Banking and Financial Services Jobs in Richmond

The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations.

Key Responsibilities

• Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings.
• Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders.
• Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed.
• Understand when an issue is routine vs. when it requires escalation to senior staff.
• Maintain clean version control and document history across Word, Excel, and PDFs
• Ensure documents are stored, labeled, and distributed properly and securely.
• Support the fund administration team in meeting deadlines and managing review cycles.
• Help reinforce consistent processes and document-control standards.

Preferred Skills & Experience

• Strong proficiency with Microsoft Word, Excel, and PDF markup tools.
• Workiva experience is a major plus.
• Excellent verbal and written communication skills.
• Ability to manage multiple deadlines and shifting priorities without sacrificing accuracy.
• Strong attention to detail and comfort working with regulated documents.
• Ability to identify issues, ask informed questions, and escalate when appropriate.
• Self-directed work style with ownership of recurring processes.
• Flexibility during peak reporting cycles.

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.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience

• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)

• Paid sick leave as determined by state or local ordinance, prorated based on start date

• Paid holidays (7 days per year, based on start date)

• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience

• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)

• Paid sick leave as determined by state or local ordinance, prorated based on start date

• Paid holidays (7 days per year, based on start date)

• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Financial Representative Trainee (Sales)

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.

WHAT WE CAN OFFER YOU:

• Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
• Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
• $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
• An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
• Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
• Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
• Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
• Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

• You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
• You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
• You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
• You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
• You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

WHAT YOU’LL BRING:

• Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
• Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
• Be highly self-motivated and results-oriented, working both independently and as part of a team.
• Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

• Knowledge of the Insurance/Financial Services industry, products and marketing practices.
• Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at

SVP, Head of Operations

Reports to: Chief Executive Officer

New Horizon Bank is seeking an experienced and strategic Head of Operations to lead and modernize our client-facing operational and payments infrastructure.

This role is responsible for delivering best-in-class customer experience with speed, accuracy, and confidence, particularly for complex commercial and institutional relationships, while ensuring scalable, disciplined execution across all deposit and payment platforms.

This is a high-impact leadership opportunity within a fast-growing institution building toward the next stage of scale.

Key Responsibilities

Client & Deposit Operations Leadership

• Lead Deposit Operations and Treasury Management Operations teams
• Deliver white-glove onboarding for complex commercial relationships
• Establish and monitor service-level standards
• Reduce friction between bankers and operations
• Own high-value operational escalations
• Develop performance dashboards and operational KPIs

Payments & Infrastructure Oversight

• Oversee ACH, wire, Zelle, and Real-Time Payments (Clearing House RTP and FedNow)
• Lead implementation and governance of international payment capabilities (including SWIFT and correspondent relationships)
• Ensure payment systems operate with speed, strong controls, and fraud discipline
• Manage correspondent bank relationships and key payment vendors
• Partner with Technology on core system optimization and digital banking enhancements
• Lead operational readiness, testing, and rollout planning for new capabilities

Strategic Deposit & Product Enablement

• Partner with executive leadership to evaluate complex deposit opportunities
• Assess operational scalability and servicing requirements
• Design onboarding and servicing models prior to launch
• Support rollout of new deposit and savings products
• Coordinate closely with Technology and Treasury Management

Trust & Business Line Integration

• Support operational integration of Trust division workflows
• Align deposit and payment processes with fiduciary requirements
• Ensure scalable cross-business servicing models

Risk & Governance

• Maintain strong operational controls
• Reduce exception volume and processing errors
• Own remediation of operational audit findings
• Partner closely with Compliance and Risk leadership

Qualifications

• 10+ years of leadership experience in bank operations, payments, or deposit infrastructure
• Deep knowledge of ACH, wires, real-time payments, and correspondent banking
• Experience scaling a growing institution preferred
• Strong partnership experience with Technology teams and core banking platforms
• Executive presence and ability to advise senior leadership
• Systems thinker with ability to manage complexity

What We’re Looking For

• Calm, structured, and disciplined leader
• Comfortable digesting complex opportunities and providing clear recommendations
• Growth-oriented mindset
• High accountability and low ego
• Ability to build scalable infrastructure without slowing momentum

FULL-SERVICE SHOPPER

Start earning quickly with a flexible schedule

Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.

Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.

As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.

What you get as a shopper:

• Start earning quickly on a flexible schedule*
• Weekly pay with the option of instant cashout
• Potential to earn tips
• Special earnings promotions

Basic requirements:

• 18+ years old (21+ to deliver alcohol)
• Eligible to work in the United States
• Consistent access to a vehicle and a recent smartphone

Additional information:

Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.

Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.

Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.

Review the Independent Contractor Agreement here

*Subject to availability of batches in your area.

The client is a non-profit public media organization with a rich history that dates back to 1964.

It is committed to enriching the lives of Virginians through informative, educational, and culturally engaging content across its television, radio, and digital platforms.

These include several public television and radio stations offering a combination of news, music, and lifestyle programming to various regions of Virginia.

The client rebranded in 2019 to better align with its mission and has expanded its services to include a magazine focused on arts and culture since 2021.

The client's Chief Financial Officer (CFO) is responsible for the financial and risk management operations of the client.

This includes developing financial strategies, ensuring compliance with regulatory requirements, and managing financial resources.

The CFO reports directly to the President and is expected to have excellent communication skills to convey complex financial information to stakeholders.

Responsibilities include aiding in the client's strategic direction, managing budgets, developing performance measures, ensuring legal compliance, and acting as the primary contact for investment-related matters.

Additionally, liaison efforts with the board and handling annual audits are crucial parts of the role.

The ideal candidate for the CFO position should have a bachelor's degree in Accounting or Business and a minimum of 10 years in business management.

Experience in the non-profit sector, particularly with financial leadership of operations with $25 million or more, is preferred.

The role demands a strong understanding of financial management, budgeting, and forecasting.

Expertise in public media regulatory requirements and experience interacting with executive management and boards are essential.

The candidate should also demonstrate knowledge of investments, 501(c)(3) regulations, and FCC rules, with a preference for experience in public media organizations or related activities.

The director of finance and operations position offers a crucial leadership role within a nonprofit organization dedicated to supporting children with cancer and their families in Virginia.

The role requires a strategic and participative leader to oversee financial and operational functions. Key responsibilities include maintaining the general ledger, presenting financial reports, overseeing all financial aspects such as program accounting and state grant requirements, coordinating annual audits, and overseeing budgeting and planning processes.

The director works closely with the executive director and board finance committee to manage critical financial matters, including investment policies and regulatory compliance. Additionally, the position involves managing cash flow, financial forecasting, and updating business policies and accounting practices.

Beyond financial management, the role encompasses strategic operations, which involve collaborating with senior leadership to establish comprehensive strategic plans and ensuring the effective implementation of high-impact initiatives.

The director serves a pivotal role in cross-functional coordination, ensuring alignment across departments, removing roadblocks, and maintaining progress on top priorities. The position also requires facilitating key business processes, managing strategic planning efforts, and ensuring organizational effectiveness through contributing to meetings and business reviews alongside senior leadership.

Information technology and facility management form integral parts of the role as well. Oversight of internal information systems, including telecom and network infrastructure, is essential to ensure operational efficiency.

Additionally, the director is responsible for managing facilities, which includes maintenance, capital improvements, and ensuring accessibility and compliance with relevant standards. Through these various responsibilities, the director of finance and operations supports the client in achieving its mission to improve life for children with cancer and their families across Virginia.

• Serve as the BHE GT&S primary contact on income tax matters.
• Manage monthly, quarterly, and annual tax accounting according to ASC 740.
• Manage income tax function ensuring accurate and timely reporting of all federal state and local income tax returns and monthly quarterly and annual financial statements.
• Support tax planning and forecasting.
• Provide written and/or oral responses and testimony to federal state and regulatory authorities and supports all regulatory matters concerning income taxes.
• Perform other duties as requested or assigned.

• Strong federal, state, and local income tax compliance experience.
• Strong tax consolidation experience, both with financial statements and tax returns.
• Working knowledge of tax systems.
• Extensive knowledge of federal and state tax laws, tax compliance systems, regulatory and
  tax accounting and company operations.
• Ability to communicate complex concepts to others.
• Knowledge of tax research methodology.
• Affiliation with national, state and industry tax associations.
• Effective written and oral communication skills, including presentation skills.
• Effective analytical, problem solving, and decision-making skills.
• Project management skills.
• Ability to prioritize and handle multiple tasks and projects concurrently.

Compensation details: 155300-194100

PI66684969f632-37344-39515917