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Banking and Financial Services Jobs in Rochester New York Wfh Remote

102 positions found — Page 6

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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Director of Investment Products & Strategy (Hybrid)
🏢 IMEA
$250 +
Boston, MA, Hybrid 3 weeks ago
A financial services company in Boston, MA seeks a Director, Investment Specialist/Head of Co-Manufactured Products.

This role involves leading the development of innovative financial products, collaborating with various internal teams, and ensuring compliance with regulatory standards.

Candidates should have an MBA and 8+ years of relevant experience.

Competitive salary and flexible hybrid work arrangement offered.
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Remote Head Of Finance - Sei Foundation
$250 +

The Sei Foundation is looking for a strategic Head of Finance (or Director of Finance, depending on experience) to lead its financial operations and strategy. This role is essential to ensuring financial stability, optimizing resource allocation, and supporting Sei’s rapid growth as the fastest layer 1 blockchain. The ideal candidate will be a proactive, analytical leader who thrives in a fast-paced, innovative environment and has experience in both traditional finance and the unique dynamics of web3 organizations.

Responsibilities
  • Strategic Financial Planning:Design and implement financial strategies that align with Sei’s mission & growth objectives, supporting both short & long-term priorities and goals.
  • Treasury Management:Manage treasury operations, including digital asset management, to maintain liquidity, optimize returns, and safeguard assets.
  • Capital Allocation:Develop and oversee capital deployment strategies, evaluating ROI on investments in the Sei ecosystem.
  • Budget Management:Oversee the Foundation’s budget, ensure efficient resource allocation, and maintain transparency and accountability across all teams.
  • Compliance and Risk Management:Ensure adherence to regulatory requirements and establish strong financial controls to mitigate risks in an evolving regulatory environment.
  • Partnership Support:Work with the business development team to structure and assess partnerships, investments, and ecosystem funding opportunities, ensuring financial sustainability and strategic value.
  • Leadership Collaboration: Partner with leadership and vertical leads to provide financial insights, enabling data-driven decisions and driving strategic growth initiatives.
Requirements
  • 7+ years of experience in finance, accounting, or treasury management, with exposure to both traditional finance and blockchain or Web3 organizations preferred.
  • Deep understanding of digital asset management, tokenomics, and the financial operations unique to decentralized organizations.
  • Proven expertise in managing budgets, optimizing resource allocation, and driving financial planning in high-growth, dynamic environments.
  • Experience navigating complex regulatory landscapes and ensuring compliance across multiple jurisdictions.
  • Exceptional analytical skills with the ability to translate complex data into actionable insights and strategic recommendations.
  • Strong collaborative mindset and excellent communication skills, with a proven ability to work effectively across diverse teams in a global, remote-first organization.

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Chief Finance & People Officer — Remote, Equity
🏢 maxRTE
$250 +
San Francisco, CA, Remote 3 weeks ago
A growing healthcare technology firm is seeking a VP of Finance & HR to lead operations and build a world-class team.

This role requires 5+ years in a high-growth SaaS environment, focusing on key functions like budgeting, financial processes, and HR operations.

Candidates must be detail-oriented, execution-focused, and possess exceptional communication skills.

Benefits include competitive salary, unlimited PTO, and a remote work environment.
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Hybrid Director, FP&A & Strategic Growth
$250 +
Boston, MA, Hybrid 3 weeks ago
A logistics and supply chain company is seeking a Director of Financial Planning & Analysis to lead its finance team.

This key leadership role involves overseeing budgeting, forecasting, and strategic financial planning processes while collaborating with executive leadership to drive growth and profitability.

The ideal candidate should have a bachelor's degree and significant financial management experience, including a strong command of FP&A tools.

This position offers a hybrid work arrangement with regular presence in Boston, MA.
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Tax Manager – Hybrid Growth Path in Public Accounting
$250 +
Boston, MA, Hybrid 3 weeks ago
A well-established public accounting firm is seeking a Tax Manager to manage complex engagements and mentor staff.

The ideal candidate will have over 6 years of public accounting experience and an active CPA license.

This role offers a hybrid work style, competitive compensation ranging from $120,000 to $175,000 plus bonuses, and the opportunity for professional growth in a supportive team environment.

The firm values work-life balance and provides a comprehensive benefits package.
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Liquiditätsmanager – Strategische Treasury-Steuerung (Hybrid)
$250 +
Eine große Innungskrankenkasse in San Francisco sucht einen Finanz- und Controlling-Expert, der die Liquidität steuert und die Liquiditätsplanung verantwortet.

Erwartet wird ein wirtschaftswissenschaftliches Studium sowie umfangreiche Erfahrung im Bankensektor.

Die Stelle bietet eine attraktive Vergütung, hybride Arbeitsplätze und umfangreiche Weiterbildungsmöglichkeiten.

Bewerbungen sind bis zum willkommen.
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Strategic Chief Accounting Officer (Hybrid)
$250 +
A leading health system is seeking a Chief Accounting Officer responsible for the strategic leadership of the Accounting & Reporting Department.

This role ensures timely financial decision-making in support of the organization's mission.

The successful candidate will have over 12 years of accounting experience, a CPA, and ideally experience in healthcare.

The position offers a hybrid work environment and a comprehensive benefits package, including competitive compensation ranging from $242,840 to $412,838.

Apply today to be part of a vital healthcare system.
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Audit Senior Manager - Hybrid, Lead Audits & Growth
$250 +
San Jose, CA, Hybrid 3 weeks ago
A leading audit and advisory firm is seeking an Audit Senior Manager in San Jose, CA.

In this key role, you will oversee financial statement audits and support engagement teams through technical expertise and client relationship management.

Candidates should possess a Bachelor’s degree in accounting or related fields and an active CPA license, along with at least 8 years of public accounting experience.

The salary range for this position is $138,000 to $230,000 per year.
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Senior Tax Manager — Lead HNW Tax Strategy (Hybrid)
$250 +
Newport Beach, CA, Hybrid 3 weeks ago
A recruitment agency in Newport Beach is seeking a Tax Manager to prepare and review tax returns for high-net-worth clients.

The role involves developing tax strategies and supervising staff.

Candidates should have at least 8 years of experience in public accounting and a California CPA License or a Master's in Tax.

The position offers a salary up to $150K, performance bonuses, and comprehensive benefits including medical insurance, 401K matching, and flexible scheduling.
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Executive Underwriter, Management Liability - Hybrid
$250 +
San Francisco, CA, Hybrid 3 weeks ago
An insurance company in San Francisco is seeking an Underwriting Specialist or Executive Underwriter.

The selected candidate will leverage their sales and analytical skills to manage new and renewal underwriting for Financial Lines Products.

They will actively build relationships with distributors and work towards business retention and growth opportunities.

Candidates must have a High School Diploma or equivalent and relevant experience in the industry.

This position offers competitive compensation and a hybrid work model.
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Chief Financial Officer (Remote)
$250 +
Annapolis, MD, Remote 3 weeks ago
The Role

FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a client-facing Chief Financial Officer. This is a great opportunity to build a team, implement best practices, and help scale both our company and our clients.

Responsibilities
  • Manage FSM client engagements as a virtual Chief Financial Officer
  • Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
  • Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes
  • Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
  • Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
  • Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
  • Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
  • Collaborate with clients’ CRO and sales team on contracts and contract processes
  • Serve as a liaison between clients and their outside legal counsel
  • Oversee clients’ stock option, commission, and benefit plans
  • Direct and support FSM staff assigned to client engagements
  • Ensure deliverables meet FSM’s quality standard
  • Provide five-star client service
Job RequirementsProfessional background
  • 10+ years of financial experience with recent experience as CFO or VP of Finance at a growing SaaS or software company
  • Solid understanding of software revenue recognition, SaaS metrics, and associated best practices
  • Success implementing and optimizing process, procedures, and infrastructure to enable scale and support growth (organic and inorganic)
  • Experience in leading fundraising efforts, ideally at a growth stage company
Soft Skills
  • Capable, confident leader
  • Ability to handle multiple client engagements simultaneously
  • Commitment and ability to meet critical business deadlines
  • Self-starter with strong organizational skills
  • Exceptional attention to detail
  • Excellent research and problem-solving skills
  • Strong communication and social skills
  • Able to receive constructive feedback
  • Comfortable working in a dynamic environment
Education
  • Bachelor’s degree in Accounting or Finance is required
  • CPA preferred but is not required (the company will reimburse exam costs following successful completion)
Benefits and Perks
  • Compensation commensurate with experience
  • Flexible work schedule
  • Unlimited vacation
  • Medical, dental, and vision insurance
  • Ongoing education and training
  • Bonuses and profit-sharing

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Hybrid Market Director — Destination Management & Sales
$250 +
Boston, MA, Hybrid 3 weeks ago
A national destination management company is seeking a Market Director in Boston, Massachusetts.

This role involves overseeing business success in the region, creating opportunities through sales efforts, and managing programs from proposal to billing.

Candidates should have 3-5 years of experience in destination management, proven sales skills, and the ability to lead a team effectively.

The position requires flexibility in scheduling to meet client needs, including possible work on weekends and holidays.
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Tax Manager — Hybrid Leader in Public Accounting
🏢 Solid Rock Recruiting LLC
$250 +
San Francisco, CA, Hybrid 3 weeks ago
A reputable public accounting firm is looking for an experienced Tax Manager to manage complex tax engagements, mentor staff, and offer guidance to clients.

This hybrid role in San Francisco promises flexibility and opportunities for promotion, with a compensation package ranging from $125,000 to $195,000 base plus bonus.

Candidates must hold an active CPA license and have over six years of public accounting experience.
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Director of Tax: Global Strategy, Remote & Flexible
$250 +
Boston, MA, Remote 3 weeks ago
A leading AI software security company in Boston is seeking a Director of Tax to oversee the global tax function.

The candidate will manage tax compliance and audits while driving the company's global tax strategy.

The ideal applicant has over 10 years of experience and strong leadership skills in a fast-paced environment.

This role offers a collaborative atmosphere focused on innovation and support.
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Tax Senior Manager, Private Client Services (Hybrid)
🏢 CBIZ
$250 +
Boston, MA, Hybrid 3 weeks ago
A leading professional services firm is looking for an experienced professional to join their team.

This role involves being a Subject Matter Expert, managing significant client responsibilities, and supervising staff on engagement deliverables.

Required qualifications include a Bachelor's degree, eight years of public accounting experience, and an active CPA certification.

The firm offers a hybrid work opportunity located in multiple states including Massachusetts, providing a comprehensive benefits package to its employees.
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Hybrid Wholesale Insurance Broker & Underwriter
$250 +
San Diego, CA, Hybrid 3 weeks ago
A leading insurance solutions provider is seeking a professional to enhance revenue growth through relationship-building, marketing and selling wholesale insurance solutions.

This hybrid role emphasizes strong analytical skills, relationship management, and attention to detail.

Candidates should possess a Bachelor's degree and relevant experience in insurance sales.

The position offers a competitive salary and benefits including medical plans and flexible work hours.
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Hybrid Director of Risk Management & Insurance
$250 +
San Francisco, CA, Hybrid 3 weeks ago
A leading nonprofit organization in San Francisco is seeking a Director of Risk Management to oversee its insurance programs and mitigate risks.

The ideal candidate has 10 years of experience in risk management, with strong supervisory and project management skills.

This position requires collaboration with various departments to implement effective risk strategies.

The role includes developing compliance standards and managing relationships with insurance brokers.
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Remote VP of Finance & HR — Equity & Unlimited PTO
🏢 maxRTE
$250 +
San Francisco, CA, Remote 3 weeks ago
A healthcare technology company is seeking a VP of Finance & HR to build these functions from the ground up.

You will lead operations in budgeting, financial reporting, and recruitment, ensuring processes are optimized and strategic growth is achieved.

The ideal candidate has a proven track record in high-growth environments and a strong commitment to improving healthcare for providers and patients.
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Growth-Focused Virtual CFO | Flexible Schedule & Unlimited PTO
🏢 FinStrat Management
$250 +
A financial consulting firm in Annapolis is seeking a motivated individual for the role of Chief Financial Officer.

This position requires over 10 years of financial experience and a solid understanding of SaaS metrics.

The CFO will manage client engagements, provide financial insights, and implement best practices.

Benefits include compensation based on experience, flexible hours, unlimited vacation, and comprehensive health insurance.
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