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Banking and Financial Services Jobs in Forest Hills Ny Flexible

209 positions found — Page 5

Insurance Risk Management, NYC area, Remote
Salary not disclosed
New York, Remote 1 week ago

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

  • Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
  • Manage national clients related to property and casualty and liaising with brokers
  • Manage risk management process from start to finish
  • Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
  • Assist with implementation of new policies and procedures for clients
  • Work under little supervision
  • Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

  • At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
  • CPCU or ARM certification is helpful
  • Strong written and verbal skills with above average computer skills
  • Experienced in contract reviews/revisions and negotiating with brokers
  • Comfortable to work in a smaller team-oriented environment
  • Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne


Remote working/work at home options are available for this role.
Not Specified
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Portfolio Manager
Salary not disclosed
New York 1 week ago

We are seeking a Portfolio Manager to lead and oversee a portfolio of strategic initiatives supporting corporate systems, including HR, Legal, and Risk functions. This role will drive governance, execution oversight, prioritization, and reporting across multiple concurrent projects, ensuring alignment with business objectives and regulatory requirements.

The ideal candidate thrives in a fast-paced financial services environment and brings strong portfolio management discipline, executive communication skills, and the ability to drive cross-functional alignment.

Key Responsibilities:

  • Manage and oversee a portfolio of corporate systems initiatives, ensuring projects are aligned to strategic priorities and delivered on time and within scope.
  • Establish and maintain portfolio governance frameworks, including intake, prioritization, stage gates, and executive reporting.
  • Drive cross-functional coordination across HR, Legal, Compliance, Risk, Technology, and Finance stakeholders.
  • Provide clear, concise reporting on portfolio health, risks, dependencies, budget, and resource capacity to senior leadership.
  • Identify and proactively manage risks, issues, and interdependencies across programs and projects.
  • Facilitate steering committees and governance forums, ensuring decisions are documented and actioned.
  • Implement and continuously improve portfolio management best practices, tools, and KPIs.
  • Support financial oversight of the portfolio, including budget tracking, forecasting, and business case validation.
  • Ensure initiatives meet regulatory, audit, and compliance standards within a financial services environment.
  • Foster strong stakeholder relationships and drive accountability across delivery teams.

Required Qualifications:

  • 7-10 years of experience managing a portfolio of projects and/or enterprise programs.
  • Proven experience establishing and running portfolio governance and reporting frameworks.
  • Strong executive presence with excellent written and verbal communication skills.
  • Demonstrated ability to operate effectively in a fast-paced, highly regulated financial services environment.
  • Experience supporting corporate systems functions such as HR, Legal, Compliance, and/or Risk.
  • Strong financial acumen, including budget management and portfolio forecasting.
  • Ability to drive alignment across cross-functional teams.
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Actuarial Analyst Intern (NYC)
🏒 Howden Re
Salary not disclosed
New York 1 week ago

An actuarial intern at Howden Re is a member of an energetic, quantitative, client-facing team that specializes in creating and executing P&C reserve solutions including creating client submissions, working on loss portfolio transfers, and capital modeling. The team is small but diverse with unlimited opportunity to learn, advance, and take on responsibility.

Actuarial analyst interns are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re's tools and approach, contribute to their development and present solutions and services to our clients.

Primary Responsibilites:

  • Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services
  • Data collection and manipulation in spreadsheets and other database applications
  • Prepare client-ready presentations to communicate analysis results to brokers and clients
  • Understand reinsurance contracts and products (terminology, terms and conditions)
  • Manage workflow proactively and take initiative on internal projects to improves processes, products or services
  • Take ownership and responsibility for quality, accuracy and timely completion of analyses
  • Willingness to be part of Howden Re's "Team First" culture and to offer help to others without prompting

Qualifications:

  • Pursuing a bachelor's degree from a four-year college or university with a 3.0 or higher graduating GPA; advanced degree is a huge plus
  • 0-2 years of experience in the (re)insurance industry
  • Actuarial exam(s) are a plus
  • A strong aptitude for analysis, database management and programming skills; those with a minor in computer science or have completed at least 2 programming classes are strongly preferred
  • Good Microsoft Office skills (Excel, Word and PowerPoint)
  • Initiative and an eagerness to drive projects to a successful conclusion
  • Willing and able to act as a team player
  • Legally authorized to work in the United States

This is an in-person opportunity based in New York, NY running from early June through early August 2026.

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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.
temporary
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Event Manager - Investment Firm
Salary not disclosed
New York, NY 1 week ago

Event Manager

Midtown Manhattan (5 days/week in office)

A private investment firm is seeking an experienced Event Manager to lead its client events platform. This individual will own the strategy, planning, and execution of a portfolio of high-touch events designed to support relationship development and brand positioning among a senior, institutional audience.

This is a highly visible, externally facing role partnering closely with senior leadership and investment professionals. The position requires strong judgment, operational rigor, and the ability to deliver polished, thoughtfully designed experiences with consistency and discretion.

Responsibilities

Event Strategy & Oversight

  • Lead end-to-end execution of an annual flagship conference for approximately 200+ senior attendees
  • Plan and execute a series of curated gatherings throughout the year (regional dinners, thematic events, select receptions)
  • Assess and manage participation in relevant third-party conferences, including sponsorships and speaking engagements
  • Align event initiatives with broader business development priorities

Execution & Operations

  • Own timelines, vendor coordination, contracts, and on-site management
  • Develop detailed run-of-show materials and manage cross-functional stakeholders
  • Coordinate executive participation in both internal and external events
  • Oversee sponsorship deliverables and event-related materials
  • Manage budgets and expense tracking
  • Resolve issues in real time with sound judgment and professionalism

Experience & Relationship Management

  • Ensure a consistent, high-quality experience from invitation through follow-up
  • Serve as a primary contact for senior attendees and external partners
  • Prepare internal stakeholders for speaking and hosting responsibilities
  • Maintain strong relationships with venues and external organizers

Measurement & Process Improvement

  • Track attendance, engagement, and qualitative feedback
  • Maintain documentation and continuously refine execution processes

Qualifications

  • 5+ years of event management experience, preferably within financial services, professional services, private markets, or luxury hospitality
  • Experience managing events for senior executives and institutional audiences
  • Strong project management and organizational skills
  • High attention to detail and commitment to quality
  • Excellent written and verbal communication skills
  • Willingness to work outside standard business hours as needed
  • Based in or willing to work on-site in Midtown Manhattan five days per week

Profile

  • Professional maturity and discretion
  • Ownership mindset and accountability
  • Calm under pressure
  • Refined judgment and strong aesthetic sensibility
  • Collaborative and adaptable

Compensation

Total compensation is expected to be in the range of $300,000–$350,000, inclusive of base salary and discretionary bonus, commensurate with experience.

Not Specified
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Client Relations Manager
Salary not disclosed
New York, NY 1 week ago

This is a high-visibility leadership opportunity for a service-driven professional passionate about people, operations, and client experience. As Client Relations Manager, you’ll set the standard for hospitality excellence while leading a front-of-house team in a premier corporate environment.


The Client Relations Manager is a client-facing leadership role responsible for delivering a five-star guest experience across reception, meeting services, and event operations. This individual oversees a team of corporate receptionists, ensuring service excellence, seamless daily operations, and a consistently polished, welcoming environment.


Reporting to theClient Relations Director (CRD) in New York, the Manager serves as the day-to-day ambassador of the client’s workplace experience, fostering relationships, managing performance, and driving continuous improvement.


Key Responsibilities


Client Experience & Relationship Management

  • Serve as the primary liaison between Opensity and the client, ensuring alignment with brand standards and workplace culture.
  • Maintain strong relationships through proactive communication, responsiveness, and an unwavering commitment to hospitality excellence.
  • Monitor client and guest satisfaction, resolve issues promptly, and identify opportunities to elevate the experience.
  • Partner with the CRD on regular business reviews and collaborate with fellow managers to share best practices.

Operational Leadership

  • Oversee all front-of-house operations including reception, meeting coordination, guest services, and hospitality support.
  • Ensure daily readiness of all spaces: reception, lobbies, conference areas, and lounges. Maintaining a β€œtour-ready” standard at all times.
  • Implement and refine operational workflows, SOPs, and training programs to support consistency and quality.
  • Track and report on service-level performance(SLAs, KPIs) and lead operational audits to ensure excellence.
  • Leverage technology and innovation to streamline processes and enhance the client experience.

Team Leadership & Development

  • Lead, mentor, and inspire a team of corporate receptionists to deliver genuine, anticipatory service.
  • Provide regular coaching, feedback, and recognition to promote professional growth and engagement.
  • Manage staffing, scheduling, and professional presentation standards.
  • Partner with the CRD and People Solutions team on performance management, employee relations, and training initiatives.
  • Foster a positive, inclusive, and service-driven culture where every team member feels empowered to create memorable experiences.


Qualifications


  • 5+ years of leadership experience, managing large teams of receptionists or concierges, in a corporate or high-end hospitality setting.
  • Proven ability to manage and inspire teams delivering five-star service in fast-paced, client-facing settings.
  • Strong client relationship management skills with a track record of delivering measurable service excellence.
  • Highly organized with the ability to manage multiple priorities and maintain composure under pressure.
  • Exceptional communication, presentation, and interpersonal skills.
  • Skilled in Microsoft Office Suite; familiarity with hospitality management systems a plus.
  • Professional, polished, and hospitality-minded demeanor at all times.
  • Commitment to confidentiality, discretion, and operational integrity.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.


Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.

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Account Executive
Salary not disclosed
New York, NY 1 week ago

Position: Account Executive


Location: Midtown Manhattan, NY β€” Hybrid (3 days in office / 2 days remote)


About WOBI:

WOBI is a global leader in delivering premium business content through both in-person and digital channels. As organizers of the annual World Business Forum, we inspire senior executives and professionals to drive innovation, leadership, and growth in their organizations. With a focus on delivering actionable insights, WOBI connects leading business minds with companies seeking transformation and success.


About the Role:

We are looking for a motivated, commercially driven Account Executive to join our North America team. This is an exceptional opportunity to be part of a high-performing team at the forefront of business excellence.


As an Account Executive you will manage the full sales cycle β€” from initial qualification through closing and ongoing account management. You will play a central role in WOBI's growth by developing strong, trust-based relationships with current and prospective clients, delivering an exceptional customer experience from first contact, and driving year-over-year revenue expansion. You will collaborate closely with leadership and the broader sales team to achieve both individual and team targets, bringing a strategic and consultative mindset to every engagement.


Key Responsibilities:


Account Management (30%):

o Develop and maintain strong relationships with existing clients across key

accounts.

o Deliver an exceptional, high-touch customer experience at every stage.

o Drive year-over-year revenue growth through upsells, renewals, and

expanded participation.

o Identify additional stakeholders within client organizations to expand multi-

threaded relationships.


Inbound lead selling (35%):

o Evaluate and qualify inbound leads based on predefined criteria.

o Conduct discovery calls to assess client needs, challenges, and opportunities

for alignment with WOBI’s offerings.

o Deliver engaging, professional presentations via phone, email, and LinkedIn

to move leads through the sales funnel.


Prospecting (25%):

  • Research target companies to understand organizational structures, decision-making processes, and potential multithreading paths.
  • Identify and engage new prospects through cold calling, email outreach, LinkedIn, and other sales tools.
  • Build familiarity and trust with prospective WOBI clients to support shorter and more efficient sales cycles.


Administrative & Collaboration (10%):

  • Maintain impeccable records of all interactions and activities in Salesforce.
  • Provide detailed notes and insights to support accurate forecasting and seamless handoffs.
  • Collaborate with Account Management and Marketing teams to support client success and campaign execution.


Qualifications and Skills

  • 2-5 years’ experience in B2B Sales with a track record of meeting or exceeding sales targets.
  • Exceptional communication skills, both written and verbal, with the ability to engage professionally with C-suite executives and senior leaders.
  • Proficiency in Salesforce is a must, including maintaining accurate records and leveraging CRM tools effectively.
  • High attention to detail and strong organizational skills.
  • Committed to providing an exceptional customer experience
  • Proven achievement in account management and revenue generation goals
  • Experience in conducting research on companies and industries to inform multi-threaded sales strategies, a plus.
  • A passion for professional development and an interest in WOBI’s mission of empowering business leaders.


Candidate will ideally have experience using the following tools:

  • Salesforce
  • LinkedIn Sales Navigator
  • Google Workspace
  • Salesloft
  • Zoom info (or similar)


Our Values:

Integrity - acting ethically, transparently, and treating others with respect.

Collaboration
- working inclusively and cooperatively toward shared goals and client

satisfaction.

Commitment to Excellence - dedication to delivering high-quality results through

perseverance and continuous improvement.

Passion & Creativity
- fostering enthusiasm, innovation, and a positive, engaging

work environment.

Humility & Growth - maintaining openness to learning, self-awareness, and valuing others’ contributions.

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Senior Account Executive
🏒 Justt
Salary not disclosed
New York, NY 1 week ago

Justt helps many of the world’s largest and most recognizable brands turn chargebacks from a constant headache into a managed, predictable part of doing business. Our AI-driven platform powers chargeback operations at scale, automating disputes end to end, recovering revenue that would otherwise be lost, and removing a major operational burden from finance, risk, and operations teams across multiple regions and verticals.

We’re a global company with teams across markets, and disciplines, working closely with leading players in the payments ecosystem. Our culture is built on clear thinking, collaboration, and a strong sense of ownership. At Justt, you’ll partner with product, engineering, data, success and go-to-market teams to build technology that sits at the core of modern payments, and has a direct, measurable impact on the bottom line for some of the biggest companies in the world.


Role Overview

We’re looking for a hunter-focused Senior Enterprise AE with deep roots in the payments ecosystem (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.). You’ll own the full sales cycleβ€”from outbound prospecting, discovery, and value mapping through to legal negotiation and close. This role is for someone who thrives in a fast-moving Series-C environment, embraces coaching, and knows how to build a real value-selling business case with enterprise buyers.


What You’ll Do

Own the full enterprise sales cycle

  • Proactively generate pipeline through outbound outreach, events, and strategic prospecting.
  • Lead deep discovery to uncover operational, financial, and technical pain tied to chargebacks.
  • Run structured value-selling motions (Command of the Message, Challenger, MEDDICC/MEDDPICC).
  • Align stakeholders across payments, fraud, finance, and operations teams.
  • Build a compelling business case rooted in ROI, efficiency, and risk reduction.
  • Partner with Solutions Engineering, Partnerships, and Product to execute multi-threaded deals.
  • Negotiate commercial terms and drive deals through legal to close.


Deliver revenue and market impact

  • Produce $5M+ in influenced/managed pipeline (adjust if needed).
  • Consistently meet or exceed annual revenue quota.
  • Represent Justt at key conferences, client on-sites, and partner events (travel required).


Contribute to a winning culture

  • Be coachable, curious, and obsessed with improving your craft.
  • Uphold high standards in forecasting, CRM hygiene, and stage discipline.
  • Help evolve the GTM playbook as we scale from Series C toward $50M+ ARR.


Requirements:

Industry Expertise

  • 7+ years selling enterprise SaaS or payments solutions to mid-market and enterprise merchants.
  • Direct experience in payments, fraud, or fintech strongly preferred (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.).

Sales Methodology Skills

  • Training/certification in MEDDICC/MEDDPICC, Command of the Message, or Challenger.
  • Demonstrated ability to build business cases, run value-based sales cycles, and close complex technical deals.

Mindset & Traits

  • True hunter with a track record of self-sourced revenue.
  • Coachable, curious, and motivated by category creation.
  • Strong β€œwhy”: Why Series C, why Justt, why chargebacks.
  • High integrity, high energy, and ambition to grow with the company.

Other Requirements

  • NYC-based or able to work regularly (4 times a week) from our NYC office in 1 Penn Plaza
  • Willingness to travel for conferences, client meetings, and events (20–30%).


Why Join Justt

  • Build in a growing category with a massive TAM and urgent customer pain.
  • Work directly with CRO, CKO, SE leadership, and cross-functional executives.
  • Contribute to a global team changing how merchants manage disputes.
  • High impact, high ownership, and a clear path to career acceleration.
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Sales Executive
🏒 Karbone
Salary not disclosed
New York, NY 1 week ago

About:

Karbone Research is now Noreva. Noreva empowers energy and commodity producers, buyers, developers, traders, and investors to value assets, settle deals, stress-test capital structures, and build confident strategies - all in one customizable platform.


Noreva is excited to be hiring for a Sales Executive position. This role represents an opportunity to join the team driving the commercial expansion of Noreva’s data and research products within Karbone’s broader ecosystem.


Responsibilities:

  • Own and execute the full sales cycle for Noreva’s subscription-based data products and bespoke market research engagements across energy transition markets (Power, Capacity, RECs/EACs, Renewable Fuels, etc.).
  • Drive new business development through targeted outreach, email sequencing, cold-calling, LinkedIn engagement, and referral generation
  • Build and maintain strong relationships with investors, financial institutions, corporates, and public-sector stakeholders.
  • Represent Noreva at industry conferences, webinars, and networking forums to strengthen market presence and originate new client relationships
  • Provide market and client feedback to inform product development, pricing strategy, and future data offerings.


Qualifications:

  • 1-3+ years of B2B sales experience, ideally in renewable energy, environmental, or related commodity markets.
  • Proven record of exceeding targets and building revenue streams in new markets.
  • Experience selling subscription services, including data and/or platform solutions
  • Skilled in managing the full sales cycle, from prospecting and pitching to closing and account management.
  • Strong understanding or interest in commodity markets, renewable energy, and environmental products (e.g. RECs, etc.)
  • Excellent communication and relationship-building skills.
  • Willingness to travel for client meetings and industry events.


The base salary for this position is estimated to be between $80,000-$120,000. Total compensation includes bonus and comprehensive benefits.

Not Specified
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Account Manager
Salary not disclosed
New York, NY 1 week ago

Account Manager – Marketing

Location: New York, NY

Schedule: On-site

Department: Marketing


We are seeking a driven, strategic, and detail-oriented Account Manager to join our Marketing team. This is an exciting opportunity for someone who thrives in fast-paced environments and wants to play a central role in delivering high-impact, integrated marketing initiatives. As an Account Executive, you will serve as a key liaison across teamsβ€”managing campaigns, aligning stakeholders, and helping execute programs spanning social media, web, and video content.

You will collaborate with internal partners, agency teams, and external vendors to ensure all deliverables meet brand standards, are completed on time, and support broader business objectives.


What You’ll Do

  • Serve as the primary point of contact for internal stakeholders, agency partners, and external creative collaborators.
  • Manage timelines, approvals, expectations, and deliverables across multiple teams and vendors.
  • Oversee the end-to-end execution of social media campaigns and video content, ensuring projects remain on-brand and on schedule.
  • Update and manage website content through WordPress, including layout adjustments and content publishing.
  • Identify potential roadblocks early and proactively problem-solve to keep projects moving efficiently.
  • Maintain organized systems to track assets, feedback, project status, and final deliverables.


What We’re Looking For

  • 3–5 years of experience supporting or managing accounts, ideally with Fortune 500 brands or within highly regulated industries (financial services, healthcare, pharma, nonprofit, etc.).
  • Strong understanding of social media, digital marketing, and video production workflows.
  • Experience with WordPress or comparable CMS platforms.
  • Excellent verbal and written communication skills with the ability to manage cross-functional stakeholders.
  • Highly organized, detail-oriented, and comfortable managing multiple projects simultaneously.
  • Familiarity with project management tools (Airtable preferred).
  • Understanding of compliance processes or legal review workflows is a plus.


Why This Role

  • Work closely with high-performing marketing, creative, and operational teams.
  • Gain hands-on experience managing end-to-end marketing initiatives for high-profile brands.
  • Build cross-functional relationships and strengthen your strategic and operational marketing skills.
  • Contribute to impactful work across digital, social, and multimedia channels.
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Director, Financial Services (Credit & Collections) – Hybrid
🏒 Jobot
Salary not disclosed
Greensboro, Hybrid 2 weeks ago
Hybrid Oppty! Director-Level Impact.

Enterprise-Level Responsibility.

Industry-Level Visibility.

This Jobot Job is hosted by: Liz Valdez Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $135,000
- $165,000 per year A bit about us: We are a nationwide leader in healthcare services and specialty distribution, leveraging advanced data and technology to ensure safe, reliable access to critical therapies.

For over 30 years, we’ve combined innovation, data-driven decision making, and operational excellence to make a meaningful impact on patient care.

Why join us? Lead a high-impact financial operation supporting enterprise growth.

Directly influence cash flow, risk management, and credit strategy.

Manage a high-performing team and develop future leaders.

Opportunity to drive process improvement, automation, and BI analytics.

Hybrid work flexibility with competitive compensation and benefits.

Job Details Director, Financial Services (Credit & Collections) – Hybrid | North Carolina Preferred Location: Hybrid (Preference for candidates based near North Carolina) Compensation: $135,000–$165,000 + Bonus + Full Benefits About the Role We’re seeking a strategic, hands-on Director of Financial Services to lead enterprise Credit, Collections, and Accounts Receivable operations for a high-volume, multi-site organization.

This is a high-visibility, high-impact role managing a $100M+ receivables portfolio, driving cash flow improvements, ensuring regulatory compliance, and leading a high-performing credit organization.

The ideal candidate brings a deep command of credit law and risk management, extensive SAP/S4HANA expertise, and a proven record improving DSO, automating workflows, and strengthening operational discipline within corporate or distribution environments.

What You’ll Do Strategic & Operational Leadership Lead all Credit, Collections, and A/R operations with full accountability for accuracy, compliance, cash flow, and performance.

Establish enterprise credit policies, credit limits, and financial risk thresholds across diverse customer portfolios.

Own KPI development and reporting for DSO, bad debt, and portfolio health, using BI tools for analytics and forecasting.

Drive cross-functional collaboration with Finance, Accounting, Sales, and Customer Service to optimize revenue protection and customer experience.

Credit Risk, Compliance & Litigation Ensure compliance with commercial and consumer credit laws, state/federal regulations, and internal audit standards.

Oversee credit litigation, dispute resolution, escalations, and litigation strategy with internal/external stakeholders.

Maintain high-quality financial data within SAP (Credit, Collections, Cash modules) and S/4HANA, leveraging BI tools for reporting.

Team Leadership & Development Lead and mentor a seasoned Credit & Collections team, building capabilities in analysis, risk assessment, systems, and customer engagement.

Drive a culture of accountability, collaboration, and operational excellence.

Provide coaching, training, and professional development to strengthen both technical and leadership competencies.

Process Improvement & Automation Champion automation, workflow optimization, and system enhancements across all credit and collections functions.

Use BI platforms (Power BI, Tableau, etc.) to identify trends, evaluate customer risk, and guide strategic decisions.

Standardize processes across sites to ensure consistency, accuracy, scalability, and audit readiness.

Required Qualifications Bachelor’s degree in Finance, Accounting, Business, or related discipline.

10+ years’ leadership experience in Credit, Collections, and/or Accounts Receivable within corporate or distribution environments.

Proven success managing a $100M+ receivables portfolio.

7–10 years of team leadership, coaching, and staff development.

Strong knowledge of commercial and consumer credit law, state/federal regulations, and audit/compliance controls.

Expertise in credit litigation, dispute resolution, and risk management.

Advanced proficiency with SAP Credit/Collections/Cash, S/4HANA, and BI tools.

Exceptional analytical, strategic, process improvement, and decision-making skills.

Strong executive presence with the ability to influence cross-functional leaders.

Preferred Qualifications Master’s degree in Finance, Accounting, or related area.

Relevant certifications: CBA, CBF, CCE, CMA, CRMA, Six Sigma Green Belt.

Experience in healthcare, pharmaceutical distribution, or other regulated industries.

Documented success in reducing DSO, improving cash flow, and strengthening risk controls.

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.

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Remote working/work at home options are available for this role.
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Sr. Financial Analyst (Hybrid)
🏒 Jobot
Salary not disclosed
Allentown, Hybrid 2 weeks ago
Sr.

Financial Analyst
- Hybrid / $$$ / GREAT Bonus / great benefits / growth opportunity This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $85,000
- $110,000 per year A bit about us: A leading U.S.

energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S.

while working to provide an outstanding service experience for our customers, consistently ranking among the best in the U.S.

This role is Hybrid, and we are looking to hire talent in Providence, RI to be onsite 1-2 days per week.

Why join us? Top tier benefits Good vacation / time off package 401K / match HSA match Hybrid 10-20% bonus Tons of growth Job Details We are seeking a highly motivated and experienced Sr.

Financial Analyst to join our team in the finance industry.

This is a permanent position that offers a hybrid work arrangement, allowing you to work both remotely and in our office.

As a Sr.

Financial Analyst, you will be responsible for providing financial analysis and insights to support decision-making processes across the organization.

You will work closely with senior management and various departments to provide accurate financial reports and analysis.

Responsibilities: Prepare financial reports, including budgeting, forecasting, variance analysis, and financial modeling, to support senior management in making strategic decisions.

Analyze financial data to identify trends and areas of improvement, providing recommendations to senior management on how to optimize financial performance.

Develop and maintain financial models to support business planning and forecasting.

Collaborate with various departments to provide financial insights and support for key business decisions.

Monitor financial performance against key performance indicators (KPIs) and provide recommendations to improve financial performance.

Develop and maintain financial dashboards using PowerBI to provide real-time financial insights to senior management.

Participate in the annual budgeting process and provide ongoing support to the FP&A team.

Continuously improve financial processes and procedures to increase efficiency and accuracy.

Qualifications: Bachelor's degree in finance, accounting, or related field.

MBA preferred.

3+ years of experience in financial analysis, budgeting, forecasting, and variance analysis.

Advanced Excel skills, including the ability to create complex financial models.

Experience with financial modeling and forecasting software.

Strong analytical skills and attention to detail.

Excellent communication skills, with the ability to present financial information to senior management.

Experience with KPI development and monitoring.

Proficiency in PowerBI to develop financial dashboards and reports.

Ability to work independently and as part of a team.

Strong problem-solving skills and ability to think strategically.

If you are a highly motivated and experienced Sr.

Financial Analyst with a passion for providing financial insights and support to senior management, we encourage you to apply for this exciting opportunity.

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
Remote working/work at home options are available for this role.
Not Specified
View & Apply
Contact Center Professionals-Remote from TN
Salary not disclosed
Nashville, Remote 2 weeks ago
Automated Health Systems is a premier healthcare focused customer service vendor expanding in the β€œGreater Tennessee” Region.

Join at the front end for an exciting opportunity in a fast-paced contact center environment.

This position provides service for application and phone-based assistance for TN Medicaid members.

Benefits: Fully remote Health/Dental/Vision/401(k)/Paid Time Off Employee Wellness Program Comprehensive and ongoing training Strong company culture (promotion within call center) and career growth opportunities Additional Benefits include: Eligibility for up to a $400 sign-on bonus! Eligibility for employee referral incentives up to $400! Responsibilities: Assisting individuals and families gain access to health care services.

Providing accurate and consistent information.

Providing quality customer service and support.

Team player with excellent communication skills.

Customer-focused with a passion for helping people.

Strong PC proficiency with a willingness to learn new applications.

Ability to handle high call volume in a fast-paced environment.

Maintain confidentiality of personal health information.

Minimum of 2 years’ experience in call center customer service position required.

Understanding of Missouri Medicaid Programs preferred.

Associate degree in related field preferred.

Bilingual skills (i.e., Spanish) strongly preferred.

Don’t miss the chance to join this cutting edge, service-minded team dedicated to making the process to receive healthcare accessible and easy for all who contact us! AHS is an Equal Opportunity Employer.

Please visit our website for more information: ww /careers β€œThe Enlightened Choice in Health Service Management”
Remote working/work at home options are available for this role.
Not Specified
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Senior Payroll Analyst - HYBRID
🏒 Jobot
Salary not disclosed
Louisville, Hybrid 2 weeks ago
Senior Payroll Analyst
- HYBRID/$$$/FAST MOVING HIRING PROCESS!! This Jobot Job is hosted by: Evan Flynn Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $90,000
- $105,000 per year A bit about us: Our client delivers innovative solutions that support diverse environments and operational needs.

Why join us? HYBRID
- 3 days in office Top Compensation!! Medical/Dental/Vision 401k Generous PTO Job Details Job Details We are seeking a dynamic and experienced Senior Payroll Analyst to join our team.

This role plays an integral part in our Finance Department, ensuring that all payroll activities are carried out efficiently and effectively.

This is a permanent, hybrid role that offers the flexibility to work both on-site and remotely.

The successful candidate will be responsible for managing the payroll process for both hourly and salaried employees, ensuring compliance with tax laws and regulations, and providing accurate payroll reporting and audits.

This role requires a deep understanding of the manufacturing industry, with a focus on multistate payroll, payroll taxes, payroll reporting, payroll audits, and more.

Responsibilities Manage the entire payroll process, including the calculation and distribution of wages for both hourly and salaried employees.

Administer bonus payments, payroll garnishments, and other special payroll procedures.

Conduct monthly, quarterly, and year-end payroll audits to ensure accuracy and compliance with all relevant laws and regulations.

Prepare and submit accurate payroll reports to management and regulatory agencies.

Stay up-to-date with changes in tax laws and regulations that may affect the payroll process.

Work closely with the HR department to ensure that all employee data is up-to-date and accurate.

Troubleshoot and resolve payroll-related issues in a timely and professional manner.

Assist in the development and implementation of payroll policies and procedures to improve efficiency and accuracy.

Provide training and support to junior staff members and other departments as needed.

Qualifications A minimum of 5 years of experience in a payroll role, preferably within the manufacturing industry.

Expert knowledge of multistate payroll, payroll taxes, payroll reporting, and payroll audits.

Experience with payroll for both hourly and salaried employees.

Proficiency in bonus payments, payroll garnishments, and other special payroll procedures.

Strong understanding of month-end, quarter-end, and year-end payroll processes.

Advanced Excel skills, including the ability to create complex formulas and pivot tables.

Excellent attention to detail and a high level of accuracy.

Strong problem-solving skills and the ability to troubleshoot payroll-related issues.

Excellent communication skills, both written and verbal.

Ability to work independently and as part of a team.

Bachelor's degree in finance, accounting, or a related field is preferred.

Certification as a Payroll Professional (CPP) is a plus.

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
Remote working/work at home options are available for this role.
Not Specified
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Remote Mortgage Underwriter (DE and LAPP/SAR Required)
🏒 Jobot
Salary not disclosed
Fairfax, Remote 2 weeks ago
This Jobot Job is hosted by: Brendan Thomas Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $95,000
- $110,000 per year A bit about us: We have been helping families build homes for over 70 years! We are Top 5 in the nation with over 500,000 homes built and sold across the country.

We are looking to add a Remote Fully Designated Mortgage Underwriter to our team.

Why join us? Why You’ll Love Working Here Highly competitive compensation designed to reward performance Exclusive home purchase incentives plus additional employee perks Discounted mortgage and settlement servicesβ€”real savings where it matters Comprehensive health, life, and disability coverage for peace of mind 401(k) plan to help you build long-term financial security Employee Stock Ownership Program β€”share in the company’s success Generous paid time off to truly unplug and recharge Robust onboarding, training, and ongoing support to set you up for success Exceptional retention and stabilityβ€”a company that has never experienced a layoff Fast-track career growthβ€”over 80% of leadership roles filled through internal promotion Genuine work/life balance in a supportive, people-first culture And plenty more benefits that make this a place people stay and grow Job Details As a Senior Mortgage Underwriter, you’ll play a critical role in turning homeownership dreams into reality.

Your underwriting decisions will directly influence customers’ ability to secure financing for their new homes, making attention to detail, sound judgment, and collaboration essential to success.

This role is primarily remote, with occasional onsite meetings as needed.

What You’ll Do Underwrite Conventional, FHA, and VA loans in accordance with investor and agency guidelines Submit files through automated underwriting systems and evaluate results Approve or pend loans and present qualifying files to loan committee Serve as a trusted underwriting resource for branch partners, assisting with scenarios, questions, and complex files Maintain a consistent 24–48 hour turnaround on new submissions and resubmissions Ensure accurate loan documentation and proper file maintenance Utilize office systems and tools to support efficient underwriting operations What We’re Looking For Active FHA Direct Endorsement (DE) and VA SAR/LAPP underwriting approval Minimum 5 years of mortgage underwriting experience Strong customer service mindset with a collaborative, solution-oriented approach Proven ability to work cross-functionally with mortgage and lending partners Exceptional attention to detail and accuracy Strong organizational, planning, and time-management skills Comfort working in Microsoft Excel for data organization and analysis Experience with Encompass preferred (not required) 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
Remote working/work at home options are available for this role.
Not Specified
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Sr Financial Analyst (hybrid)
🏒 Jobot
Salary not disclosed
Westfield, Hybrid 2 weeks ago
Hybrid with International Company!!! This Jobot Job is hosted by: Garrett Mathison Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $95,000
- $105,000 per year A bit about us: We are a leader in safety equipment manufacturing and supply products and brands all over the globe.

We provide equipment to large enterprise clients, individuals and everything in between with a focus on quality and commitment.

Why join us? We are a family-run company and we take pride in that.

We focus on quality, culture and integrity in everything we do.

On top of that, we offer paid volunteer days, an onsite clinic and gym and a focus on work life balance.

Job Details We are seeking a dynamic and experienced Sr Financial Analyst to join our team.

This is a permanent, hybrid role that offers the flexibility to work from home while also spending time in our collaborative office environment.

The successful candidate will play a crucial role in our manufacturing industry, providing financial insights that drive the company's strategic decisions.

This role involves reconciliations, Excel, consolidation, BOM, P&L, KPI, budget, and cost management.

Responsibilities: 1.

Perform complex financial analyses to identify trends, opportunities, and risks.

2.

Develop and maintain financial models, conducting benchmarking and process analysis.

3.

Monitor and analyze monthly operating results against budget.

4.

Manage the preparation of the company's budget and financial forecasts.

5.

Conduct cost analysis, comparing budgeted costs to actual costs.

6.

Prepare accurate and timely monthly, quarterly, and year-end financial reports.

7.

Collaborate with management on the development and execution of strategic plans.

8.

Conduct financial reconciliation and consolidation on a regular basis.

9.

Develop and track key performance indicators (KPIs), highlighting trends and analyzing causes of unexpected variances.

10.

Work on the Bill of Materials (BOM) and understand its financial impact on the business.

11.

Develop financial models and analyses to support strategic initiatives.

Qualifications: 1.

Bachelor's degree in finance, accounting, or related field.

MBA or relevant certification (CFA, CPA) is a plus.

2.

Minimum of 5 years of experience in a financial analysis role, preferably within the engineering industry.

3.

Strong proficiency in Excel and financial software applications.

4.

Extensive understanding of financial trends both within the company and general market patterns.

5.

Proficient in financial reconciliation, consolidation, and cost management.

6.

Strong understanding of BOM, P&L, KPI, and budget management.

7.

Excellent analytical, decision-making, and strategic planning skills.

8.

Strong communication and presentation skills, able to present financial information and models in a concise and easily understandable manner.

9.

High attention to detail and accuracy, with the ability to work under pressure to meet deadlines.

10.

Ability to work independently and as part of a team.

If you are a seasoned financial professional with a strategic mindset and a passion for the manufacturing industry, we would love to hear from you.

This is an excellent opportunity to join a growing company, where you will play a key role in driving our financial success.

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
Remote working/work at home options are available for this role.
Not Specified
View & Apply
Strategic Fractional CFO | Growth & Finance Leader (Remote)
$250 +
Chicago, IL, Remote 2 weeks ago
A financial consulting firm is seeking a Fractional CFO in the Greater Chicago area.

This hybrid role involves strategic financial planning, managing client relationships, and leading accounting teams.

The ideal candidate will have over 15 years of experience in accounting/finance, a bachelor’s degree, and a CPA.

The role offers unmatched flexibility, including unlimited PTO and competitive compensation.
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Remote working/work at home options are available for this role.
Not Specified
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Hybrid Tax Manager (CPA) β€” Lead Engagements & Growth
$250 +
San Diego, CA, Hybrid 3 weeks ago
A dynamic recruiting firm is looking for a Tax Manager (CPA) in Chula Vista, California.

This full-time role offers a hybrid work environment, leading tax engagements while mentoring staff and building strong client relationships.

The ideal candidate will hold an active CPA license and have over 4 years of public accounting experience.

Competitive compensation, comprehensive benefits, and career advancement opportunities are included.

If you're seeking a supportive environment to grow your career, apply today.
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Remote working/work at home options are available for this role.
Not Specified
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Remote Group Manager - Middle Market Banking
🏒 Flagstar Bank
$250 +
Chicago, IL, Remote 3 weeks ago
A leading financial institution is seeking a Group Manager for Middle Market in Chicago, IL.

This role involves building and leading a team focused on new business development and client relationship management.

Candidates should have 15+ years of experience in commercial lending, strong interpersonal and negotiation skills, and a Bachelor's degree is preferred.

Additionally, the position requires knowledge of credit quality and regulatory compliance.

The company offers comprehensive benefits and a competitive salary range.
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Remote working/work at home options are available for this role.
Not Specified
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Hybrid AVP: Chief Risk Officer, Workforce Benefits
$250 +
A leading insurance firm in Newport Beach is seeking an experienced AVP
- Chief Risk Officer for its Workforce Benefits Division.

This role entails developing risk strategies to oversee a profitable business in the Group Benefits market.

The ideal candidate will have over 10 years in Risk Management within the relevant field, strong analytical skills, and a collaborative approach.

This hybrid role requires 4 days in-office, offering a competitive salary and comprehensive benefits.
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Remote working/work at home options are available for this role.
Not Specified
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