Alt Alpha Financial Technologies Jobs in Usa

Information Technology Financial Accounting Analyst

Pay Range: $27/hour to $31/hour

Position Overview

We are seeking an Information Technology Financial Analyst to support financial planning, reporting, and analysis within an IT department in a healthcare environment. This role will partner closely with finance and IT stakeholders to analyze financial data, support budgeting processes, and ensure accurate contract and invoice management.

The ideal candidate will have foundational accounting or financial analysis experience, strong Excel skills, and the ability to interpret and explain financial results.

Key Responsibilities

• Analyze and explain budget variances and interpret financial performance data
• Assist in preparing Monthly Financial Reports and ad hoc financial reporting
• Support the development and preparation of the annual IT/IS budget
• Create financial forecasts and perform year-over-year financial analyses
• Interpret and calculate financial implications related to contracts, Statements of Work (SOWs), quotes, and change orders
• Process requisitions and manage invoices, including maintenance contracts
• Develop and distribute financial reports using Excel (charts, graphs, pivot tables, VLOOKUPs, etc.)

Required Qualifications

• 1–3 years of accounting and/or financial analysis experience
• Experience working in a healthcare environment
• Understanding of IT operations and cost structures
• Working knowledge of GAAP
• Ability to analyze financial data and clearly explain findings
• Strong proficiency in Microsoft Excel
• Detail-oriented with strong organizational and analytical skills

Ideal Candidate Profile

• Analytical thinker with strong problem-solving abilities
• Comfortable working with both financial and technical stakeholders
• Organized and able to manage multiple priorities
• Clear communicator who can translate financial data into meaningful insights

Position: Financial Planner & Analyst

Location: Bozeman, MT, USA

Employment Type: Full-Time, In-Person

Department: Finance

Reports To: COO

POSITION OVERVIEW:

We’re looking for a Financial Planner & Analyst (FP&A) to join our team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This position is responsible for establishing the Finance department within EVERGOODS. They will then be responsible for leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability. This role involves creating financial models, analyzing data to support decision-making, and preparing reports that provide insights into the company’s financial performance and future projections.

PRIMARY RESPONSIBILITIES:

Planning & Analysis

• Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans.
• Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results.
• Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals.

Reporting

• Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning.
• Maintain, review and track departmental budgets
• Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement.

Invoice Management

• Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions.

Financial Forecasting

• Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations.

Inventory Planning

• Track all purchase orders, including expected arrival, payment terms, freight, and tariffs
• Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale.
• Reconcile wholesale inventory and collection activities.
• Maintain average cost inventory values and provide insight into inventory trends and cost drivers.

Future-Proofing

• Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency.

Cross-Collaboration

• Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management.
• Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence.

Special Projects

• As the business grows and changes, the role may be assigned special projects as needed.

RELEVANT SKILLS

• Bachelor’s degree in finance or economics.
• CPA or MBA preferred.
• Software proficiency in Xero Software for Small Business, , and OnPay payroll solutions.
• Experience with utilizing Shopify or similar commerce platforms.
• 3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales.
• Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers.
• Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions.
• Ability to work cross-functionally with all levels of the organization.
• Google Workspace tools (Drive, Calendar, Sheets, Docs, etc).
• Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand.

Employee Conduct:

At Evergoods, we expect every employee to contribute to a positive work environment through cooperative and professional interactions with colleagues, customers, and vendors. A collaborative and respectful attitude is essential.

Equal Employment Opportunity:

Evergoods is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

IT Manager, Financial & Merchandising Systems

Experienced IT professionals —bring your experience to work for you where people love to shop! Boscov's is a chain of full-service department stores serving the total family needs of our customers. For over 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of quality merchandise in its stores and online. We are looking for an IT Financial Systems Manager to join our team.

The IT Systems Manager is responsible for the overall planning, development, implementation, and maintenance of the organization's financial, merchandising, and logistics systems. The ideal candidate will have a strong understanding of financial systems and processes, as well as experience with PeopleSoft. They will also be a strategic thinker with the ability to lead and manage a team. As part of a multi-faceted Information Technology team, you will deliver IT solutions working closely with Business teams.

Responsibilities

• Develop and execute the strategic roadmap for financial, retail and merchandise reporting systems aligned with the company's overall IT strategy and business objectives.
• Collaborate with senior management and business stakeholders to prioritize IT initiatives that drive operational efficiency and support growth strategies.
• Lead the design, implementation, and support of robust IT systems for financial, retail and merchandise reporting, ensuring scalability, reliability, and integration with existing systems.
• Manage a team of IT professionals responsible for the development, maintenance, and support of financial, retail and merchandise reporting systems.
• Foster a culture of innovation, collaboration, and continuous improvement within the IT team.
• Collaborate with vendors, consultants, and internal stakeholders to evaluate, select, and implement third-party solutions that enhance retail capabilities.
• Negotiate contracts, service level agreements (SLAs), and manage vendor relationships to ensure quality delivery and cost-effectiveness.
• Establish and enforce data governance policies, procedures, and standards to ensure the accuracy, integrity, and security of financial, retail and merchandise data.
• Stay abreast of emerging technologies and industry trends in retail analytics and reporting systems.
• Drive initiatives to optimize retail operations, improve forecasting accuracy, and enhance customer satisfaction through data-driven insights.
• Monitor expenditures, track ROI, and report on financial performance related to IT projects and initiatives.

Qualifications

• Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent work experience
• Proven experience (8+ years) in IT leadership roles with a focus on financial, retail and merchandise reporting systems in a large-scale retail environment.
• Deep understanding of retail operations, merchandising processes, or inventory management principles.
• Excellent leadership, communication, and interpersonal skills with the ability to influence stakeholders and drive cross-functional collaboration.
• Experience managing complex IT projects, including system integrations, upgrades, and migrations.
• Knowledge of project management methodologies (e.g., Agile, Waterfall), and IT governance frameworks.

Benefits

At Boscov's, we value our employees, and that's why we provide a competitive compensation and benefits package. As a Full-Time member of our team, you will be eligible to receive:

• Comprehensive benefits package, including medical/dental/vision
• Short term disability/ Long term disability- voluntary
• Life Insurance (company paid)
• 401(k) w/ company match
• Weekly Pay
• Paid vacation
• Liberal employee discount

Work where people love to shop!

Equal Opportunity Employer

Overview:

As a Product Owner in Affinity Solutions Technology (AST) you will lead a cross-functional agile team implementing technology solutions for Securian's Affinity Solutions and Securian Canada markets. AST teams demonstrate passion for delivering innovative solutions for clients, customers, and internal partners, driven by creative problem-solving skills, strong collaboration, and analytical abilities.

You need to be passionate about delivering business value through technology while remaining flexible to adapt to evolving and emerging needs. You will partner with stakeholders to define your team's strategy and roadmap, owning your team's prioritization and delivery. You will work closely with your team, other Product Owners, business stakeholders, engineering leaders, and technology partners to deliver solutions using a blend of methodologies.

Responsibilities include but not limited to:

• Partners with the business to build trust and translate operations, customer needs, and technology into impactful digital solutions-resolving trade-offs, managing risks and dependencies, creating and driving product roadmaps with a focus on measurable outcomes, and communicating transparently.

• Maintains a backlog to prioritize work/stories for the team by synthesizing all relevant data, research and any other available information.

• Engages stakeholders through ongoing collaboration to understand evolving customer needs, advocate for the business, and share insights with teams to drive alignment and optimal outcomes.

• Leverages emerging best practices and market trends to drive operational efficiencies and align technology strategies with business goals.

• Uses all available resources (e.g., analytics, reporting, surveys, ethnographic research, qualitative data, usability testing) to understand product performance and customer satisfaction.

• Effectively communicates product value through storytelling, connecting to business/customer impact and engages stakeholders in strategic decisions to optimize outcomes.

• Cross functional understanding of how their work integrates with other business workstreams and initiatives.

• Understands how to leverage team effectiveness metrics (e.g., velocity/cycle time) to drive value.

• Contributes to strategic product decisions by incorporating total cost of ownership and providing input into operating budget planning.

• Participates in governance meetings and communicates technical and business product status and progress with senior leaders.

• Creates product delivery commitments such as service level agreements and BCM plans to support resiliency requirements.

• Engages in product discovery efforts to identify strategic opportunities.

• Proactively develops and demonstrates advanced knowledge of and experience with the technical product(s) and is conversant in the product architecture to drive growth and improve customer experience.

• Directly responsible for implementation, configuration, and/or continuous improvement of a technical product based on value

• Anticipates and identifies new product opportunities to drive value. Provides input and leads the design of meaningful tests and learning opportunities.

• Ensures project delivery is in conformance with company methodologies and standards; leads and provides guidance for project management for initiatives, ensuring business objectives are met and business benefits are delivered.

Qualifications:

• Working knowledge of agile practices. Understands the fundamentals of iterative development, incremental delivery, backlog management, burndown metrics, velocity, and task definition.

• Leadership skills to gain credibility, garner respect, guide the creation of a self-organizing team, being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

• Ability to influence teams to deliver great customer experience without direct authority.

• Working knowledge of Product Management practices.

• Strong communication, facilitation, and interpersonal skills to engage agile team and stakeholders, facilitate discussions, negotiate, and resolve conflict.

• Strong analytical and critical-thinking skills, creative problem-solving skills, and attention to detail.

• Ability to work with minimal direction, flexibility to adapt to shifting priorities and schedules, handle multiple issues simultaneously, and manage stressful situations for self and team.

• Strong knowledge of technology and architectural principles to drive implementation of scalable, maintainable, and resilient solutions.

Preferred Qualifications:

• Proven track record as a Product Owner or individual contributor responsible for value and viability of technology solutions.

• Proven track record working in an agile environment while delivering results based on effective prioritization.

• Experience with stakeholder management and collaboration.

• Ability to quickly learn new domains and adapt to changing business needs.

• Knowledge of product and project and portfolio management best practices.

• Ability to communicate effectively with diverse audiences including executives, customers, and technical teams.

• Experience identifying critical emerging business needs and service challenges and ability to quickly and effectively shift/coordinate resources to deliver immediate impact.

• Proven ability to engage with both individual contributors and leaders of the highest levels in constructive and collaborative relationships.

• Demonstrated results of gaining credibility, gaining respect and building trust, guiding the creation of self-organizing teams and being assertive with business priorities and opposing viewpoints while adhering to agile concepts and principles.

#LI-hybrid **This position will be in a hybrid working arrangement.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes), you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the Technology, Media, & Communications (TMC) Portfolio Leader, this experienced executive will lead a specialized client portfolio across technology clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level technology industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where 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.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

d24ad0b8-823f-4e68-a892-2986ccdf7392

This role is onsite 5 days a week in our Chicago office.

About Us

Perform Properties is a Blackstone Real Estate portfolio company focused on high-performing retail and office properties with People-Appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, the company oversees over 33 million square feet of retail and office properties across the U.S. Learn more: .

Role Summary

The Director of Financial Planning & Analysis (FP&A) plays a critical leadership role in driving financial insights, operational transparency, and strategic decision‑making across Perform Properties. This position leads the company’s budgeting, forecasting, and performance reporting across a diversified commercial real estate portfolio of office and retail assets.

This role partners closely with executive leadership, portfolio and asset management, investments, accounting, and leasing teams to deliver timely, decision-ready financial insights, support asset, fund, and portfolio reporting, and deliver high-quality materials for senior management at Perform Properties and Blackstone.

The Director of FP&A plays a critical role in translating performance into clear financial narratives, key performance indicators, and market informed analyses that support strategic planning and capital allocation decisions.

This role also partners with our technology teams to continually evaluate and enhance budgeting systems, forecasting processes, financial analytics, and reporting.

The ideal candidate combines strong technical expertise with exceptional communication skills and a collaborative mindset.

This role reports to VP, FP&A and is based in the office, 5 days a week.

Essential Job Functions

Budgeting & Forecasting Leadership

• Lead the annual budget, quarterly reforecast, and long-range planning processes across property level and fund level P&Ls.
• Coordinate inputs from asset management, leasing, property management, and other corporate functions to ensure consistent assumptions and timelines.
• Partner with asset management to develop/analyze scenario analyses and sensitivity models related to occupancy, rent growth, leasing velocity, operating expenses, and capital spending.
• Perform and review analytics on financial projections by sector, market, and investment; validate completeness, accuracy, and reasonableness of forecasts and analyze trends to identify risks, opportunities, and performance drivers.
• Collaborate with corporate departments, centralized shared services teams, and executive leadership to review and obtain approval of the annual budget and quarterly reforecasts.
• Monitor variance to budget and forecast, identify key drivers, and communicate risks and opportunities to leadership.
• Provide ongoing support to property management, market teams, and corporate partners, including training, troubleshooting, and user guidance related to budgeting systems and processes.

Reporting & Performance Insights

• Develop and own FP&A’s monthly, quarterly, and annual P&L reporting packages for office and retail assets, including same-store, fund, and total portfolio views.
• Partner with accounting to ensure alignment between GAAP results and management reporting.
• Analyze trends in NOI, SSNOI, operating margins, recoveries, and corporate overhead.
• Prepare executive level summaries, dashboards, commentary, and board book materials that clearly explain performance drivers and outlook.
• Produce analysis related to leasing, touring activity, rental rates, financial performance, and broader operational trends.
• Create and refine content, metrics, assumptions, and messaging to ensure accuracy, clarity, and consistency in format and messaging across all forms of reporting.
• Evaluate existing processes, identify opportunities for enhancement, and implement improvements to increase efficiency, accuracy, and scalability.

Team Leadership & Development and Cross‑Functional Support

• Mentor, coach, and guide analysts, including direct reports, to support skill development and high‑quality output.
• Partner with the VP of FP&A, executive leadership, and market teams on an ongoing basis.
• Partner with Technology, Accounting, and Data & Research teams on reporting tools and data integration.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 10+ years of progressive FP&A or corporate finance experience, ideally within real estate or a related industry.
• Strong understanding of office and retail asset economics, including leasing, recoveries, capital expenditures, and NOI drivers.
• Experience supporting executive leadership-level reporting and analytics, managing budgeting/forecasting processes and systems, and working with cross‑functional teams.
• Strong analytical skills and business acumen, and advanced financial modeling capabilities.
• Strong PowerPoint, Excel, and analytical skills; experience with BI tools, Argus, or Yardi is a plus.
• Proven leadership experience with a track record of developing high‑performing teams.

Benefits & Compensation

Benefits:The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).

Base Salary Range: $190,000-$205,000. This represents the presently-anticipated low and high end of the Company’s base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience.

The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.

Closing

EEO Statement

Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other legally protected characteristics. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email

#LI-Onsite

JOB DESCRIPTION

One of Insight Global's clients is seeking an IT Consultant to join their team in Philadelphia, PA onsite 3x a week. This person will play a critical role in supporting IT financial operations, project budget management, and vendor contract administration. This position serves as a key liaison between IT Leadership, Finance, and external partners to ensure accurate forecasting, cost center management and alignment of budgets with organizational goals. Key Responsibilities: - IT Forecasting & FP&A Partnership: Support monthly and quarterly IT forecasts, ensure accurate accounting and variance reconciliation across cost centers, contribute to FP&A narratives, and act as a liaison between IT leadership and Finance. - Cost Center & Project Financial Management: Partner with managers on reclasses, accruals, amortizations, and quarterly submissions, while tracking capital and operational project budgets, variances, and compliance with financial governance. - Purchase Orders & Budget Alignment: Create and manage purchase orders tied to service renewals and budgeted line items, ensuring alignment with quarterly planning and budget controls. - External Resource & Contract Support: Manage financial aspects of vendor and consultant contracts, including tracking terms, renewals, and commitments, and coordinating with procurement and legal for compliance and execution. - Ad Hoc & Operational Financial Support: Provide timely support for financial questions, troubleshooting, vendor requests, formatting issues, and special requests outside standard processes.

REQUIRED SKILLS AND EXPERIENCE

- Bachelor's degree in Finance, Accounting, Information Technology, or related field. - 3+ years of experience in IT financial operations, FP&A, or related roles, with a strong understanding of budgeting, forecasting, and financial reporting. - Proficiency in financial systems (e.g., SAP, Oracle) and advanced Microsoft Excel, with experience supporting IT project financial management. - Familiarity with IT cost structures, vendor contract administration, and procurement processes. - Strong communication and collaboration skills, with the ability to manage multiple priorities and meet deadlines in a fast‑paced environment

Compensation:

$33/hr to $36/hr.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

City of Kirkland

$105,059.34 - $137,078.61 Annually

Kirkland, WA

Full-Time

202100644

Finance & Admin. - Deputy Director Management

02/24/2026

Continuous

Exempt

MAC

The Financial Operations Supervisor, under the general direction of the Deputy Director of Finance & Administration, leads and directly supervises the daily operations of the city's centralized purchasing functions, accounts payable, accounts receivable, and mail services.

Considered a working supervisor, the Financial Operations Supervisor ensures that tasks within the operations division are completed accurately and timely, according to established standards. This position oversees the development and implementation of policies, procedures, and goals, and is responsible for supervising staff, evaluating, assigning tasks, and balancing workloads.

Distinguishing Characteristics: The Financial Operations Supervisor is well-versed in the functional areas overseen and provides technical support to staff. This position oversees multiple functions within financial operations, but differs from the Financial Operations Manager position, which manages the division, prepares recommended division budget, and determines resources needed to accomplish program goals. The incumbent operates with considerable autonomy and independent judgment.

Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This is not a comprehensive listing of all functions and duties performed by incumbents of this class; employees may be assigned duties which are not listed below; reasonable accommodations will be made as required. The job description does not constitute an employment agreement and is subject to change at any time by the employer. Essential duties and responsibilities may include, but are not limited to, the following:

• Supervises the day-to-day activities of financial operations staff assigned to purchasing, accounts payable, accounts receivable and mail services.
• Supervises subordinate personnel, including motivating, training, and delegating assignments; monitoring performance; conducting performance evaluations; taking disciplinary/corrective action; recommending salary increases and promotions; and recommending hirings and terminations.
• Monitors and interprets changes in applicable laws, regulations, and technology that may affect departmental operations. Develops, analyzes, and implements policy and procedural changes after approval; monitors for compliance.
• Evaluates various financial operations functions to improve customer service, productivity, and efficiency, and assists with work-related issues that cannot be addressed by staff; performs research as needed.
• Oversees the purchasing function including the citywide procurement of goods and services, the issuance of purchase orders and contracts, the preparation of bids, cooperative purchase agreements with other public agencies, the surplus program, and the purchasing card program.
• Assists with the development and execution of various types of interlocal cooperative agreements including mutual aid agreements.
• Supervises the operations of accounts receivable and accounts payable and serves as backup to staff as needed. Manages vendor and customer relations, setups, inquiries, and approvals related to quotes, wage rates, taxes, and billing. Ensures accurate record-keeping and efficient processing of payments, invoices, refunds, and customer billing for various taxes and fees.
• Collaborates with internal customers, managers, and directors to provide strategic procurement, contracting, and program support to fulfill adopted strategic priorities.
• Ensures that all city expenditures adhere to purchasing policy, procedures and applicable procurement law. Ensure accountability, compliance, and consistent interpretation and application with all current and applicable state and federal laws, agency policies and procedures, rules, and regulations.
• Serves as the primary contact on procurement issues for federal and state auditors on annual audits. Responds to questions regarding procurement policies, compliance with laws and regulations, internal controls, variances, exceptions, and procurement methods and procedures.
• Solves complex technical and managerial problems utilizing an understanding of intra- and inter-departmental relationships where no precedent exists.
• Provides leadership and guidance to departmental staff in proper work methods and procedures; reviews multi-departmental activity for accuracy and compliance.
• Reviews and audits payment and billing entries, proactively resolving discrepancies. Provides leadership and guidance to the team on best practices, ensuring full compliance with GAAP. Addresses challenges promptly, ensuring adherence to policies and procedures.
• Provides guidance and expertise to departments and city staff in the interpretation of purchasing requirements and procedures as prescribed by state and federal agency regulations, grant stipulations, and City policy. Recognizes and assesses strategic and operational risks and opportunities and addresses them appropriately during the procurement and contracting process.
• Fosters a positive and supportive work environment; promotes diversity, equity, inclusion, and belonging in the workplace, contributing to an environment of respectful living and working in a multicultural society.

• Presents procurement-related agenda items at City Council meetings.
• Performs duties of assigned staff as needed.
• Performs functions as assigned in the City's emergency response plan in the event of an emergency.

Why Kirkland?

Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town, community feel. If you are a candidate with the desire to join an organization looking to innovate into the future, the City of Kirkland is the place for you!

If you ask our employees why they love where they work, they will tell you about the great people, work environment, supportive leadership and City Council, and fearless innovation.

We also invest in you!

Competitive Wages: We strive to maintain competitive compensation packages and work to provide wages that meet the knowledge, skills, and abilities of our employees.

Awesome benefits: The City offers benefits that are unmatched by most other employers. Please click on the benefits tab above to view more details.

Childcare Programs: To help address the challenge of finding reliable childcare, the City of Kirkland has reserved spots for City employees at local and regional providers, available at a discount. New employees gain access to Kirkland's reserved spots as soon as they start employment. Learn more!

Training and Career Development: The City of Kirkland believes in developing it's employees. You will have access to training opportunities designed for career development and advancement based on your position, skills, and interests.

• Knowledge of governmental procurement principles, methods, practices, techniques, and procedures.
• Knowledge of applicable federal, state, and local laws, codes, regulations, and grant requirements related to assigned activities, including procurement, contracting, disposal of surplus, and Washington public works bid laws.

• Ability to analyze and reconcile general or subsidiary ledger for validity and accuracy.
• Ability to use and administer automated financial management systems and advanced proficiency in the use of personal computer software, including word processing, spreadsheet, database, report writing, and presentation graphics programs.

• Ability to attract, retain, motivate, lead and supervise professional, paraprofessional, and clerical staff.
• Ability to establish and maintain effective working relationships with a variety of internal and external customers.
• Ability to prepare and deliver presentations to staff, City Council, or community groups.
• Advanced organizational, public relations, problem solving, and communication skills (both verbal and written). Ability to convey ideas and information in writing, using language that is appropriate to both the complexity of the topic and the knowledge and understanding of the reader.
• Comprehensive knowledge of governmental finance practices, principles, procedures, regulations and techniques, with the ability to interpret and explain these rules, legal requirements and policies and develop effective internal practices.
• Ability to communicate policy and procedures to a variety of staff.
• Ability to keep abreast of changing laws, codes and regulations that will impact the division's policies and procedures and incorporate into existing ones.

Minimum Qualifications:

• Education: Bachelor's degree in business administration, purchasing and materials management, business law, public administration, or closely related field.
• Experience: 5 years' experience in purchasing and accounts payable/accounts receivable, preferably in the public sector. 2 years' experience in a supervisory position preferred.
• Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill, and ability to proficiently perform the essential duties and responsibilities listed above.

• Preferred certification in one of the following: Certified Professional Public Buyer (CPPB), Certified Public Procurement Officer (CPPO), or Certified Purchasing Manager (CPM).

Physical Demands and Working Environment

• Work is conducted in a typical office setting. Position typically requires extended periods of sitting while performing keyboard operations.
• Work involves walking, talking, hearing, using hands to handle, feel or operate objects, tools, or controls and reach with hands and arms.
• Vision abilities required by this job include close vision and the ability to adjust focus.
• The noise level in the work environment is usually moderately quiet.

Position requires a resume and cover letter for consideration of application. Please note how you meet minimum qualifications within the cover letter. Applicants who are selected for next steps in the hiring process will be invited by phone or e-mail. Candidates are encouraged to apply at the earliest possible date as screening, interviewing, and hiring decisions will be made through the recruitment period, until such time as the vacancy is filled. Position is open until filled, with first review of applicants made by 15th day of original posting.

The City of Kirkland is a welcoming community where every person can thrive and grow. We value diversity, inclusion, belonging, and work together to support our community. We do this by solving problems, focusing on the customer, and respecting all people who come into the City whether to visit, live, or work. As an Equal Opportunity Employer, we are committed to creating a workforce that does not discriminate on the basis of race, sex, age, color, sexual orientation, religion, national origin, marital status, genetic information, veteran status, disability, or any other basis prohibited by federal, state or local law. We encourage qualified applicants of all backgrounds and identities to apply to our job postings. Persons with a disability who need reasonable accommodations in the application or testing process, or those needing this announcement in an alternative format, may call or Telecommunications Device for the Deaf at 711.

Come join Connecticut Innovations (CI) as a Senior Associate/Associate primarily supporting our Technology Fund with opportunities to support other CI Venture Funds!

Connecticut Innovations (CI)

As Connecticut's strategic venture capital arm and one of the most active investors on the eastern seaboard, CI has a portfolio of 220+ companies across various industries, with strengths in life sciences, technology and climate tech. CI meets with hundreds of companies every year, identifying the most promising early-stage companies looking to grow in the state. Every year, CI invests in 20+ new companies, in addition to providing follow-on capital to existing portfolio companies. CI also invests as a Limited Partner in outside venture funds based in CT (17 in the past 6 years).

• CI has invested $700+ million in innovative startups since 1995
• CI’s leveraging power is 10X, or $7+ billion

CI announced it invested $45.8 million in 67 companies and venture funds throughout the fiscal year ending June 30, 2025. CI’s investments also helped to attract an additional $653 million in outside capital into its portfolio companies. The fiscal year generated $43.2 million in proceeds, which will allow CI to invest in more early-stage companies in the future.

Our culture is vibrant, diverse, collaborative, and inclusive. We embrace perspective and have mission alignment on our impact to Connecticut’s innovation ecosystem. We host or participate in over 20 ecosystem events per year, and our headquarters at The District in New Haven is a catalyst for partnership and an innovation ecosystem community hub.

Connecticut Technology Fund

Our Technology Fund has provided more than $140 million to date to Connecticut’s promising high-tech companies (140+), with a focus on FinTech, InsurTech, SaaS and PaaS early-stage companies. We have realized over $135 million in proceeds from our investments in this Fund. We have also attracted companies to Connecticut from both coasts and as far away as Europe!

Venture Capital (VC) Senior Associate/Associate

All Venture Team members play a pivotal role as part of the investment due diligence process and post-investment, as part of scaling the portfolio company. As an organization, we embrace diversity of thought, listen with an open mind, think big and concretely, and invest with the mission in mind.

A VC Senior Associate/Associate helps execute our investment strategy by researching promising technology markets. They also participate in all phases of the investment process including due diligence, meetings with management, focused company and industry research, financial modeling, writing investment recommendations, and supporting CI portfolio companies as board observers.

We are currently seeking a VC Senior Associate/Associate to join our Technology Fund Venture Team for a period of 2 to 3 years (with opportunities to extend beyond 3 years) and help develop and manage an active high-tech portfolio. Candidates should be self-starting, curious, flexible and have knowledge of financial statements, business plans and other financial and legal documents.

Qualifications

• Bachelor’s degree in computer science or the equivalent
• MBA or master’s degree
• Work or internship experience in market research, management consulting, venture capital or investment management
• Work experience operating in a high-growth, early-stage FinTech, InsurTech, SaaS and PaaS company preferred
• Experience as a Founder preferred, but not required

Responsibilities

• Representing CI at industry events, source investment prospects, develop relationships with potential co-investors
• Screening and analysis of potential investments
• Conducting due diligence and competitive analysis
• Financial modeling and valuation analysis, collaborating with and supporting other members of the CI Venture team.
• Preparing reports and proposals regarding potential investments and portfolio companies
• Drafting term sheets
• Reviewing legal documents related to financings and other matters
• Presenting investments for approval to CI advisory committees and committees of the CI Board of Directors
• Assisting in identifying strategic, marketing and partnering opportunities for portfolio companies
• Participate in meetings and calls related to due diligence, industry research, and investment negotiations

Skills & Competencies

• A seeker and learner mentality, with a passion for and knowledge of the deep-tech technologies
• High personal passion for a fast-developing innovation ecosystem
• Detailed, action-oriented person who takes initiative to follow-up on items.
• Project management and organization skills to solicit and follow up on meetings.
• Communicate comfortably with a wide range of stakeholders.
• Ability to synthesize data into a compelling story.
• Sufficient understanding/comfort of technology to recognize the business opportunities it unlocks

This role will work at CI’s headquarters in New Haven, CT (District | Coworking Space) on a hybrid schedule (Mondays and Wednesdays onsite). Having a Connecticut residency is required for this role.

Connecticut Innovations offers a competitive starting salary, with additional bonus opportunities based on team and individual investment performance, generous paid time off, and a culture that encourages work-life balance.

Connecticut Innovations is an equal opportunity/affirmative action employer. We welcome all candidates to apply regardless of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or status as a protected veteran.

About Us:

JP Ecommerce (dba Bare Home) has been named one of the top-ten, fastest growing businesses in Minnesota by Inc. 5000 for the past four years in a row. We provide customers with high-quality bedding through our brand Bare Home. As a leading textile retail company, we source premium products from key regions including China, India, Pakistan, and Turkey. Our commitment to excellence has earned us a reputation as an industry leader in sustainable and ethical textile sourcing.

Position Overview:

As a Senior Financial Analyst, you'll serve as a strategic financial partner to our CFO in our $100M+ bedding and mattress business, driving critical cash flow management, cost analysis, and pricing strategy across our complex multi-platform ecommerce operations. This role requires a versatile financial professional who can tackle any financial challenge—from building 13-week cash flow forecasts to optimizing landed costs across 6,000+ SKUs to analyzing profitability by platform and promotional strategy.

This position offers exceptional growth opportunities for an experienced financial analyst ready to become a trusted advisor to executive leadership in a high-growth environment where your analytical insights directly impact company profitability and strategic decisions.

Key Responsibilities:

Cash Flow Management & Financial Forecasting:

• Develop and maintain comprehensive cash flow forecasting models including 13-week rolling forecasts and long-range cash projections
• Monitor daily/weekly cash positions and provide proactive recommendations for working capital optimization Analyze cash conversion cycles and identify opportunities to improve
• Days Sales Outstanding (DSO), inventory turns, and vendor payment timing
• Partner with CFO on cash management strategy, credit line utilization, and liquidity planning
• Build scenario models for cash flow impacts of business decisions including expansion, inventory investments, and seasonal fluctuations

Cost Analysis & Profitability Management:

• Analyze true costs and profitability across channels, platforms, SKUs, and product lines to identify where the business makes or loses money
• Evaluate comprehensive cost structures including COGS, landed costs, duty calculations, freight, platform fees, and total cost of ownership
• Conduct detailed margin analysis by product category, sales channel (Amazon, Walmart, Target, ), and promotional activity Identify cost variance drivers and provide actionable recommendations for margin improvement and cost optimization
• Partner with operations and procurement teams to validate cost data accuracy and drive cost reduction initiatives

Pricing Strategy & Competitive Analysis:

• Develop pricing strategies for multi-platform ecommerce operations balancing competitive positioning with profitability goals
• Analyze promotional pricing effectiveness and margin impact across different sales channels and product categories
• Conduct competitive pricing analysis and market positioning research to inform strategic pricing decisions
• Evaluate price elasticity and recommend optimal pricing for new product launches and existing SKU optimization
• Track platform-specific fee structures (Amazon, Walmart, Target) and incorporate into pricing and profitability models

Financial Planning & Analysis (FP&A):

• Lead annual budgeting process and monthly/quarterly forecasting cycles with detailed variance analysis and commentary
• Build financial models for strategic initiatives including facility expansion, international sourcing decisions, and capital investments
• Develop executive dashboards and KPI reporting frameworks using Power BI for CFO and CEO decision-making
• Analyze business performance trends and provide insights on revenue drivers, cost trends, and profitability improvements
• Support monthly financial close process with variance analysis, trend reporting, and actionable business insights

International Trade & Supply Chain Financial Analysis:

• Analyze financial impacts of international sourcing decisions across China, India, Pakistan, and Turkey considering tariffs, duties, and trade restrictions
• Evaluate landed cost components including freight costs, customs fees, currency fluctuations, and total supply chain costs Assess VAT, tax, and tariff implications on product pricing and overall business profitability
• Support real estate and facility decisions with financial analysis including lease vs. buy evaluations and expansion ROI modeling

Strategic Financial Partnership:

• Serve as trusted financial advisor to CFO/CEO on complex business questions requiring analytical problem-solving
• Present financial analysis and strategic recommendations to executive leadership with clear, actionable insights
• Collaborate cross-functionally with operations, inventory, procurement, marketing, and finance teams
• Translate complex financial data into business insights that drive strategic decision-making

Qualifications & Experience:

Required Experience:

• 7-10 years of progressive financial analysis experience with demonstrated expertise in FP&A, cost analysis, and pricing strategy
• Strong background in retail, manufacturing, ecommerce, or consumer products with complex cost structures and multi-channel operations
• Proven experience building and maintaining cash flow forecasting models and working capital management
• Experience analyzing profitability across multiple channels, platforms, or business units with detailed cost allocation
• Background in international business, supply chain finance, or import/export cost analysis preferred
• Track record of translating financial analysis into actionable business recommendations for executive leadership

Technical Skills - Must Have:

• Expert-level Excel proficiency including advanced formulas, pivot tables, complex financial modeling, macros, and scenario analysis
• Advanced Power BI skills for dashboard creation, data visualization, and executive reporting SQL proficiency for data extraction, manipulation, and complex financial reporting
• Strong financial modeling capabilities for forecasting, budgeting, scenario planning, and ROI analysis
• Experience with data analytics platforms and ability to work with large datasets across multiple systems

Financial & Business Acumen:

• Deep understanding of P&L management, margin analysis, and cost accounting principles Knowledge of cash flow management, working capital optimization, and liquidity planning Understanding of ecommerce marketplace dynamics including platform fee structures and channel profitability
• Familiarity with international trade finance including tariffs, duties, VAT, landed cost analysis, and currency impacts

Preferred Qualifications:

• NetSuite ERP experience (we're implementing soon) with focus on financial planning and reporting modules
• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related quantitative field
• Multi-industry exposure (retail + manufacturing + real estate) demonstrating versatility and broad business knowledge
• Experience in textile, home goods, bedding, or consumer products industries with complex international supply chains

What Makes You Successful:

• Versatile financial problem-solver who can tackle any analytical challenge from cash flow to cost optimization to pricing strategy
• Strong business acumen with ability to connect financial data to operational realities and strategic decisions
• Exceptional analytical skills with meticulous attention to detail when working with complex datasets and financial models
• Strategic thinker who can see the big picture while maintaining tactical excellence in day-to-day analysis
• Proactive and solutions-oriented mindset—you don't just report numbers, you provide insights and recommendations
• Self-starter who thrives in entrepreneurial environments where priorities shift and no two days are the same Intellectual curiosity and eagerness to learn new aspects of the business beyond traditional finance functions

Work Environment:

• 100% On-site position in Forest Lake, MN Monday-Friday, 8:00 AM - 4:30 PM
• Collaborative, entrepreneurial culture where your ideas quickly become action
• Direct partnership with CFO with high visibility and impact on strategic decisions Fast-paced environment where analytical insights drive real business decisions and company growth

Compensation & Benefits:

• Competitive salary range: $90,000 - $130,000 (commensurate with experience)
• Performance-based bonus opportunities Medical, Dental, and Vision Insurance STD and Life Insurance, Paid Family Leave, 401(k) with Company Match
• Paid Time Off and Holidays Professional development opportunities in a rapidly growing company

Application Process:

To be considered for this strategic opportunity, please submit:

• Detailed resume highlighting FP&A, cash flow management, cost analysis, and pricing experience with specific examples of financial modeling and business impact
• Brief cover letter describing your approach to complex financial problem-solving and experience working across multiple business functions (finance, operations, supply chain) Specific experience breakdown with Excel, Power BI, SQL, and financial modeling tools
• Examples of financial analysis projects that drove meaningful business decisions or profitability improvements

Submit your application to: or

Come see us: Bare Home, we strive to create a culture where all people come first. We are committed to attracting and retaining a diverse workforce. Therefore, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Bare Home is an equal-opportunity employer, and by doing so, we aim to sustain and promote an inclusive culture that supports future growth for all.

Job Title: Treasury & Financial Operations Analyst

Client Location: Tampa, FL - 3 days in office and 2 days remote

Starting: 2026-04-20

Pay Comments: up to $32.59/hr

Duration: 12 months (may extend)

Job Description:

Overview

We are seeking a highly motivated and analytical professional to join our finance team as a Treasury & Financial Operations Analyst. This role offers an exciting opportunity to contribute directly to the organization’s financial performance by supporting treasury operations, financial forecasting, and reporting processes.

In this role, you will play a critical part in ensuring financial accuracy, operational efficiency, and effective cash management. You will collaborate closely with treasury leadership and cross-functional stakeholders to manage financial exchange processes, analyze financial performance, and support strategic financial initiatives.

This position is ideal for a detail-oriented professional who thrives in a fast-paced environment, enjoys working with financial systems, and is passionate about improving financial processes and reporting accuracy.

Key Responsibilities

Treasury Operations & Financial Management

• Partner with treasury leadership to support and manage financial exchange and treasury processes.
• Assist with cash management activities, including monitoring liquidity and supporting payment operations.
• Report cash flow actuals using designated financial reporting tools.

Forecasting & Financial Analysis

• Support the financial forecasting process, ensuring all required inputs and prerequisites are met.
• Analyze financial fluctuations and variances, collaborating with business stakeholders to gather explanations and insights.
• Provide analytical support to help improve financial forecasting accuracy and reporting transparency.

Month-End Close & Financial Reporting

• Prepare and support the month-end close process, ensuring accurate recording of financial activity.
• Validate financial data impacting both P&L and Balance Sheet accounts.
• Utilize financial systems and reporting tools to ensure timely and accurate reporting.

Systems & Process Improvement

• Support the implementation and management of treasury-related IT projects, including integrated treasury operations and system enhancements.
• Assist with updates and improvements to treasury tools and financial reporting systems.
• Identify opportunities to optimize financial processes and improve operational efficiency.

Cross-Functional Collaboration

• Work closely with finance, accounting, and business stakeholders to gather financial insights and support reporting needs.
• Provide operational and analytical support to the treasury team across key initiatives and projects.

Qualifications

Required Qualifications

• Proven experience in accounting, treasury, or financial operations.
• Hands-on experience with SAP or similar ERP systems.
• Strong analytical and problem-solving skills with the ability to interpret financial data.
• Proficiency in Microsoft Excel and financial reporting tools.
• Excellent attention to detail and organizational skills.
• Strong communication skills and the ability to collaborate across teams.

Preferred Qualifications

• Experience working with treasury management systems or financial reporting platforms.
• Experience supporting financial forecasting or cash flow analysis.
• Background in process improvement or financial systems implementation.
• Experience working in consumer goods, retail, or a global organization.

About Aquent Talent

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands. Our eligible talent gain access to outstanding benefits including subsidized health, dental, and vision plans, paid sick leave, and retirement savings plans with employer match.

Aquent is proud to be an equal opportunity employer. We are committed to building an inclusive environment where diverse backgrounds, experiences, and perspectives are valued and where everyone can grow and thrive in their careers.

Client Description:

Global beauty company specializing in cosmetics, skincare, haircare, and fragrance. Operates with a strong focus on innovation, sustainability, and diversity, offering workers opportunities to work with leading brands, cutting-edge research, and a fast-paced, dynamic environment. The company values creativity, entrepreneurship, and professional growth, making it an exciting place for those passionate about beauty, marketing, science, and digital transformation.

#LI-CB1

About the job

We are currently seeking to fill our Financial Aid Director position at the Philadelphia campus with a highly qualified and passionate individual.

Job Title: Financial Aid Director

Department: Financial Aid

Location: Philadelphia, PA 19095

Employment Type: On-site (full-time)

Position Summary

The Financial Aid Director provides strategic leadership and operational oversight for the Financial Aid Department. The Financial Aid Director ensures students receive timely, accurate financial aid. This role includes counseling, aid processing, compliance monitoring, and staff mentoring. Ideal candidates have deep Title IV knowledge, strong tech skills, and a student-first mindset. The Director collaborates closely with departmental staff, department leaders, internal and external stakeholders ensuring an efficient and effective financial aid process.

Financial Aid Director will be responsible for overseeing strategic leadership and daily operations of federal, state, and institutional aid programs across first-year, transfer, adult, graduate, and continuing education populations. Proven record of ensuring full regulatory compliance, audit readiness, and accurate aid packaging, origination, disbursement, reconciliation, and return of funds, maintaining 100% eligibility and zero audit findings. Collaborative leader who partners with Enrollment, Academic Affairs, Registrar, and executive leadership to align financial aid strategy with enrollment growth, retention, and student success initiatives. Adept at implementing process improvements, training staff on evolving regulations, managing complex student portfolios, and developing compliant policies and procedures. Experienced in supporting online, global, and non-traditional programs through strategic consulting, outreach, market analysis, and community partnerships.

Key Responsibilities:

Strategic Leadership & Operations:

• Oversee the strategic direction and daily operations of the financial aid office, ensuring efficient, student-centered service delivery across diverse student populations.
• Collaborate with Enrollment Management, Registrar, Academic Affairs, Marketing, and Student Services to align financial aid strategies with institutional success metrics.
• Implement and continuously improve financial aid processes, systems, and advising models to support varied student constituencies.
• Lead and supervise financial aid staff, providing training, performance management, and professional development in a dynamic regulatory environment.

Compliance, Audit, & Regulatory Oversight:

• Ensure full compliance with all federal, state, and institutional financial aid laws, regulations, accreditation standards, and policies.
• Lead annual audit preparation, compliance reviews, and program assessments, maintaining institutional eligibility and accurate reporting outcomes.
• Develop, implement, and regularly revise financial aid policies and procedures to support regulatory adherence and operational efficiency.
• Remain current on changes to federal and state financial aid regulations and provide guidance and training to institutional staff.

Financial Aid Administration:

• Coordinate and manage all approved Federal, State, and Institutional financial aid programs.
• Oversee packaging, origination, disbursement, reconciliation, and reporting of financial aid awards for undergraduate, graduate, and professional students.
• Manage student aid portfolios, including accurate calculation and processing of Return of Title IV and institutional funds when enrollment changes or students withdraw.
• Ensure timely and accurate reconciliation of all financial aid expenditures and reporting to government agencies.

Student & Stakeholder Communication:

• Ensure clear, accurate, and timely communication to students regarding financial aid eligibility, award status, loan requirements, and return of funds.
• Serve as a subject matter expert for students, staff, and leadership regarding financial aid policies, regulations, and campus-based aid programs.

Enrollment, Outreach, & Institutional Partnerships:

• Support holistic enrollment management initiatives, including strategic outreach, marketing, and engagement across multiple delivery locations.
• Partner with leadership of online, global, and non-traditional programs to integrate financial aid compliance into admissions, advising, and marketing frameworks.
• Develop and manage site and regional plans addressing market research, enrollment strategies, student services, instructor support, facility usage, and promotional efforts.
• Initiate and maintain strong relationships with community organizations and corporate employers to support workforce-aligned academic programming and economic development.

Qualifications:

• Bachelor’s degree required; Master’s degree preferred (Higher Education Administration, Finance, Business, or related field).
• Minimum of 5–7 years of progressively responsible experience in financial aid administration.
• Demonstrated expertise in federal and state financial aid regulations, compliance, and audit processes.
• Proven leadership experience managing staff and complex financial aid operations.
• Strong analytical, organizational, and communication skills.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment;
• Excellent interpersonal, written, and verbal communication skills; confident and effective in both one-on-one and group settings;
• A proactive, customer-service mindset and comfort with goal-oriented, relationship-based outreach;
• A warm, engaging communication style and the ability to connect authentically;
• Ability to foster a culture of collaboration, creativity, and shared purpose among colleagues and campus stakeholders;
• Must have a USDOE or other Title IV training certification;
• Must have the experience on preparing compliance reports to USDOE: 2 years (Preferred);
• Proficiency in Microsoft Office and familiarity with student information systems;
• Discretion and professionalism in managing sensitive information;

Overview

A private investment firm is seeking a Senior Associate to join its Technology investing team. The role will focus on evaluating and executing private equity investments in technology-driven businesses, supporting the full investment lifecycle from sourcing through portfolio management.

Key Responsibilities

• Evaluate investment opportunities in the technology sector through market research, financial analysis, and due diligence
• Build and maintain detailed financial models and investment materials
• Support deal execution including diligence coordination, transaction structuring, and documentation
• Prepare investment committee presentations and internal reports
• Monitor portfolio companies and assist with strategic initiatives, performance tracking, and exit planning
• Work closely with senior investment professionals and management teams

Qualifications

• 3–5 years of experience in private equity, investment banking, growth equity, or a related investment role
• Strong financial modeling, valuation, and analytical skills
• Experience analyzing technology or technology-enabled businesses is preferred
• Excellent communication and presentation skills
• Bachelor’s degree in finance, economics, business, or a related field

Senior Director of Finance Planning and Analysis

InterDent Service Corporation is a scaled, multi-state dental support organization (DSO) that provides centralized, non-clinical management and administrative services to affiliated dental practices. InterDent supports approximately 165 practices, employing 400+ dentists and more than 2,000 team members across eight states, operating under established regional brands including Gentle Dental.

In addition to its predominantly fee-for-service platform, InterDent operates Capitol Dental Care (CDC), a capitated, value-based care model in Oregon. CDC partners with Coordinated Care Organizations to deliver dental services under the Oregon Health Plan, with a long-standing focus on preventive care and improving oral and overall health outcomes for children and underserved populations since 1994.

Through centralized infrastructure, disciplined operating models, and shared services, InterDent enables clinicians to remain focused on patient care while the organization drives scale, consistency, and operational excellence across a complex, multi-payer, multi-market platform.

Position Overview:

We are seeking a highly skilled and strategic Senior Director of Financial Planning and Analysis (Senior Director of FP&A) to join our leadership team. This individual will have a pivotal role in driving financial planning and analysis in a large multi-site environment, ensuring and supporting key decision making, and contributing to the overall success and sustainability of our organization.

This individual also partners closely with executive and regional leadership on a regular basis.

Key Responsibilities:

Strategic Financial Planning and Business Partnership:

• Lead the development of the company’s long-term financial strategy, aligning with overall business objectives
• Collaborate with executive leadership to assess financial implications of strategic initiatives and provide recommendations for optimal outcomes
• Serve as a trusted strategic partner to the CFO and executive leadership, providing insights into growth initiatives, investments, and cost optimization

Financial Modeling and Analysis:

• Conduct comprehensive financial analyses to support decision-making processes, including variance analysis, trend identification, scenario models, and KPI dashboards
• Identify actionable insights into business performance, highlighting areas for improvement and opportunities for growth
• Establish and maintain robust financial models to analyze various business scenarios and support strategic decision-making
• Ensure consistency and accuracy of financial assumptions across all planning and reporting activities

Budgeting, Forecasting, and Reporting:

• Prepare and present clear, concise, and insightful financial reports for executive leadership, the board of directors, and external stakeholders
• Oversee the preparation of monthly, quarterly, and annual financial reports for executive leadership, identifying key drivers and areas for improvement
• Lead the annual budgeting and forecasting processes, providing insightful analysis and recommendations to senior leadership
• Collaborate with department heads to ensure accurate and timely reporting of financial results

Business Partnership and Cross-Functional Collaboration:

• Work closely with cross-functional teams to provide financial expertise, guidance, and support in areas such as pricing, cost management, and investment decisions
• Establish strong relationships with key stakeholders to enhance financial understanding and collaboration across the organization
• Provide financial reports and analysis to investors and other key external stakeholders

Leadership and Team Development:

• Lead and mentor a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement
• Provide coaching and professional development opportunities to team members
• Drive continuous improvement in FP&A processes, tools, and systems to enhance efficiency, scalability, and data quality

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred
• 10+ years of progressive finance experience, including significant FP&A leadership in a complex, fast-paced environment
• Demonstrated experience in finance leadership roles
• Strong analytical skills with a track record of developing and implementing successful financial strategies in a multi-site environment with over $100M in annual revenue
• Excellent communication and presentation skills with the ability to convey complex financial information to non-finance stakeholders
• Demonstrated leadership experience in managing and developing a finance team
• Advanced proficiency in Excel and in financial modeling; knowledge of SQL and Access preferred; familiarity with PowerBI or other dashboard tools

Preferred Experience:

• Private Equity or Banking experience
• Multi-Site Healthcare or Retail Experience
• M&A experience

Compensation:

• Salary range of $185,000 - $210,000 with an annual bonus in the range of 15 – 20%

Health e Practices LLC, is excited to partner with Lifeline Connections to identify their next Chief Financial Officer.

The Chief Financial Officer works closely with the President/CEO in agency financial planning and sustainability, financial program planning, and agency strategic planning. The CFO provides oversight and supervision to the Controller, Accounting and RCM teams. CFO provides financial training to staff and ensures compliance with state and federal codes and state and county contracts. The CFO manages, plans, and coordinates the financial activities of the organization’s budget; provides financial coordination activities with programs and outside agencies, and provides highly responsible and complex financial analysis and budget assistance to program staff. Responsible for working with the President and CEO, agency staff, community leaders, and other stakeholders in addressing high-risk programs and the development and implementation of new programs. In fulfilling these duties, the CFO performs the following duties independently:

• Coordinate the organization, staffing, training, and operational activities for the accounting and finance departments, including the Controller, payroll, and revenue cycle management;
• Ensures that the agency is in compliance with all federal, state, and local requirements, contracts, and is in compliance with WACs, RCWs, CARF standards, GAAP and Federal Regulations;
• Ensures that the agency treatment programs are maintained in such a way to be in substantial compliance with the Division of Behavioral Health and Recovery (DBHR), CARF standards, and the Department of Health (DOH) certification reviews;
• Prepares and submits statistical reports to the President/CEO for program compliance with contract performance indicators;
• Supervises finance and accounting staff;
• Identifies and pursues program expansion and service opportunities in conjunction with the President/CEO;
• Ensures finance and accounting procedure manuals are developed, adhered to, and reviewed at least annually;
• Routinely reviews and analyzes agency wide and program specific systems and operations to ensure optimum utilization of resources and services;
• Initiates and participates in staff recruitment activities;
• Serve as resource to the Board of Directors Finance Committee;
• Participate in the development and implementation of financial and budgetary goals, objectives, policies, and priorities for the organization; identify resource needs; recommend and implement policies and procedures; ensure GAAP compliance;
• Develop, prepare, and oversee the implementation of short and long-range financial plans of the organization; as well as participate as an integral member of the executive management team in the overall operations and strategic planning of the organization;
• Develop an annual organizational budget, directly manage the organizational budget; communicate with the Finance Committee, Chief Executive Officer and Program Directors; participate in operational and financial audits as required; work with external entities to effectively coordinate finance, budgetary and grants management matters; forecast additional funds needed for staffing, equipment, materials, and supplies; direct the monitoring of expenditures; recommend adjustments as necessary;
• Regularly meet with Program Directors to provide status to budget versus actual revenues and expense, along with analysis and recommendations pertaining to minimizing activity costs and maximizing activity revenues;
• Serve as administrative budget controller, managing costs and budget variances. Prepare administrative budget submissions and necessary revisions for the operating budget process;
• Ensure all contracted services and grant awards are billed timely and accurately, maximizing revenue and limiting outstanding receivables; monitor expenditures and revenues for compliance with appropriate budgets;
• Participate in the development of budgets for competitive grant proposals and for use in the solicitation, selection and contracting of services;
• Serve as a key member of the senior leadership team, contributing to organizational strategy and overseeing financial and operational functions;
• Report directly to the CEO, acting as a key advisor on financial and operational matters while collaborating with the leadership team to align strategies with organizational priorities;
• Foster a culture of inclusivity and belonging by modeling leadership that supports all team members across diverse identities, while championing diversity, equity, inclusion, and belonging efforts throughout the organization.
• Other duties as assigned;

KNOWLEDGE AND SKILLS REQUIRED FOR THE POSITION

• Degree in Business Administration, Accounting, or Finance required.
• Certified Public Accountant and/or Certified Management Accountant designation highly preferred.
• Eight to ten years of experience in financial management required. Preference will be given to candidates who exhibit experience related to nonprofit work and large governmental and MCO contracts.
• Eight to ten years of supervisory experience required.
• Excellent management and supervisory skills
• Excellent analytical, time management, and organizational skills.
• Proficient in database and accounting computer application systems.
• Excellent written and verbal communication skills
• Demonstrated ability to develop and work effectively within a team environment;
• Able to articulate large-scale issues affecting the agency and community;
• Demonstrated knowledge of program development, implementation and management;
• Ability to professionally represent the agency in all interactions;

GUIDELINES

The incumbent relies on specialized training and/or equivalent experience in the field of nonprofit accounting, behavioral healthcare, DBHR, DOH, WACs, GAAP, CARF and RCWs of Washington and the performance standards developed for the position.

COMPLEXITY

The incumbent provides program and personnel oversight and supervision on behalf of patients who differ widely in age and socioeconomic status with a wide variety of specialized needs and who may possess a variety of chronic and serious social, behavioral and psychological problems. Autonomy, clinical maturity, sound judgment, and creativity are required to help identify and monitor policies and treatment activities that will meet the complex needs of both patients and staff. Ability to analyze the needs and available resources of the local community is necessary in order to be responsive in the development of new programs and utilization of new service models.

PERSONAL CONTACTS

Contacts are staff, patients, Board of Directors, representatives of county, state and private contractors, local, state and national politicians, representatives of various community agencies specializing in the treatment of behavioral health conditions and related community representatives including lawyers, probation officers, and other court officials. All personal contacts are carried out in accordance with federal and state laws dealing with the confidentiality of behavioral health patient records.

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Must be able to access various departments of a given location.

WORKING ENVIRONMENT & CONDITIONS

• Most working hours are spent indoors in offices or meeting rooms.
• Occasional supervision of outdoor activities, visits to community agencies, and participation in staff retreats and staff development activities may be required.
• In state and national multiple-day travel may be required occasionally.
• Evening and weekend work responsibilities occasionally required.

IMMEDIATE SUPERVISOR: President/Chief Executive Officer

Overview

Reporting to the Vice President & Chief Financial Officer, the Director of Financial Operations serves as a strategic finance leader and trusted business partner responsible for driving financial performance, operational excellence, and data-informed decision-making across the organization. The Director provides leadership and oversight for strategic finance, revenue analysis, payer structures, and the development of best-in-class financial and analytic operations that support optimal financial effectiveness, service excellence, and high-quality patient care.

This role partners closely with clinical, operational, and departmental leaders to guide annual operating and capital budgeting, long-range financial planning, forecasting, and performance improvement initiatives. The Director ensures transparent communication of financial results, productivity, resource utilization, KPIs, and variance analyses while proactively identifying trends, risks, and opportunities to strengthen financial performance.

Essential Duties

• Serve as a key strategic partner to the Vice President & CFO in setting and executing the organization’s financial strategy, with accountability for operational financial performance
• Lead financial planning, budgeting, forecasting, and long-range financial modeling, including annual operating and capital budgets and performance improvement initiatives
• Ensures compliance with relevant regulations, standards and directives from regulatory agencies and third-party payors
• Oversees preparation and submission of Medicare, Medicaid and other third-party cost reports
• Partner with clinical, operational, and departmental leaders to translate financial data into actionable insights related to productivity, resource utilization, service line performance, and revenue optimization
• Develop and oversee best-in-class financial analytics, benchmarking, and KPI dashboards to drive transparency, accountability, and continuous improvement
• Analyze financial and operational trends, variances, and risks; proactively develop and implement corrective action plans to achieve financial and operational targets
• Provide leadership over revenue analysis, payer structures, and labor productivity strategies to support margin improvement and sustainable growth
• Ensure effective financial controls, policies, and procedures are maintained in accordance with regulatory, audit, and governance standards
• Lead, mentor, and develop a high-performing finance team; foster strong internal communication, engagement, and a culture of collaboration and accountability
• Support organizational initiatives that enhance community relationships, physician alignment, and the organization’s overall reputation and mission

Responsibilities

Required Education:

• Master’s degree in Finance, Accounting, Business, or related field required; CPA preferred

Required Experience/Skills

• 7–10+ years of progressive healthcare finance experience, including leadership responsibility within a hospital, health system, or complex healthcare organization
• Demonstrated expertise in hospital financial operations, including labor productivity, revenue cycle performance, Medicare and Medicaid reimbursement, and operating and capital budgeting
• Strong strategic, analytical, and financial modeling capabilities with the ability to translate complex data into executive-level insights
• Proven ability to partner effectively with clinical leaders, physician groups, operational teams, and executive leadership
• Exceptional communication and presentation skills, with confidence engaging in high-level forums and addressing complex financial issues
• Experience leading change, driving performance improvement, and developing high-performing teams
• High integrity, sound judgment, and alignment with organizational values
• Proficiency in ERP and financial systems, with strong data visualization and reporting capabilities

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties within scope of practice of role.

Our Commitment To You

Riverside Healthcare offers a comprehensive suite of Total Rewards: benefits and nationally rated employee well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so your journey at and away from work is remarkable. Our Total Rewards package includes:

Compensation

• Base compensation within the position’s pay range based on factors such as qualifications, skills, relevant experience, and/or training
• Opportunity for annual increases based on performance

Benefits - .5 To 1.0 FTE

• Paid Time Off programs
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
• Health Savings and Flexible Spending Accounts for eligible health care and dependent care expenses
• Defined contribution retirement plans with employer match and other financial wellness programs
• Educational Assistance Program
• Leadership Development

Employee Health Requirements

Exposure/Sensory Requirements:

Exposure To

• Chemicals: Refer to MSDS Sheets
• Video Display Terminals: Extreme
• Blood and Body Fluids: None
• TB or Airborne Pathogens: None

Sensory Requirements (speech, Vision, Smell, Hearing, Touch)

• Speech: Needed for presentations/training, telephone communication, facilitate meetings.
• Vision: Needed to read memos and literature
• Smell: Helpful to note presence of electrical/fire hazard.
• Hearing: Needed for telephone communication, meetings, alarms and listening to visitor/employee concerns.
• Touch: Needed to write, computer entry, filing.

Activity/Lifting Requirements

Percentage of time during the normal workday the employee is required to:

• Sit: 90%
• Twist: 0%
• Stand: 10%
• Crawl: 0%
• Walk: 0%
• Kneel: 0%
• Lift: 0%
• Drive: 0%
• Squat: 0%
• Climb: 0%
• Bend: 0%
• Reach above shoulders: 0%

The weight required to be lifted each normal workday according to the continuum described below:

• Up to 10 lbs: Occasionally
• Up to 20 lbs: Not Required
• Up to 35 lbs: Not Required
• Up to 50 lbs: Not Required
• Up to 75 lbs: Not Required
• Up to 100 lbs: Not Required
• Over 100 lbs: Not Required

Describe and explain the lifting and carrying requirements. (Example: the distance material is carried; how high material is lifted, etc.):

Maximum consecutive time (minutes) during the normal workday for each activity:

• Sit: 120
• Twist: 0
• Stand: 10
• Crawl: 0
• Walk: 0
• Kneel: 0
• Lift: 0
• Drive: 0
• Squat: 0
• Climb: 0
• Bend: 0
• Reach above shoulders: 0

Repetitive Use Of Hands (Frequency Indicated)

• Simple grasp up to 10 lbs. Normal weight: constant
• Pushing & pulling Normal weight:
• Fine Manipulation: Excessive typing and data entry

Repetitive use of foot or feet in operating machine control: None

Environmental Factors & Special Hazards Environmental Factors (Time Spent)

• Inside hours: 8
• Outside hours : 0
• Temperature: Normal Range
• Lighting: Average
• Noise levels: Average
• Humidity: Normal Range
• Atmosphere:

Special Hazards

Protective Clothing Required: None

Be Remarkable as a Financial Leader

At Riverside HealthCare, financial leadership is not back-office — it is mission-critical.

We are seeking a strategic, data-driven Director of Financial Operations to serve as a trusted partner to our Vice President & CFO and executive team. This leader will drive financial performance, strengthen operational excellence, and translate complex financial data into actionable insights that advance high-quality patient care and sustainable growth.

This is an opportunity for a seasoned healthcare finance professional who thrives at the intersection of strategy, analytics, and operational partnership.

What You Will Lead

• Strategic financial planning, forecasting, and long-range modeling
• Annual operating and capital budgeting processes
• Revenue analysis, payer strategy, and labor productivity initiatives
• Medicare, Medicaid, and third-party cost reporting
• KPI development, benchmarking, and executive-level reporting
• Financial performance improvement and variance analysis
• Development of a high-performing finance team

You will partner closely with clinical, operational, and executive leaders to ensure transparent financial communication and proactive decision-making that strengthens margins, service excellence, and community impact.

What We’re Looking For

• 7–10+ years of progressive healthcare finance leadership
• Deep expertise in hospital financial operations and reimbursement
• Advanced financial modeling and analytic capabilities
• Proven ability to influence clinical and executive stakeholders
• Strong executive presence and communication skills
• Master’s degree required; CPA preferred

Why Riverside? Be Remarkable.

At Riverside, we believe leadership means ownership, accountability, and impact. As a regional healthcare leader, we are building financial operations that are forward-thinking, transparent, and performance-driven.

We are looking for a finance leader who wants more than oversight — someone ready to shape strategy, strengthen performance, and make a measurable difference.

If you are ready to lead boldly, think strategically, and Be Remarkable — we’re ready for you.

Pay Range

USD $72.08 - USD $99.20 /Hr