Finance Consultant Jobs in Saks, AL

Curran Recruiting has partnered with a PE-backed SaaS company in the Perimeter area looking for a Vice President of Finance. Lead a small team of a Finance Manager and several Analysts Report directly to the Chief Financial Officer Establish and monitor KPIs, providing financial analysis to senior leadership on key trends Work closely with other leaders, building their financial understanding while offering insights and recommendations maximize financial performance Consistently monitor, adjust and express financial plans, helping increase financial understanding, transparency and alignment Work closely with Revenue Operations to build out reporting capabilities, leveraging relevant information sources to enhance business performance visibility Targeted Experience/Education: 10+ years of FP&A experience Bachelors in Finance, Economics, Accounting or related area required MBA highly preferred Experience with Workday Adaptive Planning and NetSuite preferred

Are you a forward-thinking financial leader ready to make a lasting impact? Our client is seeking a dynamic VP of Finance to drive their financial strategy, lead a high-performing team, and play a pivotal role in shaping the company's success. If you have a proven track record of leadership, strategic vision, and financial expertise, we want to hear from you! Position Summary Reporting to the C-suite, the VP of Finance will play a crucial role in driving our client's financial strategy, contributing to strategic planning, and ensuring alignment with the company's mission, goals & policies. In this pivotal role, you will lead and mentor the finance team, manage the processes for financial forecasting and budgets, and oversee the preparation of all financial reporting, directing the fiscal functions of the organization in accordance with GAAP and with financial management techniques and practices appropriate for the wholesale industry. The position has responsibility for helping to plan, develop and implement our client's mission, goals, and policies. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Meets regularly with senior leadership to review financial status, outlook, and planning. Develops advanced forecasting and budgeting methodologies to drive strategic, long-term decision making. Oversees the planning and organization of activities related to finance and accounting. Provides financial advice and guidance related to contractual agreements under consideration by the organization. Develops strong banking relationships and initiates strategies to enhance cash position. Analyzes cash flow, cost controls, expenses, and all financial statements to pinpoint potential areas for improvement. Ensures compliance with local, state, and federal regulations, and company policies, procedures, and compliance programs. Evaluates and advises on the fiscal impact of long-range planning, introduction of new programs/ strategies, and regulatory action. Enhances and monitors risk management strategies to safeguard the organization's assets and ensure regulatory compliance, including general liability and related insurance coverage. Analyzes and directs all cost accounting procedures together with other statistical and routine reports. Leverages technological advancements to streamline financial processes and enhance data analytics capabilities. Reviewing all formal finance and accounting-related procedures. Foster a culture of financial discipline and continuous improvement within the finance team. Provides staff with opportunities for professional and personal growth. Develops effective solutions to business challenges. Accomplishes all tasks as appropriately assigned or requested. Performs additional business operations duties and tasks, as required. Knowledge, Skills, & Abilities An energetic, forward-thinking, and creative individual with high ethical standards. A strategic visionary with sound technical skills, analytical ability, good judgment, and strong operational focus. A well-organized and self-directed individual who is a team player with a proven track record of leading and inspiring finance teams to achieve high performance and drive organizational success. Exceptional communication and interpersonal skills, with the ability to build strong relationships across all levels of the organization and with external stakeholders. A decisive individual who possesses a "big picture" perspective. Ability to read, analyze, and interpret complex financial documents. Thorough knowledge of compliance requirements and governmental regulations. Thorough understanding of IS policies and procedures. Thorough understanding of or the ability to quickly master technology used in the organization. Education and Experience A Bachelor of Science in Accounting or Finance is required. A CPA license is preferred and considered a strong asset. 10+ years of progressive experience in accounting or financial planning, including a track record of leadership in a senior financial role. An experienced leader and financial executive with appropriate industry experience, preferably in wholesale, distribution, and/or consumer packaged goods is preferred. Individuals should have demonstrable experience with cost modeling, ERP, and database systems.

We are seeking a Wealth Advisor to join a fast-growing financial services firm to work collaboratively within a team that serves existing clients while expanding the client base through relationship-driven strategies. Responsibilities Cultivate, build, and maintain client relationships in alignment with company values and planning-based standards Develop and implement strategies in areas such as investment planning, estate planning, risk management, tax planning and cash flow management to help clients meet their objectives. Regularly review client accounts, financial plans, and portfolios to adapt to life changes, economic shifts, or performance updates. Provide ongoing support and communication to ensure client satisfaction Analyze financial data to craft actionable strategies aligned with client goals. Prepare and interpret summaries, investment performance reports, and income projections for clients. Collaborate with colleagues to expand the client base through referrals, networking, organic growth initiatives, and leveraging various market channels. Lead and coordinate team efforts to enhance service delivery and support team development through goal setting, workflow management, and performance reviews. Qualifications Bachelor's degree in Finance, Financial Planning, or a related field. Minimum 5-7 years of direct Financial Planning experience. CFP or ChFC designation required. Series 7 required, and Series 66 (or Series 63 and 65) licenses required. Life and Health Insurance licenses or willingness to obtain within 90 days. Proficiency in Microsoft Office systems and CRM systems such as Salesforce. Strong knowledge of financial products and services, including debt and cash management, insurance, and investments. Proven ability to attract and convert prospects, deliver high-level quality service, and commit to growing and contributing to the firm's success.

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.' It is the reason we go to work every day. In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well. We are looking to add an Associate Wealth Advisor to our team in our Atlanta, GA office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. Associate Wealth Advisor Responsibilities: Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings. Supports Wealth Advisors' business development efforts. Executes client requests, updates client information, and follows up on open items for advisors and clients. Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. Prepares client meeting materials and attends client and/or prospect meetings. Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team. Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed. Provides diligent documentation of client communication and utilizes CRM software. Serves day-to-day client needs and collaborates with team members to ensure the highest level of service. Provides on-demand and scheduled reports to advisors and clients, as requested. Participates in and contributes to team meetings, as assigned. Reviews quarterly reports for accuracy. Tracks and completes any special projects throughout the year as needed. Manages client onboarding process and facilitates new account paperwork with client service team. Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed. Travel: Minimal travel is required. Required Qualifications and Skills: Bachelor's Degree required; strong preference given to MBA, CFA , or CFP professionals or those on track to earn any of these designations Three to seven years' experience in the financial services industry, preferably at an RIA or Broker/Dealer. Detail-oriented self-starter with problem solving ability, adaptability, and flexibility. Effective speaking and presentation skills. Excellent writing proficiency. Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously. Coachable with the ability to work in a team environment and independently. Learning and development mindset and drive for continuous improvement. Personal commitment to continuing education for professional development and growth. Can-do attitude where no task is too big or small. Proficient with Microsoft Office suite. Preferred Qualifications and Skills: Desire to pursue CFP or CFA Certification if not already obtained Experience with financial planning software such as eMoney, Right Capital, etc. Proficiency in a CRM such as RedTail or Salesforce. Knowledge of financial custodians and their platforms. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to lift 15 pounds at times Must be able to access and navigate each department at the organization's facilities Benefits: Health, Dental, and Vision benefit options 401K Twelve paid holiday days per year Extra vacation day on your birthday week Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us Compensation commensurate with experience Legal: Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at ***********************.

ABOUT US: Financial Consultants Group, Inc. has been a Registered Investment Advisor since 1996 and provides comprehensive Financial Planning and Wealth Management services to families and individuals throughout the Greater Metro Atlanta. We are an independent full-service, fee-only financial planning and investment management firm. As a fee-only firm, our clients benefit from our fiduciary advice with no commission products allowing more flexibility and more competitive pricing than Broker/Dealer firms. Our mission is to provide value to our client's overall financial picture, and we work diligently to build a personal relationship with our clients to better understand their unique situation. Through a comprehensive team-based approach, we walk our clients through a simplified, yet detailed process to create a customized plan to help them reach their financial goals. We believe this approach adds a broader perspective and better long-term outcome for our clients. JOB DESCRIPTION: We are currently seeking a Financial Planner to be apart of our team who has professional working experience in the wealth management and financial industry and is looking to grow their clientele with an established team approach. The ideal candidate will have 5+ years of experience as a financial planner, with the Certified Financial Planner designation or similar. ESSSENTIAL DUTIES AND RESPONSIBILITIES: All of our client relationships begin with creating a strong and realistic financial plan. In this position, you will have a variety of responsibilities. These may include (but are not limited to): Create comprehensive financial plans for clients in conjunction with our team. Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis. Monitor investment portfolios for adherence to client's financial plan and risk tolerance. Regularly meet with clients, take notes, update CRM and complete meeting follow-up items. Handle the set-up and management of new and existing client accounts including the transfer and deposits of funds and the establishment all relevant account features, including but not limited to proper account registration, beneficiary designations, systematic withdrawal plans and automatic monthly investment programs. Manage work given to Client Service Associates and Administrative staff. Develop investment and growth proposals based on our internal asset models. Perform research and participate in the ongoing review of our team investment models. Ensure completion of paperwork for distributions and all other client service items. Call prospects who have expressed interest in our services and follow-up with existing clients to implement team recommendations. Position Qualifications: A Bachelor's Degree or higher in finance, financial planning or related business field. CFP or similar designation. Comprehensive knowledge of topics related to investments, financial planning, wealth planning, retirement account types, social security, pensions, insurance products, tax topics and the overall economic environment. The ideal candidate will be a self-starter, relationship builder, team professional and problem solver with a solid understanding of financial models and spreadsheets and will be able to utilize these skills for reporting and evaluation purposes. Experience with RedTail, Morningstar Advisor and Right Capital financial planning software is a plus. Working for a financial services company involves access to personal client information. It is important that the candidate understand and respect confidentiality and security of the information. Having the highest of ethics is expected with regard to the fiduciary integrity expected for our clients.

Sterling Search Partner is helping a Birmingham client with its search for a Financial Planner. A financial planner assists clients in managing their finances by providing personalized financial advice and creating comprehensive financial plans. This role involves assessing clients' financial needs, setting goals, recommending financial strategies, and helping them implement these strategies to build wealth and secure their financial future. Key Responsibilities: Client Consultation: Meet with clients to discuss their financial goals, concerns, and current financial status. Understand client needs and provide customized advice based on their objectives (retirement, savings, education funding, etc.). Financial Assessment: Review financial documents such as tax returns, investment portfolios, and insurance policies. Assess clients' income, expenses, debts, and assets to understand their financial picture. Financial Planning: Create comprehensive financial plans tailored to each client's goals and risk tolerance. Provide recommendations for investment portfolios, tax strategies, retirement planning, estate planning, and insurance needs. Investment Strategy: Advise clients on suitable investment options (stocks, bonds, mutual funds, etc.). Regularly review clients' investment portfolios and make adjustments based on market conditions or changes in goals. Tax and Retirement Planning: Guide clients in making tax-efficient financial decisions. Help clients plan for retirement, including advising on pension plans, 401(k) contributions, and other retirement vehicles. Ongoing Monitoring and Adjustments: Regularly review and update financial plans to ensure clients are on track to meet their financial goals. Adjust plans as necessary in response to life changes (e.g., marriage, children, job changes). Education and Communication: Explain complex financial concepts in a clear and understandable way. Keep clients informed about their financial progress, upcoming changes in regulations, and any relevant financial products. Compliance and Ethics: Ensure all financial advice and actions are in compliance with applicable laws, regulations, and ethical standards. Maintain confidentiality of client information and conduct all dealings with integrity. Skills and Qualifications: Education: Bachelor's degree in finance, economics, accounting, or a related field. Certifications: Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or other relevant credentials. Experience: 5-7 years in financial planning, investment advising, or a related field.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Macon, GA If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Step into a significant book of business and be the lead financial advisor for a growth initiative in Macon. We have excellent support staff, and you can lead teams that utilize a multiple-bank branch referral network of local business owners and individuals. Utilize the many resources at this top bank to be a cornerstone of your business for future growth. Highlights: Run your practice like an independent and own your book Step into an existing book of business and referral network Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves What you'll do: Provide advice to customers on personal investment product purchases by informing them of current market trends and recommending appropriate investment strategies Determine specific customer needs and ensure that proper market transactions are executed Responsibilities: Keep informed of personal investment product market trends, issues, and customer needs Maintain up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential. Participate in a customer call program to develop and maintain contacts for the sale of personal investment products to existing and prospective customers. Comply with the rules established by FINRA, Federal bank regulators, and state regulators; maintain up-to-date knowledge regarding changing regulations. Actively upholds the organization's vision, mission, and values, encompassing mutual respect, honoring commitments, working with integrity, and accepting responsibility for one's own actions. Has a strong commitment and dedication to internal and external customer service What you'll need: A bachelor's degree from a four-year college or university and three years of related experience are required. Work-related experience should consist of a personal investment sales background and a proven sales/business development track record. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should apply to the financial investment industry. Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are required. We offer competitive compensation and an excellent benefits package. If you want to be part of a dynamic and growing banking organization, we would like to hear from you!

We are seeking Entrepreneurs that are interested in becoming a Financial Advisor / Financial Representative with Northwestern Mutual Alabama. Financial Advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning · Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2021) · Forbes' Best Employers for Diversity (2018-2020) · Top 10 US Independent Broker-Dealers · #1 Amongst Life Insurers Most Admired Companies for Financial Soundness · Best Place to Work for Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

Sr. FP&A Analyst Salary: $84,000 - $104,000 + 7.5% Annual Bonus Benefits: 401k match, 3 weeks PTO, Healthcare options We are seeking a highly skilled and motivated Sr. FP&A Analyst to join a dynamic and growing team within a large, well-established organization. This role offers excellent exposure to senior leadership, with significant potential for career advancement within 18-24 months. The successful candidate will be an integral part of the finance team, managing key financial processes, collaborating with business and IT leaders, and driving strategic initiatives. Key Responsibilities: Monthly P&L Management: Oversee the preparation and analysis of monthly Profit & Loss statements, ensuring accurate reporting and tracking of accruals and forecasting. Forecasting & Budgeting: Assist in developing and managing the company's financial forecasts and budgets, with a focus on aligning business units with overall financial goals. Tracking IT Projects: Work closely with IT and business leaders to track and manage IT-related projects, ensuring alignment with financial goals and accurate reporting. Collaboration Across Teams: Collaborate with senior business leaders, including those in IT and finance, to provide insights, financial analysis, and guidance on strategic initiatives. Data Analysis & Reporting: Analyze financial data, identify trends, and present key findings to senior management to support decision-making and business planning. Leadership Exposure: Work directly with senior leadership, gaining exposure and visibility within the organization. Be part of a high-potential team aimed at future leadership roles. Qualifications: Experience: 4-8 years of experience in FP&A, with a strong background in monthly P&L, accruals, forecasting, and financial analysis. IT & Finance Knowledge: Experience working with IT finance, including understanding of IT capitalizations and cloud computing (development, expenses, and revenue recognition). Systems Proficiency: Experience with Excel, PeopleSoft (or similar ERP systems), and financial planning tools (e.g., IBM Planning Tools). Education: Bachelor's degree in Finance, Accounting, Economics, or related field; CPA or CFA preferred. Strong Analytical & Communication Skills: Ability to analyze financial data, present findings to senior leadership, and adapt communication style to various stakeholders (e.g., business leaders, IT teams, VPs). Company Selling Points: Promotional Opportunities: The team is in a transitional phase, with opportunities for promotion and career growth within 18-24 months. Team Culture: A supportive and collaborative environment with great learning opportunities and development. Growth Potential: The company has a strong promote-from-within culture and is focused on grooming leaders for future positions. How to Apply: Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the role.

Summary: Our client is seeking a Senior Finance Manager to join their team. The Senior Finance Manager will be responsible for supporting corporate FP&A. Our client offers a hybrid work environment but is only seeking local candidates. Responsibilities: Lead annual budgeting and corporate forecasting. Manage long-range financial planning and projections. Collaborate with department leaders to develop strategic plans. Support earnings reports, financial close processes, and variance analysis. Prepare CFO presentations and key financial reports. Requirements Bachelors degree in accounting or finance 5+ years of progressive accounting and finance experience Corporate FP&A experience Experience working with a financial reporting tool

Join the Shearwater Team as a Financial Analyst Are you a recent college graduate ready to launch your career in finance? Shearwater is seeking a Full Time (on-site) Financial Analyst to join our dynamic team. As a key player in our organization, you will provide vital analytical support for our portfolio of aircraft investments and loans while gaining exposure to numerous aspects of our business. About Us: Shearwater Global Capital is a specialty asset-based finance company focused primarily on making private credit and special opportunity investments in aircraft, aviation equipment, yachts and high-end real estate. Our clients span across the globe and we pride ourselves on our commitment to excellence and professionalism in managing our investment portfolio. We're a growing entrepreneurial company that values collaboration, innovation, and the drive to succeed. Key Responsibilities: Conduct comprehensive financial analyses to support the underwriting and structuring of new loans and leases for corporate jets and special mission aircraft. Create detailed term sheets for potential clients that illustrate the results of financial models. Stay informed on aircraft market fundamentals at both platform and macro levels to strengthen investment cases. Prepare investment memos for new and ongoing transactions to present to the investment committee. Monitor the performance of our existing portfolio of financings, ensuring alignment with underwriting standards. Proactively identify and address non-performing investments and loans. Assist with reporting and investor relations processes to ensure effective communication. Qualifications: A Bachelor's degree is preferred but not required. We value passion and potential. Proficiency in PowerPoint and advanced financial modeling skills using Excel. Strong communication skills, both written and verbal. Background in aviation is a plus but not mandatory. Ability to communicate effectively via email and telephone. Independent work style with excellent organization skills, thriving in a fast-paced environment. Compensation and Benefits: Competitive compensation is based on experience and skills. Eligible for full benefits starting January 1, 2026. Why Shearwater? Be a part of an innovative team that empowers you to grow and succeed. Gain hands-on experience with mentorship from industry experts. Contribute to exciting projects with real impact in the aviation finance sector. If you are eager to take the next step in your finance career with a supportive and entrepreneurial team, we want to hear from you! Please submit your resume and a brief cover letter detailing your interest in the Financial Analyst position to Chris Miller ****************************

SECO, a leading auto parts manufacturing company in South Korea, was established in 1966. With 8 different auto parts affiliates around the globe, ECOPLASTIC emerged as a significant affiliate in June 1984. ECOPLASTIC specializes in the design, development, and production of exterior and interior auto parts for the global automobile industry. Through a joint venture with Hyundai (HMGMA), ECOPLASTIC AMERICA now extends its innovative leadership in eco-friendly electronic auto parts manufacturing to North America, capitalizing on cutting-edge technologies and a strong reputation for reliability. For more information, visit: ******************************************** We are actively seeking individuals who possess a strong desire to learn and grow alongside the journey of ECOPLASTIC AMERICA as we continue to pave the way forward. Join us! Job Title/Position: Finance Specialist I Job Description: Maintain and update financial records, managing data within SAP. Prepare financial statements, profit and loss reports, and cash flow statements in accordance with company policies and regulations. Participate in the preparation of business plans and related documentation. Prepare necessary documents for bank loans and facilitate smooth communication with banks. Prepare and present financial analysis reports to company executives and financial institutions. Manage basic banking tasks, including fund management, deposit management, and payment processing. Conduct daily accounting tasks such as basic journal entries, adjusting entries, and correcting entries. Support and participate in month-end, quarter-end, and year-end closings. Assist in tax reporting and audit preparation. Collaborate with other departments to collect financial data. Work with other departments to manage accounts payable (AP) and accounts receivable (AR). Review and manage expense reports, fund cost allocations, and reimbursement processes. Analyze and evaluate various organizational expenses. Manage investment costs and assess the feasibility and potential profitability of investment opportunities. Qualifications: Bachelor's degree in accounting Strong organizational skills and attention to detail. Excellent mathematical and analytical skills. Proficiency in Microsoft Excel (advanced skills preferred). Knowledge of accounting principles and financial reporting. Strong communication and interpersonal skills. Positive attitude and willingness to grow within the company. Bilingual proficiency in Korean and English is required. Benefits and More: Health insurance (medical, vision, and dental) 401K Paid Time Off Opportunity to drive significant changes in Finance with an ability to make an impact across the organization

Position Type: Full-time, In-office Northern Rock (***************** is a company that buys, operates, and grows exceptional automotive businesses. Northern Rock is seeking an exceptional private equity professional to support its efforts in acquiring automotive repair shops and associated real estate across the United States. Job Description: Analyze earnings and cash flows on a reported and pro forma basis, identify key business and operational drivers of performance, conduct due diligence on acquisition targets, assist with the quality-of-earnings analysis, and create forecasts and analysis of investment risks and merits Provide a clear, detailed report on earnings quality, including adjustments and findings Ensure proper application of revenue recognition policies and identify any premature or inflated revenue Adjust EBITDA for non-operational items to assess core profitability Detect potential earnings manipulation or fraud Ensure earnings are backed by strong, consistent cash flows Review changes in working capital to assess liquidity and earnings sustainability Ensure asset depreciation/amortization policies reflect actual usage Review accounting estimates and policies for consistency and reasonableness Evaluate tax provisions and strategies that may impact reported earnings Determine if earnings are sustainable or driven by one-time events Conduct rigorous financial modeling and analysis, review and analyze operational data and financial statements, and prepare reports and investment memoranda and other materials for the company's senior leadership Qualifications: At least 1-3 years of financial modeling and analysis experience in transaction advisory services/financial due diligence, FP&A, business valuation services, public accounting, and/or a related role Experience performing Quality of Earnings analyses is preferred What We Offer: Opportunities for professional development and career advancement Competitive salary commensurate with experience Health insurance (medical, dental, vision) Paid holidays and vacation time On-site fitness center On-site golf simulator Snacks and beverages in the office A supportive and collaborative work environment

Senior Financial Analyst (Workday Adaptive Planning) - Hybrid, Peachtree Corners, GA - $90-115K Join a fast-growing and innovative company in the consumer services industry as a Senior Financial Analyst! This role is ideal for a dynamic professional with a strong background in finance and FP&A systems (Workday Adaptive Planning/Adaptive Insights) who is eager to make an impact in a high-growth environment. With potential for career advancement, including the opportunity to step into a Finance Manager role within six months, this is a chance to grow your career alongside the company's rapid expansion. Key Responsibilities: Support and enhance Workday Adaptive Planning by maintaining configurations, managing user access, and ensuring data integrity. Assist in the creation, maintenance, and improvement of financial models, reports, and templates to drive accurate planning processes. Develop and optimize reports, dashboards, and KPIs to provide actionable insights into financial performance. Build and edit formulas, manage assumptions, and understand sheet functionality in Adaptive Planning. Proactively identify and implement enhancements to streamline financial reporting, budget consolidation, and forecasting processes. Work with cross-functional teams, including IT, accounting, and operations Maintain process workflows and system documentation for compliance and audit purposes. Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field (MBA or CPA is a plus). 3+ years of finance or FP&A experience. Proficiency in Adaptive Planning (report building, formula writing, maintaining models). Advanced Excel skills; familiarity with ERP systems (Dynamics 365 experience is a plus). Strong communication and collaboration skills to work with technical and non-technical stakeholders. Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment. What's in It for You? A potential promotion to Finance Manager within six months. PTO, health, dental, and vision insurance (eligibility after 30 days), life insurance, disability coverage, 401(k), and more. Be part of a company that values innovation, teamwork, and professional development.

Ready to take control of your accounting career? Do you enjoy the variety that public accounting offers and the challenge of working on different engagements? Consider consulting with UHY Resource Solutions as a career alternative that can give you the best of both worlds. Responsibilities Oversee month-end close processes, including reporting, reconciliations, and sales analysis Manage fixed asset accounting, ensuring accurate capitalization, depreciation, and disposals Handle lease accounting entries using LeaseQuery, maintaining compliance with relevant standards Collaborate with U.S. and global teams across multiple time zones to support financial reporting Work within various financial systems, primarily NetSuite, Dynamics 365, and LeaseQuery Ensure accuracy and compliance in financial reporting, leveraging a strong technical accounting background Maintain effective communication with internal and external stakeholders to resolve accounting issues Support the transition and integration of reporting structures Required Experience, Education, and Credentials: Bachelor's degree with a major in accounting 10+ years of accounting experience, particularly with growing mid-sized companies Experience supervising and managing teams while being hands-on in day-to-day accounting functions Strong end user of NetSuite, Dynamics 365, and LeaseQuery Expert Excel skills: VLOOKUP, Macros, VBA Etc. Experience working in a Big 4 firm preferred Note: Our client opportunities change frequently! We encourage you to apply even if this engagement isn't a perfect match. UHY-RESOURCE SOLUTIONS A career alternative that can give you the best of both worlds. For over a decade, our UHY Resource Solutions Consultants have mastered the "gig economy" and have enjoyed the flexibility that consulting with UHY Resource Solutions is built upon. Our employment model is designed to offer a career alternative to traditional accounting professions. Been there, done that! "Been there, done that!" That's what our clients are looking for! Your qualifications and experience will exceed the assignment requirements so you can hit the ground running and have a shorter learning curve. Expect assignments such as financial reporting, interim accounting support, post-merger accounting integration, functional software implementation, complex bank reconciliations and external financial reporting. Be ready to roll up your sleeves! The UHY Difference We are only as good as our word! Transparency and commitment are critical. By joining UHY Resource Solutions, we expect 100% commitment to the project and to helping the client achieve its outcome. We always work with our existing consultants first and help minimize unwanted downtime. Once onboard - we will work tirelessly to keep you as engaged as you desire. COMPENSATION PACKAGE -Resource Solutions Consultants are paid for every hour worked and time and a half for overtime, unlike traditional employment where professionals at this level are exempt from earning overtime pay. -World class Benefits- Group medical/dental and vision insurance, Paid Time Off and Paid Holidays, 401K, Company paid Short-term and Long-term disability, Long Term Care Insurance. US Resident, Authorization to work in the United States without requiring sponsorship. Only candidates residing in the state of the posting will be considered at this time. UHY is an Equal Opportunity Employer

An opportunity to join a growing team and help accelerate a rapidly expanding, Private Equity-backed enterprise. As part of Insight Global's Finance team, the Financial Analyst will provide proactive financial analysis, updates on performance, and assistance in decision making by utilizing analytical methods and partnering with business leaders. This is a high visibility role with direct exposure to divisional leadership and corporate executives. Successful candidates will be self-starters that focus on quality results while seeking to understand and improve the processes and tools that impact their day-to-day duties. The ability to function independently and prioritize and pivot between tasks is critical. Responsibilities Build monthly forecasts and support annual budgeting through an inclusive process with functional management teams Work closely with accounting and functional management teams to ensure proper financial reporting Create detailed variance analysis; forecast to budget, forecast to actual, and budget to actual Partner with sales and analytics leadership to ensure accurate KPI reporting. Analyze financial performance of divisions and provide updates to leadership along with insights and recommendations on areas for improvement. Contribute to Monthly Business Review processes. Monitor industry news to gain insights into competitive trends. Present complex information and insights to leadership. Other duties as assigned. Minimum Requirements: Bachelor's degree in Finance, Accounting, or related field A minimum of 2-5 years of experience in a FP&A or detailed financial modeling role Analytical mindset with a proactive approach to problem-solving, demonstrated through a track record of data-driven decision-making. Comfort with sourcing data from a data warehouse via SQL Server or Tableau interfaces Advanced knowledge of Excel required Advanced knowledge of Power BI or Tableau a plus

Advanced Analyst - Defense & Aerospace Sector Salary: $135,000 - $150,000 Clearance: Active Secret Clearance required An opportunity has opened for an Advanced Analyst to support a high-profile Missile Defense Agency (MDA) program. This role is part of a critical Test Business Operations team, ensuring accurate financial tracking and analysis of missile defense test events. The selected candidate will be responsible for managing and enhancing MDA's Test Requirements and Events Actuals Database (TREAD) to integrate and report financial requirements and expenditures. Key Responsibilities: Maintain and operate TREAD, ensuring a central, traceable repository for flight test cost data. Collaborate with MDA business, cost, and contracting teams to gather and verify financial data. Utilize advanced data analytics tools to enhance database functionality and reporting. Assist in developing financial models to compare projected vs. actual costs for test planning. Generate reports and financial summaries for executive leadership and budget planning. Provide support for database development and integration with other test planning tools. Offer training and troubleshooting assistance for database users. Required Skills & Experience: Extensive experience in business and financial management of complex government programs. Strong background in handling large-scale databases and financial systems. Understanding of the DoD Planning, Programming, Budgeting, and Execution (PPBE) process. Ability to work across cross-functional teams to enhance financial databases and tracking systems. Proficiency in Microsoft Power BI (highly desired). Experience with Defense Agencies Initiative (DAI) System and Agile development methodology. Strong communication skills (written and verbal), with the ability to interface with multiple organizations. Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel). Education & Experience: Master's degree (MA/MS) in a relevant field with 10+ years of experience, OR Bachelor's degree (BA/BS) + 15 years of relevant experience. This is an excellent opportunity for an experienced analyst with a background in government financial management, database systems, and defense industry operations. Interested candidates must have an active Secret Clearance. Apply today to join a dynamic team shaping the future of missile defense operations.

Hybrid - in office 4 days a week. Vinings area. As a Senior Financial Analyst - Business Partnering, you will be a key strategic partner to cross-functional teams, providing financial insights and data-driven recommendations to drive business decisions. You will analyse financial performance, support scenario planning, and help optimize business operations. This role requires strong analytical skills, financial modelling expertise, and the ability to translate complex data into actionable insights for business leaders. ESSENTIAL JOB FUNCTIONS: Business Partnering: Collaborate with sales, operations, and other business units to provide financial guidance, support decision-making, and drive performance improvements. Financial Analysis & Modeling: Conduct in-depth financial analysis, including variance analysis, forecasting, scenario modeling, and profitability assessments. KPI Development & Reporting: Design and track key performance indicators (KPIs), ensuring alignment with business objectives and proactively identifying risks and opportunities. Budgeting & Forecasting: Support annual and monthly/quarterly forecasting processes, ensuring accuracy and alignment with strategic goals. Market & Competitive Analysis: Provide insights on market trends, industry benchmarks, and competitive positioning to influence business strategy. Data-Driven Insights: Leverage Power BI, Excel, and other analytics tools to automate reporting, develop dashboards, and provide real-time insights to stakeholders. Process Improvement: Identify and implement process efficiencies in financial reporting, planning, and analysis to improve accuracy and speed. REQUIRED KNOWLEDGE, SKILLS, ABILITIES Strong understanding of financial principles, including budgeting, forecasting, variance analysis, and profitability modeling. Familiarity with enterprise financial systems (SAP, Oracle, EPM, or similar) and database management. Knowledge of key business performance metrics (KPIs) and operational drivers. Ability to develop complex financial models and perform scenario analysis. Proficiency in Power BI, Tableau, or similar tools to create dashboards and reports. Strong skills in pivot tables, advanced formulas, macros, and automation. Strong critical-thinking skills to analyze business performance and identify opportunities. Ability to translate complex financial and operational data into clear, actionable insights for business leaders. Experience in streamlining reporting processes and implementing automation solutions. REQUIRED WORK EXPERIENCE 5-7 years of experience in financial analysis, business partnering, or related roles. Strong proficiency in Excel (financial modelling, pivot tables, advanced formulas). Experience with Power BI, Tableau, or other BI tools is a plus. Familiarity with ERP systems (SAP, Oracle, or similar). Excellent communication and storytelling skills to present insights to non-financial stakeholders. Strong problem-solving and critical-thinking abilities. Ability to work independently in a fast-paced, dynamic environment. REQUIRED EDUCATION, CERTIFICATIONS, TRAINING Bachelor's degree in Finance, Accounting, Economics, or a related field;