Treasury Analyst Work From Home jobs

Our client, a well known and respected investment management company is looking for an Senior Financial Reporting Analyst to join their SF team. This would be a hybrid position with Monday-Wednesday in office and Thursday and Friday work from home. In this role you will be reporting directly to the Senior Accounting Manager and play a key role in preparing and analyzing financial statements, ensuring compliance with regulatory requirements, and supporting the financial strategy of the family office. An ideal candidate for this role has experience with Microsoft Power BI, technical skills and embodies the values of respect, compassion, integrity, loyalty, and hard work. This is an amazing opportunity to work within a sophisticated single-family office environment that supports a diverse and complex financial structure. **Please note this is a temp-to-hire EXEMPT position. Pay will be 135-145K + Bonus** Responsibilities: Preparation of monthly, quarterly, and annual financial reports for internal and external stakeholders, including: Cash Flow Statements - By Entity & Aggregated Cash Flow Projections & Budgets Cash Planning & Analysis Fair Market Value Reporting Assist in the development of financial models and forecasts to inform cash planning and management strategies. Conduct detailed financial analysis to help identify trends, variances, and opportunities for improvement. Provide insights and recommendations based on financial data to support strategic decision-making Identify and recommend process improvements to enhance efficiency and accuracy in financial reporting and analysis. Preparation of other ad hoc reports, schedules, analysis, and projects Qualifications: 5+ years of professional experience in public or private accounting, with a focus on financial statement preparation and analysis. Bachelor's degree in Accounting or Finance; MS in Accounting or CPA considered a plus. Experience with financial systems and reporting tools, particularly Microsoft Power BI, is highly desirable. Proficiency in financial analysis, modeling, and forecasting Excellent analytical, problem-solving, and communication skills (verbal and written). Strong organization and time management skills Must be able to effectively prioritize multiple projects and plan individual work assignments accordingly. Must be proficient and able to regularly use the following equipment and software packages: Microsoft Office (strong emphasis on Excel, Word, Outlook, and Teams); experience with Microsoft Business Central (accounting software) and Microsoft Power BI is highly desired. Must work positively and flexibly with others in group situations, maintaining an open and helpful attitude in all situations. Must thrive in a collaborative, open, boutique investment office model where everyone is responsible for their respective tasks and getting things done is the standard. Must show strong emotional intelligence, determination, and good business judgement. Must be punctual, reliable, responsible, and committed. Responds promptly to phone and email messages, meeting job responsibilities and assigned tasks. Must work ethically, with integrity, and in accordance with the values of the family. Must take responsibility for own actions and keep commitments. You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance

Are you a strategic thinker with a passion for financial analysis and business decision-making? Our client, a prestigious industry leader in the Philadelphia suburbs, is seeking a Senior Financial Analyst to support senior leadership with financial modeling, planning, and performance evaluation. What You'll Do: Partner with senior leadership to develop financial analyses and models that drive business decisions. Evaluate strategic initiatives, capital investments, new products, and client pricing using cost-benefit and cash flow analyses. Conduct profitability analysis and allocate revenue/expenses using activity-based costing methods. Play a key role in the annual planning process and quarterly forecasts, ensuring accuracy and transparency in financial reporting. Develop financial and non-financial performance measures for business evaluation and control. Prepare and present financial reports to senior leadership to support decision-making. What We're Looking For: Bachelor's degree in Finance, Accounting, or a related field; CPA, CMA, or graduate degree preferred. At least 5 years of experience in FP&A or a related financial role. Strong analytical skills with experience in financial modeling and strategic analysis. Proficiency in Microsoft Excel and Word; experience with Oracle Cloud, Hyperion Essbase, or PeopleSoft Financials is a plus. Excellent communication and problem-solving skills. Ability to work independently and collaborate effectively with leadership teams.

Our client is an innovative start-up company that provides EV charging solutions. They are dedicated to accelerating the transition to sustainable energy by offering cutting-edge charging infrastructure and services. Their mission is to make EV charging accessible, reliable, and efficient for everyone. They are seeking a highly motivated Senior Financial Analyst with 3-4 years of experience to join their finance team. The ideal candidate will have a background in investment banking or financial due diligence and possess strong financial modeling skills. This role will involve analyzing financial data, preparing reports, and supporting strategic decision-making processes. Key Responsibilities: Conduct financial analysis and modeling to support business planning and decision-making. Prepare detailed financial reports, forecasts, and budgets. Analyze financial performance and identify trends, variances, and opportunities for improvement. Assist in the evaluation of investment opportunities and financial due diligence. Collaborate with cross-functional teams to provide financial insights and recommendations. Support the preparation of presentations for senior management and stakeholders. Monitor industry trends and competitive landscape to inform strategic initiatives. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-4 years of experience in investment banking, financial due diligence, or a similar role. Strong financial modeling and analytical skills. Proficiency in Microsoft Excel and financial analysis software. Excellent communication and presentation skills. Ability to work independently and as part of a team. Detail-oriented with strong organizational skills. Passion for sustainable energy and electric vehicles is a plus. Desired Skills and Experience Financial Modeling M&A Financial Due Diligence

Our client is seeking a Senior Financial Analyst or a Financial Analyst for a 100% remote role (must be in Pacific or Mountain time zone). This is a large, growing company. Management consulting, investment banking, or multi-unit experience is preferred. Responsibilities: Annual budget and monthly forecast preparation Support business owner and leaders with model building and analysis Analysis of month end variances, trends, and key drivers Implement process improvement increasing efficiency and effectiveness Ad-hoc analysis or other special projects Provide analysis to support company strategies Qualifications: Strong FP&A and financial modeling experience Excellent communication skills Partner cross-functionally Problem solve Ability to work in a fast paced environment Excellent Excel skills Strong business acumen Salary $120k to $160k plus benefits

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Compensation and Benefits Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”) after obtaining required licenses and registrations and also have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways: You can decide to receive full commission plus bonus (30% bonus as a % of eligible paid first-year commissions) or an annual base salary of $24,000 with reduced commission. Commissions in both scenarios are calculated in accordance with the Company's commission schedules. The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional. As a 20th Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 7061481.1(9/24)(Exp.9/26)

Under the direction of the Director of Financial Planning and Analysis, the Grants and Sponsored Projects Financial Analyst will contribute to the support of breast and colorectal cancer research and the management of clinical trials by overseeing the financial pre- and post-award grant processes and gathering, compiling, analyzing and reporting of sponsored project financial information throughout the grant life cycle from proposal to closure. ESSENTIAL FUNCTIONS 40% OF TIME Pre- and Post-Award Grant Processes · Works with the Grants & Sponsored Projects Specialist to develop budgets and budget justifications for grant applications. · Maintains expense tracking files to monitor spending against the grant budget and update forecast projections. · Leads the annual progress report budget creation and financial reporting submission processes. 40% OF TIME Financial Planning & Analysis · Extracts financial data from various accounting and information systems to prepare complex federal and state grant projections and forecasts along with subsequent financial analysis and narrative analysis for management reviews and meetings. · Researches, interprets, and monitors relevant regulations, guidelines, and contract language to ensure accurate financial reporting and compliance of all grant expenditures from industrial, federal, state, and private sources. · Performs simple to complex analysis on budget performance, investigates variances, provides justification, and communicates to leadership as requested. · Prepares annual account closing reports by resolving outstanding charges against accounts and ensuring all charges are appropriate. 20% OF TIME Financial Management and Compliance · Reviews financial terms and conditions of NOAs (notice of grant awards) and/or industry agreements that have been awarded to NRG and/or NSABP Principal Investigators. · Ensures proper financial management of all sponsored awards by ensuring the integrity that all financial transactions agree with GAAP, Uniform Guidance, NIH Grants Policy Statements, CAS, and organizational policies. · Ensure all submitted grants and contracts are in compliance with the organization and/or agency regulations and restrictions. · Ensure that expenditures for budgeted grants and subawards are monitored and that reports are prepared to maintain accurate projections · Keep current on laws and regulations that apply in order to maintain up-to-date compliance with all sponsored accounts. OTHER RESPONSIBILITIES · Maintains professional knowledge by reviewing professional publications, attending professional meetings, and establishing personal networks. Able to travel to offsite meetings as required. · Understands and adheres to the policies, procedures, regulations, and practices necessary to conduct the normal function of this position. · Maintains confidentiality and performs duties in a responsible and ethical manner. · Performs additional duties as may be assigned. EXPERIENCE/SKILLS · Minimum Bachelor's degree in Finance, Accounting, or related field. · Three to five years of Finance or Accounting experience; Knowledge of grant funding policies and procedures. · Ability to analyze budgetary line items for compliance with budget guidelines. · PC proficiency in Microsoft Office Applications. · Strong attention to detail with high level of accuracy. · Ability to both lead and participate as a team member, and work independently within established guidelines. · Ability to manage multiple projects and to meet tight deadlines. · Ability to effectively communicate with co-workers and external collaborators. This position is located in Pittsburgh, PA. We offer a hybrid work schedule of 3 days in the office (Monday, Tuesday and Thursday) and 2 days remote work (Wednesday and Friday) per week. The NSABP Foundation, Inc. is an Equal Employment Opportunity and Affirmative Action Employer committed to the value of workforce diversity. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, national origin, physical or mental disability, protected veterans, genetic information, and sexual orientation.

THOR Wealth Management, Inc. is a Cincinnati-based firm looking to add a Wealth Advisor to our team. If you are experienced in financial planning plus want to cultivate and grow client relationships in a way that will truly make an impact, then we would like to speak with you. Ideal candidates will need to work well in a team environment, display a willingness to learn, have exemplary organizational skills and use polished communication with clients and colleagues. If you are interested in learning more about this opportunity, please submit a cover letter and resume to ******************. Responsibilities -Manage client relationships and provide comprehensive wealth service -Become proficient in internal processes and software -Stay up to date on personal finance, planning and tax items Qualifications -2-5yrs experience in financial planning, wealth management, finance, or accounting -CFP professional or on path to CFP certification -Excellent organizational & communication skills -High attention to detail -Strong willingness to learn -Team player -Self motivated Software/Technology: -Salesforce -Right Capital -Holistiplan Company Information: Registered Investment Advisory firm with over $550M in assets under management providing exceptional financial advice in the areas of investment management, financial, tax and estate planning to our clients. While THOR works with a wide range of clients, a large focus today is on the emerging wealth and pre-retiree client demographic. These are clients that we can provide many services to and grow with throughout their lives. At THOR: Work-life balance, casual Fridays, half-day Fridays during the summer, opportunities to work from home, 100% employee owned and looking to hire future partners

SNI Financial is partnered with a Fortune 500 technology company that is looking to hire a Senior Financial Analyst to join their team. The company's headquarters is in Chicago, Illinois and offers plenty of room for professional advancement. You will report to the Finance Manager and advise business partners on financial decisions, build financial models, and work on ad-hoc projects. Responsibilities: Partner with business leaders and provide strategic financial input for new product development strategies Lead forecasting for sales and operations by collaborating with other departments Identify financial risks and opportunities for new product development by partnering with product and supply chain leadership departments; provide recommendations as needed Report on product performance by comparing historical data and forecast results to variances; provide necessary recommendations and reflect those changes in forecasts Collaborate with other teams to support new business initiatives Support long range planning forecasts related to product revenue and margins Develop SaaS metrics reporting model Identify areas of process improvements Own specific ad-hoc strategic analysis projects Additional Skills: 5+ years of experience Bachelor's degree in finance or accounting Proficiency in building financial models and manipulating data Experience with making strategic recommendations Exceptional problem-solving skills Professional communication skills Ability to travel to the Chicago office 3-4x per year

Our Client, a well known Financial is seeking a fully remote BSA Risk Analyst! Responsibilities: Review client records, confirm KYC data, gather and analyze documentation per regulatory and bank policy requirements. Assess KYC onboarding documentation and risk, collaborating with Business and Compliance/AML teams. Complete high-quality KYC due diligence reviews in a timely manner. Ensure accuracy and completeness of all KYC information. Coordinate with BSA Risk Manager and branch personnel to fulfill KYC requirements. Identify client risk and escalate red flags and potential operational issues. Analyze customer risk scoring tool output to identify high-risk customers for enhanced due diligence (EDD). Conduct 90-day EDD reviews on new high-risk customers and recommend ongoing monitoring if needed. Review and resolve CDD/EDD alerts and perform transactional analysis for high-risk customers. Provide risk-based recommendations through comprehensive written reports and analysis. Maintain knowledge of money laundering typologies and BSA/AML, CDD, EDD, and OFAC compliance requirements. Participate in training and stay updated on regulatory changes and industry trends. Support additional assignments and investigations as directed by management. Requiurements: Strong understanding of BSA/AML-CDD/EDD regulatory requirements. Analytical and problem-solving skills with sound judgment in assessing suspicious activity. Excellent written and verbal communication skills for report preparation and collaboration. Strong organizational and multitasking abilities in a fast-paced environment. Proficiency in MS Office and specialized BSA/AML software. Bachelor's degree or equivalent work experience. 3-5 years of banking experience, with 1-2 years in BSA/AML, Compliance, or Audit. CAMS certification preferred.

Senior FP&A Analyst - Hybrid (Wall, NJ) - $80-100K A growing company in the Technology & Services sector is seeking a Senior FP&A Analyst to serve as a key member of the finance team. This role will be responsible for driving financial insights, supporting strategic decision-making, and ensuring accurate, timely financial reporting. The ideal candidate will have a strong analytical mindset, experience with Workday Adaptive Planning, and a passion for improving financial processes. Key Responsibilities: Develop and maintain rolling forecasts for sales, revenue, profitability, and other key metrics using data from multiple sources. Analyze financial performance and provide insights that influence company strategy and operational improvements. Enhance and optimize financial planning tools (Workday Adaptive Planning), increasing efficiency and automation. Conduct pro forma financial analysis, customer profitability reviews, and variance analysis to improve business outcomes. Partner with cross-functional teams to align financial forecasts with business objectives. Prepare reports and presentations that clearly communicate financial trends and recommendations to senior management. Identify and implement enhancements to forecasting, reporting, and financial planning processes. Skills & Qualifications: 3+ years of experience in FP&A, financial analysis, or accounting. Proficiency with Workday Adaptive Planning. Strong financial modeling, reporting, and data analysis capabilities. Advanced skills in Microsoft Excel and familiarity with financial reporting tools. Ability to interpret complex financial data and provide clear insights for decision-making. Strong problem-solving skills and a proactive approach to process improvement. Excellent communication and collaboration skills, with the ability to work effectively across departments. Why Join? Competitive salary and benefits package. Remote work flexibility (hybrid 3x/week). Opportunity to work in a fast-paced, growing organization with a focus on innovation. Direct impact on financial strategy and company growth.

A Quantum Search Partners client (a world-leading audiobook publisher owned by prominent private equity firms and experiencing significant growth through organic expansion and acquisitions) is seeking a motivated Senior Financial Analyst/Manager to join their team. The ideal candidate will support strategic growth goals by preparing detailed financial reporting packages, collaborating with the CFO and Head of FP&A, and delivering actionable insights to global business leaders and PE sponsors. This position requires a strong analytical mindset, proficiency in financial modeling, and the ability to synthesize data for strategic decision-making. Responsibilities Lead budgeting, forecasting, and long-term planning processes in partnership with the Head of FP&A. Develop financial models, revenue projections, and cash flow analyses. Collaborate with operating unit managers to prepare monthly analytics and performance reviews. Conduct variance analysis and recommend strategies for exceeding performance targets. Create Board presentations and deliver financial insights to PE sponsors and leadership. Participate in cross-functional projects, including M&A and treasury analyses. Support implementation of new budgeting and reporting tools. Required Qualifications Bachelor's degree in Finance, Accounting, or a related field; MBA preferred. 4+ years of FP&A experience, with a strong foundation in Excel and PowerPoint. Experience in investment banking or consulting is highly desirable. Skilled in data manipulation and detail-oriented analysis. Experience with NetSuite is a plus. Strong communication and collaboration skills, with the ability to present complex data effectively. This is a full-time role based in Landover, MD, with an opportunity to work remotely three days per week.

Saltchuk is adding a Sr. Financial Analyst / Manager to the Corporate Development Team to partner across multiple functions and business units to drive efficient allocation of capital and support the evaluation & execution of organic and inorganic growth initiatives. Responsibilities in this highly visible role will include owning the long-term capital process, developing business cases for major capital requests, and directly supporting the analysis, diligence and execution of M&A, divestitures, investments, joint ventures and other strategic growth opportunities. In addition, responsibilities will include routine capital reporting, portfolio company monitoring, financial analysis, valuation & modeling, company & market research, business case write-ups, and ad-hoc projects for operating companies. The ideal candidate will have experience building three statement financial models, evaluating investment opportunities, and distilling complex topics into simple & effective presentations. This person will enjoy interacting with a wide range of stakeholders across job functions, possess a strong quantitative skillset, and will thrive in ambiguous situations. SALTCHUK OVERVIEW Saltchuk is a family-owned, diversified transportation and distribution company headquartered in Seattle. With consolidated revenue of over $6 billion and ~8,500 employees, Saltchuk is the largest privately held business in Washington. Saltchuk-owned companies provide air cargo, domestic shipping and logistics, international shipping and logistics, marine services, and petroleum distribution services. We believe in - and champion - the inherent value of our companies' individual brands. The corporate home office provides leadership and resources to our companies, but not direct management of their operations. Although Saltchuk has grown considerably since its founding in 1982, the corporate home office employs more than 60 people and has retained the collegial and entrepreneurial culture of a much smaller organization. Saltchuk is a values-driven organization, committed to safety and taking care of its employees, communities and the environment. JOB RESPONSIBILITIES Supports corporate development team and broader Saltchuk organization on a variety of activities to further the overall execution of the Company's investing activities. Primary responsibility for managing the annual Long Term Capital Process (“LTCP”), monthly capital reporting, and reviewing Capital Allocation Requests (“CAR”) from our subsidiaries, including reviewing the business case, leading diligence, and collaborating with subsidiary finance teams on thoughtful investment analyses. Supports all aspects of deal execution including due diligence, financial modeling, business case development, integration and coordination of cross functional teams. Develops a deep understanding of the competitive landscape, provides intelligence on industry or company targets, and conducts in-depth industry and market research. Develops financial, economic, and operational models to guide strategic decision making Works closely with business units or operating companies on bolt-ons, value creation plans, and special projects Builds relationships across the organization, works collaboratively, and leads by example. Provides timely and accurate production of routine and ad-hoc reporting materials and other analyses for Saltchuk's leadership team and board. QUALIFICATIONS Education Undergraduate degree in business, finance, accounting or economics required MBA or finance / accounting accreditation preferred Experience and Skills 2 - 5 years of professional experience in investment banking, management consulting, private equity, corporate development or a related field. Exceptional analytical and quantitative skills, including experience in financial modeling, valuation, and financial statement analysis. Experience in financial due diligence and valuation analysis. Strong business acumen and high level of intellectual curiosity around investing. Highly proficient in application of spreadsheets, analytical, and presentation tools. Excellent written and verbal communication skills. Ability to work independently and at a fast pace with cross-functional teams as well as work collaboratively, building relationships with a variety of stakeholders. Ability to balance big picture with strong attention to detail. SALARY & BENEFITS You'll get market-competitive pay & benefits aimed at supporting you and your family: medical, dental, and vision plans, life insurance, and disability benefits. We also practice generous 401(k) company matching to help you save for your future. Salary Ranges from $100,000-$147,000 (depending on years of experience) plus a generous 20% annual bonus opportunity with upside potential. Three Weeks' Vacation/year, 9 Holidays/year, 2 Personal Holidays Days/year, and 12 Days of Sick Leave/year. Employer-subsidized Medical/Dental/Vision Plans for employees and dependents. Employer-paid Life/AD&D/Long-Term Disability insurance 401(k) Retirement Match of 4% + an additional 3% Company Discretionary Match. Work from home on Fridays for the foreseeable future. Free ORCA Transportation Card and Monthly Parking Subsidy. Generous charitable Giving Matching Program. Opportunities for Career Advancement too! Interested? Let's talk! Qualified applicants should respond by sending their resume and cover letter to: ******************** | 450 Alaskan Way S, Suite 708 | Seattle, WA 98104 Saltchuk is a family of diversified transportation and distribution companies with a vision to serve our customers by being the best in North America. We value safety, reliability, and commitment to our organization -- in a work environment where anyone would be proud for their children to work. Please see **************** Equal Opportunity Employer

As a fee-only, independent Registered Investment Advisor (RIA), Capstone provides personalized wealth management to high-net-worth clients, tailoring our services to meet each client's unique needs and circumstances. We are proud to be 100% employee-owned and believe in fostering a work environment that supports both professional and personal growth. At Capstone, you'll have the opportunity to collaborate with a dynamic, team of professionals. Our Service Teams, made up of Wealth Advisors, Financial Planners, and Client Service Specialists, work together to deliver exceptional service to our clients. About the Role: The Wealth Advisor role in the firm is typically filled by high potential members of the client service team who possess core technical, client relationship, and interpersonal skills that form the basis for the progression to the Senior Wealth Advisor role. The Wealth Advisor plays a “dual role” during their development as they provide professional support to Senior Wealth Advisors' clients, while concurrently developing and growing their own practice. Wealth Advisors also actively seek to obtain new clients by developing their strategic relationships and community networks . The Wealth Advisor with a Family Office Specialty builds on this role with a specific focus on family office clients. It expands the firm's service model, incorporating a deeper and broader scope of advice and service-related activity. The focus of this role is to provide technical, operational, and relationship management support to a select group of the firm's largest and most complex clients. Duties & Responsibilities Financial Planning Assist families in achieving financial goals and wealth management strategies Prepare and maintain financial reports, models, and documentation Support implementation of financial recommendations across planning areas Tax Compliance & Planning Assist in preparing and reviewing individual, trust, and business tax returns Monitor tax regulation changes and ensure compliance Support income and estate tax planning strategies Coordinate with tax preparers and external service providers Investment Management Oversee portfolio construction and asset allocation in line with family investment philosophy Support investment strategy selection across asset classes (stocks, bonds, real assets, etc.) Conduct due diligence on public and private market investment opportunities Legal & Estate Planning Review legal agreements related to trusts, businesses, and investments Assist in wealth transfer strategies, estate planning, and regulatory compliance Support execution of estate plans and beneficiary communications Risk Management Analyze exposure across real estate, business holdings, and personal assets Coordinate with professionals to ensure appropriate insurance coverage for property, liability, and businesses Cash Flow & Liquidity Management Ensure sufficient liquidity for daily expenses, investments, and capital needs Monitor cash flow and oversee bookkeeping and payment processing Family Governance & Succession Planning Organize and document family meetings and succession discussions Assist in managing family businesses and philanthropic goals Mentor and support second-generation family members in financial planning Administration Maintain financial records, net worth statements, and tax projections Prepare reports for family members and external partners Support operational improvements and business development strategies Required Skills and Abilities Experience in a financial advisory role, preferably in an ultra-high net worth or family office environment Must be technically proficient, critically-thinking, relationship-oriented, advocacy-minded, passionate about the service model and have excellent organizational and communication skills Ability to work collaboratively with advisory and operational team, senior management, and external professionals Education and Experience Bachelor's degree in finance or accounting suggested Must have one of the following: JD, CPA, CFP Benefits Competitive salary Bonus program Paid Time Off (national holidays, personal time, birthdays, community service activities) Flexible work options (up to 2 remote working days each week, summer hours, early holiday departures) Health/Insurance benefits (medical, dental, vision, life insurance, short- and long-term disability) Parental leave 401(k) retirement plan with company contribution Flexible spending account On-site, health club membership Reimbursement for relevant professional certifications and membership fees Recent Capstone Accolades* Crain's Chicago Business' 2024 Best Places to Work in Chicago InvestmentNews' Best Places to Work for Financial Advisors for 2024 2024 Best Places to Work in Illinois Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply. Visit us at: ************************* *Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.

ABOUT KNIGHSTSBRIDGE WEALTH MANAGEMENT Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and a 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where we'd be happy to have our own family members be full-fee-paying clients, and we achieve this by living out our core values every day. These values include always doing what's best for the client, pursuing excellence in everything, treating each other well, and continuously adapting and improving. WEALTH ADVISOR JOB DESCRIPTION We're looking for an experienced financial professional to lead new client relationships at our growing firm. Knightsbridge This position offers direct access to the investment decision-making process, an environment where innovative thinking is valued, and collaborative mentorship from a veteran advisor and our firm's founder with 30+ years' experience. We'll supply the clients. The right candidate will: · Seek to build deep, long-lasting client relationships where interests are aligned · Engage clients with the gravitas and presence necessary to lead a relationship · Discuss personal finance and investment markets in a way that breeds confidence and trust · Uphold the highest standards of professionalism, integrity, and respect · Embrace a dynamic, fast-paced environment with a problem-solving mindset · Be a self-starter and team player Responsibilities · Master and utilize the firm's array of investment solutions and tax strategies · Prepare for and conduct prospect meetings and client reviews · Design personalized and appropriate investment objectives · Build and deliver comprehensive financial and tax plans with confidence and competence · Cultivate trust in the firm's solutions and capabilities · Execute proactive client outreach and respond to client inquiries · Facilitate a seamless client onboarding process · Direct operations and account service personnel to uphold an elevated, high-quality client experience · Take on other duties, as assigned · Ability to bring in new accounts is not required, but always welcome Qualifications · Bachelor's degree; CFA, CFP, or CPA strongly preferred · 7+ years' experience in a client-facing or investment-related position · 5+ years' experience as a wealth management advisor conducting client conversations required · Experience at a large RIA ($2-10 billion AUM) preferred · Familiarity with Tamarac, Schwab, Fidelity, RightCapital, and Holistiplan preferred Benefits · $130,000-$160,000 annual salary · Annual bonuses tied to the number of client relationships independently owned · 50% match of employee 401k contribution · 100% coverage of employee's health insurance premiums · Three weeks paid vacation that increases with tenure · One firmwide work from home day per week · A fun annual company retreat

***Please Note: We are unable to accept student visas or OPT candidates*** As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time? Would you like to develop your leadership abilities? WE OFFER ☑️ REMOTE Opportunity - Work from Home or Anywhere with WiFi ☑️ FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out ☑️ NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, military, retail, restaurant, bilingual, etc.) THE IDEAL CANDIDATE: ☑️ Values Freedom and Flexibility ☑️ Excels at Working Independently and in a Team Environment ☑️ Likes Helping People ☑️ Entrepreneurial-Minded ☑️ Self-Starter and Good at Follow-Through ☑️ Has a personal interest in Personal Finance (even with little to no experience) ☑️ Coaching and Teaching Experience is always a plus ☑️ Great for Military Veterans and Dependents ☑️ Ideal applicant must be punctual, responsible, and able to schedule and keep appointments. Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. Bi-lingual a plus as we help clients from multiple backgrounds from all over the world. ARE YOU: ✔ethical, intentional, accountable, confident and driven to invest in your future? ✔teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ? ✔open and have desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies? MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs: ✔Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be $20,000) Paid via 1099 ✔Residual income (paid from work done last year, every year) ✔Passive income (income from clientele group) ✔Bonuses, paid world travel, and more BASE QUALIFICATIONS: ►Minimum 18 years of age ►Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas) ►Able to pass a Background Screening ►Able to complete licensing and appointment requirements within 60 days ►Accountable with high level of integrity (critical in this regulated and customer-based industry) ENVIRONMENT: ►Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

We are looking for a quantitative analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of scientific reasoning- a completed or in progress Masters/PhD is preferred but not required. Other related fields include, but are not limited to: Statistics, Applied Math and/or Computer Science. Benefits: * This is a full-time or part-time REMOTE position * You'll be able to choose which projects you want to work on * You can work on your own schedule * Projects are paid hourly starting at $40+ per hour, with bonuses on high-quality and high-volume work Responsibilities: * Give AI chatbots diverse and complex scientific problems and evaluate their outputs * Evaluate the quality produced by AI models for correctness and performance Qualifications: * Fluency in English (native or bilingual level) * Detail-oriented * Proficient in research methods, data science, arithmetic, algebra, geometry, calculus, probability, statistics, and inductive/ deductive reasoning * A current, in progress, or completed Masters and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. #INDUSMA Job Types: Full-time, Part-time Pay: From $40.00 per hour Work Location: Remote

For almost 180 years, New York Life Insurance Company has been dedicated to helping people put love into action. As a mutual company, we prioritize transparency, objectivity, and integrity. We are committed to making a positive impact on local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We offer various resources and programs to support your personal and professional growth. New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity. Role Description This is a full-time hybrid role for a Financial Services Professional located in Uniondale, NY with some work-from-home flexibility. The Financial Services Professional will be responsible for providing financial planning and retirement planning services, managing client portfolios, and ensuring excellent client communication. The role may involve conducting financial analyses and developing individualized financial plans to meet client needs and objectives. We're looking for passionate and motivated individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. As a member of our team at New York Life, you'll have the opportunity to build a rewarding career while helping others achieve their financial goals and protect their future. We are seeking candidates who can answer "yes" to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? If so, you might be the perfect fit for our team! At New York Life, we provide comprehensive training, mentorship, and support to help you succeed. Whether you're transitioning from another field or looking to grow your financial services career, we offer the tools and resources you need to thrive. Join us and make a meaningful difference in the lives of those we serve, while building a career you can be proud of. Interested? Let's connect! Reach out to learn more about how you can become part of our dynamic and purpose-driven team. Please send your resume to *****************************

Job Title: Infor CSI (Syteline) Finance Consultant Company Background Our client is a privately owned, customer-driven consultancy in the Infor Gold Channel. They provide implementation and development services to Infor CloudSuite Industrial / Syteline ERP customers, primarily in the manufacturing sector. We are pleased to announce the opportunity for an Infor CSI (Syteline) Finance Consultant position. This individual will join our excellent team of developers and consultants based at our home office in Kentucky. The position has flexibility to operate remotely if appropriate. Primary Responsibilities Lead and manage full-scale ERP implementation projects with a focus on finance and accounting modules in Infor CloudSuite Industrial / Syteline. Follow a designed methodology of stage-based project execution. Perform discovery activities to determine clients' financial and accounting requirements, including general ledger (GL) , accounts receivable (AR), accounts payable (AP), and cost accounting processes. Assist clients with designing efficient financial workflows and processes to achieve business goals with minimal system modification, applying practical knowledge and experience when appropriate. Identify gaps in financial or accounting processes and model solutions to be executed by the development team. Train users on financial functionalities within the Infor CloudSuite Industrial / Syteline system and related software. Perform conference room pilot sessions to validate all accounting and financial business processes prior to Go-Live. Support cutover and Go-Live activities, as well as post-Go-Live stabilization, with a particular focus on financial data accuracy and reporting. Actively participate in continuing education to stay apprised of the latest finance and accounting features in Infor CloudSuite Industrial / Syteline. Travel to client facilities for live sessions. Manage scope, timeline, and deliverables to ensure successful project execution. Manage/work a portfolio of multiple projects concurrently. Required Qualifications Minimum 5 years of proven experience with one or more ERP solutions. Experience with Infor CloudSuite Industrial / Syteline is required. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Demonstrated expertise in financial and accounting principles, with experience in Infor CloudSuite Industrial / Syteline modules for general ledger (GL), financial reporting, accounts payable (AP), accounts receivable (AR), and cost accounting. Ten (10) or more years of experience, with a deep understanding of finance / accounting standards and practices. Exceptional interpersonal, oral, and written communication skills. Demonstrated ability to communicate diplomatically and effectively with client staff at all levels, from accounting clerks to executive leadership. Proven experience serving as a project lead, especially for finance/accounting implementations, and motivating teams to action. Strong aptitude for technology tools and financial solutions. Demonstration of critical thinking skills and ability to analyze financial details and translate into the "big picture" view Able to work remotely and achieve results with little oversight or direction. Ability to travel up to 50% (primarily domestic, potential for some international). Compensation and Benefits Compensation is a combination of base salary plus incentive for achieving billing targets. Benefits include unlimited vacation, a full healthcare package including vision and dental, and 401K with company matching. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

The Opportunity: A Fortune 500 telecommunications company seeks a Real Estate Account Analyst in Canonsburg, PA. The position is hybrid: Tuesday through Thursday onsite; Monday and Friday are optional work from home (WFH) days. This is a long-term temporary assignment expected to last at least twelve months, possibly longer. The hourly rate is $25-$30 plus benefits, depending upon experience. Primary Duties: The Real Estate Account Analyst is responsible for managing various processes that ensure the accuracy of data (transaction records, financial processing, and transaction control) in the JDE Property Management system. The Real Estate Account Analyst will ensure that payments to landowners are accurate by handling escalations, making necessary billing corrections, and updating customer and landlord accounts within JDE. Additional duties include the following: Review the general ledger and sub-ledgers in accordance with legal contracts to ensure payment accuracy. Recommend necessary adjustments and collaborate with property teams to negotiate settlements when needed. Final corrections are made in JDE once reconciliations are completed. Interact with landlords via phone, email, and other forms of communication to explain contract terms and provide updates on account reconciliations. Address overpayment collection processes and provide resolutions. Analyze legal documents and contract terms. Collaborate with internal teams and external stakeholders to verify accuracy in billing, payments, and data integrity, escalating issues as needed. Identify and update data issues in the JDE system that impact billing, payments, and FAS13 financials. Ensure all terms and conditions match the legal contract in JDE. Administer recurring processes that affect monthly financials, including revenue and expense escalation, termination of revenue streams, and detection of inaccuracies that result in incorrect FAS13 adjustments. Handle special accounts, data integrity reports, and projects that fall outside of normal processes. Maintain in-depth knowledge of JDE tables, field usage, and data flow from property management to the general ledger. Understand field requirements for recurring billing, escalation, and FAS13 processing. Work under monthly deadlines to ensure accurate and timely financial adjustments. Requirements: High school diploma or equivalent Bachelor's Degree or equivalent experience preferred 1-2 years of accounting experience Experience with reviewing legal real estate contracts is preferred Proficient in Microsoft Office, particularly Excel Ability to interpret legal documents The Partnership - Benefits ABA-MEC Medical Benefit PEP 401k Paid Time Off Employee Assistance Program (EAP), Working Advantage {discounts), and Financial Wellness Program (FinFit) Frink-Hamlett Legal Solutions is an equal employment opportunity employer and all applicants will receive consideration for employment without discrimination based on race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.