β Banking and Financial Services β Clear
Banking and Financial Services Jobs in Totowa New Jersey
9 positions found
F
Financial Tips Evaluator (Remote)
π’ 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.
A
Revenue Growth Management Analyst IV
Salary not disclosed
Job Title: Revenue Growth Management Analyst IV Location: 100 Deforest Ave, East Hanover, NJ Duration: (Approx.
9 months) Schedule: MondayFriday (Standard Business Hours) Work Arrangement: Onsite/Hybrid
- Job Summary : We are seeking a highly analytical and detail-oriented Revenue Growth Management (RGM) Analyst IV to support the Sr.
Manager, RGM Capabilities as an S4/o9 Key User.
This temporary role will focus on system testing, data validation, reporting accuracy, and integration support across multiple sales and forecasting platforms.
The ideal candidate will have strong experience in system testing, data quality, reporting tools, and cross-functional collaboration within commercial or sales environments.
Key Responsibilities System Testing & Integration Support : Perform report testing for TPM and SPARK, including data and field validation between source and target systems Support S4 integration and UAT testing across Sales systems (TPM, BW, Power BI, Tableau) Execute acceptance testing and validate system outputs across commercial platforms Identify, document, and track defects; support resolution activities Data Quality & Forecast Validation : Conduct data quality reviews and support defect resolution processes Validate promotion drivers for o9 using Power BI, TPM, Tableau, and Excel Analyze constrained forecasts using reporting tools (DSR, SPARK, Tableau) Ensure holistic accuracy across Base + Incremental acceptance testing Reporting & Analytics : Build and validate reports using Power BI, Tableau, BW Ad Hoc, and Excel Support forecasting accuracy analysis, including bias, base vs.
incremental, and promoted vs.
non-promoted performance Apply ROI principles to support promotional evaluation Cross-Functional Coordination : Orchestrate acceptance testing activities across commercial and sales teams Delegate promotion remediation activities to CCMs based on Data Quality dashboards Provide thought leadership in defining thresholds for base and incremental acceptance testing Key Systems & Tools JIRA Q-Test Tableau Salesforce TPM (APEX) Power BI SAP S4 BW (Business Warehouse) Microsoft Office Suite (Advanced Excel required) Required Skills & Qualifications : Strong experience in system testing, UAT, and integration validation Proficiency with JIRA and Q-Test for defect tracking and test management Advanced Excel skills (VLOOKUP, data validation, analysis) Experience building and validating reports in Power BI, Tableau, or BW Strong problem-solving and issue resolution capabilities Understanding of forecasting accuracy metrics, bias analysis, and ROI principles Experience working with data modeling and large datasets Technical understanding of system integrations and interfaces Strong attention to detail and ability to manage multiple testing priorities Preferred Qualifications : Experience supporting Revenue Growth Management (RGM), Sales, or Commercial Analytics teams Familiarity with TPM platforms and promotional analytics Experience working in large enterprise system transformation or S4 implementation environments Education : Bachelors degree in Business, Finance, Analytics, Information Systems, or related field preferred Equivalent work experience will be considered
9 months) Schedule: MondayFriday (Standard Business Hours) Work Arrangement: Onsite/Hybrid
- Job Summary : We are seeking a highly analytical and detail-oriented Revenue Growth Management (RGM) Analyst IV to support the Sr.
Manager, RGM Capabilities as an S4/o9 Key User.
This temporary role will focus on system testing, data validation, reporting accuracy, and integration support across multiple sales and forecasting platforms.
The ideal candidate will have strong experience in system testing, data quality, reporting tools, and cross-functional collaboration within commercial or sales environments.
Key Responsibilities System Testing & Integration Support : Perform report testing for TPM and SPARK, including data and field validation between source and target systems Support S4 integration and UAT testing across Sales systems (TPM, BW, Power BI, Tableau) Execute acceptance testing and validate system outputs across commercial platforms Identify, document, and track defects; support resolution activities Data Quality & Forecast Validation : Conduct data quality reviews and support defect resolution processes Validate promotion drivers for o9 using Power BI, TPM, Tableau, and Excel Analyze constrained forecasts using reporting tools (DSR, SPARK, Tableau) Ensure holistic accuracy across Base + Incremental acceptance testing Reporting & Analytics : Build and validate reports using Power BI, Tableau, BW Ad Hoc, and Excel Support forecasting accuracy analysis, including bias, base vs.
incremental, and promoted vs.
non-promoted performance Apply ROI principles to support promotional evaluation Cross-Functional Coordination : Orchestrate acceptance testing activities across commercial and sales teams Delegate promotion remediation activities to CCMs based on Data Quality dashboards Provide thought leadership in defining thresholds for base and incremental acceptance testing Key Systems & Tools JIRA Q-Test Tableau Salesforce TPM (APEX) Power BI SAP S4 BW (Business Warehouse) Microsoft Office Suite (Advanced Excel required) Required Skills & Qualifications : Strong experience in system testing, UAT, and integration validation Proficiency with JIRA and Q-Test for defect tracking and test management Advanced Excel skills (VLOOKUP, data validation, analysis) Experience building and validating reports in Power BI, Tableau, or BW Strong problem-solving and issue resolution capabilities Understanding of forecasting accuracy metrics, bias analysis, and ROI principles Experience working with data modeling and large datasets Technical understanding of system integrations and interfaces Strong attention to detail and ability to manage multiple testing priorities Preferred Qualifications : Experience supporting Revenue Growth Management (RGM), Sales, or Commercial Analytics teams Familiarity with TPM platforms and promotional analytics Experience working in large enterprise system transformation or S4 implementation environments Education : Bachelors degree in Business, Finance, Analytics, Information Systems, or related field preferred Equivalent work experience will be considered
A
Revenue Growth Management Analyst
π’ Axelon Services Corporation
Salary not disclosed
Job Title: Revenue Growth Management Analyst Location: 100 Deforest Ave, East Hanover, NJ Pay: Competitive, based on experience Job Summary: Support the Sr.
Manager, RGM Capabilities as an S4/o9 Key User.
Focus on system testing, data validation, reporting accuracy, and integration support.
Work across multiple sales and forecasting platforms.
Collaborate within commercial or sales environments.
Key Responsibilities: System Testing & Integration Support: Perform report testing for TPM and SPARK, including data and field validation.
Support S4 integration and UAT testing across Sales systems (TPM, BW, Power BI, Tableau).
Execute acceptance testing and validate system outputs.
Identify, document, and track defects; support resolution activities.
Data Quality & Forecast Validation: Conduct data quality reviews and support defect resolution processes.
Validate promotion drivers for o9 using Power BI, TPM, Tableau, and Excel.
Analyze constrained forecasts using reporting tools (DSR, SPARK, Tableau).
Ensure holistic accuracy across Base Incremental acceptance testing.
Reporting & Analytics: Build and validate reports using Power BI, Tableau, BW Ad Hoc, and Excel.
Support forecasting accuracy analysis, including bias, base vs.
incremental, and promoted vs.
non-promoted performance.
Apply ROI principles to support promotional evaluation.
Cross-Functional Coordination: Orchestrate acceptance testing activities across commercial and sales teams.
Delegate promotion remediation activities to CCMs based on Data Quality dashboards.
Provide thought leadership in defining thresholds for base and incremental acceptance testing.
Key Systems & Tools: JIRA Q-Test Tableau Salesforce TPM (APEX) Power BI SAP S4 BW (Business Warehouse) Microsoft Office Suite (Advanced Excel required) Required Skills & Qualifications: Strong experience in system testing, UAT, and integration validation.
Proficiency with JIRA and Q-Test for defect tracking and test management.
Advanced Excel skills (VLOOKUP, data validation, analysis).
Experience building and validating reports in Power BI, Tableau, or BW.
Strong problem-solving and issue resolution capabilities.
Understanding of forecasting accuracy metrics, bias analysis, and ROI principles.
Experience working with data modeling and large datasets.
Technical understanding of system integrations and interfaces.
Strong attention to detail and ability to manage multiple testing priorities.
Preferred Qualifications: Experience supporting Revenue Growth Management (RGM), Sales, or Commercial Analytics teams.
Familiarity with TPM platforms and promotional analytics.
Experience working in large enterprise system transformation or S4 implementation environments.
Education: Bachelorβs degree in Business, Finance, Analytics, Information Systems, or related field preferred.
Equivalent work experience will be considered.
Manager, RGM Capabilities as an S4/o9 Key User.
Focus on system testing, data validation, reporting accuracy, and integration support.
Work across multiple sales and forecasting platforms.
Collaborate within commercial or sales environments.
Key Responsibilities: System Testing & Integration Support: Perform report testing for TPM and SPARK, including data and field validation.
Support S4 integration and UAT testing across Sales systems (TPM, BW, Power BI, Tableau).
Execute acceptance testing and validate system outputs.
Identify, document, and track defects; support resolution activities.
Data Quality & Forecast Validation: Conduct data quality reviews and support defect resolution processes.
Validate promotion drivers for o9 using Power BI, TPM, Tableau, and Excel.
Analyze constrained forecasts using reporting tools (DSR, SPARK, Tableau).
Ensure holistic accuracy across Base Incremental acceptance testing.
Reporting & Analytics: Build and validate reports using Power BI, Tableau, BW Ad Hoc, and Excel.
Support forecasting accuracy analysis, including bias, base vs.
incremental, and promoted vs.
non-promoted performance.
Apply ROI principles to support promotional evaluation.
Cross-Functional Coordination: Orchestrate acceptance testing activities across commercial and sales teams.
Delegate promotion remediation activities to CCMs based on Data Quality dashboards.
Provide thought leadership in defining thresholds for base and incremental acceptance testing.
Key Systems & Tools: JIRA Q-Test Tableau Salesforce TPM (APEX) Power BI SAP S4 BW (Business Warehouse) Microsoft Office Suite (Advanced Excel required) Required Skills & Qualifications: Strong experience in system testing, UAT, and integration validation.
Proficiency with JIRA and Q-Test for defect tracking and test management.
Advanced Excel skills (VLOOKUP, data validation, analysis).
Experience building and validating reports in Power BI, Tableau, or BW.
Strong problem-solving and issue resolution capabilities.
Understanding of forecasting accuracy metrics, bias analysis, and ROI principles.
Experience working with data modeling and large datasets.
Technical understanding of system integrations and interfaces.
Strong attention to detail and ability to manage multiple testing priorities.
Preferred Qualifications: Experience supporting Revenue Growth Management (RGM), Sales, or Commercial Analytics teams.
Familiarity with TPM platforms and promotional analytics.
Experience working in large enterprise system transformation or S4 implementation environments.
Education: Bachelorβs degree in Business, Finance, Analytics, Information Systems, or related field preferred.
Equivalent work experience will be considered.
B
Senior Treasury Analyst (Hybrid)
π’ Bel Fuse Inc.
Salary not disclosed
The Senior Treasury Analyst is responsible for managing daily cash operations, processing electronic payments, and supporting foreign exchange transactions to optimize the companyβs liquidity and financial performance.
This role maintains strong relationships with banking partners, ensures compliance with internal controls and regulatory requirements, and prepares management reports on treasury activities and financial risks.
The Senior Treasury Analyst collaborates with cross-functional teams to support global business initiatives and contributes to the development and implementation of treasury policies and procedures.
Are You Looking to: Conduct daily cash positioning and reporting Input and track wire transfers, ACH, tax payments, and other electronic disbursement transactions Initiate, execute, and record transactional foreign exchange (FX) contracts to support global business operations, ensuring compliance with internal policies and optimizing currency conversion costs Prepare management reports and presentations on treasury activities, cash positions, and financial risks for senior leadership Maintain relationships with banking partners and support account management Ensure compliance with internal controls and regulatory requirements Assist in the development and implementation of treasury policies and procedures Collaborate with accounting, finance, and other departments to support treasury-related initiatives Assist in the evaluation and implementation of treasury technology solutions, including treasury management systems and banking platforms Support debt and investment management activities Support the documentation and execution of intercompany loans and settlements in accordance with corporate policies Supervise maintenance and update signatories on global bank accounts Support audits and special projects Are You Ready to: Support global business insurance program, collect exposure information for annual renewal, track renewal tasks, and ensure all policies have been issued and received from insurance brokers Stay current on market trends, regulatory changes, and best practices in treasury, risk management, and business insurance Act as an independent contributor with significant autonomy Make recommendations and decisions on treasury operations, subject to Treasurer approval Perform other tasks as assigned by management What Youβll Need: Bachelorβs degree in finance, accounting, or related field 2+ years of experience in treasury, finance, or accounting Strong analytical and problem-solving skills Proficiency in Excel and financial modeling; experience with treasury management systems is a plus Knowledge of banking operations, cash management, and financial instruments Excellent communication and organizational skills Ability to work independently and as part of a team Experience with ERP systems (e.g., D365, Oracle) Certification such as CTP (Certified Treasury Professional) is a plus Familiarity with FX, interest rate risk, business insurance Must be a US Citizen or Permanent Resident What Youβll Get: Compensation range of 75,000 to 90,000 Participation in the annual bonus program 401K and company match Medical, Dental, Vision Health Savings Account (HSA) Flexible Spending Account (FSA) Company Life Insurance Short & Long-term disability Paid Time Off (e.g., Vacation Benefits, Company Holidays, Sick Leave Benefits, Personal Days) Pet Insurance Tuition Reimbursement To review a full listing of our benefits, please refer to the 2026 Bel Fuse Benefits Summary and Paid Time Off Benefits , or by visiting the Bel Fuse Careers page.
Work Opportunity Bel will only employ those who are legally authorized to work in the United States.
This is not a position for which sponsorship will be provided.
Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer Bel is an Equal Opportunity employer.
Remote working/work at home options are available for this role.
This role maintains strong relationships with banking partners, ensures compliance with internal controls and regulatory requirements, and prepares management reports on treasury activities and financial risks.
The Senior Treasury Analyst collaborates with cross-functional teams to support global business initiatives and contributes to the development and implementation of treasury policies and procedures.
Are You Looking to: Conduct daily cash positioning and reporting Input and track wire transfers, ACH, tax payments, and other electronic disbursement transactions Initiate, execute, and record transactional foreign exchange (FX) contracts to support global business operations, ensuring compliance with internal policies and optimizing currency conversion costs Prepare management reports and presentations on treasury activities, cash positions, and financial risks for senior leadership Maintain relationships with banking partners and support account management Ensure compliance with internal controls and regulatory requirements Assist in the development and implementation of treasury policies and procedures Collaborate with accounting, finance, and other departments to support treasury-related initiatives Assist in the evaluation and implementation of treasury technology solutions, including treasury management systems and banking platforms Support debt and investment management activities Support the documentation and execution of intercompany loans and settlements in accordance with corporate policies Supervise maintenance and update signatories on global bank accounts Support audits and special projects Are You Ready to: Support global business insurance program, collect exposure information for annual renewal, track renewal tasks, and ensure all policies have been issued and received from insurance brokers Stay current on market trends, regulatory changes, and best practices in treasury, risk management, and business insurance Act as an independent contributor with significant autonomy Make recommendations and decisions on treasury operations, subject to Treasurer approval Perform other tasks as assigned by management What Youβll Need: Bachelorβs degree in finance, accounting, or related field 2+ years of experience in treasury, finance, or accounting Strong analytical and problem-solving skills Proficiency in Excel and financial modeling; experience with treasury management systems is a plus Knowledge of banking operations, cash management, and financial instruments Excellent communication and organizational skills Ability to work independently and as part of a team Experience with ERP systems (e.g., D365, Oracle) Certification such as CTP (Certified Treasury Professional) is a plus Familiarity with FX, interest rate risk, business insurance Must be a US Citizen or Permanent Resident What Youβll Get: Compensation range of 75,000 to 90,000 Participation in the annual bonus program 401K and company match Medical, Dental, Vision Health Savings Account (HSA) Flexible Spending Account (FSA) Company Life Insurance Short & Long-term disability Paid Time Off (e.g., Vacation Benefits, Company Holidays, Sick Leave Benefits, Personal Days) Pet Insurance Tuition Reimbursement To review a full listing of our benefits, please refer to the 2026 Bel Fuse Benefits Summary and Paid Time Off Benefits , or by visiting the Bel Fuse Careers page.
Work Opportunity Bel will only employ those who are legally authorized to work in the United States.
This is not a position for which sponsorship will be provided.
Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer Bel is an Equal Opportunity employer.
Remote working/work at home options are available for this role.
B
Treasury Analyst (Hybrid)
π’ Bel Fuse Inc.
Salary not disclosed
The Treasury Analyst is responsible for supporting daily cash operations, processing electronic payments, and assisting with foreign exchange transactions to help optimize Belβs liquidity and financial performance.
This role works closely with the Treasurer to maintain banking relationships, ensure compliance with internal controls, and prepare basic management reports.
The Treasury Analyst collaborates with cross-functional teams and participates in the development and implementation of treasury policies and procedures.
Are You Looking to: Assist with daily cash positioning and reporting under supervision Input and track wire transfers, ACH, tax payments, and other electronic disbursement transactions Support the initiation and recording of transactional foreign exchange (FX) contracts, ensuring compliance with internal policies Prepare and help compile management reports and presentations on treasury activities, cash positions, and financial risks for senior leadership Help maintain relationships with banking partners and support account management activities Ensure compliance with internal controls and regulatory requirements Assist in the development and implementation of treasury policies and procedures Collaborate with accounting, finance, and other departments to support treasury-related initiatives Participate in the evaluation and implementation of treasury technology solutions, including treasury management systems and banking platforms Support documentation and execution of intercompany loans and settlements in accordance with corporate policies Are You Ready to: Assist with maintenance and update of signatories on global bank accounts Support audits and special projects as assigned Assist with the global business insurance program, including collecting exposure information for annual renewal and tracking renewal tasks Stay current on market trends, regulatory changes, and best practices in treasury, risk management, and business insurance Perform other tasks as assigned by management What Youβll Need: Bachelorβs degree in finance, accounting, or related field 1+ years of experience in treasury, finance, or accounting (internships or co-op experience included) Strong analytical and problem-solving skills Proficiency in Excel; familiarity with financial modeling is a plus Basic knowledge of banking operations, cash management, and financial instruments Excellent communication and organizational skills Ability to work collaboratively as part of a team Experience with ERP systems (e.g., D365, Oracle) is a plus Certification such as CTP (Certified Treasury Professional) is a plus, but not required Must be a US Citizen or Permanent Resident What Youβll Get: Compensation range of 60,000 to 75,000 Participation in the annual bonus program 401K and company match Medical, Dental, Vision Health Savings Account (HSA) Flexible Spending Account (FSA) Company Life Insurance Short & Long-term disability Paid Time Off (e.g., Vacation Benefits, Company Holidays, Sick Leave Benefits, Personal Days) Pet Insurance Tuition Reimbursement To review a full listing of our benefits, please refer to the 2026 Bel Fuse Benefits Summary and Paid Time Off Benefits , or by visiting the Bel Fuse Careers page.
Work Opportunity Bel will only employ those who are legally authorized to work in the United States.
This is not a position for which sponsorship will be provided.
Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer Bel is an Equal Opportunity employer.
Remote working/work at home options are available for this role.
This role works closely with the Treasurer to maintain banking relationships, ensure compliance with internal controls, and prepare basic management reports.
The Treasury Analyst collaborates with cross-functional teams and participates in the development and implementation of treasury policies and procedures.
Are You Looking to: Assist with daily cash positioning and reporting under supervision Input and track wire transfers, ACH, tax payments, and other electronic disbursement transactions Support the initiation and recording of transactional foreign exchange (FX) contracts, ensuring compliance with internal policies Prepare and help compile management reports and presentations on treasury activities, cash positions, and financial risks for senior leadership Help maintain relationships with banking partners and support account management activities Ensure compliance with internal controls and regulatory requirements Assist in the development and implementation of treasury policies and procedures Collaborate with accounting, finance, and other departments to support treasury-related initiatives Participate in the evaluation and implementation of treasury technology solutions, including treasury management systems and banking platforms Support documentation and execution of intercompany loans and settlements in accordance with corporate policies Are You Ready to: Assist with maintenance and update of signatories on global bank accounts Support audits and special projects as assigned Assist with the global business insurance program, including collecting exposure information for annual renewal and tracking renewal tasks Stay current on market trends, regulatory changes, and best practices in treasury, risk management, and business insurance Perform other tasks as assigned by management What Youβll Need: Bachelorβs degree in finance, accounting, or related field 1+ years of experience in treasury, finance, or accounting (internships or co-op experience included) Strong analytical and problem-solving skills Proficiency in Excel; familiarity with financial modeling is a plus Basic knowledge of banking operations, cash management, and financial instruments Excellent communication and organizational skills Ability to work collaboratively as part of a team Experience with ERP systems (e.g., D365, Oracle) is a plus Certification such as CTP (Certified Treasury Professional) is a plus, but not required Must be a US Citizen or Permanent Resident What Youβll Get: Compensation range of 60,000 to 75,000 Participation in the annual bonus program 401K and company match Medical, Dental, Vision Health Savings Account (HSA) Flexible Spending Account (FSA) Company Life Insurance Short & Long-term disability Paid Time Off (e.g., Vacation Benefits, Company Holidays, Sick Leave Benefits, Personal Days) Pet Insurance Tuition Reimbursement To review a full listing of our benefits, please refer to the 2026 Bel Fuse Benefits Summary and Paid Time Off Benefits , or by visiting the Bel Fuse Careers page.
Work Opportunity Bel will only employ those who are legally authorized to work in the United States.
This is not a position for which sponsorship will be provided.
Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer Bel is an Equal Opportunity employer.
Remote working/work at home options are available for this role.
J
Chief Financial Officer
π’ Jobot
Salary not disclosed
Long-Standing & Mission Driven Non-Profit
- Well-Established & Robust Finance Team
- Generous Benefits! This Jobot Job is hosted by: Ben Eberly Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000
- $175,000 per year A bit about us: We are a mission-driven nonprofit dedicated to empowering individuals with intellectual and developmental disabilities and their families.
Since 1948, we have grown into a premier organization serving over 1,500 individuals through more than 40 community-based programs.
With an annual budget of $40 million and a team of 500+ passionate professionals, we deliver innovative services that make a lasting difference.
Our culture values collaboration, integrity, and professional growthβcreating an environment where leaders thrive while advancing a meaningful cause.
Why join us? Retirement Plan β 401(k) with employer contributions.
Health Coverage β Comprehensive medical, dental, and vision insurance.
Paid Time Off β Generous PTO and paid holidays.
Professional Development β Leadership training, continuing education support, and growth opportunities.
Mission-Driven Work β Make a tangible impact on thousands of lives in your community.
Job Details 100% on-site, not remote What You Will Be Doing Lead financial strategy, planning, and forecasting for a $40M nonprofit organization.
Oversee Finance, Asset Management, and Compliance teams; supervise senior directors.
Manage cash flow, investments, and banking relationships.
Ensure accurate reporting for federal, state, and local funders, including grant compliance.
Coordinate audits, tax filings, and maintain strong internal controls.
Serve as liaison to Audit, Finance, and Investment Board Committees.
Skills You Need BS in Accounting, Finance, or Business (CPA/MBA preferred).
10+ years in nonprofit finance leadership roles.
Non-profit experience required Experience working for a company that provides services to developmentally disabled is highly preferred Experience with NJ Medicaid and state funding systems.
Advanced proficiency in accounting software (MIP or similar).
Strong leadership, analytical, and communication skills.
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 Jobotβs 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
- Well-Established & Robust Finance Team
- Generous Benefits! This Jobot Job is hosted by: Ben Eberly Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000
- $175,000 per year A bit about us: We are a mission-driven nonprofit dedicated to empowering individuals with intellectual and developmental disabilities and their families.
Since 1948, we have grown into a premier organization serving over 1,500 individuals through more than 40 community-based programs.
With an annual budget of $40 million and a team of 500+ passionate professionals, we deliver innovative services that make a lasting difference.
Our culture values collaboration, integrity, and professional growthβcreating an environment where leaders thrive while advancing a meaningful cause.
Why join us? Retirement Plan β 401(k) with employer contributions.
Health Coverage β Comprehensive medical, dental, and vision insurance.
Paid Time Off β Generous PTO and paid holidays.
Professional Development β Leadership training, continuing education support, and growth opportunities.
Mission-Driven Work β Make a tangible impact on thousands of lives in your community.
Job Details 100% on-site, not remote What You Will Be Doing Lead financial strategy, planning, and forecasting for a $40M nonprofit organization.
Oversee Finance, Asset Management, and Compliance teams; supervise senior directors.
Manage cash flow, investments, and banking relationships.
Ensure accurate reporting for federal, state, and local funders, including grant compliance.
Coordinate audits, tax filings, and maintain strong internal controls.
Serve as liaison to Audit, Finance, and Investment Board Committees.
Skills You Need BS in Accounting, Finance, or Business (CPA/MBA preferred).
10+ years in nonprofit finance leadership roles.
Non-profit experience required Experience working for a company that provides services to developmentally disabled is highly preferred Experience with NJ Medicaid and state funding systems.
Advanced proficiency in accounting software (MIP or similar).
Strong leadership, analytical, and communication skills.
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 Jobotβs 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
L
Trust & Estate Planning Lead
π’ Lumida Wealth
Salary not disclosed
Trust & Estate Planning Lead
Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture.
We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function.
This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients.
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesnβt yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp β a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
As Trust & Estate Planning Lead, you will serve as the firmβs authority on complex planning strategy.
You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows.
This role sits at the intersection of client strategy, technical expertise, and firm-level leadership.
You will:
- Lead advanced estate and trust design for UHNW families
- Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification
- Evaluate and integrate PPLI and insurance-based structures where appropriate
- Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists
- Join client and Sales meetings as the firmβs technical authority
- Translate complex structures into clear strategic direction for clients
- Build repeatable planning workflows and internal frameworks
- Elevate and scale Lumidaβs client planning function as AUM expands
This is both a client-facing and infrastructure-building role.
- 5+ years advising UHNW clients in advanced planning environments
- Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer
- Experience working alongside private investments, alternatives, and concentrated equity positions
- CFP preferred
- Series 65 or ability to obtain
- Strong fluency in fiduciary standards and RIA compliance
Most importantly:
You think like an architect, not a service associate.
You are comfortable operating inside ambiguity and building systems from scratch.
You want ownership, not a narrow lane.
Lumida is scaling rapidly.
As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to:
- Increasing wallet share among UHNW clients
- Strengthening multi-generational relationships
- Deepening integration between investment strategy and planning
- Elevating Lumidaβs competitive positioning against multi-family offices
You will have a real seat at the table and direct influence over how planning evolves inside the firm.
- Institutional-grade access across public and private markets
- A fiduciary platform integrating investments and advanced planning
- The opportunity to build and lead a core function
- Direct exposure to founders, entrepreneurs, and sophisticated families
- Competitive compensation with long-term growth alignment
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If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.
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Chief Financial Officer (CFO)
π’ Jobot
Salary not disclosed
Chief Financial Officer (CFO) | Mission-Driven Non-Profit | $175K This Jobot Job is hosted by: Parker Huguley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000
- $175,000 per year A bit about us: We are a well-established nonprofit organization committed to empowering individuals and families through programs that promote inclusion, independence, and lifelong support.
Our work directly impacts the community, helping people live fulfilling, meaningful lives through innovative and compassionate service delivery.
Why join us? Lead the financial operations of a respected, community-centered organization.
Collaborate with a passionate executive team dedicated to mission and impact.
Competitive compensation around $175,000, with comprehensive benefits and strong organizational stability.
Make a lasting difference while advancing your career within the nonprofit leadership space.
Job Details We are seeking a Chief Financial Officer (CFO) to oversee all fiscal and strategic financial functions within our organization.
The ideal candidate will bring a strong background in nonprofit finance, auditing, grant management, and organizational leadership.
Key Responsibilities: Oversee all financial planning, budgeting, and reporting processes.
Manage accounting, audit, and compliance operations.
Partner with the CEO and Board of Directors on strategic initiatives.
Provide fiscal oversight of state and federal funding, contracts, and programs.
Lead a finance team to ensure transparency, accountability, and mission alignment.
Qualifications: Bachelorβs degree in Accounting, Finance, or related field (MBA or CPA preferred).
Prior experience in the nonprofit sector strongly preferred.
Excellent communication and team management skills.
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 Jobotβs policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $175,000
- $175,000 per year A bit about us: We are a well-established nonprofit organization committed to empowering individuals and families through programs that promote inclusion, independence, and lifelong support.
Our work directly impacts the community, helping people live fulfilling, meaningful lives through innovative and compassionate service delivery.
Why join us? Lead the financial operations of a respected, community-centered organization.
Collaborate with a passionate executive team dedicated to mission and impact.
Competitive compensation around $175,000, with comprehensive benefits and strong organizational stability.
Make a lasting difference while advancing your career within the nonprofit leadership space.
Job Details We are seeking a Chief Financial Officer (CFO) to oversee all fiscal and strategic financial functions within our organization.
The ideal candidate will bring a strong background in nonprofit finance, auditing, grant management, and organizational leadership.
Key Responsibilities: Oversee all financial planning, budgeting, and reporting processes.
Manage accounting, audit, and compliance operations.
Partner with the CEO and Board of Directors on strategic initiatives.
Provide fiscal oversight of state and federal funding, contracts, and programs.
Lead a finance team to ensure transparency, accountability, and mission alignment.
Qualifications: Bachelorβs degree in Accounting, Finance, or related field (MBA or CPA preferred).
Prior experience in the nonprofit sector strongly preferred.
Excellent communication and team management skills.
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 Jobotβs 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
A
Chief Financial Officer - Mountainside Medical Center
π’ ACG Cares
$250 +
Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one another.
Located in Brentwood, Tennessee, Ardent has earned a reputation as one of the industryβs strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcareβs best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education and outreach.
Ardent includes:
- 30 hospitals
- 280 sites of care
- 4,281 beds
- 24,000+ team members
- 8,200+ nurses
- 1,800+ aligned providers
- 5.8M annual provider encounters
- 421 medical residents
Ardent makes considerable investments in people, technology, facilities, and communities, producing high quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed.
We believe it is this mix of corporate support and local autonomy that equips our teams for success.
Hackensack Meridian Mountainside Medical Center:
Mountainside Medical Center has been serving Montclair and the surrounding New Jersey communities since 1891. In collaboration with its joint venture partners, Ardent Health Services and Hackensack Meridian Mountainside Medical Center is well-positioned for future growth and continued excellence in providing care to Essex County and surrounding regions.With the addition of innovative capabilities, Mountainside Medical Centerβs respected medical and community reputation has gained even more strength. Ongoing collaboration with physicians and community leaders enables Mountainside Medical Center team to bring the latest medical programs, technology and patient-focused care to local communities. Mountainside Medical Center includes 365 beds, more than 1,200+ employees, over 700+ medical staff members, Board certified and board eligible physicians, 27-bed Emergency Room/FastTrack Unit, Residency Programs in Internal Medicine, Family Medicine, Dentistry and Pharmacy and State-of-the-art technology rivaling that of larger medical institutionsWe have an exciting opportunity to join our leadership team at Hackensack Meridian Mountainside Medical Center as a Chief Financial Officer.
POSITION SUMMARY:
The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting.
- Help create and implement initiatives in order to build and grow the facility.
- Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors.
- Consult the Division CFO and Corporate office personnel concerning the facilityβs financial affairs, financial goals, and objectives.
- Develop the operating policies and procedures.
- Ensure the accurate review of product line analysis, and consult with the facility CEO and Division CFO.
- Prepare financial and management reports and prepare and administer the facilityβs annual operation and capital budget.
- Partner with facility CEO and other executive team members on preparing the annual facility business plan.
- Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff.
- Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction.
- Actively participate in Board of Trustees, Medical Staff and community meetings.
- Direct preparation of projections to inform facility and Division leadership of anticipated performance in future periods.
- Review and maintain a healthy revenue cycle to ensure consistent cash flow.
- Work with the market and joint venture partner on managed care negotiations to maximize payer contracts.
Education & Experience:
- Bachelorβs Degree in accounting/finance or related field required. Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred.
- Previous experience as a hospital CFO.
- Experience in an integrated health delivery system, strongly preferred.
- CPA certification, preferred.
Knowledge, Skills & Abilities:
- Current knowledge of JCAHO, OSHA, state and federal regulatory standards.
- Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff and employees.
- Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company.
- Ability to interpret, adapt, and apply guidelines, policies and procedures.
- Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation.
- Knowledge of strategic planning and short and long-range goal implementation.
Learn more about the benefits offered for this postition.
Salary Minimum: $236,731.00
Rate of pay is determined based on experience and education and may include other pay components such as differentials and call pay based on role.
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