Lpl Financial Jobs in Usa

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Dover Federal Credit Union in Dover, DE would allow you to join Dover Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Dover Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Dover Federal Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit unions exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit unions member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPLs combination of tools, technology, and support
• The benefit of LPLs experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit unions reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your clients goals

Whatever your vision of success, were with you every step of the way.

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dover Federal Credit Union.

Pay Range: $45,000 - $74,000 The salary range is dependent on a number of factors, including the applicants skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Financial Advisor / Insurance Agent – Make a Meaningful Career Move

Salt Lake City, UT | Onsite | Independent Contractor

Industry: Insurance, Financial Services | Focus: Sales, Business Development

Are you ready to take control of your future, grow your income, and make a real impact in your community?

Whether you’re changing careers, re-entering the workforce, or simply looking for more freedom, flexibility, and fulfillment, this opportunity with Farm Bureau Financial Services could be the perfect fit.

What This Career Offers You:

• Build Your Own Business – You're in charge of your success, with the freedom to grow at your own pace.
• Make a Difference – Help individuals and families protect what matters most to them.
• Unlimited Earning Potential – Commission-based income with base bonuses, incentives, and travel opportunities.
• Ongoing Training & Mentorship – We invest in your success from day one, with coaches, managers, and marketing support.

What You'll Be Doing:

• Meet with clients to understand their insurance and financial needs
• Offer personalized solutions and long-term financial strategies
• Manage existing policies, process renewals, and assist with claims
• Market your services through social media, phone calls, and community outreach
• Keep accurate business records and oversee daily operations
• Stay current on industry products, regulations, and compliance

Is This Role Right for You?

We’re looking for someone who:

• Wants to build something of their own with a respected brand behind them
• Has a passion for helping others and being involved in their community
• Is driven, self-motivated, and goal-oriented
• Enjoys solving problems and creating customized solutions
• Brings strong communication and people skills
• Has leadership potential or interest in managing a team
• (Bonus) Has experience or interest in agriculture, finance, or sales

Qualifications:

• Entrepreneurial mindset and desire to operate your own business
• Ability to plan, prioritize, and manage time effectively
• Comfortable working independently and building client relationships
• Willingness to obtain insurance and financial licenses (with our support)

Compensation & Perks:

• Commission-based earnings with base bonus
• Incentive travel and cash bonuses
• Marketing and sales support
• Licensing assistance and onboarding training

Ready to Make a Career Change That Matters?

If you're looking for a fresh start with real growth potential, the opportunity to be your own boss, and a career that helps people every day — let’s talk.

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

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.

Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.

The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.

Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.

Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.

Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.

Job Duty 4 -
Manage the maintenance of unit financial related files and records

Job Duty 5 -
Monitor and maintain records of unit purchases.

Job Duty 6 -
Supervise, train and develop unit financial staff

Job Duty 7 -
Advise unit management regarding financial issues.

Job Duty 8 -
Perform other duties as assigned

Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience

Required Experience
Five to six years of job related experience

• Higher Education Experience
• Workday Financial Systems
• Research Administration/Post Award Support
• Certified Research Administrator (CRA)
• Business Analyst Experience

SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.

The University System of Georgia is comprised of our 25 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.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute 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 Institute 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.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. 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.

Salary range: $80,000.00 to $88,000.00 Based on Experience and Education

Location: Atlanta, GA

Job grade: G08

This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.

A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.

ProSidian Seeks a FSM (Financial Service Management) Budget And Financial Analyst IV to support an engagement for an American scientific agency within the United States Department of Commerce that focuses on the conditions of the oceans, major waterways, and the atmosphere. Dedicated to the understanding and stewardship of the environment, the Agency's mission is to understand and predict changes in climate, weather, oceans, and coasts, to share that knowledge and information with others, and to conserve and manage coastal and marine ecosystems and resources.

The ProSidian Engagement Team Members work to provide multi-functional Enterprise Services Staff Support Services with functional areas to support Department Offices in information technology, financial management, human resources, program management and administrative support. The staff augmentation is required to support a myriad of standard services required across the Department that include skill sets in information technology, financial management, human resources, program management, economic analysis, executive support and administrative support.

FSM Budget And Financial Analyst IV Candidates shall work to support requirements for Program Support and The Budget And Financial Analyst IV Supports budget formulation and budget execution activities. Prepares regular and special budget reports and analyze monthly department budgeting and accounting reports to maintain expenditure controls. Ability to lead a team of financial management professionals. Possess a thorough knowledge of Federal financial and accounting systems requirements. Must demonstrate experience in working with multi-year/no-year appropriations and differing appropriations (e.g., O&M and Procurement). Serves as a leader ensuring that a group of financial management professionals are working in concert with automated complex business practices within the time frame specified by the customer and that all of the requirements are met. Must be able to assess products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards. Must be able to grasp interrelationships between financial management requirements and automated solutions, considering the current system environment and the potential integration of added systems concurrently or later. Prepares all milestone documentation and presentations for senior managers, colleagues, and subordinates. Can present material before outsight authority for the client and/or prepare Program Managers for briefings and presentations. Is thoroughly familiar with activity based costing, business case analysis and outsourcing requirements. BS/BA degree in business, management or related field (or equivalent) plus approximately 8 years of related experience.

• Have a strong understanding of federal government business operations and work process.
• Support project teams and program managers and provide daily execution assigned work functions.
• Provide management support to collect, evaluate and test financial data for a number of recurring departmental processes and reviews. Must summarize issues and findings in a clear and logical manner.
• Have strong analytical and problem solving skills.
• Conduct periodic reconciliation reviews of external interfaces with various field offices in order to identify and correct data gaps, financial discrepancies and errors.
• Work with a variety of IT systems to provide multi-functional Enterprise Services Staff Support Services on behalf of Enterprise Services
• Provide acquisition support for all bureaus with functional areas include skill sets in information technology, financial management, human resources, program management, economic analysis, executive support and administrative support.
• Have advanced experience with Microsoft Office Word, PowerPoint, Excel, and Outlook.
• Must have strong presentation skills and be able to communicate effectively orally and in writing to support a myriad of standard services required across the Department

The FSM Budget And Financial Analyst IV shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position. Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined.

A master's degree in accounting or finance is required with at least three years work experience in accounting, budget execution, IT, financial system requirements and analysis, financial planning and reporting, auditing, and internal financial controls. Experience with the Federal Managers' Financial Integrity Act (FMFIA) is preferred. CPA is a plus

TRAVEL : Travel as coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations. LOCATION: Work shall be conducted at the CONUS/OCONUS - Washington, DC

• U.S. Citizenship Required
• Excellent oral and written communication skills
• Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
• All ProSidian staff must be determined eligible for a \"Facility Access Authorization\" (also referred to as an \"Employment Authorization\") by the USG's designated Security Office.

Diverse Staffing Services, Inc. is currently seeking a senior executive who will be accountable for the financial, accounting, payroll, tax, compliance, and transactional integrity of Diverse Staffing Services, Inc. and its affiliated entities. This is a builder‐operator role, not a passive finance seat.

The Group CFO will initially launch, scale, and integrate a new payroll, EOR, and workforce compliance services division while standardizing and modernizing financial operations across the Diverse enterprise. A critical component of this role is leading merger and acquisition strategy and execution, including diligence, valuation, integration, and long‐term enterprise value creation. The role is designed to ultimately assume full enterprise CFO responsibility upon the planned retirement of the current CFO.

This position requires deep experience in multi‐unit, national staffing and employment solutions, high‐volume payroll operations, and acquisition‐driven growth.

Core Accountabilities

Enterprise Financial Leadership & Strategy

• Own enterprise‐wide financial strategy across all operating entities and business lines.
• Serve as the financial right‐hand to the Owner/Managing Partner, advising on growth, risk, and capital allocation.
• Lead capital planning, cash forecasting, margin strategy, and risk modeling for a national, multi‐entity organization.
• Establish financial guardrails supporting organic growth, mergers, acquisitions, and new service lines.
• Maintain full P&L accountability for Diverse Workforce Solutions and other designated business units.
• Develop and maintain financial models supporting national staffing, payroll, EOR, and employment‐services economics.

Mergers, Acquisitions & Integration Leadership

• Lead the financial aspects of mergers, acquisitions, and strategic investments, including:
• Financial due diligence and quality of earnings analysis
• Valuation modeling and transaction structuring
• Assessment of payroll, tax, and compliance exposure
• Oversee post‐acquisition integration, including financial systems, payroll operations, reporting, and internal controls.
• Standardize financial operations across acquired entities while preserving operational continuity.
• Ensure the enterprise is transaction‐ready from a financial, audit, and compliance perspective.

Accounting, Controls & Audit

• Direct all accounting functions across the enterprise, including GL, AP, AR, revenue recognition, and close processes.
• Implement and maintain audit‐ready financials across all entities, including newly acquired businesses.
• Design internal controls aligned with payroll, EOR, co‐employment, and staffing risk exposure.
• Oversee external audits, tax reviews, lender reviews, and compliance examinations.

Payroll, Tax & Workforce Compliance

• Own high‐volume, multi‐state payroll funding and execution for national client workforces.
• Ensure compliance with:
• Federal, state, and local payroll tax laws
• W‐2 / 1099 classifications
• EOR, co‐employment, wage and hour, and staffing‐related exposure
• Lead payroll tax strategy, filings, reconciliations, audits, and remediation efforts.
• Actively monitor legislative and regulatory changes impacting staffing, payroll, and employment services.

Systems, Automation & Scalability

• Select and implement best‐in‐class payroll, HRIS, and accounting platforms capable of supporting national scale and acquisitions.
• Drive automation, data integrity, and reporting accuracy across the enterprise.
• Ensure integration across ATS, HR, payroll, billing, and finance systems, including acquired platforms.
• Partner with technology leadership on security, data governance, and system controls.

Leadership, EOS & Succession

• Serve as EOS financial seat owner for the enterprise.
• Build, mentor, and scale a high‐performing finance and payroll organization.
• Own Scorecards, Rocks, and L‐10 reporting.
• Lead CFO succession planning and transition over a planned 24‐month period.

Legal & Structural Business Partnership (Non‐Attorney)

• Interpret and advise on:
• Client MSAs, staffing agreements, and payroll/EOR contracts
• Partnership, acquisition, and entity structures
• Risk allocation and indemnification concepts
• Partner closely with external legal counsel (non‐practicing role).

Required Experience & Profile

Essential

• 12–15+ years of progressive finance leadership, including a minimum of 5 years at the C‐level.
• Proven merger and acquisition leadership, including diligence, integration, and scaling acquired entities.
• Builder mindset with demonstrated success designing systems, teams, and processes from the ground up.
• Deep expertise in multi‐state payroll tax compliance and high‐volume payroll operations.
• Experience in privately held, multi‐entity organizations, preferably within staffing or employment services.
• Strong FP&A leadership supporting growth, acquisitions, and margin optimization.

Preferred

• Documented success in financial leadership within staffing, EOR, PEO, or workforce solutions organizations.
• Experience supporting national, multi‐unit operations and transaction‐driven growth.
• Strong EOS fluency or demonstrated ability to operate within EOS.
• CPA, CMA, or MBA strongly preferred.

Diverse Staffing Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, disability, gender identity, protected veteran status or other protected status. Diverse Staffing is committed to providing jobs for veterans transitioning to civilian life.