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Accredited seeks a Finance Director, Reinsurance in New York to oversee financial oversight across the MGA program business and reinsurance portfolio. The role ensures sound financials, appropriate collateral, accurate forecasting, and alignment with risk appetite and strategy.

Responsibilities include senior leadership collaboration, collateral governance, Schedule F and quarterly reports, and strategic financial guidance to executives. Hybrid work expectations may apply.

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About the Team and Position

Infrastructure Finance group is responsible for credit analysis/approvals and portfolio management of credits in several sectors including digital infrastructure; oil and gas; power and transmission; renewable energy, transportation; and water and wastewater. This position provides (i) a great opportunity to cover challenging credits in the Infrastructure Finance space, (ii) exposure to a variety of industries/sectors iii) strong visibility with senior and executive management, and (iv) exciting career growth prospects.

Responsibilities

• Reviews/assesses credit applications.
• Provides effective analysis of credit including, financial structure, risk return, collateral risk profile, and identification of key transaction risks.
• Creates various types of projection/recovery/other financial models, commenting on the reasonableness of assumptions in both management’s and Mizuho’s sensitivity cases.
• Compares the prospective transaction to its peers and industry trends.
• Prepares accurate, clear, well-organized and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline.
• Presents credit approval recommendations to senior management.
• Thoroughly analyzes and recommends appropriate Borrower exposure to maximize risk return.
• Recommends appropriate risk rating for each customer/transaction as required.
• If required, directly engage in external meetings/presentations/events with syndicate banks, rating agencies, clients, law firms and other related parties, in co-ordination with coverage bankers, other product partners and Mizuho affiliates.
• Proactively monitors and assesses assigned borrowers/industries or other appropriate indices and reports the information and its impact on credits/industries to Senior Management in a timely manner.
• Acts as liaison between other Credit Departments and senior management regarding issues related to credit applications, monitoring, analysis, standards and policies.

Qualifications

• Proven credit analysis skills and related knowledge: Demonstrates in-depth knowledge of the structure and information on key players within Infrastructure and structured finance markets.
• Exhibits a capacity to analyze the underlying credit trends and financial structures, including the competence to accurately assess credit migration trends and default possibility of the borrowers.
• Demonstrates credit skills/ability to accurately identify and evaluate underlying risk elements of the borrowers.
• Aptitude to write well organized, accurate and in-depth reports based on information gathered and transaction risk analysis.
• Strong multitasking ability to proactively monitor on an on-going basis to detect potential credit problems at an early stage.
• Education / Other skills: Undergraduate degree in Accounting, Business, Finance or Economics or strong quantitative background. MBA or CFA is desired.
• An open mind, willing to learn new skills
• Solid time management skills.
• Ability to plan and schedule work to meet both long term and short term time frames.
• Consistently demonstrates effective negotiation, verbal and written communication skills.
• Ability to present credit package to decision maker.
• Excellent interpersonal skills.
• Capable of working well independently and in teams.
• Effectively analyzes and solves problems/issues.
• Proficiency with Capital IQ, Bloomberg, MS Excel, Word and PowerPoint.
• Formalized credit training from an accredited financial institution (5+ years’ experience) and proficient financial modeling skills.

Salary

The expected base salary ranges from $152,500 - $185,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

Benefits

• Medical, Dental and 401K plans
• discretionary bonus

Hybrid Working Program

#LI-Hybrid Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.

Company Overview

Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit Mizuho Americas offers a competitive total rewards package.

EEO Statement

We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.

Why Mizuho

#LI-MIZUHO Why Mizuho Mizuho is in growth mode as we are climbing the league tables, disrupting the status quo, and attracting top talent. Positions are available across our corporate functions, and on our corporate and investment banking, capital markets, advisory, research, sales & trading, derivatives, and financing teams. We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.

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## Finance DirectorApplylocations: USA TX Houston - 1360 Post Oak Blvdtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle# **Job Description****Job Summary**Collects, analyzes, monitors, and reports on the organization’s financial matters, managing and ensuring compliance with the organization’s financial policies, professional standards and all laws. Responsible for overseeing key accounting and financial reporting functions for the organization, ensuring compliance with accounting principles or financial reporting standards.### ### **Job Responsibilities*** Responsible for the direct management of several key accounting and reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; and compliance with contractual documents and government regulations* Ensures that the Company has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits* Provides leadership and direction through managers, supervisors and/or individual contributors* Accountable for the performance and results of a function/sub-function, division/region* Executes business plans and contributes to the development of business strategy* Decisions are guided by business unit or regional strategy and priorities* Applies broad industry knowledge and business acumen to drive financial performance* Has broad impact on the functional, divisional or regional results* Directs the resolution of highly complex or unusual business problems applying advanced critical thinking* Persuades and negotiates with senior leaders across the business* Leads through subordinate managers; contributes to the development of functional/ operational long-term strategy and develops annual business plans to ensure alignment**Education*** Bachelor's degree in relevant field preferred**Experience*** Typically requires 10+ years of related work experience in insurance, mortgage, lending, or real estate industriesEqual Employment Opportunity EmployerStewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at **Benefits**Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.### About UsStewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That’s why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business.
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Pivot Energy is seeking a Director of Operational Finance to bridge corporate FP&A and operations, owning the flow of cost insights and project metrics from development through asset management into planning and reporting.

You will establish financial governance across portfolios, drive cost controls, and translate operational realities into actionable financial insights for executives. This is a hands-on leadership role requiring influence across multiple functions.

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About Qualitate

Qualitate is building the AI-native primary intelligence platform for enterprises, investment firms, and asset managers. We automate the entire primary research workflow, from study design and expert recruitment through AI-moderated interviews and insight synthesis - replacing weeks of manual research with hours of high-signal output.

Expert research is a broken industry dominated by legacy incumbents with expensive, manual, and slow services. Product teams, strategy teams, research teams, and investors spend hundreds of hours coordinating intermediaries, scheduling expert calls, and synthesizing insights across fragmented providers. The process takes weeks to produce short‑lived intelligence.

Qualitate transforms this workflow by autonomously conducting expert discussions at scale using AI. Qualitate’s AI Moderator interviews thousands of experts simultaneously each month, capturing forward‑looking purchasing plans, competitive displacement, and real‑time ROI signals. The platform turns these interviews into quantified, time‑series outputs tracking over 10,000 public and private companies, queryable instantly in natural language.

Our customers include some of the world’s largest enterprises, hedge funds, PE firms, credit investors, and venture capital firms. We’re growing fast, and our Head of Sales is one of the most consequential hires we’ll make this year.

The Role

You’ll own sales at Qualitate from day one. You’re taking the handoff from our founder, stepping into a working motion with AEs already above quota, and will help keep us on our current hyper‑growth scaling trajectory. You’ll call the number, build the playbook for the next stage, hire and ramp the next wave of AEs, and own the rhythm of the entire revenue org. You’ll be a close strategic partner to our CEO, in front of our biggest customers, and help us grow our sales team from 4 to 15 over the next 12 months.

What the day‑to‑day looks like:

• Revenue ownership. You will own the number, set quotas, call the forecast, and be accountable for hitting it.

• Sales motion and playbook. Help build out qualification criteria, sales process, and enablement to ensure we can scale with limited friction from 4 to 40 reps + front‑line managers.

• Team building. Hire and ramp the next wave of AEs, with new reps to productivity in under 90 days.

• Pipeline and operating cadence. Run weekly pipeline reviews, deal reviews, and coaching cadences. Build the muscle of a high‑performing sales org.

• Cross‑functional partnership. Own the product‑sales feedback loop. Partner with marketing on pipeline generation and messaging. Tighten alignment with post‑sales to deliver against customer expectations.

Who This Role Is For

• Track record of promotions. You’ve been promoted consistently throughout your career. You’re on a sales leadership track at a high‑growth company and ready to build up from the foundation at a hyper‑growth startup.

• High‑growth company background required. You’ve led teams through the hyper‑growth phase of the startup journey. GTM maturity, ARR, and team size where we are today through where we want to be in the next 2–3 years, and thrived in environments with limited resources and infrastructure.

• Comparable ACV and sales cycle. You’ve sold mid‑market and enterprise deals, as low as $50k up to $1M ACV, with 30–120 day sales cycles. Selling to large technology companies and/or financial services buyers is a strong plus.

• Hands‑on playbook builder. You’ve personally built ICP definitions, qualification criteria, comp structures, and onboarding programs.

• Lead from the front. You’re an excellent seller. You’re willing and proud to jump into deals, help reps close, and show the team what excellence looks like,

• Comfortable with chaos. You’ve operated in early‑stage or high‑growth environments and thrived. You communicate proactively, flag problems early, and don’t need to be managed closely.

What Sets You Apart

• Direct experience selling to large tech enterprises and/or investment firms.
• You’ve been an early sales leader at a company that scaled through $5-50M+ ARR and saw firsthand what good looks like.
• Experience building or owning a pipeline generation function, with a clear point of view on how AI is reshaping outbound today.
• Strong cross‑functional partnership experience, especially with product and marketing.
• Bonus if you’ve hired and developed a front‑line sales manager into the role.

Compensation & Benefits

• Compensation. Top of market compensation. Base + Variable comp + Equity.

• Benefits. Health coverage, flexible PTO, paid holidays.

• Location. Full‑time, in‑person in New York City.

What to expect working at Qualitate

• Excellence. You’ll be held accountable to an exceptionally high bar and impact

• High velocity. Fast paced work environment in terms of growth, decision making, and time to impact

• High agency. Ownership over how you work, not just what you work on. We hire people we trust to figure it out.

• A builder’s mindset. You'll create the processes, playbooks, and systems that define how this company scales.

• Shared ambition. A small, early team disrupting the multi‑billion dollar market research industry with AI.

• Joy. We work hard and genuinely enjoy working with each other. Dedication to our work is matched only by our passion for fostering an enjoyable, collaborative work environment.

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Velaura in Santa Clara, CA is seeking an experienced Director of Finance to lead financial strategy and operations for a high-tech hardware startup. This hands-on role requires 10-15 years in finance leadership, strong GAAP expertise, and a track record of building scalable finance processes in fast-paced environments.

You will mentor a small team and partner with executive leadership to drive profitability and growth.

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Servpro Team Zubricki - Evergreen Park/South Chicago

Director of Financial Planning & Analysis

The Director of Financial Planning & Analysis is responsible for financial planning and analysis, business analytics, project profitability review, budgeting and forecasting, financial reporting analysis , and risk / compliance (e.g. insurance, documentation ).

This role partners with ownership, executive management, operations leadership, project managers, and the accounting team to provide actionable financial insights, support strategic decision-making, and improve profitability across the organization.

The position combines financial leadership, analytical expertise, and accounting knowledge to support organizational growth, performance, and compliance across multiple entities and franchise licenses.

Primary Responsibilities

Financial Planning & Analysis:

• Develop, maintain, and report on financial metrics, dashboards, KPIs, and business analytics.
• Review and analysis of financial statements, budgets, forecasts, and operating results to identify trends, variances, risks, and opportunities.
• Review key balance sheet and income statement trends and coordinate follow-up with accounting team and operations teams as needed.
• Review month-end financial results and partner with the Controller to ensure timely completion of the close process.
• Analyze intercompany processing and reporting, shared cost allocations, and segment profitability to support management decisions.

Reconstruction / Project Accounting and Analysis:

• Develop and maintain clear, analytically useful Reconstruction P&L reporting, distinct from the overall company P&L.
• Review and analyze each MMO’s Reconstruction P&L on a monthly basis to ensure accuracy, consistency, and to evaluate profitability, trends, variances, and performance against budget.
• Determine breakeven levels, contribution margin targets, and profitability benchmarks for each MMO's Reconstruction department.
• Evaluate Construction Project Managers’ financial performance by analyzing job volume, job size, profitability, billing, collections, backlog, and budget-to-actual results.
• Develop, implement, and continuously improve financial reporting, project profitability dashboards, and management analytics to support the successful growth of the Reconstruction department across all SERVPRO Team Zubricki franchises.
• Assist Controller in developing project budgets, job costing standards, profitability trends, and financial review procedures to ensure reconstruction projects are run efficiently and profitably.
• Review of job costing, preparation and review of WIP schedule, proper revenue recognition, and margin trends for Reconstruction projects and identify matters requiring follow-up.
• Partner with Operations, Reconstruction leadership, and project managers to identify financial risks, cost overruns, billing issues, and opportunities for improved profitability.
• Provide clear and actionable financial reporting and insights to ownership and leadership to support decision-making.
• Review and evaluate subcontractor budget performance, cost trends, and margin impact by project and project manager.
• Analyze vendor and material cost trends, including major spend categories such as Home Depot, Lowe's, cabinetry, flooring, carpentry, and other project-related costs.

Financial Reporting

• Manage assigned month-end closing procedures to ensure financials are completed timely and accurately, including review with Ownership, the Controller, and Operational Leaders.
• Oversee key accounting functions as assigned and ensure the accuracy of financial information used for management reporting and analysis.
• Assist in managing the Accounts Payable team, with oversight of Subcontractors and Vendors’ compliance, and accurate project costs.
• Review balance sheet reconciliations as assigned, significant account activity, and critical estimates to identify unusual trends or unresolved matters.
• Support accurate and timely monthly, quarterly, and annual financial reporting.
• Assist with SERVPRO franchise accounting compliance and financial reporting requirements.
• Assist in maintaining accounting policies, reporting procedures, and internal controls across applicable entities.
• Coordinate with external accountants, auditors, lenders, advisors, and other third parties as needed.
• Assist management and the Controller with audit support, ad-hoc financial analysis, and special projects as needed.

Cross-Functional Leadership:

• Collaborate with accounting, operations, reconstruction, and project management teams to translate financial data into business actions.
• Facilitate with Controller recurring project financial review meetings and follow up on action items with leadership and Project Managers.

Budgeting & Forecasting

• Partner with Controller the support and development of budgets, rolling forecasts, department-level targets, and project-level financial plans.
• Manage and analyze cash flow forecasting, working capital trends, billing cadence, collections, and expected project cash requirements.
• Provide insights and recommendations based on financial analysis

Process Improvement:

• Evaluate current accounting, reporting, budgeting, and forecasting processes, recommending and implementing improvements for efficiency, visibility, and decision making.
• Partner with the Controller and Executive Leadership to improve reporting structure, data integrity, system workflows, and management dashboards.
• Participate in process changes with emphasis on reporting, analytics, and improved financial visibility.

Compliance:

• Ensure that all the business documentation required for filing annual reports, business licenses, etc. is completed timely and correctly.
• Assist Controller in compliance of insurances for all franchises/locations and help in completion of Insurance audits.
• -Ensure all proper documentation required (includes Subcontractor agreements, COI's, W-9's, etc.) for all franchises/locations is maintained and kept up to date.
• Other tasks as assigned by supervisor

Education and Experience Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 7+ years accounting experience, with experience in financial planning and analysis and business analytics
• 2+ years supervisory or management experience
• Franchise accounting experience (preferred)
• Project accounting experience (preferred)
• Proficiency in spreadsheets, databases, financial modeling, dashboards, financial reporting, etc.
• Thorough knowledge and demonstrated skills in financial reporting review, budgeting, forecasting, analytics, project profitability analysis, and management reporting
• Experience working in a changing and dynamic environment (preferred)
• Proficiency in accounting software and reporting tools (e.g. IES, QuickBooks online, Sage, other)
• Effective communication and interpersonal skills, including ability to explain financial results and business trends to non-accounting leaders and management

Normal Working Hours, Additional Working Hours, and Travel Requirements

This is a full-time position working between 7:00 a.m. and 5:00 p.m., Monday–Friday, 40 hours per week minimum and more during large loss/storm events and month end close.

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## Finance DirectorApplylocations: USA TX Houston - 1360 Post Oak Blvdtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about.More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle# **Job Description****Job Summary**Collects, analyzes, monitors, and reports on the organization’s financial matters, managing and ensuring compliance with the organization’s financial policies, professional standards and all laws. Responsible for overseeing key accounting and financial reporting functions for the organization, ensuring compliance with accounting principles or financial reporting standards.### ### **Job Responsibilities*** Responsible for the direct management of several key accounting and reporting functions within the organization, including budgeting, planning and forecasting; financial and regulatory reporting; internal controls and risk management; research and analysis; and compliance with contractual documents and government regulations* Ensures that the Company has the policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits* Provides leadership and direction through managers, supervisors and/or individual contributors* Accountable for the performance and results of a function/sub-function, division/region* Executes business plans and contributes to the development of business strategy* Decisions are guided by business unit or regional strategy and priorities* Applies broad industry knowledge and business acumen to drive financial performance* Has broad impact on the functional, divisional or regional results* Directs the resolution of highly complex or unusual business problems applying advanced critical thinking* Persuades and negotiates with senior leaders across the business* Leads through subordinate managers; contributes to the development of functional/ operational long-term strategy and develops annual business plans to ensure alignment**Education*** Bachelor's degree in relevant field preferred**Experience*** Typically requires 10+ years of related work experience in insurance, mortgage, lending, or real estate industriesEqual Employment Opportunity EmployerStewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at **Benefits**Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.### About UsStewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That’s why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business.
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What We're Looking For

At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have delivered solutions for some of the nation's largest and most complex infrastructure projects. As an employee-owned firm experiencing sustained growth, there has never been a more exciting time to help shape our future.

The West Division is entering an exciting new phase of profitable growth, creating a unique opportunity for a strategic and collaborative finance leader to help guide the business forward. As a key member of the Division Leadership Team, this role serves as both a trusted financial advisor and operational partner, working closely with office leaders and their teams across the division to drive financial performance, strengthen business operations, and cultivate a culture of accountability, excellence, and growth.

This position is ideal for a proven leader who is passionate about translating strategy into results, championing HNTB's best business practices, and developing high-performing teams. The successful candidate will combine strong financial acumen with business insight, helping leaders make informed decisions that advance growth while protecting and enhancing profitability. They will play a critical role in driving operational discipline, optimizing cash performance, supporting strategic investments, and fostering consistency and collaboration across the division.

Beyond financial leadership, this individual will help shape the future of the division by mentoring finance professionals, elevating business management capabilities, and creating an environment where people, projects, and offices can perform at their highest potential. This role requires a leader who thrives in a dynamic environment, embraces continuous improvement, and is energized by the opportunity to build, influence, and create lasting value for clients, employee-owners, and the firm.

Preferred primary work locations are: Los Angeles\Southern CA, Seattle\Bellevue, Salt Lake City or Denver.

What You’ll Do:

• Responsible for the preparation of the division’s annual business plan and operating budget (including quarterly forecasts). Works with office leadership to manage and coordinate the preparation of office level operating budgets in following the HNTB processes, providing key inputs and ideas. Collaborates with Division Presidents and/or Division Operations Officer in draft reviews and direction on alignment with division strategic plan. Actively participates in budget/forecast presentations to HNTB Corporation and/or Enterprise executive management. Responsible for reporting the business results of the division to corporate and meets regularly and collaboratively with Division Management Team to discuss business and operational issues and report on variances from budget along with other financial analysis. Supports the division from a training standpoint on the budgeting process and brings an analytical perspective to the review process. Works closely with the offices to ensure appropriate Revenue Labor Forecast is done throughout the planning cycle.

• Directs, leads and develops division finance and business professionals to support office, division and project teams. Establishes and maintains a business organization with skilled professionals and functional operational processes to support all business aspects of the division and projects. Includes oversight and management of hiring and attrition of staff, providing day-to-day guidance, support, training, career development and timely feedback. Maintains functional reporting and accountability to the office business managers and project finance staff. Provides oversight of project financial accounting for the division, including providing assistance and guidance to project management, project controls, divisions’ offices and senior management.

• Sets and drives the division’s strategic cash management goals. Ensure division meets/exceeds cash management goals and adheres to cash management policies and procedures. Manages cash by playing a principal role in the contracting process to ensure appropriate and profitable compensation and payment terms are included and strategically eliminate onerous terms and include accelerated payment terms. Supports should include financial review of contracts, JV partners, subcontractors, and vendors, performing a profitability or gross margin analysis to assess projected outcome and/or historical results. May include negotiations participation. Participates collections issues by interfacing with clients, offices, office leaders, business staff and project managers regularly, and analyzing actual cash flows to forecast and reporting deviations. Partner with Enterprise Operations Cash Management staff, Office Business Managers, and Project Managers for timely management, follow-up, status reporting, and resolution of cash collections and delinquent billings. Is the division liaison with Enterprise Cash organization and fosters a positive working relationship with the group to achieve collaborative results.

• Advises the division and office teams on strategies relating to all aspect of the business and operations and in solving complex issues. Provides leadership in developing best business practices in all functional areas within the divisions’ offices and monitors compliance with policies and procedures. Works with offices to provide training in various areas of project business management and operations management. Also, is a resource and may work on division and/or firm wide initiatives or projects in support of firm wide objectives.

• Serves in a fiduciary responsibility to the shareholders to protect the value of the firm and to ensure that new value is created. This includes ensuring that all division internal accounting, financial reporting and budgeting/forecasting is completed accurately, timely, efficiently and in accordance with GAAP, company policy and other legal requirements (FAR/CAS); including revenue recognition appropriateness, accuracy of backlog and reserves reporting; and accurate financials via timely job closings. Provides guidance and advises on direction in these areas to division and office leadership teams and to office and project finance staff.

• Involved in the strategic planning process, evaluation of investment opportunities, and involved in providing direction and participating in negotiations for operational contracts. liaison with corporate and involved in many strategic initiatives that supports the firm's growth and profit goal which would include due diligence of acquisitions, leading strategic projects like system conversions, new programs or initiatives, and integration of acquisitions.

• Performs other duties as assigned.

What You’ll Need:

• Bachelor’s Degree in Accounting, Business, Finance or relevant degree

• 10 years of relevant experience and 4 years of people management experience

• In lieu of education, 14 years of relevant experience and 4 years of people management experience

What You’ll Bring:

• Technical Excellence - Excellent financial forecasting skills. Proficient understanding of financial operating metrics and concepts. Understands how to develop, manage and maintain an annual operating budget. Understands project financial management and how that drives the business. Proficient in Microsoft Excel and Word.

• Vision- Able to determine the right ideas, sound strategic orientation, providing breakthrough ideas that position the firm for success now and in the future, and enlisting others by drawing on shared aspirations. Ability to effectively problem-solve independently.

• Positive – Constructively looks for ways to meet objectives. Approach begins with the desired outcome as a given. Has “Can do” enthusiasm toward assignments and challenges and confidence in others. Energetic, self-directed and success focused.

• Persuasive- Articulate, confident, clear and convincing in individual and group discussions and public presentations. Effective communication skills, written and verbal.

• Judgement – Able to assess people and situations, to accurately form opinions based on information, experience and inference. Makes effective decisions and follows through on them.

• Courage – Takes responsibility for their decisions and actions. Has the candor to be frank, honest and sincere with others while keeping the words free from bias, prejudice or malice. Ability to lead and influence without direct authority.

• Trusted – Honest, ethical, candid and fair. Acts at all times with integrity and explicitly avoids deception, duplicity or degrading behavior.

What We Prefer:

• Master’s Degree in Accounting, Business, Finance or relevant degree

• 15 years of relevant experience with 5 years in multi-disciplinary A&E environment

• In lieu of education, 21 years of relevant experience with 5 years focused on forecasting and financial modeling

Additional Information

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Locations:

Bellevue, WA (Seattle), Denver, CO, Las Vegas, NV (Via Austi Parkway), Los Angeles, CA (Figueroa Street), Oakland, CA, Ontario, CA, Salt Lake City, UT, San Diego, CA, San Francisco, CA, San Jose, CA, Santa Ana, CA (Irvine), Seattle, WA (Downtown)

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The approximate pay range for Los Angeles Metro Area and Orange County, CA is $207,686.38 - $331,758.78. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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The approximate pay range for the California San Francisco Bay Area is $225,746.07 - $360,607.36. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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The approximate pay range for San Diego, Sacramento and Inland Empire, CA is $198,656.54 - $317,334.48. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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The approximate pay range for Washington is $216,716.23 - $346,183.07. Please note that the pay range provided is a good faith estimate for the position based on all selected locations within the state at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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The approximate pay range for Colorado is $198,656.54 - $317,334.48. Please note that the pay range provided is a good faith estimate for the position based on all selected locations within the state at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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The anticipated last day to apply is 08/09/2027. Please note that the job may be unposted prior to this date if the job is filled or no longer a need.

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The approximate pay range for Nevada is $189,626.70 - $302,910.19. Please note that the pay range provided is a good faith estimate for the position based on all selected locations within the state at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state.

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NOTICE TO THIRD-PARTY AGENCIES:

HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.

Job Type:

Regular

Full/Part Time:

Full time

Job Category:

Finance Group

ReqID:

R-31046

Equal Employment Opportunity & Disability Accessibility Statement

HNTB provides a fair and equal employment opportunity for all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, pregnancy status, sexual orientation, gender identity, veteran status, genetic information, citizenship status, or other status protected by law. The HNTB Companies ensure nondiscrimination in all programs and activities in accordance with Title VII of the Civil Rights Act of 1964.

Any applicant with limited English proficiency or a qualifying physical or mental disability who believes they require a reasonable accommodation for any part of the application or hiring process should contact us at or call for assistance. HNTB will make determinations on requests for accommodations on a case-by-case basis.

Hearing and speech impaired individuals who seek assistance or accommodation in applying for a position via TTY, may dial 711 in the United States. Instruct the TTY operator to call and select option 5 for TTY service. Please indicate to the HNTB agent that you are a candidate seeking assistance in the job application process.

Please note that The HNTB Companies will not accept any resume submitted via this email address. To properly submit your application to the HNTB Companies, and to ensure that our recruiters have immediate access to your resume/CV, please search our open positions online, and apply directly through our careers website.

Thank you for considering HNTB for your career opportunities.

Affirmative Action Policy Statement

HNTB has implemented the following policy as part of its longstanding commitment to compliance with all applicable affirmative action requirements. HNTB agrees to post in conspicuous places, available to employees and applicants for employment, this Affimative Action Policy.

HNTB is a federal contractor subject to Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended (“Section 4212”) and Section 503 of the Rehabilitation Act of 1973, as amended (“Section 503”). Accordingly, it is HNTB’s policy to take affirmative action to employ and advance in employment protected veterans (disabled veterans, recently separated veterans, Armed Forces Service Medal veterans, or active‑day war time or campaign badge veterans) and individuals with disabilities at all levels of employment, including the executive level. HNTB also will provide reasonable accommodation to known physical or mental limitations of an otherwise qualified employee or applicant for employment with a disability, unless the accommodation would impose undue hardship on the operation of HNTB. In order to request a reasonable accommodation, employees should contact the HR Solutions Center at General Policy Inquiry - Employee Center and applicants should contact

HNTB will recruit, hire, train, and promote individuals in all job titles, and will ensure that all other personnel actions are administered, without regard to an individual’s protected veteran or disability status. All employment decisions will be based only on valid job requirements. In addition, employees and applicants shall not be subjected to harassment, intimidation, threats, coercion, or discrimination because they have engaged in or may engage in any of the following activities: (1) filing a complaint; (2) assisting or participating in an investigation, compliance evaluation, hearing, or any other activity related to the administration of any Federal, State, or local law requiring equal opportunity for protected veterans or individuals with disabilities; (3) opposing any act or practice made unlawful by Section 4212, Section 503, their implementing regulations, or any other Federal, State, or local law requiring equal opportunity for protected veterans or individuals with disabilities; or (4) exercising any other right protected by Section 4212, Section 503, or their implementing regulations.

The non-confidential portions of the affirmative action program for protected veterans and individuals with disabilities shall be available for inspection upon request by any employee or applicant for employment. These plans are available for review upon request during normal business hours. Any questions or requests to review should be directed to your Human Resources Partner.

As Chief Executive Officer, I fully support our affirmative action program and am committed to the implementation of the company’s affirmative action policy. I have delegated overall responsibility for this policy to the Business Integrity Director. The Manager of HR Compliance & Immigration is responsible for the implementation, auditing, and reporting of this policy and program, assisted by the office’s Human Resources Partner.

HNTB employees must comply with this policy and report any violations of illegal discrimination, as specified in the Integrity Reporting policy.

For Questions or Additional Information

For more information on this policy, please contact the HR Solutions Center, General Policy Inquiry - Employee Center, .

Robert J. Slimp, CEO

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Head of Finance and Operations

Department: Accounting & Finance

Employment Type: Full Time

Location: Melville, NY

Compensation: $180,000 - $220,000 / year

Description

The Opportunity

We are hiring a Head of Finance & Operations to join a fast‑growing technology company operating at the intersection of cloud software and physical product‑based commerce solutions.

This is not a narrow accounting role. It is a high‑impact, hands‑on finance position for someone who thrives in environments where finance is deeply connected to how the business actually runs.

You will own core financial operations while also helping shape how the company scales operationally. This includes improving systems, tightening processes, and partnering across the business to ensure we are making clear, data‑driven decisions across both software and inventory‑driven workflows.

The right person will be equally comfortable:

• Building structure where it doesn’t exist yet
• Working directly in the details of financial models and operational processes
• Partnering cross‑functionally to improve how the business runs day to day

This role sits close to the center of the business and requires someone who can balance precision, speed, and practical decision‑making in a high‑growth environment.

You will also support commercial contract review and negotiation workflows, working alongside external counsel to ensure agreements are structured appropriately, commercially sound, and operationally executable.

As the Head of Finance & Operations you excel at the below core competencies:

• Financial & Operational Acumen: The ability to seamlessly connect financial strategy with day‑to‑day operations — from SaaS metrics and forecasting to supply chain and vendor management — ensuring smart, scalable decisions across the business.
• Cross‑Functional Leadership & Execution: Strong collaboration and communication skills to align stakeholders across Finance, Product, Sales, Legal, and Operations. This person should drive clarity, build systems, and execute efficiently in fast‑paced, cross‑functional environments.
• Contract & Risk Management: Skilled at reviewing, negotiating, and operationalizing contracts — understanding legal and business implications, managing risk, and ensuring favorable terms while working closely with external counsel when needed.

The impact you'll make

Financial Operations & Control

• Own core finance operations including AP/AR, cash flow management, and reconciliations
• Maintain accuracy and integrity of financial reporting and close processes
• Support budgeting, forecasting, and ongoing financial planning cycles
• Build and refine financial reporting frameworks to improve visibility and decision‑making

Operational Finance & Business Support

• Partner with teams across Sales, Product, and Operations to align financial execution with business priorities
• Support inventory, purchasing, and vendor‑related financial workflows in a hybrid SaaS + product environment
• Identify and implement improvements to operational and financial processes as the company scales
• Develop and maintain key business KPIs across both SaaS and product lines

Systems, Process & Scale

• Oversee financial systems and tools that support reporting, operations, and scaling efficiency
• Improve internal controls and strengthen financial governance as the company grows
• Drive automation and process improvements across finance and operational workflows

Commercial & Contract Support

• Review and support negotiation of commercial agreements, vendor contracts, and SaaS‑related terms
• Work with external counsel to ensure contracts are structured properly and align with business needs
• Help operationalize contract terms into scalable internal processes

Strategic Support

• Provide financial insight and analysis to support leadership decision‑making
• Support planning around growth initiatives, investments, and operational scaling priorities

What you will bring

• 12+ years of experience in finance or operations, with at least 3 years in a SaaS or hybrid SaaS + physical goods business
• Direct experience working for founder led/owned companies
• A leadership style that reflects deep ownership — you're in the details, understanding workflows, digging into financial models, and solving problems alongside your team.
• Strong grasp of finance fundamentals — budgeting, forecasting, P&L, cash flow, etc.
• Deep operational experience — supply chain, fulfillment, systems, or cross‑functional execution
• Proven ability to lead and scale finance operations in high‑growth environments
• Exceptional analytical and problem‑solving skills; Excel/Sheets and financial modeling fluency
• Experience reviewing and negotiating contracts, including SaaS agreements, vendor terms, and NDAs
• Ability to identify and escalated legal risk appropriately while managing contract processes independently
• Experience with ERP, financial systems, and SaaS metrics (MRR, CAC, LTV, etc.)
• Experience monetizing payments in SaaS
• Strong communicator and collaborator across technical and non‑technical teams

As a member of the KWI team you will receive

• Full Medical, Dental and Vision
• Annual bonus eligible
• Free gym in the building
• Generous PTO policy
• Summer Fridays …all year round
• Tuition Reimbursement
• Discount from building café
• 401(K) with a 50% company match (up to 6% of employee contribution)
• Employee Referral Program
• (1) Volunteer day each year

Our commitment to you

At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal‑opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.

With a commitment to maintaining a bias‑free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all our team members to uphold these commitments.

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Citi is seeking a highly motivated and curious engineer to join Fixed Income Trading Services as a trading tool developer embedded within the Systematic & Credit Portfolio Trading business. This role, Fixed Income Trading Services – Credit Portfolio & Systematic Trading Tooling Lead Front‑End Developer, is based directly on the trading floor, offering a unique opportunity for in‑person collaboration with traders, quants, and product development teams.

In this role, you will rapidly iterate on revenue‑generating and risk‑reducing trading and analytics tooling, gain deep understanding of the business context, and balance strategic platform builds with immediate tactical needs. Operating in a fast‑paced, front‑office trading environment, this position provides an outstanding opportunity to directly experience the impact of your work and help build and scale a new strategic trading desk.

The Fixed Income Trading Services Lead Front‑End Developer is a senior‑level role responsible for designing, developing, and delivering high‑performance front‑end and user interface solutions supporting Credit Portfolio Trading and Systematic Trading within Fixed Income. The role serves as a hands‑on technical lead, closely aligned with business stakeholders to deliver intuitive, scalable, and high‑quality trading tools while adhering to enterprise architecture, security, and risk management standards.

Key Responsibilities

• Act as a front‑end technology lead embedded with Credit Portfolio Trading and Systematic Trading desks, delivering tooling that supports real‑time trading, analytics, and workflow optimization
• Partner closely with traders, quants, and product stakeholders to translate evolving business needs into scalable, intuitive, and performant UI solutions
• Lead system analysis and front‑end development for complex, high‑impact initiatives through deep understanding of trading workflows, system integrations, and market data flows
• Design, build, and evolve real‑time, data‑intensive front‑end trading and analytics applications with a strong focus on usability, responsiveness, and performance
• Operate effectively in a highly iterative and rapid development environment, balancing strategic architecture initiatives with tactical desk‑driven enhancements
• Architect and implement scalable UI and micro‑front end solutions, enabling reusable components and consistent cross‑application experiences
• Build front‑end applications integrated with RESTful APIs and event‑driven or messaging infrastructures to support high‑volume, real‑time updates
• Collaborate with UX and design partners to deliver a homogenous, enterprise‑aligned desktop experience, contributing to shared UI frameworks and design systems
• Establish, document, and enforce standards for front‑end coding, testing, debugging, deployment, and ongoing support
• Serve as advisor and coach to mid‑level developers and analysts; allocate and review work as required
• Drive adoption of enterprise UI frameworks, design systems, and front‑end best practices across Fixed Income Technology
• Assess technology and delivery risks, ensuring adherence to Citi policies, regulatory expectations, and secure development practices
• Escalate, manage, and remediate control issues with transparency while safeguarding Citi, its clients, and its assets

Required Qualifications, Skills and Experience

• 6–10 years of experience in application development or systems analysis, including 5+ years of Front‑End/UI development experience
• Strong hands‑on experience with modern front‑end technologies and frameworks such as HTML5, React, and/or Angular
• 3–5 years of experience building large‑scale, distributed applications using Python or Java, including backend services supporting real‑time or data‑intensive workflows
• Experience building trading, pricing, or real‑time analytics applications in low‑latency, high‑throughput environments
• Prior experience supporting Credit markets or other secondary trading businesses
• Proven experience with micro‑front end architectures, reusable UI frameworks, and contextualization technologies (e.g., FDC3)
• Strong understanding of scalable UI architecture, UX best practices, and secure front‑end development
• Experience integrating front‑end applications with RESTful APIs and event‑driven or messaging/data platforms (e.g., Kafka, Solace, Redis, Elasticsearch, Pinot)
• Proficiency with source control tools such as Git
• Solid understanding of SDLC concepts and experience operating in Agile and Waterfall delivery models
• Demonstrated leadership, ownership mindset, and ability to operate autonomously in a desk‑embedded, fast‑paced trading environment
• Excellent written, verbal, and visual communication skills across both technical and non‑technical stakeholders
• Proven ability to rapidly learn the business context, reprioritize, and deliver both strategic builds and tactical solutions under tight timelines

Nice to Have

• Experience supporting Credit, Fixed Income, or Derivatives trading desks, particularly Portfolio or Systematic Trading
• Direct experience working side‑by‑side with traders and quants in highly iterative, front‑office development models
• Rapid prototyping and wireframing experience (e.g., Figma)
• Python full‑stack experience, including rapid UI frameworks (e.g., Streamlit)
• Experience driving standardization and adoption of shared UI frameworks and design systems across multiple teams

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Morgan Stanley is seeking a Vice President to join the Wealth Management Finance Strategy & Initiatives team. You will lead strategic transformations, modernize data and systems, and partner with Finance, Technology, Operations and business leaders to drive measurable outcomes.

The role requires 10+ years in Finance, Strategy, Transformation, or related fields, with a BA/BS in a relevant discipline. Hybrid work arrangement in Purchase NY or Downtown Manhattan with weekly in-office expectations.

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EQUAL OPPORTUNITY EMPLOYMENT
People's Light is an equal opportunity employer. We work to cultivate a deep and wide reach in order to connect with prospective employees who have varied experiences and skills, a collaborative attitude, and the capacity and desire for growth.

NON-DISCRIMINATION HIRING POLICY People's Light seeks to recruit and retain a diverse workforce as a reflection of our commitment to create an antiracist, socially just, and inclusive presence in Chester County and our surrounding community. People's Light does not discriminate on the basis of race, color, religion, national origin, ancestry, sex, gender identity, sexual orientation, age, disability, or any other legally protected characteristic. Applicants from populations historically underrepresented in the theatre field are strongly encouraged to apply.

About this Position

Founded in 1974 and located in Malvern, Pennsylvania, People's Light seeks an exceptional Director of Finance (DOF) to join its senior leadership team at an exciting moment in the organization’s evolution. Reporting to the Producing Artistic Director, who serves as the organization’s chief executive, the DOF will serve as the architect of a comprehensive finance and administration transformation, leading the transition from a predominantly outsourced model to a high-performing, fully integrated operation. The DOF will be charged with assessing existing financial practices, identifying and resolving historical operational, financial, and compliance challenges, and establishing the people, processes, systems, and controls necessary to support strategic growth, transparency, and institutional sustainability. As a key strategic partner to leadership and the Board, the successful candidate will combine strong financial expertise with a collaborative leadership style, building effective teams and fostering a culture of accountability, innovation, and service in support of People's Light’s mission and future success.

About People's Light

Founded in 1974, People's Light is a nationally recognized and award-winning LORT D theatre company located in Malvern, Pa. (Chester County), just outside Philadelphia. It is known for producing classics, contemporary plays and musicalists, including an annual signature holiday "panto," and commissioning and producing new work: over one-third of its productions in its 50-year history have been world or regional premieres. These include MUD ROW by Dominique Morisseau; PERSONALITY: THE LLOYD PRICE MUSICAL by B. Jeffrey Madoff with Lloyd Price, and LIGHTS OUT: NAT "KING" COLE by Colman Domingo and Patricia McGregor.

In addition, People's Light offers a robust array of education and community programs, including the New Voices Ensemble, a multi-decade program serving young people from the City of Chester; and New Play Frontiers, a long-term initiative to develop and produce new plays that explore the American identity through stories of deep meaning to the diversity of populations rooted in Chester County.

People's Light has always called Chester County "home." In 1979, the theatre moved to its current Malvern location, which includes two black box theatres with 330 and 140 seats respectively; offices; scenic shops; rehearsal halls; classrooms; a restored 18th-century farmhouse that includes housing for guest artists; the Fern & Fable restaurant; and The Farmhouse banquet and catering facility that can be rented for special events, and which is owned and operated as a for-profit entity.

People's Light has an annual operating budget of $7.7M and annually employs 40 full-time staff, with an additional 60 part-time artists and staff members, many of whom live within 15 miles of campus. Each season it welcomes almost 200 guest artists from Philadelphia, New York, Washington, D.C., and beyond. With a resident company of artists and serving 80,000 patrons, guests, students, and community members each year, People's Light is a community beacon and cultural hub that champions innovation, inclusion, and the transformative power of the arts.

Primary Responsibilities

Finance and Accounting

• Provide strategic leadership in restructuring and strengthening the Finance Department, building a high-performing team to support organizational growth and financial sustainability.
• Oversee comprehensive financial operations for People's Light and The Farmhouse, ensuring effective management of accounting, budgeting, forecasting, payroll, treasury functions, financial reporting, and compliance.
• In partnership with the Producing Artistic Director and General Manager, provide strategic leadership for the annual budgeting and long-range financial planning processes, collaborating closely with senior leadership, department heads, and the Board of Directors to align financial resources with organizational priorities and objectives.
• Prepare and present timely, accurate, and insightful monthly, quarterly, and annual financial statements, forecasts, analyses, and executive narratives to support informed decision-making by the Producing Artistic Director, General Manager, and Board Committees (Executive, Finance, Audit).
• Ensure organizational compliance with GAAP, maintain a robust internal control environment, and serve as the principal liaison to external accountants, fostering transparency, accountability, and sound financial governance.
• Lead the annual audit process and oversee the preparation and filing of IRS Forms 990 and 5500, as well as all applicable tax reporting requirements for People's Light and The Farmhouse, ensuring compliance with federal, state, and local regulations.
• Direct grant and restricted fund accounting activities, ensuring accurate tracking, stewardship, and reporting of government, foundation, and donor-restricted funding while supporting organizational fundraising and compliance efforts.
• Manage and strengthen strategic relationships with banking institutions, investment advisors, insurance providers, and other financial partners to optimize financial performance, liquidity, risk management, and asset stewardship.
• Ensure the timely and accurate completion of monthly financial close activities, producing comprehensive financial results promptly following period-end to support organizational planning and decision-making.
• Lead the development and management of annual operating, facilities, and capital budgets, while maintaining long-range capital investment plans and deferred maintenance strategies that support organizational sustainability and asset stewardship.

Leadership and Strategy

• Serve as a key member of the Executive Leadership Team, contributing strategic financial leadership, organizational planning, and enterprise-wide decision-making in partnership with the Producing Artistic Director and senior leadership.
• Provide sophisticated financial modeling, analysis, and recommendations to support strategic initiatives, capital investments, revenue-generating opportunities, and other organizational growth priorities.
• Partner closely with leaders across Artistic, Production, Education, Marketing, Development, Farmhouse, Human Resources, and General Management functions to align financial resources with strategic objectives, establish accountability, and ensure timely performance reporting.
• Ensure organizational compliance with all applicable federal, state, and local laws, regulations, and reporting requirements across financial and administrative operations.
• Oversee the organization’s enterprise risk management framework, proactively identifying and mitigating financial, operational, legal, and compliance risks.
• Communicate financial information with clarity and impact, delivering presentations, analyses, and recommendations to executive leadership, staff, Board Committees (Executive, Finance, Audit) donors, and other key stakeholders to support informed decision-making and organizational transparency.

Qualifications

• Bachelor’s degree in Accounting or equivalent experience
• CPA or MBA is a plus, but not required.
• Minimum 5-7 years of progressive experience in nonprofit financial management
• Deep knowledge of nonprofit accounting, GAAP, and audit processes
• Experience managing budgets of $5-10 million or more
• Demonstrated ability to manage finance and administrative staff
• Excellent communication skills and the ability to explain financial concepts to non-financial audiences
• Experience in the arts or cultural sector preferred
• Experience with facilities-based businesses preferred
• Experience with Quickbooks and Bill.com a plus

Compensation and Benefits

The Director of Finance is a full-time exempt position with a starting salary of $100,000, with flexibility for exceptional candidates based on experience and qualifications.

• Comprehensive benefits package including pension plan, generous vacation policy and some WFH flexibility.

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Datasite in Minneapolis or New York City is seeking a Director of Financial Planning & Analysis to spearhead a major FP&A area, driving budgeting, forecasting, reporting, and strategic planning. You will provide decision support to Finance leadership and cross-functional stakeholders while guiding finance teams to deliver accurate, timely insights.

This role requires a Bachelor's in finance, Economics, or related field, with MBA/CPA/CFA preferred, and 10+ years of progressive FP&A

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Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Job Description

The Director, Financial Planning & Analysis is responsible for leading a major FP&A area, process, or portfolio. This role provides financial leadership, planning governance, performance analysis, and decision support to Finance leadership and cross-functional stakeholders. The Director leads teams and processes that support budgeting, forecasting, management reporting, executive analysis, financial modeling, and strategic planning. This role is accountable for ensuring FP&A outputs are accurate, consistent, timely, and aligned to enterprise priorities.

Key Responsibilities

• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Direct annual budget, recurring forecast, long-range planning, performance management activities.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.

Qualifications

• Education Bachelor's degree in finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• Experience 10+ years of progressive Finance, FP&A, or related experience.
• Team lead or supervisory experience required.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
• Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling.
• Experience with financial systems, planning tools, reporting platforms, and process improvement preferred.
• Experience operating in a controls-oriented or regulated environment preferred.

Skills and Competencies

• Strong leadership, business partnership, and stakeholder management skills.
• Ability to influence senior leaders and translate financial analysis into business recommendations.
• Strong analytical capability with experience interpreting large and complex data sets.
• Excellent written and verbal communication skills, including executive presentation and financial storytelling.
• Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities.
• Ability to lead change, improve processes, and scale FP&A capabilities.
• Strong technical aptitude, business acumen, and continuous improvement mindset.

Work Environment

Typical professional office environment, including extended periods working at a computer and participating in virtual or in-person meetings. Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs.

Work Location & Flexibility

• This position can be based in our Minneapolis or New York City locations the office follows a hybrid work model.
• Employees in these locations are expected to work on-site a minimum of two days per week.
• Please note that specific business units or role requirements may necessitate additional in-office days based on team collaboration needs or operational priorities.
• The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting.
• Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position.
• This position may be eligible for bonuses, commissions, or overtime if applicable.
• Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process.
• Datasite reserves the right to modify this pay range at any time.
• $141,700.00 - $247,700.00

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

Welcome to the Datasite global recruitment page. This is where you can explore opportunities and find the one that’s the best fit for you. It’s where all the high-tech, high-value, cutting edge technology businesses that form our economic value creation platform post the jobs they need you for. It’s the central hub for Datasite, Blueflame AI, Grata, and Sherpany. The best of the best from the very best people. The inquisitive. The inspirational. The inventive. The challenging. The builders of tomorrows. The people who come together to simplify the complex, create great experiences and deliver better outcomes for themselves and our customers.

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Mizuho Financial Group, Inc. in New York seeks a Credit Officer for the Project Finance group. You will review credit applications, prepare executive summaries, monitor portfolio performance, and develop financial models to assess risk and return.

You will present recommendations to senior management, engage with banks, rating agencies and clients, and contribute to ongoing credit analysis in a dynamic, cross‑functional environment. Strong quantitative background and MBA/CFA encouraged.

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Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.

With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.

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Capgemini Invent seeks a senior leader to drive finance transformation programs across the organization, partnering with CFOs and executives to redesign operating models and ERP-enabled processes. You will guide strategy, roadmaps, and business cases that realize measurable value while building high-performing teams.

Role requires deep finance expertise, ERP program leadership, and ability to manage complex, multi-stakeholder engagements across R2R, P2P, O2C, FP&A, and governance offices.

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Job Overview

Amazon.com strives to be Earth's most customer‑centric company where customers can shop in our stores to find and discover anything they want to buy. We hire the world's brightest minds, offering them a fast‑paced, technologically sophisticated and friendly work environment.

Economists at Amazon partner closely with senior management, business stakeholders, scientists and engineers, and economist leadership to solve key business problems ranging from Amazon Web Services, Kindle, Prime, inventory planning, international retail, third‑party merchants, search, pricing, labor and employment planning, effective benefits (health, retirement, etc.) and beyond. Amazon Economists build econometric models using our world‑class data systems and apply approaches from a variety of skillsets – applied macro/time series, applied micro, econometric theory, empirical IO, empirical health, labor, public economics and related fields are all highly valued skillsets at Amazon. You will work in a fast‑moving environment to solve business problems as a member of either a cross‑functional team embedded within a business unit or a central science and economics organization. You will be expected to develop techniques that apply econometrics to large data sets, address quantitative problems, and contribute to the design of automated systems around the company.

Basic Qualifications

• PhD in economics or equivalent

Preferred Qualifications

• 5+ years of relevant, broad research science experience after PhD degree or equivalent.
• Advanced expertise and knowledge of applying observational causal interference methods.
• Strong background in statistics methodology, applications to business problems, and/or big data.
• Ability to work in a fast‑paced business environment.
• Strong research track record.
• Effective verbal and written communication skills with both economists and non‑economist audiences.

Job Duties and Standards

Work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence; communicate effectively and respectfully; and follow all federal, state, and local laws and company policies.

Equal Opportunity

Amazon is an equal‑opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.

Salary

Base salary range: $159,200 – $215,300 annually (Los Angeles, CA). Additional compensation includes sign‑on payments and restricted stock units (RSUs). Final compensation will depend on experience, qualifications, and location.

Benefits

Amazon offers comprehensive benefits including health insurance (medical, dental, vision, prescription, basic life & AD&D, supplemental life plans), employee assistance program (EAP), mental health support, medical advice line, flexible spending accounts, adoption and surrogacy reimbursement, 401(k) matching, paid time off, and parental leave. Learn more at

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Vālenz® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.

About Our Opportunity

As the VP Sales - Employer Markets (aka VP, Employer Markets), you will be responsible for driving new business growth across our Employer Markets segment by building strategic relationships with employers, brokers, consultants, and other key distribution partners. You'll develop territory strategies, cultivate new opportunities, and position Valenz's employer solutions to help organizations build higher-performing, more cost-effective self-funded health plans while consistently meeting or exceeding revenue goals.

To be successful in this role, you'll bring experience selling complex healthcare or employer benefits solutions into the employer benefits ecosystem. You understand how employers make healthcare purchasing decisions and have experience partnering with brokers, consultants, benefit advisors, or similar distribution channels to drive growth.

Things You’ll Do Here

• Develop and execute a strategic territory plan to grow our Employer Markets business by building relationships with employers, brokers, consultants, and other key distribution partners.
• Drive a consultative sales process from prospecting through close by identifying client needs, delivering tailored solutions, negotiating agreements, and achieving or exceeding revenue goals.
• Build and maintain a robust pipeline through targeted prospecting, networking, industry events, referrals, and strategic outreach.
• Develop a deep understanding of Valenz's employer-focused solutions and clearly articulate our value proposition, competitive differentiators, and business impact to prospective clients.
• Partner with brokers, consultants, and employer decision-makers to identify opportunities and recommend solutions that help optimize health plan performance, improve the member experience, and better manage healthcare costs.
• Represent Valenz Health at industry conferences, association meetings, and networking events to strengthen market presence and generate new business opportunities.
• Collaborate closely with Product, Marketing, Client Success, Operations, and executive leadership to develop winning sales strategies and ensure a seamless client experience.
• Maintain accurate pipeline activity, forecasting, and opportunity management within the CRM while providing regular updates on territory performance and market insights.
• Partner with implementation and internal stakeholders to ensure a smooth transition from sale through onboarding and successful client launch.

What You’ll Bring to the Team

• 5+ years of enterprise sales or business development experience selling healthcare, employer benefits, or closely related solutions into the employer market.
• Demonstrated success developing relationships with employers, brokers, consultants, benefit advisors, and other key distribution partners.
• Proven track record of consistently meeting or exceeding sales goals while managing complex, consultative sales cycles.
• Strong understanding of the employer-sponsored healthcare ecosystem, including self-funded health plans, employee benefits, healthcare navigation, cost containment, payment integrity, care management, digital health, or similar solutions.
• Excellent communication, presentation, negotiation, and executive relationship-building skills.
• Highly self-motivated with the ability to independently manage a territory, prioritize opportunities, and drive results.
• Ability to maintain strict confidentiality and handle sensitive information with discretion.

Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.

Where You’ll Work:

This is a fully remote position outside of the travel requirements, and we’ll provide all the necessary equipment!

• Travel: Up to 50% to meet with prospective clients, partners, and industry organizations.
• Work Environment: You’ll need a quiet workspace that is free from distractions.
• Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
• Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
• Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Why You'll Love Working Here

Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.

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At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) plan, an extensive paid technical and on‑the‑job training program, and tuition reimbursement for all full‑ and part‑time employees. Part‑time positions start at a minimum of 30 hours per week. We encourage you to become part of VyStar Credit Union's family of employees.

Financial Planning & Analysis Analyst II

Accountability Statement

The incumbent will be part of the Financial Planning and Analysis (FP&A) team and assist the FP&A management team in carrying out the broader company mission. The FP&A function refers to the corporate finance and planning role. This includes all aspects associated with planning, forecasting, analysis, and reporting to aid senior management with decision‑making. The FP&A team leads the Annual Operating Plan (AOP) or budget process and prepares profitability reporting for business units, delivery channels, products, and members/households. The team also prepares ad‑hoc analysis for new business initiatives, products, and expansion. These duties require building and maintaining various models using business intelligence tools and corporate financial management programs. The FP&A team will work closely with the Financial Risk Management (FRM) team, Accounting, and other business units.

Essential Functions

• Modeling: Analyze and enhance historic and forecasted profitability models for business units, delivery channels, products and members/households, including activity‑based costing, transaction‑driven cost allocations and sensitivity analysis.
• Assist in development and maintenance of long‑term forecast, working closely with department leadership to formulate business’s medium‑to‑long‑term financial and strategic plans.
• Produce models to project long‑term growth and determine impacting business factors.
• Analyze financial and operational results to better understand company performance, evaluating whether the company’s current assets and investments are the best use of excess working capital, using ROI and comparisons with other investment options.
• Review existing processes and procedures to develop recommendations for improvement efforts.
• Communicate results and recommendations to various stakeholders for improvements that will lead to cost reduction, revenue generation and streamlining operations.
• Drive projects from inception to delivery, including design, development, testing and implementation.
• Assist in the AOP or budget process, interacting with key stakeholders and business units to develop key performance indicators (KPIs) to enhance budgeting.
• Review and analyze various aspects of the AOP for reasonability and create KPI dashboards.
• Analyze KPI trends and identify causes of any unexpected variances.
• Provide insights to senior stakeholders around financial modelling, forecasts and profitability.
• Present the monthly and quarterly financial reports of various units and departments.
• Develop a detailed rolling income statement forecast that can be integrated into the AOP and various department models.
• Prepare and automate reports and presentations for Senior Management and the Board of Directors, including financial statements, variance reporting, ratios, slides and other analysis.
• Take ownership of long‑term planning exercises, including tracking variances, back‑testing results, reporting and sensitivity analysis.
• Develop and enhance models for branch expansion efforts, including pro‑forma statements and other reports to assist management in strategic initiatives.
• Assist in balance sheet updates and deposit pricing recommendations for presentation to the Asset‑Liability Committee (ALCO).
• Develop and incorporate funds transfer pricing (FTP) into profitability reporting for business units and products.
• Maintain, enhance and develop models to assess performance of branches and other delivery channels to assist senior management in decision‑making.
• Review quarterly peer analysis reports for presentation to ALCO and define key variances.
• Analyze the monthly Return on Assets decomposition model and explain variances.
• Perform ad‑hoc income and cost analysis to aid business units and management in decision‑making for new products, services and business initiatives.
• Responsible for continued process improvement and compliance with State and NCUA regulations in all areas.
• Create, maintain and enhance various models to assist the FRM team with liquidity reporting and asset‑liability management.
• Extract data from business intelligence databases or other sources using data mining tools such as SQL, VBA, Crystal Reports, Power BI, Adaptive Planning, or other methods.
• Takes initiative in supporting changes needed in FP&A functions related to impacts from strategic initiatives such as M&A and new lines of business.
• Ad‑hoc business performance reporting.
• Perform special projects or initiatives as assigned.

Financial Decision Support & Reporting

• Exhibits advanced knowledge of profitability concepts, systems and reporting including Funds‑Transfer Pricing, activity‑based costing and allocations.
• Takes initiative in supporting analysis and models for both the FP&A and FRM functions.
• Excellent skills in ensuring reporting is complete, accurate and balanced to overall financial reports.
• Develops clear and concise written analysis of modeling results for presentation to business units, ALCO, senior management and the Board of Directors.
• Documents all work processes and models used for FP&A functions.
• Takes initiative in supporting changes needed in FP&A functions related to impacts from strategic initiatives such as M&A and new lines of business.
• Effectively supports the Finance team with requirements for the annual regulatory examination by the State of Florida and NCUA.
• Performs other duties as assigned.

Job Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Master’s degree in Business Administration (MBA) or a quantitative or finance discipline is preferred.

Experience

• 4–7 years of related experience.
• 2+ years of functional experience with budgeting, profitability and data mining activities.
• 2+ years of experience in statistical/quantitative analysis tools such as SQL, Power BI, SPSS or other tools.
• 2+ years of experience in Financial Analytics/Modelling using Adaptive Planning or other budgeting, forecasting or profitability systems.

Knowledge, Skills & Abilities

• Knowledge of credit union or bank products and services.
• Proficiency in data analytics.
• Advanced skills in Excel, PowerPoint and Word.
• Avid and positive team player who works well across a multi‑disciplined organization.
• Ability to work with both finance and non‑finance professionals.
• Strong analytical capabilities with knowledge of accounting/financial reporting and financial modelling.
• Ability to coach and mentor other analysts.
• Strong communication skills, including presentation, interpersonal and writing skills.
• Ability to work independently and is a self‑starter.
• Exhibits flexibility and willingness to take on new responsibilities and assignments.
• Working knowledge of profitability/corporate performance management (CPM) software such as IBM TM1, SAS or others.
• Working knowledge of data analysis programming languages such as SQL, VBA, Python, Power BI or others.
• Ability to understand regulatory compliance issuances and incorporate them into the FP&A functions.

Certifications

• Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) designation or working toward one of these is preferred.

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