Title: Bilingual Spanish- Account Specialist

Locationn: 

US-KY-London

Job ID

2025-9303

Category

Operations: Call Center

Brand

Attain Finance

Location : Country

US

Overview

***This is a hybrid role, working approximately 25% of time in office and the remainder of time remotely.***

Attain Finance is a leading consumer credit lender serving U.S. and Canadian customers for over 25 years. Our roots in the consumer finance market run deep. We’ve worked diligently to provide customers a variety of convenient, easily accessible financial services. Our decades of ersified data power a hard-to-replicate underwriting and scoring engine, mitigating risk across the full spectrum of credit products. We operate under a number of brands including Cash Money®, LendDirect®, Heights Finance, Southern Finance, Covington Credit, Quick Credit and First Heritage Credit.

Responsibilities

The Account Specialist is responsible for contacting clients with overdue accounts, negotiating repayment plans, and ensuring compliance with company policies and legal regulations. This role plays a critical part in maintaining the financial health of the organization by reducing delinquency rates and improving recovery outcomes.

Key Responsibilities

• Contact customers via phone, email, or mail to recover outstanding debts
• Negotiate payment arrangements and settlements in line with company guidelines
• Maintain accurate records of all communications and recovery activities
• Collaborate with internal departments to resolve account discrepancies
• Escalate unresolved or high-risk accounts to supervisors or legal teams
• Adhere to FDCPA, FCRA, and other regulatory requirements
• Provide second-voice support when needed to assist with escalated calls
• Participate in team meetings and training sessions to stay updated on policies and best practices
• Meet or exceed inidual and team recovery targets
• Maintain professionalism and confidentiality in all customer interactions

Qualifications

Skills & Qualifications

• 1+ year experience in collections, customer service, or financial services
• Fluency in English and Spanish
• Strong communication and negotiation skills across languages
• Ability to handle sensitive conversations with empathy and professionalism
• Familiarity with debt collection laws and practices
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail, organizational skills, and decision-making abilities
• Ability to work independently and collaboratively in a team environment

Work Environment & Requirements

• Full-time position with flexible scheduling, including rotational shifts

• Must be able to work in a fast-paced, high-volume call center environment

• Remote work requirements:

• Quiet, private workspace free of background noise

• Hardwired connection to modem using ethernet cable

• High-speed internet (minimum 50 Mbps download & 5 Mbps upload)

Remote work is 3 days at home and 2 days in office; subject to change based on productivity results

Education or Equivalent Experience

• Minimum educational requirement: High School Diploma, General Equivalency Diploma (GED), or equivalent experience
• Associate degree or higher is preferred
• Commitment to continuous learning and applying industry best practices throughout the client life cycle

Hours of Operation: Monday-Friday 8:00 AM-9:00 PM Eastern; Sat 8:00 AM-12:00 PM Eastern. 

Base Hourly Rate: $19.00 - $20.00

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.

All full-time employees are also eligible for the following benefits: Paid Time Off, Medical, Dental, Vision, 401k, Life Insurance, Disability, and other voluntary coverages.

This employer participates in E-Verify for US-based hires.

#ATTAINFINANCE   #ATTAINRP 

EEO Statement

Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Title: Paralegal

Location: Salt Lake City United States

Job Description:

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

Opportunity for Impact

We're hiring a non‑attorney legal professional (Paralegal or Legal Assistant) to support our Head of Legal with day‑to‑day commercial contracting, core legal operations, and general in‑house corporate needs. This role will accelerate deal velocity, tighten risk controls, and help stand up the tooling, workflows, and metrics that let a lean legal team punch above its weight.

As the second member of the Legal team, the role will have a strong impact on a fast-growing team and company and, as such, we're looking for an organized and confident self-starter who embraces the use and deployment of technology for continuous improvement and efficiency. The ideal candidate is a proactive problem-solver with good judgment who is comfortable working cross collaboratively in a fast-paced, start-up environment.

Role and Responsibilities

• Develop a good understanding of Taxbit's business, strategies, technologies, and corporate policies and procedures
• Triage legal intake requests; log matters, update status, and keep records organized and searchable
• Draft, review, and redline NDAs, DPAs, SOWs, Order Forms, and vendor/customer paper using playbooks; escalate non‑standard terms as needed
• Help implement, execute and administer new internal tools, including CLM optimization
• Assist in managing and owning long-term goals and projects for the legal team
• Build solid relationships with cross-functional teams and liaise with internal and external counsel regularly

Professional Qualifications

• 4+ years of experience in a law firm and/or in‑house legal department in a contracts, corporate paralegal, or legal operations role (SaaS experience preferred).
• Comfortable drafting and negotiating contracts with an ability to work independently, problem-solve, and meet deadlines under pressure in situations with existing ambiguity
• Experience with CLM and e‑signature tools; strong document organization and version control habits
• Proficiency with technology, such as Microsoft Office Suite, Google apps, Slack, and CRM (e.g. Hubspot)
• Bachelor's degree or equivalent experience; paralegal certificate a plus. No JD required.

Personal Characteristics

• Team-oriented, self-starter, and able to help our business problem-solve and anticipate potential unknowns
• Service mindset with solid judgment on when to escalate; responsive partner to Sales/Finance
• Excellent execution and planning skills with attention to detail as well as strong organizational, prioritization, and communication skills
• Ability to learn new skills and gain experience in new areas as processes, tools, and needs change

Compensation

The base salary range for this role is $80,000-$120,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)
• Equity (RSUs)
• Competitive benefits package
• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more
• Hybrid working model: 3 days in-office, 2 days WFH/flexible
• Monday team lunches, snacks and drinks
• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge
• Paid parental leave to bond with your child
• Fertility Benefit
• Autonomous work and flexibility in how work is performed

Taxbit in the News

Corp Press

Forbes America's Best Startup Employers

Deloitte Top 10 Fast 500 Award

Forbes FinTech 50

Recent Product Announcements

Taxbit Announces AI Enabled Rules Engine for Crypto Accounting

Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces

Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets

Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets

TB Thought-Leadership Pieces

Fortune - Future of Finance

NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto

Future of Finance Roundtable Event (Video)

Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction

Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation

Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)

Alliance/ Partner Announcements

IRS Taps TaxBit to Audit Bulk Crypto Transactions

Disclaimers

• By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.
• Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Title: Experiential Marketing Partner for Business Banking

Location: Westwood/Boston, MA, Philadelphia, PA

Job Description:

Description

Citizens is seeking a highly organized and strategic Go-To-Market (GTM) Marketing Partner to lead the planning and execution of regionalized Business Banking events. This role is pivotal in driving Center of Influence (COI) engagement, enhancing brand visibility, and supporting regional growth initiatives. The ideal candidate will possess a strong understanding of Business Banking and Commercial Lending, and be adept at collaborating across product marketing, sponsorships and experiential marketing, and sales teams to deliver impactful, data-driven event experiences.

This role supports Citizens Business Banking footprint, focused on 5 key regions: MA/NH, CT/RI, NY/NJ/FL/CA, DE/NJ/Philadelphia, OH/MI/Pittsburgh. Examples of events include networking receptions, panel discussions, sponsored events and trade organization events.

Primary responsibilities include

• Lead & Execute Experiences: Strategize, design and deliver regional Business Banking events aligned with go-to-market priorities and COI engagement strategies that align with business objectives.
• Stakeholder Collaboration & Communication: Engage with regional Business Banking executives on an ongoing basis to understand their unique market nuances in order to develop event and COI engagement plans that meet their goals. Build and maintain relationships with trade organizations, COIs, internal sales teams, and regional leadership.
• Vendor & Venue Management: Work closely with Marketing Event Operations when sourcing and onboarding vendors, speakers, and venues; manage contracts, review BEOs, risk assessments, and payments through internal systems.
• Marketing & Brand Alignment: Collaborate with marketing growth strategist and content team to develop promotional materials and campaigns to ensure consistent messaging and brand representation across all event touchpoints. Ensure all experiences are consistent with Citizens brand standards and marketing guidelines.
• Performance Measurement & Reporting: Establish feedback loops to capture attendee insights and stakeholder input. Analyze event effectiveness using KPIs such as attendance, engagement, lead generation, and ROI in alignment with our Experiential Marketing scorecard. Provide regular reporting to leadership on event performance and strategic recommendations.
• Trend Monitoring: Stay ahead of industry and competitive trends in financial services and experiential marketing.

Required Competencies & Experience:

• Proven experience in event planning and project management, preferably in financial services or B2B environments.
• Strong understanding of Business Banking (BB) and Commercial Lending (CML)  products and client segments.
• Demonstrated ability to work with external vendors.
• Skilled in data analysis, reporting, and translating insights into actionable strategies.
• Excellent communication, collaboration, and stakeholder management skills.
• Highly organized with the ability to manage multiple projects simultaneously under tight deadlines.
• Proficiency in tools such as CRM platforms, project management software, and event tech solutions.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Bachelor’s degree in Marketing, Business, Communications, or related field.
• 5+ years of experience in event marketing, GTM strategy, or business development.
• Familiarity with regional market dynamics and COI ecosystems.

Hours & Work Schedule

• Hours per Week: 40 Hours
• Work Schedule: Monday through Friday
• Location: Westwood/Boston, MA, Philadelphia, PA In office 4 days a week 1 day remote.

#LI-Citizens2

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are inidually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Title: Medical Coding Auditor-Outpatient

Location: United States (Remote)

Full time

Job Description:

ABOUT MACHINIFY:

In October 2025, Machinify acquired Performant and we are now part of the Machinify organization.  Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plans. Deployed by over 75 health plans, including many of the top 20, and representing more than 170 million lives, Machinify’s AI operating system, combined with proven expertise, untangles healthcare data to deliver industry-leading speed, quality, and accuracy. We’re reshaping healthcare payment through seamless intelligence. 

ABOUT THE OPPORTUNITY:

Hiring Range:61,300.00 - $71,000.00

The Medical Coding Auditor-Outpatient is responsible for ensuring the accuracy, integrity, and compliance of medical coding practices within the organization, with a primary focus on Outpatient services. This role involves auditing medical records, coding data, and billing information to verify adherence to coding guidelines and regulations. The Medical Coding Auditor plays a crucial role in minimizing coding errors, preventing fraudulent activities, and ensuring that the organization meets all applicable standards and requirements.

Key Responsibilities to include:

• Audit Medical Records: Review and audit medical records to ensure accurate coding of diagnoses, procedures, and services using ICD-10, CPT, and HCPCS codes.

• Compliance Monitoring: Ensure that coding practices comply with federal, state, and payer-specific regulations and guidelines, including HIPAA and CMS standards.

• Identify and Correct Errors: Detect discrepancies and coding errors, provide feedback, and collaborate with coding staff to correct inaccuracies in medical documentation.

• Education and Training: Provide training and support to coding staff on best practices, coding updates, and compliance standards. Conduct workshops and seminars as needed.

• Report Generation: Prepare detailed audit reports that highlight findings, trends, and areas for improvement. Present reports to management and relevant stakeholders.

• Policy Development: Assist in developing and updating coding policies, procedures, and guidelines to ensure ongoing compliance and efficiency.

• Collaboration: Work closely with medical billing, compliance, and clinical teams to ensure that coding supports accurate billing and reimbursement processes.

• Stay Current: Keep abreast of changes in coding regulations, industry trends, and best practices. Participate in continuing education to maintain coding certifications.

Knowledge, Skills and Abilities Needed:

• Extensive knowledge of ICD-10, CPT, and HCPCS coding systems.

• Familiarity with healthcare regulations, including HIPAA, CMS guidelines, and payer-specific requirements.

• Understanding of medical terminology, anatomy, and physiology.

• Strong analytical and problem-solving skills.

• Excellent attention to detail and accuracy.

• Effective communication and interpersonal skills.

• Ability to work independently and as part of a team.

• Ability to work remotely from a home office without on-site Supervision

• Proficiency in coding software and electronic health record (EHR) systems.

Required and Preferred Qualifications:

• High school diploma or equivalent GED required.

• Associate's or Bachelor's degree in Health Information Management, Medical Coding, or a related field preferred.

• Active certification is required.  Certified Professional Coder (CPC) and/or Certified Coding Specialist (CCS) are preferred, while CPC-H, CPC-P, RHIA, RHIT, or CCS-P are all generally accepted as well.  Other Medical Coding certifications may also qualify.

• At least three (3) years of direct experience in coding/auditing applicable services, and medical chart review for all provider/claim types.

• Coding for emergency care, observation, and same day surgery is preferred.

• Prior auditing experience desirable in either a provider setting, or payer experience in claim processing, edit development, and/or coding and reimbursement policy a plus.

• Previous payer experience in a claim processing, edit development, and/or coding and reimbursement policy a plus.

WHAT WE OFFER:

Machinify offers a wide range of benefits to help support a healthy work/life balance. These benefits include medical, dental, vision, HSA/FSA options, life insurance coverage, 401(k) savings plans, family/parental leave, paid holidays, as well as paid time off annually. For more information about our benefits package, please refer to our benefits page on our website or discuss with your Talent Acquisition contact during an interview.

Physical Requirements & Additional Notices:

If working in a hybrid or fully remote setting, access to reliable, secure high-speed Internet at your home office location is required.  Proof of such may be required prior to an offer being made.  It is the Employee’s responsibility to maintain this Internet access at their home office location.

The following is a general summary of the physical demands and requirements of an Office/Clerical/Professional or similar job, whether completed remotely at a home office or in a typical on-site professional office environment. This is not intended to be an exhaustive list of requirements, as physical demands of each inidual job may vary.

• Regularly sits at a desk during scheduled shift, uses office phone or headset provided by the Company for phone calls, making outbound calls and answering inbound return calls using an office phone system; views a computer monitor, types on a keyboard and uses a computer mouse.

• Regularly reads and comprehends information in electronic (computer) or paper form (written/printed).

• Regularly sit/stand 8 or more hours per day.

• Occasionally lift/carry/push/pull up to 10lbs.

Machinify is a government contractor and subject to compliance with client contractual and regulatory requirements, including but not limited to, Drug Free Workplace, background requirements, and other clearances (as applicable). As such, the following requirements will or may apply to this position:

• Must submit to, and pass, a pre-hire criminal background check and drug test (applies to all positions).   Ability to obtain and maintain client required clearances, as well as pass regular company background and/or drug screenings post-hire, may be required for some positions.

• Some positions may require the total absence of felony and/or misdemeanor convictions. Must not appear on any state/federal debarment or exclusion lists.

• Must complete the Machinify Teleworker Agreement upon hire and adhere to the Agreement and all related policies and procedures.

• Other requirements may apply.

All employees and contractors for Machinify may and/or will have access to Sensitive, Proprietary, Confidential and/or Public data. As such, all employees and contractors will have ownership and responsibility to report any violations to the Confidentiality and Integrity of Sensitive, Proprietary, Confidential and/or Public data at all times.  Violations to Machinify's policy related to the Confidentiality or Integrity of data may be subject to disciplinary actions up to and including termination.

Machinify is committed to the full inclusion of all qualified iniduals. In keeping with our commitment, Machinify will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if you believe a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Machinify’s Human Resources team to discuss further.

Our ersity makes Machinify unique and strengthens us as an organization to help us better serve our clients. Machinify is committed to creating a erse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, age, religion, gender, gender identity, sexual orientation, pregnancy, age, physical or mental disability, genetic characteristics, medical condition, marital status, citizenship status, military service status, political belief status, or any other consideration made unlawful by law.

Title: Senior Finance Manager FP&A - Product Business Partner

Location: Remote United States

Job Description:

Job Title:

Senior Finance Manager FP&A - Product Business Partner

About Trellix:

Trellix, the trusted CISO ally, is redefining the future of cybersecurity and soulful work. Our comprehensive, GenAI-powered platform helps organizations confronted by today’s most advanced threats gain confidence in the protection and resilience of their operations. Along with an extensive partner ecosystem, we accelerate technology innovation through artificial intelligence, automation, and analytics to empower over 53,000 customers with responsibly architected security solutions.

Role Overview:

The Trellix Finance team is looking for an accomplished, Senior Finance professional who is prepared to make a difference. Finance Manager, Product Business Unit Partner will directly partner with business leaders of our Product Organization to influence and increase operations. Whether it's modeling business scenarios or tracking product financials, or analyzing operating expenses, your work will be used by our leaders to make strategic decisions. We are looking for a partner to use finance to solve product, engineering, and general challenges.

About the role:

• Provide analytical, modeling, and general financial planning support to the Product function.

• Analyze strategies, programs, and the success of products and measure the financial effects of new product launches

• Analyze factors to support commercial decisions and investment opportunities, and ensure appropriate financial and business risks have been evaluated

• Partner with GTM and channel teams to develop standardized financial & operational measurements.

• Evaluate expenses against the P&L and work with your partners to make sure the product roadmap is achievable from a financial standpoint

• Work collaboratively on data needs/reporting with groups including Pricing, Product Management, Engineering and Operations

• Assess and analyze important SaaS Metrics

• Conduct activities with broad application of principles, theories, and concepts in finance.

• Use and exercise different theoretical and practical solutions to problems that require a high degree of innovation and creativity.

• Develop working knowledge of the software and security industry.

• Improve our decisions through analysis, debate and understanding of partners and finance.

• Return on investment analysis for any major spend requests

• Oversee financial modeling and assist with deck creation for any investment cases the team wants to present

• Build relationships with internal customers, meet requirements of financial controls, act as a trusted financial partner.

About you:

• Bachelor's degree in Finance or Business or related field with 6+ years of relevant analytical experience preferably in Tech / SaaS Product Finance.

• Budgeting/forecasting/modeling skills

• Experience presenting to senior leadership and executives.

• Experience working in a matrix environment.

• Clear thinking; experience building scalable models and processes.

• Experience with Adaptive Planning

Company Benefits and Perks:

We believe that the best solutions are developed by teams who embrace each other's unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.

• Retirement Plans

• Medical, Dental and Vision Coverage

• Paid Time Off

• Paid Parental Leave

• Support for Community Involvement

We're serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Title: Principal Software Engineer

Location: US

Job Description:

time type

Full time

job requisition id

JR-000197

Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States that helps clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami’s Mobile App Platform has been certified by J.D. Power for providing clients with “An Outstanding Mobile Banking Platform Experience.”

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). Through our bold investments in technology and people, we empower our clients to grow confidently, adapt quickly, and build thriving digital banking communities through tailored experiences for over 19.5M users.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

Follow us on Glassdoor and Linkedin!

Position Overview:

Alkami is seeking a dynamic Principal Software Engineer to spearhead our design process from start to finish. Lead the charge in crafting architectural design patterns that align with our strategic product goals at the enterprise level. Showcase your deep technical domain knowledge by taking ownership of multiple enterprise product features, ensuring end-to-end excellence. As a key strategic player, you'll be instrumental in maintaining and enhancing these features. Our team is about doing it right and getting it done.

Key Responsibilities & Duties:

• Deliver highly scalable, available, and fault-tolerant production applications using event-driven architectures powered by Kafka, Kinesis etc.

• Build architecture design of event-driven, event-streaming and CDC-powered Database platforms for Alkami

• Own the definition, design, development, delivery and quality for large feature sets, subsystems, or products

• Help prevent and investigate production issues especially around our event-driven, event- streaming and CDC-powered database systems

• Ensure architecture and design of systems follows best practices at Alkami

• Influence product roadmap, and take ownership and responsibility for our event-driven and streaming infrastructure which supports big-data processing

• Lead code/design reviews to ensure smooth daily operations and accurate planning 

• Participate in the entire application lifecycle, focusing on coding and debugging

• Write clean code to develop functional applications

• Identify bottlenecks in systems and optimize performance

• Liaise with developers, designers and system administrators to identify new features

• Manage cutting-edge technologies to improve legacy applications

• Gather and address technical and design requirements

• Set up and maintain environment configurations and monitor system health with deep experience in open telemetry, Prometheus, Grafana, cloudwatch etc.

• Contribute as a Technical Team Lead by mentoring and training other engineers, lead sprint planning, delegating work and assignments to team members and participate in project planning

• Provide training, mentoring and support to internal teams

• Introduce and enhance tools to allow greater automation and operability of services

• Interface with customers and other business stakeholders to effectively deliver software products that meet their needs

• Establishing and maintaining standards for the engineering organization

Qualifications:

• Bachelor’s degree in computer science, math or engineering or equivalent work experience

• Requires a minimum of 15 years of related experience in software development, or equivalent or 12 years and an advanced degree

• Experience in FinTech, BankTech or the Banking industry is required.

• Possess expert knowledge in performance, scalability, distributed architecture, and engineering best practices

• Strong programming skills in an object-oriented language such as Java or C#, with proven work experience as a full stack developer

• At least 7 year’s experience working in AWS cloud across multiple technologies such as Kubernetes, EC2, RDS, Aurora, CloudWatch, Terraform, ELB’s, EKS, ElasticCache, EMR and AWS Glue.

• At least 7 years' experience working with RDBMS, e.g., Postgres, AWS Aurora, MySQL and NoSQL technologies including expertise with CDC, Debezium, Partitioning etc.

• Deep experience working with Kafka, Spark and other big-data technologies

• Deep experience with IoC frameworks such as Spring Boot etc

• Highly proficient in API fundamentals and best practices, REST API architecture

• Experience working with modern JavaScript frameworks like React and Angular, HTML, and CSS

• Experience and familiarity with mobile application development. 

• Advanced experience developing and deploying applications for Cloud Native Infrastructure and following best practices, using CI/CD tools, Terraform, Gitlab, Open Telemetry, Grafana, Prometheus, CloudWatch, Kubernetes etc

• Deep Experience building applications in microservice architecture with API-first mindset. 

• Collaborates effectively within the agile framework  with a problem-solving attitude and willing to take a variety of approaches

• Excellent analytical and time management skills, with a proven ability to deliver cross-organization impact independently

• Proven ability to work cross-functionally, experience with planning and leading complicated technical projects that work with several teams within the company.

• Excellent leadership, written and verbal communication skills

• In-depth understanding of the entire software development process (design, development and deployment)

Desired Skills:

• Master’s degree in engineering, technology or related field

• Experience working with SaaS offerings in the technology and financial industries

• Experience building and deploying applications on Amazon Web Services

• Origination: Digital Account opening, Loan origination systems, KYC and onboarding

• Card Management

• Payments: ACH, NACHA, RTP and Wires

• Fraud systems

• Cores

Cool Things to Know

Not Just Any Company: Alkami has an awesome erse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

The Important Stuff

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and inidual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

#LI-REMOTE

J.D. Power 2024 Mobile App Platform Certification Program__SM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.

Title: Accounts Payable Manager

Location: United States

Job Description:

Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities. Our mission is to responsibly decarbonize the grid and make North American energy markets more affordable, sustainable, and efficient. Aypa is well-capitalized and uniquely positioned to lean forward on projects with well-suited deal structures to meet our customers’ needs. We have been at the forefront of energy storage development since our first energy storage project came online in 2018. As a leader in our industry, we have over 22 GW of utility-scale energy storage and hybrid renewable energy projects in development and 33 projects in operation or construction across North America. 

We are seeking an experienced Accounts Payable Manager to lead the accounts payable function, reporting to Controller. This team is mission critical to how investment funds get deployed into renewable energy projects, and provides an incredible opportunity to learn the ins/outs of the industry. The ideal candidate will have a strong understanding of accounts payable systems and best practices, including an understanding of multi-entity, multi-project environments (including multiple currencies).  The ideal candidate will have experience dissecting contracts and scrutinizing invoice details to ensure accurate GL coding, combined with excellent organizational and communication skills. A high level of self-motivation and efficiency is essential.  

Responsibilities: 

• Oversee all aspects of accounts payable, managing, leading, and mentoring the A/P team while fostering a culture of continuous improvement and efficiency;
• Actively participate in daily operational tasks alongside managing the team, demonstrating willingness to engage in the ‘hands-on’ work necessary for the team’s success;
• Ensure accurate and efficient processing of accounts payable and accrual entries in a multi-entity, multi-currency setting through the project lifecycle;
• ]Ensure effective implementation of the invoice approval policy and process in coordination with department leads;
• Ensure billing terms and conditions, vendor/purchase order/invoice records align with contractual agreements;
• Lead vendor onboarding and relations, purchase order/invoice processing, and payment disbursements;
• Administer employee expense reimbursements;
• Oversee the preparation and analysis of A/P reports, providing insights into cash flow management and expenditure trends;  
• Tying out AP agings and subledgers to the general ledger; 
• Collaborate with other departments to improve the A/P process, implement best practices, and integrate new software as needed;
• Assist in the implementation of a Purchase Order system and integration with invoice processing and accounting ERP;
• Support annual financial statement audit requests, and lead FOrm-1099 reporting;
• Actively research and pursue system upgrades and integrations with AP systems and other company systems;
• Prepare ad hoc analyses and perform other duties as required or assigned.

Key Qualifications: 

• 7-10 years experience in accounts payable management, preferably within the renewable energy sector or similar complex environments (real estate or other project finance settings);
• Bachelor’s degree in Accounting, Business Administration, or related field is preferred, but not required;  
• Familiarity with multi-entity and multi-currency accounting practices, including inter-entity billing; 
• Strong understanding of accounting principles and complex coding systems;
• Excellent leadership skills with the ability to manage and develop a high-performing team;
• Exceptional organizational and communication skills, both verbal and written;
• Detail-oriented with a strategic mindset and a commitment to process improvement;
• Experience with Sage Intacct and Stampli preferred;
• Experience with automated bank payment systems and banking implementations;
• Experience implementing or managing procurement/supply chain management systems.

Systems Currently Used in the Accounting Environment: 

• Microsoft Office, including SharePoint, Outlook, Word, Excel, and PowerPoint;
• Sage Intacct with multi-entity consolidation and multi-currency;
• Stampli invoice approval workflow, integrated with Intacct;
• Expensify employee expense tracking and approval, integrated with Intacct;
• FloQast controls management.

Compensation and Location: 

Salary****: A base salary commensurate with experience.

At Aypa, we nurture and support a highly erse team and actively seek to advance fair and inclusive practices in all aspects of what we do. We hire passionate, dedicated, and forward-thinking iniduals from different backgrounds and value unique perspectives and experiences. With a focus on belonging, we are committed to providing an inclusive environment for all.

Title: Director of Accounting (Japanese and English Language Skills)

Location: United States

Job Description:

About Us

At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ’s merger with Coleman Research, a trusted expert service provider with over 20 years of experience, VISASQ/COLEMAN offers tailored consulting solutions for consulting firms, asset management funds, and corporations seeking primary research insights.

Our mission is to eliminate barriers to knowledge by facilitating direct exchanges of critical insights across industries. We take pride in utilizing our comprehensive internal database of qualified experts, along with our ability to custom recruit specialists for each project, ensuring our clients receive timely and relevant information to inform their decision-making processes.

With offices in Phoenix, Raleigh, New York, London, Reading, Hong Kong, Singapore, and Japan, we empower our clients to navigate complex markets and gain a competitive edge. Join us in revolutionizing informed decision-making by transforming how businesses access expert insights.

For more information, visit our website.

The Opportunity:

VisasQ is a leading expert network service company listed in Japan. From the perspective of the consolidated parent company in Japan, you will oversee all accounting operations of the U.S. subsidiary, and be responsible for accurate and timely consolidated financial reporting, the establishment and operation of effective internal controls, and the provision of strategic financial analysis to management.

Reporting Line: VP of Accounting and FP&A of the Japanese parent company

Key Responsibilities:

●Lead the preparation of the consolidated financial statements package.

Required Qualifications:  

• Bachelor's degree in Accounting or Finance.

• Knowledge of Japanese Generally Accepted Accounting Principles (J-GAAP) and U.S. Generally Accepted Accounting Principles (US GAAP).

• Over 7 years of practical experience in accounting and finance, especially experience negotiating with audit firms.

• Practical experience in consolidated financial statements.

• Experience using accounting/ERP systems (e.g., SAP, Oracle, NetSuite, Microsoft  Dynamics, etc.).

• Experience with analysis and practical application using Microsoft Excel.

• Excellent analytical, problem-solving, and communication skills.

• Business-level English proficiency.

• Business-level Japanese proficiency.

Preferred Qualifications:

• Certified Public Accountant (CPA) license.

• Work experience at a U.S. subsidiary of a Japanese or foreign-affiliated company.

• Practical audit experience at an audit firm.

• Knowledge and experience with J-SOX (Japan's internal control reporting system).

• Knowledge of Japanese Generally Accepted Accounting Principles (J-GAAP) and International Financial Reporting Standards (IFRS).

Why Join Us?

At VISASQ/COLEMAN, we are committed to your professional growth and success. Our employees are our most valuable assets, which is why we offer:

• Competitive Compensation: Benefit from a rewarding compensation package that includes performance-based commission earnings and/or discretionary bonus, which may be awarded on monthly, quarterly or annual basis, depending on your role.

• Excellent Health Benefits: We offer highly competitive coverage on insurance premiums, and for those enrolled in a qualifying HDHP, we also provide employer HSA contributions.

• 401K Contributions: Planning for your future? We’ve got you covered!

• Flexible Working Environment: Choose between working in the office or remotely 50/50 with our hybrid work policy or remote for select roles.

• Generous Time Off: Enjoy Responsible Paid Time Off, 7 sick days, and observe 12 holidays off.

• Parental Leave: Take time off to support and bond with your growing family, ensuring new parents have the opportunity to adjust to their new roles.

• Ongoing Learning and Development: Our training aligns with our core values, ensuring you have the resources and skills to excel throughout your career.

• Team Engagement: Participate in regular team outings and social events, and receive tenure gifts to celebrate your journey with us.

• Employer Provided Technology: All necessary technology will be provided to facilitate your work.

• Corporate Social Responsibility Days: Take the opportunity to give back to your community during paid service days.

A Director of Accounting salary compensates them for all hours worked, which may vary from week to week. Director of Accounting carry an FLSA-exempt status and are not eligible for overtime pay.

Equal Opportunity Employer:

Title: Workday Financials Senior Principal Consultant, Record to Report - Global AMS

Location:

USA - United States - Remote

time type

Full time

job requisition id

JR-15837

Job Description:

The Workday Financials Senior Principal Consultant, Record to Report– Global Application Managed Services (AMS) is a well experienced post-production professional who is dynamic, fast-paced, and familiar with the managed services construct. As a Workday Financials Senior Principal Consultant, Record to Report, you will bring your functional skills, ability to keep the business context in sight, and roll-up-your-sleeves work ethic to a team with a positive, can-do attitude, a collaborative culture, and a passion for helping our clients to be successful.

Key Responsibilities:

• Onshore functional lead who leads Financials workstream, specifically Record to Report for the assigned set of accounts
• Apply and execute various AMS & Implementation methodologies/activities in these Workday Financials engagements.
• Should collaboratively work with the GDC team on day -day activities, incidents, root cause analysis and other work requests.
• Provides on-call support and holiday coverage as required.
• Deep knowledge in SLA constructs and adherence
• Coordinate with external and internal stakeholders to create high business impact.
• Contribute to the operational efficiency of the Workday practice.
• Proactively identify and develop reporting dashboards to improve Workday utilization, creating solutions that support metrics for FINS and the business at large.
• Work with clients to identify/resolve all issues that could impact project scope and/or timeframe.
• Maintain the Workday platform with a focus on reporting (including scheduled reports), business process maintenance, security administration, data loads and data audits.
• Ensures system design fits the needs of the user. 
• Comfortable with leading multiple tasks and projects simultaneously, prioritize tasks effectively, and thrive in a fast-paced, dynamic environment. 
• Ability to ensure team delivers the project deliverables on time and do consistent timely reminders with vendors and project team.
• Drive continual business processes improvements throughout the organization.
• Lead a team of Workday consultants across multiple engagements.

Skills & Requirements:

• A Bachelor’s degree (preferably in Computer Science or Engineering) or equivalent experience
• Certification in Workday Financials is required
• Minimum of 5-7 years of experience in Workday report writing & analytics
• Able to multitask and perform a variety of duties.
• Good communication and interpersonal skills
• Willingness to go the extra mile to solve customer problems.
• Good Analytical skills with ability to solve complex incidents, provide suggestions\best practices.

Salary and Other Compensation

Applications will be accepted until 12/31/2025 The annual salary for this position is between $128,093 - $192,140 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant’s discretionary annual incentive program , based on performance and subject to the terms of Cognizant’s applicable plans.

Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical/Dental/Vision/Life Insurance
• Paid holidays plus Paid Time Off
• 401(k) plan and contributions
• Long-term/Short-term Disability
• Paid Parental Leave
• Employee Stock Purchase Plan

Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Why choose Cognizant:

• Entrepreneurial environment that welcomes your ideas
• Opportunity to do great work
• Outreach programs that support communities and tap into your volunteer spirit
• Learning opportunities to help current needs and advancement
• Global operations, with opportunities in North America, Europe and Asia Pacific
• An abundance of Affinity groups to meet your needs

Cognizant Core Values:

• Work as One: We think beyond roles, relying on each other’s strengths to win as a team.
• Raise the Bar: We always aim for excellence in how we work and what we deliver.
• Dare to Innovate: We push boundaries and take chances to reimagine what’s possible.
• Do the Right Thing: We all lead with integrity and always make the ethical choice.
• Own It: We own the outcomes for our company, colleagues, and community.

Title: Senior Payroll Accountant

Location: Baltimore, Maryland, 21201, United States

Job Category: Administrative

Requisition Number: SENIO001148

• Full-Time
• Hybrid

Job Description:

Join our dynamic team that makes a difference in Baltimore City! As a Senior Payroll Accountant at BHSB, you'll handle bi-weekly payroll processing, general ledger maintenance, 403B contributions and financial reporting. Requires accounting degree, 5+ years' experience, prior knowledge of accounting and routine accounting procedures, strong attention to detail, and proficiency in Microsoft Office. You will collaborate with Human Resources and Finance teams and ensure financial accuracy and compliance. We value integrity, equity, innovation, collaboration, and quality, offering a flexible work environment and generous benefits that promote growth and work-life balance.

The position of Senior Payroll Accountant, in coordination with other team members, is responsible for ensuring accuracy of financial documents and processes, as well as compliance with relevant laws and regulations. The position assists in maintenance of general ledger, process payroll, prepare and transmit 403B funds and assists in the preparation of various financial reports and schedules for Management. Additionally, the position participates in evaluating financial operations to recommend best-practices, identify issues and strategize solutions, and help the organization run efficiently. The position regularly collaborates with members of the Finance department and members of the Human Resources team, as well as provides customer service to all staff members with regard to payroll.

Essential Functions

• Process bi-weekly payroll so it is completed timely, accurately and of high quality.

• Address and resolve any payroll inquiries from staff

• Create and input payroll journal entry into the general ledger

• Keep Payroll processing files and registers

• Prepare and transmit 403(B) contributions and employer match amounts to retirement plan vendors every 2 weeks

• Ensure accuracy of W2s performed by payroll company

• Review all AP

• Ensure all manual checks have dual check signatures, most checks are processed electronically through PNC Bank and require token approval by controller and CFO

• Do accrual entries for all payroll and pension liability accounts

• Keep a file of all Journal Entries

• Process Monthly Provider Payments and Repayee Client Payments

• Various Bank Reconciliations

• Prepare and process company 1099s

• Assist with 403b Audit and regular annual audit

• Reconcile small grants (exa. RWJ and Judge Cooksey)

• Provide support and guidance for payroll to all staff members

• Collaborate with Human Resources and members of the Finance department to ensure timeliness, accuracy and optimized work processes and procedures.

• Collaborate with Human Resources on payroll and benefits

• Manage multiple tasks and deadlines and prioritize workload to ensure timely and accurate processing. 

• Analyze data and trends to budget and forecast. 

• Identify discrepancies and work through challenges, implementing effective solutions. 

• Efficiently manage time to meet deadlines

Other

• Work effectively and collaboratively with others, both internally and externally to BHSB.  

• Foster open and honest dialogue within and across teams and between colleagues who have different backgrounds. Engage in honest dialogue and navigate conflict in day-to-day interactions.     

• Uphold and operationalize the values of BHSB, which are Integrity, Equity, Innovation, Collaboration and Quality.  

• Consistently work to apply a lens of equity, inclusion and anti-racism.  

• Serve as part of BHSB’s disaster response team as needed, in any capacity that is needed.   

• To perform assigned work functions, this position and those it supervises may have access to protected health information (PHI). It is expected that the employee will operate from a place of integrity and assume an ethical obligation to protect the security and confidentiality of all PHI in accordance with BHSB’s policies.  

• An offer of employment for this position at BHSB is contingent upon the results of a thorough background check which will require prior authorization from the candidate.    

• Perform other duties as assigned.   

Experience and Education

• A four year degree in accounting from an accredited college 

• Master’s in Accounting or Finance preferred 

• A minimum of five years of experience in performing accounting work 

• Specialized knowledge of accounting and routine accounting procedures 

• Experience with MIP and Microix Software 

• Attention to Detail and time management 

• Analytical skills 

• Effective communication and customer service skills 

• Problem solving skills 

• Organizational skills to manage multiple tasks and deadlines and prioritize workload to ensure timely and accurate processing. 

• Problem solving skills to identify discrepancies and challenges and to be able to identify problems quickly and implement effective solutions 

• Ability to follow detailed and written instructions  

• Ability to interact in a hybrid/virtual environment  

• Proficient using Microsoft Office Suite Word, Excel, Outlook and PowerPoint and 10-key touch

Supervisory Requirements: This position has no supervisory responsibilities. 

This role may require travel to other locations for meetings and other business-related needs.  Ability to travel locally 10% of the time is required. It is important to have access to some form of transportation to travel to off-site meetings, conferences, and site visits.

Compensation

BHSB values each and every employee as an important contributor to fulfilling the organization’s mission. The ongoing health and wellness of employees is critical to BHSB’s success, and we continuously assess employee benefits, policies and practices to ensure opportunities are available for all people. The organization offers its employees a competitive compensation package which includes base pay, a comprehensive benefits plan and hybrid, family-friendly work practices.

BHSB is an equal opportunity employer and does not utilize practices that give preference to iniduals in hiring or promotion. Salaries are based on the requirements of each job, are non-negotiable and step increases are offered at regular intervals. The starting hourly/ annualized salary rate for this position is $83,9879.33.

The benefits plan includes comprehensive medical, dental and vision coverage, employer paid life insurance, short-term and long-term disability, a 403(b) plan with employer contribution, a choice of 4 FSA plans, an employee paid legal benefit, generous PTO and 13 days paid holiday. In addition, medical plan participants receive an employer paid HRA accessed by a $5,000/$10,000 debit card to cover eligible deductible and copay expenses, depending on chosen coverage.

BHSB - About Us

Behavioral Health System Baltimore, Inc. (BHSB) is a non-profit organization that serves as the Local Behavioral Health Authority (LBHA) on behalf of Baltimore City. BHSB is responsible for planning, managing and monitoring resources, programs and policies within the larger Medicaid fee-for-service system, as well as services directly funded by BHSB through private and public grants. BHSB partners closely with Baltimore City and the State of Maryland to build an efficient and responsive system that comprehensively addresses mental illness and substance use and meets the needs of the whole person. BHSB serves as an “on the ground” expert to support the Maryland Department of Health (MDH), using our knowledge of the behavioral health needs of Baltimore City and services that are available, along with our expertise, to structure the system’s resources to meet the unique needs of our communities. BHSB has connections to other local systems, such as law enforcement, schools, social services, and courts, to ensure there is broad access to behavioral health services across systems and in communities.

Culture

BHSB is intentional about advancing a healthy work environment that builds trust, fosters a sense of belonging, promotes learning, and supports leadership opportunities for all. BHSB uses practices that honor the erse perspectives of all people and cultivate authentic interpersonal interactions based on mutual trust. How BHSB conducts its work internally is directly connected to the organization’s impact externally. The principles that BHSB embraces in its everyday work are flexibility, empowerment, transparency, shared decision making, authentic communication, readily available information, promotion and support of inidual growth, inidual accountability and collective accountability.

BHSB values all people and their experiences, including those who have had prior contact with the legal system. We are committed to providing iniduals with criminal records, including formerly incarcerated iniduals and iniduals with arrest or conviction records, a fair chance at employment.

BHSB also takes steps to proactively prevent and address conflict and discrimination by investing in organizational education to foster the development of an accountable and respectful workplace where all employees are supported and encouraged to do their best work.

Title: Accounts Payable Associate

Location: Houston, Texas

Department: Accounts Payable

Job Description:

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary:

The Accounts Payable Associate is highly visible to Charter Impact clients and therefore, an upbeat personality and customer-service oriented sense of professionalism is a must. The Associate role will deliver front line support to clients via multiple communication channels; contributing and using detailed instructions, established procedures and prescribed guidelines to resolve client Accounts Payable issues. The Accounts Payable Associate is responsible for documenting requisite information for new vendors, processing invoices on a timely basis, determining correct general ledger accounts, requesting and maintaining distribution codes and vendor files, processing weekly check runs and monitoring the electronic filing system for audit trail purposes.

This position is remote to candidates based in AZ, CA, CO, CT, ID, IL, MI, NV, OR, SD, TX, UT and/or WA.

Responsibilities

• • Perform accounts payable duties with accuracy and timeliness to assure that positive business relations with vendors are maintained
  • Act as the first line of internal control by ensuring invoices are approved by proper client personnel
  • Verify availability of cash and perform payment selections
  • Void checks, reissue payments, and reverse invoices as necessary
  • Prepare rush payments
  • Produce accurate data entry and general ledger coding for all invoices for multiple entities
  • Generate accounts payable aging, then send to client as needed
  • Generate weekly check registers, then send to client
  • Maintain recurring payments schedules and leases and ensure timely payment
  • Notify clients of vendor discrepancies/credit memos and ensure client follow-ups
  • Follow up on stale checks/outstanding checks with clients as needed
  • Allocate health benefits and other split expenses and record expense by location
  • Timely resolve inquiries/discrepancies from clients and multiple entities, including correspondence via email and phone
  • Generate use tax reports, then submit to the Accounts Payable Analyst
  • Research and respond to internal and external inquiries related to AP and various expense reports
  • Assist in special projects and year-end audit schedule preparation
  • Perform all work with accuracy and under the specific instructions given by supervisor and/or client
  • Meet all deadlines with minimal follow-up required by supervisor
  • Focus on continued process improvement and increased efficiency for clients using the latest industry developments and technology
  • Perform other duties as assigned

Requirements

• • A high school diploma and two years of related experience, or a bachelor’s degree in business administration, accounting, public administration, or a related field from an accredited college or university.
  • Accounts payable experience is preferred.
  • Knowledge of purposes, methods, and practices of financial and accounting record-keeping.
  • Knowledge of basic accrual accounting principles and procedures.
  • Knowledge of the use of Microsoft Excel.
  • Knowledge of proper English usage and grammar.
  • Ability to work well in a team environment, adapt quickly to change, and communicate in a clear and professional manner at all times.
  • Ability to learn the appropriate rules, regulations, and technical procedures related to processing payments for non-profit organizations and charter schools.
  • Strong attention to detail and the ability to maintain a “zero-error” environment.
  • Ability to understand and carry out directions independently, communicate effectively in both oral and written forms and must be detail oriented
  • Ability to perform arithmetic calculations accurately and rapidly, prepare a variety of accurate financial reports and summaries, and identify and correct errors in mathematical computations and financial documents.
  • Ability to establish and maintain effective working relationships with both clients and Charter Impact staff.
  • Experience with Microsoft Office (intermediate/advanced Excel skills highly desired).
  • Experience with Sage Intacct or other similar Non-Profit Accounting systems is a plus.

What's in it for You?

• • As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.
  • Opportunities to connect: Engage in frequent virtual and in-person team-building events.
  • Incredible colleagues: Work alongside a passionate team making a real impact.
  • Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!
  • Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.
  • Employee Referral Bonus Program:  Earn a bonus for successful referrals.

$20 - $23 an hour

This position has a base hourly rate of $20.00 - $23.00 per hour, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results.

Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Title: Payroll Manager

Location: Remote-USA

Job Description:

About the team

This position offers the opportunity to join Zillow’s highly tenured and accomplished Payroll team, recognized for its deep expertise, operational excellence, and unwavering commitment to accuracy and compliance. This is an opportunity to grow your career as a Payroll Manager while helping shape the future of payroll operations at Zillow. You’ll lead a high-performing team dedicated to ensuring accuracy, compliance, and an exceptional employee experience in every pay cycle. Collaborating closely with partners across multiple departments, you will drive process improvements, strengthen controls, and optimize systems that support Zillow’s continued growth. As a Payroll Manager at Zillow, you’ll bring strategic leadership, operational excellence, and a people-first mindset to a team that values integrity, precision, and continuous improvement. 

About the role

Join Zillow as a Payroll Manager and lead a high-performing team dedicated to delivering an exceptional pay experience for every employee. Your leadership will drive innovation, streamline processes, and shape the future of payroll excellence at Zillow.

You Will Get To:

• Manage and oversee all aspects of payroll processing for U.S.-based employees using Workday Payroll (with ADP banking), ensuring accuracy and compliance.

• Maintain compliance with federal, state, and local payroll regulations, including taxation, wage and hour laws, garnishments, and benefits deductions.

• Partner with HR, Finance, and Accounting to ensure data integrity, proper general ledger posting, and accurate reporting.

• Serve as the Workday Payroll subject matter expert (SME) — manage system configurations, audits, testing, and process updates.

• Lead or support payroll-related projects, including system enhancements, integrations, and policy or process improvements.

• Reconcile payroll accounts and prepare reports for internal audits, external audits, and regulatory agencies.

• Monitor multi-state requirements for new state tax registrations, rate changes, and filings.

• Train and mentor payroll specialists or analysts, ensuring team alignment with best practices and company policies.

• Collaborate cross-functionally to streamline workflows and enhance employee experience related to payroll operations.

This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.

In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $100,900.00 - $161,100.00 annually. This base pay range is specific to these locations and may not be applicable to other locations. In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $95,900.00 - $153,100.00 annually. The base pay range is specific to these locations and may not be applicable to other locations.

In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.

Who you are

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field (or equivalent experience).

• 5+ years of payroll experience, with 3+ years managing Workday Payroll in a multi-state environment.

• Strong understanding of multi-state payroll laws, tax withholdings, and compliance regulations.

• Demonstrated experience managing or contributing to system implementations, upgrades, or process improvement projects.

• Proven leadership, analytical, and problem-solving skills with strong attention to detail.

• Excellent communication skills and ability to partner across departments and levels of the organization.

• Certified Payroll Professional (CPP) designation

Preferred Qualification

• Experience with Workday integrations (HRIS, timekeeping, and accounting systems).

• Familiarity with Canadian or global payroll.

• Proficiency with Excel and payroll analytics.

• Demonstrated ability to manage multiple priorities in a fast-paced environment.

Get to know us

At Zillow, we’re reimagining how people move—through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you’ll be part of a company that's reshaping an industry and helping more people make home a reality.

Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025, and included on the PEOPLE Companies That Care® 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.

No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry—and your career—forward, together.

Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.

Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Title: Bilingual Client Services Analyst

for Japanese Corporate Banking , Los Angeles, CA

Location: 555 South Flower Street

Job Description:

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and erse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Job Summary:

The Japanese Corporate Banking (JCB) Client Services Analyst’s primary responsibility is to assist JCB corporate banking clients in responding their inquiries and requests, determining appropriate pricing of loans and deposits based on the market condition at the time of request and relationship status and instructing middle and back office to book transactions once the rates are agreed upon.  As a JCB Client Services Analyst, you will contribute to the growth of JCB and maximize overall client satisfaction. It is also your responsibility to proactively reach out to the clients in case of irregular activities at their account to resolve any discrepancies as well as funding shortage in order to protect the client fund by acting as the first line of defense protecting the bank’s capital, liquidity, and reputation. JCB Client Services Analyst performs the essential function within the Client Services Department (CSD) of Japanese Corporate Banking (JCB), offering a wide range of services such as loans, deposit, investment, cash management and foreign exchange (FX), and play a critical role to differentiate MUFG’s JCB itself from US local competitors.

Primary Responsibilities include:   

Perform critical Interaction with JCB clients (80%):

• Monitor maturing loans, deposits and foreign exchange (FX) transactions, proactively reaching out to the clients to ensure the client’s funding, saving and forex needs are properly addressed each day
• Determine the rate applicable to the clients based on the relationship status and credit approval conditions and seek funding rates from Global Market Division
• Instructs the back office operations to proceed with booking the transactions once the terms and conditions of the products are agreed upon ensuring those meeting approved conditions confirming sufficient credit capacity,
• Close foreign exchange deals (buying and selling) with all major currencies for spot dates and also set forward option contracts
• Arrange standby domestic/Caymen/money market for various terms and conditions ensuring the rate quoted meeting all internal guidelines
• Improving/maintaining client satisfaction by respond in a timely manner to various client inquiries and requests.
• Deepen awareness and limit the potential for fraud. Investigate any suspicious activities and wire transfers, contacting clients to ensure all funding and fund transfers are properly authorized by registered representatives.
• Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not to lead to overdraft
• Monitor WIP account to ensure every entry should be accounted for to have correct GL data
• Meet with the client to brief on the services CSD provides and support the relationship manager to market JCB’s full service and dedicated client service resources
  Inter-department coordination to address the client request and inquiries and contribute to department management through participation into trainings, projects and maintaining comprehensive data (20%):
• Maintain full understanding of the Bank's internal policies and procedures relevant to credit policies (ACP/ACRP), transaction banking products, acquire knowledge and keep abreast of overall banking operation and products as well as the financial market conditions.
• Work with Transaction Banking Client delivery team to follow up with the client to address any issues.
• Participate in departmental and JCB cross unit projects.
• Update and maintain a variety of databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquires.
• Participate in Kaizen activity to improve accuracy and efficiency of operations and prepare and update CSD operation manuals and procedures, if any.
• Perform duties as assigned by Department Head including, such as:
  • Assist with State, Federal, and internal audits.
  • Investigate and provide solutions for past due and pending items.

Qualification:

• A Bachelor’s degree or have equivalent work experience is required
• Minimum one (1) year of client services work experience in Financial Services industry is required
• Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred
• In-depth knowledge of corporate banking procedures, products and operations (Loan, Deposit, Foreign Exchange, a full suite of transaction banking products, wire transfer, ACH), trade finance products (SBLC, LC, BB BR)
• Excellent communication skills with attention to details and problem-solving capacity is required (Japanese language proficiency is preferred)
• Be able to communicate effectively and build positive working relationships with various internal partners
• Knowledge of basic PC applications (MS Word, Excel and PowerPoint)
• Basic knowledge of accounting principles

The typical base pay range for this role is between $74K - $81K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.

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 skills required of personnel so classified.

We are proud to be an Equal Opportunity Employer and committed to leveraging the erse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an inidual or that inidual’s associates or relatives that is protected under applicable federal, state, or local law.

Title: Financial Advisor

- Sonoma & Napa, CA

Location: 1901 Harrison Street, Suite 1165 Oakland, CA

Job Description:

Who We Are

• We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Financial Advisor

Sonoma and Napa, CA

Who You'll Work With

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. 

About the Role

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. 

Responsibilities

• You will meet with existing and prospective clients to plan their financial future.
• Utilize our company-provided technology and tools to improve your operation.
• You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support

Skills and Qualifications

• High school diploma or GED
• Ideally, you have 2+ years of experience working as a Financial Advisor.
• A proven and successful sales track record.
• You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
• You also have an active state variable life and health license.

Work Location

• This position is currently designated as remote.

Estimated Travel

• May include up to 25% travel.

Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location.In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): Up to 50%

Relocation Provided: No

The Variable Annuity Life Insurance Company

Senior Manager, Accounts Payable/Travel & Expenses

Location: Atlanta, Boston, DC, Denver, NYC, Phoenix, San Francisco, Seattle

Hybrid

Join Axon and be a Force for Good.

At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out erse perspectives from our customers, communities and each other.

Your Impact 

The Senior Manager, Travel & Expense (T&E) and Accounts Payable (AP) will be responsible for the oversight and management of global T&E and AP functions. This includes leadership of international teams, ownership of global employee expense policy, process, and reimbursements, vendor set-up, payments, and management, and a commitment to exceptional customer service. This dynamic leader is expected to identify and implement process improvements in a continuous effort to scale operations and enhance service delivery, with a particular focus on leveraging AI strategically. This role requires strong leadership skills in building global, best-in-class accounting operations teams and fostering effective and collaborative cross-functional relationships.

What You’ll Do 

Reports to: VP, Accounting

Direct Reports: 8-11

Work Location: This role is eligible to be based out of any of Axon's US hub offices (Atlanta, Boston, DC, Denver, NYC, Phoenix, San Francisco, Seattle) and follows a hybrid schedule. We rely on in-person collaboration and ask that team members work onsite Tuesdays through Fridays, with the flexibility to work remotely on Mondays, unless there is an approved workplace accommodation. We believe that connection fuels innovation, and our in-office culture is designed to foster meaningful teamwork, mentorship, and shared success.

Office Locations:

• Boston: Back Bay 

• New York: 5th Street, Manhattan

• Sterling VA: Terminal Drive, Sterling VA

• Atlanta: Peachtree Corners 

• Denver: Wells Fargo Building 

• Scottsdale: HQ 

• Seattle: Metropolitan Park West Tower

• Oversee daily operations of the global T&E and AP functions, including policy compliance, expense report review, reimbursement, and reporting, vendor set-up, invoice processing, and payments.

• Ensure compliance with internal controls, audit requirements, and policy across T&E and AP operations globally.

• Collaborate with global business and cross-functional leaders, including Finance, Payroll, Tax, IT, and Internal Audit, to coordinate workflows, lead M&A integration for procure to pay, and drive operational excellence in T&E and AP.

• Build and develop high-performing global teams, establish scalable processes, and continuously improve efficiency, service delivery, and stakeholder experience.

• Design and oversee KPIs and productivity metrics related to T&E and AP.

• Assist in cross-functional projects such as system upgrades, global policy revisions, SOP enhancements, and implementation of new controls, standards, and technologies.

What You Bring

• 8+ years of progressive experience in finance, accounting operations, or related fields with direct leadership of AP and/or T&E functions.
• BS or equivalent in accounting, finance, or business administration.
• Accounting experience managing through M&A  at complex and fast-paced  multi-national publicly-traded companies
• Experience with T&E and AP systems (Expensify, Workday) and reporting tools (D365, OneStream, Microsoft Office Suite, Sigma).
• Proven ability to drive process optimization and automation, including application of lean, specifically continuous improvement, efficiency and value creation.
• Demonstrated success leading and developing global teams with a strong customer service orientation.
• Strong leadership, communication, organization and technology skills

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

The Pay: Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The starting base pay for this role is between USD 106,875 in the lowest geographic market and USD 171,000 in the highest geographic market. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit www.axon.com/careers/benefits (http://www.axon.com/careers/benefits).

Don’t meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building erse teams that reflect the communities we serve.

Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you’re excited about this role and our mission to Protect Life but your experience doesn’t align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Important Notes

The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions.

Some roles may also require legal eligibility to work in a firearms environment.

We collect personal information from applicants to evaluate candidates for employment. You may request access, deletion, or exercise other CCPA rights at [email protected] or via our Axon Privacy Web Form. For more information, please see the Your California Privacy Rights section of our Applicant and Candidate Privacy Notice.

Axon’s mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon’s impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment.

We are an equal opportunity employer that promotes justice, advances equity, values ersity and fosters inclusion. We’re committed to hiring the best talent — regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances — and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email [email protected]. Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes.

Title: Senior Treasurer

Location: Marousi Attica GR

Type: Full-time

Workplace: Hybrid remote

Job Description:

Are you passionate about working in Renewable Energy Production? Do you have a unique combination of deep interpretation of business acumen and interpersonal skills? Are you an inidual who thrives in a dynamic and collaborative environment?

If you are interested in all the below and driven by challenges, you are a fit to this position! At our company, you will find amazing opportunities to make a measurable difference and achieve your work goals!

We are a leading force in Greece’s renewable energy sector, driving the transition to a sustainable future. Jointly owned by Enel SpA and funds managed by Macquarie Asset Management, we operate a erse portfolio of assets, encompassing wind, solar, and hydroelectric energy projects.

Committed to innovation, the company also invests in integrated energy storage solutions, leveraging cutting-edge battery technology to enhance energy efficiency and reliability.

Established in 2008 as part of Enel Green Power in Greece, we have evolved into an independent entity, owning 66 plants in operation with a total installed capacity of 577 MW and actively expanding our footprint, with another 230 MW of projects under construction or ready to build, and an additional 5.6 GW under various stages of development. 

Discover how Principia is shaping Greece's green energy landscape at  or connect with us on . 

Key Responsibilities

• Prepare liquidity reports for the company and internal purposes, covering cash position, loan undertakings, interest, reconciliations, and other financial data
• Prepare and analyze cash flows to monitor liquidity and manage cash in both the short and long term
• Support and coordinate project and corporate financing processes, including preparing reporting undertakings and monitoring financial covenants
• Communicate with banks and other financial institutions to address various operational and financial matters
• Lead the development and execution of cash investment strategies
• Other ad hoc requests

Requirements

• University degree in Economics or Finance
• At least 5 years of experience in a similar position, preferably within the banking or energy sector
• Knowledge of ERP SAP FI and familiarity with other financial reporting systems
• Excellent computer skills with experience in Microsoft Office (especially excel)
• Fluency in English
• Strong analytical mindset with great attention to detail and problem-solving skills
• Shows initiative, takes ownership, and consistently drives for excellent results
• Effective relationship management; able to work well in matrix corporate environments and under pressure
• Team-oriented decision maker with solid conflict-management capabilities
• Demonstrates advanced time management and planning skills, exercising good judgment and proactively offering solutions and insights

Benefits

• Permanent type of contract
• Hybrid working model
• Collaborative and inclusive company culture
• Competitive remuneration package & benefits
• Private Medical Insurance & Pension Plan
• Food vouchers and quarterly allowance for various cases
• Career & competencies development
• Volunteering & Well-being activities
• A buddy will assist you with your onboarding process

Freelance Financial Content Writer

Remote

Contracted

Freelance

Mid Level

Siege Media is a growing and remote-first organic growth agency!

We are nationally recognized on Inc.’s Best Workplaces list and Inc. 5000 list, highlighting the 5000 fastest-growing private companies. Interested in working with the Siege team? We currently have a spot open for a talented Freelance Financial Content Writer to help us continue to deliver great content for our world-class clients.

Learn more about working at Siege by experiencing our culture on Instagram and checking out our work on Dribbble!

Siege Media values ersity. We encourage people of color, LGBTQIA+ folks, veterans, parents and those with disabilities to apply. Through our “health, then work” philosophy we are committed to helping all people succeed at Siege. If you require reasonable accommodation to complete our application or interview process, please let us know.

Responsibilities

• Conduct keyword research to identify content opportunities for clients
• Write comprehensive articles on a variety of topics including investing, taxes, debt, credit, budgeting, and banking
• Demonstrate the ability to adapt tone and complexity of a piece to speak to the correct audience, as well as align with relevant style guides
• Hit client SEO traffic goals month over month by creating content that ranks and/or generates organic links
• Periodically perform outreach to journalists/bloggers
• Have a firm grasp on writing effective titles for improved CTR and the press
• Nurture and develop relationships with writers, reporters, and web editors
• Demonstrate the ability to implement feedback from editors, clients, and teammates
• Deliver a reliable, solutions-oriented approach to growing the online presence of our clients

Required Skills

• 2-3 years of experience as a content writer, writing finance-specific content (ideally published on reputable news sites or industry blogs, such as Investopedia, Nerd Wallet, Forbes, etc.)
• Extensive knowledge of niche topics including digital currency, financial planning, passive income/side hustles, insurance, and mortgage loans
• Experience writing for the web, with a focus on digital content including long-form guides, how-tos, software/tool roundups, comparison posts, trend reports, and other thought leadership content
• Strong interpersonal skills, with ability to form productive working relationships in a remote environment
• Strong project management skills, with ability to handle multiple projects while still working effectively
• Ability to set priorities, meet deadlines, and work independently
• Close attention to detail and a heavy focus on creating quality content
• Proven ability to generate creative ideas that attract attention on the web

Suggested Skills

• 4-year university degree in finance, economics, or a related field
• Intermediary SEO knowledge with a working knowledge of SEO tools and how they can be used to improve client websites
• Experience collaborating with design teams and giving guidance on design and UX best practices

Facilities Manager

remote type

Remote

locations

Philadelphia, PA

time type

Full time

job requisition id

REQ468268

Remote **Must live in the Philadelphia, PA area**

What this job involves: This position involves proactively managing comprehensive facility services across an assigned portfolio to ensure superior customer satisfaction and operational excellence. You'll be responsible for developing and managing operating and capital budgets, leading erse teams of skilled professionals, coordinating property operations to protect and enhance asset value, and implementing strategic maintenance and capital improvement programs while maintaining compliance with JLL and client standards.

Your day-to-day tasks will include:

• Proactively manage all facility services in accordance with JLL account and client standard processes and procedures

• Develop and manage facilities operating and capital budgets, tracking variances and managing within target parameters

• Lead and manage a high-performing facilities team of erse skilled tradesmen and professionals

• Perform monthly reporting, forecasting and asset management across all assigned sites

• Implement and oversee preventive, ongoing and anticipated maintenance and repair programs

• Manage third-party vendor contracted services, including periodic bidding and insurance updates

• Develop multi-year capital improvement project plans and manage completion of capital projects

• Monitor vendor performance per scopes of work and contractual agreements

Desired experience and technical skills:

Requirements:

• Bachelor's degree or equivalent facilities or property management experience

• 5+ years of facilities management or operations experience

• Knowledge of building systems, HVAC, electrical, mechanical and services

• Superior client relationship management skills

• Strong supervisory and people management skills

• Ability to plan and manage financials within budget and time constraints

• Experience managing multiple vendors and small capital projects

• Computer proficiency with MS Office and Computerized Maintenance Management System (CMMS)

• Excellent interpersonal, communication and organizational skills

• Understanding of commercial leases, routine accounting methods, and trade union protocols

• Ability to travel to sites within assigned area • Availability for 24/7 on-call responsibilities

Preferred:

• Certified Facility Manager (CFM) or other professional licenses or certifications

Schedule: Monday - Friday day shift, with on-call required 24/7 for emergency responses

Location: Remote - but must live in the Philadelphia area.

Estimated compensation for this position:

100,000.00 – 122,000.00 USD per year

This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location:

Remote –Philadelphia, PA

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:

• 401(k) plan with matching company contributions

• Comprehensive Medical, Dental & Vision Care

• Paid parental leave at 100% of salary 

• Paid Time Off and Company Holidays

• Early access to earned wages through Daily Pay

Financial Cost Accountant

• Pickerington, OH
• $80,000 — $100,000

FINANCIAL COST ACCOUNTANT

Retail organization is seeking a Financial Cost Accountant to assist in an interim capacity. Bring your experience with standard cost accounting processes to an engaged and friendly team to make an impact! Salary: $80,000-$100k, DOE

WHY WORK FOR THIS COMPANY:

• Our client is an established, well-known company with a great team environment
• No physical inventories are conducted and work schedule is flexible
• Flexible start/end times and team culture promotes wonderful work-life balance
• Ability to work independently as well as collaborate with other departments
• This Cost Accountant position can be 100% remote on EST – ability to come to local office is required

RESPONSIBILITIES OF THE FINANCIAL COST ACCOUNTANT:

• Review pricing and costing to ensure all material and overhead costs are properly identified, captured, and accounted for
• Support month-end reporting and ad hoc analysis & reporting for cost inquiries
• The Financial Cost Accountant will manage digital inventory, variance, and margin analysis
• The Financial Cost Accountant will assist with budgeting, forecasting, and reporting as needed
• Ensure accurate costing of all units and projects, including evaluating BOM for discrepancies

PREFERRED QUALIFICATIONS OF THE FINANCIAL COST ACCOUNTANT:

• Standard cost accounting experience sufficient to perform duties above
• ERP experience and ability to navigate systems is a requirement for the Financial Cost Accountant
• Excellent communication skills and strong attention to detail
• Retail experience is a plus but not a must

The Financial Cost Accountant position is paying $80,000 – $100,000, DOE

Junior Data Analyst

LocationUS-

ID2025-1449

Category

Data Management

Position Type

Regular Full-Time

Description

The Amivero Team

Amivero’s team of IT professionals delivers digital services that elevate the federal government, whether national security or improved government services. Our human-centered, data-driven approach is focused on truly understanding the environment and the challenge, and reimagining with our customer how outcomes can be achieved.

Our team of technologists leverage modern, agile methods to design and develop equitable, accessible, and innovative data and software services that impact hundreds of millions of people.

As a member of the Amivero team you will use your empathy for a customer’s situation, your passion for service, your energy for solutioning, and your bias towards action to bring modernization to very important, mission-critical, and public service government IT systems.

The Gist…

We are seeking a highly motivated Junior Data Analyst to support a finance transformation engagement for a client within the defense industry. In this role you will support transformative initiatives by partnering with stakeholders to modernize financial processes through innovative technology solutions.

What Your Day Might Include…

• Support financial and operational data analysis to drive audit readiness and compliance across enterprise systems.

• Assist in leveraging data platforms (e.g., Databricks, Tableau, AWS) to derive actionable insights for financial decision-making.

• Collaborate with cross-functional teams to enhance the effectiveness of financial systems and reporting processes.

• Support the review of deliverables to ensure high-quality materials are delivered to clients.

• Assist in identifying technology potential within client environments to improve efficiency and transparency.

• Contribute to data-driven initiatives that enable proactive compliance and traceability across reporting processes.

Qualifications

• Bachelor's Degree in Accounting, Finance, Information Technology, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science or field directly related to the position

• One (1) year of experience

• Basic understanding of data analysis tools and platforms

• Familiarity with federal financial systems and compliance requirements

• Strong analytical and problem-solving skills

• Ability to obtain a Secret clearance

EOE/M/F/VET/DISABLED

All qualified applicants will receive consideration without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Amivero complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Apply

Submit a Referral

Lending Solutions Specialist, Select

locations

Remote - USA

time type

Full time

job requisition id

R-011517

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a erse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose: 

This position is the subject matter expert for their designated business line of products and solutions. Through proactive support and engagement, they provide consultation to Account Executives and Credit Unions to address specific client needs to attract, retain, and grow business within assigned customer accounts in the Select Segment.

Job Responsibilities: 

• Engage and execute with Account Executive for account team planning, prospecting, and pipeline management in assigned customer accounts (territory).
• Work closely with Account Executive and uses tools, processes, and technology to assess customer's current business issues, strategic and tactical goals, and to build a vision and a path for growth and retention of TruStage products, services, and solutions in assigned customer accounts.
• Assist in the pre-qualification, assessment, development and presentation of client specific proposals, contracts, and business reviews.
• Prepare and deliver presentations to clients and other audiences as needed.
• Assist with the negotiations and contracting terms of sales.
• Conduct in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business.
• Understand the competitive environment for the credit union industry together with erse financial and/or insurance services markets.
  • Understand competitor's strengths and weaknesses.
  • Provide thought leadership, competitive analysis, insights and consultations to Account Executive and to customers.
• Communicate with TruStage product leaders in the development of new products, as well as enhancements of existing products.
• Proactively seeks information about marketplace trends to identify opportunities.
• Maintain an understanding and relationship with organizations and associations that support the business needs of customers.
• Develop and deliver industry insight for use in contract strategy.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

• Bachelor's degree in Marketing, Business Administration, Insurance, Risk Management or related field or equivalent work experience.
• 4 or more years of experience and demonstrated success actively marketing, selling, and servicing products and solutions of the financial and/or insurance services industry, with proven record of success utilizing a consultative sales model. 
• Demonstrated in-depth knowledge of financial and/or insurance services industry.  In-depth knowledge of credit union industry preferred.
• Demonstrated ability to quickly develop business relationships and rapport to create a comfortable environment with customers to facilitate and open dialogue.
• Demonstrated ability to quickly learn about new financial and/or insurance product offerings and apply knowledge in a sales setting.
• Ability to integrate technology into sales processes.
• Strong sales background with exceptional verbal, written, listening, analytical, interpersonal, and presentation skills via multiple channels.
• Demonstrated business and financial acumen.
• Demonstrated applied knowledge of credit union/financial institution operations, regulatory issues, and process re-engineering.
• Demonstrated ability to manage ambiguity and experience with situational adaptability; strong account and territory management; self-starter with proven track record of ability to achieve results. 
• Possess or obtain Life & Health Insurance License and Property & Casualty Insurance License within 90 days.
• Up to 10% travel required

#LI-EG

#LI-Remote

If you’re ready to help make a difference, apply today.  A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$81,500.00 - $122,300.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Title: Manager, GTM Finance

Location: San Francisco, CA • New York, NY • United States

Job Description:

Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma’s platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype, translating designs into code, or iterating with AI. From idea to product, Figma empowers teams to streamline workflows, move faster, and work together in real time from anywhere in the world. If you're excited to shape the future of design and collaboration, join us!

The Strategic Finance team is passionate about solving some of Figma’s most pressing business issues. The team is responsible for owning budget, driving annual and quarterly planning processes, allocating and deploying the company's resources efficiently, performing financial analyses, and partnering with teams across the company. The role requires someone who is highly analytical and strategic, a phenomenal communicator, approaches problems in a structured manner, and becomes comfortable with ambiguity. You’ll get meaningful visibility, focus on the highest-priority business issues, and be plugged into every facet of the business.

This is a full time role that can be held from one of our US hubs (SF / NY) or remotely in the United States.

What you’ll do at Figma:

• Lead all ARR (Annual Recurring Revenue), Headcount & Expense planning and forecasting for our Sales business, including annual plans, quarterly forecasts, monthly reporting, and weekly performance reviews

• Define performance measurements, set targets, and develop reporting frameworks that drive accountability and ARR growth

• Drive coordinated quota, capacity, and headcount planning—ensuring resources align with growth targets and regional performance goals

• Manage and mentor a high performing team—providing strategic direction, career development support, and hands-on teamwork to drive team impact

• Develop and present actionable insights and recommendations to senior leadership, including the CFO, CEO, and CRO

• Own and evolve the financial narrative for Figma’s Sales motion in executive and board-level materials

• Bring a builder’s mentality to scaling the Sales Finance function—identifying tools, metrics, and systems that enable better decision-making at scale

We'd love to hear from you if you have:

• 8+ years of experience in investment banking, private equity, strategic finance, business operations, or a related analytical field

• 3+ years of experience leading and developing high-performing teams

• Experience collaborating closely with global Sales and Sales Operations teams to align financial planning, drive insights on pipeline and quota performance, and support strategic decision-making across regions

• Deep experience in financial planning, forecasting, and driving insights through data-driven analysis

• Ability to approach sophisticated problems thoughtfully and develop clear, actionable solutions

While not required, it’s an added plus if you also have:

• Experience at a high growth B2B SaaS company

• Proficiency in SQL

At Figma, one of our values is Grow as you go. We believe in hiring smart, curious people who are excited to learn and develop their skills. If you’re excited about this role but your past experience doesn’t align perfectly with the points outlined in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Pay Transparency Disclosure

If based in Figma’s San Francisco or New York hub offices, this role has the annual base salary range stated below.    

Job level and actual compensation will be decided based on factors including, but not limited to, inidual qualifications objectively assessed during the interview process (including skills and prior relevant experience, potential impact, and scope of role), market demands, and specific work location. The listed range is a guideline, and the range for this role may be modified. For roles that are available to be filled remotely, the pay range is localized according to employee work location by a factor of between 80% and 100% of range. Please discuss your specific work location with your recruiter for more information. 

Figma offers equity to employees, as well a competitive package of additional benefits, including health, dental & vision, retirement with company contribution, parental leave & reproductive or family planning support, mental health & wellness benefits, generous PTO, company recharge days, a learning & development stipend, a work from home stipend, and cell phone reimbursement.  Figma also offers sales incentive pay for most sales roles and an annual bonus plan for eligible non-sales roles. Figma’s compensation and benefits are subject to change and may be modified in the future.

Annual Base Salary Range (SF/NY Hub):

$180,000—$308,000 USD

At Figma we celebrate and support our differences. We know employing a team rich in erse thoughts, experiences, and opinions allows our employees, our product and our community to flourish. Figma is an equal opportunity workplace - we are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity/expression, veteran status**,** or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

We will work to ensure iniduals with disabilities are provided reasonable accommodation to apply for a role, participate in the interview process, perform essential job functions, and receive other benefits and privileges of employment. If you require accommodation, please reach out to [email protected]. These modifications enable an inidual with a disability to have an equal opportunity not only to get a job, but successfully perform their job tasks to the same extent as people without disabilities. 

Examples of accommodations include but are not limited to: 

• Holding interviews in an accessible location

• Enabling closed captioning on video conferencing

• Ensuring all written communication be compatible with screen readers

• Changing the mode or format of interviews

To ensure the integrity of our hiring process and facilitate a more personal connection, we require all candidates keep their cameras on during video interviews. Additionally, if hired you will be required to attend in person onboarding.

By applying for this job, the candidate acknowledges and agrees that any personal data contained in their application or supporting materials will be processed in accordance with Figma's Candidate Privacy Notice.

Title: Collections Analyst

Location: Pawtucket, Rhode Island, US, 02861

Department: Finance

Job Description:

At Hasbro, our mission is to entertain and connect generations of fans through the wonder of storytelling and exhilaration of play. We’re looking for adventurous and curious people who want to explore, experiment, and innovate to come up with the best ideas. Our culture has inspired our erse team of highly skilled, highly creative, and highly committed iniduals for 100 years and we believe the best is yet to come.

Are you proficient in Portuguese and have experience in collections, accounts receivable, or similar positions? We are looking for a Collections Analyst to join our Collections team! The Collections Analyst is responsible for managing and analyzing outstanding accounts receivable to ensure timely collection of payments from retailers and to minimize financial risk for the organization. This role involves direct interaction with customers and internal teams, using analytical skills to resolve issues, and maintain accurate records of all collection activities.

A day in the life of a Collections Analyst:

• Monitor and analyze customer accounts to identify overdue balances and prioritize collection efforts.
• Contact customers via phone, email, and written correspondence to follow up on outstanding payments and negotiate payment arrangements.
• Investigate and resolve payment discrepancies, disputes, or billing issues in collaboration with sales, customer service, and finance departments.
• Prepare and distribute regular aging reports, collection status updates, and ad-hoc analyses to management.
• Maintain detailed and accurate records of all collection activities, communications, and payment commitments in the company’s systems.
• Recommend accounts for escalation, write-off, or legal action as appropriate, following established company policies.
• Contribute to operational improvements and effective methods for collections and receivables management.
• Support month-end and year-end closing processes related to accounts receivable.

What you'll bring:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (or equivalent work experience).
• Proficiency in Portuguese (Brazil) to communicate with customers and teams in the Brazilian market.
• 1-3 years of experience in collections, accounts receivable, or a similar analytical role.
• Strong analytical, problem-solving, and negotiation skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Excel and other financial software; experience with SAP or other ERP systems is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• High attention to detail and organizational skills.
• Strong customer service orientation.
• Experience in collections within a B2B environment is helpful.
• Knowledge of relevant regulations and compliance standards.

We are an Equal Opportunity / Affirmative Action Employer

Hasbro is committed to equality of opportunity in all aspects of employment. We are committed to making all employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, or any other legally protected status.

We will ensure that iniduals 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. If you have a disability and require assistance in this application process and need to request an accommodation, please contact your recruiter or coordinator.

The hourly rate for this position is $55,000.00 to $82,400.00. The hiring range will vary based on factors such as experience, skills, location and market conditions. Additionally, employees may be eligible for annual and long-term incentives as part of their overall compensation package.

Our Comprehensive Benefits Package Includes:

• Health & Wellness: Medical, Dental, and Vision Insurance
• Time Off to Recharge: Paid Vacation & Holidays
• Financial Well-being: Generous 401(k) Match
• Life & Family Support: Paid Parental Leave
• Giving Back: Volunteer & Employee Giving Programs
• Level Up Your Skills: Tuition Reimbursement
• Exclusive Perks: Product Discounts & More!

#LI-Hybrid

Title: Tax Specialist - High Net Worth Clients

Location: Missouri United States

Type: Regular

Job Description:

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Tired of the CPA tax season grind? Look no further!

Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations.

The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner.

What you will do

• Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
• Empower clients to make informed decisions with their tax planning considerations.
• Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
• Stay up to date on tax law changes and communicate the effects to advisors and clients.

What you will bring

• Active CPA license required
• 4+ years of high net worth (HNW) experience
• Experience with tax planning technologies
• Proficiency in MS Excel and Word and BNA Income Tax Planner
• Advanced research skills to assist in providing possible solution for complex client issues

What will set you apart

• Master’s Degree in taxation tax a plus
• A strong desire to engage and effectively communicate with clients daily
• A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently

#PJPW

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of erse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$98,900.00 - $139,700.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on inidual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to ersity.  All iniduals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Remote - Nationwide

Senior Associate, Risk Management- FRM (Hybrid)

Location: Richmond, Virginia | McLean, Virginia

Type: Full-Time

Job Description:

Overview

Senior Associate, Risk Management- FRM (Hybrid)

Capital One is seeking a motivated professional to join the Finance Risk Management (FRM) team as a Senior Analyst. As a member of FRM, the Senior Analyst will play a key role in executing robust and proactive risk management programs, partner with and influence key stakeholders to achieve business value while ensuring Finance is operating within enterprise risk management frameworks, and enable a strong culture of risk management that’s adaptable to a changing environment. 

The Senior Analyst performs a key role within Capital One’s line of defense risk management model, to help ensure corporate initiatives and departmental processes comply with applicable laws, regulations, business requirements and controls. This role is responsible for executing independent control assessments to evaluate the effectiveness of the organization's risk management framework and internal controls. The position involves developing and performing tests across Finance lines of business (LOBs) to ensure risk mitigation strategies are sound and operating as intended. A strong understanding of the relevant regulatory landscape and industry best practices for applying controls within business operations is essential to effectively identify, analyze, and report on potential risks. The Senior Analyst partners with numerous stakeholders and subject matter experts to support FRM’s overall objective of ensuring the Finance Division maintains an effective risk and control management environment.  

Responsibilities:

• Collaborate with cross-functional teams to understand and drive effective risk management practices across Finance

• Design and execute end-to-end control tests for key business processes, validating that controls are performing as designed to mitigate operational and compliance risks in accordance with Enterprise Risk Management methodology

• Document and communicate control test results (including control gaps and failures) and drive remediation for timely closure of identified issues

• Establish and maintain effective engagements with Risk Advisors and Business Partners to provide business value through robust and effective assessments of the control environment

• Identify and drive process improvements within Finance’s operational risk management programs

• Have the ability to think critically, solve complex problems, work independently, and prioritize and manage multiple tasks

Basic qualifications:

• Bachelor’s degree or military experience

• At least 2 years of experience in Risk Management, Control Testing, Compliance, or Audit

Preferred qualifications:

• Previous experience assessing script/code logic in both Python and/or SQL 

• Demonstrated proficiency with risk management concepts and data analysis tools (e.g., Excel, SQL, Python)

• Excellent communication and interpersonal skills with the ability to articulate complex risk concepts to a erse audience

• Previous experience with control testing methodologies, process mapping, and risk assessment frameworks (e.g., COSO)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $109,000 - $124,400 for Sr. Analyst, Capital Markets & Risk

Richmond, VA: $99,100 - $113,100 for Sr. Analyst, Capital Markets & Risk

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Title: Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Los Angeles area region

**Location:**Los Angeles, California; Anaheim, California; Newport Beach, California; Orange, California

Remote

Type: Regular

Job Description:

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal candidate lives in the greater Los Angeles area and is excited to meet with clients in person, if needed.

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. 

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. 

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. 

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. 

What You Will Do

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients

• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients

• Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.

• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.

• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.

• An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.

• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.

• Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.

• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

• Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring

• Bachelor’s degree in business or related discipline or equivalent experience
• 10+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention

What Will Set You Apart

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution

#pjpw

What we offer you

We offer an array of erse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$128,600.00 - $186,425.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on inidual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to ersity.  All iniduals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Remote - Must reside within territory

Title: Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - DC region

Location: WASHINGTON District of Columbia United States

Type: Regular

Workplace flexibility Remote - Must reside within territory

Job Description:

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal candidate lives in the Washington DC area and is excited to meet with clients in person, if needed.

The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. 

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. 

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. 

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. 

What You Will Do

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients

• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients

• Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.

• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.

• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.

• An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.

• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.

• Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.

• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

• Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring

• Bachelor’s degree in business or related discipline or equivalent experience
• 10+ years related work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention

What Will Set You Apart

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution

#pjpw

What we offer you

We offer an array of erse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$128,600.00 - $186,425.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on inidual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to ersity.  All iniduals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Title: Tax Manager

Location: USA

Remote

Job Description:

When you join Renaissance®, you join a global leader in pre-K–12 education technology! Renaissance’s solutions help educators analyze, customize, and plan personalized learning paths for students, allowing time for what matters—creating energizing learning experiences in the classroom. Our fiercely passionate employees and educational partners have helped drive phenomenal student growth, with Renaissance solutions being used in over one-third of US schools and in more than 100 countries worldwide.

Every day, we are connected to our mission by exemplifying our values: trust each other, win together, strive for the best, own our actions, and grow and evolve.

Job Description

At Renaissance Learning, we're in search of a proactive and seasoned Tax Manager with a CPA certification to enrich our tax department. Embracing a remote work culture, we prioritize flexibility and convenience for our team members. If you're a committed professional with a robust background in tax and eager for a fresh opportunity, we invite you to join us. Renaissance Learning is a vibrant organization in a constant state of growth and transformation. Each day presents new challenges and prospects for advancement. Discover the fulfilling journey of working at Renaissance. 

Position Summary: The Tax Manager plays a critical role within the Finance organization and serves as a key partner in managing the Company’s global tax profile. This role oversees the quarterly and annual income tax provision process, leads U.S. federal and state compliance, manages sales/use tax activities, and supports foreign tax matters and strategic planning initiatives. The Tax Manager will act as the day-to-day lead for the tax function, working closely with Finance, Accounting, Legal, Treasury, and external advisors. The role includes direct management and development of the Senior Tax Associate. 

In this role as Tax Manager, you will:

• Lead the preparation and review of the quarterly and annual ASC 740 income tax provision, including deferred taxes, uncertain tax positions, internal controls, and tax footnote support. 
• Partner with Financial Reporting and Accounting teams to ensure accurate and timely recording of tax balances in the general ledger. 
• Collaborate with business leaders, Finance, Treasury, Legal, external advisors, and global tax stakeholders to execute tax aspects of business initiatives, planning, and operational matters. 
• Oversee U.S. federal and state income tax compliance, including returns, extensions, and estimated payments. 
• Coordinate with external advisors and internal teams on foreign tax computations, statutory tax packages, and alignment with U.S. reporting requirements. 
• Support transfer pricing, tax payments, intercompany transactions, and other items recorded in the general ledger. 
• Participate in tax planning, acquisition integration, purchase accounting, and other strategic or ad hoc projects. 
• Conduct research on complex tax issues and effectively communicate findings across the organization. 
• Assist with federal, state, and foreign audits and respond to tax notices. 
• Serve as the primary point of contact for sales/use tax, reviewing returns and addressing inquiries from Sales and Finance. 
• Manage, mentor, and develop the Senior Tax Associate, fostering a collaborative and growth-oriented team environment. 
• Stay current on U.S. and global tax legislative developments and assess impacts to the Company. 
• Leverage accounting and tax technology (e.g., NetSuite, Vertex, CCH AnswerConnect, Power BI, Excel) to enhance efficiency, accuracy, and reporting quality. 
• Communicate effectively with internal teams and business partners to provide high-quality tax support. 
• Assist with miscellaneous tax-related filings such as business/sales tax licenses, CAT tax, W-9s, and certificates of status.

For this role as Tax Manager, you should have:

• Bachelor’s degree in Accounting from an accredited institution. 
• Certified Public Accountant (CPA) required. 
• 7–10 years of progressive corporate tax experience, including a mix of Big 4 and/or relevant in-house experience. 
• Strong technical proficiency in ASC 740, including income tax provisions, deferred tax calculations, and financial statement disclosures. 
• Experience managing U.S. federal and state income tax compliance. 
• Exposure to multistate sales/use tax and foreign tax matters preferred. 
• Proven leadership experience—ability to manage, coach, and develop staff. 
• Strong analytical and problem-solving skills with high attention to detail. 
• Excellent communication and interpersonal skills, with an ability to explain complex tax concepts to non-tax stakeholders. 
• Highly organized with the ability to prioritize and manage multiple projects under tight deadlines. 
• Experience with ERP systems, tax technology (e.g., ONESOURCE Tax Provision and Vertex), and analytical tools (e.g., Power BI).

Additional Information

All your information will be kept confidential according to EEO guidelines. #LI-Remote

The below compensation range is based on national market data and may vary by experience and location. 

Salary Range

$120,500 - $165,700 USD

Benefits for eligible US employees include:

• World Class Health Benefits: Medical, Prescription, Dental, Vision, Telehealth
• Health Savings and Flexible Spending Accounts
• 401(k) and Roth 401(k) with company match
• Paid Vacation and Sick Time Off
• 12 Paid Holidays
• Parental Leave (20 total weeks with 14 weeks paid) & Milk Stork program
• Tuition Reimbursement
• Life & Disability Insurance
• Well-being and Employee Assistance Programs

Frequently cited statistics show that some women, underrepresented iniduals, protected veterans and iniduals with disabilities may only apply to roles if they meet 100% of the qualifications. At Renaissance, we encourage all applications. Roles evolve over time, especially with innovation, and you may be just the person we need for the future!

Equal Opportunity Employer 

Renaissance is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an inidual in any group or class protected by applicable federal, state, or local law.

Title: Benefits Specialist

Location: FL-Lake Mary

Job Description:

Category

Administration

Position Type

Regular Full Time

Remote:

Yes

Position Overview

Power your future with Qualus in our Human Resources department as a Benefits Specialist! We are seeking a detail-oriented Benefits Specialist with expertise in administering employee benefits programs across the United States and Canada. This role ensures compliance with federal, state, and provincial regulations, manages benefit audits, and supports employees with benefit-related inquiries.

Responsibilities

• Administer health, dental, vision, life insurance, disability, retirement plans (401(k), RRSP), and other benefit programs for US and Canadian employees.
• Process enrollments, changes, and terminations in accordance with company policy and regulatory requirements.
• Coordinate with vendors and carriers to resolve discrepancies and ensure accurate coverage.
• Ensure compliance with US regulations (ERISA, ACA, HIPAA) and Canadian legislation (provincial health coverage, employment standards).
• Maintain knowledge of federal, state, and provincial benefit laws and communicate updates to stakeholders.
• Conduct regular audits of benefit enrollments, deductions, and carrier invoices to ensure accuracy.
• Prepare reports for compliance testing, year-end reconciliations, and internal reviews.
• Support annual open enrollment and vendor audits.

Qualifications

• Minimum 3+ years of experience in US and Canadian benefits administration.
• Strong knowledge of US benefit regulations (ERISA, ACA) and Canadian provincial health and employment standards.
• Experience with benefit audits and compliance reporting.
• Proficiency in HRIS/benefits platforms (e.g., UKG Pro, Workday, ADP).
• Excellent communication and analytical skills.

Benefits & Compensation

Qualus benefits offered include Medical, Dental, Vision, Life Insurance, Short and Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Parental Leave, Paid time off, and Holidays, for those who qualify.

The expected compensation range for this position is based upon several factors, including but not limited to education, qualifications, prior relevant work experience and work location.

Company Overview

Qualus is a leading pure-play power solutions firm and innovator at the forefront of power infrastructure transformation, with differentiated capabilities across grid modernization, resiliency, security, and sustainability. The firm partners with utilities, commercial, industrial, data center, and government clients, and renewable and energy storage developers, offering comprehensive solutions through boutique and integrated advisory, planning, engineering, digital solutions, program management, and specialized field services. Qualus also provides software and technology enabled services and develops breakthrough solutions for critical power industry challenges such as distributed and variable resource integration, emergency management, and secure data exchange. The firm has over 1,800 professionals, with offices throughout the U.S. and Canada.

EEO

At Qualus, we believe everyone has value; and that the ersity and inclusion among our teams is what sets us apart for optimal success. We put people first because we care. To view a copy of the Qualus Equal Opportunity and Affirmative Action Policy Statement, click here.

Title: Client Support Specialist

Location:

locations

IL-Illinois - Virtual

MO-Missouri - Virtual

CO-Colorado - Virtual

TX-Texas - Virtual

NY-New York - Virtual

OH-Ohio - Virtual

WA-Washington - Virtual

MA-Massachusetts - Virtual

WI-Wisconsin - Virtual

FL-Florida - Virtual

OR-Oregon - Virtual

MI-Michigan - Virtual

time type

Full time

Job Description:

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

You’ll work in a fast- paced Contact Center where you’ll have meaningful client-focused conversations. As a Client Support Specialist, you’ll be the first point of contact for clients calling in with questions or requests related to their digital banking needs. You’ll deepen relationships by understanding the client’s needs and quickly resolving issues or problems. You’ll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. You’ll educate and assist clients using CIBC digital capabilities. You’re flexible to work from Monday to Friday 8:00am- 7:00pm CST and Saturday from 8:00am- 1:00pm CST.

At CIBC we enable the work environment most optimal for you to thrive in your role. For this role, you will be required to work from home.

Work from Home Program Requirements

• Ability to work independently with a secure workspace, in a room or office with a door that closes it off from noises and distractions. 

• Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right CIBC contacts to enable their financial success.  

• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients. 

• Efficiency – Understand that the client’s time is valuable and effectively complete their request. Strong knowledge of the CIBC systems and products to allow quick resolution of problems.

• Product knowledge - Deeply understand CIBC’s suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within CIBC to assist clients on additional needs 

• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.

Who you are 

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. 

• You’re passionate about people. You find meaning in relationships and surround yourself with a erse network of partners. You achieve trust through respect and authenticity. 

• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve**.** 

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. 

• You engage with your heart and mind. You care about people, and you understand different perspectives. You listen and learn from the experience of others. 

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $52,000 - $55,000 based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

California residents — your privacy rights regarding your actual or prospective employment

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-Illinois - Virtual

Employment Type

Regular

Weekly Hours

40

Primary Recruiter

Anthony Tran

Skills

Compliance Reporting, Compliance Testing, Decision Making, Regulatory Compliance, Risk Assessments, Strategic Advice

Title: Client Support Specialist

Location: USA

Full time

job requisition id: 2527617

Job Description:

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

What you’ll be doing

You’ll work in a fast- paced Contact Center where you’ll have meaningful client-focused conversations. As a Client Support Specialist, you’ll be the first point of contact for clients calling in with questions or requests related to their digital banking needs. You’ll deepen relationships by understanding the client’s needs and quickly resolving issues or problems. You’ll proactively identify opportunities to match clients with the right products and solutions that will enable their financial success. You’ll educate and assist clients using CIBC digital capabilities. You’re flexible to work from Monday to Friday 8:00am- 7:00pm CST and Saturday from 8:00am- 1:00pm CST.

At CIBC we enable the work environment most optimal for you to thrive in your role. For this role, you will be required to work from home.

Work from Home Program Requirements

• Ability to work independently with a secure workspace, in a room or office with a door that closes it off from noises and distractions. 

• Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to offer an exceptional client experience. Engage in client-focused interactions that are meaningful and deliver trusted advice. Provide support for clients by helping them to manage their accounts and products. Connect and refer clients to the right CIBC contacts to enable their financial success.  

• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by understanding the client`s needs and recommending solutions based on their needs. Remain solution-focused in order to identify opportunities to help our clients. 

• Efficiency – Understand that the client’s time is valuable and effectively complete their request. Strong knowledge of the CIBC systems and products to allow quick resolution of problems.

• Product knowledge - Deeply understand CIBC’s suite of products and work with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. Understand and leverage other internal departments within CIBC to assist clients on additional needs 

• Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.

Who you are 

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. 

• You’re passionate about people. You find meaning in relationships and surround yourself with a erse network of partners. You achieve trust through respect and authenticity. 

• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve**.** 

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. 

• You engage with your heart and mind. You care about people, and you understand different perspectives. You listen and learn from the experience of others. 

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $52,000 - $55,000 based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process

California residents — your privacy rights regarding your actual or prospective employment

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Employment Type: Regular

Weekly Hours: 40

Skills

Compliance Reporting, Compliance Testing, Decision Making, Regulatory Compliance, Risk Assessments, Strategic Advice

Title: Client Advisor

Location: Windsor Canada

Req ID: R-0000150387

Type: Part time

Platform: PERSONAL & COMMERCIAL BANKING

Sub Category: Sales and Advisory

Job Description:

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their inidual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Goal-oriented inidual with a demonstrated passion for putting clients first.
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed
• Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Mutual Funds accreditation

Is this job right for you? Check out our video and decide for yourself!

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 111 WATER ST:WINDSOR

City: Windsor

Country: Canada

Work hours/week: 20.5

Employment Type: Part time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has erse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Title: Client Advisor

Location: Alma Canada

Platform: PERSONAL & COMMERCIAL BANKING

Sub Category: Sales and Advisory

Type: Part time

Req ID: R-0000150273

Job Description:

Job Description

What is the opportunity?

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their inidual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target based performance environment, you can build a great career with us as a future Account Manager/Banking Advisor.

What will you do?

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities

• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business

• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions

• Proactively take ownership of resolving and preventing client banking problems

• Cultivate and maintain relationships with partners to work as one RBC team

• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

What do you need to succeed?

Must-have

• Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment.

• Drive and self-motivation, as well as excellent communication skills and emotional intelligence

• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

• Personal flexibility to work flex hours.

• Eagerness to learn and determination to succeed.

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry.

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.

• A world-class training program in financial services

• Excellent career development and access to a variety of job opportunities across business and geographies

• Leaders who support your development through coaching and managing opportunities

• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

500 RUE SACRÉ COEUR O:ALMA

City:

Alma

Country:

Canada

Work hours/week:

35

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has erse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Title: Office Administrative Assistant

Location: Regina, SK, Canada

Job Identification89669

Job CategoryHealth Information

Locations Healthline - Regina

Job SchedulePart time

Position #: 9003575

Union: CUPE

Facility: Healthline - Regina

City/Town: Regina

Department: Healthline - Decision Support & QI

Type: Part-time temporary

FTE: 0.64

Shift Information: Days, Nights, Evenings, Weekends, Stats

Hours of Work: 72 hours per 3 weeks

Relief: No

Float: No

Field Hours: No

Salary or Pay Band: Pay Band 10 $22.020 to $23.550 (3 step range)

Travel Required: No

Job Description: Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies).

Human Resources Exemption: No

Experience

• One (1) year experience in an office environment

Education

• Office Administration certificate

Competencies

• Communication skills
• Interpersonal skills
• Intermediate - Computer skills
• Intermediate - Keyboarding skills
• Basic - Accounting skills
• Organizational skills

Knowledge and Abilities

• Ability to work independently

Other Information

• Official Description at: //www.working-for-health.ca/supportjobevaluation
• Basic medical Terminology certificate, where required
• Scheduled hours of work may be reduced (if applicable) during the rotation stipulated when a statutory holiday is recognized during that period.

About Us

The Saskatchewan Health Authority (SHA) is the largest employer in Saskatchewan, employing more than 45,000 staff in a dynamic healthcare environment. The Saskatchewan Health Authority (SHA) is committed to providing coordinated quality services that are seamless, safe and patient-centred.

Additional Information

Applicants must upload all relevant documents (ex: certificates, diplomas, proof of enrollment, licenses and/or memberships) relating to the qualifications of the position.  By submitting your application, you consent to your application history and talent profile being shared with Human Resources and the applicable hiring team.

Only applicants selected for an interview will be contacted. Those being interviewed are required to bring a valid Criminal Record Check (CRC) to the interview; it must be dated within six (6) months and include a vulnerable sector search. 

We work together to improve our health and well-being. Every day. For everyone.

We are committed to building a representative, erse, inclusive, and culturally responsive workforce.

We are committed to the Truth and Reconciliation Commissions Calls to Action.

We work in the spirit of truth and reconciliation, acknowledging Saskatchewan as the traditional territory of First Nations and Métis People.

Please note:  Only applications that include all required documentation will be considered.

Title: Client Advisor

Location: Tillsonburg Canada

Job Description:

Job Description

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their inidual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Must be able to work all business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address:

121 BROADWAY ST:TILLSONBURG

City:

Tillsonburg

Country:

Canada

Work hours/week:

0

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Casual

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has erse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC.

Title: Accounts Receivable Officer

**Location:**Melbourne VIC, Australia

Job Description:

• Full time hours
• Based in Docklands with hybrid working arrangements
• Salary packaging to reduce your tax and increase your take-home pay

About Us

Australian Red Cross is part of the world’s largest humanitarian movement. We support and empower people and communities in times of vulnerability. We act for humanity.

About the role

The Accounts Receivable Officer contributes to the success of the organisation by enabling customer relationships through the provision of financial operations with the main focus on daily processing & allocation of customer payments, receipting of all donation revenue & debtor/donor management.

The role will require a high level of accuracy and attention to detail to ensure customer/donor and revenue related matters are consistently delivered to a high standard and are processed accurately in accordance with the Australian Accounting Standards (AAS).

What you will bring

• Sound understanding of General Ledger and Accounting processes.
• Highly numerate, with experience in financial spreadsheets and financial reconciliations. 
• Advanced skills in Microsoft Excel is highly desirable.
• Working knowledge and prior experience in Transactions Services or Shared Services teams
• High level of accuracy, attention to detail and organisation.
• Ability to work under general supervision, autonomously and as part of a team within a matrix structure.
• Ability to exercise judgement and initiative within defined policies and practices.
• Relevant qualifications and/or relevant industry skills and experience acquired in Bookkeeping, Accounting, Finance, or a related field.

Benefits that act for you, while you act for humanity.

Financial wellbeing: In addition to your salary, you can take advantage of salary packaging that could provide you with a great way to reduce the amount of tax you pay - and get more from your salary. You can salary package up to $15,900 for living expenses (such as rent, groceries, utility bills); up to $2,650 for holiday accommodation and meals when dining out; Novated car leases; superannuation and purchase additional annual leave.

Further information

This role is covered by the Social, Community, Home Care and Disability Services Award - Level 3. Salary from $76,372.40 + superannuation + access to salary packaging.

For additional enquiries, please contact Peter Rollinson at [email protected] for a confidential discussion. Please note, email is for enquiries only – applications must be received through the links provided for consideration.

While we appreciate all interest in our organisation, we won’t engage with or accept candidates from agencies or consulting firms on this occasion

Job Ref# 12949

Red Cross strives to create a safe and inclusive culture with wellbeing at its centre. We embrace ersity and welcome Aboriginal and Torres Strait Islander people, and people with erse lived experiences, abilities, genders, ethnicities, ages, and sexual orientations. We are a child safe organisation with zero tolerance of any harm to children. Our vision is to be trusted as the leading humanitarian organisation making a genuine difference in the lives of people and communities.

Title: Clinical System Support Officer

Location: Heatherton Australia

Job Description:

Monash Health is a great place to work

Monash Health is Victoria's largest and most comprehensive health service. For more than 170 years, Monash Health and its predecessors have provided safe, high-quality healthcare and service for people at every life stage.

Location: Kingston Centre

Operational Hours: Monday to Friday, 8:00am - 4:30pm

Work Type: Hybrid (office and work-from-home flexibility post training)

Monash Health is seeking a proactive and detail-oriented Clinical Systems Support Officer to join our Clinical Systems Support team. This role supports key systems such as Scanned Medical Records (SMR), Referrals Manager, and Medical Transcription Services, ensuring the confidentiality and accuracy of patient information.

Key Responsibilities:

• Provide responsive support to clinicians and staff across clinical systems
• Assist with internal audits and data quality initiatives
• Support referral management and scanning operations
• Develop and maintain e-forms and smart forms
• Collaborate with internal and external stakeholders to enhance system performance

What You'll Bring:

• Experience with clinical systems and data management
• Strong communication and interpersonal skills
• A team-oriented, flexible, and proactive approach
• Commitment to quality, confidentiality, and continuous improvement

Why Join Us? Be part of Victoria's largest public health service, where integrity, compassion, accountability, respect, and excellence guide everything we do. Enjoy a supportive team environment with opportunities for growth, innovation, and hybrid working arrangements.

For a confidential discussion and to explore the opportunity further, please call Loretta Kennedy on 0400 528 819.

Position Description can be found here

We recognise the value of equal employment opportunity. We are committed to patient safety, promoting fairness, equity and ersity in the workplace and to Child Safe Standards. At Monash Health we are relentless in our pursuit of excellence and work to our six guiding principles and our five ICare values.

How to Apply

Applications are accepted via the Monash Health online EHub system. For information including how to apply and probity check requirements, please click here for the 'Application Guide'

Applications will be screened upon receipt and selection activity may commence prior to the closing date.

Applications Close: 5 December, 2025

Internal Auditor

Location: Sydney Australia

**Work type:**Full-Time

Total remuneration package:$113574 - $125720

Job Description:

Internal Auditor

Join our Internal Audit Branch at Ministry of Health for an exciting ongoing employment opportunity and be part of the team enriching health in many ways every day.

About us

• We offer robust development and growth support to all our employees and a healthy work-life balance with flexible/hybrid working hours.
• Our core values of collaboration, openness, respect, and empowerment are more than just words - they're the guiding principles that shape every aspect of our work.
• Build your career in Internal Audit by joining a passionate team dedicated to innovation and adding value to the organisation.

About this role

With your skills and experience, you can contribute to the many ways we're enhancing health and wellness while developing your career as part of the largest health organisation in Australia.

This role is ideal for iniduals with a solid foundation in internal audit and auditing practices, who are confident communicators, strategic thinkers, and passionate about delivering meaningful outcomes.

At the Ministry, we empower our people to grow through ongoing professional development and foster a culture built on integrity, collaboration, and innovation.

As an auditor, you will help strengthen management and accountability within NSW Health by participating in audits and assurance engagements.

You will demonstrate strong organisational skills, a growth mindset, and a commitment to continuous learning and personal development

Auditors typically work as part of a small team, completing assigned audit tasks under the guidance and supervision of senior staff.

Success in this role will depend on a combination of your auditing experience, strong communication skills, and alignment with our organisational values.

Crown Clerk 7/8, starting salary from $113,574 to $125,720 plus Super and annual leave loading, with a 35-hour work week.

For more information, please read the full Role Description

What you'll be doing

• Conduct audits e.g. information systems, compliance, financial, operational, and assist in investigations to provide the Secretary, senior management and other key stakeholders with an assessment of risks, the adequacy and effectiveness of internal controls, and compliance with policies and statutory requirements.
• Assist with the provision of assurance and advisory activities to enhance the Ministry's risk management, control and governance processes.
• Assist the branch in enhancing the use of technology in audit planning, execution and reporting.
• Identify trends and emerging issues and highlight opportunities to improve business practices across the organisation.

About you

We are seeking motivated and committed iniduals who can support the work of NSW Health with:

• Demonstrated experience in Internal Audit with a proven ability to successfully plan and perform concurrent assignments within established deadlines.
• Relevant tertiary qualifications or demonstrated professional experience with willingness to pursue membership and further qualifications from recognised professional bodies (e.g. CPA, CA ANZ, IIA, ISACA).
• Understanding of emerging technologies including artificial intelligence (AI) and cybersecurity principles, and their implications for organisational risk, compliance, and service delivery.
• Proven experience in conflict resolution strategies and a proven ability to work collaboratively across teams and stakeholders to achieve shared outcomes.
• Proficiency in data analytics, including the ability to leverage data to support audit planning, execution, and reporting.

Manager Financial Planning and Analytics

Location: Sydney Australia

Job Description:

Manager Financial Planning and Analytics

Employment Type: Permanent Full Time

Position Classification: Health Manager Level 5

Remuneration: $173,345 - $193,906, plus Superannuation

Location: 1 Reserve Road, St Leonards NSW, in a hybrid working environment

Hours Per Week: 40

Requisition ID: REQ623460

Join the Financial Planning and Analytics branch at NSW Ministry of Health and be part of the team driving continuous improvement in how the health system delivers quality care to the people of NSW.

About us

This is an exciting opportunity to contribute to shaping the future of healthcare funding and financial sustainability across the state. You will join a dynamic and purpose-driven team committed to improving outcomes through financial innovation, strategic insights, and evidence-based decision-making.

About the role

We are seeking an experienced and motivated Manager, Financial Planning and Analytics to join our high-performing team within the Financial and Corporate Services Division.

In this pivotal role, you will lead and support key finance transformation and revenue initiatives that directly contribute to better value care, improved health outcomes, and informed decision-making across NSW Health.

Reporting to the Executive Director, Financial Planning and Analytics, you will provide high-level strategic, analytical, and program management support across several key initiatives, including:

• Delivery of agreed actions with Private Health Insurers (PHIs) to support the resumption of payments for single room accommodation rates.
• Financial analysis and support for bilateral negotiations with the Commonwealth under the Pharmaceutical Reform Agreement (PRA), including cost-benefit assessment and modelling.

This role is ideal for someone who thrives in complex environments, enjoys influencing outcomes across erse stakeholders, and is passionate about driving financial sustainability across the public health system.

About you

You are an accomplished professional who excels in complex and fast-paced environments. You bring strong analytical, program management, and stakeholder engagement skills, and can confidently advise senior leaders on financial strategies and performance outcomes.

You will demonstrate:

• Proven experience delivering complex, high-profile, system-wide programs and projects across their full lifecycle, including reporting, risk management, and providing expert advice to senior executives.
• Capability in building and leading collaborative partnerships with senior stakeholders within and across organisations to achieve shared objectives.
• Thorough knowledge and understanding of the NSW Health system, particularly in relation to financial and operational management within the Ministry of Health and its controlled entities.

To be successful in this role, you will also have demonstrated ability in:

• Managing complex and sensitive consultations and negotiations with erse stakeholders, including the Commonwealth and external partners, within agreed timeframes.
• Identifying interdependencies across programs and projects and balancing competing priorities to ensure effective delivery of objectives.
• Providing leadership, direction, and operational oversight to maintain an innovative, high-performing, and customer-focused work culture.

Our commitment to Diversity and Inclusion

At the Ministry of Health, we are committed to creating a erse, inclusive and flexible environment which reflects the community and customers we serve. We actively promote the employment of women, people with a disability, Aboriginal and Torres Strait Islander peoples, LGBTIQ+ community and people from culturally and linguistically erse backgrounds.

If you identify as Aboriginal or Torres Strait Islander and would like assistance with your application or to obtain more information on how to apply, please visit The Stepping Up Initiative.

To be eligible for employment in these roles you must be an Australian citizen, or a permanent resident of Australia, or a New Zealand citizen with a current New Zealand Passport, or hold a valid visa with permission to work in Australia.

Additional information

• This is a temporary role and there may be opportunities for ongoing employment at grade.
• Please note the selection process will include a range of merit-based techniques to assist in determining your suitability for the role.

Title: Director, Head of Treasury Markets AG

Job Location: Frankfurt, DEU

Job Description:

Requisition Number: 44248

Work Type: Hybrid Working

Employment Type: Permanent

We are seeking an outstanding Director, Treasury Markets to lead our front-line markets execution ision. Treasury Markets (TM) plays a pivotal role in balancing liquidity and capital resources, ensuring interest rate risk management for the banking book, and optimising Group RoTE across the organisation.

In this leadership role, you will oversee investment portfolios, liquidity management, and interest-rate strategy while driving collaboration across regions to achieve Group-wide performance. You will shape local execution, provide market expertise, and act as a first line of defence in managing liquidity, regulatory requirements, and financial risks. This is a high-impact opportunity to lead a mission-critical function and influence strategic outcomes at Group level.

Key Responsibilities

• Proactively manage and optimise the investment portfolio, considering counterparty, country, credit, and liquidity risk.
• Balance market pricing, credit performance, and liquidity to determine optimal portfolio positioning.
• Make strategic investment decisions aligned with financial resource frameworks (capital, liquidity, RWA) to maximise RoTE within approved mandates.
• Maintain a portfolio of HQLA and short-term interbank exposure to support liquidity and regulatory obligations.
• Execute currency switches to capture rate opportunities in alignment with Liquidity Management oversight.
• Leverage on- and off-balance-sheet products (e.g., IRS) for hedging and risk management.
• Ensure compliance with minimum hold requirements and risk appetite frameworks.
• Provide expert market insights and escalate risks that could affect portfolio strategy.
• Understand and execute within the IRRBB framework, driving outcomes for NII sensitivity.
• Work closely with Liquidity Management and Portfolio teams to align hedging and balance sheet strategy.
• Contribute to regional strategy for optimal liquidity and balance sheet management.
• Ensure robust liquidity risk management to withstand market and name-specific stress scenarios.
• Oversee management of regulatory reserves, LCR, and compliance with local statutory requirements.
• Optimise balance sheet utilisation, funding, and risk-return outcomes.
• Lead through example, promoting strong values, a culture of accountability, and proactive risk management.
• Actively contribute to Investment Management forums and cross-regional initiatives.
• Share knowledge and strengthen best practices across the TM organisation.
• Develop talent, provide continuous training, and ensure succession planning for critical roles.
• Employ and retain high-quality Treasury professionals.

Skills and Experience

• German-based candidate with deep understanding of local regulatory and liquidity environments.
• 7+ years' experience in Treasury Markets, balance sheet management, liquidity risk, or fixed income portfolio management-preferably within a large international bank.
• Proven leadership in managing investment portfolios, interest-rate risk, and liquidity frameworks.
• Strong knowledge of regulatory ratios (LCR, NSFR), IRRBB, HQLA portfolio construction, and hedging instruments.
• Excellent understanding of financial resource optimisation (capital, liquidity, RWA, RoTE).
• Strategic thinker with ability to prioritise Group objectives over regional interests.
• Outstanding communication skills and ability to influence senior stakeholders.
• Demonstrated ability to lead teams, build high-performance culture, and drive outcomes.
• Strong analytical and market-interpretation capabilities.
• Advanced degree in Finance, Economics, Risk, or related field preferred.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique ersity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique ersity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Title: Associate Manager

Job Location: Chennai, IND

Job Description:

Requisition Number: 44620

Work Type: Hybrid Working

Employment Type: Permanent

Job Description:

Key Responsibilities

Strategy

• Understands the strategies and priorities of the organization
• Able to execute given actions that will contribute towards achieving business strategies

Business

• Ability to decide based on the available information in hand to recommend decisions.
• Understanding the data points how it matches / breaches the rules.
• Analysing transactions to bring out trends and patterns.
• Identifying the key information required from other sources
• Co-relate all the inputs, analysis and summarize the findings.
• Able to analyse the trends and patterns in the unit (Volume, capacity, performances & errors)

Processes

Identify and eliminate process waste (excessive movement & transportation, wait time, defects, underutilized people/resources & non value-added processing steps).

• To conduct process review to eliminate the non-value added processing steps
• Review the process e2e and update in the share point for any further opportunity / defects in the process
• Assess process health through key metrics
• To perform periodical KCSA checks to ensure on process adherence
• Analyses and remedies inefficiencies in processes
• Ensure updated DOI's and end to end system / process manual on a regular basis
• Advises on multiple processes and trains staff.
• Instil in team the sense of urgency for change
• Makes decisions on area of control and can identify issues that need to be escalated

People & Talent

• Understands human emotions and how it can affect performance at work.
• Able to lead, motivate and develop a bigger team
• Fully committed to team engagement
• People Effectiveness & Management Skills which would inspire, motivate and engage team members to achieve higher performance
• Successfully develops and retains talented iniduals
• Able to delegate effectively within the team ensuring development of subordinates
• Ability to personally relate to each member of the team and be able to objectively evaluate performance - courageous to differentiate great performance from just good performance
• Able to establish a culture for rewarding good performance and for taking effective action on poor performance.
• Facilitates clear expectations and processes for teamwork, team roles and team talk

Risk Management

• Analyses, interprets and monitors operations risk and suggests mitigation techniques to reduce such risk
• Check inherent risk of account opening and process in the operating environment and demonstrate support for the internal program through behaviour, presentations, and discussions
• Able to identify early warning signals and to initiate remedial action.
• Able to anticipate and detect fraud and take preventive measures keeping the global fraud environment in mind.
• Establish prevention and detection internal controls with an end-to-end perspective (from transaction to customer), which address potential risks of inefficiency, ineffectiveness, fraud, abuse or mismanagement
• Use of internal/external audit findings to further improve service excellence
• Promote & enable a culture of audit readiness at all times in order to ensure no failed audits
• Instructs others in the area of operations risk assessment and monitoring
• To maintain independence in the conduct of KCSA i.e. not selecting and reviewing sample of self-performed transactions

Governance

• Ability to decide based on the available information in hand to recommend decisions.
• Understanding the data points how it matches / breaches the rules.
• Analysing transactions to bring out trends and patterns.
• Identifying the key information required from other sources
• Co-relate all the inputs, analysis and summarize the findings.
• Able to analyse the trends and patterns in the unit (Volume, capacity, performances & errors)

Regulatory & Business Conduct

• Instils a strong internal and external customer mindset in the team by setting service quality standards.
• Takes ownership of team goals in addition to their own
• This is mandatory standard wording. Tailor wording in brackets, but do not remove.

Key stakeholders

• Able to put forth areas of concern and assistance required from Countries for improvement in operations
• Understands concerns and needs of the stakeholders
• Asses ones work and processes by their impact on stakeholder's concerns.
• Being able to give confidence to stakeholders that their interests are protected.
• In the event of any unforeseen incidents, proactively manage flow of information to stake holders and reassure with concrete steps that all in control

Qualifications

• People Management Skills
• Stake Holder Management
• Communication skills
• Decision Making
• Analytical skills

Skills and Experience

• Basic banking knowledge
• Typing skills
• Communication Skills

Competencies

Action Oriented

Collaborates

Manages Ambiguity

Nimble Learning

Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements

Customer Focus

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique ersity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique ersity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential

Title: Accountant

Location: Houston, TX United States

Remote

Job Description:

7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs.

All In One Accounting's thorough and comprehensive set of services moves our clients from financial chaos to business clarity and beyond.

Simply said, our mission is to empower entrepreneurs to profitably Grow their business, equip them to Protect their assets, and enable nonprofits to Amplify their impact.

A bit about the role:

We're seeking an experienced and dynamic Accountant to join our team and help support our small business clients. This role is pivotal in supporting growth-minded entrepreneurs and mission-driven nonprofits to reach their business goals through proactive financial management and consulting.

As an Accountant, you'll work alongside Controllers and CFOs to deliver exceptional accounting services to a erse portfolio of clients. This role requires strong organizational skills to manage multiple client relationships simultaneously, the ability to work independently while knowing when to escalate issues, and a commitment to continuous learning and adaptation.

Now about you...

You're independently minded, yet collaborative

You thrive working independently and think critically about client needs beyond the immediate task. You anticipate problems before they arise and take ownership of finding solutions without being prompted. At the same time, you know when to escalate complex issues and enjoy collaborating with your team to provide the best possible client service.

You're adaptable and resilient

We work primarily with smaller organizations that have big goals. You maintain composure and effectiveness when experiencing rapid change or unexpected challenges. You're comfortable with ambiguity and can adjust your approach based on each client's unique needs. You can seamlessly switch between different industries, accounting systems, and client priorities throughout your day.

You're bursting with initiative

While there are set deadlines and accountabilities with each client, you consistently push beyond just the task at hand to find ways to improve processes. You leverage technology and actively seek tools to bring efficiencies to each client's accounting cycle. You're not satisfied with "that's how it's always been done" - you look for opportunities to enhance processes and add value.

More about the Accountant role:

Wearing multiple hats and saying "yes" to a variety of challenges are the table stakes for the Accountant role. Your specific responsibilities include:

• Managing and nurturing client relationships while collaborating with your delivery team for optimal service delivery
• Designing and delivering exemplary service; this role is a thinker and a doer - you will be creating journal entries one moment and defining accounting policies the next
• Becoming proficient in various accounting software platforms, with a strong foundation in QuickBooks Online
• Implementing and maintaining strong internal controls and fraud prevention measures across client accounts
• Contributing in team knowledge sharing and driving process improvements
• Meeting weekly billable hours goals while maintaining the highest quality standards

The specifics of the Accountant role:

• Maintain charts of accounts to facilitate accurate and timely financials
• Process and review accounts payable, ensuring accurate vendor setup and fraud prevention
• Conduct thorough monthly reconciliations of all balance sheet accounts
• Prepare and manage accounts receivable processes, including collections
• Make necessary month-end closing entries with proper documentation
• Monitor budget variances and communicate significant issues proactively
• Process client payroll with attention to compliance requirements
• Consistently meet billable hours goals
• Maintain the highest standards of service quality and client satisfaction

Internal Responsibilities

• Complete all internal responsibilities including time tracking, capacity planning, and quarterly initiatives
• Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values
• Uphold security practices to protect client assets effectively

Requirements

The successful candidate will have:

• Bachelor's degree in accounting or business administration, or equivalent business experience
• 4+ years of accounting experience, preferably in public accounting or multi-client environments
• Demonstrated success managing multiple client relationships simultaneously
• Strong technical aptitude and ability to quickly adapt to various accounting software platforms
• Excellence in written and verbal communication
• Proven ability to work independently while maintaining strong team collaboration
• Experience with fraud prevention and internal controls

Why All In One Accounting - The Benefits

All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote.

Our company has been built by a team who likes to have fun, respect each other, and work extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients.

Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents!

Salary and Benefits

• Salary: $60,000 - $75,000
• Annual Bonus: Up to 10% of salary
• Comprehensive benefits package including:
• Medical, dental, and vision insurance
• 401K
• Life insurance
• Long and short-term disability
• HSA, FSA, and dependent care options
• Professional development opportunities

All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Salary Description

$60,000 - $75,000/year

Title: Financial Wellness Associate

locations

Eatonville, WA

time type

Full time

job requisition id

R-34697

Location:

101 Center Street West - Eatonville, Washington 98328-0159

Job Summary

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either inidually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
• Consistently attains inidual activity, behavior, and outcome expectations.
• Participate in and occasionally facilitate morning huddles and end of day debriefs.
• Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
• Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
• Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• High School Diploma GED, or equivalent business experience (required)

Experience Qualifications

• Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
• Experienced in cash handling. (required)
• General understanding of PC with Windows based applications and calculator. (required)
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)

Licenses and Certifications

• Notary License (preferred)

Tactical Skills

• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions.
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).
• Strong work ethic and high level of integrity.
• Excellent Time management skills.

Personal Skills

• Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
• Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
• Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
• Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
• Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity

Practical Skills

• Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
• Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively
• Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
• Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
• Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements

• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $19.23 - $27.88 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to inidual and company performance.

This position is eligible to earn a base hourly rate in the range of $19.23 to $26 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to inidual and company performance.

Title: Private Credit, Fund Accounting & Administration, Officer

Location: Boston United States

Full time

Job Description:

Who we are looking for

State Street is an industry leader in providing administrative fund services to both Hedge Fund and Private Market managers within our Alternative Investment Solutions business group. Our Private Credit (PC) team delivers customized service solutions for investment funds that have closed-end structures and a variety of portfolio investments. This opportunity uniquely offers candidates the opportunity to service hybrid hedge and private credit products for industry leading asset managers. The PC NAV role is the hub in the delivery of administrative services. Employees interact daily with functional teams including; trade operations, investor services, custody, tax, and financial reporting locally and in globally erse locations.

Why this role is important to us

The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors.

Join us if making your mark in the alternative investment industry from day one is a challenge you are up for.

What you will be responsible for

As Fund Accounting & Administration, Officer you will

• Assist in managing staff (including Associate 1 Associate 2 and Senior Associate Staff)
• Manage internal workflow and client deadlines
• Manage client relationships & liaising with client personnel on a daily basis
• Maintain good working relationship with all client contacts including investment professionals investors auditors lawyers and banking personnel
• Review quarterly and annual financial work paper packages including portfolio schedules accruals and partner capital allocations
• Review and/or prepare complex fee calculations management fees waterfall and capital account allocations etc.

What we value

These skills will help you succeed in this role

• Strong critical thinking, problem solving, and decision making skills
• An ability to be a leader within their team, as well as be a leader amongst your peers
• Strong communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills
• Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments
• Excellent administrative and organizational with the proven ability to multi-task and to work efficiently to meet client deliverables
• Investran experience is preferred.

Education & Preferred Qualifications

• Bachelor's degree in Accounting or Finance
• At least 5 to 6 years of Private Market experience
• Experience with alternative investment asset classes, complex fund structures and fee calculations desired
• Ability to thrive and function in a high pressure deadline driven environment
• CPA qualification is favourable but not required
• Experience with Investran or Geneva favourable but not required

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' erse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of erse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range:

$75,000 - $127,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

TITLE : Mortgage Servicing Specialis

Location: Racine United States

Job Description:

Overview

The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities.

Hybrid work schedule

KEY RESPONSIBILITIES

Position Specific Responsibilities

Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome.

Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences.

Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents.

Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data.

Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage.

Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act.

Responsible for FIS system maintenance of loan payments made via ACH.

Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately.

Prepares partial release documentation and analysis for management review and approval.

Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes.

Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process).

Identify potential prospects for customer convenience opportunities (i.e., APO, EDO).

Job Requirements - Education, Knowledge and Skills

Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment.

Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy.

Possesses a positive telephone presence ensuring a pleasant client interaction.

Possesses strong written and oral communication skills.

Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred.

Strong working knowledge of the loan servicing platforms preferred.

Strong PC skills required including working knowledge of Microsoft Office Word and Excel.

Minimum High School Diploma or equivalent. Advanced education/certification preferred.

Mortgage Industry experience preferred.

Come as you are.

Our culture embraces ersity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and ersity efforts, including our employee resource groups, please visit the Diversity section of our career website.