Banking and Financial Services Jobs in Winston Salem, NC
4 positions found
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.
Founded in 1997, Five Points Capital (“FPC”) is a leading independent private debt and equity manager, exclusively focused on the U.S. lower middle market. We are investing out of the fifth fund in each of our two direct strategies (opportunistic debt/equity and control buyout).
Investment Focus:
Five Points Capital: we provide flexible unitranche, second lien, and subordinated debt solutions with equity co-investment in support of private equity firms, independent sponsors, direct lending partners, and management teams. We build value, ensure financing certainty, and provide incremental capital to support growth within these partnerships. For more information: Equity Partners: we focus exclusively on providing patient, first institutional capital to growing middle-market companies. We invest $15 to $40 million per company in businesses with $2 to $10 million EBITDA which have strong management and growth prospects. For more information: Summary:
Strategic Leadership: join a long-tenured, multi-strategy private equity firm as a senior leader providing strategic governance over the data integrity of our private fund vehicles; serve as a critical bridge between investment professionals, accounting, business development, and investor relations
Data and Systems Architect: take full ownership of the firm’s fund and portfolio-level data ecosystem, from maintaining sophisticated portfolio monitoring databases to identifying and implementing systems to ensure the firm’s technology stack remains best-in-class relative to peer firms
Advanced Financial Model & Forecasting: act as the primary owner of complex fund projection models, delivering high-stakes scenario analysis including waterfall mechanics, leverage utilization, portfolio performance, and deployment pacing to inform internal decision-making and external reporting
Institutional-Grade Communications: serve as a high-visibility technical liaison, distilling complex fund accounting and portfolio metrics into polished, data-driven communications for both internal Managing Partners and a sophisticated institutional investor base
Primary Responsibilities:
Data Management: orchestrate quarterly portfolio data cycles and quality controls, maintain the existing database, partner with fund accounting on components of periodic investor reports, produce clear and consistent portfolio monitoring reports and lead meetings with internal investment professionals, partner with business development to maintain data repository to address investor diligence questionnaires using both fund accounting data and portfolio operating data
Systems Management: own day‑to‑day configuration and integrations among portfolio monitoring tools; proactively benchmark existing systems against industry best practices; lead the evaluation, demoing, procurement and implementation of new technologies
Projection Modeling: maintain and refine existing credit and buyout fund projection models capable of running ad-hoc scenarios and stress tests including deployment pacing, valuation expectations, prepayments, defaults/recoveries, fee and interest income, expenses, capital call/distribution timing, carry waterfalls, usage of credit facility and permanent leverage
Communications: direct and manage responses to inquiries from existing/potential investors and internal parties with polished communications, responses grounded in fund accounting data and portfolio operating metrics
Representative Specific Responsibilities: support senior team in developing investor relations presentations and AGM content; develop, update and circulate portfolio monitoring dashboards that combine investment accounting data and portfolio company operating metrics and highlight trends, outliers and covenants and propose follow-ups; own driver-based projection models for credit and buyout funds to run scenarios and stress test for LP and IC questions; coordinate portfolio planning by collecting follow-on and exit assumptions from investment teams and reconciling models; build quarterly advisory board packages and manage internal review; targeted ad-hoc analysis for investment, IR and management questions
Qualifications:
Experience: 10+ years of progressive leadership in private fund operations, investment teams, or administration; deep familiarity with middle office workflows, fee mechanics, carried interest waterfalls and capital account reporting; preference for background within a multi-strategy environment
Academics: bachelor’s degree in finance, accounting or related quantitative field; preference for MBA, CPA, CFA
Technical: experience managing or implementing a portfolio monitoring system; deep understanding of financial statement interdependence; advanced data structuring skills and high attention to data quality, knowledge and experience in private equity and credit structures, private alternative investing universe, and corporate finance
Technology: highly proficient with Excel, PowerPoint, Word, CoPilot and other online applications (Salesforce, Allvue, AI apps, etc.)
Interpersonal: strong executive presence, self‑awareness, and stakeholder management skills; polished communication, comfortable with many concurrent priorities, changing priorities, and managing deadlines and follow-through
Other Attributes: problem-solver, self-starter, team oriented, strong degree of initiative, curiosity, and attention to detail, accuracy, and organization
Work Environment: The ability to work with a small team in a collaborative, entrepreneurial environment, and an opportunity to shape the firm’s growth trajectory.
Five Points is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Five Points are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.
Americans with Disabilities Act (ADA)
Five Points will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or
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.
Salary: $50,000
- $75,000 per year A bit about us: We are a leading distributor of critical healthcare products, dedicated to accuracy, safety, and reliability in everything we do.
Our team plays an essential role in ensuring that life-saving products reach the people and providers who need them most.
Why join us? Comprehensive Health Benefits + Employee Assistance Program (EAP) 401(k) with Profit Sharing Retirement Plan Tuition Reimbursement Program HSA, FSA, and Dependent Care Flexible Spending Accounts Life, AD&D, and AFLAC Plans Paid Vacation, Sick Leave, and Holidays Job Details Financial Services Leader – Collections (Hybrid) Locations: Kernersville, NC • Temecula, CA About the Role We are seeking a strong Financial Services Collections Supervisor to lead a team of Financial Services Coordinators and drive the performance, accuracy, and integrity of the accounts receivable and collections processes.
This role oversees day-to-day operations, enforces credit and collections policies, manages aging performance, and ensures the protection of trade receivables.
You will lead a high-performing team, collaborate extensively with internal partners, and implement process improvements that support strong cash flow, low DSO, and exceptional customer experience.
What You’ll Do Team Leadership & Development Supervise, mentor, and develop Financial Services Coordinators; manage hiring, performance reviews, coaching, and training.
Set clear goals, KPIs, and expectations aligned with departmental strategy.
Foster a positive, accountable, and customer-focused team culture.
Credit & Collections Oversight Enforce credit policies and ensure high-quality collection activities.
Monitor and analyze A/R aging reports; ensure timely follow-up and documentation.
Assist with credit applications, customer payment history reviews, and credit limit evaluations.
Reduce bad-debt exposure through proactive risk assessment and collections strategy.
Operational Excellence Oversee SOPs, training documents, system processes, and testing to ensure data integrity and system reliability.
Recommend and improve collection call techniques, workflows, and cross-functional procedures.
Ensure accurate system documentation (SAP, OneNote, shared drives).
Monitor SAP functionality and performance, ensuring it supports efficient daily operations.
Cross-Functional Collaboration Work closely with credit, finance, sales, customer service, warehouse, pricing/contracts, and operations teams.
Provide operational support to the Financial Services Collections Manager.
Lead and support process improvements that enhance internal controls and customer relationships.
General Responsibilities Maintain compliance with all company policies and applicable regulations.
Represent the organization professionally and uphold company values.
Support a safe, positive, and inclusive work environment.
What You Bring Education
- Associate degree in a related field or 2+ years of relevant experience in lieu of a degree.
5+ years of directly related credit, A/R, or collections experience, (7+ years required for non-degreed candidates).
Experience supervising or leading teams strongly preferred.
Strong organizational skills, attention to detail, and ability to prioritize effectively.
Exceptional verbal and written communication skills.
Ability to work independently and as part of a team.
Strong decision-making and problem-solving ability.
Ability to motivate and coach employees to achieve team and company goals.
Solid computer proficiency; SAP or ERP experience strongly preferred.
Ability to build cooperative, constructive relationships across departments.
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.
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