Financial System Manager

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

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

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

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

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 the Team & Role: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency. Applying Excel and third party systems in real-world business processes to solve problems and improve workflows. Understanding how compliance and regulatory requirements impact daily operations and decision-making. Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes. Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: A student or recent graduate with a background in Finance, Economics, or a related field. Familiarity with Excel (VLOOKUP and Pivot Tables) Strong attention to detail and a proactive, solutions-oriented mindset. Interest in learning about financial operations and how broker-dealers work. Strong organizational and analytical skills. A proactive, can-do attitude with a willingness to learn. Benefits Gain firsthand knowledge of the security lending operations of a broker-dealer Enhance your proficiency in Excel and third party systems Learn about compliance and regulatory requirements Develop strong cross-functional communication skills Familiarize with financial transactions process

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 leader in smart beverage technology, we’re building a future where Bevi machines are everywhere people live, work, and connect. The Role Bevi is seeking a Strategic Business Operations Director to act as a high-impact internal consultant, partnering closely with the CEO, CFO, and cross-functional leaders to tackle the company’s most important strategic questions. You will lead high-priority, project-based work that drives growth, supports investment decisions, and helps prepare Bevi for its next phase of scale. This role is ideal for someone with strong analytical horsepower, executive presence, and a passion for solving complex problems. You’ll bring structure, insight, and action to questions around customer segmentation, market expansion, go-to-market design, and overall business strategy—while helping the team stay ahead of competitive and industry trends. What You’ll Do Serve as a trusted thought partner and internal consultant to the CEO, CFO, and other senior leaders across the business. Lead ad hoc, project-based initiatives focused on growth, scale, and innovation—examples include customer segmentation and rollout strategy, channel and geographic expansion, pricing and packaging, or business model evolution. Drive competitive and market intelligence to inform Bevi’s positioning and identify whitespace opportunities. Translate customer insights and behavioral data into strategic recommendations in partnership with Product, Sales, Marketing, and Customer Success Design and run structured experiments and tests to validate strategic hypotheses, uncover customer insights, and inform prioritization of new initiatives or focus areas. Support strategic investment decisions by building business cases and defining success metrics Prepare executive-ready materials for the CEO and leadership team for Board meetings, strategic planning sessions, and company-wide communications Establish strategic frameworks and decision models that enable better, faster, and more informed execution across teams. Collaborate with Finance and Operations to ensure that strategic priorities are reflected in resource planning and day-to-day execution Requirements Who You Are 7–10+ years of experience in top-tier management consulting, corporate strategy, or operating roles in a high-growth company Strategic problem solver with strong business acumen and financial fluency Exceptional communicator, skilled at distilling complex topics into simple, compelling insights for executive audiences Highly collaborative and comfortable navigating cross-functional environments Able to operate independently and manage multiple workstreams in a fast-paced, dynamic environment Intellectually curious, resourceful, and excited by ambiguous, high-impact challenges Passionate about working on a mission-driven team and shaping the future of how people consume beverages 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.