✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Towson Maryland

11 positions found

Shop, Deliver, Earn Cash - Instacart
Salary not disclosed

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.

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Insurance Fraud Investigator - Field Position (BALTIMORE)
🏢 Usaa
Salary not disclosed
Baltimore, MD 3 days ago

Why USAA?

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

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

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the Baltimore, Maryland area, as this is a Field position.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

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

What you have:
  • High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

  • Strong background with multi-line SIU investigations

  • Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

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

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

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

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

 

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

 

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

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

 

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

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

 

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

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Fraud Claims Analyst (BALTIMORE)
🏢 Usaa
Salary not disclosed
Baltimore, MD 3 days ago

Why USAA?

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

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

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

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

What you have:
  • High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

  • Strong background with multi-line SIU investigations

  • Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

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

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

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

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

 

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

 

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

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

 

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

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

 

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

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Financial Tips Evaluator (Remote)
$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.
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Financial Sales Consultant
Salary not disclosed
Baltimore, MD 1 week ago

Becoming a Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

  • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client’s unique needs
  • Manage your client’s financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis


Career Changers are encouraged to apply!


You must be local to an office in our region: Annapolis, Maryland; Baltimore, Maryland; Ellicott City, Maryland; Frederick, Maryland; Hunt Valley, Maryland; York, Pennsylvania.


Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.


Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

  • Performance-based earnings and revenue1:
  • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
  • Certified Financial Planner® licensing support2
  • Fully company-funded retirement package and pension plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Parental benefits at every stage of family planning


You could be right for this opportunity if you have:

  • Bachelor’s degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship


About Northwestern Mutual

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.



Why join Northwestern Mutual:

  • Top 5 US Independent Broker-Dealers4
  • Unsurpassed financial strength with total company assets of $366 billion5
  • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
  • Fortune 500® company (June 2024)
  • Forbes’ Best Employers for Diversity (2023)
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
  • 2024 Training APEX Award winner


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.


3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.


4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.


5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.


6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at

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VP of Finance (Construction)
🏢 Jobot
Salary not disclosed
Pikesville 2 weeks ago
VP of Finance (Construction)
- 100% in office
- Building out the construction finance team for a well established company This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $190,000 per year A bit about us: We are seeking a dynamic and experienced VP of Finance to join our team in the construction industry.

This is a permanent position where the successful candidate will be responsible for the strategic financial direction of the company.

They will oversee all financial operations including draw schedules, loan requisitions, and funding coordination with lenders and investors.

The candidate will be responsible for cash flow management, budgeting, forecasting and month-end close.

They will also handle capital allocations and have experience with Yardi, Builder Trend, and QuickBooks.

Why join us? Medical, Dental, Vision Over 30 days off (PTO and Holidays) 2% 401K match Annual bonus Free lunches 100% in office Ability to build your own team Job Details Responsibilities: As VP of Finance, you will be in charge of: 1.

Managing all financial operations including draw schedules, loan requisitions, and funding coordination with lenders and investors.

2.

Ensuring effective cash flow management and implementing strategies to optimize financial performance and profitability.

3.

Developing and overseeing the company's budgets and forecasts, ensuring financial targets are met.

4.

Leading month-end close process and preparing financial statements in compliance with official guidelines and requirements.

5.

Managing capital allocation process to ensure the company's financial resources are optimally deployed.

6.

Utilizing financial software systems such as Yardi, Builder Trend, and QuickBooks to streamline financial operations.

7.

Providing strategic financial input and leadership on decision-making issues affecting the organization.

8.

Ensuring compliance with all audit requirements and maintaining relationships with external auditors and financial institutions.

Qualifications: 1.

Bachelor's degree in Finance, Accounting, or related field.

An MBA or CPA is preferred.

2.

A minimum of 5 years of experience in a senior financial managerial position, preferably in the construction industry.

3.

Proven experience with draw schedules, loan requisitions, and funding coordination with lenders and investors.

4.

Strong knowledge of cash flow management, budgeting and forecasting, and month-end close.

5.

Extensive experience with financial software systems such as Yardi, Builder Trend, and QuickBooks.

6.

Excellent leadership and team management skills, with the ability to inspire and motivate a team.

7.

Exceptional communication and presentation skills, with the ability to articulate complex financial information to non-financial stakeholders.

8.

Strong strategic thinking and problem-solving skills, with the ability to make sound financial decisions that contribute to the company's strategic objectives.

This is a fantastic opportunity for a seasoned financial leader looking to make a significant impact on the strategic direction of a growing company in the construction industry.

If you have the necessary skills and experience, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

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You can access our privacy policy here: /privacy-policy
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Chief Financial Officer - $250M PE Backed Company
$250 +
Baltimore, MD 3 weeks ago
Overview

Talento Human Capital has been engaged by a leading private equity firm who is growing a business in the supply chain & distribution space with revenues in excess of $250m. This business unit will serve as key platform for expansion in this global industry that represents nearly $10 Trillion in market cap.

Job Summary

As the CFO you will contribute to the development of the organization’s long term and short term business plans with a focus on planning, budgeting, and financial performance management. The CFO is a leadership position that contributes meaningfully to the strategy for the company with a well-rounded approach to general business matters across a variety of topics. Reporting to the CEO, the CFO ensures integrity by providing process knowledge, technical expertise, and reporting leadership with a strong focus on timeliness, accuracy, and consistency. The CFO's management skills, knowledge of accounting and financial forecasting, and skillful partnership building play a crucial role in advancing the company’s vision and goals. This role will drive the creation & maintenance of robust operating & financial models, manage annual budgets, oversee quarterly & annual planning process, track performance against forecast, and maintain a seat at the table in steering the business.

ResponsibilitiesLeadership
  • Develop a comprehensive plan for the organization to plan and execute on its objectives.

  • Create balanced scorecards and define the organization’s KPI’s for effective management.

  • Provide insights and recommendations to CEO and leadership team ensuring the organization is on track to execute on its short-term and long-term growth plans.

  • Implement policies, procedures and processes to scale and manage the organization effectively.

  • Mentor and develop finance team, managing work allocation, systems training, performance evaluations, and the building of an effective and efficient team dynamic. Serve as talent champion developing the future leaders of the company.

  • Develop a holistic understanding of the company's financing needs and options.

  • Develop a strong “feel” for the business & operations. Constantly suggest and implement ways to improve business performance.

  • Work with executive leadership & functional heads to establish product-level P&Ls and department budgets.

  • Ensure all finance & accounting functions (month-end close process, FP&A, treasury, tax, accounting, payroll, etc.) are operating smoothly.

  • Interface with institutional investor, private equity, banks, and multiple finance entities on behalf of the organization.

Financial & Strategic Planning
  • Develop organization FP&A strategy and ongoing rhythms; implement a method to managing the business financially taking into account the needs of the peer group and overall company. Coordinate Monthly Business Reviews and Materials.

  • Create and establish yearly financial objectives that align with the company’s plan for growth and expansion; Direct and coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency

  • Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts; Analyze operations to evaluate performance of a company or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, policy change or revenue/profit optimization.

  • Analyze and review financial data, reporting financial performance, preparing budgets, and monitoring expenditures and costs.

  • Manage cash flow planning process and ensure funds availability, as well as investments and asset management areas.

  • Oversee monthly operating budget and annual company operating budget.

  • Coordinate and direct the preparation of budgets, financial forecasts, and report variances; Review and analyze monthly financial results and provide recommendations

  • Compares performance with operating plans, budgets, and standards to interpret and report to CEO & leadership team.

  • Direct, plan, and implement accounting / finance policies, objectives, or activities for the organization in order to ensure continuing operations, maximize returns on investments, or increase productivity.

Accounting, Tax, Audit, Risk & Insurance
  • Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies. Ensure adequate revenue and cost accounting.

  • Manage all tax matters across the organization varying from state, income, federal and all other applicable tax dominions.

  • Enhance and implement financial and accounting systems, processes, tools and control systems while maintaining checks and balances.

  • Remain current on audit best practices as well as state, federal and local laws regarding company operations; Formulate internal controls and policies to comply with legislation and established best practices.

  • Assures protection for the assets of the entities through internal control, internal auditing, and assuring proper insurance coverage.

  • Partner with supply chain, operations & produce teams to ensure effective procurement management providing detailed budgeting and cost management support.

  • Lead and engage external, 3rd parties on Audits and Tax matters. Ensure accuracy of work delivered.

Treasury & Debt Management
  • Responsible for reporting to lenders/creditors (if applicable)

  • Develop and implement strategies to hit planned day sales outstanding targets.

  • Work with management to establish and maintain credit and collection policies per PC guidelines.

  • Review aged accounts receivable and take proper action to reduce risk.

  • Develop financial valuation models for capital investments.

Merger & Acquisition Integration
  • Perform due diligence with business unit and corporate/private equity M&A team on bolt-on acquisitions.

  • Partner with corporate investment team, legal teams and other teams and 3rd parties to develop effective integration and onboarding of new companies.

Special Projects
  • Lead projects and perform other duties as directed by Private Equity investors or Business Unit leadership.

Education
  • Master’s degree in accounting, finance, or similar field

Experience
  • 10+ years of work experience, with a deep focus in finance across topics such as financial effectiveness, CFO advisory, process and policy, technology, operations, organizational structure and strategy, and/or transformation.

  • Experience in supply chain intensive businesses with a preference for fast-moving food & beverage distribution.

  • Proven experience as a Finance executive in a high organization with expertise in organizing and professionalizing business functions.

  • Exceptional practical knowledge of accounting and financial processes, including budgeting, financial closures, and reporting.

  • Significant experience working with external auditors, internal controls and compliance-related issues.

  • Experience leading business & finance transformation initiatives.

  • Solid knowledge of GAAP (Generally Accepted Accounting Principles) and regulations.

  • Proficiency in MS Office, particularly Excel

  • Expertise in accounting software

  • Superior attention to detail and problem-solving ability

  • Strong analytical and strategic planning skills

  • Effective communication, presentation, and interpersonal skills

Behavior Profile
  • Enjoys working in an entrepreneurial environment with a passion for living a good life in a great industry alongside good people.

  • Superior problem-solving skills and ability to work well under pressure in a demanding environment.

  • Enjoys big picture and vision with a balance on tactics and execution; Thinks strategically/end-to-end.

  • Excellent verbal and written communication skills with interpersonal skills.

  • Demonstrated leadership ability, confidence and executive presence.

  • Focused and determined at accomplishing objectives while treating people with dignity, respect and compassion.

About TalentoHC

TalentoHC is a high growth talent & organizational solutions firm. Through Talento Recruiting, we are transforming the customer experience standards in the recruiting services arena. The company was founded in 2017 with the belief that human capital should be viewed as an asset on the balance sheet. Through its integrated human capital services, the Talento team has supported 65+ enterprise, middle market and startup/high growth organizations in 15 countries with recruiting, contingent workforce management, employer branding, strategy, transformation, organization design & implementation, career pathing, outplacement, employer branding and leadership development solutions. Some of the benefits of working for Talento HCM are as follows:

Talento Human Capital (HC) is an equal opportunity employer, people are at the center of what we do!

People + Passion + Perseverance = Progress


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Tax/Senior Manager
$250 +
Baltimore, MD 3 weeks ago
Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm

Job Type: Full-time


About the Firm

We’re partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’s continued strategic growth.


This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement—all while working with high-quality clients in a supportive environment.


Key Responsibilities

  • Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
  • Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
  • Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
  • Build and maintain strong client relationships, serving as a trusted tax advisor
  • Mentor, train, and develop staff members
  • Stay current with evolving tax laws and advise clients proactively
  • Support business development initiatives, including new client opportunities and firm growth efforts

Qualifications

  • Active CPA license required
  • Bachelor’s degree in Accounting or related field
  • 4+ years of public accounting experience focused on tax
  • Strong technical knowledge of federal and state tax regulations
  • Excellent analytical, communication, and client service skills
  • Ability to work independently and collaboratively in a hybrid or remote environment

Why Join This Firm?

Hybrid work environment with flexible scheduling
Competitive compensation including base salary + performance bonuses
Comprehensive benefits: health, dental, 401(k) match, and profit sharing
Generous PTO and paid holidays
A leadership team that invests in professional development and long-term career growth


If you’re a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence — we’d love to connect.


Apply by sending your resume to
Direct: 6


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Hybrid Tax Senior Manager - CPA, Growth & Leadership
🏢 Solid Rock Recruiting LLC
$250 +
Baltimore, MD, Hybrid 3 weeks ago
A high-growth public accounting firm based in Maryland is looking for a Tax Manager (CPA) to manage tax engagements and guide staff while working in a hybrid setting.

The ideal candidate will have a minimum of 4 years of public accounting experience focused on tax, a strong understanding of tax regulations, and excellent communication skills.

This role offers competitive compensation, flexible scheduling, comprehensive benefits, and a supportive environment for career advancement.
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Remote working/work at home options are available for this role.
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🏢 TalentoHC
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Baltimore, MD 3 weeks ago
A leading private equity firm in Baltimore is seeking a CFO to lead the company’s financial planning and strategy.

The ideal candidate will have over 10 years of experience in finance, preferably in supply chain sectors, and a Master's degree in accounting or finance.

This leadership role involves budgeting, financial forecasting, and collaborating with the CEO and executive team to drive organizational success.
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Licensed Professional Counselor
$56,000-83,000 Yearly Salary
Baltimore, Maryland 1 month ago
Licensed Professional Counselor LPC

Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offers real work-life balance? If so, read on and apply today!
Senior Care Therapy is seeking full-time or part-time Licensed Professional Counselors to join our mission of providing in-person psychotherapy services to the geriatric population. We currently serve over 300 Skilled Nursing Facilities including sub-acute, long-term care, and assisted livings throughout NJ, NY, PA, and MD.
As a clinician owned and operated company, SCT takes pride in providing supportive counseling through patient-centered psychology services that has a meaningful impact on residents' mood, functioning, and overall quality of life. By working collaboratively with facility staff, SCT aims to improve outcomes for both residents and the care teams that support them. We are committed to providing the highest level of psychological services and to being at the forefront of ever-changing regulations, needs, and trends.
At SCT, we handle all the administrative responsibilities -- including billing, insurance, credentialing, and pre certifications --- so you can do what you do best: providing exceptional clinical care!
What We Provide:

* Customizable Part-time or Full-Time opportunities available, tailored to align with your personal and professional goals.

* 32-hour and 40-hour equivalent work week opportunities
* Salary ranges from $56,000-$83,000 with Uncapped FFS Bonus Opportunity!
* Part Time: Fee for Service Opportunities

* Rewarding experiences working with the senior population
* Flexible Daytime Hours with Autonomy
* No Admin Tasks! No cancellations! No no-shows!
* EHR Your Way! Efficient, user friendly, clinician designed EMR.
* SCT University

* CEU Reimbursement Program
* Psychologist led training on day one with ongoing support.
* Clinical Team Support: peer-to-peer learning.
* Cutting-edge Resources & Mentorship: We champion your growth with abundant resources, mentorship, and career advice to set you up for unparalleled success

* Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, Ancillary Benefits (Full-Time)
* 401(k) plan with up to 3% company match offered Day 1! (PT and FT)
* Malpractice Insurance Provided
* PTO & Holiday (Full-Time)

Key Responsibilities:

* Conduct individual and group psychotherapy sessions for patients in a subacute or skilled nursing facility.
* Assess, diagnose, and treat a wide range of emotional and behavioral health conditions, including depression, anxiety, adjustment disorders, and cognitive decline.
* Develop and implement evidence-based treatment plans tailored to the needs of each patient.
* Collaborate with facility staff, interdisciplinary teams, and family members to support patient care.
* Maintain accurate and timely clinical documentation in accordance with regulatory standards using our clinician-designed electronic medical/health system (EHR).
* Monitor patient progress and adjust treatment plans as needed.

Requirements:

* Active and unrestricted license to practice as a Licensed Professional Counselor in State applying for.
* Effective oral and written communication in English
* Basic proficiency with technology, including electronic health records (EHR).
* Strong organizational and documentation skills, with attention to regulatory compliance.
* Ability to provide in-person services at assigned facilities, up to 45 minutes.
* Ability to walk, stand, and move between patient rooms and offices within the facility throughout the day.
* Full Vaccination and Booster Status may be required in some facilities.

Preferred Qualifications:

* Previous clinical experience in a subacute, long-term care, or geriatric healthcare setting.
* History of treating Anxiety, Depression and Adjustment Disorders.

* Psych or Addictions experience is a plus.

* Excellent time management and organizational skills.

SCT welcomes individuals with a variety of licensure types to join our exceptional team. We encourage you to reach out directly to learn more about current openings! Currently Hiring for Clinical Psychologist, LCSW, LPC, LMHC, and LMFT located in NJ, NY, PA, or MD.

Compensation details: 56 Yearly Salary

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