Onemain Financial Senior Senior Jobs in Usa

The Miami, Ft. Lauderdale and Tampa offices of Akerman LLP seek Associates with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of The Florida Bar.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

• Top 100 U.S. Law Firms (The American Lawyer)
• Among the Most Innovative Law Firms (Financial Times)
• Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
• Ranked among the Top Large Law Firms for Diversity (Law360)
• Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
• Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Why USAA?

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

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

The Opportunity

We are seeking a credentialed actuary to join our Property Loss Reserving and Reserving Development team.  This Actuary will leverage advanced knowledge of Loss Reserving techniques and Claims Analytics insights to explain drivers of loss trends.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX.  Relocation assistance is available for this position.

What you'll do:

• Applies advanced actuarial knowledge to complete broad and complex projects (e.g., evaluates and selects methodology to price new discount/endorsement for countrywide rollout; develops alternative methodologies to comply with complex regulatory requirements; selects metrics and designs processes to monitor model performance; translates business problems into technical requirements and performs required analysis to develop solutions; independently runs catastrophe models and interprets and communicates results to support critical business activities, while enhancing the control environment as needed.
• Utilizes advanced actuarial, mathematical, or statistical techniques to augment actuarial work product.
• Leads special actuarial projects, such as the development of new methodologies or reporting tools.
• Trains new team members on the theory and mechanics of relevant actuarial methodologies.
• Applies deep understanding of products supported, stakeholders’ needs, and industry trends to solve unstructured business problems.
• Identifies and anticipates compliance gaps and process improvements; recommends and develops solutions to mitigate risk.
• Represents Actuary in cross-functional efforts.
• Develops written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership. 
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 4 years of Actuarial or analytical business experience.
• Associate of the Casualty Actuarial Society (ACAS) Credential.
• Demonstrated advanced skills with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
• Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
• Demonstrated experience communicating complex solutions and analysis to both technical and nontechnical audiences, including executive leadership.

What sets you apart:

• Experience performing Loss Reserve analysis and working in Loss Reserving software (i.e. ResQ, Arius etc.).
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $127,310 - $229,160.

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

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

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

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

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

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

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

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

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC’s reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• 
  
• Lead in line with our values and brand.
  
• Develop new ideas, solutions, and structures; drive thought leadership.
  
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  
• Balance long-term, short-term, detail-oriented, and big picture thinking.
  
• Make strategic choices and drive change by addressing system-level enablers.
  
• Promote technological advances, creating an environment where people and technology thrive together.
  
• Identify gaps in the market and convert opportunities to success for the Firm.
  
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
  

As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.

• 
  
• Set strategic direction for technology-enabled tax advisory services
  
• Lead business development to drive growth
  
• Oversee multiple impactful projects
  
• Maintain executive-level client relationships
  
• Mentor and develop future leaders
  
• Shape the direction of client engagements
  
• Implement digitization and automation initiatives
  
• Adhere to tax regulations and standards
  

• 
  
• Bachelor's Degree in Accounting
  
• A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
  
• 6 years of experience
  
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
  

• 
  
• Corporate and partnership taxation knowledge
  
• Assisting financial services companies with tax impact
  
• Tax structuring of funds and financial assets
  
• Enhancing tax efficiencies of cross-border flows
  
• Developing and sustaining meaningful client relationships
  
• Leading teams to generate vision and direction
  
• Utilizing automation and digitization in tax services
  
• Evaluating and negotiating contracts
  
• Leveraging pricing tools for strategies
  

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Our client, a Software Development firm for Hedge Funds and Prop Traders, is looking for a Quantitative Developer to expand their cross-asset product, collaborating with other developers, as well as directly with clients to build frameworks.
You'll benefit from:

• Competitive compensation (incl. 401k, healthcare etc.)
• Hybrid office working
• Connecting within a talented team of developers

The successful candidate will need:

• Extensive experience developing (production) code
• 3+ years Python experience
• Knowledge with one or more financial asset class (e.g FX, Equities)

Job Description

• 
  
  
• Preparation of various general ledger journal entries.
  
  

• 
  
  
• Prepare monthly reconciliations for accounts receivable.
  
  
• Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
  
  
• Completion of cash collection schedules for all business written.
  
  
• Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
  
  
• Assist in the calculation and reporting of liability treaty reinsurance amounts.
  
  
• Process Concur payments for various Reinsurers.
  
  
• Prepare Ad-hoc reports in excel as needed.
  
  
• Prepare other reconciliations as assigned.
  
  
• Providing additional support with special projects or Audit requests.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

• 
  
  
• Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
  
  
• Minimum of one year experience in accounting/finance or related field.
  
  
• Strong verbal and written communication skills.
  
  
• Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
  
  
• Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
  
  
• Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
  
  

For 90 years, Berkheimer Tax Innovations has supported communities across Pennsylvania through reliable tax collection and related services. Serving more than 2,600 clients statewide, were proud to be the states largest tax collector.

We are currently seeking a Customer Support Clerk to join our team in our Mercer, PA office. This is a great opportunity for detail-oriented individuals to start and grow their careers with paid training, hands-on support, and ongoing learning.

WHAT YOU'LL DO:

As a Customer Support Clerk, you will serve as a point of contact for taxpayers! Responsibilities include, but are not limited to:

• In-Person Assistance: Provide face-to-face support by answering questions, assisting with account-related concerns, and helping ensure accounts remain accurate and in good standing.
• Phone Support: Answer incoming phone calls, responding to questions and providing assistance related to tax accounts, payments, and general inquiries.
• Tax Account Processing: Process tax forms & post payments to proper accounts
• Efficient Work: Complete all tasks in a timely manner while meeting company standards

SCHEDULE + LOCATION:

• Start date: April 20th, 2026
• Full-time schedule: Monday - Friday, 8:00 am - 4:00 pm
• On-site in our Mercer, PA office
• Initial training ~4-6 months fully in office
• After training, the role transitions to hybrid, with 45 additional in-office training rotations (68 weeks each) within the first 15 months

PAY + BENEFITS:

• Pay Rate: $ 14.00/hour + monthly incentive opportunities!
• Medical, Dental, Vision & Life Insurance
• Paid Holidays, Vacation, Sick, and Personal Time
• Wellness Program including physical, emotional, and financial wellness
• 401(k) with Profit Sharing
• Employee Assistance Program
• Voluntary Benefit Plans
• FSA & HSA Options
• Travel Insurance
• Business casual work environment

• High School Diploma or equivalent
• 0 - 6 months related experience and/or training
• Reliable transportation to outer offices and tax sit-ins
• Ability to manage difficult or emotional customer situations
• Strong attention to detail with high levels of accuracy
• Situation analysis and problem-solving skills
• Ability to sit for long periods of time

ABOUT BERKHEIMER TAX INNOVATIONS

While our advanced systems set the standard in the industry, we know that true success comes from our peopletheir dedication, teamwork, and commitment to excellence. At Berkheimer, youll be part of a team where innovation meets personal service, and where your contributions have a direct impact on communities across the Commonwealth. Check out our real world results at .

Berkheimer Tax Innovations is an equal opportunity employer and E-Verify employer. All positions require a successful reference check, criminal background check and drug screen.

Compensation details: 14-14 Hourly Wage

PI55f547e37643-31181-39907841

Required

Preferred

Job Industries

• Other

Senior Financial Analyst, HomeGoods FP&A

*Hybrid work model, 2 days per week in office

Are you looking to lead strategic analysis for a multibillion-dollar organization? Are you someone that is analytical and data driven? Do you get excited to work with and present to executives and senior leaders on a regular basis? If so, then the Senior Financial Analyst role on our Business Planning and Analysis team is the place for you to learn from industry leaders and grow in your career.

Ways you will make a difference:

• Lead analysis on strategic projects for HomeGoods to provide actionable recommendations that support the organization’s objectives
• Partner with various operating groups and divisional stakeholders to develop potential initiatives and implement strategies
• Create complex financial models and reporting that facilitate analysis of key initiatives
• Present results and recommendations across all levels of management, including senior members of Finance, Operating Groups, and executives

Potential Projects:

• Capital Investment Decision Process – evaluate projects to determine if they meet return-on-investment criteria and support the long-term growth of the business
• Real Estate – analyze new store opportunities and offer recommendations to senior leaders
• Store Performance – analyze operational efficiencies and top line opportunities to maximize performance across store portfolio
• Marketing Campaigns – partner with Marketing to evaluate advertising and media campaigns and optimize financial return
• Merchandising Initiatives – evaluate impact of inventory / merchandising initiatives
• Support Senior Management – KPI reporting and presentation preparation

Ideal Candidate:

• 3+ years of finance experience; background in Consulting, FP&A or Investment Banking preferred
• Understanding of and experience with key financial concepts, including but not limited to the financial statements, cash flow, net present value, and return on investment
• Excellent communication skills, both verbal and written. Ability to simplify complex projects and present key details / conclusions
• Self-starter who takes ownership of their work and has strong attention to detail
• Demonstrated analytical and quantitative abilities
• Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
• Proven aptitude with Microsoft Office applications with advanced Excel skills

Location:

USA Home Office Framingham MA 770 Cochituate Rd

This position has a starting salary range of $85,100.00 to $109,000.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive.

Job Title: Senior Program Manager of Manufacturing (Onsite: Troy, MI)

At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies unleash their potential. From autonomous cars to life-saving robots, our digital and software technology experts think outside the box as they provide unique R&D and engineering services across all industries. Join us for a career full of opportunities. Where you can make a difference. Where no two days are the same.

About The Role You Are Considering

As a Senior Program Manager at Capgemini Engineering, you will be responsible for leading and managing complex manufacturing programs in a two-in-a-box model to drive manufacturing initiatives. You will serve as the primary point of contact for clients, ensuring successful delivery of projects while maintaining high standards of quality and client satisfaction.

In this role you will play a key role in:

• Leading cross-functional teams in the planning, execution, and delivery of complex manufacturing programs, ensuring alignment with client objectives and business goals
• Managing day-to-day activities and status across all programs, providing regular updates to stakeholders and ensuring transparency in communication
• Developing and maintaining comprehensive program plans, schedules, and budgets, while monitoring progress against established milestones and KPIs
• Financial forecasts and budgets for manufacturing programs, including resource allocation, capital expenditures, and operational costs
• Creating and presenting detailed financial performance reports that track actual spending against budgeted amounts
• Conducting regular financial health assessments of programs and communicating potential risks or opportunities to senior leadership
• Collaborating with finance teams to ensure accurate financial tracking and reporting across all program workstreams
• Establishing and managing relationships with multiple vendors and suppliers within the manufacturing ecosystem
• Developing integrated work plans that coordinate deliverables across internal teams and external partners
• Creating clear communication protocols and governance structures for multi-vendor environments
• Facilitating regular cross-vendor meetings to ensure alignment on objectives, timelines, and dependencies
• Managing vendor performance against contractual obligations and SLAs
• Resolving conflicts and addressing issues that arise between different vendor teams
• Coordinating integration points between vendor-delivered components to ensure cohesive program outcomes
• Implementing and overseeing Agile methodologies to enhance team productivity, adaptability, and delivery excellence
• Preparing and delivering leadership and senior-leadership reporting, including program status, risk assessments, and mitigation strategies
• Identifying, analyzing, and mitigating program risks and issues, ensuring proactive resolution to minimize impact on deliverables
• Building and maintaining strong relationships with clients, understanding their business needs and ensuring program outcomes align with their expectations
• Collaborating with internal teams to ensure resource availability, allocation, and optimization across program initiatives

Basic Qualifications

• 10-15+ years of experience in program management, with a strong focus on manufacturing environments
• Must be a US Citizen, Green Card Holder or Permanent Resident

Must Have Qualifications

• Engineering degree with specialized knowledge in manufacturing processes and technologies
• Proven experience implementing and working with Agile methodologies in complex program environments
• Demonstrated ability to manage multiple stakeholders and drive manufacturing initiatives in collaborative models
• Strong leadership skills with experience in managing cross-functional teams and delivering results in challenging environments
• Excellent communication skills with the ability to effectively report to and engage with senior leadership
• Comprehensive understanding of program and risk management frameworks and methodologies
• Experience working in automotive or related manufacturing industries is highly desirable
• PMP, Agile, or other relevant program management certifications are a plus

How You Will Grow In This Role

Deepen Your Automotive & Manufacturing Expertise

• Build advanced knowledge in vehicle manufacturing, automation, and high‑volume production
• Work directly with OEMs, Tier‑1 suppliers, and EV innovators
• Gain end‑to‑end experience from prototype to launch

Lead High-Impact, Multi-Million-Dollar Programs

• Drive cross-functional teams across engineering, supply chain, quality & operations
• Own program strategy, schedules, KPIs, and high-stakes delivery
• Influence outcomes that directly impact vehicle performance and production efficiency

Advance Your Financial & Business Leadership

• Own forecasts, budgets, and manufacturing cost management
• Strengthen executive skills in financial reporting and decision-making

Command Multi-Vendor & Cross-Functional Ecosystems

• Manage relationships across suppliers, toolmakers, integrators, and internal teams
• Lead all parties toward unified, on‑time program delivery

Master Agile in a Manufacturing Environment

• Apply Agile frameworks across hardware and manufacturing programs
• Become a leader in modern, adaptive delivery models for automotive

Grow Your Executive Presence

• Present program health, risks, and strategy to senior leadership
• Build strong client relationships and shape key manufacturing initiatives

The base compensation range for this role in the posted location is: $93,800.00 - $224,910.00

Capgemini provides compensation range information in accordance with applicable national, state, provincial, and local pay transparency laws. The base compensation range listed for this position reflects the minimum and maximum target compensation Capgemini, in good faith, believes it may pay for the role at the time of this posting. This range may be subject to change as permitted by law.

The actual compensation offered to any candidate may fall outside of the posted range and will be determined based on multiple factors legally permitted in the applicable jurisdiction.

These may include, but are not limited to: Geographic location, Education and qualifications, Certifications and licenses, Relevant experience and skills, Seniority and performance, Market and business consideration, Internal pay equity.

It is not typical for candidates to be hired at or near the top of the posted compensation range.

In addition to base salary, this role may be eligible for additional compensation such as variable incentives, bonuses, or commissions, depending on the position and applicable laws.

Capgemini offers a comprehensive, non-negotiable benefits package to all regular, full-time employees. In the U.S. and Canada, available benefits are determined by local policy and eligibility and may include:

• Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick Leave
• Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)
• Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)
• Life and disability insurance
• Employee assistance programs
• Other benefits as provided by local policy and eligibility

Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini’s discretion, consistent with applicable laws. The Company reserves the right to amend or withdraw compensation programs at any time, within the limits of applicable legislation.

Disclaimers

Capgemini is an Equal Opportunity Employer encouraging inclusion in the workplace. Capgemini also participates in the Partnership Accreditation in Indigenous Relations (PAIR) program which supports meaningful engagement with Indigenous communities across Canada by promoting fairness, accessibility, inclusion and respect. We value the rich cultural heritage and contributions of Indigenous Peoples and actively work to create a welcoming and respectful environment. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.

This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodation does not pose an undue hardship. Capgemini is committed to providing reasonable accommodation during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact.

Please be aware that Capgemini may capture your image (video or screenshot) during the interview process and that image may be used for verification, including during the hiring and onboarding process.

Click the following link for more information on your rights as an Applicant in the United States.

Senior Director of Finance Planning and Analysis

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

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

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

Position Overview:

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

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

Key Responsibilities:

Strategic Financial Planning and Business Partnership:

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

Financial Modeling and Analysis:

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

Budgeting, Forecasting, and Reporting:

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

Business Partnership and Cross-Functional Collaboration:

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

Leadership and Team Development:

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

Qualifications

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

Preferred Experience:

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

Compensation:

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

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor's degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Company Description

Passion Dental, formerly New England Family Dentistry, is a leading dental group providing extensive support and professional growth opportunities to general and specialty dentists, along with dental hygienists, in modern, state-of-the-art practices. The company operates with a commitment to safety, security, and ethical practices, ensuring high-quality dental care for all patients, regardless of financial or health literacy barriers. Established in 2006 by Dr. Patrick Assioun, the organization has grown to include practices in Massachusetts, New Hampshire, and Connecticut, offering comprehensive services in general dentistry as well as specialties like pediatric dentistry, orthodontics, endodontics, and oral surgery. Passion Dental upholds a mission to deliver evidence-based, comprehensive oral health care rooted in professionalism, safety, ethics, and clinical excellence.

Company: Passion Dental

Reports To: President / CFO

Location: Onsight

Travel: As required to supported locations

The Senior Vice President of Finance (SVP Finance) is a key executive leader responsible for overseeing the financial health, strategy, and scalability of Passion Dental. This role provides strategic and operational financial leadership across a growing multi-location dental organization, ensuring strong fiscal controls, accurate reporting, disciplined capital allocation, and long-term value creation.

The SVP Finance partners closely with the President and CFO, executive leadership team, clinical leadership, and operational leaders to support growth initiatives, acquisitions, de novo expansion, and operational excellence while maintaining financial discipline and compliance.

• Serve as a strategic advisor to the President / CEO and executive leadership team on financial planning, business performance, and growth strategy
• Lead enterprise-wide financial strategy aligned with Passion Dental’s mission, values, and long-term objectives
• Provide financial modeling and scenario planning to support acquisitions, expansions, and major investments
• Present financial results, forecasts, and strategic insights to executive leadership and ownership

• Oversee annual budgeting, long-range planning, and rolling forecasts
• Develop and monitor KPIs to drive financial and operational performance across supported practices
• Analyze practice-level and enterprise-level performance, identifying risks, opportunities, and improvement strategies
• Ensure financial transparency and accountability across departments and locations

• Oversee accounting operations, month-end close, financial reporting, and audit processes
• Ensure compliance with GAAP, regulatory requirements, and internal controls
• Maintain strong financial governance, policies, and procedures across the organization
• Partner with external auditors, tax advisors, and financial institutions

• Provide oversight and strategic direction for revenue cycle performance, including billing, collections, and payer mix optimization
• Manage cash flow, working capital, and liquidity to support growth and operational needs
• Optimize financial processes to improve efficiency, accuracy, and scalability

• Lead financial due diligence, valuation, and integration planning for acquisitions and partnerships
• Support de novo growth, construction, and capital projects through financial analysis and ROI modeling
• Develop capital allocation strategies and financing structures to support expansion
• Partner with operations and clinical leadership to ensure financially sound growth decisions

• Build, lead, and mentor a high-performing finance, accounting, and FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement
• Ensure systems, processes, and talent scale with organizational growth

• Bachelor’s degree in Finance, Accounting, or related field (MBA and/or CPA strongly preferred)
• 12+ years of progressive financial leadership experience, including senior-level roles
• Prior experience in healthcare services, dental support organizations (DSOs), multi-site operations, or private-equity-backed environments strongly preferred

• Strong strategic thinking with hands-on operational finance expertise
• Deep understanding of financial modeling, forecasting, and performance management
• Proven experience supporting growth, acquisitions, and complex organizational structures
• Exceptional leadership, communication, and executive presence
• Ability to translate financial data into actionable insights for non-financial leaders
• High integrity, sound judgment, and a collaborative leadership style

At Passion Dental, we believe financial leadership plays a critical role in supporting exceptional patient care, team member growth, and sustainable expansion. The SVP Finance will have a meaningful seat at the table, shaping the future of a rapidly growing organization committed to excellence, accountability, and innovation.

Our Story:

From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the company’s foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others – ColRich Thrive.

Our Bio:

ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platform’s sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.

In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.

Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).

With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.

Our Current Portfolio:

ColRich’s portfolio includes $1.05 billion of equity actively invested through December 2025 in 89 deals across 9 states. These include master-planned community developments and 20,000+ multifamily units.

Our Approach:

A vertically integrated, hands-on approach is at the core of our company’s capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.

Our DNA:

• Caring
• Wired for Connection
• Ever Evolving
• Hardworking
• Original Thinkers
• Competitive
• Humble
• Seasoned Through Adversity

Our Mantra:

Build lasting communities

Position: Capital Markets Senior Associate – San Diego, CA

About the Role: The Senior Associate, Capital Markets plays a central role in supporting portfolio economics, investor relations & reporting, and capital execution across the firm’s multifamily investment platform.

This position operates at the intersection of Asset Management, Finance, and Investor Relations, with responsibility for analyzing asset performance and ensuring the integrity of distribution and promote mechanics through advanced financial modeling and analysis. The role includes direct participation in investor meetings and production of investor reporting materials, requiring strong financial judgment, advanced Microsoft Excel proficiency, and the ability to build, modify, and audit complex real estate financial models and joint venture waterfall structures.

The Senior Associate contributes to disciplined capital governance across the portfolio while serving as a key analytical partner to senior leadership.

The position reports to the Head of Capital Markets & Investor Relations.

Specific responsibilities include:

Investor Relations

• Quarterly Investor Reporting
• Oversee the preparation and presentation of quarterly investor reports, ensuring accuracy and clarity
• Analyze financial performance, trends and market conditions to provide meaningful updates to investors
• Annual Portfolio-Level Investor Reporting
• Create comprehensive annual reports summarizing portfolio-wide performance and key insights for stakeholders
• Investor Meeting and Communication
• Conduct regular meetings to update investors on the performance of existing deals, providing transparency and fostering trust
• Respond promptly and effectively to invest inquiries
• Fundraising Support
• Assist in development and execution of fundraising efforts for new projects
• Collaborate with senior leadership to identify and engage potential investors
• Investor Administration
• Manage administrative tasks including joint venture documentation, assignment of partnership interests, estate planning, and valuations.

Distribution & Financial Analysis

• Business Plan Oversight
• Review business plans form an equity standpoint, focusing on cash management and distribution projections
• Collaborate with internal teams to update and revise plans as needed
• Quarterly Distributions
• Manage all aspects of quarterly distributions to investors, ensuring timely and accurate execution
• Prepare detailed distribution statements, including allocations and financial breakdowns
• Maintain deal level waterfalls to track promoted interests and investor returns (cash-on-cash, IRR’s, multiples)
• As Hoc Analysis
• Prepare deals specific analysis including sensitivity tables, debt analysis, delinquency analytics, renovation ROI, CAGR, etc.

Requirements:

• Minimum of 7 years of experience in real estate finance
• Bachelor’s degree in Finance, Economics, Business Administration or related field
• Highly proficient in Excel and advanced financial modeling
• Strong understanding of finance concepts, including discounted cash flows, IRR’s, equity multiples, loan sizing and investment waterfalls (promote modeling)
• Exceptional communication and interpersonal skills to manage and strengthen investor relationships
• Highly organized, detail-oriented and capable of managing multiple priorities

Benefits:

• Base salary and discretionary annual bonus competitive with industry standards
• $120,000 - $140,000 depending on experience
• Health and dental insurance paid fully at the employee level by employer
• Eligible upon hire for 401(k) plan
• Paid holidays and vacation time

Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dallas,Denver, Des Moines, Detroit, Edison, Fort Worth, Grand Rapids, Greenville, Hartford, Hoboken, Honolulu, Houston, Indianapolis, Irvine, Jacksonville, Kansas City, LA, Las Vegas, Louisville, McLean, Memphis, Miami, Milwaukee, Minneapolis, Nashville, New Orland, New York, Oklahoma, Orlando, Palo Alto, Philadelphia, Phoenix, Pittsburgh, Pleasanton, Portland, Providence, Raleigh, Richmond, Rochester, Rogers, Sacramento, Salt Lake City, San Antonio, San Diego, San Francisco, San Jose, Seattle, Secaucus, Stamford, St. Louis, Syracuse, Tallahassee, Tampa, Toledo, Tucson, Tulsa, Washington DC, Westlake village, Winston-Salem

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Whole industries have been disrupted and transformed in recent years by changing technologies, advanced analytics and the need for better insight. EY is helping businesses realize the value they can gain from their IT investments. We deliver exceptional client service — providing advice on how technology, finance process efficiency and enterprise intelligence contribute to performance improvement, as well as how IT can act as a multiplying effect during major program transformations.

The AI Finance Senior Manager is a crucial role responsible for supporting the Finance Applications Data Lead in executing the overall data management strategy for finance applications. The successful candidate will leverage their deep expertise finance applications (planning, reporting, close/consolidation) coupled with deep skills in enterprise data management, data governance, data quality, master data management, Machine Learning, and Generative AI (Gen AI) to support key finance personas. One of the key responsibilities will focus on developing and implementing our “FDL consulting blueprint” service offering, with the goal of creating an industry agnostic data model which can be utilized as a starting point and be extended ensure data consistency and interoperability across finance applications. The successful candidate will work closely with the Data Lead and the Product Owner for the FDL to ensure that the FDL Blueprint is designed on a foundation of accurate, consistent, and reliable finance application data architecture, enabling informed decision-making.

The AI Finance Senior Manager will work closely with finance, IT, and data science teams to support the effective management and utilization of finance application data, harnessing the power of Machine Learning, Gen AI, and Azure data technologies to drive innovation and business value through the development and implementation of the EY AI Finance solution offering.

As a Senior Manager, you will play a pivotal role in leading engagement delivery and managing client relationships. Your time will be spent across various responsibilities, including:

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• Leading the design and delivery of system architecture solutions in collaboration with technical teams.

  
  

• Tailoring technology platforms to business processes, ensuring clients maximize their investment through effective use and continuous improvement.

  
  

• Managing complex processes, solutions, and projects while maintaining a focus on quality and risk management.

  
  

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• Proven ability to manage and deliver complex solutions.

  
  

• Fostering relationships with client personnel at appropriate levels. Consistently running and delivering quality client services. Driving high-quality work products within expected time frames and on budget.

  
  

• Monitoring progress, managing risk and confirming that key stakeholders are kept informed about progress and expected outcomes.

  
  

• Managing expectations of client service delivery.

  
  

• Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on- the- job feedback/coaching to team members.

  
  

• Fostering an innovative and inclusive team-oriented work environment. Playing an active role in the counselling and mentoring of junior consultants within the organization.

  
  

• Supporting Data Management Strategy Execution, including helping execute the overall data management strategy for finance applications

  
  

• Defining data requirements, data architecture, and data models for finance applications, considering the potential of Machine Learning and Gen AI technologies

  
  

• Leading the design and implementation of an extensible common information model for the FDL Blueprint

  
  

• Developing and maintaining documentation, including data dictionaries, entity-relationship diagrams, and data lineage maps

  
  

• Leading the development and implementation of our FDL Blueprint solution offering, ensuring scalability, performance, and security

  
  

• Collaborating with data scientists and finance SMR’s across service lines to identify opportunities for applying Machine Learning and Gen AI techniques to finance applications/personas and extend the FDL

  
  

• Supporting the establishment and maintenance of a robust data governance framework for the FDL

  
  

• Staying current with the latest advancements in Machine Learning, Gen AI, Data Management and Azure technologies and identifying and implementing innovative solutions that drive efficiency, accuracy, and insights for finance applications

  
  

• Ability to travel as required for client engagements and project needs.

  
  

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• Bachelor\'s degree in Finance, Accounting, Business, Computer Science

  
  

• Minimum of seven years of progressive experience in Financial Planning & Analysis (FP&A), with demonstrated expertise in:

  
  

• Strategic financial planning, budgeting, and forecasting processes

  
  

• Financial modeling and scenario analysis

  
  

• Variance analysis and management reporting

  
  

• Cross-functional collaboration with business stakeholders

  
  

• Strong proficiency with EPM (Enterprise Performance Management) platforms, including hands-on experience with solutions such as:

  
  

• Anaplan (Certified Model Builder preferred)

  
  

• Oracle EPM Cloud Suite (PBCS, ePBCS, FCCS)

  
  

• Oracle Hyperion

  
  

• OneStream, Tagetik, or similar platforms

  
  

• Solid understanding of financial data architecture and governance, including:

  
  

• Financial data modeling and dimensional design

  
  

• Chart of accounts structuring and hierarchy management

  
  

• Data quality standards and reconciliation processes

  
  

• Master data management for finance applications

  
  

• Knowledge of finance applications including financial modeling (PnL, Balance Sheet, Cash Flow)

  
  

• Excellent communication, collaboration, and problem-solving skills

  
  

• Ability to work effectively in a fast-paced, dynamic environment, supporting the adoption and implementation of emerging technologies

  
  

• Strong business skills including relationship management, commercial awareness, and communication.

  
  

• Strong analytical and problem solving skills as well as excellent oral and written communication skills

  
  

• A willingness to travel to meet client needs.

  
  

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• Degree emphasis in Finance, Accounting, Economics, Business, Computer Science, MIS, or IT preferred

  
  

• A strong ability to adapt to changing technology landscapes and stay ahead of industry trends.

  
  

• Exceptional interpersonal skills to foster team collaboration and client trust.

  
  

• A proactive approach to problem-solving and decision-making.

  
  

• Experience in leading diverse teams in dynamic environments.

  
  

We seek top performers with a blend of technical expertise and strategic business acumen. Candidates should be adaptive, proactive, and committed to driving innovative technology solutions that propel the business forward. Strong managerial skills and a continual desire to improve both technical and soft skills are essential to meet the evolving demands of the industry.

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

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• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $171,600 to $392,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $205,900 to $445,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

  
  

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at

Senior Financial Analyst of Financial Planning & Analysis

Sausalito, CA

Summary of Role:

Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Senior Financial Analyst of Financial Planning & Analysis to join our team. Reporting directly to the Senior Director of Financial Planning & Analysis, this fast-paced position provides an outstanding opportunity to understand and influence our retail and e-commerce business. The position will be responsible for providing support to enable business partners and executive leadership to make timely and informed decisions and achieve desired financial results.

Responsibilities:

• Budgeting & Forecasting: Lead analysis to support the development and maintenance of the company budget.
• Reporting: Create and maintain dashboards for monthly financial package to Board of Directors and weekly internal meetings.
• Cross-Functional Analysis: Prepare and present analysis highlighting key trends and insights across functional areas. Support business partners by developing reporting to help manage and track performance to goals.
• Key Performance Indicators: Monitor, analyze and report on financial KPIs.
• Efficiency: Identify and dig into opportunities to improve the team’s processes.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field
• Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A
• Experience in the consumer retail or e-commerce industry
• Proficiency in Microsoft Office with focus on Excel (advanced functions, pivot tables, etc.)
• Experience with NetSuite or other ERP solution (budgeting and planning modules preferred)

Skills and Competencies:

• Analytical Skills: Ability to analyze complex financial data and identify key trends and insights.
• Intellectual curiosity: A desire to learn and understand the business and its drivers.
• Communication Skills: Excellent written and verbal communication skills, with the ability to communicate complex information clearly and concisely to finance and non-finance stakeholders.
• Attention to Detail: Meticulous approach to work, with a focus on accuracy and data integrity.
• Ability to work independently and as part of a team: Collaborative and team-oriented mindset.
• Adaptability/Flexibility: Ability to work in a fast-paced environment and manage changing priorities.

• This is a hybrid role, working in-office 3days per week.

COMPENSATION:

• $105k per year is the anticipated target base pay for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills.
• Employees (and their families) are covered by medical, dental, vision, and basic life insurance should they choose to participate in Serena & Lily’s benefits. Employees can enroll in our company’s 401k plan. During the first year of employment, full-time employees accrue twenty-one days of PTO and seven paid holidays throughout the year.