Banking and Financial Services Jobs in Charlotte North Carolina

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Production Designer (Marketing Communications)

W2 Contract until the EOY, extendible, potential to convert

Location: Hybrid in Malvern, PA, Scottsdale, AZ, or Charlotte, NC

About the Role

We’re looking for a Production Designer to support multi‑channel marketing and client communications. This position is ideal for a junior to mid‑level designer who enjoys high‑volume production work, consistent execution within brand systems, and collaborating within a structured corporate environment.

Responsibilities

• Develop and produce marketing and communication assets across digital and print channels.
• Execute designs that align with established brand standards and corporate guidelines.
• Manage high‑volume production workflows for participant and client communications.
• Deliver a wide range of production-ready assets, which may include:
• Digital PDFs
• Email designs
• Postcards and print collateral
• Digital signage / monitor displays
• Occasional motion or video‑related assets (nice to have)
• Partner closely with writers and internal stakeholders to ensure accuracy and consistency across deliverables.

Minimum Qualifications

• Experience as a production graphic designer or similar role, with strong attention to detail.
• Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign).
• Strong typography and layout skills.
• Ability to execute within established brand systems and follow structured approval processes.

Preferred Qualifications

• Experience working in corporate, financial, or similarly regulated environments.
• Familiarity with Figma and other marketing design tools.
• Background in agency environments is welcome, with an understanding that corporate workflows typically move at a different pace and involve layered approvals.
• 1-3 years design experience preferred (junior to mid-level)

About the Team

You’ll join a team of approximately eight designers, working collaboratively with writers and cross‑functional partners. The team focuses on producing multi‑channel communications that support retirement and investment plan participants and other client audiences.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

• Independently applies actuarial methodologies to complete structured projects (e.g.)

• Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

• Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

• Proactively resolves technical issues and identifies appropriate issues for escalation.

• Assists others with troubleshooting issues.

• Creates instructions and training materials for actuarial tools and processes.

• Mentors new team members.

• Apply business acumen to provide actionable insights that help solve business problems.

• Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 2 years of actuarial or analytical business experience.

• 3 Casualty Actuarial Society (CAS) exams.

• Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

• Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

• Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

• Demonstrated experience with basic actuarial pricing methodologies.

• Demonstrated experience aggregating and analyzing data to solve problems.

• Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

• P&C Personal Lines pricing experience.

• Familiarity and experience with industry pricing software such as Earnix.

• US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $77,120 - $138,810.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The Company

John S. James Co. was founded in 1941 in the city of Savannah, Georgia. Our mission of offering personalized service to the international transportation community quickly established our firm as a leader in the international freight forwarding and customs brokerage industries. Our founder's initial vision, to provide unparalleled service to our customers, still resonates in our culture today. Our reputation for excellence is a direct result of our commitment to service and professionalism.

We are pleased to offer an attractive benefits package for all our valued team members, which includes comprehensive insurance (including health, dental, vision, and life), 401(k), and a progressive paid time-off plan.

Role

The FTZ Administrator will take ownership of client accounts, ensure work is completed on a daily basis, and be accountable for the compliance and accuracy of transactions under his/her responsibility.

Responsibilities

• Process documentation required for foreign-trade zone operations and customs clearance in accordance with Customs regulations, with careful attention to detail
• Ensure adherence to any relevant governmental regulations (partner government agencies, tariffs, license requirements, etc.)
• Assist in researching zone inventory balance discrepancies as necessary
• Maintain paperwork according to document retention procedures and create detailed and complete notes as required for recordkeeping purposes
• Keep customers apprised of admission and entry statuses and issues in a professional and helpful manner
• Assist with FTZ related special projects as needed
• Ensure any and all issues with accounts and transactions are resolved timely
• Audit files in coordination with other members of the FTZ Services department
• Engage in continuous education opportunities provided by John S. James Co., including off-site seminars, webinars, or industry events
• Other tasks as directed by Manager

Qualifications

• Bachelor's Degree desired or equivalent education combined with practical experience in the field of import and foreign-trade zones.
• Minimum 3 years' experience in customs brokerage and/or foreign-trade zone operations
• Customs Broker License, Certified Customs Specialist, and/or Certified Zone Specialist accreditation are preferred
• Excellent customer service skills
• Strong computer literacy (including MS Office and FTZ entry/admission filing software)
• Attention to detail
• Highly developed organizational and communications skills
• Strong ethical standards coupled with an understanding of the business implications of operational decisions

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.

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Systems Consultant with Excel expertise in Charlotte, NC (Hybrid).

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

Will only consider local candidates available for onsite interview.

Required Skills & Experience

• Needs strong communication, PM, operations, vendor management, and process improvement as this person will wear multiple hats.
• This resource will have a consultative background and/or approach to project management.
• Advanced to expert Excel skills - Pivot tables, macros, charts, etc.
• Need PowerPoint and very nice to have some SharePoint online as this person will be creating and distributing executive level communications.

What You Will Be Doing

• This position will be supporting workforce management in enterprise level CTO organization.
• Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables.
• Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors.
• Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate with client personnel in Technology Business Services Consulting.

Company Description

Safety Consultants USA, based in Atlanta, specializes in OSHA safety consulting, employee training, and program development for both the construction and general industries. Our services include OSHA safety training, contractor and industrial safety programs, DOT and fleet safety programs, and rigging and signal training. We are committed to helping businesses enhance workplace safety and regulatory compliance. Additionally, we offer a comprehensive range of safety products and services to support our clients' operational needs.

We protect and strengthen our culture by showing up with positivity, accountability, and mutual respect. We support each other, celebrate wins, and maintain a team environment where everyone feels valued. In collaboration with our clients, we promote strong safety cultures by modeling the behaviors we expect on job sites: respect, professionalism, and a shared commitment to sending everyone home safely.

Role Description

This is a full-time, W-2, hybrid Construction Safety Manager role based in Charlotte, North Carolina.

The Construction Safety Manager will be responsible for overseeing and implementing safety protocols, conducting workplace safety assessments, delivering safety training, and ensuring compliance with occupational health and safety regulations. Other responsibilities include investigating workplace incidents, identifying potential hazards in construction settings, and developing strategies to mitigate risks.

This position has partial work-from-home flexibility. Travel to job sites is 50% of the time weekly. Out-of-town travel is required, but you will be home over the weekends and holidays.

Required Qualifications

• Must have expert technical knowledge of safety protocols and hazard-related risks
• Must be a certified OSHA 500 Train the Trainer
• Must have 5-7 years' experience in construction or similar industries
• Must have a reliable vehicle
• Must have excellent writing skills
• Must have excellent communication, interpersonal, and analytical skills
• Must have excellent customer service skills necessary to interact with senior-level management and external clients, as well as foster an environment of cooperation between different departments, OSHA, and co-workers
• Must be computer literate and possess the ability to learn multiple software programs that Safety Consultants USA uses to conduct business
• Must have the ability to work independently and as part of a team
• Must have excellent organizational, communication, and problem-solving skills

Preferred Qualifications

• Strong background in Occupational Health and Environment Health and Safety (EHS)
• Experience in conducting effective Safety Training programs
• Proficiency in Accident Investigation and ability to document and analyze incidents
• Expertise in Industrial Safety and risk assessment strategies
• Bachelor’s degree in occupational health, Safety Management, or a related field
• Relevant certifications, such as CSP (Certified Safety Professional) or CHST (Construction Health and Safety Technician), are a plus

The compensation package includes a competitive salary plus commission, and these benefits:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

Please note:

Candidates for this position must take and pass a knowledge assessment to help determine whether they are the right fit for the job.

This position is based in Charlotte, North Carolina. No relocation assistance is available.

This position is not a staffing opportunity. If you are a safety contractor only interested in temporary staffing placement, please do not apply for this position.

We are hiring for our client in the North Carolina area. 3 months - Contract To Hire, 4 days onsite and 1 remote day.

Responsibilities

• Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
• Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
• Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
• Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
• Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.

Qualifications

• Education: High school or GED
• 0-to-1-year relevant experience required
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience

Required Skills

• Excellent customer service skills
• Strong written and verbal communication skills
• High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
• Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
• Ability to navigate multiple systems and resources on a phone call with ease
• Demonstrated ability managing multiple priorities in a fast-paced environment
• Demonstrated skill troubleshooting, identifying, and resolving root cause issues
• Home access to high-speed internet with speeds sufficient to support the responsibilities of the role

Preferred Skills

• Previous customer service experience
• Product-specific or financial services industry experience
• Desire to obtain a permanent position through demonstration of high-quality performance
• Desire to become Client licensed as part of career development

Pay range and compensation package

Pay Rate: $20/hr

Job Location: Charlotte, NC

Equal Opportunity Statement

We are committed to diversity and inclusivity.

About the Company

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Robinson Bradshaw is seeking a corporate associate with four to six years of transactional experience, including mergers and acquisitions and similar transactional matters. Preferred candidates would have experience in preparing, drafting, reviewing and negotiating complex contracts and transactional documents. All candidates should have excellent written and verbal communication skills, outstanding academic credentials and the ability to excel in a team-oriented environment.

Job requirements

• Juris Doctor degree from an ABA-accredited law school

• Admission and good standing with at least one state bar, preferably North Carolina; Eligibility for admission by comity or bar exam in North Carolina

Demand Planning Analyst

Ready to change the future, your way?

This is an excellent opportunity for a driven Demand Planning Analyst to unlock your ambition and work the future at Aalberts.

As a full-time Demand Planning Analyst in the Sales Department at Aalberts, based in Charlotte, NC, you will be responsible for ensuring accurate forecasting and inventory optimization to support customer service levels and operational efficiency. This position collaborates across supply chain, sales, and operations teams to develop data-driven demand plans and monitor performance metrics. You will serve as an SME in Demand Planning, demonstrating strong executive presence and the ability to collaborate up, down, and across the supply chain as the process owner for demand planning. Additionally, you will provide statistical data analytical support of the process using Excel, Power BI, and GAINS in JD Edwards ERP. .

the Aalberts Way

Aalberts is built on entrepreneurship. We believe the more space people are given, the greater their chance of finding brilliant solutions for our customers. That is why we encourage everyone to take ownership, think independently yet work as one team. You are in charge today of what happens tomorrow. For yourself, for the company, and for our planet.

Your Challenge

• Ownership and KPI for Demand Forecast accuracy, to include mitigating sales bias as well as ops and supply chain bias.
• Matrixed role with a solid line reporting to Sales and dotted line reporting to Supply Chain.
• Create forecast accuracy tools utilizing AI capabilities.
• Develop and maintain short- and long-term demand forecasts using historical data, market trends, and customer insights.
• Analyze forecast accuracy and identify root causes of variances; implement corrective actions.
• Collaborate with Sales, Marketing, and Operations to align demand plans with business objectives.
• Monitor inventory levels and recommend adjustments to minimize stockouts and excess inventory.
• Support SIOP (Sales, Inventory & Operations Planning) processes and participate in monthly planning reviews.
• Prepare reports and dashboards to communicate forecast performance and KPIs to leadership.
• Utilize ERP and planning tools to enhance forecasting efficiency and accuracy.

Performance Metrics

• Improved forecast accuracy and service levels
• Reduction in inventory and working capital
• Enhanced planning efficiency through technology adoption
• Executive presence

Your Expertise

• Bachelor's degree in supply chain management, Business, or related field or equivalent.
• APICS Certification in Planning and Inventory Management preferred.
• ISM Certified Professional in Demand Management.
• SCPro Certified CSCMP.
• 5+ years of experience in demand planning, forecasting, or supply chain analytics.
• Strong analytical skills with proficiency in Excel and JDE ERP systems; experience with forecasting tools preferred.
• Strong experience in GAINS.
• Excellent communication and collaboration skills.
• Ability to manage multiple priorities in a fast-paced environment.

Why Work at Aalberts?

• Globally renowned company, dedicated to technological innovation and excellence
• Diverse teams of passionate individuals, committed to making a difference
• Professional growth and development opportunities
• Think independently yet work as one team
• Be in charge today of what happens tomorrow

About Aalberts

We are a company of over 13,000 passionate people spread across 50 countries, working as one to engineer mission-critical technologies, making impact in everyday life. Aalberts IPSA proudly supports eco-friendly buildings to high-tech manufacturing, minuscule microchips to the largest seagoing vessels, and next gen vehicles to lightweight airplanes. Since 1975, we have been at the forefront of where technological innovation truly matters, and progress is really made for a clean, smart and responsible future.

Your Location

Office-based with occasional visits to distribution centers. May involve exposure to warehouse environments and require adherence to safety protocols. Hybrid schedule reporting onsite on Tuesday, Wednesday, and Thursday.

Travel Requirements

Approximately 10% travel to operational sites.

How We Take Care of You

The salaried rate for this role is fair and decided upon based on experience and proven skills alignment through our interview process. This role will observe our company's 12 paid holidays, generous paid time off and competitive full suite benefits package.

go ahead, Work the Future at Aalberts

Our procedure involves application submission, screening, assessments, selection, and offer/onboarding. The process follows a tentative time frame and is subject to the availability of both parties and the completion of each stage.

Our Commitment to All

Aalberts IPSA is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other classification protected by law.

Uninvited agency solicitation will not be considered. Profiles sent by third-party recruiters will be treated as direct applications from the candidate.

Ferretti Search is delighted to partner with a growing commercial real estate organization to locate their next Lease Administrator.

Location: Charlotte, NC

Compensation: $80,000–$95,000 base salary plus bonus

Schedule: Full-time

MUST HAVE RECENT COMMERCIAL REAL ESTATE EXPERIENCE*

What's in it for you?

• High-Visibility Role: Play a key part in supporting portfolio performance and financial accuracy across a commercial property portfolio
• Collaborative Environment: Work closely with Property Management and Accounting leadership in a team-oriented setting
• Professional Growth: Gain exposure to complex lease structures, CAM reconciliations, and audit processes within a stable, expanding organization

What will your day look like?

• Lease Administration & Compliance: Abstract and interpret complex commercial leases, maintain lease data, track critical dates, and ensure adherence to lease provisions
• CAM Reconciliations & Billing Accuracy: Prepare and analyze CAM reconciliations, allocate recoverable expenses, and resolve tenant billing inquiries and discrepancies
• Financial & Accounting Support: Assist with rent rolls, AR aging, budgeting, accruals, audit support, and revenue recognition aligned with lease agreements

Who are you?

• Commercial Real Estate Professional: 3–5+ years of lease administration experience with proven CAM reconciliation expertise
• Financially Astute & Detail-Oriented: Strong accounting fundamentals with advanced Excel skills and experience in property management systems (Yardi, MRI, AppFolio, or similar)
• Analytical Communicator: Organized, responsive, and confident in interpreting complex lease language while partnering cross-functionally

Application & Contact Information

If this role isn't a perfect match for you, that's okay! We're recruiting professionals across various domains. Contact Kristie Man at to inquire about more opportunities in Commercial Real Estate and Accounting.

Related Terms: Lease Administrator, CAM Reconciliations, Commercial Real Estate, Property Accounting

Ferretti Search is an award-winning Recruitment Firm specializing in Executive Recruiting and Staffing. Our product is people. Ferretti Search has a dedicated team of executive recruiters ready to help our clients find employment solutions that benefit them as well as match our candidates with a company that meets their job preferences and career goals. At Ferretti Search, we believe in transparency throughout the entire process in order to serve our clients and candidates better. We take pride and value our relationship with our clients and candidates.

Kickstart Your Sales Career with Us!

Are you eager to launch a career in sales? Do you have a strong work ethic and a desire to learn? If you’re motivated, coachable, and ready to grow, we want YOU to join our dynamic team!

What We Offer:

• Competitive base salary + commission – earn while you learn!
• Comprehensive PAID training and hands-on mentorship to develop your sales skills.
• Clear career growth path – opportunities for promotion and advancement.
• A supportive and energetic team environment.
• Performance-based incentives, bonuses, and rewards.
• Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.

What We’re Looking For:

• Excellent communication skills and a positive attitude.
• Self-motivated and goal-driven mindset.

Why Join Us?

This is your chance to break into mortgage sales with a company that invests in your success. If you’re looking for a rewarding career path with unlimited earning potential, apply today and take the first step toward a thriving sales career!

Ready to start your journey? Apply now!

Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775

Summary/Objective

This position will report within the Account Management Team and will be the liaison between Paymentus customers and internal teams at Paymentus. A Technical Account Manager (TAM) collaborates with an Account Director in support of National Accounts to support client operational and technical needs. The TAM will be the first point of contact for the client after a case is opened with Customer Care or Product Support Operations.

Essential Functions/ Responsibilities

• Learn and understand client’s setup and infrastructure and how it connects between their environment and Paymentus. (API setup, SFTP, file format, features, custom design, etc…)
• Partner with Implementations, Product Support, Customer Care and Operations teams as needed to troubleshoot incidents and provide regular updates to client until an issue is resolved
• Complete monthly SLA reporting for SLA clients
• Support Account Director in QBRs, Client Mtgs and conduct product demos as required
• Be an active participant working with the Incident Manager in Root Cause Analysis (RCA) creation to ensure client impact and other pertinent information is included
• Responsible for reviewing RCA with client stake holders over the phone as needed
• Serve as a Business Analyst to create SOWs for projects by working with the client and Paymentus project teams to help create requirements, share recommended approaches and help identify any risks with client’s request.Assist the Project Manager as needed during implementation
• Partner with Implementations as required to define, perform, assist, and/or coordinate unit testing of features requested by clients
• Will be the client’s advocate during upgrades and implementations to ensure any custom design has been reviewed and tested as appropriate
• Partner with Account Directors to create operational slides for weekly/monthly/quarterly meetings looking at trends and how they affect both the customer and Paymentus business model
• Responsible for all operational and technical communication whether via phone or email
• Assist with demoing new features/functionality specifically around the implementation and integration component
• Reinforce training of customer teams as needed on product features to help them solve their own problems and answer questions on customer trends
• Partner with Development, Account Management and Implementations on prioritizing projects
• Subject Matter Expert for the Paymentus Payment Processing platform

Supervisory Responsibility

This position has no direct supervisory responsibilities

Education and Experience

• Undergraduate degree in Computer Science or related degree
• 3-5 Years in the electronic billing and payment industry
• 3-5 Years in a technical leadership role (Project Management, Sales Engineer, Solution Architect, etc.)
• Knowledge of NACHA Operating Rules and Card Network Operating Regulations is highly desirable
• Demonstrated project management experience tracking and reporting of projects
• Polished communication skills (speaking and writing)
• Experience communicating to Manager level and higher
• Ability to understand technical terms and translate back effectively to the client and Paymentus business teams to help outline a situation and recommendations
• Experience in analyzing data, problem-solving and making recommendations
• Excels in a fast paced environment with lots of change and growth

EEO Statement

Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.

Reasonable Accommodation

Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.

An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

We are seeking experienced a Product Transformation Coach to support Transformation & Readiness within a global organization. You will help guide multiple product teams through an Agile and product transformation journey.

This is a business-side coaching role, focused on enabling product teams, driving change, and supporting the adoption of Scrum practices within teams currently operating in Kanban.

The ideal candidates will bring strong financial services experience, exceptional communication and coaching skills, and the ability to influence and lead change in a fast-paced, evolving environment.

Key Responsibilities

• Partner with business and technology teams to support the transformation of multiple payment-related products
• Coach product teams transitioning from Kanban to Scrum
• Guide Product Managers, Product Owners, and Scrum Masters in Agile and product best practices
• Support product teams through change management and transformation initiatives
• Assist in creating and refining:
• Process flows
• Requirements and product documentation
• Epics, Features, and User Stories
• Acceptance criteria
• Drive consistent use of Jira and Confluence for product and delivery tracking
• Promote a business-first mindset focused on enabling product and business outcomes
• Help teams adopt Agile ways of working while maintaining flexibility in a dynamic environment

Required Qualifications

• Financial services experience (required)
• Experience coaching or supporting Agile product teams
• Strong knowledge of Scrum and Kanban
• Familiarity with SAFe concepts and frameworks (not a formal SAFe role)
• Hands-on experience with Jira and Confluence
• Strong business acumen and ability to work with business stakeholders

Our client is seeking a high-impact Corporate Controller to lead the accounting organization during a period of sustained growth and acquisition activity. This role is open due to promotion and offers significant visibility and influence across the executive team.

The Corporate Controller will oversee consolidated accounting across three divisions, lead post-acquisition integration efforts, strengthen SOX compliance, accelerate and standardize the close process, and continue automation initiatives within NetSuite. This leader will partner closely with the CFO, SVP of Finance, and Director of Technical Accounting & External Reporting to ensure a scalable, disciplined accounting infrastructure suitable for a public, acquisition-driven enterprise.

• 
  
• Lead consolidated financial reporting across three operating divisions.
  
• Own and materially improve the monthly and quarterly close process – driving timeline reduction and implementing a standardized, scalable close framework.
  
• Ensure accurate GAAP reporting and operational execution of accounting policies including ASC 606 and ASC 842.
  
• Maintain integrity of intercompany processes, balance sheet governance, and enterprise-wide reconciliation standards.
  

• 
  
• Lead accounting integration of acquired companies, many originating from private environments with inconsistent controls and processes.
  
• Standardize accounting policies, reporting structures, and internal controls across newly integrated businesses.
  
• Partner cross-functionally on ERP alignment and reporting integration within NetSuite.
  
• Build infrastructure capable of supporting continued acquisition activity.
  

• 
  
• Own SOX compliance execution and strengthen internal controls over financial reporting.
  
• Serve as primary liaison to external auditors for annual audit and quarterly reviews.
  
• Identify control gaps and drive remediation initiatives across divisions.
  

• 
  
• Drive continued automation and optimization within NetSuite.
  
• Improve reporting efficiency, workflow automation, and data accuracy.
  
• Implement best-in-class close management and documentation standards.
  

• 
  
• Lead and develop the accounting organization.
  
• Partner closely with the Senior Director of Shared Services to ensure transactional accounting supports corporate objectives.
  
• Communicate effectively with executive leadership, division finance teams, auditors, and Board stakeholders.
  
• Elevate accountability, structure, and financial rigor across the enterprise.
  

• 
  
• CPA required; Big Four or national public accounting foundation strongly preferred.
  
• 15+ years of progressive accounting leadership experience.
  
• Prior experience in high-growth, M&A-driven organization.
  
• Deep consolidations expertise across multi-entity environments.
  
• Strong SOX and public company audit experience.
  
• Demonstrated success reducing close timelines and professionalizing accounting processes.
  
• Experience integrating acquired businesses and standardizing controls.
  
• NetSuite experience strongly preferred.
  
• Exceptional communication skills and executive presence.