lumen's culture and core beliefs **What We Look For in a Candidate** + 7+ years of experience across key aspects of the Product Management lifecycle, successfully managing products at all stages of the life cycle in the telecommunications industry + 7+ years of experience of experience in Program Management, driving cross functional, collaborative teams, leading teams in matrix-driven organization, and facilitating collaboration between Senior leaders in the telecommunications industry + Demonstrated experience leading Business Transformation + Significant experience translating customer, market, and general business requirements into cohesive product and program plans + Experience working with senior-level executives and ability to influence cross-functional teams across all levels of the organization + Ability to quantitatively and qualitatively understand complex problems, prioritize business and customer needs + BS/BA or equivalent education and experience in customer focused leadership position, master's degree a plus + Collaborative and inspiring leadership style + Operates with a growth & continuous improvement mindset + Leads with empathy and accountability **Compensation** This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. Location Based Pay Ranges $149,084 - $198,779 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY $156,539 - $208,718 in these states: CO HI MI MN NC NH NV OR RI $163,993 - $218,657 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA \#LI-NW1 Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's: + Benefits (**************************************************** + Bonus Structure **What to Expect Next** Requisition #: 337425 **Background Screening** If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. **Equal Employment Opportunities** We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. **Disclaimer** The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name. **Application Deadline** 04/04/2025
    $164k-218.7k yearly 4d ago
  • Chief Academic Officer

    Vermont Agency of Education

    Chief Finance Officer Job In Montpelier, VT

    The Chief Academic Officer (CAO) serves as a key member of the leadership team for the Agency of Education and State of Vermont. This role is responsible for developing and implementing statewide academic strategies to ensure equitable access to high-quality education for all students. The CAO will lead efforts to improve curriculum standards, instructional practices, and student achievement outcomes, collaborating with State Agencies and Departments, educators, administrators, and stakeholders to advance the state's educational goals. Strategic Leadership Support the implementation of a comprehensive academic vision and strategy aligned with state education priorities. Lead the design, evaluation, and continuous improvement of academic policies, programs, and initiatives to promote student achievement and equity. Provide guidance on the adoption and implementation of rigorous and inclusive curriculum standards. (Lead the planning, implementation, and evaluation of Vermont's ESSA plan and ensure purposeful integration with other State academic strategies.) Curriculum, Instruction, and Assessment Oversee the development and refinement of state curriculum frameworks, instructional resources, and assessment tools. Ensure alignment between curriculum, instruction, and state accountability systems. Promote evidence-based instructional practices that meet the needs of diverse learners, including English learners, students with disabilities, and economically disadvantaged students. Stakeholder Engagement Build and maintain collaborative relationships with school districts, Independent schools, and education-based organizations. Develop or facilitate professional development opportunities for educators and administrators to support effective implementation of academic initiatives. Serve as a visible and effective advocate for public education, representing the Agency at local, state, and national levels. Data-Driven Decision Making Use data and analytics to evaluate the effectiveness of academic programs and policies. Identify and address gaps in student performance across demographic groups, ensuring targeted interventions are implemented. Monitor and report on progress toward achieving statewide academic goals. Leadership and Management Supervise and support teams responsible for curriculum, instruction, assessments, and educator development. Oversee budgets and resources allocated to academic programs, ensuring efficient and equitable use of funds. Foster a culture of collaboration, innovation, and continuous improvement within the Agency of Education. Who May Apply This position, Chief Academic Officer (Job Requisition #52367), is open to all State employees and external applicants. If you would like more information about this position, please contact Courtney O'Brien at ***************************.
    $76k-140k yearly est. 3d ago
  • VP, Financial Consultant - Burlington, VT

    Charles Schwab 4.8company rating

    Chief Finance Officer Job In Burlington, VT

    **Your opportunity** _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. **Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. + Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. + Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the market and business conditions evolve + Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation + Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** Investment Professionals' Compensation | Charles Schwab (*************************************************************************************** Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $95k-174k yearly est. 60d+ ago
  • Director, Patient Financial Services

    North Star Staffing Solutions

    Chief Finance Officer Job In Burlington, VT

    Req # : hosfin | Type: Full Time | Posted: 8/5/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary This is a 50/50 Split minimum: $99,000 Maximum: $100,000 target: $NA Bonus: NA Travel: None Sponsor/transfer H-13 and/or H-2B: No sponsor / transfer work permits: no Paid relocation: Yes industry: Healthcare Honor Period: one year Job Description Provide operational and strategic leadership for the Hospital' ''s patient billing and collection functions. The Patient Financial Services department provides all billing services for the Hospital's inpatient departments, outpatient services, and physician practices under the leadership of the Director. Currently, our successful department serves a community of 55,000 residents, with net days in accounts receivable near 30. • Oversees the collection of amounts owed to hospital for health care services rendered score: N/A and maintains net days in A/R to comply with target level established by Chief Financial Officer. • Established processes to ensure payments received are accurate and in accordance with expected payment amounts. • Establishes processes to track denials and respond within a timely and effective manner to ensure claims are ultimately paid, and takes corrective action as necessary to reduce number of denials. • Ensures process is efficient and patient friendly, and handles patient billing complaints and any escalation of billing issues as necessary • Serves as organization'''s primary resource and expert in updating and maintaining the hospital''''s chargemaster in accordance with Hospital policies, and federal state and local laws and regulations. • Develops processes to regularly review charges being recorded in the patient accounting systems to ensure they are timely, accurate and complete. Works with department managers and others as appropriate to take corrective actions as necessary. • Manages a team of 30 employees including one Supervisor, and effectively handles employee relations issues, recruitment and retention of staff, and engagement with team through hands on management and leadership Qualifications Requirements: • Bachelor'''s Degree in Business or related field, or the equivalent in experience. • Minimum five years' experience working in a hospital patient financial services department. • Minimum three years' experience managing a hospital or large physician practice billing department. • Excellent oral and written communication skills. • Good judgment, problem solving techniques, and organizational skills are essential. • Understanding of state and federal billing, reporting and credit requirements. • Knowledge of automated billing and collection systems extremely helpful. • Medical coding certification preferred. • 3 years experience in a medical office required • 3 years supervisory experience required MUST: Hospital experience Minimum 5 years experience working in a hospital patient financial services department Additional Information All your information will be kept confidential according to EEO guidelines.
    $99k-100k yearly 28d ago
  • Chief Financial Officer

    Simon Pearce 3.9company rating

    Chief Finance Officer Job In Windsor, VT

    Job Details Headquarters - Windsor, VT Hybrid Full Time ExecutiveDescription Founded in 1971, Simon Pearce has built a reputation for exceptional handblown glass and handmade pottery, becoming a symbol of American craftsmanship. Simon Pearce is a lifestyle brand synonymous with quality craftsmanship and timeless design. For over 50 years, we have been creating handcrafted glassware, pottery, and home decor pieces that enrich the lives of our customers. With a commitment to excellence and a passion for creativity, Simon Pearce continues to set the standard for luxury homeware. From the beginning, Simon set out to create functional, sophisticated products using time honored artisanship and the finest natural materials. Today Simon Pearce owns and operates 13 retail locations, including its Quechee flagship, home to its award-winning farm-to-table restaurant, glassblowing studio, and retail store. Simon Pearce partners with 500+ wholesale retailers nationwide, provides corporate gifting to hundreds of partners, and offers a full assortment online at: simonpearce.com SBJ Capital Summary: SBJ Capital is an investment firm that manages over $600 million and invests in family and founder owned consumer and business services companies. They partner with leading businesses in a niche or geography and leverage operating experience to help accelerate growth. Their mission is to become a preeminent lower middle market private investment firm pursuing multiple strategies, and they believe that a strong culture built on integrity, transparency and respect are critical to long-term success. Position Summary: As Chief Financial Officer (CFO), you will play a crucial role in shaping financial strategy and operations in a rapidly growing, private equity-backed organization. This role will oversee financial planning and analysis, accounting, IT infrastructure, and strategic planning to enhance operational efficiency and support our business and growth objectives. . The CFO will partner closely with the CEO, board, and senior management to oversee accounting, financial and strategic analysis, accounts payable, payroll, budgeting, forecasting, reporting, and capital allocation. Reporting directly to the CEO, you will lead all financial functions, implement robust processes and controls, and foster a high-performing finance team. We offer competitive pay and a benefit package that includes: medical, dental, and vision coverage, employer paid life & disability, paid time off, 401k retirement plan with employer match, and tuition reimbursement assistance. Additionally, we offer exclusive employee discounts on both our glass and pottery products and at our restaurant. Primary Duties and Responsibilities Leadership & Strategy: Develop and execute financial strategies to support the company's growth objectives, leveraging your experience in small-to-mid sized, private equity-backed corporate environments. Lead cross-functional teams to identify and capitalize on new business opportunities. Act as a strategic partner to the CEO and executive team, providing financial insights and recommendations to drive business performance. Be a lead contributor in evaluating, performing due diligence, and determining financing solutions for growth initiatives. Financial Management: Oversee financial reporting, tax, analytics, forecasting, budgeting, compliance, accounting policies and procedures in accordance with GAAP. Produce board and executive-level models and reports on organizational financial performance, KPIs, forecast, and budget. Implement and enhance financial processes and controls to ensure accuracy, compliance, and efficiency. Ensure the integrity of the company's financial data and external financial reporting. Lead the annual budgeting and planning process supporting the operating plan and strategic playbook for the company. Convert data that is collected into strong analytical insights for the business. Technology: Lead Business Applications to ensure the business' technology stack (mainly Netsuite, Celigo and Shopify) is positioned to facilitate the growth objectives of the business. Drive automation and integration efforts to streamline finance operations and enhance data visibility. Evaluate and implement initiatives to leverage technology to improve productivity and operational efficiency and reduce friction in all areas of the business. Lead relationship with Managed Service Provider ensuring high end-user satisfaction, smooth working relationship with internal IT, and maximized value-for-money and help coordinate cooperation with the IT department to ensure the reliability, security, and scalability of technology systems. Relationship Management: Maintain an understanding of the capital markets and the capital structure of the company, including analysis, forecasting, and compliance with all debt covenants. Manage lending relationships and effectively communicate financial performance and strategies to stakeholders, including investors and board members. Collaborate cross-functionally to address challenges and opportunities. Supervision: Recruit, interview, hire, and train staff. Overseas daily workflow of the department. Provide constructive and timely performance evaluations. Provides disciplinary actions and termination of employees in accordance with company policy. Qualifications Qualifications 15+ years of progressive financial leadership experience, with a track record of success in Private Equity-backed businesses. Bachelor's degree in finance, accounting, or related field; CPA preferred but not required. Strong background in financial processes, controls, and reporting, with exposure to leveraged environments. Prior experience in small-to-medium sized teams and entrepreneurial environments. Prior experience in retail and manufactured consumer products is preferred. Demonstrated ability to work in a fast-paced, dynamic, and sometimes demanding environment. Excellent communication and interpersonal skills, with the ability to engage and influence diverse stakeholders. Thorough knowledge of financial best practices and requirements with a proven ability to provide sound and ethical financial counsel to executive leadership. Demonstrated experience in team management and development, with a focus on fostering talent and driving results. Strong leadership and multi-departmental management experience. Proficient with the financial tools required to make estimates, business forecasts and strategic decisions (including advanced Microsoft Excel and/or Google Sheets skills). Preferably worked for a PE-backed company that has gone through a full cycle of growth/investment and liquidity event (sale, recapitalization). Characteristics Eager to learn the business and “roll-up your sleeves” mentality Entrepreneurial at heart, desire to be more than just an employee Excellent organizational skills and attention to detail Driven by performance and results Strategic thinker and visionary Collaborative and cross-functional leader Confident and self-motivated Culture champion Leads through inspiration, training, and proactive mentorship Results-oriented with a focus on driving continuous improvement Physical Demands and Work Environment The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually quiet. Simon Pearce is committed to the policy of equal employment opportunity and to provide all employees with the work environment necessary to enable them to advance on merit as far as their talents and skills will take them, without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic information, status as a protected class of veteran, or any other legally protected status.
    $51k-99k yearly est. 53d ago
  • Director of Finance

    Orange East Supervisory Union

    Chief Finance Officer Job In Bradford, VT

    Orange East Supervisory Union welcomes applications for the position of Director of Finance. This position has a start date of July 1, 2025. Job Purpose The Director of Finance leads a team of six that provides payroll and accounting services, grants management and financial audit and internal controls to our seven supervisory union schools. This position acts as an advisor to school boards on all matters relating to business services and financial affairs and provides oversight and direction, ensuring that the business and financial practices of the supervisory union and its member schools are in compliance with State and Federal laws and regulations as well as local policies. Experience with Vermont public school finance and the ability to work with others are highly desired. Essential Job Functions Budget Development Responsible for the overall budget formulation and long-range financial planning. Develops statistical, financial, and management information for use in planning and decision making. With input from the School Principals, Program Directors, Human Resources Director and the Superintendent, formulates District budgets which are focused on students and keep within Board guidance. Presents budgets to the school boards for their consideration and approval. Explains per pupil spending, tax rates, and any applicable spending penalties to the Boards. Assists the Board Chairs with the development of presentations for Informational Hearings. Participates in all budget related Board meetings. Oversight Collaborates with OESU personnel and school districts, as needed, to assure efficient, accurate and effective accounting practices in accordance with Federal and State laws. Responsible for acquisition, installation, and maintenance of fiscal management software and hardware. Establishes and maintains efficient procedures and effective controls for all expenditures of school funds in accordance with adopted budgets, district policies, and State and Federal regulations. Collaborates and coordinates financial affairs with OESU administration team (Superintendent, Assistant Superintendent, Human Resources Director, and Director of Student Services). Collaborates and supports an OESU comprehensive Risk Management system. Provides the skills needed to apply for and administer grants. Responsible for management of business office personnel. Responsible for the oversight of the annual audit process. Contract Management Responsible to establish annual contracts for financial audits, tax anticipation notes, workers compensation, unemployment and liability and property insurance for school districts. Responsible for the effective and efficient procedures in formulating and negotiating financial and property service contracts with vendors and consultants Acts as purchasing agent for school boards and establishes procedures for the purchase of goods and services for school districts.
    $83k-134k yearly est. 19d ago
  • AOE Education Finance Director

    State of Vermont 4.1company rating

    Chief Finance Officer Job In Montpelier, VT

    The Agency of Education (AOE) is seeking an experienced and highly skilled Education Finance Director to lead its Education Finance unit. This is a pivotal leadership position that directly influences the financial health and sustainability of Vermont's education system. The Director will spearhead high-stakes policy revisions and strategic financial planning, ensuring that Vermont's education funding mechanisms remain equitable, effective, and fiscally responsible. This role requires a visionary leader who can navigate the complexities of state and federal education finance laws, collaborate with policymakers, and provide expert financial oversight. The Director will be responsible for ensuring that the state's education finance system aligns with Vermont's long-term educational goals, supporting affordability while maintaining high-quality learning experiences for all students. The ideal candidate will have a strong background in financial management, education policy, and strategic decision-making to drive positive changes within the Agency and across Vermont's educational landscape. This position will: * Serve as the subject matter expert on education finance for the state of Vermont, providing data-driven insights to support policy development. * Oversee the operations of the Education Finance Data Team, ensuring compliance with state and federal regulations. * Lead efforts to revise Vermont's education funding mechanisms to improve affordability and sustainability. * Act as the primary Agency representative on education finance matters, providing expert testimony during legislative sessions and engaging with education stakeholders. * Collaborate with state agencies, including the Joint Fiscal Office, Tax Department, State Treasurer's Office, and the Department of Finance and Management, to coordinate financial policies and legislative changes. * Work closely with the Special Education Finance and Education Medicaid teams, ensuring compliance with laws and optimizing federal funding opportunities. * Guide and support the implementation of new state and federal education finance policies. * Engage with external stakeholders such as school business officers, Vermont Superintendents Association, Vermont School Boards Association, and Vermont Principals Association to provide guidance on legislative and financial changes affecting school districts. * Supervise and support the Special Education Finance Director and AOE Medicaid Administrator in their respective roles, ensuring effective financial oversight of these programs. This is a high-visibility, high-impact leadership role at the center of education finance in Vermont. The Education Finance Director will play a pivotal role in shaping the state's funding policies and ensuring fiscal responsibility while supporting quality education for all Vermont students. If you have the expertise and passion for financial leadership in public education, we encourage you to
    $53k-65k yearly est. 16d ago
  • Deputy Finance Director

    City of South Burlington, Vt 3.8company rating

    Chief Finance Officer Job In South Burlington, VT

    This position will work closely with the Finance Director to ensure effective financial operations and system implementation for the City. Key responsibilities include developing and maintaining financial and accounting records in compliance with Generally Accepted Accounting Principles (GAAP), state statutes, and legislative requirements to support municipal operations. This role ensures the integrity of grant-related recordkeeping and involves managing the City's financial systems, including accounts payable, general ledger, accounts receivable, and cash receipts. Additionally, in collaboration with the Finance Director, this position ensures compliance with relevant financial, audit, and grant regulations. * Assists in the preparation of departmental budgets in collaboration with Finance Director and City Manager or their designees. * Assists in preparing an annual update to the City's Capital Improvement plan according to the currently established policy and timeline in collaboration with Deputy Director of Capital Projects and Finance Director. This also requires understanding the needs of the various departments and how to best coordinate the timing of the acquisition of those needs as they relate to City budget constraints. * Keeps an up-to-date centralized listing of all appropriate City capital assets utilizing GASB formulas and reporting requirements. * Tracks and processes accounting data for the City's grants, loans, and non-tax funding in coordination with other departments. Documents and resolves billing or payment issues, seeking Finance Director assistance as needed. As needed, provides support or directly reports on finances to granting agencies. * Provide support and coordination of activities between all the staff and other departments within the City and performs other necessary tasks or functions as is necessary to accomplish City and Department goals and objectives. * Performs responsible accounting duties requiring the use of judgment and analysis within the framework of prescribed policies and in accordance with generally accepted accounting principles as they relate to governmental accounting. * Perform monthly bank and accounts reconciliations. * Run and review monthly, quarterly, and year-end financial reports. * Work in collaboration with Finance Director to oversee and direct all audit activities and serves as principal liaison to the City's independent auditors. * Maintains confidentiality and/or disseminates information in an appropriate manner relating to financial matters regarding city operations. * Recommends changes to accounting process to improve transparency and ease with which the public can understand the City's accounting practices. * Assists in the development of and revisions to the City's accounting procedures. * Uses and optimizes all available modules of the City's computerized accounting system. * Serves as Acting Finance Director in the absence of the Finance Director and may be assigned to represent the Finance Director at City Council or other related meetings * Other duties and special projects as assigned. Bachelor's degree in business administration, finance, accounting or a related field, plus 5 years relevant work experience in public financial administration or related fields such as accounts payable, accounts receivables, and grant management and reporting, required; equivalency considered. Municipal government accounting experience preferred. * Proficiency with MS Office, particularly Excel, required. Oracle NetSuite Software experience is a plus. * Ability to establish effective working relationships with employees and the public. * Work requires ability to be detail-oriented and maintain a very high level of accuracy. * Excellent communication skills with the ability to effectively communicate with both internal and external customers to include city residents, employees, other internal departments and leadership and City officials. * Work with the public using patience, professionalism, and tact to ensure compliance with all rules, regulations and laws. * Fast paced and deadline driven work environment requires excellent organizational skills while completing tasks timely and accurately. * Demonstrated commitment to customer satisfaction and supporting a team-oriented work environment. * Effectively collect and report varied types of information and data as they relate to property values. * Experience in federal grants management. * Flexibility to handle multiple assignments and associated tasks.
    $55k-69k yearly est. 13d ago
  • Director of Finance and Operations

    Addison Northwest School District 4.3company rating

    Chief Finance Officer Job In Vergennes, VT

    Position Overview: Addison Northwest School District (ANWSD) is seeking a highly skilled and dynamic Director of Finance & Operations to oversee the financial and operational affairs of the district. This critical leadership role ensures the efficient use of resources to support the district's mission and vision while maintaining compliance with state and federal regulations. Key Responsibilities: Lead and manage financial planning, budgeting, and reporting for the district. Oversee financial operations, including cash management, investments, and internal controls. Supervise the Business Office, Facilities, Child Nutrition, and Transportation departments. Develop and implement policies and procedures for effective fiscal management. Ensure compliance with federal, state, and local financial regulations. Coordinate with auditors, vendors, and external agencies. Prepare financial reports and presentations for the Superintendent and School Board. Develop long-range financial and facilities planning strategies to support district priorities. Why Join ANWSD? Opportunity to play a vital role in shaping the financial sustainability of a forward-thinking district. Supportive leadership team and collaborative work environment. Competitive salary and benefits package.
    $66k-93k yearly est. 4d ago
  • Director, Patient Financial Services

    North Star Staffing Solutions

    Chief Finance Officer Job In Burlington, VT

    Req # : hosfin | Type: Full Time | Posted: 8/5/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary This is a 50/50 Split minimum: $99,000 Maximum: $100,000 target: $NA Bonus: NA Travel: None Sponsor/transfer H-13 and/or H-2B: No sponsor / transfer work permits: no Paid relocation: Yes industry: Healthcare Honor Period: one year Job Description Provide operational and strategic leadership for the Hospital'''s patient billing and collection functions. The Patient Financial Services department provides all billing services for the Hospital's inpatient departments, outpatient services, and physician practices under the leadership of the Director. Currently, our successful department serves a community of 55,000 residents, with net days in accounts receivable near 30. • Oversees the collection of amounts owed to hospital for health care services rendered score: N/A and maintains net days in A/R to comply with target level established by Chief Financial Officer. • Established processes to ensure payments received are accurate and in accordance with expected payment amounts. • Establishes processes to track denials and respond within a timely and effective manner to ensure claims are ultimately paid, and takes corrective action as necessary to reduce number of denials. • Ensures process is efficient and patient friendly, and handles patient billing complaints and any escalation of billing issues as necessary • Serves as organization'''s primary resource and expert in updating and maintaining the hospital''''s chargemaster in accordance with Hospital policies, and federal state and local laws and regulations. • Develops processes to regularly review charges being recorded in the patient accounting systems to ensure they are timely, accurate and complete. Works with department managers and others as appropriate to take corrective actions as necessary. • Manages a team of 30 employees including one Supervisor, and effectively handles employee relations issues, recruitment and retention of staff, and engagement with team through hands on management and leadership Qualifications Requirements: • Bachelor'''s Degree in Business or related field, or the equivalent in experience. • Minimum five years' experience working in a hospital patient financial services department. • Minimum three years' experience managing a hospital or large physician practice billing department. • Excellent oral and written communication skills. • Good judgment, problem solving techniques, and organizational skills are essential. • Understanding of state and federal billing, reporting and credit requirements. • Knowledge of automated billing and collection systems extremely helpful. • Medical coding certification preferred. • 3 years experience in a medical office required • 3 years supervisory experience required MUST: Hospital experience Minimum 5 years experience working in a hospital patient financial services department Additional InformationAll your information will be kept confidential according to EEO guidelines.
    $99k-100k yearly 60d+ ago

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