Accounting Manager

Casa Lending is looking for an Account Manager to join our growing Servicing team. In this role, you will provide superior borrower experience while maintaining the well-being of our active loan portfolio.  As an Account Manager, you’ll play a pivotal role in this effort, supporting borrowers through regular, meaningful communication.  From loan closing to payoff, you’ll oversee borrower relationships, champion loan progress, and drive repeat business. Casa Lending is one of the fastest-growing private money lending firms in the United States. Our mission is to help real estate investors profitably scale their business by offering a best-in-class suite of loan products and leveraging top talent. What You’ll Do: Borrower Relationship Liaison: Serve as the main contact for your borrowers, managing all incoming inquiries and proactive communication. Problem Solving: Address borrower concerns related to construction draws, interest payments, loan modifications, and payoffs, collaborating with internal teams for risk analysis and processing. Insight Expert: Provide accurate insights on each deal and borrower through proactive follow-up, enabling informed decisions on loan management. Who You Are: Customer-Oriented: Passionate about delivering exceptional service and enjoy regular interactions with borrowers. Proactive: Excel in managing multiple tasks, taking responsibility for your portfolio, and ensuring borrowers progress as planned. Daily Responsibilities: Collaboration: Partner with other Account Managers and cross-functional teams, including sales, servicing, and credit, to share insights and resolve issues. Impact: Enhance the borrower experience during the most extended phase of our lending process, driving customer retention and repeat business. Requirements Communication Skills: Strong interpersonal and communication skills, with the ability to engage professionally and cooperatively with internal and external stakeholders. Organizational Skills: Excellent organizational and time management skills, with the ability to prioritize and handle multiple competing tasks. Adaptability: Ability to thrive in a fast-paced, dynamic environment and remain dependable and punctual under tight deadlines. Team Player: A collaborative mindset with the ability to work well within a team and across departments. Benefits At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:  Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan. Competitive Compensation – We offer competitive wages that reward your expertise and hard work.  Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.  Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.  We’re here to support you both professionally and personally—because when you thrive, we all thrive. Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About our role: We are seeking an experienced Operations Director to join our dynamic team within our Broker-Dealer operations. The ideal candidate will play a pivotal role in ensuring seamless operational processes, mitigating risk, and maintaining compliance with regulatory standards. This position requires a proactive approach to identifying inefficiencies, implementing controls, and optimizing procedures to enhance operational effectiveness. Key Responsibilities: Operational Oversight: Monitor daily operations, trade settlements, reconciliations, and financial transactions to ensure accuracy and compliance. Risk Management: Identify, assess, and mitigate operational risks, developing strategies to enhance controls and minimize errors. Regulatory Compliance: Ensure adherence to SEC, FINRA, and other regulatory requirements while maintaining proper documentation and reporting. Process Improvement: Analyze existing workflows, recommend enhancements, and implement automation initiatives to boost efficiency. Audit & Internal Controls: Collaborate with internal audit teams to ensure all processes align with industry best practices and regulatory standards. Cross-functional Coordination: Work closely with Clearing, Finance, AML, Compliance, Cash Management and Stock Transfer teams to streamline operations. Issue Resolution: Investigate trade discrepancies, reconcile accounts, and resolve escalated operational issues with precision and urgency. Requirements 10+ years of experience in Operations Control within a Broker-Dealer environment. Strong understanding of SEC, FINRA, and regulatory frameworks governing Broker-Dealer operations. Expertise in trade reconciliations, risk management, and compliance monitoring. Proficiency in industry systems (e.g., DTCC, OCC, Bloomberg, or similar platforms). Exceptional analytical and problem-solving skills with attention to detail. Effective communication and collaboration abilities in a fast-paced environment. Understanding of an omnibus clearing model Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000 - $125,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center. Apply for this job

Our partner is a fast-paced, full-service financial firm specializing in retirement planning. Recognized nationally for its consistent growth and client service excellence, the organization operates multiple offices across Utah, Idaho, and Washington. They are currently seeking a full-time Investment Advisor Representative for their Kirkland or Lynwood, WA office. This is a fully on-site role; relocation is required and supported through a relocation allowance. Responsibilities Prepare, present, and implement customized retirement strategies Guide clients through financial solutions including annuities, life insurance, long-term care options, and managed investment portfolios Offer financial planning advice across investment, insurance, and retirement topics Establish, manage, and retain client relationships Achieve individual and team goals by following established processes Participate in public financial seminars and deliver presentations Attend weekly team meetings virtually via Zoom Requirements Minimum Qualifications: Bachelor’s Degree 5+ years of experience in financial services Proficient in Excel, Microsoft Word, and database tools; familiarity with both Windows and Mac OS State Insurance License (Required) Series 65 License (or Series 7/66 combination) (Required) Knowledge of the financial services industry Ideal Candidate Attributes: Strong sense of accountability and ownership over outcomes Takes initiative and demonstrates problem-solving ability Committed to continuous improvement in both personal and professional development Receptive to constructive feedback and team collaboration Goal-oriented with performance tracking practices Persistent and results-driven Ability to follow proven processes effectively Skilled in persuasive communication and consultative sales Highly organized with strong time management and prioritization skills Strong interpersonal and collaborative skills Excellent verbal and written communication abilities Strong analytical and mathematical proficiency Benefits Base Salary: $75,000 – $90,000 Commission Structure: 10% commission in year one Option to shift to 25% commission based on performance Up to 30% commission in future years Quarterly and annual incentive programs Additional Benefits: Health Insurance 401(k) with employer match Licensing fee reimbursement Relocation allowance Paid Time Off: 10 company holidays 30 vacation days

POSITION OVERVIEW YWCA Walla Walla is seeking a mission-driven and experienced Senior Director of Finance and Operations to join our leadership team. This role serves as a strategic thought partner to the Interim Executive Director and collaborates closely with Department Directors and Leads. The person in this position will be hands-on, team-oriented, and provide leadership in finance, budgeting, HR, administration, IT, and facilities. This is a great opportunity for someone energized by cross-functional work and interested in helping shape a strong, sustainable future for a mission-focused organization. This is an on-site position based in Walla Walla, Washington. To be considered, please submit both a resume and a cover letter detailing your interest and relevant qualifications. Applications submitted without a cover letter may not be reviewed. PRIMARY RESPONSIBILITIES: Financial Management ·         Analyze and present financial reports for the Interim Executive Director and Board Executive Committee in an accurate and timely manner. ·         Clearly communicate monthly and annual financial statements and oversee all financial, project/program, and grant accounting. ·         Coordinate and lead the annual audit process; assess and implement improvements to ensure compliance and alignment with best practices. ·         Oversee the organization’s budgeting and planning process; monitor progress and changes. ·         Propose and implement business policies and accounting practices; improve the finance department’s policy and procedure manual. ·         Manage accounts payable, receivable, and payroll, including benefits, retirement, and quarterly payroll reporting. ·         Oversee contract reimbursement billings and grant compliance. ·         Manage farm operations in collaboration with external partners. ·         Assist as needed with day-to-day finance functions such as deposits, reimbursements, and tracking checks.   Human Resources ·         Support and further develop the organization’s HR and administrative infrastructure. ·         Improve personnel policies, performance evaluation, benefits, and training programs. ·         Standardize and streamline onboarding and hiring processes. ·         Manage contractor support as needed for HR functions. Facilities & Technology ·         Oversee the administrative operations and special projects related to facilities and IT, working closely with the Facilities Director and IT consultant. ·         Support building maintenance, cleaning, vendor management, and security. ·         Promote and implement technology tools to support workplace efficiency. GENERAL RESPONSIBILITIES: ·         Foster a collaborative and mission-aligned culture. ·         Maintain a workplace that respects diversity and does not discriminate on the basis of race, color, age, religion, gender, sexual orientation, national origin, marital status, or disability. ·          Develop and maintain positive rapport with coworkers, clients, volunteers, and stakeholders. ·         Actively participate in staff meetings, respond to team needs in a timely manner, and contribute to a positive, connected culture. ·          Complete assigned tasks accurately and on time. ·         Perform additional duties related to the role as needed. Requirements IDEAL EXPERIENCE, COMPETENCIES, & QUALITIES: Relevant education and/or experience may be substituted for formal qualifications. Strong commitment to the YWCA WW’s mission. Minimum Qualifications ·         Five years of professional experience in financial management, operations, or human resources. ·         Experience preparing financial reports and managing budgets. Preferred Qualifications ·         Prior supervisory experience, ideally managing small cross-functional teams. ·         Experience in nonprofit finance, working with a Board of Directors, and grant compliance. ·         Familiarity with accounting software (MIP preferred). ·         Strong analytical, organizational, and decision-making skills. ·         Ability to communicate effectively and build relationships with internal and external stakeholders. ·         Understanding technology and cybersecurity  best practices and vendor relationships. Benefits Anticipated salary is $80,000-$100,000 annually, depending on qualifications and experience. Final compensation will be determined based on relevant experience, skills, and internal equity. YWCA Walla Walla offers a generous benefits package that includes medical, dental, and vision coverage, participation in the YWCA Retirement Fund, accrued sick and vacation leave, 2 personal days, and 11 paid holidays.

NYC Alliance Company LLC is looking for a qualified Wholesale Planner to join our finance team. As a Wholesale Planner, you will be responsible for analyzing financial data, forecasting business performance, and helping the company make strategic financial decisions. This role will involve collaborative efforts with various departments to ensure the achievement of organizational goals through effective financial planning and analysis. Responsibilities Own the in-season reforecast of OTB, using current sales trends and on-order, to present revised projections of sales, margins, open to buy and inventory turn to management team. Plan and project receipt flow and manage model stock levels. Meet with sales teams monthly to review available OTB, trouble shoot funding issues and approve overages. Cross-Functional Collaboration with Sales, Marketing, Finance, and Operations teams to align wholesale, ecom or store strategies with overall business objectives. Compile hindsight reporting for use in future planning and forecasting profitability. Proactively develop ad-hoc analytical reports and projects to address specific business challenges, opportunities, or changing needs of the business. Develop and maintain comprehensive dashboards tailored to company KPIs and metrics such as adoption rates and OTIF. Requirements Result-oriented and self-motivated individual with a strong sense of urgency Must be proactive with the ability to multi task and prioritize initiatives as well as adaptable to changing demands. Excellent communication skills, with the ability to build rapport with partners at all levels. Strong analytical skills with the ability to interpret sales data and market trends. 5+ years of experience in Wholesale Planning and analysis Fluent in Retail Math and advanced Microsoft Excel skills Benefits Competitive compensation packages Medical, Dental, Vision, FSA Retirement Savings Plan Match Summer Fridays Discounts and More! Annual Salary $110,000 - $115,000 The offered salary for this position will vary based on role requirements determined by NYC Alliance, skill set and years of experience.

FusionTek is a Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. We’re a tight-knit team of friendly, intelligent people focused on IT infrastructure management for small to mid-sized businesses since 2007. We’re also rapidly growing and are looking for top tier candidates that share our four core values: We are team players, collectively working towards a common goal. We work each day with a growth mindset focused on the success of our coworkers, clients, and the company. We do the right thing with an honest and transparent approach that always puts our clients first. We take ownership of our work, always seeing it through to completion. If this opportunity excites you, we invite you to continue reading! We are seeking an Accounts Receivable Specialist who is prepared to contribute their expertise to our accounting team. As an Accounts Receivable Specialist, your responsibilities will include customer billing, along with related verification and preparation. You will manage aging collections, customer correspondence, and dispute resolution. Your role will also involve posting payments and issuing credit memos. Additionally, you will oversee and administer payment portals and application integration, assist in the monthly accuracy review and the mapping of the sales item database and lastly, you will provide support to the Controller with various assigned tasks. Duties and Responsibilities Support & Collaboration with Team Members: The core responsibility of the A/R Specialist is to provide experienced accounting support to the Controller and leadership team. Accuracy of financial reports: Validate and confirm the accuracy of financial data. Timeliness of AR Entries: The AR Specialist is responsible for promptly and accurately completing all receivables tasks. Compliance with GAAP: The AR Specialist is responsible for maintaining GAAP accounting standards. Compliance will all of FusionTek policies and procedures This position will adhere to the Pacific Standard Time (PST) schedule to facilitate effective communication with the controller. Requirements Education Associate’s degree or equivalent amount of accounting coursework Skills & Abilities Knowledge to implement and follow U.S. GAAP accounting standards Knowledge of fair debt collection procedures a bonus Familiarity with MSP / MSSP industry (IT or cybersecurity firms) Able to work independently and as part of a team Exceptional attention to detail & takes pride in accuracy Technical, digital capability and computer-savvy Resourceful & self-motivated; should enjoy learning new things Careful, thorough, pays attention, & follows direction Dedicated & does not shy away from a challenge Team-oriented, solutions-based, customer service focus Represents self & company professionally Experience Minimum of 3 years in accounting roles to include accounts receivable experience Minimum of 3 years’ working competency with accounting software Minimum of 1 year working competency with QuickBooks Online version Minimum 1 year experience for privately held companies with 50+ employees Work experience in a rapidly growing company Benefits At FusionTek, we truly believe that our people are our most valuable asset, which is why we’re excited to provide: Salary range - $55,000/year Competitive pay with quarterly bonus eligibility Coverage for 90% of your medical, dental, and vision insurance expenses. 401(k) plan with 4% company matching and immediate vesting Eight paid holidays and 18 days of PTO in year one Educational reimbursement for certification tests and company supplied training resources Fun team events