Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. Coordinates cash management product implementation and financial transaction set-up. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics.
Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career.. Serve as a financial resource to the operating group, Vice President, and State Director(s). Hyperion/Essbase experience preferred. On-Demand Pay- get paid for the days you work without waiting for payday!. All employees have the option to access their pay as soon as they earn it through their employee app - no fees and super easy!
Work with the IT Infrastructure, IT Applications, IT Compliance and Governance teams to implement these controls.. 5+ years of work experience in cyber security, in a hybrid cloud computing environment (on-premise, AWS and Azure).. , systems security Windows and Linux), cloud security (AWS and Azure), data security, endpoint security and identity and access management is required.. Hands-on experience in vulnerability management, configuration management, media protection, contingency planning, log management, and data protection methods is desirable.. Professional information security-related certifications such as CISSP, GSEC, CCSP, CISM.
Managing Director, Government and Institutional Banking. Obtains credit concurrence and coordinates pricing approval as client advocate.. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.. Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.. CPA or MBA or equivalent experience in finance, accounting and business law.
Strategic FP&A– work with the CEO & Vice President of Operations to map out our long-term financial strategies. Fundraise Arsenal– own Series B narrative models & benchmarking. Fractional CFO Command– harvest process DNA, set SLA clock, decide keep/replace. Comp‑Plan Engineering– partner with CRO; publish dashboards AEs actually check. Experience in EdTech, subscription consumer tech, fintech; CPA/CFA; M&A; international entity setup.
Our mission to transform health and happiness through potent, living foods has established us as the #1 Kombucha brand and a leader in the Health & Wellness space.. Experience with ERP (preferably D365). This strategic leadership role offers a clear potential path to Chief Financial Officer (CFO), contingent on performance and capability.. Financial Planning & Analysis (FP&A): Own the development and delivery of the company's annual budget, long-range financial plan, and rolling forecasts.. Familiar with ERP (e.g., Microsoft 365), planning tools (e.g., Adaptive, Anaplan), and Excel modeling.
At least 1 year of trust administration or associated experience in a trust-related field (CPA working with trust accounts, attorney, paralegal, etc.). · Serve as Assistant Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.. · Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferred).. Willingness to continue education (CTFA, CFP, CFA Foundations Certificate). · At least 1 year of previous experience involving trust accounting and/or estate planning concepts (previous trust administration, CPA working with trust accounts, attorney or paralegal working in trusts and estates, etc
Location: Scottsdale, AZ (Hybrid – Flexible, but not fully remote). Design and implement public company reporting infrastructure, including SEC reporting (10-Ks, 10-Qs). Strong technical accounting and financial reporting expertise, including SEC reporting. Willingness to be based in Scottsdale, AZ (flexibility offered, but not fully remote). Benefits: Comprehensive benefits, flexible work environment, and unlimited PTO structure
Performed financial modeling, cash flow forecasting, and budgeting. Helping to build a best-in-class organization related to budgeting, forecasting, financial modeling and pricing in an industry leading company.. Conducting financial cost/benefit analyses to help evaluate and prioritize growth and other strategic initiatives and support timely decision making by the business.. Assisting the CFO with strategic and tactical financial planning to enable continued growth across the organization.. Maintaining and updating the company’s regular lender reporting packages.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor.. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.. If you have a need that requires accommodation, please let us know by contacting Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We are seeking a highly analytical and strategic Director of Finance to join a dynamic healthcare organization. As Director, you will lead financial planning, forecasting, budgeting, and reporting functions while working closely with cross-functional stakeholders. Lead financial planning and analysis for hospital operations.. Provide strategic decision support through data modeling and financial reporting.. 7+ years of experience in FP&A or decision support roles