Financial Counselor

Resource Innovations is seeking a highly skilled and motivated Financial Analyst Lead in Illinois with a strong background in Finance to join our dynamic and growing team. As a Financial Analyst Lead, you will play a crucial role in analyzing and reporting on the company’s financial performance, as well as supporting key business decisions with financial insights. You will be responsible for financial planning and forecasting, budgeting, financial modeling, and analyzing financial and operational data. You will also work closely with cross-functional teams to provide actionable recommendations based on your findings and to support strategic initiatives that drive growth and profitability for the company. Resource Innovations (RI) is a women-led energy transformation firm focused on four pillars: climate change, equity, innovation, and scale and impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities Assists with financial planning, budgeting, forecasting, and monthly reporting of business unit performance. Generates monthly variance reporting by department with the ability to identify trends impacting business results Collaborates with business units and sales teams to incorporate metrics, forecasts and MD&A into monthly reporting. Performs ad hoc financial analysis for business unit management. Aids in developing and analyzing standardized reporting and dashboards for management. Supports month-end close processes and serves as a liaison between business units and corporate leadership. Builds and supports complex financial models and business unit financial reports. Supports Finance manager with treasury management and pre-funding activities. Other duties as assigned Requirements Located or willing to relocate to the metro IL area within 30 days of acceptance. A Bachelor’s degree in Finance, Accounting, or related field. At least 3-5 years of previous FP&A experience is required, preferably working for a services-based company. High level of proficiency with MS Office suite with strong excel skills is required. Must be self-motivated and detail oriented. Interest in sustainability and passionate about making a meaningful impact on the environment. Public accounting experience. Preferred Skills, Education and Experience Experience with Oracle Essbase, SmartView, Power BI, Tableau, and other finance and reporting tools is preferred. The ability to perform in a dynamic cross-functional team environment is critical  Benefits About Resource Innovations Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change. Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work. Compensation & Benefits Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position.  The compensation range for the base salary for this position is $75,000 - $90,000. In addition to base pay, employees are eligible for a discretionary annual bonus.  The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location.  We also offer a comprehensive benefits package that includes three weeks of paid vacation per year; paid holidays; a 401(k)-retirement plan with employer matching; health, dental and vision insurance; and other supplemental benefits.  Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Requirements Benefits

The Senior Finance Manager of Payroll Tax works in a team that ensures that all payroll deductions are accurate and appropriate, helps troubleshoot reporting or programming errors and supports inquiries from payees related to deductions or tax forms including the IRS W-2, 1099’s and other required reporting.    Key Responsibilities:  Lead the payroll tax function for Marketer Payroll Operations, managing the accurate and timely processing of all federal, state, and local payroll tax contributions and filing appropriate tax returns for four separate Employers of Record (EOR’S).  Ensure compliance with applicable tax laws and regulations across multiple states and jurisdictions, including setup, deposits, filings, and reconciliations.  Oversee year-end activities including preparation and distribution of W-2s, 1099s, 940/941 filings, and other required documentation.  Manage and support audits from federal and state tax authorities.  Review the daily / weekly pension contributions for SAG and WAG, etc.  Develop and maintain payroll tax procedures and best practices, ensuring consistent service delivery.  Collaborate with internal teams including Marketer Payroll Managers, Marketer Payroll Operations, Finance, Legal, and Compliance to ensure seamless end-to-end service.  Other duties as assigned  Requirements Bachelor's degree in Accounting, Finance, or related field; CPP certification is strongly preferred.  10–15 years of progressive payroll tax experience, including significant work managing payroll tax for multiple external clients.  Strong knowledge of federal, state, and local payroll tax regulations and agency requirements.  Demonstrated success with strong communication, problem-solving, and relationship-building skills.  Experience managing high-volume, multi-state payroll tax operations across a range of industries, including entertainment or advertising preferred.  Advanced skills in payroll and tax systems (ADP/MASTER TAX) and Microsoft Excel.  Ability to manage multiple deadlines and prioritize effectively in a fast-paced service environment.  FLSA Status: Exempt 

Job Summary:  We’re looking for a detail-oriented and flexible Bookkeeper & Administrative Coordinator to support both our Finance and Executive teams. This is a hybrid role blending bookkeeping responsibilities with office management and executive support. You’ll play a key role in maintaining accurate financial records, managing day-to-day accounting tasks, and supporting the Finance team with timely reporting and administrative duties. This is an excellent opportunity for someone who thrives on precision and takes pride in keeping things running smoothly behind the scenes. What you’ll do: Bookkeeping & Finance Support  Record and reconcile financial transactions (AP/AR, bank statements, credit cards) Maintain vendor and client records Assist with bank reconciliations, coding, and expense classification. Assist in the preparation of financial reports, including balance sheets, income statements, cash flow statements, and month-end and year-end close processes. Use tools like QuickBooks, Google Workspace, and Microsoft Office Suite to complete financial duties Assist with other responsibilities, such as reporting and general assistance, to the finance department Ability to assist with the annual auditing process  Administrative & Office Coordination  Help with document filing, project tracking, and light admin tasks Manage office operations, including ordering supplies and coordinating with external vendors for office-related services and needs Complete special projects or urgent requests Requirements 2 years of experience in a bookkeeping or related administrative role Strong working knowledge of accounting software (QuickBooks) Proficient in Microsoft Excel  Understanding of basic accounting principles (GAAP knowledge is a plus) High attention to detail and organizational skills Ability to handle sensitive financial information with integrity Strong communication skills for business and clarity of tasks This hybrid position requires you to commute to our New York City metropolitan area office 3 to 4 days per week. Nice to have: Experience in a startup or small-business environment Experience using automation to improve the flow of data between systems Executive Assistant experience Familiarity with expense systems Ability to anticipate needs and solve problems independently Benefits Health Care Plan (Medical, Dental & Vision) FSA and HSA Options Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off  Short-Term & Long-Term Disability Training & Development Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company's mission. This position embodies a hybrid model, blending remote work capabilities with three days of in-office presence at our New York City location.  The base salary range for this position is $70,000 - $85,000 per year. This position is eligible for an annual bonus. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

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).

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.