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Regulatory Reporting - Financial Specialist63846457505409120

Regulatory Reporting - Financial Specialist

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form. SUMMARY The Regulatory Reporting Financial Specialist is responsible for compiling, analyzing, and reporting financial data to ensure compliance with regulatory requirements. This role will involve generating various regulatory reports as mandated by federal and state agencies while maintaining the integrity and accuracy of financial information. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. In addition, other duties may be requested/assigned. Prepares, reviews, and submits timely regulatory reports, ensuring they meet compliance standards and internal policies. Conducts detailed analyses of financial data to identify trends, variances, and ensure accuracy in reporting. Collaborates with accounting and finance departments to gather necessary data for comprehensive regulatory reporting. Monitors changes in regulations to ensure compliance and accuracy in all reports provided to regulatory bodies. Assists in the preparation and filing of quarterly and annual reports, as well as other ad-hoc regulatory reports as required. Maintains thorough documentation supporting all reporting processes to facilitate audits and inquiries. Responds to inquiries from regulatory agencies regarding submitted reports and data. Provides support during audits by preparing required documentation and explanations of financial data. Participates in ongoing training to remain updated on regulatory changes and industry best practices. Ensures compliance with all internal controls and policies related to the reporting process. Performs special assignments or projects as requested by finance leadership. Maintains proficiency with reporting software and financial systems necessary for performing job duties. The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus up to 8% incentives. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired. OTHER KNOWLEDGE, SKILLS AND ABILITIES In-depth knowledge of federal and state regulatory reporting requirements applicable to credit unions and financial institutions. Strong analytical skills with the ability to interpret complex financial data and generate insightful reports. Proficient in financial reporting software and tools, with a keen understanding of accounting principles. Excellent attention to detail and ability to maintain accuracy while working under tight deadlines. Strong communication skills, both written and verbal, to interact effectively with regulatory agencies and internal teams. A proactive approach to identifying issues and implementing solutions related to regulatory compliance. Ability to adapt to a rapidly changing regulatory environment and to foster a culture of compliance within the organization. Commitment to maintaining a positive workplace culture and promoting respectful and collaborative relationships with all stakeholders.

Dallas, TX, USA

$75,000-95,000/year

Vice President, Finance63846070085251121

Vice President, Finance

We are a rapidly growing operator of full-service truck stop/travel centers, quick-serve restaurants, and truck care facilities across multiple states. With over 34 travel centers, and 100+ restaurant units, the company serves thousands of drivers and travelers every day. Known for operational excellence and customer-focused innovation, they are on a mission to scale nationally while maintaining strong regional roots. Position Overview: The Vice President of Finance is a strategic, operationally minded executive leader responsible for driving the company’s financial planning, reporting, and growth strategies, capital markets program of capital growth for the company’s financial needs This role oversees all finance functions, including budgeting, forecasting, financial analysis, capital planning, and risk management. The VP of Finance will partner directly with the CEO and executive leadership team to support strategic capital needs decision-making across all divisions of the business. Key Responsibilities: Strategic Financial Leadership Partner with executive leadership to evaluate new market expansions, capital projects, and operational initiatives. Develop and execute financial strategies to support rapid growth while maintaining profitability and operational efficiency. Operational Finance & Business Analytics Oversee unit-level financial performance across all travel centers, restaurants, and truck care operations. Implement strong financial modeling and scenario analysis to inform operational & growth decisions. Capital & Risk Management Manage relationships with banks, auditors, insurers, and outside investors (if applicable). Support capital allocation decisions, including equipment purchases, location development, and real estate investments. May mitigate financial risk by overseeing insurance policies, internal audits, and compliance initiatives. Team Leadership & Development Foster cross-functional collaboration with Operations and Real Estate/Development. To Apply: Interested candidates should submit a resume and brief cover letter outlining their qualifications and leadership philosophy (resumes without a cover letter will be automatically disqualified). Qualified applicants will be contacted for an initial phone interview. Requirements Required Qualifications: Bachelor’s degree in Finance, Accounting, or a related field (MBA, CPA, or CMA preferred). Minimum 3-5 years of experience Demonstrated success working in a fast-paced, high-growth, operational environment. Experience with real estate finance a must. Preferred Skills: Experience with franchise models, fuel retail, or service center operations. ERP system implementation or integration experience (e.g., NetSuite, Sage Intacct, Oracle). Knowledge of cost accounting, unit economics a plus. Comfortable working in a hands-on, entrepreneurial culture. Benefits Compensation & Benefits: Competitive base salary: (commensurate with experience) Bonus potential Full benefits package (medical, dental, vision, 401(k) with match) Annual merit increases and performance reviews

Las Vegas, NV, USA

Negotiable Salary

Financial Controller63846069784449122

Financial Controller

1Resource has a Direct Hire opportunity in Chicago, IL. We are looking for a Controller for a Logistics company located in Chicago. Location:(off La Salle Drive) or in Chesterfield, Missouri which is close to St, Louis. Controller, Logistics Industry A fast-growing, full-cycle logistics company seeking a Financial Controller. This opportunity is ideal for someone ready to step into a leadership role, bring structure to the accounting function, and contribute directly to a high-growth environment backed by private equity. Our client is focused on innovation in the 3PL/4PL space and expects continued growth. Key responsibilities: Lead the month-end close process and general ledger oversight Ensure federal tax compliance and manage financial reporting requirements Support the selection, development, and mentoring of the accounting team Work closely with leadership on PE-related reporting and acquisition readiness Optimize use of ERP systems (Mercury Gate, Acumatica and similar Requirements Education and requirements: Accounting degree 5-15 years accounting background. 3-4 years as a Controller or similar responsibilities, CPA preferred but not required. Leadership qualities, confident and a team player Experience in a strategic role but also works with day to day reporting, month-end and financials Private equity portfolio company experience a plus Benefits Great company benefits and Bonus incentives.

Chicago, IL, USA

Negotiable Salary

Commercial Product Specialist - Energy Commodities and Freight Analytics63846029095425123

Commercial Product Specialist - Energy Commodities and Freight Analytics

The Role: Vortexa is looking for a Product Specialist to join our fast growing and collaborative Pre-Sales team. This is one of the most exciting roles at Vortexa, ideal for someone who is passionate about energy markets and client engagement, looking to make an impact at an innovative and rapidly evolving technology company. You’ll work directly with our clients, partners, and prospects to help them get the most out of the Vortexa platform and insights. Your hands-on experience and feedback will also play a key role in shaping the future of our product. Key responsibilities: Develop a deep understanding of Vortexa’s platform, including our methodologies and data. Deliver compelling product demonstrations to prospects, clients, and partners. Drive engagement during product trials by onboarding prospects, monitoring usage, sharing tailored content, and serving as their main point of contact. Expected to meet clients and prospects in person and represent Vortexa at key industry events. Work with Sales and Marketing teams to drive growth, shape strategy and identify new business opportunities Support upselling across Vortexa’s product suite by identifying opportunities during prospect engagements and collaborating with the Solutions Architect team to deliver tailored solutions. Collaborate with the Customer Success team on complex use cases, providing product expertise to support client retention. Build and maintain strong relationships with prospects and key stakeholders, acting as an internal advocate for their needs and insights during the evaluation process. Provide input into product roadmap prioritization and contribute to a variety of product improvement initiatives. Lead both internal and external training sessions and help grow in-house market expertise. Requirements Our ideal candidate will have: Experience in the oil & gas or shipping sectors, with a strong grasp of market fundamentals and trading dynamics enabling use case driven conversations with prospects. Ability to code in Python and or a willingness to learn would be desirable. Confident and enthusiastic in prospect-facing roles, with the ability to lead product demos and clearly communicate value to a wide range of stakeholders. The ability to simplify complex concepts and explain Vortexa’s platform in a way that’s accessible to first-time users. Excellent communication and presentation skills, with a proactive approach to engaging prospects and helping drive successful evaluations. A results-driven mindset, with strong organizational skills and the ability to manage multiple priorities in a fast-paced setting. Benefits Stock-options in a fast-growing, high-potential business A vibrant and diverse workplace An open, collaborative, and supportive working culture built on merit, which celebrates creative thinking and “getting things done.” The opportunity to work with AI-driven technology in a scale-up environment with commodity trading experts 401k with up to 2% contributions matched by Vortexa Private Health Insurance offered via Blue Cross Shield Dental and Vision cover offered via Guardian Global Volunteering Policy to help you ‘do good’ and feel better

Houston, TX, USA

Negotiable Salary

Financial Professional Advisor63845364803201124

Financial Professional Advisor

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Ankeny, IA, USA

$120,000-250,000/year

Licensed Customs Broker63845348334723125

Licensed Customs Broker

We are seeking a proactive and experienced Licensed Customs Broker to lead the establishment of our new office in Charlotte, NC. This role is ideal for a dynamic professional with a startup mentality 💡, ready to build operations from the ground up 🏗️—including obtaining the necessary company licensing and setting up compliant processes 📋. 🔧 Key Responsibilities 🏢 Office Establishment & Licensing: Lead the setup of the Charlotte office, ensuring all local and federal requirements are met Obtain and maintain the necessary company licenses to operate as a customs brokerage 📦 Customs Compliance & Operations: Manage customs clearance processes for imports and exports, ensuring compliance with all applicable laws and regulations File entries and process customs documentation accurately and timely 🕒 Communicate with CBP and other government agencies as needed 📞 Advise clients on customs compliance and tariff classifications 📘 Stay updated on changes in customs regulations and policies 📡 Coordinate with freight forwarders, carriers, and warehouse teams 🚛 Maintain records per customs requirements and company policies 🗂️ Maintain internal customs software and integration to Customs 💻 👥 Team Leadership & Development: Recruit, train, and manage a team of customs professionals as the office grows 🌱 Foster a culture of compliance, efficiency, and continuous improvement 🧠 Requirements 📋 Qualifications ✅ Active U.S. Customs Broker License (required) ✅ 3+ years of customs brokerage or import/export compliance experience ✅ Strong knowledge of HTS classification, valuation, and PGA regulations (FDA, USDA, EPA, etc.) ✅ Excellent communication and problem-solving skills ✅ Experience with ACE and customs software systems (preferred) ✅ Highly organized and detail-oriented ✅ Proven ability to work independently and in a startup environment 🌟 Preferred Attributes Experience in establishing new offices or departments 🏗️ Familiarity with obtaining company licenses for customs brokerage operations 📄 Ability to navigate and implement processes in a startup setting ⚙️ Benefits 💼 Compensation & Benefits Standard medical, dental, and vision coverage 🏥 401(k) plan with company match 💼 Paid time off and company holidays 🌴 Career development opportunities 📚

Charlotte, NC, USA

Negotiable Salary

Assistant Vice President (ISDA Rates Documentation )63845347025923126

Assistant Vice President (ISDA Rates Documentation )

ISDA Rates Documentation - Assistant Vice President Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

$95,000-125,000/year

Business Loan Closer - To 60K - Milwaukee, WI - Job 334363845346457601127

Business Loan Closer - To 60K - Milwaukee, WI - Job 3343

Business Loan Closer – To $60K – Milwaukee, WI – Job # 3343 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package. (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Milwaukee, WI, USA

Life Insurance Specialist/Producer - Adcock Financial Group63844795970307128

Life Insurance Specialist/Producer - Adcock Financial Group

Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard. We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business. Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc. Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies. Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.) Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria Work with clients to deliver risk management strategies that fit their risk profiles Answer client calls and service requests in a timely manner Complete, submit and follow up on client applications Identify cross-selling opportunities to other lines of business within the company Report the progress of monthly/quarterly initiatives to stakeholders Maintain CRM database with clients and prospect Create and track personal commission (Excel) Keep up with continuing education and ever changing industry standards Qualifications 2+ years of relevant industry experience Current Florida 2-14/15 Life and Variable annuity license Estate planning and case design experienced preferred Knowledge of Microsoft Office applications Bachelor’s degree in related field preferred Excellent communication and organizational skills The Skills we are hiring for: Strong customer service skills on the phone and face-to-face Passion for people, developing relationships and building your network Goal-oriented with a focus on achieving sales success Excellent time management and organizational skills Benefits Competitive compensation based on experience and ability to contribute to the firm Salary + Commission structure 401(k) match with Safe Harbor Profit Sharing Plan Paid Time Off All major holidays off Employer paid Health, Dental and AD&D Insurance Group voluntary Vision, Life and Disability Insurance

Negotiable Salary

Senior Sales Associate63844788428931129

Senior Sales Associate

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

Palo Alto, CA, USA

$50,000-60,000/year

Licensed Life Agent638447866574111210

Licensed Life Agent

Join Yellowstone Life Insurance Agency, LLC, an Integrity Company, as a Licensed Life Agent and take your career to the next level! We are seeking motivated individuals who are passionate about helping others secure their financial futures through quality life insurance products. As a Licensed Life Agent, you will play a pivotal role in advising clients on their insurance needs and guiding them through the various options available. With our extensive support system, including access to qualified leads, comprehensive training, and a collaborative team environment, you will have everything you need to succeed and grow in this rewarding field. In this role, you will provide exceptional customer service, ensuring clients are fully informed about their insurance choices. Your goal will be to create personalized plans that meet individual circumstances and help families protect their most important assets. Key Responsibilities: Consult with clients to understand their life insurance needs and goals. Provide professional advice and present tailored life insurance policies. Assist clients with the application process and necessary documentation. Maintain relationships with clients, offering regular policy reviews and updates as needed. Work closely with insurance carriers to facilitate the effective handling of applications and claims. Achieve performance metrics and contribute to the overall team goals. Requirements Must hold a valid Life Insurance License. Excellent communication and relationship-building skills. Proven ability to work in a commission-driven sales environment. High level of self-motivation and determination. Basic understanding of insurance products and market trends is a plus. Prior sales experience is advantageous but not required. Benefits Freedom & ability to work virtually

Negotiable Salary

Finance Director - Bilingual (Mandarin Speaking)638442517079051211

Finance Director - Bilingual (Mandarin Speaking)

Who is CorDx？ CorDx, a multi-national biotech organization, focused on pushing the limits of innovation and supply in global health. With over 2000 employees across the world serving millions of users in over 100 countries, CorDx delivers rapid testing and point-of-care medical device solutions used in the detection of infectious disease such as COVID-19, pregnancy, drug abuse, biomarkers and more. CorDx is at the cutting edge of technology, artificial intelligence, and data science with the goal of delivering diagnostic solutions to some of the most critical questions in healthcare. Job Title: Finance Director Location: Alpharetta, GA Reports To: Finance Director Job Summary: We are seeking an experienced and strategic Finance Director to join our executive team. The Finance Director will be responsible for overseeing all financial operations, providing strategic financial guidance, and ensuring the financial health and sustainability of the company. This role requires a strong leader with excellent financial acumen, strategic thinking, and the ability to drive financial performance. Key Responsibilities: Financial Strategy & Planning: Develop and implement financial strategies aligned with the company’s long-term goals, with a focus on IPO preparation. Oversee budgeting, forecasting, and scenario analysis. Financial Reporting & Compliance: Ensure timely and accurate financial reporting in accordance with SEC regulations, US GAAP, and SOX compliance. Oversee quarterly and annual financial statements and investor reports. Lead financial audits and regulatory filings. Cost Control & Budget Management: Optimize cost structures and allocate resources efficiently. Implement cost-saving initiatives without compromising product quality or R&D progress. Fundraising & Capital Management: Develop and execute financing strategies, including debt and equity financing, to support business growth. Manage relationships with investors, financial institutions, and external auditors. Risk Management & Internal Controls: Identify and mitigate financial risks, including credit, liquidity, and operational risks. Develop internal control frameworks to ensure financial integrity. Team Leadership & Development: Build and lead a high-performing finance team, fostering accountability and excellence. Ensure continuous development and training for team members. Cross-Departmental Collaboration: Partner with R&D, Operations, and Sales teams to ensure financial alignment with business objectives. Provide financial insights and strategic guidance to executive leadership. Requirements Professional Experience: 10+ years of progressive finance and leadership experience, with at least 5 years managing finance teams of 5 or more. Demonstrated job stability with an average tenure of 30+ months per role, and a career history spanning 7 or fewer companies. Industry Background: Experience in the life sciences, biotech, or diagnostics sector is essential; IVD experience strongly preferred. Financial Leadership & Transaction Expertise: Proven track record of leading a company through an IPO, M&A, or other major capital market transactions. Deep knowledge of financial reporting, budgeting, risk management, and investor relations. Certifications: Professional certifications such as CPA, CMA, or CFA are highly desirable. Language & Communication: Fluency in Mandarin is required to support international operations and cross-border investor communications. Preferred Attributes: Strong strategic thinker with operational discipline and business acumen. Hands-on, adaptable, and capable of thriving in a fast-paced, growth-stage environment. Excellent leadership, interpersonal, and decision-making skills, with the ability to partner effectively with executive leadership and external stakeholders. Benefits Highly competitive compensation package. Comprehensive medical, dental, and vision insurance. 401(k) plan with generous company contributions. Flexible paid time off (PTO) policy. Additional substantial benefits. Equal Opportunity Statement: We are an equal opportunity employer committed to inclusion and diversity. We do not discriminate based on race, gender, religion, sexual orientation, age, color, marital status, veteran status, disability status, national origin, or any other protected characteristic.

Alpharetta, GA, USA

Negotiable Salary

Capital Markets Analyst638434876034571212

Capital Markets Analyst

At Coventry, we look at things from an entirely different perspective. It’s what has enabled us to find new value where it didn’t exist before. And in the process, ignite a transformation in the financial services industry. Today, our efforts represent one of the most important financial innovations of the past 40 years. As the leader and creator of the secondary market for life insurance, Coventry has delivered more than $5.4 billion to policyowners who no longer have a need for their life insurance policies. The continued success of our company is the result of the hard work and dedication of our employees and the continued pursuit of top candidates. We know that without the best team, we cannot be the best firm. Our organization is built on strong values designed to foster leadership and reward success. We’re proud of the fact that more than 80% of our management team were promoted from within, and we strive to provide an environment supportive of career progression. About the role: The Capital Markets Analyst will support Coventry’s capital markets initiative to establish, maintain, and grow relationships with existing and potential investors, and assist in the planning, analysis, and execution of our growth initiatives. Requirements THE IDEAL CANDIDATE WILL HAVE: General knowledge of capital markets infrastructure and products. Ability to speak confidently and establish new business relationships. Familiarity with financial modeling concepts, such as discounted cash flow analysis. Proficiency in PowerPoint, Word, and Excel. At least 2 years of experience in a similar role. KEY JOB RESPONSIBILITIES: Researching companies, investors, and markets. Attending conferences in the U.S. and internationally. Performing outreach. Analyzing potential investment opportunities. Preparing materials, deal summaries, and term sheets. Preparing financial models, analyses, and charts. Project management including coordinating internal and external resources. Assisting in due diligence and modeling for M&A activity. Writing call reports and maintaining the company database. Benefits COMPENSATION, INCENTIVES, & BENEFITS: A competitive salary commensurate with experience. Health, Dental, Rx and Vision coverage. 401(k) match. Training and mentoring programs. Company-sponsored events throughout the year. Student loan repayment program. Opportunities to earn bonuses and other perks. Coventry is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. © 2024 Coventry, LLC. All rights reserved.

Fort Washington, PA, USA

Negotiable Salary

Futures Operations Manager638434789904671213

Futures Operations Manager

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. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems. Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements in accordance with exchange and regulatory guidelines. Reconciliation: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Risk Management: Identify operational risks and implement controls to mitigate potential issues related to clearing, margining, and settlement. Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation. Technology & Systems: Work with IT and vendors to onboard, maintain and improve a futures back-office clearing system. Client & Counterparty Management: Serve as the primary liaison with exchanges and clients to resolve operational issues. Team Leadership: Lead and train clearing operations staff, providing training and guidance on best practices. Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: Education: Bachelor’s degree in finance, Business, Economics, or a related field. Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm. Knowledge: Strong understanding of U.S. futures markets and clearing processes. Familiarity with exchange margining methodologies and risk management principles. Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms. Skills: Excellent analytical and problem-solving abilities. Effective communication and leadership skills. Proficiency in Microsoft Excel, clearing systems, and risk management tools. Preferred Qualifications: Experience with regulatory reporting requirements for FCMs. Knowledge of automated clearing and reconciliation solutions. Experience working with NFA and CFTC regulatory frameworks. Required Licenses: FINRA Series 3 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 $125,000 - $155,000. 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.

Dallas, TX, USA

$125,000-155,000/year

Controller638434741479711214

Path Construction Central is looking for an experienced and dynamic Controller to assist in administrative, financial, and risk management operations. Path is a rapidly growing general contractor, real estate developer, & design builder. Headquartered in Arlington Heights, IL, Path has additional corporate offices in North Carolina, Arizona, Tennessee, Texas, Florida and performs work throughout the country. Controller Job Duties: Assist in administrative, financial, and risk management operations. Assist in formulating the company’s future direction and supporting tactical initiatives, including performance measures Implement operational best practices Monitor all open legal issues involving the company, and legal issues affecting the industry Manage and improve Accounts Payable and Accounts Receivable Processes Collection of accurate accounts receivables and payable Reports for Corporate Entities Analysis of Corporate Insurance program Analysis of financials for tax strategies Analysis of capital, investments, and budgeting processes About the Company Founded in 2008, Path Construction is a general contractor providing a vast array of construction services to multiple regions throughout the country. Our expertise is very diverse and includes experience on small and large projects of many different types, including but not limited to: healthcare, hospitality, higher education, multi-family, self-storage, senior living, transportation, water and waste treatment, convention centers, laboratories, and correctional. The main philosophy and strategy for the growth of our organization is to be on the cutting edge of all aspects of the construction process. Additionally, our unmatched customer satisfaction and, most importantly, the development and quality of our people drive our success. For more about us, please visit our website at www.pathcc.com. Requirements The ideal candidate should have a degree in accounting or business administration and 7+ years of progressively responsible experience. Should have experience in partnering with an executive team, and have a high level of written and oral communication skills. Preference will be given to candidates with an MBA in Finance, CPA or Certified Management Accountant designations within the construction industry. Benefits Annual Salary Range: $100,000 - $160,000 401(k) Program Health, Dental, Vision, Life, Long-Term and Short-Term Disability Insurance Company cellphone and computer Annual Bonus Plan

Arlington Heights, IL, USA

$100,000-160,000/year

Financial Controller633935608482591215

Financial Controller

Bandit Running is a pioneering technical performance brand committed to creating innovative, high-quality apparel & gear for goal-driven runners. Our mission to “Evolve Running” guides everything we do, always putting the needs of the global running community first. As the fastest-growing brand in the sport, we challenge conventional brand-building norms, prioritizing an extremely high-bar for disruptive excellence across product, experiences & content. Our vision is to build an enduring, iconic brand that breaks down barriers & inspires greater passion & participation in the sport we love. We’re seeking a full-time Controller to lead the financial operations of the company and help scale our accounting infrastructure during this next phase of growth. As part of this role, you will work closely with our Head of Finance and Strategy,and cross-functional teams including Ops, Marketing, and Product. This role presents a unique growth opportunity for someone who is hands-on, detail-oriented, and excited to take ownership over key areas of Bandit’s financial systems and reporting. Requirements Financial Reporting & Close Lead monthly, quarterly, and annual close processes and produce GAAP-compliant financials Maintain and improve our chart of accounts, general ledger structure, and account reconciliations Work alongside org leadership on internal and external reporting and materials Cross-Functional Partnership Partner with Head of Finance and Strategy on forecasting, budgeting and cash flow management / optimization, and collaborate with business units to ensure spend is aligned with financial plans Ensure our reporting is a consistent and accurate representation of the evolving business System Implementation & Optimization Own A/P, A/R, payroll, and expense management workflows Drive the implementation and integration of key finance and accounting systems (e.g., inventory platforms, ERP) with a focus on inventory management Streamline accounting processes and identify automation opportunities Controls & Compliance Develop and enforce internal controls and accounting policies appropriate for a high-growth startup Ensure compliance with state and federal requirements (sales tax, 1099s, etc.) Spearhead audit preparation and execution (financial, 409A, and compliance-related), working in collaboration with our external auditors to fulfill all necessary financial requests You have 4-7 years of progressive accounting/finance experience, cash flow management and optimization experience Bachelor's degree in Accounting or Finance (CPA strongly preferred) Strong technical accounting knowledge and understanding of GAAP, strong modeling background in Excel Proven experience owning and improving accounting / finance processes Excellent attention to detail, organization, and communication skills Comfortable working in a fast-paced, dynamic startup environment Benefits Benefits Competitive salary + equity compensation 401k match Top tier medical insurance/benefits Rocket-ship level momentum with a career-defining opportunity at-hand At Bandit, we’re building an incredible culture rooted in our three core values—Trust, Empathy, & Excellence. We believe that in order to build the best team, our baseline is an environment where everyone can bring their full & authentic selves to the table. We are committed to fair hiring practices where we hire team members for their potential & advocate for diversity, equity, & inclusion. We do not discriminate based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. Salary: $120,000-$150,000

Brooklyn, NY, USA

$120,000-150,000/year

Head of Investor Relations633935609095691216

Head of Investor Relations

We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO. Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory. Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning. Build relationships with current and prospective investors, analysts, and investment banks. Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures. Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners. Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls. Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels. Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging. Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy. Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks. Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. Support and help build a scalable, long-term public company IR function post-IPO. Requirements About You: 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech. Proven experience leading a company through a successful IPO and/or managing public company investor relations. Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights. Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors. Deep familiarity with capital markets and public company dynamics, including regulatory requirements. Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models. Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. Experience using or implementing IR platforms, CRM systems, and financial analytics tools. Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: Become a shareholder. Every Rokt’star gets equity in the company Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us! Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance! Dog-friendly office Extra leave (bonus annual leave, sabbatical leave etc.) Work with the greatest talent in town See the world! We have offices in New York, Seattle, Sydney, Tokyo and London We believe we’re better together. We love spending time together and are in the office most days (teams are in the office 4 days per week). We also get that you need to balance your life and your commitments so you have the flexibility to manage your own hours and can spend up to a week of every quarter working from anywhere. We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

New York, NY, USA

$440,000-600,000/year

Senior Accountant633935589541131217

Senior Accountant

We are seeking a Senior Accountant to join our Finance team. This is a hands-on role ideal for a proactive, detail-oriented professional who thrives in a dynamic, global environment. The successful candidate will take full ownership of the general ledger, lead process improvement initiatives, and play a key role in financial operations, reporting, and systems optimization across multiple entities. This position offers the opportunity to work closely with cross-functional teams, contribute to ERP system enhancements, and support strategic decision-making through accurate and timely financial insights. What you'll do Perform day-to-day and period-end general ledger activities, including journal entries, trial balance adjustments, accruals, deferrals, and reconciliations. Manage accounting operations: cash and banking, fixed assets, accounts payable/receivable, travel expenses, corporate credit cards, and taxes. Create and maintain mandatory financial reports, ensuring compliance with domestic and international regulations. Collaborate with IT and external partners to support and enhance cloud-based ERP systems (preference for Microsoft D365). Lead or support ERP implementation and optimization projects. Maintain documentation of current controls, processes, and workflows. Analyze monthly financial results and contribute to internal reporting and presentation materials. Prepare materials for Management, Board of Directors, Town Halls, and other internal events. Support internal and external audits by preparing documentation and responding to inquiries. Recommend and implement improvements to accounting processes and financial systems. Participate in special projects focused on automation, efficiency, and performance. Requirements Qualifications Bachelor’s degree in Accounting, Finance, or Business; CPA or CPA candidate preferred. MBA or Master’s degree a plus. Minimum 5+ years of corporate or public accounting experience, preferably across multiple geographies. Experience implementing and working with cloud-based ERP systems is essential (preference for Microsoft D365). Proven ability to create and maintain mandatory financial reports. Strong technical accounting skills and a deep understanding of debits and credits. Demonstrated success in process improvement and bringing structure to complex environments. Experience in the professional services industry is preferred. Must be able to work on-site in our Durham office 4 days per week. Skills & Competencies Project Management: Ability to prioritize, manage multiple tasks, meet deadlines, and work independently. Client Relationship Management: Strong communication skills across functions and geographies; high service orientation. Financial Acumen: Solid understanding of US GAAP; exposure to IFRS; ability to identify and resolve financial issues. Technical Proficiency: Skilled in Microsoft Office (Excel, Outlook, Word, PowerPoint); ERP systems (preferably D365); strong analytical and problem-solving capabilities. Why Duke CE? At Duke Corporate Education, you’ll be part of a purpose-driven organization that’s shaping the future of leadership around the world. We offer a collaborative, intellectually stimulating environment where innovation and continuous improvement are encouraged. As part of a global team, you’ll have the opportunity to work across cultures and industries, contribute to meaningful change, and grow both professionally and personally. Join us in our mission to empower leaders and make a lasting impact on organizations and society.

Durham, NC, USA

Negotiable Salary

Financial Reporting Analyst633920801493771218

Financial Reporting Analyst

SUMMARY The Financial Reporting Analyst is responsible for analyzing, interpreting and understanding financial data to ensure accurate reporting for internal stakeholders. The position will assist in the preparation of budgets for the credit union and the credit union’s subsidiaries, and assist in analyzing risk through use of asset-liability management systems. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. In addition, other duties may be requested/assigned. Establishes and reviews monthly financial statements and ensures compliance with accounting standards and regulations. Produces accurate variance analysis to understand actuals to budget and trend analysis. Provides variance feedback as needed. Evaluates and maintains the reporting schedule and deliverables across all finance and accounting to ensure accurate, timely and organized reporting. This may require evening and weekend flexibility during month end to meet the ALCO and Board of Directors reporting timeline schedule. Quarterly gathers risk analysis using the asset-liability management model. Creates various interest rate scenarios in our asset-liability management model after the standard up and down 300 bps rates models are complete. Creates in-depth cause and effect analysis on a variety of complex financial issues to include, but not limited to, maintaining and enhancing financial reports in various systems for new general ledger accounts. Evaluates and maintains branch profitability reporting, including removing and adding branch locations. Creates and maintains the daily cash management; reviews liquidity position. Prepares a worksheet indicating anticipated cash flows and outflows to be used in determining borrowing/investing requirements. Prepares monthly Tiered Loans Analysis (Tiered Lending Report), in addition to other analytical financial modeling, statistical, and operational analysis. Assists in the preparation of the annual budget and capital planning process; includes preparation of various ad-hoc reports to provide in-sight into the budget. Develops procedures relating to areas of responsibility. Performs special assignments requested by the AVP-Finance Maintain an understanding and competency with respect to software and other systems required to perform the duties of the position. This position may require flexible work hours during the month end, which may include evenings and weekends at times through the month. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) from four-year College or university in either Finance or Accounting. Two years of experience in a Finance position, including experience in month-end reporting, budgeting, and financial analysis. A minimum of three years’ experience using Excel; including pivot tables, graphs and charts. Must be willing to occasionally work a flexible work schedule to meet important deadlines. OTHER KNOWLEDGE, SKILLS AND ABILITIES Demonstrated experience using financial reporting software and tools as well as budget software to include but not limited to Prophix Budget Software, Moody’s ALM, and Microsoft Great Plains and Management Reporter. Demonstrated experience building financial models Excellent organizational skills and attention to detail. Adaptability and flexibility in use of analytical approaches pertaining to financial issues. Thorough understanding of generally accepted auditing standards. Thorough understanding of generally accepted accounting principles (GAAP). Strong analytical and problem–solving skills. Advanced aptitude in problem solving, including the ability to logically structure an appropriate analytical framework. Working knowledge of computer equipment and software required, including Microsoft Office Suite. An understanding of state and federal laws. Fosters a positive culture throughout the organization. Promotes respect and harmonious relations among accounting staff and with departments throughout the organization. Ensures positive relationships with the branches, internal departments and external partners. Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy. Must be flexible to work hours to achieve month-end deadlines, which may require occasional evening and weekends hours during the month end close

Dallas, TX, USA

Negotiable Salary

Chief Credit Officer - Puyallup, WA634998517208331219

Chief Credit Officer - Puyallup, WA

We are seeking a new Chief Credit Officer (CCO) to join our team, ideally located in our Puyallup, WA office. In this role, you will be responsible for overseeing the credit function, ensuring the quality and performance of our loan portfolio, and leading the development and implementation of credit strategies for a wide range of construction and development projects. As the CCO, you will work closely with the executive team, cross-functional business units, manage relationships with credit agencies, and ensure that all credit decisions align with the company's strategic objectives and risk tolerance. Builders Capital is the nation's largest private construction lender, offering innovative financing solutions to a broad spectrum of developers and homebuilders. Our loan products include options for Acquisition, Development, Construction, and Bridge financing, in the form of single-asset loans, portfolio loans, and revolving credit facilities. The Chief Credit Officer will play a key role in ensuring the successful management of these financing products while also overseeing credit risk and managing a diverse portfolio of clients in the construction and real estate industries. What You’ll Do: Credit Strategy Development: Lead the development and execution of credit policies, guidelines, and strategies to ensure sound credit risk management and profitable loan performance. Risk Assessment: Oversee the analysis and assessment of credit risk for new and existing loan portfolios, including evaluation of borrower financial health, project feasibility, and collateral. Credit Approval Process: Manage the credit approval process, ensuring that all loan decisions are made in line with company risk tolerance and strategic goals. Portfolio Management: Monitor and manage the performance of the loan portfolio, working with the operations and risk management teams to ensure timely payment and minimize defaults. Compliance & Regulation: Ensure compliance with regulatory requirements and industry standards, overseeing audits, credit reviews, and internal reporting processes. Credit Analysis Leadership: Lead a team of credit analysts and professionals, providing guidance on complex credit issues and ensuring the quality of credit underwriting. Stakeholder Collaboration: Work closely with the executive team, sales, and operations to align credit policies with business development and operational needs. Vendor & Partner Management: Manage relationships with external vendors, credit agencies, and partners to ensure the best credit practices are applied across the portfolio. Performance Metrics: Utilize data and analytics to assess credit performance and risk, providing regular updates to the executive team on key performance indicators (KPIs) and portfolio health. Risk Mitigation: Develop and implement strategies to mitigate risk in the loan portfolio, identifying trends and making recommendations for adjustments or new credit offerings. Market Insights: Stay informed about the latest industry trends, market conditions, and economic factors that may impact credit risk and lending opportunities. Executive Reporting: Provide regular updates and reports to the executive team on credit portfolio performance, risk management activities, and key credit metrics. Ad Hoc Projects: Take on special projects related to credit analysis, portfolio management, and risk mitigation as needed, ensuring alignment with the company's overall business priorities. Requirements Strategic Thinker: Ability to think big-picture and develop long-term credit strategies that align with company goals and risk tolerance. Leadership: Proven experience in leading and managing credit teams, driving results through effective decision-making and team collaboration. Data-Driven: Strong analytical skills with the ability to interpret financial data, credit reports, and market conditions to inform decisions and drive business outcomes. Risk Management Expertise: Deep knowledge of credit risk management principles, loan structures, and credit underwriting processes in the construction and real estate sectors. Collaborative: A team player who works effectively with internal departments, including sales, operations, and legal, to ensure cohesive risk management strategies. Adaptability: Ability to navigate changes in market conditions, adjust credit strategies, and take proactive steps to mitigate emerging risks. Experience: Proven experience in a senior credit role within the lending or financial services industry, with a successful track record of managing credit portfolios and mitigating risks. Education: A Bachelor's degree in Finance, Business, Economics, or a related field; advanced certifications such as CFA or MBA are a plus. Industry Knowledge: Extensive knowledge of credit trends, economic factors, and lending regulations in the private construction lending industry. Leadership Skills: Strong communication, negotiation, and leadership abilities to effectively manage both internal teams and external vendors. Benefits Why Builders Capital? Competitive Compensation: Builders Capital offers competitive wages and performance-based incentives to reward your expertise. Work Flexibility: Enjoy a flexible work environment in a company that values both professional and personal life. Growth Opportunity: As the nation’s largest private construction lender, Builders Capital is an industry leader, offering you endless opportunities for personal and career growth. Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. 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. At Builders Capital, we believe in taking care of our team. Here’s a glimpse of the benefits that come with joining us: Health Insurance: Builders Capital pays 100% of employee medical insurance premiums, offering both PPO and HSA options. Paid Time Off: Enjoy three weeks of PTO annually to recharge and relax. Paid Holidays: Take advantage of 10 paid holidays throughout the year. Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan Ready to Shape the Future of Talent at Builders Capital? If you’re ready to make an impact in a fast-growing organization that values innovation, teamwork, and excellence, we’d love to hear from you. Apply now or send us a message to learn more about this exciting opportunity! Construction Loan Services II LLC (Builders Capital) and its affiliates are Equal Employment Opportunity (EEO) employers 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.

Puyallup, WA, USA

Negotiable Salary

Portfolio & Trading Assistant633935486382111220

Portfolio & Trading Assistant

Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit/equity spectrum in areas where conventional sources of capital are scarce. Arena is looking to expand the PIPEs/Event-Driven/Arbitrage team through the addition of a Portfolio/Trading Assistant. In this role, this individual will work with the Portfolio Manager. Ideal candidates will be organized, self-motivated, resourceful and able to work effectively with all internal functional groups. Responsibilities: - Provide oversight of existing trading positions, conversion/warrant levels, and target levels. - Provide real-time analysis of target universe of current/potential investments. - Maintain credit risk and market risk analysis spreadsheets. - Monitor news flow for any updates on investments, potential investments, industries, etc. - Listen to relevant conference calls (deal announcements, earnings, sell-side analysis, expert calls) and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio Manager intraday. - Create and maintain various screening tools for potential investment opportunities. - Maintain multiple outreach campaigns to target companies for potential investment opportunities. - Assist in creating investment memos to be presented to the Investment Committee for approval to allocate capital to various investment opportunities. - Assist in structuring transactions, negotiations and closing PIPE deals. - Work with operations, legal, financial and accounting teams on process management, diligence, identifying errors, etc. Requirements The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. - BA (or equivalent) with finance, accounting, economic or quantitative focus - Experience with merger arb/relative value trading/analysis or direct lending/PIPEs - Ability to execute basic equity/credit/bond transactions - Basic risk arbitrage analytics maintenance - Knowledge of convertibles, bonds, bank debts, CDS, derivatives, options, etc. - Strong written and oral communication skills - 1-2 years PIPEs/trading experience - Experience with Excel Macros or other computer science based automation is a plus

Negotiable Salary

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management633920648053771221

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships. Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance. Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors Maintain a compliant filing and scanning system with Laser Fiche Answer incoming calls and direct/take messages appropriately and according to firm guidelines. Maintain client information in CRM database (Redtail) Data input for Financial Planning software system (Goals-Based Analysis and E-Money) Other responsibilities as assigned by the Wealth Advisor and Director of Operations. Knowledge, Skills, and/or Abilities: Advanced computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Ability to build relationships with clients and internal partners. Education and/or Experience: The ideal candidate will have 2+ years of experience in administrative support in a professional environment. High School Diploma or Associate’s degree required; Bachelor’s Degree preferred. Previous experience in financial services a plus. Compensation: Compensation is determined by qualifications and experience. Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed. Certificates, Licenses, Registration: Series 7 and 65/66 preferred (or willingness to obtain in the future).

Negotiable Salary

Risk Analyst - Borrower Performance633920646735391222

Risk Analyst - Borrower Performance

We are looking for a Risk Analyst- Borrower Performance to join our team! The Risk Analyst – Borrower Performance position will assess borrower-provided budgets and project schedules, ensuring they are realistic, reasonable, and align within expected timeframes. Builders Capital is the nation's leading private construction lender, providing innovative financing solutions to professional homebuilders. We are committed to empowering our clients with the capital and expertise they need to succeed in the dynamic residential construction market. What You’ll Do: Analyze both proposed entitlements and proposed construction activities involved in loan requests. Evaluate borrower-proposed budgets and project timelines to ensure they are reasonable and achievable. Analyze the industry/market for risks and new trends in construction processes, costs, and durations. Lead accountability for understanding regional entitlement and construction constraints. Using localized data regarding construction material cost, supply chain, and other factors, evaluate the size, complexity, and timeline of a proposed loan and evaluate the risk created by those answers. Devise metrics for loan approval based on construction costs, construction duration and create repeatable processes whenever possible. Requirements Minimum 5 years of experience in construction analysis, real estate development, or loan underwriting involving construction projects. Proven experience evaluating entitlements, construction budgets, and project schedules. Strong ability to analyze proposed entitlements and construction activities for feasibility and compliance. Proficiency in interpreting and assessing borrower-submitted budgets and timelines for practicality and risk. Awareness of evolving construction trends, materials pricing, labor markets, and timeline variability. Skilled in using localized data to assess construction risks, including cost volatility and supply chain issues. In-depth understanding of market trends, regional construction constraints, and industry best practices. Excellent written and verbal communication skills for presenting complex evaluations clearly. Benefits At Builders Capital, 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! Builders Capital 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. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Construction Loan Services II LLC (Builders Capital) and its affiliates are Equal Employment Opportunity (EEO) employers 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.

Fort Lauderdale, FL, USA

Negotiable Salary

Accounting Manager633920628389151223

Accounting Manager

About Us At Botrista, we are transforming beverage culture with intuitive drink-making technology guided by Nature herself. By allowing restaurants to easily expand menus without added complexity, we’re driving incremental growth with the push of a button. Awarded as one of the Best California Startups in 2023, our beverage solution has created a new industry category, universally applicable to any cuisine, demographic and business. Our machines are being rapidly deployed around the country for customers to experience & enjoy. We deliver a world of flavors at your fingertips by sourcing top-tier ingredients, accessories, & toppings from around the globe. Thanks to valuable data collected through our integrated CloudBar system, we easily guide our partners through their drink menu innovation. Each drink is crafted by nature, and perfected by innovation - we’d love to have you be a part of it. Summary As the Accounting Manager, you will be responsible for the day-to-day accounting reporting to the assistant controller. You will be managing key aspects of the accounting process, including reviewing the general ledger, preparing monthly and quarterly reconciliations, preparing financial reports, managing various transactions, and preparing for year-end audits. You will also support our international activities, including preparing consolidations and eliminations. Besides the day-to-day accounting work, you’ll be overseeing and helping the accounting team grow. Key Responsibilities Manage and supervise the day-to-day operations of the GL accounting team Assist in the monthly and quarterly financial statements, including balance sheets, income statements, and cash flow statements, in compliance with relevant accounting standards and regulations Develop, implement, and maintain accounting policies and procedures to ensure accurate and efficient financial reporting Prepare and review monthly, quarterly, and annual financial close processes, including balance sheet reconciliations for fixed assets, prepaids, accruals, debt, and inventory Collaborate with our international partners to prepare intercompany transactions, reconciliations, and eliminations Collaborate with the finance team to monitor and analyze financial performance against budget, identifying areas of improvement and recommending corrective actions. Ensure compliance with tax regulations and facilitate timely and accurate tax filings with our tax providers for both property and income taxes Oversee the management of accounts payable and purchasing processes Lead and mentor direct reports, providing guidance, training, and performance evaluations Implement and maintain effective internal controls to safeguard company assets and mitigate financial risks Collaborate with external auditors during financial audits, providing necessary documentation and resolving queries Stay updated on changes in accounting regulations and industry best practices, recommending and implementing changes as required Requirements Bachelor's degree in accounting, finance, or a related field. CPA certification is a plus. Proven understanding of accounting principles and experience applying those principles at a company (experience at both a public accounting firm and high-growth startup preferred but not required) In-depth knowledge of accounting principles, financial reporting, and tax regulations. Strong analytical skills and the ability to interpret complex financial data. Proficient in using accounting software and advanced knowledge of Microsoft Excel. Excellent leadership and interpersonal skills with the ability to effectively communicate financial information to non-finance cross-functional teams Detail-oriented with a high level of accuracy and strong organizational skills. Ability to prioritize and manage multiple tasks in a fast-paced environment. Knowledge of relevant accounting software and ERP systems (e.g., Netsuite, Bill.com, Expensify, Shiphero) is a plus. Benefits Fully company-paid Medical and 99% company-paid Dental and Vision Insurance 15 days Paid Time Off, 7 sick days, 14 holidays, Wellness Benefits, Cell Phone and Internet reimbursement, 401K Beautiful new SF office with outdoor rooftop workspace Free beverages with our DrinkBot Pro, snacks, and free lunches on Monday and Wednesdays. $130,000 - $150,000 Plus bonus and stock options

San Francisco, CA, USA

$130,000-150,000/year

UR Coordinator634999842050591224

The Utilization Review Coordinator conducts utilization reviews to determine if patients are receiving care appropriate to illness or condition. Monitors patient charts and records to evaluate care concurrent with patients’ treatment. Reviews treatment plans and status of approvals from insurers. Responsible for monitoring adherence to the hospital's utilization review plan to ensure the effective and efficient use of hospital services. Monitors the appropriateness of hospital admissions and extended hospitals stays. Completing data collection of demographics, claim and medical information; non-medical analysis; and outcomes reporting. May consult with staff as needed. Essential Duties: • Evaluate patient medical records to assess the appropriateness and quality of care provided. • Verify the accuracy and completeness of documentation to support medical necessity. • Analyze treatment plans and interventions to ensure they align with patient needs and best practices. • Collaborate with healthcare providers to make recommendations for adjustments or improvements in treatment plans. • Verify insurance coverage and benefits to determine eligibility for services. • Communicate with insurance providers to obtain authorization for services as needed. • Conduct utilization reviews to monitor and optimize the use of healthcare resources. • Identify and address any utilization patterns that may indicate inefficiencies or deviations from standards of care. • Maintain accurate and detailed records of utilization review activities and outcomes. • Prepare reports and summaries of findings for internal review and compliance purposes. This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the hospital. Duties may be modified or changed with or without notice. Requirements Education and/or Licensure – Bachelors. Experience – 1 year of relatable experience required, 3 preferred Additional Requirements – None. Knowledge Skills and Abilities Must have basic PC skills that include a combination of working in a Windows Operating System and Microsoft Outlook, Word and Excel. Has knowledge of governmental and managed care payer requirements. Demonstrates understanding of the various "Self-Pay" account classifications and their applicable patient statement processes. Understands the data elements required to generate a clean bill. Understands the importance of maintaining confidentiality; able to maintain confidentiality under HIPAA standards. Must have the ability to exercise a high degree of diplomacy and tact; excellent customer services and interpersonal communication skills; Cultural sensitivity and demonstrated ability to work with diverse people groups. Well-developed verbal and written communication skills in English; Additional language abilities desirable. Knowledge of basic math and modern office procedures. Ability to work well under pressure with minimal supervision. Ability to remain seated at switchboard for long periods of time without significant discomfort or distress. Ability to effectively interact with persons of widely diverse roles, backgrounds, cultures, and socio-economic classes, those in crises or resistant or negative toward organization Physical Requirements/Environmental Conditions Perform the following with or without reasonable accommodations: • Ability to work competently with computer-based charting and other clinical and non-clinical software programs. • Adaptability to change and good organizational skills required. Ability to read and communicate effectively in English. • Can be expected to do presentations as directed. Working knowledge of criteria for Medicare, Medicaid, HMO, and private insurance carrier's coverage details. • Ability to advocate for patients. Ability to operate office equipment. Possess critical thinking skills. • Leadership skills required for role include effective mentoring, coaching, counseling, time management, problem solving, and strategic planning. • Demonstrates initiative and proactive approach to problem resolution. • Ability to effectively interact with insurance companies and community healthcare recourses. • Ability to work in a stressful, fast paced environment. While worker may possibly be subjected to temperature changes, the worker is generally not substantially exposed to adverse environmental conditions as the work is predominantly inside. Benefits 401K, Medical/Dental insurance, FMLA and Short-Term Disability Health Insurance Vision Insurance Dental Insurance 401K Retirement Plan Healthcare Spending Account Dependent Care Spending Account PTO Plan with Holiday Premium Pay Life Insurance (Supplemental Life, Term, and Universal plans are also available.) Short and Long-Term Disability (with additional buy-in opportunities)

San Antonio, TX, USA

Negotiable Salary

Senior Director, Revenue Operations633920622743051225

Senior Director, Revenue Operations

About Bevi Bevi is on a mission to transform how beverages are delivered and consumed. Our smart hydration systems eliminate the need for single-use bottles and cans—making it easy, fun, and sustainable to stay hydrated. As the category leader in IOT-enabled beverage technology, we’re building a future where Bevi machines are everywhere people live, work, and connect. We’ve raised over $160M in venture capital, serve thousands of customers across the US, Canada, UK and Ireland, and we’ve been rapidly growing year over year. In addition to driving hypergrowth with our current product line, Bevi is heavily investing in new product development. The Role We’re looking for a Senior Director of Revenue Operations to build and scale the GTM infrastructure that fuels Bevi’s next stage of hypergrowth. This strategic role partners directly with Sales, Marketing, Business Development, and Finance leaders to formalize our go-to-market strategy, create operational rigor, and ensure we are executing in a focused, data-driven way. You’ll define the key drivers of revenue growth, architect our compensation and incentive programs, build and evolve customer segmentation, and support both our core sales engine and new growth vectors—including our channel partnerships and global expansion efforts. This is a foundational leadership role at the center of Bevi’s scaling strategy, ideal for someone who thrives in a fast-paced, high-impact environment. What You’ll Do Go-to-Market Strategy & Planning Formalize and continuously refine Bevi’s GTM strategy, ensuring clarity across segments, geographies, and sales motions Partner with Sales and Marketing to develop scalable coverage models and territory plans across direct and indirect (channel) sales Own annual revenue planning, including headcount models, growth assumptions, and cross-functional alignment Lead customer segmentation strategy and implementation—ensuring resource allocation matches strategic priorities across customer types, regions, and lifecycle stages Drive strategic support for channel programs and international expansion by tailoring processes and tools to new markets and partnerships Revenue Systems & Execution Collaborate with Sales Enablement to develop and operationalize sales playbooks Own the forecasting process and drive consistent, accurate pipeline management Establish frameworks and benchmarks to measure rep productivity, pipeline health, and campaign effectiveness Create a closed-loop performance improvement engine through structured test-and-learn cycles, cohort analysis, and real-time reporting Incentive Design & Compensation Design sales compensation and incentive plans that motivate performance and align with Bevi’s revenue growth and customer retention goals Ensure incentive structures are tailored for both direct and channel sales motions, and evolve with Bevi’s expansion plans Partner with Finance and People to manage plan governance, communication, and performance analysis Data, Tools & Infrastructure Build and lead a high-functioning RevOps team responsible for reporting, tooling, and GTM systems Own the full GTM tech stack—including CRM (Salesforce), sales enablement, forecasting, and partner management tools Serve as the source of truth for performance data and GTM metrics across the funnel Requirements Who You Are 10+ years of experience in Revenue Operations, Sales Strategy, or GTM Operations in a high-growth B2B environment Proven experience building and scaling operational infrastructure for Sales, Channel, and/or Global teams Strong understanding of revenue planning, customer segmentation, and sales incentive design Deep analytical skills and a passion for using data to drive clarity and decisions Proven ability to define, document, and land playbooks across diverse sales and GTM functions Collaborative, highly organized, and comfortable operating across multiple teams and senior stakeholders Excited to be part of a mission-driven company transforming how people hydrate and how businesses think about sustainability Benefits Comprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by employer 401(k) with company match Flexible PTO plus 12 company holidays, and additional paid days for sick leave, etc Generous fully paid parental leave for both birth parents and non-birth parents Fully employer paid disability and life insurances Wellness and fitness reimbursements Monthly stipends for cell phone use and commuting costs Onsite snacks, weekly catered lunch, and (of course) unlimited Bevi ... plus composting and terracycling, too Happy hours, team-building events, bagel breakfasts, Hero awards - and more. We're excited about supporting career growth and would love to be part of your professional journey. We know that talent comes in many forms, and we value individual accomplishments, specialized knowledge, and genuine passion over just checking boxes on a requirements list.If any of our positions interest you, please apply! Our recruiting team will contact you about next steps if we'd like to move forward together.

Boston, MA, USA

Negotiable Salary

Accounts Receivable Finance Associate633920555173151226

Accounts Receivable Finance Associate

Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants. About Proxymity Proxymity is a rapidly growing fintech scale-up transforming the way investors and issuers connect. Backed by leading global financial institutions, our technology powers transparency and efficiency in proxy voting, shareholder disclosure, and other critical areas of investor communications. Our mission is to modernize capital markets infrastructure through intelligent, real-time solutions. Why Join Proxymity? Be part of a purpose-driven team modernizing global financial infrastructure. Opportunity to shape and scale core financial operations in a high-growth environment. Collaborative culture with exposure to senior leadership and global stakeholders. Competitive salary and benefits package. Office located in the heart of NYC’s financial and tech district. Role We are looking for a detail-driven and highly organized Accounts Receivable Finance Associate to join our NYC-based team. This role will be a key part of our US finance function, responsible for overseeing the full accounts receivable lifecycle—from invoicing and payment tracking to collections and reporting. You’ll collaborate across teams to ensure accurate billing, timely collections, and clear communication with clients, while helping to enhance processes as we scale. Key Responsibilities Prepare and issue accurate and timely invoices in coordination with Sales and based on usage. Contribute to the development of scalable methods for issuing invoices and improving receivables. Monitor outstanding receivables and proactively manage the collections process, including follow-ups with clients. Reconcile payments, investigate discrepancies, and resolve billing issues efficiently. Maintain the AR ledger, ensuring it is accurate, up to date, and reflective of customer balances. Collaborate with finance leadership to support cash flow forecasting and receivables reporting. Track customer billing terms and ensure adherence to contractual invoicing arrangements. Assist in the implementation and maintenance of internal controls and process improvements related to billing and collections. Prepare AR aging reports and dashboards to support decision-making and reporting requirements. Act as the point of contact for external and internal billing-related inquiries. Assist the London-based Finance team with other day-to-day responsibilities, including the monthly close process, preparation of the management accounts and client billing files, ad hoc financial analysis and research. Act as the first point of contact for office-related queries both from employees and the building management team. Manage office supplies such as stationary, fresh fruit and drinks to ensure the office remains well stocked at all times. Support with ad hoc social activities in the US, with guidance from the company’s Social Squad. Requirements Bachelor’s degree in Accounting, Finance, Business or related field. 2–4 years of experience in accounts receivable or billing operations, preferably within a SaaS, fintech, or financial services environment having experience with a high-volume receivables process. Strong working knowledge of AR processes and customer collections best practices. Proficiency with accounting software (e.g., Xero, QuickBooks, NetSuite, or similar) and CRM tools (Salesforce experience a plus). Excellent Excel skills and comfort working with large data sets. Strong attention to detail and a proactive approach to problem-solving and accountability. Strong communication skills and the ability to build effective working relationships across teams and with clients. Experience with multi-currency or international invoicing is a plus. Benefits 401K plan Private health insurance 25 annual days leave Birthday off in addition to annual leave Access to Absorb Learning Improved family-friendly policies Work your way 2 duvet days a year 1 volunteer day a year 4-week sabbatical after 4 years at Proxymity Workation - Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year. Companywide parties twice a year Team drinks A company wins programme To assist us with evolving our DEI efforts and ensuring our process is as inclusive as possible, we will be sending out a brief diversity and inclusion survey for you to complete if you choose to apply for this position. This will be completely anonymous and is in no way tied to your application. If you could please take a few minutes out of your day to complete this that would be much appreciated.

New York, NY, USA

Negotiable Salary

Associate Financial Advisor633935404805151227

Associate Financial Advisor

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements · Minimum 3-5 years of experience in financial advising · Life, Health and Accident License – State of CT · FINRA Series 7 and FINRA 66 License · Well organized with the ability to manage time effectively with multiple priorities · Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics · Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Hartford, CT, USA

Account Manager633920518318111228

Account 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.

Cleveland, OH, USA

Negotiable Salary

Director of Brokerage Operations633920516711691229

Director of Brokerage Operations

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

Jersey City, NJ, USA

$90,000-125,000/year

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