Banking and Financial Services Jobs in Blaine, MN
15 positions found
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.
Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.
PRIMARY RESPONSIBILITIES
- Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
- Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
- Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
- Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
- Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
- Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
- Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
- Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
- Undertake additional professional development such as the CFA program.
- Assume other responsibilities as required.
JOB REQUIREMENTS
- Bachelor's Degree in finance, accounting, or a related field
- Strong interest building a career in Investment Management, working with institutional investment portfolios
- Demonstrated ability to solve problems using logic, creativity, and enthusiasm
- Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
- Must be a self-starter with excellent quantitative and communication skills
- High attention to detail and time management
- Initiative and demonstrated ability to work in an inclusive and collaborative team environment
- Investment management or related industry experience a plus
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. 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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-a0ff1a97-79f0-40c2-bdbc-fe63dd7d93fdABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. 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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
PDN-9eb0c7f5-9343-439 a1d0735bAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
Hiring Pay Range: $17.00 to $22.00
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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 and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
WHO WE ARE
Proterra Investment Partners LP (“Proterra”) is an alternative investment manager focused on private debt and private equity investments across the sectors of food and agriculture. Proterra operates from a head office in Minneapolis (United States) and has field offices in London, Shanghai and Singapore.
POSITION OVERVIEW
We are seeking a highly motivated attorney to join our legal team as Corporate Counsel. This in-house role reports directly to the Managing Director of Credit Strategy and offers the opportunity to work on complex direct lending transactions. The ideal candidate will have 3–5 years of experience negotiating and drafting loan documentation, along with a strong interest in private credit and direct lending.
RESPONSIBILITIES:
- Draft, review, and negotiate loan documentation, including term sheets and credit agreements.
- Manage loan syndications, amendments, waivers, and modifications.
- Support transaction execution from initial diligence through closing.
- Collaborate with internal teams (Investment, Compliance, Operations) to ensure legal and regulatory compliance.
- Manage outside counsel to ensure efficient and cost-effective documentation.
- Provide risk-based legal guidance throughout the loan lifecycle, including workouts and restructurings.
- Negotiate and manage confidentiality agreements.
- Perform other responsibilities and special projects assigned from time to time.
REQUIRED QUALIFICATIONS:
- Juris Doctor (JD) from an accredited law school; admission to the Minnesota bar.
- 3–5 years of legal experience in banking, restructuring, finance, and/or private credit.
- Strong drafting and negotiation skills.
- Commercial mindset with the ability to balance legal risk and business objectives.
- Exceptional attention to detail and organizational skills to manage multiple transactions simultaneously.
- Excellent communication and interpersonal skills for cross-functional collaboration.
- Applicants must be presently legally authorized to work in the United States for any U.S. employer.
- Position is not eligible for employment-based visa sponsorship.
PREFERRED EXPERIENCE:
- Familiarity with cash-flow lending structures.
- Understanding of private credit markets and direct lending strategies.
- Experience with industry-specific considerations in the food and beverage sector.
COMPENSATION & BENEFITS
The expected annual base salary range for this position is $175,000 to $250,000 USD. Within the range, individual pay is determined by job-related factors, including but not limited to education and skills, and is commensurate with experience. Additional compensation and benefits include a discretionary bonus, healthcare plan, 401(k) matching program, and flexible paid time off.
Proterra is an equal employment opportunity employer
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Role Summary
The Marketing Specialist on the Distribution Marketing Team plays a critical role in supporting TFL’s growth strategy by helping brokers and agents succeed. This associate works closely with the Marketing Manager and the Distribution team to execute marketing plans, manage sales email campaigns and webinars, and deliver content and tools that drive leads, support sales conversion, and recruit independent brokers.
This role is ideal for someone who is energized by marketing that drives measurable results. The associate will be a strong writer, tech-savvy, and collaborative, with the ability to write content, make website updates, manage email campaigns and webinars, create social content, and generate creative ideas that help producers sell more effectively.
Key Accountabilities
- Support the Distribution Marketing Team Lead with marketing plan execution, lead-gen program development and campaign coordination.
- Take ownership of program logistics: scheduling, content collection, coordination, and execution for public-facing workshops and webinars.
- Proofread, write, and edit content for broker/agent communications; conduct research and reporting as assigned.
- Develop social media (primarily LinkedIn) and other marketing content that supports broker engagement and recruitment.
- Manage sales email, workshop and webinar communications, ensuring timely, accurate, and brand-aligned messaging to brokers and agents.
- Measure and report on campaign performance, providing insights for improvement.
Qualifications & Skills
- Bachelor’s degree in Marketing, Advertising, Communications, or related field (or equivalent experience).
- 3-5 years of experience in marketing or communications preferred. Life insurance, insurance, or financial services experience a plus.
- Strong writing, editing and proofreading skills with attention to detail.
- Familiarity with social media platforms (LinkedIn required) and email marketing tools; ability to manage campaigns end-to-end.
- Tech-savvy with experience in website CMS editors and an interest in marketing automation and analytics.
- Ability to analyze campaign performance and prepare reports.
- Collaborative mindset and ability to work closely with sales and marketing teams.
- Self-starter with strong problem-solving skills; able to work independently and create solutions without step-by-step guidance.
- Interest in learning about financial products and distribution channels.
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technical Business Analyst in Minneapolis, MN (Hybrid).
MUST BE LOCAL TO MINNEAPOLIS AND AVAILABLE FOR AN ONSITE INTERVIEW. BUSINESS RULES/APPLICATION CONTROLS EXPERIENCE IS REQUIRED.
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration: 12+ Months
Required Skills & Experience
- 5+ years of Business Systems Data or Business Systems Design experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
- Experience managing multiple competing priorities while working in a fast-paced environment
- Advanced Microsoft Excel experience
- Experience working with application teams in Technology
- Control execution experience
- Strong attention to detail
- Audit Experience
- Meeting Facilitation, comfortable presenting and facilitating discussions
What You Will Be Doing
- Consult on complex initiatives with broad impact and large-scale planning for Technology Business Systems Consulting.
- Review and analyze complex multi-faceted, larger scale or longer-term Technology Business Systems Consulting challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors.
- Contribute to the resolution of complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that meet deliverables.
- Strategically collaborate and consult with client personnel.
Salary: $80,000
- $120,000 per year A bit about us: We are a publicly traded, operationally disciplined organization operating in 48 of 50 states.
The business is known for stability, high-performing teams, and long-term growth, even through economic cycles.
Our corporate functions support a complex operating structure, significant employee population, and ongoing acquisition activity.
This creates an environment where strong fundamentals, adaptability, and ownership mindset matter.
Why join us? High-impact role supporting a $1B+ retirement plan with 10,000+ participants Visible ownership and end-to-end responsibility Stable, recession-resistant business with strong public market performance Exposure to M&A activity and growing organizational complexity Collaborative, human leadership team that values humor and balance Opportunity to improve processes in an environment that is still evolving Job Details The Role We are seeking a Senior Retirement Plan Analyst to support end-to-end administration of retirement and equity-based benefit programs across a large, multi-entity environment.
This is a hands-on role for someone who enjoys working with data, reconciling complex inputs, partnering with vendors, and educating internal stakeholders.
The role sits within Total Rewards and works closely with Payroll, HR, Finance, and operating companies.
Key Responsibilities Manage end-to-end administration of retirement plans including 401(k), profit sharing, equity, and employee stock purchase programs Lead complex data collection, validation, and reconciliations across multiple payroll feeds and vendors Consolidate large datasets in Excel and translate them into accurate plan-level reporting Partner with external vendors and manage ongoing deliverables, timelines, and issue resolution Support audits, compliance testing, and regulatory reporting Serve as a knowledgeable and approachable resource for internal partners and operating companies Identify process gaps and improvement opportunities while keeping programs running smoothly What We’re Looking For 4+ years of experience in retirement plan administration, benefits, accounting, or a highly numbers-driven function (finance, econ, accounting, etc...) Strong Excel skills and comfort working with large, imperfect datasets Experience working with vendors, payroll feeds, and reconciliations Clear communicator who can explain complex concepts to non-experts Curious, solutions-oriented, and comfortable with ambiguity and pace Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $80,000
- $122,000 per year A bit about us: We are a large, multi-entity organization operating across hundreds of locations with a national and international footprint.
The business has scaled through growth and complexity, requiring compensation programs that are disciplined, data-driven, and adaptable.
Compensation is owned centrally and treated as a strategic function that directly supports business performance, financial outcomes, and leadership decision-making.
While strategy is global, execution is focused in North America, with strong partnership across Finance, HR, and enterprise systems teams.
Why join us? Compensation is treated as a strategic discipline, not an administrative function High ownership role with real influence over programs and processes Strong, collaborative compensation leadership with a builder mindset Exposure to complex compensation challenges across a multi-entity organization Opportunity to grow scope and impact without waiting years for expansion Job Details The Senior Compensation Analyst is a core member of the Total Rewards function and plays a critical role in executing and scaling broad-based compensation programs.
This role partners closely with Compensation leadership, HR business partners, Finance, and enterprise systems teams to deliver annual merit, incentive, and long-term incentive programs.
The focus is execution, analysis, and process ownership, with significant responsibility for tools, data, and continuous improvement.
This role is well-suited for someone who enjoys working in Excel, improving processes, managing multiple inputs, and operating in an environment where systems, data, and programs continue to evolve.
If you want to make your mark and be a part of a scaling organization, this could be for you.
KEY RESPONSIBILITIES Broad-Based Compensation Process & Program Lead (50%) Partner with Compensation, HR, and Finance on annual incentive tracking, accruals, modeling, and payout processes Manage the communication process for annual incentive plans and create tools to support engagement and understanding Serve as program lead for U.S.-based compensation structures Own process execution for the annual merit cycle Own process execution for the annual incentive cycle Compensation Tools & Resources Lead (30%) Manage compensation survey participation, including supporting junior team members through submission processes Own vendor relationships with compensation survey and market pricing providers Lead the development and delivery of compensation tools and resources in partnership with Compensation and HR Act as the compensation business partner for enterprise technology platforms connected to compensation (e.g., HRIS, payroll, performance systems) Maintain and support overall job architecture structures within compensation systems Long-Term Incentive Process Lead (20%) Manage annual, off-cycle, and non-employee director long-term incentive grant processes Support long-term incentive communications and materials BASIC QUALIFICATIONS Bachelor’s degree 5–7 years experience in compensation, finance, or HR, with a minimum of 3 years in heavy analysis Strong attention to detail with the ability to execute accurately under pressure Advanced Excel skills, including macros and vlookups Demonstrated experience improving and managing processes Ability to handle high-pressure situations with professionalism PREFERRED QUALIFICATIONS Experience owning annual merit and incentive processes Experience with compensation surveys and market pricing tools (e.g., PayFactors, Marketpay) Exposure to long-term incentive administration Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
We’re a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. BTU is a global insurance provider, offering property, casualty, professional, and cyber insurance coverage for technology firms and businesses with technology exposure.
Responsibilities
The Chief Financial Officer (CFO) is a key member of the senior leadership, responsible for aligning financial strategy with operational execution. This executive is a forward-thinking leader who challenges the status quo while championing the strategic direction of the company. They understand the importance of culture, brand, and market strategy, and have strong emotional intelligence. The CFO provides leadership for the development, implementation, and evaluation of procedures and performance across financial and operational functions.
- Serve as a strategic finance/operations leader and active member of the Senior Leadership team.
- Partner with the President to accelerate execution, optimize outcomes, and reduce costs.
- Lead and collaborate with cross-functional leaders to foster collaboration and innovation.
- Lead the company’s innovation efforts, including reinforcing behaviors that encourage innovation.
- Represent the organization within Berkley, collaborating effectively with business partners.
- Manage financial planning, ensuring scalable systems and processes for both long and short-term goals.
- Oversee treasury, accounting, budgeting, premium audit, agency billing, and accounts receivable functions.
- Deliver accurate financial reporting and forecasting to ensure financial viability.
- Maintain internal controls, ensure successful audits, and compliance.
- Provide strategic financial insights aligned with the company’s market position and business model.
- Monitor financial performance and advise the President on strategic direction.
- Analyze data and performance trends to identify opportunities and drive results.
May perform other functions as assigned
Qualifications
- 10+ years of finance/operations experience.
- 5+ years of progressive leadership experience in finance and operations.
- Financial insurance experience is preferred.
- Strategic and innovative thinking, creative problem solving, data-driven.
- Exceptional relationship-building skills to work successfully with multiple business partners.
- Exceptional organizational skills, integrity, and great follow-through on tasks.
- Strong project management and leadership skills; ability to organize and drive projects with diverse stakeholders.
- Results-oriented, attentive to detail, with a proven ability to achieve long-term goals.
- Ability to be nimble and rapidly pivot when needed.
- Motivated to challenge the status quo.
Education
- 10+ years of finance/operations experience.
- 5+ years of progressive leadership experience in finance and operations.
Additional Company Details
Visit us at company is an equal employment opportunity employer. We do not accept unsolicited resumes from third-party recruiting agencies or firms. The company offers a competitive compensation plan and a comprehensive benefits package for full-time employees, including:
- Base Salary Range: $200k - $272k
- Benefits include health, dental, vision, life, disability, wellness, paid time off, 401(k), and profit-sharing plans.
The actual salary will be determined based on factors such as role scope, complexity, location, skills, education, credentials, experience, and other employment conditions.
Additional Requirements
Travel: 25%
#J-18808-Ljbffr
Current Title: CFO
Seeking Titles: CFO, Controller
- Expert in accounting software and related technologies, implementation as well as integration with various reporting tools including banking, payroll, T&E reporting and cap table management.
- Expert in financial reporting, modeling, consolidations, inter-company, multicurrency transactions and variance reporting to various KPIs.
- Expert in GAAP and internal controls, over 10 years as an auditor of non-public companies with annual revenues over $50M and 2,000 plus hours of continuing education.
- Expert Analyst Cash Management, M&A Strategies & Analysis, Systems implementation
- Perm, Contract, or Either? Perm
- What is your legal working status. US Citizen
- Motivation: Very Active
- Current Annual Base Compensation? $250,000
- Base Compensation (direct hire)? $200,000 – $250,000
- Bottom Line Base Compensation? $180K-$200K Base
- General Current Insurance/Benefit Information? 80% Paid by company for my Family and me.
- Current PTO? 180
- Relocation (Y/N) (cities)? Y Most West Coast and Midwest
- Travel (Y/N) percentage? Y 25%
- Technology Systems (ERP? All QuickBooks Platforms, Great Plains, Sage Intacct
- Languages? English
- Microsoft Products? (Advanced, Intermediate, or Entry Level)
- Excel: Advanced
- Access: Intermediate
- Word: Advanced
- Power Point: Advanced
Industry experience? SaaS, Hardware, Professional Services, Marketing, Retail and NPOs.
Three Most important criteria to make a move?
- Criteria: Stable and growing Company
- Criteria: Great culture
- Criteria: 100% Remote
Interested in this candidate email
#J-18808-Ljbffr
Current Title: CFO
Seeking Titles: CFO, Controller
- Expert in accounting software and related technologies, implementation as well as integration with various reporting tools including banking, payroll, T&E reporting and cap table management.
- Expert in financial reporting, modeling, consolidations, inter-company, multicurrency transactions and variance reporting to various KPIs.
- Expert in GAAP and internal controls, over 10 years as an auditor of non-public companies with annual revenues over $50M and 2,000 plus hours of continuing education.
- Expert Analyst Cash Management, M&A Strategies & Analysis, Systems implementation
- Perm, Contract, or Either? Perm
- What is your legal working status. US Citizen
- Motivation: Very Active
- Current Annual Base Compensation? $250,000
- Base Compensation (direct hire)? $200,000 – $250,000
- Bottom Line Base Compensation? $180K-$200K Base
- General Current Insurance/Benefit Information? 80% Paid by company for my Family and me.
- Current PTO? 180
- Relocation (Y/N) (cities)? Y Most West Coast and Midwest
- Travel (Y/N) percentage? Y 25%
- Technology Systems (ERP? All QuickBooks Platforms, Great Plains, Sage Intacct
- Languages? English
- Microsoft Products? (Advanced, Intermediate, or Entry Level)
- Excel: Advanced
- Access: Intermediate
- Word: Advanced
- Power Point: Advanced
Industry experience? SaaS, Hardware, Professional Services, Marketing, Retail and NPOs.
Three Most important criteria to make a move?
- Criteria: Stable and growing Company
- Criteria: Great culture
- Criteria: 100% Remote
Interested in this candidate email
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
This role involves developing a comprehensive financial strategy, mentoring a finance team, and engaging with top-tier clients.
The ideal candidate has experience in industrial manufacturing or technology sectors, a proven track record in B2B growth, and excellent leadership skills.
This is an opportunity to make a significant impact and earn equity in a high-demand industry.
#J-18808-Ljbffr
CFO Salary $180K-$200K Why Join this company? This is a growing organization Competitive compensation and benefits Emphasis on work life balance an...
Title: Chief Financial Officer Location: Oakland Park (100% in-office) Salary Range: $150 - 175k + discretionary bonus About the Company: Stable co...
CHIEF FINANCIAL OFFICER, CARB-X (REMOTE - WORLDWIDE) Job Description CHIEF FINANCIAL OFFICER, CARB-X (REMOTE - WORLDWIDE) Category Charles River Ca...
Position Summary Responsible for directing, coordinating, and overseeing the finance divisions personnel, customer service, fiscal management, IT,...
About the Company Why We Built Lyric: Supply chains are more critical and complex than ever. Every day, large enterprises navigate trillions of pos...
Well established, local non-profit organization This Jobot Job is hosted by: Marcie Cassano Are you a fit? Easy Apply now by clicking the "Apply No...
VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND CFO PENNWEST UNIVERSITY For additional information, please see the full profile at the link below...
Chief Financial Officer (CFO) Location: Fairfield County, CT (onsite preferred) Compensation: $180-200k (commensurate with experience + executive b...
Job Title: Senior Finance Executive - Tax Operations Location: UniOps, Bengaluru About Unilever: Be part of the world's most successful, purpose-le...
Job Summary: Drive sales pipeline and independently own proposals related to Finance / Multi-function Global Business Services (GBS) and Operating...
Finance Manager Location: Orlando, FL (Hybrid after training) Compensation: $115,000 - $130,000 + Bonus About the Opportunity An established, growt...
Company Overview At Repplen Projects Private Limited, we specialize in delivering top-quality construction services underpinned by trust, integrity...
Chief Financial Officer University of Minnesota - Twin Cities Chief Financial Officer University of Minnesota Twin Cities, a premier land-grant res...
Vice President for Fiscal Affairs and Chief Financial Officer Commonwealth University of Pennsylvania (CU) invites nominations and applications for...
Job Description: Chief Financial Officer Salary: $130,000 - 160,000 About the Company and Opportunity: A dynamic and growing manufacturing company...
Healthcare Industry - Onsite - Contract - Grants Management Experience This Jobot Consulting Job is hosted by: Daniel Gonzalez Are you a fit? Easy...
Come make an impact! This Jobot Job is hosted by: Alec Davis Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your r...
Chief Financial Officer (CFO) $190,000 - $240,000 base + bonus + profit sharing + full benefits Why This Opportunity Stands Out: CFO The organizati...
Qualification CA Inter or ICWA Inter (Preferred) Experience 8-9 Years of relevant experience. Preferred from Manufacturing industry Job Description...
Job description BeyondSeed Services Pte. Ltd. is seeking a proactive and detail-oriented Finance Executive to support our Finance and Administrativ...
#J-18808-Ljbffr
The CFO will align financial strategy with operational execution, providing insights and leading innovation efforts.
Candidates should have over 10 years of relevant experience, with strong leadership and strategic skills.
This full-time position offers a competitive salary and a comprehensive benefits package.
#J-18808-Ljbffr
