Finance Coach Jobs Near Me

Ready to join the Securities Industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members, plan sponsors and brokers with account maintenance, answering questions about current Life insurance or 401k policies, and planning for retirement. The Details: Start Date - 5/12/25 Location : 3 Nationwide Plaza Columbus, Ohio 43215 Hybrid work schedule(2Days in office and 3 work from home) Compensation : $19/hr ( pay increase upon conversion ) Free Parking Benefits; Medical, Dental, Vision, 401K, etc. Employer sponsored Finra study materials and exams Career mobility within a Fortune 100 organization after 1 year of service Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required. Paid Training is for 7 weeks. Training hours are expected to be Monday through Friday 8am to 4:30 pm About the Job: As a Representative, you will provide extraordinary care to members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate the company's marketing strategies when communicating with customers. Key Responsibilities: · Taking incoming calls from public sector participants regarding their retirement accounts. · Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc. · Building meaningful connections/relationships and engage with customers via phone inquiries · Educate and provide service to customers on products to support sales objectives · Uncover routine sales opportunities and market products to support sales objectives · Reviews, researches, and interprets records and reports to accurately make decisions · Resolves routine errors requiring corrective processing What we are looking for in a candidate: · Candidates who hunt for innovative ideas and seek feedback to continuously improve performance · A passion and drive to succeed in a fast paced environment · An engaging personality, both in person and over the phone · Someone who can easily adapt to change · A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job As an ideal candidate you will have: · A completed or nearly completed bachelor's degree (preferably in Business, Communications, Economics or a related field) · Candidates interested in building a career in sales and service atmosphere with a top employer · One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc. · Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously · A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to ******************************** for consideration. I look forward to connecting!

Client Service Delivery| Trade Finance | Deal Administrator - Associate| NYC About ING: Ranked #8 on LinkedIn Top Companies in Financial Services Crain's 100 Best Places to Work Ragan's Top Places to Work in 2023 In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer. We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area. Sound like the kind of place you'd feel at home? We'd love to hear from you. About the position: We are seeking a candidate with detailed knowledge of Receivables and Supply Chain Finance administration, along with experience in Loan Administration, including investigation and reconciliation. The Deal Administrator will handle Trade Finance transactions and daily workflow, booking of loan receivables, reporting, billing, document checking, and payments, with all transactions captured on the Loan IQ Lending platform. Responsibilities include administering a diversified loan portfolio, analyzing agreements, loan terms and structures, and maintaining loans within our core system performing regular audits, and reconciling interest and fees on a significant backlog. The role requires skills in reviewing and interpreting commercial loan terms and documentation, resolving discrepancies, and preparing spreadsheets as necessary. The candidate must be able to identify and recommend changes to standard procedures based on specific situations, solve moderate to complex issues, and communicate effectively both verbally and in writing. Main Responsibilities: The Deal Administrator will be responsible for all aspects of deal servicing, will be the primary client contact (external and internal) and will be responsible for performing the following functions: Support the day to day of large data set of Receivables and Supply Chain loans Process receivables and incoming payments in compliance with financial policies and procedures. Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables' data. Prepare bills, invoices as needed. Reconcile the accounts receivable ledger to ensure all payments are accounted for and properly posted. Facilitate payment of invoices due by sending bill reminders and contacting clients. Generate weekly aging reports and resolve outstanding payment issues. Maintain accurate records and documentation for all transactions. Collaborate with other departments to ensure smooth financial operations. Manage daily activity on existing Trade Finance transactions Reconcile discrepancies among interest and fees Monitor daily loan repricing activity and chase Agent as needed Monitor commitment limits and expiration dates Monitor daily cash flow and process transactions timely Assist Manager in any special projects as needed Qualifications / Education: You hold a Bachelor's degree in Finance, Accounting, Business, Economics, Mathematics, or closely-related quantitative field from an accredited U.S. school (or equivalent) You have 4+ years of relevant experience in Receivable Finance and Supply Chain Finance Experience / Knowledge: Loan IQ experience is preferred. Experience and familiarity with Trade Finance agreements and others related loan documentation Strong problem solving and analytical skills Strong focus on controls, procedures, quality, accuracy and detail oriented Personal Competencies : Self-motivated, confident and committed to the company goals Able to use MS-Office with advanced knowledge in Word, Excel and Power Point Capable to function under stressful conditions Ability to multi-task Flexible and learning capacity to adapt to on-going changes Client service oriented Salary Range $80,000-$102,000 In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with working from home, commuting, and fitness. ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Are you looking for an opportunity for a long term career in financial services and investments? Nationwide Insurance , is actively seeking Financial Services Representatives to join our Retirement Plan Solution Center team in Columbus, Ohio. Why Work With Us? Compensation: $45,000 Benefits: Medical, Dental, Vision, 401K, PTO etc. $30.00 per month technology reimbursement Employer sponsored Finra study materials and exams Career mobility within a Fortune 100 organization after 1 year of service Location: Three Nationwide Plaza. Columbus, Ohio 43215 Start Date: 5/12/2025 Training Hours are expected to be Monday through Friday 8 am to 4:30 pm for 7 weeks. Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required. You will be scheduled to work a 38.75 hour work week. Candidates must be prepared to pass the SIE (Securities Industry Essentials), Series 6 and 63 exams within the first 120 days of employment. About the Job: As a Representative, you will provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high level product/plan and regulatory requirements to analyze and resolve general account plan fees or plan inquiry questions will be key to success. Additionally, you will effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Key Responsibilities: Taking incoming calls from public sector participants regarding their retirement accounts. Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc. Building meaningful connections/relationships and engage with customers via phone inquiries Educate and provide service to customers on products to support sales objectives Uncover routine sales opportunities and market products to support sales objectives Reviews, researches, and interprets records and reports to accurately make decisions Resolves routine errors requiring corrective processing What we are looking for in a candidate: Candidates who hunt for innovative ideas and seek feedback to continuously improve performance A passion and drive to succeed in a fast paced environment An engaging personality, both in person and over the phone Someone who can easily adapt to change A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job As an ideal candidate you will have: A completed or nearly completed bachelor's degree (preferably in Business, Communications, Finance, Marketing, Economics or a related field) Candidates interested in building a career in sales and service atmosphere with a top employer One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc. Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously Licensed candidates are strongly preferred If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to ********************** for consideration. I look forward to connecting!

The Finance Manager will play a critical role in supporting the commercial teams (Sales, Product Management, and Demand Planning) and provide financial planning and analysis (FP&A) support. Bachelor's degree in Finance, Accounting, or a Business-related field. 5+ years of experience in finance. Strong analytical and problem-solving skills. Proficient in financial modeling and data analysis. Advanced proficiency in Excel and financial software (e.g. Oracle, OneStream, Statistical Modeling Tools). Excellent communication and presentation skills. Ability to work independently and manage multiple projects simultaneously. Ability to work under pressure and within short time constraints in a complex system and business environment.

Exciting Opportunity for Financial Literacy Coaches! My wife and I are expanding our office and are looking to train and mentor a select group of talented Financial Literacy Coaches to join our team remotely! With over 10 years of experience helping families both personally and professionally, we're passionate about empowering others and making a meaningful impact. If you're dedicated to improving financial education and looking for a rewarding career opportunity, we'd love to connect with you! What We Offer: Remote work flexibility Comprehensive training and mentorship A proven track record of success (10+ years helping families thrive) A chance to be part of a supportive, results-driven team If you're ready to take your career to the next level, send us your resume via email at ************************ or feel free to call/text us. Open to US Residents Only. Let's chat and see if there is a mutual interest in working together. #FinancialLiteracy #CoachingOpportunity #RemoteJobs #FinancialEducation #Mentorship #CareerGrowth

Fisher Management Partners is dedicated to helping clients accelerate growth and drive results that matter. We serve the middle market, and our service lines include: strategy execution, supply chain solutions, finance solutions, customer experience, technology solutions, and people and organizational effectiveness. Our leadership comes from Big 4 consulting backgrounds blended with corporate leadership experience, and our working partner model ensures that our internal team is supported and able to provide the highest quality services to our clients. The Fisher difference is in our innovative approach to problem-solving, dedication to building true relationships with our clients, investment in our team, and commitment to improving communities. We lead with our core values of Integrity, Excellence, Work Life Harmony, Personal Growth, Teamwork, and Camaraderie. If the opportunity to work with a talented team of business professionals on challenging projects excites you, then Fisher may be the perfect next step in your career. Position Overview: We are seeking a highly skilled Finance Manager to provide consulting services to our clients, with expertise in leading and delivering complex finance transformation projects for clients. The ideal candidate will have a strong background in large scale projects, process improvement, and project management within a consulting environment. This role requires strategic leadership, business process acumen, and a strong executive presence and deep expertise in managing steering committees, building consensus, and driving results. The ideal candidate must have the ability to serve as a trusted advisor to clients at all levels. Key Responsibilities: Lead, supervise, and manage complex finance transformation projects, including process, technology and M&A initiatives Lead business process and operational assessments, including documenting existing operations and processes, key client interviews, etc. Gather, analyze, prepare and summarize financial plans, acquisition activity, and transactional data Build business cases, conduct ROI analysis, and develop financial models to support recommendations and solutions for clients Present project updates and recommendations to steering committees or executive leadership Contribute to new business proposals and proposal development Provide thought leadership and creativity to grow our Finance Solutions service line Ability to work independently and manage multiple priorities in a fast-paced environment Qualifications: Experience: 5+ years of client-facing work experience in a consulting role focused on project management, financial transformation, business analysis, and communications for large-scale projects. Consulting Expertise: Proven experience in delivering consulting services to clients, with a strong track record of managing large technology and process change initiatives. Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA a bonus. Business Acumen: In-depth understanding of business processes and the ability to integrate solutions with client business goals. Project Management: Strong project management capabilities, able to develop detailed project plans and manage multiple client workstreams while delivering comprehensive status reports. Communication: Exceptional verbal and written communication skills, with experience crafting and executing client-facing communication strategies across various organizational levels. Executive Presence: Demonstrated executive presence and the ability to consult with and influence client leadership teams. Desired Skills: Proven experience planning and managing consulting projects (supervising 2 - 3 people) Demonstrated experience with analytics, process mapping, data visualization and ROI analysis; coupled with an ability to coach and lead others to achieve the same. Prior planning experience for implementations of financial software (ERP or supporting tools), including: design and configuration, data migration and integration, launch and hypercare Must be a confident communicator and presenter, with ability to develop and present compelling management presentations Expert/Artistic proficiency with Microsoft Word, PowerPoint and Excel Design and share complex financial models and analyses Outstanding powerpoint skills Prior hands-on experience with analytical tools such as PowerBI Project management certifications (i.e., PMP) Prior experience with modern data visualization or data analysis tools (i.e., Tableau, PowerBi, Alteryx, etc.) Prior experience with EPM/ERM tools (Anaplan, HFM, Oracle, SAP etc.) Work Location: Home base: Columbus, Ohio Benefits Medical, Dental, and Vision Insurance STD, LTD, and Life Insurance 401k, including a 6% company contribution 25 days of PTO each year 8 paid company holidays Bonus and Sales commission

Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to join our growing team of financial representatives in Middleton, WI. Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in the country. Are you looking for a rewarding and fulfilling career that allows you to make a positive impact on people's lives? Do you have a passion for helping others achieve their financial goals and dreams? If so, you might be the perfect fit for our team! As a financial advisor, you will have the opportunity to: Build your own practice and clientele, with the support and guidance of our experienced mentors and managers. Provide comprehensive financial planning and advice to individuals, families, and businesses, using our proven products and services. Earn a competitive income, with unlimited potential for growth and recognition. The average salary range for our financial advisors in the first year is $52,000-$105,000, depending on your performance and qualifications. Enjoy a flexible and balanced work schedule, with the freedom to set your own goals and pace. Access our award-winning training and development programs, which will help you acquire the skills and knowledge you need to succeed in this industry. We also offer sponsorship for the Certified Financial Planner (CFP) certification, as well as other professional designations and licenses. Benefit from our comprehensive benefits package, which includes health insurance, retirement plans, disability coverage, and more. If you are ready to start your dream career as a financial representative, don't hesitate to apply today! We are looking for candidates who have: A bachelor's degree or equivalent work experience. A strong work ethic and a desire to learn and grow. Excellent communication and interpersonal skills. A positive attitude and a high level of integrity. A valid driver's license and reliable transportation. To apply, please submit your resume online. We will contact you shortly to schedule an interview. Don't miss this opportunity to join one of the most respected and trusted financial services companies in the world. Apply now and start your journey with Northwestern Mutual! INCOME GROWTH OPPORTUNITY : Average vs Top 25% Year 1 | $52,000 - $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Beyond income, you'll also have access to a comprehensive benefits package: Comprehensive medical insurance Two pension plans Life and disability insurance Health care and dependent care reimbursement accounts Reimbursement for licensing and ongoing education Our work environment includes: Modern office setting Growth opportunities On-the-job training Regular social events Safe work environment Work-from-home days Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on the needs of the company. Job Type: Full-time Income $52,000.00 - $105,000.00 per year pay types: Bonus opportunities Commission pay Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Vision insurance Work Location: Hybrid remote in Middleton, WI 53562 Qualifications Bachelor's degree in finance or related field preferred but not necessary sales experience a plus but not necessary Excellent interpersonal skills and communication skills

FP & A Manager Manufacturing industry $135k-$145k annual salary Schedule: HYBRID (mainly in-office to start, then 1-2x/week remote work) Contact brian.lebright@roberthalf.com for more info Candidates must have manufacturing industry experience, be self-driven to take on the challenges and make decisions and be highly experienced in forecasting P&L and working capital. Responsibilities include: • Facilitating the annual strategic planning and budgeting processes • Preparing monthly forecasts for full P and L and Working Capital, variance analysis actual vs forecasted • Providing an analysis of actual performance for KPIs and generating commentary • Collaborating with the Accounting team during close processes • Assisting with the design, development, deployment, and maintenance of all internal Financial Planning & Analysis Reports • Leading continuous process improvement through automation and streamlining of activities. • Working with the Cost Manager on analysis of new products, revisions, and annual review of product costing • Assisting with business justification analysis for Strategic initiatives and capital expenditures • Extracting and analyzing information for the monthly business review

Beanstalk is seeking a strategic and hands-on Finance Manager to build and lead our finance function as we scale. In this role, you will oversee financial planning, accounting operations, investor relations, and cost management, ensuring the company's long-term financial health and operational efficiency. This is a unique opportunity to shape financial strategy in a fast-paced startup, working closely with leadership to drive sustainable growth, optimize financial processes, and support key business decisions. If you thrive in a high-impact, dynamic environment and are excited to take ownership of finance at a growing company, this role could be for you! Key Responsibilities:Strategic Finance & FP&A Develop and maintain financial models, forecasts, and budgets to guide decision-making. Analyze financial performance, track KPIs, and provide insights on cost optimization and unit economics. Identify and implement process improvements in financial workflows. Financial Operations & Compliance Oversee accounting processes, ensuring compliance with GAAP/IFRS standards. Manage cash flow, accounts payable/receivable, payroll, and expense tracking. Manage tax filings, audits, and regulatory compliance efforts. Build scalable financial controls and reporting systems. Cost Accounting & Inventory Management Ensure accurate inventory valuation and reconciliation of raw materials, WIP, and finished goods. Analyze product costs, standard cost variances, and cost of goods sold (COGS). Track production efficiency, waste, and yield to identify cost-saving opportunities. Fixed Asset Management & Capital Expenditures Maintain fixed asset records, track depreciation schedules, and monitor CapEx. Ensure compliance with capitalization policies and asset impairment assessments. Collaborate with operations teams on asset tracking, tagging, and audits. Fundraising & Investor Relations Assist in fundraising efforts, including financial modeling, due diligence, and investor reporting. Maintain cap table management and financial storytelling for potential investors. Ensure financial compliance and transparency in investor communications. What We're Looking For 5-10 years of finance/accounting experience in startups, tech, manufacturing, or agriculture. CPA, CFA required. Strong FP&A, cost accounting, and financial operations experience (US GAAP). Experience with inventory management, cost accounting, and tax compliance. Hands-on operator comfortable in both high-level strategy and daily execution. Experience with investor relations, fundraising, and financial modeling. Proficiency in finance tools (Excel, SQL, NetSuite, QuickBooks, or similar ERP). Any experience with new AI tools and integrations to increase efficiency a plus Strong analytical and communication skills with a proactive mindset. Remote working is possible but we do require you being onsite a few times a month and therefore proximity to our facility in Manassas, VA is a plus Why Join Us? Lead and shape the finance function at a high-growth startup. Work directly with founders and leadership to influence company strategy. Fast-paced, high-impact environment with strong opportunities for career growth.

Our client is seeking an experienced Finance Manager to oversee financial planning, analysis, and reporting for our manufacturing operations. This role partners closely with plant operations to drive financial performance, cost optimization, and strategic decision-making. The Finance Manager will ensure robust financial controls, compliance, and support operational efficiency across multiple manufacturing sites. Key Responsibilities: Financial Planning & Analysis (FP&A): Lead budgeting, forecasting, and variance analysis for manufacturing plants. Provide financial insights and recommendations to optimize cost structures, improve margins, and enhance operational efficiency. Conduct scenario analysis and financial modeling for capital investments, cost-saving initiatives, and strategic projects. Cost Management & Control: Monitor and analyze manufacturing costs, including material, labor, and overhead. Ensure accurate standard costing, inventory valuation, and cost accounting processes. Work with plant managers to identify cost-saving opportunities and process improvements. Operational & Strategic Finance Partnership: Act as a key financial business partner to plant managers and operational leaders. Provide data-driven insights and KPIs to support decision-making. Evaluate and track operational performance, identifying risks and opportunities. Financial Reporting & Compliance: Prepare monthly, quarterly, and annual financial reports for manufacturing operations. Ensure compliance with financial policies, internal controls, and regulatory requirements. Support audits and ensure proper documentation of financial transactions. Capital Investment & Asset Management: Support capital expenditure (CapEx) planning and ROI analysis for plant investments. Monitor asset utilization, depreciation, and financial impact of capital projects. Continuous Improvement & Process Enhancement: Drive automation and efficiency improvements in financial reporting and analysis. Implement best practices in financial management within manufacturing operations. Qualifications & Experience: Bachelor's degree in Finance, Accounting, or a related field (MBA or CPA preferred). 5+ years of finance experience, preferably in a manufacturing environment. Strong knowledge of cost accounting, budgeting, and financial analysis. Proficiency in ERP systems (SAP, Oracle, or similar) and advanced Excel skills. Excellent communication, leadership, and problem-solving abilities. Preferred Skills: Experience with lean manufacturing, process improvement, and financial modeling. Understanding of supply chain finance and inventory management. Ability to work in a fast-paced, dynamic environment with multiple stakeholders.

GENERAL FUNCTION Responsible for developing financial plans and forecasts by leveraging a combination of relationships with key business partners, strong knowledge of cost drivers, assumptions and accounting processes. Evaluate actuals/variances and provide insights into performance trends. Develop/improve processes to deliver accuracy and efficiency gains. MAJOR DUTIES AND RESPONSIBILITIES Responsibility for development and review of financial plans, forecasts and estimates · Develops the forecast for Depreciation and Occupancy across 5 brands, prepares/maintains supporting documentation and tracks key assumptions, contingencies, etc · Financial partner with brand/shared leaders to capture key inputs for planning process, identifying risks/opportunities · Proposes methodology changes and improvement opportunities to forecasts and aligns with brand/shared partners on changes · Manages the Real Estate Pro Forma model and supports key steps of the capital allocation approval process · Ad Hoc analysis to support the central Real Estate Leadership team and their strategic objectives Responsibility for monthly results analysis and reporting · Coordinates month-end closing process by preparing journal entries/accruals and working with accounting to address inconsistencies or errors · Complete detailed review/analysis of actual results on a monthly basis · Coordinates obtaining variance explanations and reviews for reasonableness · Understanding of variances vs plan/forecast/estimate, timing, etc · Understand and analyze the cost drivers for actual results on a monthly basis · Prepare monthly variance commentary · Prepare and assess analyses, providing actionable business insights to brand/shared partners regarding financial trends/performance Participate in special projects and create ad hoc analysis as assigned BASIC QUALIFICATIONS · 5+ years of relevant experience · Bachelor Degree in Finance or Accounting · Strong analytical/problem solving skills · Excellent interpersonal and communication skills with the ability to influence outcomes · Solid organizational and multi-tasking skills · Systems - advanced excel skills, experience with Business Objects, ERP systems (e.g., SAP) and Hyperion Essbase/Planning PREFERRED QUALIFICATIONS · Retail financial planning experience

At Build Your Legacy Now, we are more than a financial services company-we are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future. We believe financial literacy and access to personalized financial strategies should be universal. That's why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations. Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for life's most significant events. Whether it's preparing for retirement, safeguarding a family's future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence. At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time. Role Description: Entry Level Financial Sales Position (Remote) We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, you'll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, you'll build lasting partnerships that deliver real value for their financial futures. Key Responsibilities Conduct virtual consultations to understand clients' financial needs and goals Recommend customized life insurance and annuity solutions that align with client objectives Build and maintain long-term client relationships Use innovative thinking to address challenges and provide personalized solutions Deliver professional, client-focused service in every interaction QualificationsRequired Skills and Experience Exceptional communication and interpersonal skills Proven sales and negotiation abilities Solid understanding of financial products and services Self-motivated with the ability to work both independently and collaboratively Strong organizational and time-management skills Proficiency in Microsoft Office Suite Ability to work with diverse client needs and adapt to varying levels of financial understanding Experience in managing and nurturing client relationships over time Ability to handle objections professionally and maintain persistence in sales efforts Comfort with technology, including video conferencing tools and CRM software Additional Qualifications Detail-oriented with a focus on accuracy in documentation and processes Ability to handle confidential and sensitive information with professionalism Strong decision-making skills and ability to manage multiple tasks simultaneously Ability to work under pressure and meet sales targets A basic understanding of taxes, retirement planning, and estate planning principles is a plus Preferred Experience Active Life Producer's License Previous experience in sales or financial services, particularly in insurance or wealth management Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus Personal Qualities Integrity, reliability, and a caring attitude A natural listener and effective communicator Ambitious, with the heart of a teacher and the vision of a leader Positive, relatable, and passionate about helping others Dedicated to making a meaningful impact Professional in appearance and demeanor A lifelong learner with a growth mindset and a desire to continually improve Compensation This position is commission-based, with competitive earning potential: Part-Time: $45,000-$60,000 (average) Full-Time: $97,000-$145,000 (average) Why Join Us? At Build Your Legacy Now, we offer: Work-life balance: You design your own schedule Competitive compensation: Unlimited earning potential Fully remote work: Conduct client meetings via Zoom Career growth: Opportunities for professional development and advancement Diverse teamwork: Collaborate with a supportive and inclusive team Company culture: Celebrate achievements with team events and gatherings If you're passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Let's build legacies together!

Manager, Financial Planning & Analysis (FP&A) - Growth Opportunity! Right hand to the CFO Are you ready to take the next step in your career and build your own team? This is a high-impact role in a company that is doubling in size, offering the chance to shape the FP&A function and grow into a leadership position. Why You Should Apply: ✅ Salary up to $125K ✅ Supervisory growth - Goal to have 1-2 direct reports by year-end ✅ Direct exposure to top leadership & an incredible mentor (bonus points if you like hockey 🏒) Work in an industry that truly impacts people's lives every day. What You'll Do: Develop and lead financial planning, budgeting, and forecasting processes Build and enhance financial models and dashboards to support decision-making Perform variance analysis and provide insights to senior leadership Partner with executives to drive profitability and operational efficiency Help scale the FP&A function in a rapidly growing organization What We're Looking For: ✔ 4+ years of FP&A, financial reporting, or accounting experience ✔ Strong Excel skills and previous ERP system experience ✔ Private equity experience is a plus ✔ CPA or CFA preferred but not required ✔ Leadership potential - looking for someone who wants to develop and manage a team 📍 Location: Columbus, OH (Hybrid) 📅 Schedule: Monday - Friday, 8:30 AM - 5:00 PM 💡 Excited about the opportunity? Send your resume to ***********************! #Hiring #Finance #FP&A #PrivateEquity #FinancialModeling #Leadership

The Finance Manager is responsible for conducting the organization's day-to-day financial activities. Under the direction of the Chief Operating Officer, the Finance Manager ensures compliance with accounting principles, manages financial reporting, budgeting, and forecasting, and performs a variety of tasks related to the organization's financial health and sustainability. Financial Management Record journal entries, reconcile bank accounts, and prepare closing schedules. Analyze and present financial reports accurately and timely; clearly communicate monthly, quarterly, and annual financial statements; present financial reporting details for all revenue/donations; and oversee all financial, project/program, and grants accounting. Coordinate and lead the annual financial audit process, liaise with external auditors and the finance committee of the Board of Directors; assess any changes necessary. Monitor and track all incoming grant funds, outgoing reimbursable expenses, and cash matches. Track and update the grant spend-down analysis and projections. Create budget adjustments as needed. Complete monthly Payroll Reconciliation report and the grant Financial Status Report (FSR) in accordance with Grant, Cash Match, and In-Kind Ledgers. Oversee and lead the annual budgeting/planning process in collaboration with the Executive Leadership team; administer and review all financial plans, salaries, and expenses; monitor progress and changes; keep the Executive Leadership team informed of the organization's financial status. Support the execution of the annual Office of the Governor grant budget in collaboration with the Executive Leadership team for submission to the governor's office. Manage organizational cash flow and forecasting. Ensure new hire and employee payroll documentation is communicated with the payroll vendor and that payroll is processed semi-monthly. Stay up to date and implement all necessary business policies and accounting practices. Effectively communicate and present critical financial matters to the Executive Leadership team and the Board of Directors. Record all bank transactions (expenses & revenue), ensure all transactions are coded accurately in the accounting system and all documentation/backup is saved. Responsible for depositing checks in the bank regularly and maintaining all documentation. Oversee all revenue processors (PayPal/Stripe) and ensure donations are transferred to the bank and recorded. Manage all accounts payables, ensure that invoices and bills are paid on time, and documentation/backup is saved. Responsible for processing all expense reports, entering transactions into the accounting system, and ensuring all receipts and necessary documentation are accounted for. Process employee's monthly expense reimbursement payments for mileage and other reimbursable expenses. Reconcile the revenue in the accounting system to the donor tracking system (CRM). Work on the annual SAM registration renewal before expiration and submit all required documentation. Responsible for the administration of the 401K retirement plan, including employee contributions and calculating/processing the year-end 401K employer match. As administrator of the 401K retirement plan, responsible for all administrative tasks (annual compliance testing, 5500 filings, and annual audits). Required Skills Keen analytic, data-oriented problem-solving skills that support and enable sound decision-making Excellent communication skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders Extremely detail-oriented Ability to develop effective work plans, organize details, set priorities, and meet deadlines A multi-tasker with the ability to wear many hats in a fast-paced environment Ability to translate financial concepts to - and effectively collaborate with -- programmatic and fundraising colleagues who do not necessarily have finance backgrounds Ability to work independently and to be a self-starter, with minimal supervision Commitment to continuous quality control and improvement Strong track record of excellence and attention to detail Technological ability working with online systems and cloud-based programs Strong skills in accounting software; advanced skill in Microsoft Excel Demonstrated interest and passion for trafficked and exploited youth Adhere to policies related to boundaries with youth Attend required abuse risk management training Adhere to procedures related to managing high-risk activities and supervising youth Report suspicious or inappropriate behaviors and policy violations Follow mandated abuse reporting requirement Education and Job Experience Requirements Minimum of a bachelor's degree in accounting, finance, or related field or an equivalent amount of experience and education. At least seven years of professional experience in finance non-profit financial management experience preferred Extensive experience overseeing the quality and control of all financial data, reporting, and audit coordination A professional track record in grants management Professional experience with accounting and reporting software Extensive experience using financial ERP systems (QuickBooks preferred) Excellent computer skills including Microsoft Office, Google Docs/Sheets, etc. (Traffick911 operates on Apple laptops) Critical Qualities Adhere to Traffick911's Core Values and Code of Ethics (traffick911.com/mission-values) Mature Christian faith Professional Humble and resilient Pursues excellence Culturally aware and appreciative of differences Strong work ethic Innovative problem solver Ability to build trust and strong partnerships with others Courageous in pursuing opportunities and challenges Tenacious in achieving goals Physical Demands Job may be performed remotely with regular meetings taking place in Traffick911's office in Addison, Texas. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions. Benefits and Salary Traffick911's benefits package for this role will include paid holidays and generous vacation time. Job Type 30 hours per week Please send a cover letter and resume with the job title you're applying for in the subject line to: ********************. Traffick911 exists with the sole purpose of freeing youth from sex trafficking by building trust-based relationships. This is accomplished by a 24/7 crisis response and the Voice & Choice Program Team walking alongside child sex trafficking victims and with Multi-Disciplinary Team partners. Traffick911 was founded in 2009 by a community activist who discovered that child sex trafficking was happening in North Texas. Over its history, the organization's abolition efforts include training over 82,000 youth and adults face-to-face with prevention and awareness messages, training over 18,000 first responders, and directly serving over 1,300 survivors. Mission: To free youth from sex trafficking through trust-based relationships Vision: Communities free from relational brokenness Values: Hope, humility, and humanity

Russell Tobin's client is hiring a Sr Finance Manager in Mason, OH Employment Type: Contract Pay rate: $40-$45/hr Responsibilities: Responsible for the development and review of financial plans, forecasts, and estimates. Develops the forecast for Depreciation and Occupancy across 5 brands, prepares/maintains supporting documentation, and tracks key assumptions, contingencies, etc. Financial partner with brand/shared leaders to capture key inputs for the planning process, identifying risks and opportunities. Proposes methodology changes and improvement opportunities to forecast and align with brand/shared partners on changes. Manages the Real Estate Pro Forma model and supports key steps of the capital allocation approval process. Ad hoc analysis to support the central Real Estate Leadership team and their strategic objectives. Monthly Analysis and Reporting Responsibilities: Coordinates the month-end closing process by preparing journal entries/accruals and working with accounting to address inconsistencies or errors. Completes a detailed review and analysis of actual results on a monthly basis. Coordinates obtaining variance explanations and reviews for reasonableness. Understands and analyzes variances versus plan/forecast/estimate, timing, etc. Understands and analyzes the cost drivers for actual results on a monthly basis. Prepares monthly variance commentary. Prepares and assesses analyses, providing actionable business insights to brand/shared partners regarding financial trends/performance. Participates in special projects and creates ad hoc analyses as assigned. Requirements: 5+ years of relevant experience. Bachelor's Degree in Finance or Accounting. Strong analytical and problem-solving skills. Excellent interpersonal and communication skills with the ability to influence outcomes. Solid organizational and multi-tasking skills. Systems - advanced Excel skills, experience with Business Objects, ERP systems (e.g., SAP), and Hyperion Essbase/Planning. Preferred retail financial planning experience. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

*Date Posted*: 02/12/2025 *Hiring Organization:* Rose International * 478160 *Job Title:* Finance and Accounting Manager *Work Model: *Remote *Employment Type*: Temporary *Estimated Duration (In months)*: 6 *Min Hourly Rate($):* 60.00 *Max Hourly Rate($)*: 65.00 *Must Have Skills/Attributes:* Brokerage, Finance, Insurance, Project Management, Risk Management *Nice To Have Skills/Attributes:* PMP *Job Description* *Required Education:* • Bachelor's degree in finance, Accounting, or a related field *Preferred certifications:* • Project Management Professional (PMP) certification or equivalent *Required Skills:* • Minimum of 7 years of experience in financial project management, preferably within the insurance industry • Finance and brokerage experience • Financial and Brokerage Compensation Experience: Proven experience in managing financial and brokerage compensation projects • Financial Accounting Flows: In-depth understanding of financial accounting flows and reconciliation processes • Project Management: Strong project management skills with a track record of successful project delivery • Communication Skills: Excellent verbal and written communication skills to effectively interact with stakeholders at all levels • Problem-Solving: Strong analytical and problem-solving skills to address project challenges and deliver innovative solutions We are seeking an experienced Financial and Accounting Project Manager with expertise in financial accounting flows and reconciliation processes. The ideal candidate will manage complex financial validation and approval workflows, ensuring accuracy and compliance within the bind-to-invoice process. *Responsibilities:* • Project Leadership: Oversee bind-to-invoice projects from initiation to completion, ensuring timely and successful delivery • Financial Validation: Manage complex financial validation and approval workflows, ensuring accuracy and compliance • Stakeholder Engagement: Collaborate with internal and external stakeholders to gather requirements, provide updates, and manage expectations • Reconciliation Processes: Lead reconciliation processes to ensure accurate financial reporting and compliance • Risk Management: Identify and mitigate risks associated with financial projects, ensuring adherence to industry standards and regulations • Performance Monitoring: Track project performance using appropriate tools and techniques, providing regular reports to senior management *\*\*Only those lawfully authorized to work in the designated country associated with the position will be considered.\*\** *\*\*Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.\** *Benefits:* *For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.* *California Pay Equity:* *For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.* *Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.* *If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.* *Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).* #UNI Job Types: Full-time, Temporary Pay: $60.00 - $65.00 per hour Benefits: * 401(k) matching * Dental insurance * Health insurance * Health savings account * Vision insurance Schedule: * 8 hour shift * Monday to Friday Application Question(s): * Have you managed financial validation and approval workflows in a brokerage or insurance setting? If so, how did you ensure compliance with industry standards? * Describe a time when you identified a financial risk in a project and how you mitigated it. What was the outcome? * Can you please describe in a few sentences why you see the work experience of yours as a fit for the position? * Are you authorized to work on Rose International's W2 without sponsorship? Education: * Bachelor's (Required) Experience: * financial project management: 7 years (Required) License/Certification: * PMP (Preferred) Ability to Commute: * Remote (Required) Work Location: Remote

Position Description: The Finance Manager will perform higher-level accounting and payroll functions as well as provide technical oversight and guidance to the Administrative Assistant on payroll, accounts payable and receivable, and other day-to-day financial tasks. The Finance Manager will assist the Administrative Assistant on project-related financial practices as-needed, and will advise the Executive Director on improvements to Commission financial policies and practices. A Day in the Life: Build a better future. Collaborate with service driven colleagues. Make lasting change. These values are embedded in our culture, and we're looking for a part-time Finance Manager who will contribute to our work. We create a supportive and productive team through a hybrid work arrangement that balances in-office and remote work, blending individual autonomy with team engagement. We offer optional benefits and opportunities for growth; however, this position will be highly-focused on the tasks outlined in this position description, with no “other duties as assigned.” This position is perfect for an experienced servant-leader who is seeking a low-stress “Encore Career,” or individual seeking a flexible work/life balance that allows you to continue honing your skills. Experienced individuals will also have the opportunity to mentor the next generation of administrative professionals. The work will put you on an inter-generational team of life-long learners, and let you practice your craft while growing new skills through team engagement and professional development. About Us: We have been providing southwestern Wisconsin with community and economic development services for 55 years. We advocate for necessary and positive change grounded in a history of agriculture, food production, manufacturing, small businesses development, and abundant natural resources. Our staff are interdisciplinary and service driven. Read our Strategic Plan here: ******************************** Location: The Finance Manager will begin in our Platteville office and may adapt a hybrid work schedule once acclimated to the duties. Extended remote work options and leave are possible due to the position's flexibility once regularly-scheduled deadlines and tasks are fully understood. Tasks and duties: Bi-weekly duties include back-up support to the Administrative Assistant on payroll processing Monthly duties include: Reconcile bank statements Verify and prepare monthly journal entries Reconcile payroll deductions (life & health insurance, WRS retirement withholdings, etc.) Reconcile accounts receivable Create monthly financial reports (balance sheet and revenue & expense statement) Quarterly duties include: Create financial reports for use in accounts payable and for review by the SWWRPC Commission (balance sheet, statement of operations, treasurer's report of invoices, etc.) Verify and prepare of monthly journal entries Verify and reconcile payroll reports (941 report, unemployment, etc.) Conduct “spot audits” of vouchers and checks for compliance with SWWRPC policies Annual duties include: Prepare and distribute 1099 forms for staff Verify and reconcile annual payroll reports (W-2, WI state withholding report) Assist the Executive Director with preparation of annual Total Benefit Statements for staff Periodic duties may occur throughout the year and will be scheduled to fit within regular working hours: Support the Executive Director in overall fiscal health and performance measurement analysis Support in any tasks that require a separation of duties Requirements: Demonstrated expertise in accounting and payroll practices listed above. Demonstrated experience with public sector financial procedures (GASB) is desirable. Demonstrated effective oral and written communication skills. Competency with Microsoft Office suite and experience with, or desire to learn, payroll and accounting software. Education and experience: A degree in accounting or finance is preferred. CPA and public sector finance and accounting experience are highly desirable. Education and experience in the operational fields listed above is required. Sufficient years of practical experience in a related field and strong references may substitute for the degree. Estimated use of time: This position is a 0.25-0.30 FTE position, or 10-12 hours per week averaged across the year. These hours will fluctuate based on the recurring cycle of deliverables, and may range from 0-20 hours depending on the weekly or quarterly deadlines. The schedule is flexible, but will require regularity for monthly reconciliations and quarterly financial reporting. Financial management duties (accounting, payroll, etc.): 90% Other administrative functions (staff and Commission Board meetings): 10% Staff team events: additional hours for attending team outings are available to the Finance Manager as desired Compensation: The hourly rate for this position is between $40 and $61 per hour, depending on qualifications. The wage will be set accordingly based on the applicant's demonstration of the necessary and desirable qualifications noted above, and demonstrated ability to complete the duties outlined in this position description. There are no supervisory duties associated with this position. SWWRPC pays for continuing education and maintenance of certifications tied to job duties. This is a permanent, part-time position. Negotiable benefits: Participation in bi-annual staff outings such as visiting historic and tourist sites across southwest Wisconsin or canoe outings on the Wisconsin River. Ability to grow new skills and take on small projects if desired. Opportunity to formally mentor, or informally advise, young and mid-career professionals. Applications are due by 5:00 PM on April 11, 2025 and will be accepted until a candidate is found. First round interviews will begin the week of April 14. SWWRPC is fully committed to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. We are dedicated to providing a work environment free from discrimination and harassment and where employees are treated with respect and dignity.