Financial Advisor

Position Type: Full-Time  Typical Hours: Monday – Friday, 8am – 4:30pm ET  Location: Elkins, WV (with some remote work possible)  Travel: up to 10% domestic travel including overnight stays  Position Overview:  The Deputy Director at Woodlands Community Lenders, Inc. is responsible for managing the execution of its mission, which is to foster entrepreneurship and community revitalization by  providing access to capital and technical assistance to businesses in its target market of north-central  West Virginia. To be considered for this role, you must possess professional experience in lending, finance or economic development, experience leading a team, and strong communication skills. The ideal candidate will be a highly motivated and organized individual with a passion for rural community development and entrepreneurship. If you are interested in a career position with a growing community development financial institution (CDFI) and are seeking a  supportive and positive work environment, this could be the right fit for you.  Requirements Deputy Director Key Responsibilities: Collaborate with Executive Director and Board of Directors to plan and develop lending and technical assistance objectives, strategies, plans, timelines, and deliverables. Implement lending programs, including managing lending staff, underwriting larger deals, monitoring deployment, and coordinating resources. Assist with raising and deploying loan capital, including meeting with potential sources, preparing proposals and providing reports to lenders and investors.  Ensure compliance with company policies and procedures as well as state and federal regulations, and other identified requirements of various lenders and investors. Cultivate strategic partnerships to ensure program alignment and effectiveness.  Seek and secure funding opportunities through grant writing and other sources.  Travel as needed, including occasional airline travel and overnight stays to support program delivery and maintain project deliverables. Minimum in-office attendance is two days per week.   Deputy Director Qualifications:  Master’s degree preferred  Proven experience in management, including supervision, preferably in the economic development, nonprofit, banking, or similar industry sector. Strong project management skills, including the ability to manage multiple projects simultaneously. Prior experience in grant writing and funding development and/or professional communications. Excellent communication, including strong writing skills.  Deputy Director Qualities:  Interest in small business and community development finance and how these related to rural wealth-building.  Internal motivation and initiative.  Exceptional self-management and independent work skills. .  Relationship building and emotional intelligence skills.  Excellent communicator and active listener.  Salary: $60,000-$65,000, commensurate with experience.  Benefits Competitive benefits package.  105 hours PTO year one, increasing to 166 hours in year two, plus 14 paid holidays.  Opportunities for professional development and growth.  Collaborative and purpose-driven work environment.  Work in Elkins, West Virginia, known for its strong connection to the outdoors, its rich history, and its vibrant arts and culture scene. It's a gateway to the Monongahela National Forest, a hub for outdoor recreation, and a place where traditional music and crafts are preserved. Remote work may be possible up to 2-3 days per week.  About Woodlands Community Lenders, Inc.  WCL was founded in 2011 and was certified by the US Department of Treasury as a CDFI in 2012, the year in which it made its first loans to, among others, TipTop Coffee and Big Timber Brewing. By the end of 2024, over $8M had been invested in 136 local small businesses, creating jobs and assisting with the acquisition and renovation of over 25 downtown buildings in the Mon Forest Towns. Lenders’ loan pool is comprised of a mix of federal grants & loans, loans from CDFI intermediaries and local banks, along with equity from philanthropy.  WCL is the fiscal sponsor for Mon Forest Towns Partnership, Inc.   For further information, visit www.woodlandswv.org and www.monforesttowns.org Woodlands is an equal-opportunity employer committed to diversity and inclusion. We encourage individuals from all backgrounds to apply. 

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person

You will be a key member of our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding projects at an early stage of your career. Our granular approach means you’ll have meaningful engagement with the entrepreneurs and enterprises who are our clients and partners, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should have a bachelor’s degree in business or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment with minimal supervision, have strong research, quantitative, and analytical, skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint. You should be proficient at synthesizing complex information about businesses and using strong writing, design and speaking skills to position them effectively for relevant audiences. Benefits Paid time off and holidays; health, dental, and vision insurance; 401(k) plan. Compensation: $80,000 per year. Minimum bonus of $20,000.00 during first year.

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

Eagle Seven is seeking a Risk Analyst who will be responsible for performing daily risk monitoring of our trading operations and assisting in the ongoing development and enhancement of our risk reporting and analytics framework.  Primary Responsibilities include: Monitoring, measuring, and proactively communicating market risk exposure for current trading activities as well as emerging risks based on news events and economic data releases; providing guidance as to how they affect specific trading strategies and/or current positions Creating, maintaining, and analyzing high quality, daily post-trade reporting to assess key market and operational risk for the firm Communicating with various exchanges and clearing firms to adjust risk limits/risk metrics as necessary Adjusting internal risk limits within the firm’s proprietary trading systems Troubleshooting certain trading and software related issues and escalate when appropriate Meeting with trading staff and quantitative software developers to understand risk profile of new trading strategies Extracting data from various sources, updating Excel workbooks, confirming positions, composing reports and sending end of day updates to management for mark variance, options activity, and VaR metrics Helping to automate reports using Excel macros, VBA and python on an ongoing basis Gathering risk-related data from internal and external resources Assisting with compliance, back office and operations staff on an as-needed basis Requirements Skills and Experience: Minimum of a Bachelor’s degree in Finance, Risk Management, Mathematics or related field required; concentration in quantitative/statistical course work preferred 2+ years of futures industry experience preferred Intermediate/advanced Excel skills, such as pivot tables, lookups, VBA, macros Strong analytical and problem-solving skills Demonstrated ability to multi-task in a fast-paced environment while maintaining high attention to detail Excellent written and verbal communication skills with the ability to communicate a message clearly and effectively for individuals at all levels within an organization Demonstrated ability to work with a sense of urgency to meet deadlines and address competing priorities Benefits Eagle Seven offers a competitive and comprehensive benefits package to all full-time employees. Medical PPO and HMO coverage through BlueCross BlueShield Dental coverage through Guardian Vision coverage through VSP 401k Retirement Savings Plan with Employer Match Life Insurance Paid Time Off Flexible Spending Account Pre-tax Transit Benefits Complimentary Lunch and Beverages The minimum base salary for this role starts at $75,000. This role is eligible for a discretionary performance bonus as part of the total compensation package, in addition to the comprehensive suite of benefits including group medical, dental, and vision insurance, 401(k) (with safe harbor match), disability and life insurance, health savings account, and pretax flexible spending accounts. Exact compensation offered may vary based on factors including, but not limited to, the candidate's experience, qualifications, and skill set.

About the Company We are a construction materials supplier that specializes in the pipe, valves, & fittings markets. We provide materials to jobsites and manufacturers across Southern California. The company has been in business for over 40 years, but our team is young, vibrant and motivated. Our employees boast on Company Culture, and turnover is low. Duties Full Time, Mon-Fri 8am-5pm Assist Accounts Payable Department -Use Quickbooks to enter bills -Coordinate with the warehouse receiving department to resolve billing discrepancies -Respond to Vendors with payment details Assist Accounts Receivable Department -Use Quickbooks to analyze past due accounts and invoices -Make phone calls and emails to Customers to inquire on payments -Process Customer credit card payments Assist Receptionist in answering and transferring phone calls Requirements Experience in accounting Reliable and punctual Customer service oriented Positive and professional attitude Team player, outgoing and friendly Background check Compensation $23.00-$25.00/hr Medical Insurance Vacation Days and 401k after probation period Please submit resume to this post directly. Thank you for your interest.