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Head of Investor Relations63393560900483120

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.

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

$120,000-150,000

Duke Corporate Education

Senior Accountant

Durham, NC, USA

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.

Negotiable Salary

Modern Construction Services

Accounting Manager

Charlotte, NC, USA

At Modern Construction Services, we're looking for a dynamic leader with a proven track record in managing accounting departments and the expertise to drive financial excellence and lead a dedicated team. The salary range for this position (depending on experience) is between $105,000 and $120,000 per year. While demonstrating strong leadership skills to manage and develop the accounting team, the preferred candidate will have a deep understanding of full-cycle accounting, accrual GAAP accounting, general ledger accounting, and construction-specific accounting practices, including job costing, percentage-of-completion, and revenue recognition. They will have expertise in preparing and analyzing financial statements, ensuring compliance with accounting standards. The salary range for this position (depending on experience) is between $105,000 and $120,000 per year. Department manager roles within our company are in-office and not remote. This position will require a leadership presence and commute to 5900 Harris Technology Blvd., Charlotte, NC, 28269. This position does not offer relocation benefits. Essential Functions "Hands on" responsibility for all finance and accounting functions; specific areas of responsibility include month-end and year-end close; general ledger reconciliation; cash management; oversite of accounts payable and accounts receivable, and fixed assets management. Track and allocate costs to specific projects, including labor, materials, and overhead. Process accounting transactions as required, which includes accounts payable, accounts receivable, general journal entries, check disbursements, online banking, bank and credit card reconciliations, cash application, monitor bank deposits and postings, etc. Manage Accounting Department Staff and Vendor Management Team. Handle the reporting for the annual insurance renewal and audit. Prepare monthly financial statements and general ledger account reconciliations, activity analyses and reports as requested, including production-based reports. Work with leadership team to prepare Annual Operating Budget. Develop, implement and maintain internal accounting systems and controls. Serve as a point of contact to clients, vendors and business partners. Work with third party CPA to complete all States and Federal Income Tax Returns. Demonstrate a positive attitude towards the company, management, other associates and customers. Fosters a collaborative / cooperative work environment by assisting and supporting others in the achievement of company goals. Assist HR with bi-weekly payroll, 401(k) employee contributions and worker’s compensation report, and process time sheets/expense reports and calculate monthly commissions; when needed, prepare and submit monthly, quarterly and annual filings and reports to federal, states, and local governments as needed including W2/W3s, 1096/1099, NC-3, 940/941. Manage company licenses and business lines of insurance renewals and audits. Prepare ad hoc financial reports. Perform other related duties as necessary or assigned. Requirements Bachelor’s degree in related field or five (5) years of experience in the accounting field Highly Proficient in QuickBooks Online Job costing experience working in Construction, Manufacturing or related field The ability to research and analyze various types of data/information, including the ability to provide succinct evaluation and reporting. Strong ability to organize and prioritize work to consistently meet daily, weekly and monthly deadlines. Effective oral and written communication skills; excellent interpersonal skills. Understands and practices confidentiality/privacy of personnel information Excellent technical accounting skills with in-depth knowledge of and experience in all phases of accounting operations. Must have a strong attention to detail, be well organized, and capable of meeting tight deadlines. Ability and desire to solve problems and to lead innovation of processes, procedures and tasks. Experience with AIA documents Benefits Annual profit sharing. Medical, vision, and dental. Flexible Spending Account (FSA), Health Saving Account (HSA). Employer-paid Basic Term Life Insurance, Short- and Long-term disability insurance. Voluntary supplemental life insurance. 401(k)

$105,000-120,000

Financial Controller (Remote - Iowa)63393554973057124

Jobgether

Financial Controller (Remote - Iowa)

Iowa, USA

This position is posted by Jobgether on behalf of Resillion Netherlands. We are currently looking for a Financial Controller in Iowa (USA). Join a fast-paced and purpose-driven environment where you’ll play a critical role in steering financial performance and supporting strategic decisions. This opportunity is ideal for a finance professional with a strong grasp of accounting principles, budgeting, and KPI analysis. You’ll collaborate closely with business unit leaders and cross-functional teams to deliver accurate financial reporting, enhance processes, and lead a team responsible for transaction processing. If you're detail-oriented, analytical, and eager to grow within a global framework, this role offers both influence and career development. Accountabilities: Lead monthly financial reporting processes across multiple business units, in coordination with centralized finance functions. Analyze and present financial performance, including client program outcomes and key business activities. Support the annual budgeting cycle and ongoing operational planning. Maintain and analyze databases tracking financial, operational, and client metrics. Manage and develop staff responsible for financial transaction processing and ensure process efficiency. Ensure strict confidentiality and integrity in all financial practices while adhering to organizational procedures. Apply best practices in financial management and support continuous improvement across business units. Contribute to the company’s safety culture and demonstrate commitment to its core vision and values. Requirements Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is a strong plus. Solid understanding of accounting principles, financial reporting, and business planning. Experience in KPI development and analysis to support strategic decision-making. Proficiency in Excel and database tools for financial modeling and performance tracking. Strong interpersonal skills to engage with stakeholders across all organizational levels. Excellent written and verbal communication abilities, with attention to detail and documentation. Demonstrated ability to manage multiple priorities, meet deadlines, and work independently. Strong leadership skills to effectively manage and develop a small finance team. Strategic thinker with strong problem-solving capabilities and time management skills. Benefits Competitive salary based on qualifications and experience. Comprehensive health, dental, and vision insurance packages. Company-matched 401(k) retirement plan. Paid vacation, holidays, and personal days. Life and disability insurance coverage. Opportunity to grow within a merit-based, collaborative work culture. Continuous learning and development support. Recognition as part of a nationally acclaimed workplace. Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching. When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly. 🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements. 📊 It compares your profile to the job’s core requirements and past success factors to determine your match score. 🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role. 🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed. The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team. Thank you for your interest! #LI-CL1

Negotiable Salary

Portfolio & Trading Assistant63393548638211125

Arena Investors I Quaestor Advisors

Portfolio & Trading Assistant

Miami, FL, USA

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

Senior Strategic Finance Analyst63393548159873126

MediaRadar

Senior Strategic Finance Analyst

New York, NY, USA

Location: Remote EST About MediaRadar MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our competitive advertising intelligence platform enables clients to achieve peak performance with always-on data and insights that span the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business. About the Role As MediaRadar positions itself for accelerated growth, we are expanding our FP&A function to support our most critical strategic decisions. Reporting into the Strategic Finance function, the Sr Strategic Finance Analyst, will be the technical engine behind our most sophisticated analytical and financial modeling efforts. In close collaboration with our Strategic Finance team, this role will play a pivotal part in designing, building, and operationalizing net-new models that shape product, pricing, investment, and M&A strategy. This is a high-impact, high-visibility role ideal for a creative thinker with strong modeling capabilities, a passion for data-driven decision-making, and an ability to translate complex analyses into actionable business insights. Key Responsibilities: What You’ll Do: Collaborate with our Senior Director of FP&A to develop advanced financial and strategic models that support executive decision-making and drive company growth. Quantify the financial impact of major strategic initiatives including: New product launches (e.g., market sizing, ROI, adoption curves, capital budgeting) Pricing strategiesM&A evaluation and integration modeling Build and maintain scenario and sensitivity analyses to guide and de-risk investment decisions. Partner with RevOps to create predictive models around key business drivers, such as: Churn forecasting Pipeline performance Upsell probability and client growth Collaborate with Technology and Commercial teams to support strategic initiatives through robust financial modeling and funnel analytics. Good understanding of SaaS economics and business modeling. Conduct advanced cohort analytics to evaluate client behavior over time. Work cross-functionally to transition models into operational tools and dashboards for ongoing use. Ability to translate data into action-oriented recommendations. Requirements What You’ve Done: 3–5 years of experience in SaaS FP&A, financial modeling, strategic analytics, or a similar role is a must. Proven ability to develop complex models from scratch in Microsoft Excel. Deep understanding of corporate finance, capital budgeting, and business strategy. Strong collaboration skills; experience working cross-functionally with RevOps, Product, Development and Marketing. Experience working in an accelerated growth business with ever changing business needs. Excellent communication and presentation skills with a focus on clarity and business impact. Experience with scenario planning, sensitivity analysis, and predictive modeling preferred. Background in SaaS, technology, or media industries is a plus. Familiarity with SQL or Python is a bonus but not required. Benefits In addition to career progression, training and development, and an excellent work/life balance, future Radarians can expect a great benefits package that includes: Medical, Dental & Vision Insurance 401k with Company Match Flexible PTO Commuter Benefits Gym Discounts Summer Fridays At MediaRadar, we are committed to creating an inclusive and accessible workplace where everyone can thrive. We believe that diversity of backgrounds, perspectives, and experiences makes us stronger and more innovative. We are proud to be an Equal Opportunity Employer and make employment decisions without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other legally protected status. In accordance with the EEO-1 reporting requirements, we collect demographic data as part of our efforts to ensure fair and equitable hiring practices across all levels of our organization. This is a full-time exempt role with a base salary range of $120,000-$135,000, plus benefits. A final compensation offer will ultimately be based on the candidate's location, skill level and experience, and the Company's pay equity. We are also committed to ensuring our recruitment process is accessible to all applicants. If you need a reasonable accommodation during the application or interview process, please contact us at careers@mediaradar.com. We’re excited to meet people who share our values and want to build the future with us!

$120,000-135,000

Legal & General Retirement America

Executive Assistant

Stamford, CT, USA

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

$80,000-100,000

Associate Financial Advisor63393540480515128

Kestra Financial Independent Advisor

Associate Financial Advisor

Hartford, CT, USA

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

$48,000

Celtic Bank

Express Loan Closer

Salt Lake City, UT, USA

Are you looking to break into a new career—not just a job? Are you looking for a place where there are always opportunities to grow and hard work is rewarded? If you love a challenge, learning new things and have a keen eye for detail, you have what it takes to be a Loan Closer at Celtic Bank. As a Loan Closer at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re a valued member of an essential team. At Celtic we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves. Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank. WHAT MAKES CELTIC DIFFERENT Managers are mentors Questions are encouraged Business causal is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Manage the commercial small loan closing process to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file in respective pipeline. Ensure loan file accuracy including all packaging documents, satisfaction of credit conditions and compliance with SBA lending requirements. Answer to Audited loan packages to ensure compliance with Bank and regulatory guidelines. Review closing documents for accuracy and compare the documents to commitment and loan summaries Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements. Clear conditions of loan commitments, clear loans for closing and document approved exceptions. Discern and resolve issues that may emerge during the loan closing process. Schedule loans for closing and prepare loan closing worksheets for funding. Maintain superior level of customer service with customers, bank employees and department members. Maintain professional and technical knowledge of all regulations related to closing procedures. Requirements WHAT YOU’LL NEED TO DO IT Demonstrated superior customer service skills. Ability to collaborate, influence and motivate. Exceptional interpersonal, verbal and written communication skills. Strong organizational skills and exceptional attention to detail. Strong time management skills and ability to prioritize work load. Strong multi-tasking skills, ability to handle multiple files or projects at one time. Position requires a highly motivated go-getter with a great attitude. Proficiency in Microsoft Office, Internet and related computer skills. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Negotiable Salary

Financial System Manager633935361884171210

Two95 International Inc.

Financial System Manager

Washington, DC, USA

Job Title: Financial System Manager Location: Washington, DC Job Type: Full-time Salary: $MarketRequirements Job Description: Lead finance and accounting special projects to align with corporate objectives. Development and management of overall project plan: project milestones; scope analysis and risk management; and resolution. Full cycle systems implementation experience Perform the following on an engagement: understand business requirements, configure the Workday solution, demonstrate the configurations through the development of testing systems, assist the business in testing the Workday solution. Be comfortable and confident with gathering configuration requirements and problem- solving with business stakeholders Assist with broadening internal knowledge of Workday payroll configuration through hands on training to cross-functional teams Provide a proactive interface between Payroll client groups to ensure effective coordination and delivery of Workday implementations. Assist internal team ensure data accuracy and seamless ongoing enhancements of new system features and functionality including US Payroll, Time Tracking and features; be the primary point of contact for data gathering, testing, and communication with key stakeholders and internal Financial Systems teams. Build reports to support payroll, labor, group finance and billing, etc Ability to be problem solve and propose multiple solutions for business requirements within Payroll and Time tracking. Works under minimal supervision. Relies on experience and judgment to plan and accomplish a variety of tasks and goals. Provide and manage ongoing production support and support system enhancements and upgrades that includes subject matter expertise, coordinate schedule, define test strategy and implementation timeline, and project manage to completion. Lead full cycle testing and implementation of system upgrades and patches/hotfixes Work across departments to define opportunities for improvement. Provide technical and functional support for accounting and finance users. Establishes best practices for systems use and ensures that these practices are used throughout the organization Requirements 5+ years of experience with Financial Systems Management/Analysis/Engineering Strong experience with UltiPro Financial Management and UltiPro Payroll Knowledge of GAAP and government contract accounting principles and FAR. Strong Project Management skills required and PMP certification preferred. Proficiency with Microsoft Office suite – Excel, Word, Visio, PowerPoint is required. Proven ability to lead/manage multiple projects/work streams simultaneously. Nice to haves Bachelor's degree and minimum 8 years of finance/ accounting including payroll relevant experience, including data analytics and systems analysis. Additional years of relevant experience will be considered in lieu of Bachelor's degree. Ability to work with government contractors which includes knowledge of applicable federal laws and regulations (SCA, DCAA, etc.). Proficiency with vendor management, financial systems Deltek (Costpoint), IBM Cognos and TM1. Benefits Note: If interested please send your updated resume to joseph.prabakar@two95intl.com and include your salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

At Foley, we are revolutionizing the way companies recruit, screen, and monitor drivers. This is an exciting time for us as we scale our B2B vertical SaaS business and modernize our products for the future. If you are a strategic thinker who thrives in complexity, is energized by impact, and wants to work with a team passionate about building great products and helping customers, we would love to talk to you. We believe in Teammateship, Grit and Innovation …. our core values. Whether collaborating internally or assisting customers, we approach every challenge with humor, optimism, and a commitment to success. STAFF ACCOUNTANT We’re seeking a detail-oriented Staff Accountant with 3–5 years of experience to support our growing finance and accounting operations. This role will be responsible for executing core accounting functions including month-end closing, journal entries, account reconciliations, and financial reporting. The ideal candidate is tech-savvy, thrives in a fast-paced SaaS environment, and brings a strong understanding of GAAP and accounting best practices, along with the ability to work with large and complex data sets. This is a REMOTE option- Those residing in AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, MI & WI are welcome to apply! The compensation for this position starts at $70,000 annually plus an annual bonus opportunity! WHAT YOU WILL DO Prepare and post journal entries and accruals in accordance with GAAP Perform monthly account reconciliations and bank reconciliations Assist with month-end and year-end close processes Support AR and AP processing and analysis Maintain accurate general ledger accounts and financial records Assist with revenue recognition and deferred revenue accounting Analyze large volumes of financial and operational data to identify trends, variances, and opportunities for efficiency Support audits by providing required documentation and analysis Partner with cross-functional teams to gather financial data and insights Continuously improving processes and contributing to systems enhancements Help maintain compliance with internal controls and accounting policies WHAT WE’D LIKE YOU TO HAVE Bachelor’s degree in accounting, finance, or related field 4-6 years of relevant accounting experience (SaaS or tech industry preferred) Solid understanding of GAAP; experience with ASC 606 is a plus Proven ability to work with large datasets to perform reconciliations, identify discrepancies, and drive insight Proficiency in accounting software Advanced Excel skills (e.g., VLOOKUP, pivot tables, data analysis tools) Strong analytical thinking and high attention to detail Excellent communication skills and a proactive, team-oriented mindset WHAT YOU’LL LOVE ABOUT FOLEY The People: Our close-knit, exceptionally talented teams are the heart of Foley. Our employees and customers consistently highlight our team spirit. Check out our customer feedback on Trustpilot. Outstanding Benefits: Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans. Enjoy generous vacation, sick, and personal time off, plus a 401K plan with a match. We support your well-being so you can live your best life. Ideas Over Egos: In our entrepreneurial environment, you have the freedom to explore new ideas and approaches, backed by a collaborative team. Professional Growth: We prioritize internal growth and encourage employees to apply for new opportunities. Our People Operations team is here to help you plan and achieve your career goals. Our Environment: We celebrate success and believe in transparency and teamwork. We invest in collaboration tools to ensure face-to-face interactions, even in a virtual space. Many of our roles are remote, but we ensure our employees remain engaged and connected. What We Do, How We Do It Many companies handle recruitment, background screening, and regulatory management in a fragmented way, using different vendors for recruitment, screening, and regulatory requirements. This approach is inefficient, costly, and increases the risk of overlooking important details. At Foley, we offer a seamless platform that manages recruitment, screening, and regulatory requirements under one roof. By integrating powerful technology with our deep expertise, we provide comprehensive and superior experience for our customers. Where We're Headed We are continuously developing new solutions to address future challenges in recruitment, screening, and regulatory management. Our focus is on leveraging extensive data collection and innovative technologies, such as predictive analytics, to identify top talent and assess company risks. Our goal is to deliver cutting-edge solutions that drive success. What It's Like to Work with Us Diving Deep: Become an expert in a niche industry. Continual Growth: Advance your career and skills. Lifelong Friends: Build lasting relationships along the way. We are a 250+ person company on the brink of explosive growth, thanks to our AI-powered technology and predictive analytics. If you're ready to join our journey, visit us at www.foley.io Keywords: Senior Accountant Financial Analyst Accounting Specialist Revenue Accountant Financial Reporting Accountant

$70,000

Vice President of Finance633935287671051212

M/I Homes

Vice President of Finance

Fort Myers, FL, USA

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 150,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets. Southwest Florida is M/I Homes’ newest division in Florida, covering Lee, Collier, Charlotte, and parts of Sarasota counties. This position offers great career growth opportunities in this new division as we continue to grow in the SWFL market. We are currently expanding our division and looking for driven, passionate members to join our M/I Homes TEAM in Southwest Florida. Where you work matters! Job Summary Acts as a business partner to the Area President with a focus on and accountability for division operations, process improvements, and maximizing financial performance. Primary financial contact for Area/Division Presidents, department heads, and other division personnel. Serves a liaison between divisions and executive management. Responsible for providing accurate and timely financial information. Duties and Responsibilities Prepares and assists in the execution of the Division’s Annual and Revised homebuilding Budgets. Maximizes operational results related to margin, net income, and return on investment through sharp focus on division investment, house plan pricing and costs, cycle times, and overheads Ensures that all division policies and procedures promote efficiency, compliance with internal controls and the greater well-being of the division. Reviews analysis of potential land deals to ensure they add benefit to the division investment portfolio. Monitors land budgets, change orders, job costs and reserves to maintain accuracy of budgets. Responsible for maintaining accuracy and reliability of backlog. Supports purchasing team in monitoring of direct construction costs and job cost variances. Analyzes monthly financial statements and provides guidance on the Division’s financial performance. Monitors balance sheet items to include land & homebuilding WIP, escrows, and accruals. Manages accounts payable personnel and other division personnel where necessary. Assists Corporate Accounting with Sarbanes Oxley compliance. Supports IT with Information Systems implementations: JDE, HMS, etc. Assists the Area Presidents, Region Presidents, and corporate teams with special projects. Requirements Minimum Education/Experience Minimum of 5 years of experience and 3 years of industry experience. Bachelor’s Degree (Master’s preferred). CPA/Public Accounting preferred. Skills and Abilities Extensive knowledge of homebuilding operations and finance practices along with job costing, budgeting, and strategic planning. Strong communication, analytical, time-management and organizational skills. Detail oriented, self-sufficient, with the ability to multi-task. Confident working closely with upper management and corporate executives. Proficient with Microsoft Excel program. Work Conditions Weekend work and travel required when necessary. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND456

Negotiable Salary

Vice President of Finance633935284757771213

M/I Homes

Vice President of Finance

Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services. Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements: Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally. Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores. Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.

Negotiable Salary

Vice President of Finance633935272775711215

M/I Homes

Vice President of Finance

Tampa, FL, USA

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Ft. Myers/Naples, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary Acts as a business partner to the Area President with a focus on and accountability for division operations, process improvements, and maximizing financial performance. Primary financial contact for Area/Division Presidents, department heads, and other division personnel. Serves a liaison between divisions and executive management. Responsible for providing accurate and timely financial information. Duties and Responsibilities Prepares and assists in the execution of the Division’s Annual and Revised homebuilding Budgets. Maximizes operational results related to margin, net income, and return on investment through sharp focus on division investment, house plan pricing and costs, cycle times, and overheads Ensures that all division policies and procedures promote efficiency, compliance with internal controls and the greater well-being of the division. Reviews analysis of potential land deals to ensure they add benefit to the division investment portfolio. Monitors land budgets, change orders, job costs and reserves to maintain accuracy of budgets. Responsible for maintaining accuracy and reliability of backlog. Supports purchasing team in monitoring of direct construction costs and job cost variances. Analyzes monthly financial statements and provides guidance on the Division’s financial performance. Monitors balance sheet items to include land & homebuilding WIP, escrows, and accruals. Manages accounts payable personnel and other division personnel where necessary. Assists Corporate Accounting with Sarbanes Oxley compliance. Supports IT with Information Systems implementations: JDE, HMS, etc. Assists the Area Presidents, Region Presidents, and corporate teams with special projects. Requirements Minimum Education/Experience Bachelor's degree with a CPA/Public Accounting preferred, and a minimum of 7 years of experience combined with 5 years of industry experience. Skills and Abilities Extensive knowledge of homebuilding operations and finance practices along with job costing, budgeting, and strategic planning. Strong communication, analytical, time-management and organizational skills. Detail oriented, self-sufficient, with the ability to multi-task. Confident working closely with upper management and corporate executives. Proficient with Microsoft Excel program. Work Conditions Weekend work and travel required when necessary. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND456

Negotiable Salary

Financial Aid Coordinator633935272979211216

Tricoci University

Financial Aid Coordinator

Park Ridge, IL, USA

Become a Financial Aid Coordinator at Tricoci University of Beauty Culture! About Us Tricoci University of Beauty Culture (TUBC) is dedicated to providing quality education and support to future beauty professionals. Founded by renowned beauty industry leader Mario Tricoci, we have established ourselves as a premier institution in the beauty education space. With multiple campuses across the Midwest, we are committed to nurturing talent and fostering a passion for excellence in the beauty industry. Your Role As a Financial Aid Coordinator at Tricoci University, you will be instrumental in guiding prospective students through the financial aid process, helping them understand their options for funding their education. Your expertise will ensure that students have the financial resources they need to attend our programs and successfully navigate their educational journey. Key Responsibilities Provide comprehensive financial advising to prospective students and their families regarding available financial aid options. Evaluate students' financial needs and assist them in understanding the different types of financial aid and loans. Guide students in completing necessary financial aid applications and documentation accurately and timely. Perform follow-ups with students to ensure they meet deadlines and stay informed about their financial responsibilities. Build and maintain relationships with external funding sources to provide updated information to students. Conduct workshops and presentations on financial literacy and managing education-related expenses. Stay updated on federal, state, and institutional financial aid regulations and policies to provide accurate advice to students. Collaborate with admissions and academic departments to create a seamless financial aid experience for students. Maintain accurate records of financial aid transactions and interactions with students. Participate in recruitment events and outreach initiatives to promote financial aid resources. Requirements Qualifications: Bachelor’s degree in finance, business administration, or related field preferred. Experience in financial advising, financial aid administration, or related roles preferred. Strong understanding of federal and state financial aid programs and regulations. Excellent interpersonal and communication skills. Ability to work with a diverse student population. Proficient in computer applications and financial aid software. Detail-oriented with strong organizational skills. Passion for helping students achieve their educational goals. Benefits Generous Paid Time Off 9 paid holidays per calendar year 401K Plan Access to Continuing Education Units (CEU) Classes Complimentary Services at our Student Clinic Product Discounts Opportunities for Career Advancement A Rewarding and Dynamic Work Environment In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $18.00 and $21.00/hr. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Job Description may be written with the assistance AI

$18-21

Investment banking fall 2025 internship633935235540511217

First Analysis

Investment banking fall 2025 internship

Chicago, IL, USA

You will work with our small but fast-moving, dynamic advisory group serving high-growth technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding engagements. You will assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, performing research relating to mergers, acquisitions and capital raises, and developing our internal business processes. First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth tech-driven sectors, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is a FINRA-registered broker-dealer and member SIPC. Our integrative research process underpins all our efforts. The integrative research process drives value by unifying diverse perspectives, capabilities, skill sets and relationships. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

Negotiable Salary

Accounts Receivable Coordinator (Hybrid)633935168478731218

Dane Street, LLC

Accounts Receivable Coordinator (Hybrid)

Palm Beach Gardens, FL, USA

The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with outstanding billing/refund issues. Assists Supervisor with various Accounts Receivable and/or collection tasks, primarily manual billing preparation and aged receivables client outreaches. Requirements MAJOR DUTIES & RESPONSIBILITIES: Resolves collections by examining customer payments and payment history. Act as liaison for clients to collect receivables; analyze and seek resolution of discrepancies or inquiries with Operations or Account Management teams. Create manual invoices for specific clients on a monthly or weekly basis. Analyze collections detail history and client communication in order to advise management on forecasted cash collections. Identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts and notifying clients of insufficient payments. Participates within a team setting toward collective monthly collection goals. Other duties & special projects, as assigned and based on business needs. Requirements: EDUCATION/CREDENTIALS: Associate's degree in Accounting or related Finance/Business degree required. 3-5 years of experience in a professional accounting position. JOB RELEVANT EXPERIENCE: Medical peer review or healthcare industry knowledge is a plus. Business experience in a healthcare and/or insurance setting is a plus. JOB RELATED SKILLS/COMPETENCIES: Strong numerical aptitude (Business Mathematics) in conjunction with advanced knowledge of spreadsheet software is required. Attention to detail, organized, ability to apply critical thinking to identify trends. Excellent written and oral communication skills, and organization Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Computer literacy and typing skills are essential. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for work-from-home positions. WORKING CONDITIONS/PHYSICAL DEMANDS: Long periods of sitting and computer work. This job description is subject to change at any time. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful, astute, forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers and Pharmacy Benefit Managers. We provide customized Independent Medical Exam and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process. Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

Negotiable Salary

Product Manager - Student Billing633935131340831219

Veracross

Product Manager - Student Billing

Wakefield, MA 01880, USA

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.

$110,000-150,000

Financial Professional Advisor633935129031711220

New York Life Iowa office

Financial Professional Advisor

Hiawatha, IA, USA

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.

$120,000-250,000

Networx Systems, Inc.

Director of FP&A

New York, NY, USA

Job Summary We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do: Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need: Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx 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 mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. 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. #LI-SS2

$160,000-175,000

3050 -Senior Director- Platform Strategy and Business Development633934973877771222

Innovaccer Analytics

3050 -Senior Director- Platform Strategy and Business Development

San Francisco, CA, USA

Strategic Finance Department at Innovaccer The Innovaccer Strategic Finance team is responsible for driving Innovaccer’s organic and inorganic growth by (i) identifying opportunities to expand our offerings, (ii) accelerating enterprise customer relationships, (iii) identifying and activating new market opportunities and (iv) shaping strategic initiatives to accelerate long-term growth at Innovaccer. Led by the Chief Financial Officer and Chief Strategy Officer, the Strategic Finance team works directly across the Executive Leadership Team to develop strategic prioritization, drive inorganic growth and cultivate diversified Platform and partnership opportunities. About the Role We are looking for an experienced and high-energy Healthcare Strategy & Business Development professional to drive transformational initiatives at Innovaccer. The primary function of this role is to explore new verticals and opportunities for the Innovaccer Healthcare Intelligence Platform and drive transformational relationships to open up new markets and product opportunities. Primary responsibilities include: driving Platform scale and diversification through strategic collaborations across markets, cultivate and expand enterprise relationships in new markets, building and executing on new product business plans, and collaborating with C-suite on strategic market expansion and overall business growth. The successful candidate will be able to work flexibly across healthcare markets, drive commercial impact with enterprise clients in new product and market categories, build new enterprise relationships, lead strategy development and deliver commercial success end to end. Strong geographic preference for San Francisco (or ability to travel required) in order to enable direct collaboration with Chief Strategy Officer, along with CEO, COO, CFO, and various other San Francisco-based senior leaders. A Day in the Life Shape and define long-term research strategies influencing multiple product areas. Strategically and selectively explore new market segments for the Innovaccer Healthcare Intelligence Platform Assess and originate growth opportunities, focused on new markets, new product categories and new customer segments Join executive team in advancing the most strategic net new deal opportunities Manage stakeholders internally and externally to align on business models Drive, negotiate and execute deal negotiations and structuring Understand and effectively communicate the company's value proposition and solutions Support business strategy formation regarding competitive landscape and market trends What You Need Incredible self starter - ability to work independently in a fast-paced, high intensity environment Strong understanding of the healthcare market, business models and technology applications within healthcare Strong business acumen and deal making experience Illustratively, backgrounds in Management Consulting, Healthcare Technology senior leadership roles, Corporate Development, PE / VC or Investment Banking 10+ years’ relevant experience in healthcare, with good tech acumen We offer competitive benefits to set you up for success in and outside of work. Here’s What We Offer Generous Paid Time Off: Recharge and relax with 22 days of fixed time off per year, in addition to company holidays—because we believe work-life balance fuels performance. Best-in-Class Parental Leave: Spend quality time with your growing family. We offer one of the industry’s most generous parental leave policies to support you during life’s most important moments. Recognition & Rewards: We celebrate wins—big and small. Get rewarded with monetary incentives and company-wide recognition for your impact and dedication. Your hard work won’t go unnoticed. Comprehensive Insurance Coverage: Stay covered with medical, dental, and vision insurance, plus 100% company-paid short- and long-term disability and basic life insurance. Optional perks include discounted legal aid and pet insurance. Innovaccer Inc. is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive workplace where all employees feel valued and empowered regardless of any characteristic protected by federal, state or local law including, without limitation, race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, medical condition, disability, age, marital status, or veteran status. Innovaccer Inc. participates in the E-Verify program to confirm employment eligibility of all newly hired employees based out of the U.S. and employed by Innovaccer Inc. For any additional information, please visit the below websites: E-Verify Right to Work (English) Right to Work (Spanish) Disclaimer: Innovaccer does not charge fees or require payment from individuals or agencies for securing employment with us. We do not guarantee job spots or engage in any financial transactions related to employment. If you encounter any posts or requests asking for payment or personal information, we strongly advise you to report them immediately to our HR department at px@innovaccer.com. Additionally, please exercise caution and verify the authenticity of any requests before disclosing personal and confidential information, including bank account details.

Negotiable Salary

Financial Counselor (Sacramento)633934970970891223

Northern California Behavioral Health System

Financial Counselor (Sacramento)

Sacramento, CA, USA

POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager SCHEDULE BEING OFFERED: Tuesday - Friday: 8:00 am - 4:30 pm Saturday: 12:00 pm - 8:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including patient interviews, admitting forms, room assignments and some cashiering. Duties include facilitating information to respond to inquiries pertaining to admissions and billing questions. KEY RESPONSIBILITIES: Patient Admissions: Arranges patient admission to facility. Receives and interviews incoming patients or relatives to obtain pertinent data and verify insurance coverage. Types and processes necessary admission paperwork. Ensures timely communication of patient admission to other departments. Financial Counseling: Provides financial options to patients and authorized family members prior to admission. Assists in resolution of routine admitting inquiries. May also interface with medical staff for information required for patient admissions. Set up and record payments for patient services: Set up payment arrangement with self-pay patients. Collects co-payments when applicable. Supplemental Receptionist Coverage: Able to fill in to help the Reception Desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested. Requirements Knowledge and Experience: High school degree or equivalent Two years of healthcare experience Two years of insurance verification experience Experience with Medi-Cal/Healthcare insurance verification and billing preferred. Current NCI equivalent as approved by the Chief Nursing Officer (or obtained within the first 30 days of hire). Knowledge of CPT/ICD-10 coding helpful. Thorough knowledge of medical terminology. Knows what a copay, coinsurance, deductible and an out-of-pocket maximum are Knows how these affect claim adjudication and patient responsibility Knows how to calculate patient’s estimated responsibility based on benefits and scheduled procedure(s) using Excel Knows how to read and interpret insurance benefits Current CPI Certification ( or obtained within first 30 days of hire) Current BLS Certification (or obtained within first 30 days of hire) Skills and Abilities: Strong understanding of different insurance products such as HMO, PPO, and Medicare Advantage plans. Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Comfortable talking to patients about their estimated balances and explaining benefits. Sensitivity to and willingness to interact with persons of various social, cultural, economic and educational backgrounds. Maintains confidentially of patients at all times. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint.) Strong written and verbal communication skills. Ability to work independently and as part of a team. Good judgment, problem solving and decision-making skills. Excels in achieving and exceeding goals. Ability to work in a fast-paced, expanding organization. Physical Requirements: While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift fifteen (15) pounds. Benefits Medical Vision Dental 401(k) 3.5 Weeks Paid Time Off $25,000 Life insurance policy is provided at no charge to the employee Pay Scale: $21.00-$25.00

$21-25

Entry Level Financial Advisor Hybrid633934962664991224

New York Life Iowa office

Entry Level Financial Advisor Hybrid

Ankeny, IA, USA

Must live in the state of Iowa. As a Financial Advisor at New York Life, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide your clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone’s life. This is a sales role that includes a salary plus commission, quarterly, and yearly bonuses as well as full benefits for yourself and your family members. Responsibilities: Understanding the needs and financial concerns of clients and providing solutions Sell life insurance and long-term care insurance Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur Networking and building your personal book of business through establishing professional networks and prospecting for new clients Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security Training/Resource Benefits: Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career Support from corporate development managers and product consultants to assist you Access to state-of-the-art marketing support Qualifications: Must live in the state of Iowa Do you consider yourself to have these qualities? Sales knowledge Strong communication skills and ability to talk to anyone easily A great mindset Enjoy engaging in your community and networking Self-starter and eager to learn new things If so, apply for a rewarding career as an Entry-Level Financial Advisor at New York Life Des Moines’ general office. We'd love to talk with you. Compensation $40,000 - $60,000 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. New York Life sold its first life insurance policy in Iowa in 1850, one year after Des Moines was incorporated as a town and less than four years after Iowa entered the Union as the 29th state. Here in the Iowa General Office, we provide insurance, investment and retirement solutions, along with expert guidance to help clients achieve lifelong financial well-being.

$40,000-60,000

Landtrust Title Services

Escrow Officer

Lombard, IL, USA

We are looking for an experienced and dependable Escrow Officer to manage complex real estate transactions from start to finish. This role involves preparing escrow instructions, coordinating with attorneys, buyers, sellers, lenders, and real estate agents, disbursing funds, and ensuring all documents are accurate and compliant with legal and regulatory standards. The ideal candidate has a deep knowledge of escrow procedures, strong problem-solving skills, and the ability to manage multiple transactions while delivering excellent customer service. This position is Full-Time in office Monday - Friday 9am - 5pm at our Lombard location. Essential Duties Prepares miscellaneous documents required at closing. Enters closing figures; balances and funds files. Ensures closing package is properly executed. Attends and manages real estate closings. Reviews title commitment and is responsible for collecting title clearance Reviews mortgage payoffs for accuracy and transmits payoff funds. Obtains special assessment letters from each municipality as well as working with local Department of Neighborhood Housing to acquire needed investor/rehab documents Acts as the liaison between attorneys and lenders at closing. Requirements Valid Notary commission with the State. Industry knowledge and experience required. Customer Service Obsessed. Excellent mathematical and analytical skills. Ability to manage multiple tasks simultaneously. Excellent computer and technology skills. Excellent organizational skills (attention to detail). Excellent communication skills (written and verbal). Ability to work with confidential information and data. Valid Driver’s License and reliable transportation required. Dynamic personality and strong work ethic. Education and/or Experience: 5+ years closing experience in a title company setting Benefits Medical Dental 401k with matching PTO VTO About Landtrust National Title We do things differently than other title companies — at Landtrust we can truly say we’re customer obsessed, focusing completely on their satisfaction. We deliver responsive underwriting, personalized support for each client, and seamless transactions every time. And we do it by making sure everyone on our team feels part of something bigger — empowering everyone on our team so they can deliver real results for our clients. At Landtrust, we offer specialized employee development and education opportunities to ensure we deliver a best-in-class customer experience.

Negotiable Salary

Bilingual Accounting Specialist633934917995531226

SwiftX Inc.

Bilingual Accounting Specialist

Ontario, CA, USA

Job Title: Accounting Specialist **Overview:** As a vital member of the SwiftX Inc. finance team, the Accounting Specialist will be responsible for managing the day-to-day accounting operations, ensuring accuracy and compliance with financial regulations. This position requires a keen attention to detail, strong analytical skills, and the ability to communicate effectively in both Mandarin and English. **Key Responsibilities:** · Perform accounts payable and receivable duties, ensuring timely processing and reporting. · Prepare journal entries and general ledger reconciliations. · Assist in the preparation of financial statements and reports. · Support month-end and year-end closing processes. · Maintain accurate financial records and documentation in accordance with company policy. · Communicate effectively with team members and external partners regarding financial inquiries. · Collaborate with the finance team to improve processes and streamline operations. · Ensure compliance with local, state, and federal financial regulations. · Perform any other related duties as assigned. Requirements **Qualifications:** · Bachelor’s degree in Accounting or Finance. · 2+ years of relevant accounting experience. · Bilingual proficiency in Mandarin and English is required. · Strong knowledge of accounting principles and financial regulations. · Proficiency in accounting software and Microsoft Office Suite, particularly Excel. · Excellent organizational and communication skills. · Attention to detail and ability to work independently. Join us at SwiftX Inc. as we redefine the logistics industry! Apply today and become part of an innovative team dedicated to excellence. Benefits · 7 PTO days · 5 Paid Sick Leave Days · 6 Paid Holidays · 401K · Medical insurance, Dental and Vision Insurance, STD/LTD

Negotiable Salary

Billing Representative633934901073931227

Tiburcio Vasquez Health Center

Billing Representative

Hayward, CA, USA

Under the direct supervision of the Sr. Manager Billing/Revenue Cycle with fiscal oversight from the Finance and Accounting department, the Billing Representative is responsible for the full cycle of processing and maintenance of all third party and self-pay billing generated by Tiburcio Vasquez Health Center (TVHC). The position is integral to the centralized billing team responsible for Medicare, Medi-Cal, Private Insurance, Managed Care, and other third-party billing and collections for all TVHC providers and facilities. The Billing Representative also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, the Billing Representative supports optimization of department performance in a variety of areas, including, but not limited to, and claims submission and adjudication and follow-up on outstanding receivables and denials. Using standard and ad hoc reporting, the Billing Representative identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Billing Representative must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing. This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more. Tiburcio Vasquez Health Center is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more. Compensation: $23.00 - $27.88 per hour, depending on experience. TVHC offers compensation ranges that are determined by a thorough market-based analysis and are fully disclosed in accordance with California law. The pay for a selected candidate is determined by a variety of factors to ensure fair and equitable compensation. These factors include the candidate's experience, education, skills, training, licensure, certifications, and the specific scope of the role. We are committed to providing a competitive compensation package that extends beyond base salary, designed to support the health, wealth, and career development of our employees. Responsibilities: Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures. Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay. Responsible for the timely follow up on denied Remittance Advice/Explanation of Benefits (RA/EOB) for all insurance claims. Develop well-supported, patient specific appeal arguments to submit to payers, where an appeal is warranted (e.g. medical necessity, prior authorization). Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers. Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts. Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy. Observes highest degree of confidentiality protocols to prevent compromise of patient records. Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues. Ensures patient records' integrity, including daily computer data back-up. Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc. Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and expectations required of the position. Requirements Bilingual in English and Spanish required. Two years medical practice billing experience; medical practice front-end experience and understanding preferred. Must have excellent oral and written communication skills. Must have advanced analytical skills, including data analysis and procedure review. Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint. Report production and presentation skills. Excellent interpersonal skills. Highly developed customer service skills. Ability to relate well to physicians, other front office administrators, staff, and billing management. Experience with EPIC Electronic Billing, and EHR in an FQHC environment preferred Education and Experience High school graduate or equivalent required Associates degree in accounting or related field highly preferred. Coding and billing courses completed preferred. Experience with EPM/EMR software systems preferably EPIC 1+ Years Accounts Receivable experience including Billing, Reconciliations, and Collections. Intermediate level MS Excel, Ten-Key by touch, must be detail oriented, decipher contract language, and compute billing adjustments manually. Benefits This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more.

$23-27.88

Accelerated Path to Financial Management633934823964171228

New York Life Iowa office

Accelerated Path to Financial Management

Ankeny, IA, USA

Ready to accelerate your career to management level with the New York Life Des Moines general office? This is the perfect career opportunity if one of these fits your journey so far: • Completed your MBA in the past 24 months • Have previous management experience • Owned a business • Demonstrated management/leadership experience in a different industry The Fast Track Management program provides goal-driven leaders who are eager to build and develop their own team of financial professionals the opportunity to accelerate your path to management and advance within one year. About Fast Track Management Program You’ll join New York Life as a financial professional to gain hands-on experience by working with clients to provide long-term financial strategies through life insurance, investments, annuities and mutual funds. In addition, you will include elements from the Management Program to your responsibilities in preparation for assuming a Partner role. This typically takes 12 months. Once you have met the Management Program requirements, you’ll be eligible for promotion to Associate Partner. You will then be enrolled in the Associate Partner Training Program, a six-month intensive training designed to help ensure that you succeed when it comes time to be promoted to the next level, Partner. Training at New York Life. We take your growth seriously and set you up for success in every way we can. While you are building and leading your own team you have the backing of a Fortune 100 company through: • NYLIC University program – one of the most comprehensive and well-respected training programs in the industry. • Ongoing access to local managers and full-time trainers who are extremely proficient in teaching the information and skills needed to get you off to a fast start. • Support from development managers and product consultants to assist you in teaching your financial professionals everything they’ll need to know. • Access to state-of-the-art marketing support. Ready to hear more? From quality training programs to a competitive package, New York Life offers you tremendous support and benefits. Our dedication teams at the Des Moines general office and corporate office provides all the support you will need to build your business and lead the agents on your team. We invite you to explore the depth of that commitment and what this career path can look like for you. Compensation: $90,000-$200,000 yearly. Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. About New York Life Des Moines General Office New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients • #71 on Fortune 100 in 2019 • Most MDRT2 members in any United States Mutual company 2019 • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

$90,000-200,000

Loan Officer ($140,000-$175,000/yr)633934790917131229

Team Architects

Loan Officer ($140,000-$175,000/yr)

Charlotte, NC, USA

Join Our Team: Mortgage Loan Officer at Ternus Lending, LLC Are you ready to level up your career in the real estate investment lending space? Ternus Lending, LLC is on the hunt for motivated and dynamic Mortgage Loan Officers to drive success in 1-4 family residential investment property lending. This is more than a job—it's your opportunity to educate, inspire, and empower property investors while building meaningful relationships in a rapidly growing market. What You’ll Be Doing: Be the go-to expert for residential property investors by educating them, originating our game-changing loan products, and helping them achieve their financial goals. Stay ahead of the curve by mastering our lender product offerings, guidelines, and systems to seamlessly guide loans through Due Diligence, Underwriting, and Closing processes. Spread the word by distributing compelling marketing materials and conducting customer qualification analyses. Maximize your impact by efficiently managing company-supplied leads and Salesforce contact databases, ensuring timely follow-up and quality lead handling. Crush your targets by consistently exceeding weekly, monthly, and annual origination production goals. Why Ternus Lending? At Ternus, we’re not just another lender. We’re a team of seasoned investors who created a lending platform by investors, for investors. We understand the journey, challenges, and triumphs of the real estate game. Joining us means stepping into a company with limitless growth potential and offering loan products that stand out in a sea of traditional options. How to Apply: Ready to make an impact? Submit your resume and complete the assessment linked below. Don’t wait—opportunities like this don’t stay on the market for long! Assessment Link: https://TeamArchitects.asmt.io/X7HNRKK7T/AccountExecutiveJob-Assessment Requirements What We’re Looking For: Experience: 2+ years in residential/commercial mortgage lending (or equivalent). Skills: A natural talent for sales, customer service, negotiation, and problem-solving. Education & Licensing: A Bachelor’s degree is a plus but not required, and mortgage state licensing is preferred. Benefits Your Reward: Base Salary: $50,000 annually. Commission: Earn a minimum $500 per funded unit OR 30 BPS of the loan amount (whichever is greater) on Ternus-originated loans. Total Pay Range: $140,000 to $175,000 annually, with bonus opportunities. All Account Executives hired in 2025 will be granted shares in the company through our Employee Stock Ownership Plan (ESOP). Additional Perks: Work Schedule: Monday to Friday. Location: Hybrid remote in Uptown Charlotte, NC.

$140,000-175,000