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Senior Manager - Tax Services
Greyrock
greenville, sc
Compensation: 125.000 - 150.000

2 days ago Be among the first 25 applicants

Direct message the job poster from Greyrock

Greyrock Accounting offers a wide range of accounting, tax and financial advisory services to individuals and businesses. We are presenting an exciting opportunity to join a community of professionals that thrives on creativity, innovation, and camaraderie. We believe that every member of our team plays a crucial role in our success, and we all share a passion for helping our clients achieve their financial goals.

Company Description

Greyrock Accounting provides comprehensive accounting, tax, and financial advisory services to individuals and businesses. Join our team of creative, innovative, and collaborative professionals dedicated to client success.

Duties

Serve multiple clients as Senior Manager of Tax Services, including but not limited to:

  • Review individual, business, and other tax returns, including federal, state, and local filings for various clients.
  • Provide feedback and guidance to improve tax filing quality and ensure adherence to standards.
  • Prepare and review tax projections and estimates.
  • Review fixed assets registers and property tax returns.
  • Respond to federal and multi-jurisdictional notices on behalf of clients.
  • Maintain organized and accurate documentation of tax information, client records, correspondence, and workpapers, ensuring compliance with recordkeeping requirements and policies.
  • Communicate with clients to gather tax information, answer questions, and provide tax planning advice. Build strong client relationships.
  • Support and advise contracted clients in collaboration with Greyrock recurring client teams.
  • Manage the timely and accurate preparation and filing of all tax returns, ensuring compliance with relevant laws.
  • Utilize tax preparation software effectively, staying informed about updates and changes.
  • Manage workload to meet deadlines, prioritize tasks, and allocate resources efficiently.
  • Mentor and train team members on tax preparation, software, and client communication.
  • Participate in ongoing education to stay current on tax issues.
  • Handle miscellaneous projects as they arise.
  • Report directly to the Tax Director or Tax Shareholder.

Requirements

  • Bachelor’s or Master’s degree in accounting and/or taxation.
  • 7-8+ years of public accounting or relevant industry experience.
  • Experience with income tax preparation and planning software.
  • Working knowledge of financial statements.
  • Proficiency with Excel, Word, etc.
  • Excellent interpersonal and proactive communication skills.

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Accounting/Auditing and Finance

Industries

  • Accounting
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Client Acquisition Pro — Uncapped Commission & Benefits
Expo Marketing Inc
hoboken, nj
Compensation: 125.000 - 150.000
A dynamic sales and marketing firm is seeking a Client Acquisition Representative to drive business growth. You will identify and acquire new clients, cultivate relationships, and showcase solutions. Ideal candidates will have sales experience, strong communication skills, and a Bachelor's degree. The position offers a competitive salary with an uncapped commission structure and comprehensive benefits.
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Government Contracting Accountant
Moseley Technical Services, Inc.
washington, dc
Compensation: 125.000 - 150.000

We are seeking an exceptional Mid-Level Accountant as a key member of our rapidly growing business supporting multiple DHS, DoD, and other Federal Clients. You will report directly to the Senior Financial Manager as an integral member of our accounting and finance client services team, working with project managers, contract administrators, and external vendors. This is an outstanding opportunity to be a part of a “Washington Business Top Places to Work” company with $50 M+ annual revenue and 180 employees delivering innovative solutions to our nation and the deployed warfighters.

Responsibilities:

  1. Prepare and submit invoices for government contracts, coordinating with project teams and subcontractors to ensure timely and accurate submissions.
  2. Support the reconciliation of general ledger accounts, researching and resolving variances, and maintaining documentation for audit readiness.
  3. Oversee the Accounts Payable and Accounts Receivable Process, including reviewing vendor statements and tracking outstanding balances.
  4. Maintain and optimize the timekeeping and expense system (Unanet) to ensure accurate labor and cost tracking in accordance with DCAA requirements.
  5. Create monthly journal entries, accruals, and account analyses, supporting timely month-end and year-end close processes.
  6. Prepare and process semi-monthly payroll, verifying all inputs in Unanet and Paycor for accuracy and compliance.
  7. Enter and maintain Payroll Journal Entries.
  8. Support the development of internal controls, recommending improvements to streamline accounting processes and enhance data integrity.
  9. Collaborate with team members and leadership on special projects and financial analyses as needed to promote organizational goals.
  10. Uphold compliance with GAAP, FAR, and DCAA regulations.

Qualifications:

  1. U.S. Citizenship is required by federal law.
  2. Bachelor’s degree in Accounting, Finance, or a related field.
  3. Minimum 5 years of accounting/finance experience including general ledger, journal entries, and financial reporting.
  4. At least 2 years of direct experience with DoD, DHS, or other Federal Agency contract accounting.
  5. 2+ years of hands-on experience with Unanet GovCon.
  6. Knowledge of GAAP, FASB, ASC 606, and familiarity with CAS, FAR, and DCAA compliance.
  7. 1+ years working knowledge of FASB, ASC606, and GAAP, along with familiarity with CAS, FAR, and DCAA compliance.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst and Accounting/Auditing

Industries

Defense and Space Manufacturing and Government Administration

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Fund Accounting Manager
Madison-Davis, LLC
stamford, ct
Compensation: 125.000 - 150.000

Executive Researcher - Accounting & Finance

Overview: A leading private equity fund services firm is seeking a Fund Accounting Manager to join its growing Connecticut team. This position offers a blend of fund operations and client management , supporting fund managers across private equity and venture capital strategies. You’ll collaborate with senior client leaders and gain visibility into all aspects of the fund administration lifecycle — from capital calls and reporting to valuations and investor communications.

Key Responsibilities:

  • Partner with Client Managers and Directors to support a portfolio of private equity and venture capital funds.
  • Coordinate internal fund accounting, investor services, and financial reporting teams to ensure deliverables are completed accurately and on schedule.
  • Assist in preparing and reviewing quarterly and annual financial statements, investor letters, and capital activity notices.
  • Support day-to-day client communications and respond to investor inquiries and ad hoc requests.
  • Track operational timelines, monitor progress, and follow up to meet reporting deadlines.
  • Identify and elevate issues proactively while proposing process improvements.
  • Participate in client calls and meetings alongside senior managers.
  • Contribute to internal documentation, SOPs, and workflow improvements.

Qualifications:

  • 4+ years of private equity or venture capital fund accounting experience, preferably from a fund administrator or public accounting firm .
  • Candidates straight from public accounting with asset management or PE/VC audit clients are strongly encouraged to apply.
  • Strong understanding of fund structures, partnership accounting, and LPAs .
  • Advanced Excel skills ; exposure to Investran or CRM systems a plus.
  • Excellent analytical, communication, and relationship-management abilities.
  • Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA a plus).

Base Pay Range:

$115,000.00/yr - $140,000.00/yr

Location:

Stamford, CT

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Investment Real Estate – Acquisition Agent (Licensed)
New Western
workfromhome, il
Compensation: 125.000 - 150.000

Direct message the job poster from New Western

Recruiter at New Western | Strategic Talent Acquisitions for Real Estate's Next Chapter of Expansion and Innovation

Are you a motivated professional with 2+ years in residential real estate? Can you spot potential in homes needing a little TLC? Are you familiar with or eager to learn ARV, BRRRR, and Wholesaling?

New Western is seeking dedicated Acquisition Agents to join our award-winning team. Leverage your expertise to identify lucrative opportunities in today's competitive investment real estate market, where rising interest rates aren’t a limiting factor, and the demand continues to grow.

Fueling Your Success at New Western

  • Leverage Our Resources: Benefit from our powerful purchasing capabilities and gain access to valuable leads, time-tested wholesale relationships, and proprietary software. It’s all geared towards helping you stand out and acquire valuable properties.
  • Achieve More, Together: Averaging over 29 transactions annually, our agents are always on the move. Enjoy faster closing times, quicker commission payouts, and increased volume, backed by our proactive in-house marketing team, a robust network of sales agents, and an unparalleled infrastructure.
  • Learn and Grow: Access a robust library of on-demand and live learning sessions via New Western University. We believe in nurturing talent and fostering your professional growth.
  • Flexible Autonomy: Work as an independent contractor with the freedom to work your way and define your path to success.

What You Need to Excel

  • Strategic Mindset: Ability to analyze market data and trends.
  • Negotiation Prowess: Natural dealmaking and strong negotiation skills.
  • Accountability: Willingness to take ownership of your work and results.
  • Skilled Communication: Polished communicator with a knack for interpersonal connections.

Key Considerations

  • Licensure: Requires an active real estate license based on your work location.
  • Compensation Plan: Similar to most licensed real estate agents, this position is an independent contractor (1099) role, with 100% commission-based earnings. On average, agents earn $93,000 in commission, with high-performing agents making over $160,000 in their first year and well over $450,000 annually in subsequent years.

About New Western

We're not just any real estate company. We’re on a mission to redefine real estate investing, making it more accessible for everyone. With a presence in many major cities, we connect over 200,000 investors with sellers, leading to the rehabilitation of homes.

Our track record speaks for itself — we buy a home every 13 minutes. We provide fresh starts for sellers, exclusive options for investors, and affordable housing solutions for buyers.

Award-Winning Team & Culture

New Western has been named a Glassdoor Best Place to Work in 2024, 2025, and 2026! Take a peek behind the scenes and see what it’s like working with us at .

Ready to take your career to the next level? Apply today!

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Controller
Non-Profit
dc
Compensation: 125.000 - 150.000

1 week ago Be among the first 25 applicants

(Excellent Benefits and Hybrid Work from Home Options)

Responsibilities:

  • Oversee all accounting activities ensuring compliance with GAAP and internal accounting policies and procedures
  • Manage accounting operations, tax, and financial reporting
  • Direct the daily activities for GL, AP, AR, revenue, commissions, payroll
  • Manage the monthly close process, including journal entries, reconciliations, inter-company, cost allocations, and other balance sheet and P&L accounts.
  • Prepare, review and issue financial statements in accordance with US GAAP
  • Review contracts and ensure that revenue is recognized in accordance with GAAP
  • Implement and maintain effective internal controls and processes to ensure the accuracy of financial reporting, integrity of corporate data, and safeguarding of assets
  • Manage accounting policies and procedures and lead efforts to change initiatives and process improvements
  • Supervise and develop a strong, performance-oriented accounting team, capable of actively and effectively engaging and growing with the business
  • Manage local, state, and federal government reporting requirements and tax filings
  • Manage monthly financial reporting package for banking partners
  • Manage banking, tax, audit and insurance relationships
  • Manage stock-based compensation and equity roll-forwards
  • Lead annual financial audits and manage financial statement footnote disclosure
  • Evaluate new technical accounting developments and recommend appropriate actions; drive process improvement at all levels of the organization
  • Support internal operational and compliance programs
  • Support annual budgeting and planning process
  • Work alongside other departments on various projects.

Requirements:

  • Bachelors and/or Master’s Degree in Accounting or Business Administration with an Accounting emphasis preferred; CPA Preferred
  • 6+ years progressive experience in Accounting management roles
  • Big 4 public accounting experience strongly preferred
  • Experience working with in SaaS and / or with a private technology firm. Start-up experience a plus
  • Strong understanding of GAAP and technical accounting
  • Track record of building, developing and leading high performance accounting teams in a fast paced organization
  • Ability to work independently without considerable oversight, and to act decisively
  • Experience in ERP systems
  • Experience in designing and implementing accounting processes and controls
  • Excellent collaboration and relationship-building skills
  • Analytical; High attention to detail, organized with exceptional time-management skills
  • Strong communication skills, with ability to communicate at all levels in the organization
  • Experience in designing and implementing accounting processes and controls

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance
  • Industries

    Non-profit Organizations

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Chief Estimator
Tom Trese
new york, ny
Compensation: 125.000 - 150.000

Our client is a leader in the fire protection space, currently seeking a Chief Estimator to join their team, lead, and elevate their estimating department. The right candidate will oversee all estimating activities for the Fire Sprinkler Installation Division and be responsible for managing and mentoring a team of estimators, developing accurate and competitive bids, and ensuring the department meets tight deadlines in a fast-paced, dynamic environment.

Key Responsibilities

  • Lead and manage the estimating department for the Fire Sprinkler Installation Division.
  • Supervise, train, and mentor junior estimators.
  • Review bid packages, specifications, drawings, and addenda to develop accurate takeoffs and estimates.
  • Update and maintain material pricing databases; work with vendors to ensure accuracy.
  • Utilize estimating software and tools to streamline workflows
  • Collaborate with project managers, designers, and company leadership to ensure continuity from estimate through award.
  • Communicate effectively with general contractors regarding bid clarifications, scope questions, revisions, and deadlines.
  • Manage multiple bids simultaneously while meeting tight and often shifting deadline demands—understanding that bids are “living and breathing” documents subject to quick changes.
  • Assist in strategy development, including margin analysis, value engineering options, and competitive positioning.

Qualifications

  • Minimum 5 years of fire sprinkler estimating experience (required).
  • Strong understanding of the construction industry , building systems, and project workflows.
  • Experience or familiarity with fire sprinkler design (a plus).
  • Proficiency with estimating software and digital takeoff tools (a plus).
  • Strong knowledge of material pricing , product options, and NFPA standards with sprinkler systems.
  • Excellent organizational skills with the ability to manage multiple deadlines and shifting priorities.
  • Strong verbal and written communication skills; confident in speaking directly with GCs and clients.
  • Ability to work efficiently under pressure and respond quickly to bid changes.
  • Leadership experience and the ability to develop junior team members.

What We Offer

  • Leadership role with real influence on company growth and project success.
  • Competitive compensation package (salary, benefits, and other options based on experience).
  • Supportive environment with long-term career stability.

The base salary range for this position will be $120,000 - $150,000, with target compensation based on overall experience. Additional compensation includes end of year bonus as well as strong benefits including matching 401K retirement programs.

Chief Estimator, Queens, NY

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Senior Revenue Accountant, Global Business Services
Sonos, Inc.
santa barbara, ca
Compensation: 125.000 - 150.000

Senior Revenue Accountant, Global Business Services

3 days ago Be among the first 25 applicants

At Sonos we want to create the ultimate listening experience for our customers and know that it starts by listening to each other. As part of the Sonos team, you’ll collaborate with people of all styles, skill sets, and backgrounds to realize our vision while fostering a community where everyone feels included and empowered to do the best work of their lives.

This role is a hybrid position Some roles require an office while others may be done remotely. This position is considered hybrid, allowing for a combination of remote work and in-office collaboration. Qualified applicants must live within commuting distance of our Boston, Santa Barbara or Seattle office locations.

As Senior Accountant, Global Business Services - Revenue, this role will oversee the outsourced revenue process. This includes leading centralization and transition efforts of regional processes to the GBS team. It also includes analyzing & reporting of revenue and collaborating closely with members of FP&A and the business. The right person will be able to assist with initiatives and drive towards meeting close deliverables and project milestones. With a heavy focus on revenue globalization and standardization, we are seeking someone with the innate curiosity to explore automation and drive efficiencies. This position will report to the Senior Manager, Revenue Accounting.

What You’ll Do

  • Maintain general ledger accounts through journal entries, account reconciliations, and analysis within FloQast as part of month end close activities.
  • Perform first level review on tasks completed by the GBS team as part of the monthly close process.
  • Collaborate with FP&A and lead monthly revenue meetings, such as contra revenue analysis for AMPAC and EMEA.
  • Collaborate with the AR team and perform deduction review and approval, as needed.
  • Responsible for certain quarterly activities (invoice testing, cut off testing, etc).
  • Perform review and determine impacts of new and amended revenue contracts.
  • Collaborate cross functionally with FP&A, Technical Accounting, and other business partners to determine accounting impacts of business events, and to ensure proper accuracy and timeliness of billings, revenue recognition, and claim approval.
  • Analyze balance sheet and income statement trends to provide business insights.
  • Manage audit requests from internal and external auditors and maintain a professional and collegial relationship with auditors.
  • Build and Scale Processes: Design and implement end-to-end improvements to support a centralized Global Business Services (GBS) model, ensuring alignment with business needs and scalability for growth.
  • Project Leadership: Oversee the transition of revenue activities to the GBS model, including SOP development, knowledge transfer, and change management.
  • Process Improvement: Drive adoption of automation tools, AI, ERP enhancements, and workflow technologies to optimize processes and improve operations.
  • Governance and Compliance: Ensure compliance with US GAAP, SOX, audit, and local statutory requirements.
  • KPI Development & Monitoring: Define and monitor KPIs to track performance, fostering a culture of continuous improvement and operational excellence.
  • Collaboration and Stakeholder Management: Partner with cross‑functional teams to align processes and drive improvements.
  • Outsourced Team Management: Partner with our outsourcing provider to ensure an efficient, high‑performing team.

What You’ll Need

Basic Qualifications

  • Bachelor’s degree in accounting or related field.

Preferred Qualifications

  • 3+ years of accounting experience in retail or wholesale environment (SAP S4/HANA and Zuora experience preferred) or 3+ years of Big 4 experience.
  • Experience and/or desire to leverage automation tools (such as Alteryx and RPA) and analytic tools (such as Tableau).
  • Project management and process improvement skills and experience working with cross functional teams.
  • Flexibility to operate and pivot in a changing and evolving environment.
  • Ownership for areas of responsibility, proactive, self‑motivated.
  • A strong desire to learn and grow personally and professionally.
  • Excellent communication and interpersonal skills.
  • Self‑starter. Intense attention to detail and the ability to prioritize.
  • High level of ethics and integrity.
  • Ability to research, compile, analyze and interpret accounting guidance and data.
  • Problem solving and organizational skills.

Research shows that some candidates may not apply for roles if they don't meet all the criteria. If you don’t have 100% of the skills listed, we strongly encourage you to apply if interested.

Visa Sponsorship : Sonos is unable to sponsor or take over sponsorship of an employment visa for this role at this time. We ask that applicants be authorized to work for any US employer, both now and in the future.

Your profile will be reviewed and you'll hear from us once we have an update. At Sonos we take the time to hire right and appreciate your patience.

The base pay range for this role based off geographic location is:
$87,000 and $108,600
The specific pay offered will depend on the candidate’s geographic location, as well as qualifications and experience. We apply geographic pay differentials based on the cost of labor in the market. Employees in high-cost locations may be compensated at the upper end of the range, while those in medium or low cost markets may be compensated at the lower end of the range. Your recruiter can provide more details about the specific salary range for your location during the hiring process.

Please note that compensation details listed in US job postings reflect the base salary only, and do not include bonus, equity, or benefits.

We also offer a comprehensive benefits program with choice and flexibility in mind to help support the health, wealth, and overall well‑being of our employees. Regular full time employees in the US are eligible for benefits on day one, including:

  • Medical, Dental, and Vision Insurance
  • A 401(k) plan with company matching and immediate vesting
  • An Open Time Off policy (OTO) so you have maximum opportunity to disconnect and recharge, with no tenure-based vacation accruals required
  • 80 hours of sick time upon hire, refreshed annually
  • Up to 12 paid holidays per calendar year
  • Sonos offers a generous paid leave program for new parents or to care for a family member with a serious health condition, as well as short‑ and long‑term disability for your own medical condition
  • Company‑paid Disability, Life, and AD&D Insurance
  • Voluntary benefits, including Voluntary Life, AD&D, Accident, and Pet Insurance
  • Mental health benefits to support your holistic well‑being
  • A generous employee discount program & Sonos Radio HD - on us!

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Notice to U.S. Job Applicants: Sonos is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Sonos is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to and let us know the nature of your request and your contact information.

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Onsite Tax Associate (Seasonal) — Community Advocate
Intuit
boston, ma
Compensation: 125.000 - 150.000
A national tax assistance company is seeking a Tax Associate to work onsite in Boston, Massachusetts. This part-time role involves providing tax expertise, assisting clients with individual tax returns, and fostering community relationships. Successful candidates will have at least 2 years of experience, strong customer service skills, and a passion for helping clients navigate their tax needs. The position offers a competitive pay rate, bonuses, and access to benefits.
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Finance Director
A Hiring Company
shelton, wa
Compensation: 125.000 - 150.000

Finance Director – Apply at A Hiring Company

The City of Shelton is located just 25 minutes northwest of Olympia, WA, on the shores of Oakland Bay. As the Mason County seat, Shelton is a full‑service city providing a wide range of municipal services for a growing community of more than 10,000 residents. Shelton is proud of its unique character, small‑town feel, and the opportunity to serve a community rich in history, culture, and natural beauty.

This position is open until filled. The first round of reviews will occur on January 12, 2026.

Responsibilities

  • Plan, direct and supervise all activities of the Finance Department, and ensure compliance with GASB and BARS.
  • Perform duties as the City Treasurer.
  • Maintain and enforce City and departmental rules, regulations and programs.
  • Monitor and evaluate the efficiency and effectiveness of service delivery methods and procedures; recommend, within departmental policy, appropriate service and staffing levels.
  • Assume management responsibility for all compliance reporting including grants, payroll taxes, sales, lease and excise tax.
  • Oversee the City’s fiscal functions including accounts payable, accounts receivable, business licenses, payroll, utility billing, and other functions of the Finance Department. Manage debt, investments, bank accounts, and audits.
  • Manage and coordinate the activities of the Finance Department to provide excellent customer service and adhere to policy direction. Serve as chief financial advisor to the City. Assign work activities to Finance Department staff; review and evaluate work product, methods, and procedures; meet with staff to identify and resolve problems.
  • Monitor revenues and expenditures to ensure sound fiscal control to properly safeguard City assets; provide ongoing financial reporting and forecasts to the City Manager and City Council.
  • Establish and maintain internal control procedures to ensure that appropriate standards and procedures are maintained. Complete the City’s annual report in accordance with the Washington State Auditor’s BARS manual.
  • Assure the efficient use of departmental resources; prepare and justify the department’s annual budget and amendments. Take a leadership role in the development and execution of departmental goals, organize and execute departmental affairs and projects, propose and secure grants and loans when opportunities arise, and assist in the preparation of the City’s capital facility plans.
  • Under the direction of the City Manager, prepare the preliminary annual city budget and make changes as directed. Publish the adopted annual budget and prepare the annual financial report.
  • Assist in the development of City policies and advocate support for the same. Negotiate policy disputes. Execute policy and administrative laws, rules, and directives.
  • Maintain affiliations with professional organizations related to the administration of municipal finance organizations.
  • Work with the State Auditor’s representatives and internal staff to help prepare an accurate state audit.
  • With professional integrity, establish and maintain appropriate and effective communication and work relationships with the City Manager, City Council, other City departments, as well as the general public, local, state, and federal agencies.

Qualifications

A Bachelor's degree in public administration, business administration, finance, accounting, or a related field is required, along with five (5) years or more of public sector financial management related experience, including supervision; any equivalent combination of experience, education, and training that would provide the level of knowledge and ability required for the position.

The successful candidate must possess, or have the ability to obtain, a Certified Public Financial Officer (CPFO) certification within two years of appointment. A master’s degree or CPA credential and experience working with elected officials and advanced governmental accounting, budgeting, and fiscal management is preferred.

The work environment conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Most work is typically performed in an office environment with occasional work performed in an outdoor environment.

Compensation

Compensation details: . .4 Yearly Salary

The salary range listed reflects the 2026 pay schedule.

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Partner - Technology Enabled Finance Transformation
CrossCountry Consulting
chicago, il
Compensation: 125.000 - 150.000

Partner - Technology Enabled Finance Transformation

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000’s Fastest Growing Companies and Glassdoor’s Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our premier clients. You’ll bring your first‑hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and drive value creation. As a Partner at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development/account management, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team.

What You’ll Lead

  • As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise‑wide change within the Office of the CFO. You will shape and deliver high‑impact, holistic solutions that span finance strategy, process optimization, technology enablement, system advisory and selection, and organizational design. Success in this role will require close collaboration with other service lines to deliver fully integrated outcomes for our clients.

Practice Leadership

  • Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan.
  • Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities.
  • Create delivery methodologies and new service offerings.
  • Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
  • Provide coaching, mentorship, and professional development opportunities for team members.
  • Actively participate in recruiting and retention efforts to attract and retain top talent.
  • Contribute thought leadership through case studies, white papers, and market‑facing content.
  • Develop new service offerings and delivery methodologies to meet evolving client needs.

Business Development

  • Originate and expand client relationships through strategic networking and market presence.
  • Market a full range of services to prospective clients, leveraging existing relationships and sector expertise.
  • Support the business development team with delivery insights and industry‑specific knowledge.
  • Foster a culture of growth and business development across the practice.
  • Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums.

Technical Delivery

  • Own the strategic direction and execution of multi‑dimensional transformation initiatives across finance and accounting functions.
  • Build and maintain trusted relationships with the C‑suite (including CFOs, CIOs, CROs, and CHROs) regularly engaging with front‑office leaders to solve complex, enterprise‑wide challenges.
  • Lead teams that diagnose complex business challenges and architect future‑ready solutions across Lead‑to‑Cash, Record‑to‑Report, Planning and Analytics, and Procure‑to‑Pay processes.
  • Contribute to developing and implementing firm‑approved, AI‑enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
  • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
  • Design and implement scalable integration playbooks to support technology implementations and process improvement.
  • Facilitate executive workshops, define strategic roadmaps, and accelerate time‑to‑value through agile delivery models.
  • Leverage cutting‑edge finance technologies and data analytics to drive automation, insight, and performance.
  • Expand client relationships by delivering exceptional outcomes and identifying cross‑selling opportunities.
  • Inspire high‑performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth.
  • Identify emerging market needs, contribute to strategic planning, and support investment decisions.

What You’ll Bring

  • Consistent success in building and developing strong client relationships.
  • Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings.
  • 15+ years of professional services experience with a proven track record of delivering business transformation, ideally within a consulting environment focused on CFO advisory or enterprise transformation.
  • Deep expertise in finance transformation across strategy, process, technology, and organizational design.
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation.
  • Continuous learning mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
  • Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders.
  • Familiarity with agile delivery methodologies and design thinking principles.
  • Bachelor’s degree in Finance, Business Administration or related field; MBA, CPA, CFA, or CSM strongly preferred.

Compensation

For applicants located in Chicago, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $275,000 – 450,000 per year plus annual bonus and additional benefits.

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well‑being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site:

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Seniority Level

Executive

Employment Type

Full‑time

Job Function

Information Technology, Accounting/Auditing, and Business Development

Industries

Business Consulting and Services and Accounting

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Assistant Controller
Human Rights Watch
workfromhome, dc
Compensation: 125.000 - 150.000

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Human Rights Watch ("HRW") is seeking an Assistant Controller for its Finance Division. The Assistant Controller will assist the Global Controller of Finance Division to ensure the highest standards of designing, developing, and implementing the division’s strategy. The Assistant Controller will also liaise with other parts of the organization to ensure the content supports the work of the organization and help manage the division.

This role is responsible for leading the preparation, review, and reconciliation of financial statements across multiple regions, ensuring accuracy and compliance with U.S. GAAP, IFRS, and local accounting standards. The position also oversees global payroll and intercompany transactions, while serving as a key point of contact for internal and external audits worldwide. The ideal candidate will bring deep technical accounting expertise, strong leadership skills, and a proven ability to operate effectively in a complex, multinational environment.

This position reports to the Global Controller of the Finance Division based in Washington, DC. This is a full‑time remote position and will be based in New York or Washington DC. In‑office attendance is required once every six weeks.

Responsibilities

  • Partner with the Global Controller to design, develop and implement strategies, and set priorities for multiple units and teams;
  • Innovate and lead the new opportunities, initiatives, and areas of interest for the department that will achieve strategic goals;
  • Support system enhancements, policy development, and process improvements to optimize financial operations as assigned by leadership;
  • Assist the Global Controller in leading the division and assume duties in the absence of the Director;
  • Interact and partner regularly with HRW staff across all departments to ensure effective organization‑wide coordination and delivery of activities, processes, and outcomes;
  • Lead the preparation, review, and reconciliation of financial statements for global operations, ensuring accuracy and compliance with U.S. GAAP, IFRS, and local accounting standards;
  • Oversee global payroll processing and manage inter-company transactions, ensuring timely execution, accuracy, and regulatory compliance across all regions;
  • Lead and coordinate external and internal audits for multiple regions, maintain strong internal controls, and ensure timely resolution of audit issues;
  • Provide accounting guidance and support to global teams, ensuring consistency in financial reporting and adherence to regulatory requirements;
  • Prepare comprehensive board reports and assist with regulatory filings, such as IRS Form 990, to support executive decision‑making and compliance;
  • Assist the Global Controller in regularly monitoring the budget and ensuring that resources are allocated appropriately;
  • Assist the Global Controller in leading the division’s hiring process;
  • Oversee, recruit, train, and supervise the US Payroll Manager and Reporting Accountant in alignment with organizational expectations, and
  • Perform additional responsibilities as required.

Qualifications

Education: A bachelor’s degree or equivalent work experience in accounting, business administration, or a related field is required.

Experience: A minimum of ten years of relevant work experience is required, preferably within a global, large‑scale, diverse, and dynamic mission‑driven organization operating internationally.

Required Skills and Knowledge

  • Ability to process, reconcile, and report on multi‑location payroll is required.
  • Solid experience with general accounting and bookkeeping is required.
  • Strong computer knowledge including advanced skills with Microsoft Excel and a highly developed understanding of spreadsheet and database systems are required.
  • Excellent time‑management skills, strong attention to detail, ability to prioritize tasks, and ability to work independently with minimal supervision, as well as function as a member of a team are required.
  • Strong interpersonal skills and ability to communicate with all levels of staff in order to work collaboratively within HRW are required.
  • Ability to work with staff in remote locations and experience working in a diverse and multinational environment is required.
  • Capacity to appropriately plan and manage multiple, sometimes competing demands efficiently in a challenging, fast‑paced environment is required.
  • Strong analytical skills and ability to solve problems creatively are required.
  • Strong oral and written communications skills in English are required.
  • Prior experience with nonprofit software such as NetSuite and third‑party payroll software such as UKG is highly desirable.
  • Prior experience working in nonprofit/NGO global accounting operation required.
  • Lead, motivate, and mentor direct reports, including communicating clear expectations, setting performance objectives, providing regular and timely constructive feedback, and offering guidance on professional growth.
  • Participate in budgeting and strategic planning for one’s team, managing associated risks and identifying opportunities.

Other: Applicants must possess work authorization to live and work in the US. HRW is unable to provide sponsorship for work authorization for this role.

Salary and Benefits

HRW seeks exceptional applicants and offers competitive compensation and employer‑paid benefits. The salary range for this position if based in the US is USD 121,000 – 133,250.

How to Apply

Please apply by January 6, 2026 by visiting our online job portal at careers.hrw.org and attaching a cover letter and resume, preferably in PDF format. No calls or email inquiries, please. Only complete applications will be reviewed, and only shortlisted candidates will be contacted.

If you are experiencing technical difficulties with your application submission or require a disability related accommodation, please email Due to the large response, application submissions via email will not be accepted and inquiries regarding the status of applications will go unanswered.

Human Rights Watch is strong because it is diverse. We actively seek a diverse applicant pool and encourage candidates of all backgrounds to apply. Human Rights Watch does not discriminate on the basis of disability, age, gender identity and expression, national origin, race and ethnicity, religious beliefs, sexual orientation, or criminal record. We welcome all kinds of diversity. Our employees include people who are parents and nonparents, the self‑taught and university educated, and from a wide span of socio‑economic backgrounds and perspectives on the world. Human Rights Watch is an equal opportunity employer.

Human Rights Watch is an international human rights monitoring and advocacy organization known for its in‑depth investigations, its incisive and timely reporting, its innovative and high‑profile advocacy campaigns, and its success in changing the human rights‑related policies and practices of influential governments and international institutions.

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New York Workers' Compensation Report Reviewer / Quality Analyst
Dane Street
workfromhome, dc
Compensation: 125.000 - 150.000

New York Workers' Compensation Report Reviewer / Quality Analyst

Join to apply for the New York Workers' Compensation Report Reviewer / Quality Analyst role at Dane Street .

5 days ago Be among the first 25 applicants

Job Summary

The New York Workers' Compensation Quality Analyst is responsible for managing the various aspects of the medical file review process. They will review the completed referral to ensure client questions have been addressed appropriately and review the completed report for accuracy, ensuring client and department standards have been met.

Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results.

Major Duties & Responsibilities

Quality Audits

  • Reviews reports accompanying medical records to ensure that the report is complete and that all questions posed by the client have been addressed.
  • Follows up with the reviewer with any additional questions or clarifications needs.
  • Follows up with the client should there be any additional questions.
  • Updates clients frequently on referral progress.
  • Ensures the report is grammatically correct with no spelling errors.
  • Ensures each referral adheres to the QA checklist prior to the completion.
  • Formats reports for approval.

Communication

  • Communicates clearly and concisely between the customer, reviewer, and Operations team.
  • Must confidently speak with physicians and clients regarding the content of their peer reviews.

Other duties & special projects, as assigned and based on business needs.

Requirements

Education/Credentials

An Associate’s Degree or Bachelor’s Degree is preferred.

Job Relevant Experience

Business experience in a healthcare and/or insurance setting is preferred.

Working with technology based processes within the business environment.

Job Related Skills/Competencies

Present exceptional communication skills with a clear understanding of company business lines. The ability to apply critical thinking, manage time efficiently and meet specific deadlines. Computer literacy and typing skills are essential.

Working Conditions/Physical Demands

Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work.

Work From Home Technical Requirements

Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement of all work from home position.

This job description is subject to change at any time.

Benefits

Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short‑term disability, and long‑term disability coverage at no cost. Our generous paid time‑off policy ensures you have time to relax and recharge, while our 401(k) plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.

About Dane Street

A fast‑paced, Inc. 500 Company with a high‑performance culture, seeking insightful forward‑thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers; Third‑Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

Seniority level

  • Entry level

Employment type

  • Full‑time

Job function

  • Human Resources

Industries

  • Insurance

Referrals increase your chances of interviewing at Dane Street by 2x.

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Payments Product Analyst
Talent Groups
chicago, il
Compensation: 125.000 - 150.000

Senior Technical Recruiter at Talent Group

Seeking a Payments Product Analyst to lead strategy and performance for payments products. This role drives product enhancements, analyzes data to solve business challenges, partners with IT and business teams, and manages risk to improve customer outcomes and profitability.

Base pay range

$58.00/hr - $58.00/hr

Senior level

  • Mid‑Senior level

Employment type

  • Contract

Job function

  • Finance and Product Management

Industries

  • Investment Banking, Banking, and Financial Services

Location

Chicago, IL

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Top Secret Cleared Local Remote Portfolio, Program, and Project Analyst (PPPA)
Talent Acquisition Concepts
workfromhome, dc
Compensation: 125.000 - 150.000

What does a typical day look like for the Portfolio, Program, and Project Analyst?

  • Assisting with the development and administration of RDT&E contracts, including tasks such as the development of solicitation material, administration of source selection reviews, and assessing technical solutions.
  • Monitoring project performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks.
  • Maintaining and monitoring program budgets to include gathering and reviewing monthly reporting information from project/program performers and developing budget execution plans.
  • Organizing, directing, and coordinating planning and production of all activities associated with assigned task order projects.
  • Providing support to Portfolio and Program Managers in their continued engagement with DHS S&T customers on the receipt, prioritization, and regular reporting of their operational capability gaps.
  • Providing data collection and analyses of user requirements and of existing and emerging systems, capabilities, and technologies.
  • Performing routine tasks including, but not limited to, scheduling, writing internal memos, maintaining and updating Program Management records, filing, intranet website maintenance, preparing and reviewing presentations, records maintenance, and coordinating daily operations of the assigned program.
  • Assisting with planning technology transitions to the respective operational customer.
  • Attending meetings, workshops, conferences, and program reviews at the direction of the program or project manager to provide a programmatic and technical review, record meeting minutes, and contribute to the program management dialogue with performers.
  • Providing assistance in managing and responding to program-aligned S&T Executive Secretary data calls, compiling information, and preparing information for reporting to senior leadership.
  • Supporting the identification, assessment, evaluation, and testing of existing and emerging technologies, systems, and capabilities, including coordination with related government, academic, and industry programs; attending meetings and symposia; coordinating meetings and program reviews, and supporting program advocacy including development and production of presentation materials.

What qualifications do you look for?

  • Must Have An Active Secret Clearance.
  • A Bachelor’s degree.
  • 5 years of experience.
  • Applicants selected must Possess a current Top Secret Security Clearance and be eligible to receive DHS Suitability.
  • Demonstrated proficiency in providing program management and analytical support to programs and projects serving DHS Mission Areas such as Physical and Cyber Security, Border & Immigration Enforcement, and Infrastructure Protection.
  • Experience monitoring project development performance and reviewing deliverables to ensure technical, programmatic, and financial goals and objectives are met and identify possible program risks.
  • Excellent communication, collaboration, and presentation skills. Proven results-oriented problem-solving abilities. Experience with presentation graphics and/or spreadsheet tools.
  • Experience providing guidance, feedback, and consulting services to federal program managers.
  • Ability to work in a dynamic team-oriented environment, demonstrate teamwork and initiative, and function productively in the face of new assignments and the re-prioritization of existing assignments.
  • Experience providing program and/or project management support on research and development contracts.
  • Experience facilitating the resolution of customer requirements, including helping to identify and document capability gaps, formulate and develop technological solutions, and participate in and contribute to strategic discussions.
  • Experience preparing and reviewing presentations, reports, project schedules, and weekly status inputs.
  • Experience supporting the development and production of architectures, organizational charts, and operations plans and procedures, including program Standard Operating Procedures.
  • Experience supporting DHS components and agencies either operationally or through project management.
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Director, Financial Planning & Analysis
Veracity Software Inc
ga
Compensation: 125.000 - 150.000

Position: 1 Direct Hire - Onsite

Location: Atlanta, GA (30309)

Schedule: Monday - Friday | 9:00 AM - 5:00 PM ET

Industry: Financial Services / Insurance

Category: Finance / Accounting / Leadership

Role Summary

We are seeking a Director of Financial Planning & Analysis (FP&A) to lead financial reporting, forecasting, and strategic financial initiatives for a fast‑growing organization. This role partners closely with the CFO, finance and accounting teams, and senior leadership to ensure alignment on corporate goals, cash flow management, capital deployment, and expense management.

Key Responsibilities

  • Financial Reporting & Compliance: Lead the financial reporting function, ensure compliance with GAAP and special‑purpose accounting principles, oversee preparation and filing of quarterly and annual financial statements, stay current on emerging accounting and reporting standards, assist with internal and external audit requests.
  • FP&A Leadership & Strategic Partnership: Serve as a strategic partner to executives and department leaders; support budgeting, forecasting, and variance analysis; analyze trends and financial results to support decision‑making; support the CFO in preparing board financial packages and ad‑hoc presentations.
  • Systems, Process & Technology Improvement: Lead initiatives to enhance financial reporting technology; expand and optimize use of Planful, Blackline, and other reporting systems; evaluate and implement new tools to streamline reporting and analysis; support implementation of new partners and sales channels.
  • Cross‑Functional Collaboration & Guidance: Collaborate with cross‑functional teams to gather and analyze financial data; provide technical accounting guidance on complex transactions; partner with legal and compliance teams to ensure accurate disclosures; ensure consistency and accuracy of financial information across the organization.

Qualifications

  • Bachelor’s degree in Accounting or Finance.
  • FP&A management experience in a fast‑paced environment.
  • Strong technical accounting background.
  • Advanced Excel proficiency.
  • Excellent analytical and problem‑solving skills.
  • Strong communication skills with ability to explain complex financial topics.
  • Ability to manage multiple priorities and meet deadlines.

What We Are Looking For

  • Strategic finance leader with strong FP&A and reporting expertise.
  • Hands‑on leader who can own details while driving big‑picture insights.
  • Strong business partner to executive leadership.
  • Comfort operating in a fast‑paced, evolving organization.
  • High integrity, self‑motivated, and results‑driven mindset.

This is a 100% onsite role in Atlanta, GA.

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Senior Tax Accountant
Aspire Professional Talent Solutions
chicago, il
Compensation: 125.000 - 150.000

Pay Range

$85,000.00/yr – $100,000.00/yr

We are partnering with a respected professional services organization in Chicago to help them hire a Senior Tax Accountant to join their in‑house tax team.

This opportunity is ideal for a tax professional currently in public accounting who is considering a long‑term transition into industry, especially with busy season approaching.

Why This Role

  • True 40‑hour workweek (no busy season hours)
  • Stable, long‑term industry position
  • Highly visible role within a collaborative accounting & finance organization
  • Opportunity to mentor junior staff and grow into increased responsibility
  • Competitive compensation, annual bonus, and strong benefits

The Role

The Tax Senior will support income and state tax compliance and work closely with internal teams and external tax advisors. This role plays a key part in ensuring accuracy, timeliness, and strong communication across the organization.

Responsibilities

  • Reviewing tax workpapers and returns prepared by third‑party firms
  • Managing tax filing calendars and ensuring deadlines are met
  • Supporting state and local tax filings (income, sales/use, property tax)
  • Reviewing depreciation and related schedules
  • Partnering cross‑functionally with Accounting and Finance teams
  • Mentoring and reviewing work of junior staff
  • Responding to tax notices and internal inquiries

Qualifications

  • 3–6+ years of tax experience, ideally from public accounting
  • CPA or CPA‑track preferred
  • Strong organizational skills and attention to detail
  • Confident communicator who can work across teams and with leadership

Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)

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Financial Advisor
BMO U.S.
san jose, ca
Compensation: 125.000 - 150.000

Financial Advisor – BMO U.S.

Apply now for the Financial Advisor role at BMO U.S.

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services (mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.

Responsibilities

  • Supports achievement of sales and performance targets for new asset sales, joint appointments, fee‑based sales, and financial planning.
  • Implements business development strategies to acquire new business (outbound calling campaigns, seminars) and cultivate branch employee referrals.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
  • Implements a relationship management plan in collaboration with the lead relationship manager.
  • Determines client needs and provides solutions through the sales of managed products and services.
  • Develops solutions and makes recommendations based on an understanding of business strategy and stakeholder needs.
  • Provides advice and guidance to the assigned business/group on implementation of solutions.
  • Supports execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Coordinates and executes specific activities for implementation of strategic initiatives, including tracking metrics and milestones.
  • Manages databases and provides support for analysis, forecasting, and data visualization, ensuring compliance with data governance standards.
  • Breaks down strategic problems, analyzes data and information to provide insights and recommendations.
  • Monitors and tracks performance and addresses any issues.
  • Designs and produces regular and ad ‑hoc reports and dashboards.
  • Builds change‑management plans and leads or participates in change‑management activities (readiness assessments, planning, stakeholder management, execution, evaluation, sustainment).
  • Leads or participates in defining the communication plan to influence behavior, develops tailored messaging, and identifies appropriate distribution channels.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Identifies business needs, designs and develops tools and training programs, and may deliver training to audiences.
  • Employs systems (customized exception reports, tracking reports, etc.) to manage information.
  • Integrates information from multiple sources to enable efficient processes, enhanced analysis, and streamlined reporting.
  • Supports the development and promotion of a business/group program.
  • Works collaboratively and in partnership with the client‑relationship team to apply a consultative sales process and continually enhance the client experience.
  • Introduces clients to investment strategies and works with clients to develop a financial plan using appropriate guidance tools.
  • Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
  • Coaches and advises others on the team through joint appointments and sharing product knowledge and sales tips.
  • Builds effective relationships with internal and external stakeholders.
  • Ensures alignment among stakeholders.
  • Follows risk and compliance processes and policies to safeguard customers’ assets, maintain their privacy, act in their best interests, and ensure effective operation of the function.
  • Protects the bank’s assets and complies with all regulatory, legal, and ethical requirements.
  • Identifies and recommends ways to enhance the client experience.
  • The focus is primarily on business/group within BMO; may also have a broader, enterprise‑wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within defined rules.
  • Works independently on a wide range of complex tasks, including unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications

  • Typically 4–6 years of relevant experience and a post‑secondary degree in a related field or an equivalent combination of education and experience.
  • FINRA Series 6, 63 & 65 licenses OR FINRA Series 7 & 66 licenses.
  • Life and Health Insurance Producer’s License.
  • Completed LTC Continuing Education Requirements.
  • Strong working knowledge of the financial industry.
  • In‑depth experience working with managed products and providing fee‑based advice.
  • In‑depth understanding of deposit and loan (including mortgage) products and banking services.
  • Technical proficiency gained through education and/or business experience.
  • Excellent verbal and written communication skills.
  • Strong collaboration and team skills.
  • Advanced analytical and problem‑solving skills.
  • Advanced influence skills.
  • Data‑driven decision making.

Salary

$69,000.00 – $127,800.00 (Salaried & Commission). Salaries vary based on location, skills, experience, education, and qualifications for the role and may include a commission structure.

Benefits

BMO provides health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other perks and rewards. For more details, see Total Rewards .

About BMO

At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities, and people by working together, innovating and pushing boundaries. As a member of the BMO team you are valued, respected and heard, and you have many opportunities to grow and make an impact from day one.

Equal Opportunity Employer

BMO is an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.

BMO is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email

Job Details

Seniority level: Not applicable

Employment type: Full‑time

Job function: Finance and Sales

Industry: Banking

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Tax Expert
Intuit
boston, ma
Compensation: 125.000 - 150.000

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

About The Role

In this role, you will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires on‑site presence at a TurboTax location in the United States on a seasonal basis.

What You’ll Do

  • Provide Tax Expertise — Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
  • Be a Proactive Community Ambassador — Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
  • Educate and Communicate Confidently — Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships — Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
  • Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Who You Are

  • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230.
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
  • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
  • Bilingual (English/Spanish) communication skills are a plus.
  • Experience in holistic tax advisory services beyond tax filing.

Attributes & Skills

  • Passionate about empowering customers and helping them overcome the complexities of taxation.
  • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
  • Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
  • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
  • Strong verbal and written communication skills.
  • Ability to work in a fast‑paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements

  • Must reside within the United States.
  • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.

Compensation

Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position is:

  • Bay Area, California: $30.60 - $36.10 per hour
  • Southern California: $30.60 - $36.10 per hour
  • Colorado: $29.20 - $34.50 per hour
  • Hawaii: $30.60 - $36.10 per hour
  • Illinois: $29.20 - $34.50 per hour
  • Maryland: $29.20 - $34.50 per hour
  • Massachusetts: $30.60 - $36.10 per hour
  • Minnesota: $26.20 - $30.90 per hour
  • New Jersey: $30.60 - $36.10 per hour
  • New York: $30.60 - $36.10 per hour
  • Ohio: $26.20 - $30.90 per hour
  • Vermont: $29.20 - $34.50 per hour
  • Washington: $30.60 - $36.10 per hour
  • Washington, D.C.: $29.20 - $34.50 per hour

This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Seniority Level

  • Entry level

Employment Type

  • Part‑time

Job Function

  • Accounting / Auditing and Finance

Industries

  • Software Development

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