B2b Cfo Jobs in Usa

1,172 positions found — Page 6

Financial Assistant and Operations Manger
Salary not disclosed
Bluffton, IN 3 days ago

Position Summary:

(30 hours/week)

FCW is seeking a highly organized, detail-oriented Finance Assistant & Operations Manager to support the

financial integrity and daily operations of our organization. This role is ideal for someone who thrives in a

mission-driven environment, enjoys both financial administration and operational coordination, and takes pride

in excellence behind the scenes.


The right candidate will be committed to FCW’s mission and will serve with professionalism, discretion, and a

collaborative spirit.


Desired Characteristics and Experience:

  • Strong attention to detail and organizational skills
  • Self-motivated with the ability to manage multiple responsibilities
  • Professional, positive, and team-oriented
  • Strong written and verbal communication skills
  • Ability to work independently and maintain confidentiality
  • Proficient in Microsoft Office and Google Workspace; willing to embrace AI tools
  • Working knowledge of bookkeeping and financial reporting
  • Experience with donor management/CRM software preferred


Job Responsibilities:

A. Finance Assistant


Accounts Payable and Receivable

  • Enter invoices and receipts; process checks and credit card payments
  • Generate invoices (sponsorships, events, corporate partners)
  • Process daily donations (online, mail, foundations, in-person)
  • Prepare donor thank-you letters

Financial Administration

  • Prepare weekly deposits
  • Reconcile bank and credit card accounts monthly with CFO
  • Maintain accurate donor/contact records in CRM
  • Process donation reminders and follow up on past-due accounts
  • Communicate with donors regarding declined auto-payments
  • Maintain vendor tax-exempt documentation
  • Assist with financial tracking for fundraising events
  • Collect all FCW mail on a daily basis
  • Collect money from the donation receptionist desk containers every other week
  • Cross-train with CFO/Finance Director


B. Operations Manager


Volunteer and Staff Support

  • Assist leadership in placing and tracking volunteers
  • Maintain volunteer database and hours
  • Oversee receptionist recruiting, scheduling, and training
  • Attend weekly staff meetings and provide updates

Office and Facility Oversight

  • Provide general oversight of headquarters operations
  • Coordinate building maintenance and cleaning schedules
  • Manage office supply and inventory ordering
  • Maintain phone system updates
  • Track building keys
  • Maintain master calendar for facility and equipment use


C. Additional Responsibilities


  • Answer phones, greet guests, and provide tours when the receptionist is not present
  • Oversee bulk mailings (sponsorship and marketing)
  • Oversee clothing bin collection volunteers
  • Assist with fundraising events and micro-events
  • Perform additional duties as assigned by the CEO/Executive Director
Not Specified
Fractional Vice President of Finance
✦ New
Salary not disclosed

REEP — San Antonio, TX (Remote: Austin or Houston)


REEP is seeking a Fractional VP of Finance to provide senior financial oversight and strategic guidance for a growing real estate investment platform.

REEP is a technology-driven real estate investment firm focused on acquiring and operating multifamily communities throughout Texas. Our platform manages 4,500+ units and over $650M in assets under management. We actively leverage technology and artificial intelligence to improve operational efficiency, financial insight, and decision-making across the organization.

This role is ideal for a Controller, VP Finance, or CFO-level professional seeking a flexible, high-impact role with a respected investment firm.

Estimated commitment: 10–20 hours per week.

Compensation:

Very competitive hourly compensation based on experience and qualifications.


Key Responsibilities

  • Oversee treasury and banking operations, including monitoring cash balances and managing company bank accounts.
  • Authorize and execute wire transfers and maintain strong liquidity management
  • Oversee the accounts payable process to ensure accurate and timely vendor payments
  • Provide general ledger oversight and accounting troubleshooting to support efficient month-end close
  • Review and approve monthly financial statements
  • Prepare bi-monthly cash flow forecasts to monitor liquidity and anticipate funding needs
  • Support RAMP accounting entries and troubleshooting
  • Provide strategic financial guidance on capital allocation and financial health
  • Assist leadership with special financial projects, financial systems improvements, and audit preparation
  • Contribute to a technology-forward finance function, leveraging automation and AI tools to improve financial reporting, forecasting, and operational insight


Qualifications

  • 10+ years of experience in finance, accounting, or corporate treasury
  • Experience as a Controller, VP Finance, CFO, or fractional finance leader
  • Strong financial reporting, treasury, and cash flow forecasting expertise
  • Experience in real estate investment, private equity, or real estate operations preferred
  • CPA or strong accounting background preferred
  • Interest in leveraging technology and AI tools to improve financial operations


Location

San Antonio headquarters with remote candidates considered in Austin or Houston, with periodic travel to San Antonio.


Application Guidelines

Only candidates currently residing in San Antonio, Austin, or Houston will be considered for this role.


No recruiters, staffing agencies, or third-party submissions will be accepted. Direct applicants only.

Not Specified
Investor Relations Analyst
✦ New
Salary not disclosed
Santa Monica, CA 1 hour ago

The William Warren Group, Inc. (WWG) is a Santa Monica-based entrepreneurial real estate company, which develops, acquires and operates income producing real estate assets in the major metropolitan markets of the United States. The company owns and operates the StorQuest® family of brands: StorQuest Self Storage, StorQuest Express and StorQuest Economy Storage.


When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life!


The Investor Relations Analyst will partner with the Chief of Staff – Investor Relations/Finance to perform customer relationship management activities, investment return analysis, and systems management, and the Chief Financial Officer to perform various administrative tasks. The purpose of this job is to assist the Chief of Staff in the communication and overall relationship between WWG with their Limited Partners by helping to support the distribution of information, tax, and legal documents, assisting in the execution of fundraising and capital call initiatives, taking lead of data management requirements for investor records, assisting in the management of Investor inquiries, and providing investor feedback to the Chief of Staff. There are also key support functions required in order to assist the CFO as well as other departments and provide administrative aid on an ad hoc basis.


How You’ll Make a Difference

  • Report to the Chief of Staff – Investor Relations/Finance and CFO
  • Responsible for support with questions and fulfilling Investor requests, as well as assisting in the overall communication with Investors as it relates to capital calls, investment performance and updates, valuations, announcements, taxes, etc.
  • Assisting in maintaining, organizing, recording, and creation of all new Investor documentation for new deals, active deals, past investments, as well as all ad-hoc Investor documents unrelated to capital calls.
  • Assist with the fundraise process, supporting efforts to complete all equity-related action items including tracking election amounts, responding to investor questions, providing regular internal updates, and finalizing commitment amounts and following up on investor paperwork as well as corresponding documentation and tasks.
  • Support with necessary details and documentation as it relates to Investors for tax related needs prior to annual distribution of tax forms/documents
  • Assist with Quarterly Reports and the posting of general and legal documents as well as annual tax documents to Investor Portal
  • Maintain Investor Portal via AppFolio database and support, as needed
  • General administrative duties (including but not limited to) document merging and formatting, scanning, filing, support with execution of key documents and FedEx related needs, returning calls, expense reports, mail sorting
  • Responsible for assisting with other ad-hoc administrative tasks required by the WWG team
  • Special projects, as needed


Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWG maintain a high level of flexibility in reference to duties you will be expected to perform.


What Makes this Opportunity Awesome:

  • $75,000 per year plus Bonuses
  • Make a difference and have a positive impact.
  • Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
  • Contribute creatively to the organization’s success by generating new and useful ideas


About You

  • Bachelor’s degree
  • Experience: Preferred 2-3+ years of analytical experience in a real estate, corporate or finance or other fast-paced office setting
  • Computer skills: Exceptional Word, Excel and Adobe (or similar PDF application) skills, Tableau preferred and accounting software preferred.
  • Excellent communication skills (verbal and written) including active listening
  • Relationship skills: ability to develop cross-functional internal/external working relationships
  • Organizational skills/Multi-tasking: Exceptional organization skills with the ability to allocate one’s time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities, plus able to prioritize workload and work at a detailed level
  • Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious
  • Proven skills to contribute to the development of company objectives and achieve desired goals.
  • Strong accountability combined with strong work ethic and enthusiasm for teamwork
  • Energetic self-starter with an ability to thrive in a fast pace environment


Additional Perks for eligible employees

WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities.


The William Warren Group and StorQuest brands say NO to drugs Equal Employment Opportunity


WWG is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWG is also committed to compliance with all fair employment practices regarding citizenship and immigration status.


To learn more about our awesome company or to apply for a role, check us out on

Not Specified
Controller-FT-Exempt- Monday-Friday $112,278.40-$168,355.20 Annual Salary
$112,278 - $168,355 per year
Description: Spanish Peaks Regional Health Center/Veteran's Community Living Center is seeking a skilled and mission-driven Controller to oversee the financial operations of our hospital, Veteran's Living Center, and rural health clinics.

This role is responsible for ensuring accurate accounting practices, reliable financial reporting, and compliance with District, State, and Federal healthcare regulations.

The Controller plays a pivotal leadership role in supporting the Senior Leadership Team, guiding the strategic financial planning process, managing budgets, and ensuring the overall financial health of the organization.

This is an excellent opportunity for a finance professional who is passionate about supporting healthcare operations, driving financial performance, and leading a high-performing finance team.

Pay Range: $112,278.40-$168,355.20 annual salary based on experience and qualifications.

Full time Exempt position.

Essential Job Functions: Financial Management & Reporting Monitors hospital, veteran's center, pharmacy, and departmental financial performances and provide actionable insight to the Senior Leadership Team and other teams.

Ensure compliance with Generally Accepted Accounting Principles and healthcare financial regulations.

Filing external agency financial reports such as quarterly/monthly sales tax reports and Colorado Indigent Care Program Reports.

Performs timely and accurate monthly reconciliations of balance sheet and income statement accounts including bank reconciliations.

Owns and manages the monthly financial close process.

Assist with Material Management operations.

Budgeting and Forecasting Develop, implement, and monitor hospital, veteran's center, and departmental operating and capital budgets.

Collaborate with department heads to prepare forecasts and analyze variances between actual and budgeted performance.

Provide recommendations to improve cost control and resource allocations.

Audit and Compliance Coordinate internal and external audits to include data requests and ensures prompt resolution of audit findings.

Collaborate with external Med-13 and cost report preparers to provide data and 340B audit process.

Maintain compliance with federal, state, and local financial regulations, including Medicare & Medicaid requirements.

Assists with grant accounting oversight.

Staff Supervision and Development Manage and mentor the hospital's accounting and finance team.

Ensure staff is trained in financial systems, reporting requirements, and regulatory compliance.

Foster a culture of accountability and continuous improvement within the finance team.

Serve as back-up to key accounting functions performed by other finance staff.

Strategic Financial Leadership Serve on Finance Leadership Team.

Provide financial analysis and insight to support hospital and veteran's center growth, new service lines, and capital investments.

Participate in strategic planning initiatives to enhance operational efficiency and financial sustainability.

Collaborate with the CFO to develop long-term financial strategies.

Operational support Maintain integrity of financial modules, ensure proper financial report mapping, support system upgrades and workflows within accounting modules.

Oversee accounts payable, payroll, decision support, and general ledger functions.

Implement and support robust internal controls to safeguard hospital assets.

Analyze accounts receivable performance and recommend improvements.

Other duties as assigned.

Requirements: Qualifications: • Bachelor's degree in accounting, finance, or related field (Master's degree preferred).

• Certified Public Accountant (CPA) designation preferred.

• Minimum 5-7 years of progressive experience in accounting or finance.

• At least 3 years in a hospital and/or healthcare setting preferred.

• Strong knowledge of healthcare financial regulations, including HIPAA, Medicare, and Medicaid.

• Proficiency in financial software systems such as Meditech, Paylocity, Point Click Care, and advanced knowledge of Microsoft Excel, Power BI, etc.

Skills and Competencies: Excellent analytical and problem-solving skills.

Strong leadership and team management abilities.

Effective communication and people skills.

Attention to detail and high-level of accuracy.

Able to work in a fast-paced dynamic environment.

Work Environment: • Primarily office-based with occasional on-site visits to hospital departments.

• May require extended hours during budget cycles, audits, or other financial deadlines.

• Quasi-hybrid work from home model, 60% on-site with potential 40% remote.

Note : An acceptable combination of education, training and experience that provides the above knowledge, abilities and skills may be substituted.

Necessary Special Requirements : Must obtain annual flu vaccination, Covid vaccination and any job-specific immunizations.

Required complete tuberculosis screening process.

Benefits : All Employees are eligible for: Employee Assistance Program 403B retirement fund options (employer match after one year of employment) Full and part-time positions are eligible for: Medical benefits including telehealth options Dental and vision benefits Basic life insurance and AD&D (employer paid) Supplemental Life/AD&D Paid Time Off Short-term disability (employer paid) Critical Illness Insurance Accident Insurance Identity protection Cafeteria Meal Discount Tour of Duty (Paid temporary housing for those who qualify) If you're considering joining our team this position will be open for a minimum of 5 days or until filled.

Compensation details: 112278.4-168355.2 Yearly Salary PI10bd64e4031e-8871
temporary
Deal Finance Director — Strategy & M&A Leadership
$250 +
San Francisco, CA 3 days ago
A global consulting firm is seeking a Director in their Strategy and Execution Deal Finance practice.

This role focuses on managing complex buy side and sell side projects, developing transaction strategies, and the CFO agenda.

Ideal candidates will have a strong background in Finance, excellent analytical skills, and experience with M&A.

The firm offers a competitive salary range of $205,000 to $235,000 and values professional growth in a supportive environment.
#J-18808-Ljbffr
Not Specified
Client Manager, Captives
Salary not disclosed
New York, NY 4 days ago
General

Job Title: Client Manager, Captives

Division: Property Risks

Reports To: As per Beazley's organisation chart

Job Summary:

As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.

  • You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
  • You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
  • Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
  • Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.

Personal Skills:

  • Entrepreneurial acumen - at ease in taking ownership on how to develop new business
  • Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
  • Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
  • Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
  • Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
  • Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
  • Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
  • Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.

Professional Experience:

  • Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
  • At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
  • Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
  • Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
  • Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
  • Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture:

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

  • Be bold

  • Strive for better

  • Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

  • Beazley RACE - Including, understanding and celebrating People of Colour

  • Beazley SHE - Successful, High potential, Empowered women in insurance

  • Beazley Proud - Our global LGBTQ+ community

  • Beazley Wellbeing - Supporting employees with their mental wellbeing

  • Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

  • Internal Pathways (helping you grow into an underwriting role)

  • iLearn (our own learning & development platform)

  • LinkedIn Learning

  • Mentorship program

  • External qualification sponsorship

  • Continuing education and tuition reimbursement

  • Secondment assignments

General

It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:

  • Comply with Beazley procedures, policies and regulations including the code of conduct
  • Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
  • Display business ethics that uphold the interests of all our customers
  • Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
  • Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
  • Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups

The Rewards

  • The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
  • Attractive base compensation and discretionary performance related bonus
  • Competitively priced medical, dental and vision insurance
  • Company paid life, and short- and long-term disability insurance
  • 401(k) plan with 5% company match and immediate vesting
  • 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
  • Up to $700 reimbursement for home office setup
  • Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
  • Up to 26 weeks of fully paid parental leave
  • Up to 2.5 days paid annually for volunteering at a charity of your choice
  • Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.

Not Specified
Commercial Market Executive - Lehigh Valley, PA
Salary not disclosed
Center Valley, PA 4 days ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

Responsible for identifying, developing, and securing new commercial banking relationships as well as for building the Community Bank brand and enhancing its reputation within the Lehigh Valley, Pennsylvania. This role focuses on driving revenue growth through strategic client acquisition and market expansion. Additionally, the Commercial Market Executive will assist as needed with building relationships in the government sector and will at all times be an actively engaged member of the local community.

Key Responsibilities:

Leadership & Team Management:

  • Lead, mentor, and develop a team of relationship managers and support staff to achieve performance goals.
  • Set clear objectives, provide ongoing coaching, and foster professional development to ensure team success.
  • Promote a collaborative, high-performance culture with a focus on client satisfaction and revenue growth.
  • Conduct regular performance evaluations and ensure compliance with company policies and regulatory standards.

Client Acquisition & Relationship Building:

  • With direction from the Regional President and local commercial banking team, identify and pursue new business opportunities within the commercial banking sector.
  • Develop and maintain strong relationships with business owners, CFOs, and other key decision-makers.
  • Together with the local team, conduct client meetings, presentations, and financial needs assessments.
  • Together with the local team, resolve complex client issues and ensure high satisfaction levels.
  • Market Intelligence and Strategic Sales Execution:
  • Together with the Regional President and local leadership team, develop and execute regional business strategies aligned with corporate goals in order to grow the Bank's commercial loan portfolio and deposit base within the Lehigh Valley market.
  • Collaborate with relationship managers and product specialists to structure and deliver customized solutions.
  • Together with the local team, maintain a robust pipeline of qualified prospects and track progress.
  • Monitor industry trends, competitor activity, and regional economic conditions.
  • Identify market opportunities and lead regional expansion initiatives.

Community Involvement:

  • Enhance the Bank's visibility and reputation through community engagement and marketing.
  • Represent the company in regional business and community events and networking opportunities.
  • Foster a positive impact on the community through engagement and leadership, including actively participating in community service and volunteer activities and serving on local boards and committees.
  • Assistance with Government Sector Relationships:
  • Support efforts to establish and strengthen relationships with local government entities, agencies, public service organizations, and schools.
  • Collaborate with internal teams to address the needs of municipal clients and prospects.
  • Stay informed about government policies and initiatives that may impact the Bank.

Collaboration & Teamwork:

  • Support cross-sell initiatives across business lines including treasury management, lending, and capital markets.

Qualifications

  • Bachelor's degree (MBA preferred).
  • 10+ years of experience in commercial banking, financial services, economic development, government, or a related field.
  • Working knowledge of commercial lending and financial analysis.
  • Strong networking and relationship-building skills.
  • Excellent communication, negotiation, and presentation skills.
  • Commitment to community service and involvement.
  • All applicants must be 18 years of age or older.

Preferred Skills:

  • Leadership and team development
  • Experience interfacing with Lehigh Valley based middle-market or large corporate clients; local government, municipal organizations, and schools; and local not-for-profit organizations.
  • Basic familiarity with Excel, Microsoft word, and AI tools (e.g., ChatGPT).

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $132,500.00/Yr.
Maximum

USD $245,997.00/Yr.
Not Specified
ATDC Entrepreneur-In-Residence -Full time/Part time (Open Rank) ContinuousPosting
Salary not disclosed
Atlanta, GA 4 days ago
Apply for JobJob ID275936

LocationAtlanta, Georgia

Full/Part TimePart-Time

Regular/TemporaryRegular

Add to Favorite JobsEmail this Job

About Us

Overview

Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech

Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values

Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:

1. Students are our top priority.

2. We strive for excellence.

3. We thrive on diversity.

4. We celebrate collaboration.

5. We champion innovation.

6. We safeguard freedom of inquiry and expression.

7. We nurture the wellbeing of our community.

8. We act ethically.

9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

About the Advanced Technology Development Center (ATDC)

The Advanced Technology Development Center at Georgia Tech is a startup incubator that helps technology entrepreneurs in Georgia launch and grow successful companies. ATDC is one of the oldest and most successful research university affiliated incubators in the United States and was named by Forbes as one of the "Top 12 Business Incubators Changing the World. Founded in 1980, ATDC has fostered innovation and economic development by graduating more than 150 companies, which together have raised over $2 billion in outside financing. To learn more about ATDC, visit:



Location

Atlanta, GA



Job Summary

Serving within the Research Faculty of the Institute, this position directly supports the extension, service, and economic development missions of Georgia Tech to the State of Georgia and beyond. Primarily this position provides entrepreneurial incubation and acceleration services to ATDC (Advanced Technology Development Center) member companies in strategic areas that foster development and encourage their growth. Georgia Tech EIRs (Entrepreneur-In-Residence) are comprised of seasoned entrepreneurs and/or angel investors with successful business backgrounds in order to help guide ATDC companies through high growth/funding stages. Incumbents in this role must possess recent early-stage startup experience serving in a leadership role as a startup founder, CEO, CFO, etc.

This job advertisement is a continuous posting intended to recruit multiple candidates. ATDC recruits for this role (for both part-time and full-time status) on a continuous basis. ATDC is seeking candidates with various startup skillsets (e.g. Cybersecurity; FinTech (Financial Technology); Health Technology; Internet of Things; Life Sciences; Etc.)



Responsibilities

  • Evaluate and assess business potential of ATDC applicant companies and provide recommendations for membership when appropriate.
  • Cultivate and advise member companies in strategic areas that foster development and encourage growth of assigned technology startups.
  • Educate and provide guidance in appropriate business development and operational areas that support development and growth.
  • Manage and cultivate relationships with investors and technology leaders to promote market outreach and business development.
  • Develop and support the delivery of entrepreneurial programs and/or events to promote business development and growth among member companies and applicants.
  • Identify and/or develop resources to cultivate and assist member companies and applicants.
  • Perform other related duties as assigned.


Required Qualifications

This position vacancy is an open rank announcement. Final job offer will be dependent on candidate qualifications in alignment with Research Faculty ranks as outlined in section 3.2.1 of the Georgia Tech Faculty Handbook. faculty-handbook/3.2.1-research-faculty-hiring-and-promotion-guidelines

Extension Professional I

  • A Bachelor's degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field.

Extension Professional II

  • A Master's degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field and three (3) years of relevant full-time experience after completion of that degree, or
  • A Master's degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field and five (5) years of relevant full-time experience after completion of a Bachelor's degree, or
  • A Doctoral degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field.

Sr. Extension Professional

  • A Master's degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field and seven (7) years of relevant full-time experience after completion of that degree, or
  • A Master's degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field and nine (9) years of relevant full-time experience after completion of a Bachelor's degree, or
  • A Doctoral degree in Engineering, Business, Technology, Science, Mathematics, Computer Science, or related/relevant field and four (4) years of relevant full-time experience after completion of a Bachelor's degree.


Preferred Qualifications

  • Preferred Education: MBA and/or Master's degree in related/relevant field.
  • Preferred Work Experience: 10+ years job-related work experience.
  • Preferred Skills: Applicants must possess recent experience as: (1) Founder of a technology startup or early-stage startup experience; and/or (2) Leadership experience managing a technology company; and/or (3) Leadership or supporting role in securing multiple rounds of financing (angel or venture). Additional required skills include ability to analyze, evaluate, and assess complex information; coaching and consulting experience; and an ability to use independent judgment and communicate effectively.


Contact Information

For more information about this position, please email



USG Core Values

The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.



Equal Employment Opportunity

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of race, ethnicity, ancestry, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. This prohibition applies to faculty, staff, students, and all other members of the Georgia Tech community, including affiliates, invitees, and guests. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

More information on these policies can be found here: policymanual/section6/c2714 Board of Regents Policy Manual | University System of Georgia ( ).



Other Information

GT benefits include:

  • Retirement plan of either Teacher Retirement Plan (TRS) or Optional Retirement Plan (OPS) Retirement Benefits | Human Resources | Georgia Institute of Technology | Atlanta, GA ( )
  • Medical plan options Your USG Benefits | University System of Georgia
  • Vacation (working 100% time)
  • Sick time accrual 8 hours a month (8 days per year, do not expire at year-end)
  • 10 paid national holidays (including Juneteenth) plus Thanksgiving includes off Thursday and Friday, and there is entire week of winter break with a campus shut down which includes 5 business days off paid- depending on calendar year might have Christmas or New Year included, if not, those paid holidays as well) this does not count against vacation time.
  • After 6 months of full-time employment, eligible for Tuition Assistance Program (TAP)
  • After 12 months of full-time employment eligible for Staff Tuition Reimbursement Assistance Program (STRAP)
  • Perks at work - discounts available through various businesses.

Enterprise Innovation Institute (EI2) extras :

  • Professional Development budget
  • Monthly cell phone reimbursement (flat rate of $50 or $75)
  • Home Office Internet reimbursement (flat rate of $50)


Background Check

The candidate of choice will be required to pass a pre-employment background screening. employment/pre-employment-screening



permanent
Global Controller
Salary not disclosed
Independence, OH 4 days ago

About Keyfactor


Our mission is to build a connected society, rooted in trust, with identity-first security for every machine and human. Keyfactor helps organizations move fast to establish digital trust at scale - and then maintain it. With decades of cybersecurity experience, Keyfactor is trusted by more than 1,500 companiesacross the globe. We are proud to continually earn recognition as a Best Place to Work, and we achieve that through our amazing people who cultivate our culture as we grow. We hope you will trust your future with Keyfactor!

Title: Global Controller


Location: United States; Remote, EST working hours (hybrid if near Cleveland, OH or Atlanta, GA office)


Experience: Director


Job Function: Accounting & Finance


Employment Type: Full-Time


Industry: Computer and Network Security


About the position


The Global Controller is a leader and operator who will report directly to the Chief Accounting Officer (CAO). As the Global Controller for the consolidated company, the position will oversee & influence accounting operations and directly supports the CAO, CFO & other executive/leadership teams. This role is an integral part of our operations as it will oversee daily financial operations including accounting, treasury, and management reporting. The role requires proven industry experience as an accountant, preferably in a senior role, as well as management experience in order to delegate and grow the team. As a strong communicator and skilled financial analyst, the goal is to assist streamlining closing cycles, procurement, payroll, and financial reporting as well as produce thorough financial status reports for senior management to help drive strategy, improve our operational efficiency, and aid in our continued growth.


Applicants must hold U.S (United States) citizen or U.S. permanent resident status.


Job Responsibilities



  • Direct all aspects of consolidated global financial reporting, ensuring seamless integration of international subsidiaries while maintaining accuracy in financial statements
  • Accountable for ensuring consistent compliance of corporate accounting principles and procedures in full compliance with US GAAP and coordinate with local accountants on local reporting requirements (e.g. IFRS)
  • Act as a strategic partner to the CAO and exec team by analyzing financial performance, identifying trends/variances, and providing data-driven assumptions to inform budgeting and forecasting
  • Lead the relationship with external auditors to ensure the timely and successful completion of annual audits and regulatory filings globally
  • In partnership with tax department, manage global tax accounting and transfer pricing
  • Manage and drive efficient monthly and quarterly close cycles by leveraging & evaluating existing tooling as well as support innovation by adopting AI, new advanced tooling, and automation to enhance speed and accuracy
  • Design, monitor, and enforce an internal control environment to protect global assets and ensure organizational integrity
  • Maintain organizational readiness for potential M&A and capital market events by maintaining an 'audit-ready' environment and leading the technical purchase accounting / operational integration of new entities
  • Build and foster a strong team culture as we scale and delegate further functions & specialization as well as provide training, mentorship, feedback, and coaching to the accounting teams and direct reports
  • Collaborate with cross-functional teams to support business initiatives and drive financial efficiency.

Minimum Qualifications, Education, and Skills



  • 10+ years of experience in senior accounting/finance leadership roles
  • Bachelor's Degree in Finance, Accounting or Economics (CPA preferred)
  • Proven track record managing multi-entity consolidations, timely close cycles, audits, transfer pricing, financial controls and international compliance across US GAAP, IFRS, and local GAAPs
  • Familiarity with Software-as-a-Service (SaaS) or subscription-based revenue recognition and financial reporting
  • Strong interpersonal skills for managing relationships with execs, auditors, banking partners, and external stakeholders
  • Ability to manage, coach, and lead teams, ensuring alignment between accounting and the broader business
  • A significant plus is proficiency with NetSuite, FloQast, and Salesforce and experience leveraging AI tooling for process automation and optimization

Travel Requirements
Up to 5% travel required


Compensation


Salary will be commensurate with experience.


Culture, Career Opportunities and Benefits


We build teams that continually strive to get better than the day before. You will be challenged daily and given opportunities to grow personally and professionally. We balance autonomy and structure to create an entrepreneurial environment to spur creativity and new ideas.


Here are just some of the initiatives that make our culture special:



  • Second Fridays (a company-wide day off on the second Friday of every month minus November and December of 2025 due to the Holiday schedule). Please note that this benefit is subject to change.
  • Comprehensive benefit coverage globally.
  • Generous paid parental leave globally.
  • Competitive time off globally.
  • Dedicated employee-focused ambassadors via Key Contributors & Culture Committees.
  • DIVERSE Commitment, a call to action for a more inclusive and diverse future in business, society, and technology.
  • The Keyfactor Alliance Program to support DEIB efforts.
  • Wellbeing resources, wellness allowance, mindfulness app free membership, Wellness Wednesdays.
  • Global Volunteer Day, company non-profit matching, and 3 volunteer days off.
  • Monthly Talent development and Cross Functional meetings to support professional development.
  • Regular All Hands meetings - followed by group gatherings.

Our Core Values


Our core values are extremely important to how we run our business and what we look for in every team member:


Trust is paramount.


We deliver security software and solutions where trust and openness are of the highest importance for our customers. We are honest and a trusted partner in every aspect of business.


Customers are core.


We strategize, operate, and execute through a customer-centric view. We prioritize the security interests of our customers, and we act as if their data were our own.


Innovation never stops, it only accelerates.


The speed of change is accelerating. We are committed, through investment and focus, to stay ahead of the innovation curve.


We deliver with agility.


We thrive in high-paced and continually changing environments. We navigate through newly added variables, adjust accordingly, while driving towards our strategic goals.


United by respect.


Respect for all is what unites us. We promote diversity, inclusivity, equity, and acting with empathy and openness, both in our business and in our communities.


Teams make "it" happen.


Vision and goals are not individually achievable - they require teamwork. We pride ourselves in operating as a cohesive team, creating promoters and partners, and winning as one.


Keyfactor is a proud equal opportunity employer including but not limited to veterans and individuals with disabilities.


REASONABLE ACCOMMODATION: Applicants with disabilities may contact a member of Keyfactor's People team via and/or telephone at to request and arrange for accommodations at any time.


Keyfactor Privacy Notice

Not Specified
Treasurer
Salary not disclosed
Tampa, FL 4 days ago

We are changing FINANCE to finance CHANGE!


Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.


We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.


We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!


Come join our team as a Chief Financial Analyst to support our finance department. As the Chief Financial Analyst you will be responsible for the overall administration of budgeting/forecasting, Asset Liability Management (ALM) modeling and assumptions, ALM Economic Value and NII forecast, cash flow and liquidity management, and investing recommendations for the Bank. Also responsible for assisting in the preparation of consolidated financial statements and ensuring compliance with generally accepted accounting principles.


Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must live in Florida. Please send a resume to apply.


Job Responsibilities:


  • Manage ALM and capital stress testing modeling initiatives including interest rate risk, liquidity risk, and balance sheet optimization.
  • Direct and organize participation in preparation of the annual operating budget. Maintain budget information in accounting system. Review budget variances and reports results to management.
  • Review and analyze "what if" scenarios for strategic planning. Prepare various analytical cost analyses and projections.
  • Review cash management position to ensure adequate liquidity in an effort to optimize cash.
  • Prioritize the accuracy and integrity of data incorporated into ALM and capital stress testing activities to support a comprehensive internal control environment.
  • Oversee regular updates to model assumptions including loan prepayment speeds, deposit decay, and betas.
  • Manage and evaluate modeling balance sheet, net interest income (NII), economic value (NEV), and forecast simulations across multiple scenarios.
  • Present trends, opportunities, and issues to committees and senior management, making recommendations for action as appropriate.
  • Review and assist in the development of finance policies and procedures, recommending changes to improve efficiency or strengthen controls.
  • Assist CFO in potential growth opportunities.


Specific Requirements:


  • Advanced knowledge of the financial services sector.
  • BA/BS in Accounting; CPA credentials are required.
  • Ability to work in a dynamic and changing environment.
  • Strong time management skills preferred.
  • 5 years progressively responsible experience in accounting or financial analysis, preferably with a financial institution.
  • Excellent attention to detail, ability to multi-task, and manage time effectively.
  • Demonstrated interest in contributing to and working by Climate First Bank's Core Values.
  • Possess the initiative to obtain education related to Corporate Social Responsibility and sustainability practices.


Physical Demands:


  • Sustained standing and sitting;
  • Frequent use of PC, including typing or sustained attention to monitor;
  • Occasional lifting of basic office files or equipment up to 20 lbs.


Equal Opportunity Statement:


At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


Equal Opportunity Employer/Disability/Veterans


E-Verify Statement:


This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Not Specified
jobs by JobLookup
✓ All jobs loaded