Finance/Office Manager Jobs Near Me

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.

This role involves supporting the daily operations of a busy private wealth advisory practice located in Gahanna, OH. The Office manager will manage and organize office workflow and provide a range of administrative and client service functions. The candidate must uphold high standards of business and professional ethics and strictly adhere to legal and regulatory guidelines. Salary: $45,000-$55,000 plus bonus and benefits. Location: Gahanna, OH Working Hours: Full-time, 8:00 AM - 5:00 PM, Monday - Friday Office Requirement: The position requires physical presence in the office 5 days a week. Qualifications: An Associate degree or higher from an accredited institution, or 2+ years of relevant experience, or a combination of education and experience. Excellent client service and interpersonal skills to handle sensitive and confidential situations. Strong organizational skills with the ability to prioritize a diverse workload, multitask, and take initiative. A strong work ethic, team-oriented attitude, and a high degree of professionalism. Proficiency in Microsoft Excel, Word, and Outlook. Committed to compliance and regulatory standards set by the practice and overarching financial guidelines. Position Responsibilities: Manage all incoming calls, assist clients directly or transfer calls and take messages as necessary. Prepare the lobby area each morning and secure it each evening. Welcome and direct visitors to the appropriate areas or personnel. Handle all incoming mail daily, including checks, in line with compliance standards. Coordinate and confirm advisors' schedules, including client meetings and other events. Maintain office supplies and oversee equipment maintenance. Respond to client inquiries and provide information as permissible concerning their accounts. Support new business processes, including document preparation, obtaining necessary signatures, application processing, and form auditing. Process and audit checks to ensure proper application. Scan and file company and client documents as per compliance standards. Perform varied administrative duties as needed across different business areas. Occasionally run errands outside of the office. Keep supervisors informed of any significant issues. Support practice compliance and maintain a thorough understanding of all compliance regulations. Perform additional duties as assigned. Regular attendance and punctuality are crucial, adhering strictly to the attendance policy.

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.

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

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.

💰 Pay Range: $130,000 - $150,000 This role offers a hybrid work schedule, allowing flexibility while maintaining strong team collaboration. The ideal candidate will have experience with JD Edwards and a strong background in accounting, financial reporting, and compliance. Key Responsibilities Oversee daily accounting operations, ensuring compliance with GAAP and internal policies. Manage month-end and year-end close processes, including reconciliations and financial statement preparation. Maintain and optimize accounting systems, with a strong focus on JD Edwards. Prepare and review financial reports, budgets, and forecasts to support strategic decision-making. Ensure compliance with tax regulations, audits, and internal controls. Supervise and mentor accounting staff, fostering a high-performance culture. Collaborate cross-functionally with finance, operations, and leadership teams. Qualifications Bachelor's degree in Accounting, Finance, or related field (CPA preferred). 5+ years of accounting experience, with at least 2 years in a leadership role. Strong proficiency in JD Edwards and Microsoft Excel. Knowledge of GAAP, financial reporting, and internal controls. Excellent analytical, organizational, and communication skills. Perks & Benefits Competitive salary ($130,000 - $150,000) Hybrid work schedule (flexibility to work remotely & in-office) Comprehensive health, dental, and vision benefits 401(k) with company match Professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Vaco Boston has partnered with an up-and-coming CPA firm to hire a Tax Manager to their growing team! The Tax Manager will be responsible for managing multiple accounts and providing high-quality client support in tax strategy, support, and preparation. This is an extremely attractive position for someone to get on board at the ground level and be a part of exciting company and personal growth. This position is 100% remote-based, with a growing company that offers excellent leadership and growth opportunities. Responsibilities: Work with clients to advise on tax strategy, provide tax support and preparations. Review complex tax returns for accuracy Provide suggestions on proactive tax strategies Work with smaller companies as a tax consultant Qualifications: 8+ years' experience in tax Bachelor's Degree EA or CPA Excellent communication skills Self-motivated Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $130000-150000. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Katz, Nannis + Solomon is seeking a Tax Manager focused on Corporation & Partnership tax to join its thriving and well-established practice. This position requires a high-energy, motivated, and seasoned tax professional with strong interpersonal and management skills. The right candidate will have deep experience with partnership law and items such as 704(b), 754, complex partner waterfalls, etc. Our growing practice provides tremendous career opportunities in a fast-paced team oriented environment. We are committed to work and life balance, and offer an extremely competitive compensation package. Responsibilities Review partnership/corporate returns. Read & understand partnership agreements to determine and calculate allocations, shareholder basis, etc. Perform research and draft memoranda on applicable tax issues. Train and supervise staff, review and evaluate their work. Make suggestions to help improve efficiencies, within department and on engagements. Build new and existing client relationships and demonstrate interest and knowledge of client's business. Qualifications Minimum 5 years solid experience in Partnership tax. Thorough understanding of complex technical issues. Deep experience with partnership law and items such as 704(b), 754, complex partner waterfalls, calculations of partner/shareholder basis and at-risk. Working knowledge of how the above partnership issues impact the individual's personal tax return. Superb communication skills (written and verbal) and ability to explain tax issues to owners of the Entities BS and/or Masters in Taxation, Must be a CPA Outstanding leadership, mentoring, and interpersonal skills nurturing client and staff relationships. Excellent analytical, organizational, and written and verbal communication skills. Ability to multi-task in a fast-paced, deadline driven environment. Able to problem-solve and think both creatively and logically. Strong tax research skills. Experience with profx tax and engagement a plus. *100% REMOTE OPPORTUNITIES as well

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

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

Wallick Communities, an employee-owned company, gives low-income families and senior citizens a place called “home” - thanks to five decades of experience in developing, building, managing, and overseeing affordable multi-family housing and assisted-living communities across the mid-west. • 55 years serving our communities • 20,000+ residents call our community's home • 5 states and growing • Employee owned with 1000+ associates Wallick Mission : Opening doors to homes, opportunity, and hope. Wallick Values : Our Values flow directly from our Mission and set the expectation for how all associates work together. These values are: • Care • Character • Collaboration Wallick's employee stock ownership plan (ESOP) allows you to be a shareholder and benefit from our company's profitability. As an employee-owner, you can enjoy a valuable source of retirement income and feel more invested in our mission. Join us and become a partner in creating thriving communities. The work - How you will contribute : In accordance with the Wallick Mission and Values, act as the Owners' representative to ensure the asset is meeting the financial and compliance commitments, monitoring the long-term viability, and creating value through strategic decisions. This role will manage around 30 properties, ensuring the asset is sustainable over time. Essential Functions and Responsibilities: •Review and approve annual strategic, operation and financial plans and budgets for the portfolio with Affordable Housing Operations. Review and approve audit reports and tax returns for assigned portfolio which includes a combination of subsidized and tax credit properties • Understand partnership documents and loan documents as they relate to all aspects of the asset • Calculate annual cash flow distributions for the Wallick owned portfolio • Meet regularly with Affordable Housing Operations to discuss operating results, variances to budget and strategize on opportunities for property performance improvement • Analyze business operations, trends, expenses, revenue, and financial commitments to project future revenue and expenses • Create plans, set goals, and measure results for troubled assets About You: You have a bachelors degree in finance or a related field, and 3 or more years of experience in an asset management or similar role within the multi-family real estate industry. • An intermediate understanding of accounting and finance is required. • A basic knowledge of applicable laws and regulations governing public housing is a plus. • Should be familiar with some type of automated accounting software, in addition to Microsoft Office software. • Must possess the ability to read and analyze financial reports and other accounting data. • Must be able to respond to inquiries from assigned properties and co-workers. • Must possess the ability to effectively present information to management. • Must possess the ability to apply advanced mathematical concepts and operations to tasks. • Make complex decisions requiring some judgment. • Decisions may affect internal departments and/or assigned properties. Benefits: Employee Stock Ownership Plan Pay on demand (access your money as you earn it) Up to 8 weeks of Paid Parental Leave Paid time off, Holiday pay, and Gift of Time Health, Dental and Vision insurance effective within 2 weeks Gym membership or Fitness equipment reimbursement Company paid life and long-term disability insurance Voluntary life, short-term disability, accident, critical illness, and hospital indemnity coverage 401(k) with a 3.5% company match Tuition reimbursement Pet insurance Working at Wallick Communities: Diversity, equity, inclusion, plus belonging. Four impactful words. One powerful and transformative journey. Here at Wallick, we know that when we invest in the equity of each group, all groups benefit. It's not about one person, one idea, nor any one action. It's about what we can accomplish together. Join us and work towards creating an inclusive and diverse workforce experience at Wallick. We are an equal opportunity employer. Candidates must successfully pass a pre-employment drug screen and background check.

*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

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff. Essential Functions To be a successful manager, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare and review complex federal and state tax returns Tax research and memorandums Perform services relating to financial statement compilation Document and ensure proper keeping of financial records and workpapers Teach and/or participate in continuing education in the firm and in the community Responsible for communication with client on an ongoing basis Responsible for workflow report Respond and communicate with Internal Revenue Service Timely filing of all assigned clients Participate and initiate business development Leadership in firm and departmental initiatives and administration of the department Benefits PTO Medical, Vision, Dental 401K Contributions Paid Family Leave Free Covered Parking Gym on property Wellness Program Individual Coaching & Buddy Program Supervisory Responsibilities Supervision and management of staff and projects. Required Qualifications Bachelor's in Accounting 3+ years of work experience, with at least 1 year experience as a manager Certified Public Accountant Extensive knowledge of federal and state tax returns Current and valid driver's license Ability to establish priorities and perform work in a timely manner Effective oral and written communication skills Proficient in Microsoft Office products (Word, Excel, Outlook) Proficient in all department specific software Preferred Qualifications Masters degree in Accounting or Tax Position Type This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30 a.m. to 4:00 p.m. Overtime and weekend hours will be required during peak busy seasons. Work Environment This job operates in an office setting with the potential for remote work in accordance with the company's telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Additional hours as needed to meet client expectations and deadlines. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

My client is seeking a motivated and diligent Asset Manager to join their team. We are looking for a well-rounded individual with a strong work ethic and the ability to dive into various tasks. This is an excellent opportunity for someone who is eager to grow and develop their skills in a dynamic environment. This role is fully remote or can sit in Houston! Responsibilities: Manage and optimize asset portfolios with a focus on power markets. (ERCOT / CAISO) Conduct basic data analysis using Python to support asset management decisions. Handle administrative and operational tasks, including registering the company with relevant ISO standards and managing tax filings. Research and execute various ad hoc tasks as needed. Ensure compliance with industry regulations and company policies. Collaborate with cross-functional teams to achieve organizational goals. Qualifications: Bachelor's degree in Finance, Business Administration, Data Science, or a related field. Basic proficiency in Python for data analysis. Strong understanding of power markets and asset management. Excellent organizational and administrative skills. High attention to detail and diligence in task execution. Ability to research and solve complex problems independently. Strong communication and interpersonal skills. A proactive and hungry attitude, with a willingness to learn and take on new challenges.

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

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.

Southeast Ohio Classical Academy (SOCA) is a classical charter school in Logan, Ohio. SOCA is a Hillsdale K-12 Member School through the Barney Charter School Initiative. SOCA will serve students in kindergarten through seventh grade for the 2025-2026 school year and will grow to grades K-12 by adding one additional grade level each year. SOCA is hiring faculty and staff members who will embody and execute the mission of Southeast Ohio Classical Academy: To train the minds and cultivate the hearts of young men and women in moral character and civic virtue from a classical curriculum in the liberal arts and sciences. Each staff and faculty member at Southeast Ohio Classical Academy is respected as a professional of the learning community. Staff and faculty are expected to live as role models for the students who have been entrusted to our team for formative instruction and care. The Business Manager is a member of the front office team who is responsible for the necessary business operations of the school. Primary duties and responsibilities include: Managing the school's budget, record keeping process, and inventory of resources. Maintaining employee records and producing necessary reports for operational efficiency and to ensure compliance with federal, state, and local requirements. Tracks and reports employee time off and hourly payroll. Oversees scheduling and communication with bus garages for transportation. Communicates bus transportation information with families including information regarding school delays and closures. Overseeing technology and security equipment to ensure that facilities are well-maintained for students and faculty. Assisting the Principal with other responsibilities as needed. Required characteristics and tasks of the Business Manager: Excellent computer skills. Excellent communication skills, both written and verbal. A high moral character that models the Core Virtues of SOCA. A commitment to the American classical model of education. A love of learning for its own sake. Desirable qualifications and characteristics of the Business Manager: An entrepreneurial mindset and attitude. Is willing to proactively problem solve to independently create solutions to challenges. Proactively seeks out opportunities to collaborate with experts and outside resources and to educate themselves on issues that pose obstacles to the performance of the school. Driven to achieve excellence. An individual who is not satisfied with the status quo. Possesses a “See a problem, fix a problem” mindset. Bachelor's degree or higher. Education and/ or experience in business, accounting, operations management, or project management. Salary and Benefits: Competitive salary commensurate with experience and expertise Benefits including health, dental, and vision insurance, and state retirement program If interested in being considered for the Business Manager position, send the following information to **********************: Resume Cover Letter Applicants will be considered as they are received. The position will remain open until filled.

District Credit Manager Primary Function: Risk Management Territory: Midwest Reports To: Chief Financial Officer The District Credit Manager will be responsible for Managing a portfolio of existing and new customers within our Midwest Region focusing on credit risk management. This role involves close collaboration with the CFO to provide timely and accurate information, ensuring effective credit risk management and safeguarding the company's financial health. The District Credit Manager will also stay informed about the latest developments in the agricultural business, monitor market intelligence, and share relevant information to support well-informed business decisions. Key Responsibilities: Communicate with Account Managers on credit limit increase needs based on new business, seasonal changes, economic challenges. Maintain a calendar of manufacturer and CNI sales programs and initiatives to anticipate credit limit pressure timing. Report any account quality deficiency identified in credit analysis or collection effort in the Midwest to CFO. Provide support to the CFO in presenting and communicating annual prepay programs to Sales team in the Midwest. Develop relationships with account managers and customers by regular collaboration and visits to the field. Collaborate with Customer Service to address and resolve credit hold issues and engage DOC where credit review & approval required. Building and maintaining relationships with key clients, negotiating credit terms, and resolving credit-related issues. Required Skills & Qualifications: In-depth understanding of credit risk management, financial analysis, and credit policies. Strong leadership skills, with experience managing teams. Excellent analytical, negotiation, and problem-solving abilities. Strong organizational skills, with the ability to manage multiple priorities. Knowledge of credit management software and financial reporting tools. Bachelor's degree in finance, accounting, or a related field, with certifications (such as CPA, CFA, or CCE) being a plus. Ability to self-motivate in a remote position without daily oversight. About CNI CNI is a wholesale distributor of agricultural crop protection products that services independent ag retailers nationwide. Company headquarters located in Leesburg, GA.

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Position Summary: We are seeking a highly motivated and results-oriented Institutional Municipal Fixed Income Salesperson to join our growing team. The ideal candidate will have a proven track record of success in selling municipal bonds to institutional investors. This role offers a competitive commission-based compensation package, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. Note: National Remote Work Considered Responsibilities: Develop and maintain relationships with institutional clients, including pension funds, insurance companies, and investment advisors. Proactively identify and pursue new business opportunities. Provide clients with timely and accurate market information and investment recommendations. Execute trades and manage client portfolios. Stay abreast of market trends and regulations impacting the municipal bond market. Qualifications: Bachelor's degree in Finance, Economics, or a related field. 10+ years of proven experience in institutional municipal bond sales. Strong understanding of fixed income markets and investment strategies. Excellent communication, interpersonal, and presentation skills. Series 7 and 63 licenses required. Self-starter with a strong work ethic and ability to work independently. Portable existing relationships with institutional investors are a requirement. Compensation: Draw + Commissions only San Blas Securities is an Equal Opportunity Employer