Collecting information
Organizing data
At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Lead the financial planning, budgeting, and forecasting processes for R&D product teams in addition to all Saas product COGS expenses, including long-range planning and scenario modeling. Drive operational rigor in purchase order management, spend tracking, and resource allocation to ensure compliance and cost effectiveness. Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred. Learning & Development programs
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets.. Advise on the liquidity aspects of short- and long-range planning, and impacts on funding requirements and execute strategic debt or equity financing transactions. Review grant thresholds for teammates; and forecast stock-based compensation expense and potential cash flow impact of equity awards. Extraordinary interpersonal and communication skills, cultivator of collaborative working relationships with teams across a diverse organization. Benefits : Our benefits package includes, but is not limited to, health care benefits (medical / dental / vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
Our client, a premier health and wellness company with popular products, is seeking a Director of Sales with a proven track record leading a team of Sales Representatives in the state of Washington. The Director of Sales will be responsible for the growth of the company’s business by setting and executing the sales strategy and must have proven sales leadership experience and success selling B2B. Work with the Company’s Controller to contribute to the Company’s budgeting and forecasting process as well as performing monthly variance analysis.. Review and develop state marketing and sales policies and practices to support the financial reporting, audit, and internal controls required to support the business.. Maintain leadership position including KPI’s, budget management, quarterly reviews, and strategy execution
The Director of Finance and Accounting plays a critical role in managing and enhancing the financial health of the organization.. This position is responsible for formulating financial policies, overseeing comprehensive financial reporting, and implementing robust controls across all financial functions, including accounting, budgeting, credit, risk, tax, and treasury management.. Oversee the financial evaluation and reporting of capital projects, ensuring alignment with the overall financial strategy and ROI metrics.. Minimum of 10 years of progressive experience in finance & accounting with demonstrated experience in a people leadership role, financial planning and analysis, budgeting, cash flow management and financial reporting.. Familiarity with relevant financial regulations and accounting standards applicable to the manufacturing industry (GAAP, IFRS).
Our client is seeking a senior-level FP&A with a strong foundation in financial modeling, strategic planning, and operational finance—ideally from a venture-backed SaaS or tech environment.. Provide analytical support for corporate development, capital allocation, and scenario planning.. MBA from a top-tier program; undergraduate degree in finance, economics, or related field.. 2+ years of investment banking or strategic finance experience (M&A or tech coverage preferred).. 6+ years total experience in FP&A or strategic finance roles, ideally with a venture-backed tech or SaaS company.
We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them.. Secure speaking engagements at relevant events and coordinate with partners attending to develop quality leads and track ROI. Bachelor's degree preferred; MBA, JD, or equivalent work experience is a plus.. 5+ years of experience in a top-tier law firm, investment bank, venture capital or private equity firm, accounting firm, or similar environment, with a focus on life sciences.. The primary location for this job posting is in Palo Alto, but other locations may be listed.
Develop commercial banking relationships with middle market prospects. Utilizes a high degree of creativity and independence in developing and managing a portfolio of diverse and complex banking relationships to middle-market firms.. Oversee the creation of Credit Request Memos (CCR) in the portfolio management group for submittal to the line management and credit supervision seeking credit approval.. Oversee underwriting, monitoring and forecasting for all directly originated loans.. Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities.
We represent charter schools, their students, families, and staff through education, policy, advocacy, litigation, and communications strategies.. Specifically, the Finance Director leads and oversees the effective execution of finance, accounting, and reporting functions while supporting all program and leadership team members with financial analysis, budgeting, and strategy.. · A resolute personal and professional commitment to equity and growing high-quality public education options for kids and families in Washington.. · 6 – 8 years of related experience, preference for non-profit finance experience. · Medical, dental, vision, and Rx benefits; and life insurance (details provided upon request)
B2U Storage Solutions, Inc. (B2U) is a leading provider of large-scale Battery Energy Storage Systems (BESS), utilizing patented EPS technology to repurpose EV batteries at scale.. Conduct market research and analysis to evaluate financial viability and investment opportunities within the energy sector.. 7-10 years of experience in equity capital markets, investment banking, private equity, or a similar role.. Strong network of relationships with institutional investors, private equity firms, and high-net-worth individuals.. Familiarity with regulatory requirements in equity capital markets.
This position supervises the People and Culture Manager, Accounting Manager, Systems Administrator, Security Manager, and Operations Supervisor.. We are actively committed to racial equity and to building a strong foundation of inclusivity and awareness in all we do.. Work with the Facilities Coordinator, Security Manager, and Visitor Experience Manager to address guest experience, security, and facilities concerns for upcoming exhibitions.. Develop, lead, and enforce museum security protocols and initiatives. Responsible for overall management, repair, and administration of museum security systems.
corporate development associate, Corporate Development and Strategic Alliances corporate development associate, Corporate Development and Strategic Alliances This range is provided by Starbucks.. Now Brewing – corporate development associate, Corporate Development and Strategic Alliance!. As a corporate development associate, you will. Experience in investment banking, private equity, or corporate development is highly preferred. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program via the Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
Staff Accountant - Leading Wealth Management Firm. One of the largest and fastest growing wealth management firms in the US is seeking a Staff Accountant to join their growing Corporate Accounting team.. This is an excellent role for an Associate looking to transition out of public accounting or a corporate accountant with 2+ years of experience who excels in dynamic environments.. Proficient in Microsoft Excel; NetSuite experience a plus. This is an excellent role for a Public Accountant or Corporate Accountant looking to transition into a role with one of the leading wealth management firms in the country.
Application Deadline: 7/1/2025 The Opportunity DAT is looking for a Business Strategy Analyst to join our Outgo Business Strategy team in Seattle.. We provide a vertical banking solution that combines invoicing, accounting, factoring, and banking in one platform to optimize cash flow and eliminate exorbitant rates, hidden fees, and long contracts.. You'll be supporting several teams initially, including sales, marketing, onboarding, underwriting, risk and factoring operations, each with very different goals and processes.. Treasury operations & credit management: Forecast daily and weekly cash flows; recommend credit facility draws, monitor liquidity, and produce borrowing base certificates and related collateral reporting required by credit partners.. The Skills and Experience You'll Bring 2+ years experience in analytics or financial modeling, e.g. investment banking, private equity, management consulting, or corporate finance or strategy Expertise in Excel modeling and data analysis - you will be tested on this Competency in, or willingness to learn, SQL and/or other data analytics tools Bonus for experience with Tableau Why DAT?
We're looking to hire a Senior Treasury Operations Lead to drive and scale the operational engine powering both our SEC-registered investment advisor and our FINRmember Broker Dealer.. Banking services provided through Choice Financial Group, Column N.A, and Evolve Bank & Trust; Members FDIC. In this role, you will: Oversee the existing operations workflows for the Treasury product including onboarding, money movement, and partner requests.. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry.. Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website Upload anything Accepted file types: pdf, doc, docx, txt, rtf Do you currently hold active FINRA Series 7 and Series 24 licenses?. Series 27 Series 65 Series 66 None of the above Will you now or at any time in the future require visa sponsorship?
This is a strategic, consultative sales role focused on delivering high-impact project solutions and interim leadership talent aligned to the Office of the CFO. Ideal candidates will have a proven track record in solution-based sales, preferably within a finance consulting or professional services environment.. Engage in discovery-driven conversations to understand clients' critical finance challenges—ranging from ERP transformations and M&A readiness to internal controls, compliance, and close optimization.. Strong understanding of finance and accounting operations (close, FP&A, audit, SOX, ERP, etc. Familiarity with ERP systems (e.g., SAP, Oracle, Workday, NetSuite) and finance transformation initiatives.. Prior experience as a CFO, Controller, or finance leader is a plus but not required.
The Financial Planning & Analysis team oversees our investments in headcount, operating expenses and capital investment.. Finance Manager, Robotics Responsibilities. Collaborate with groups in finance and operations, including vendor management, fixed assets, accounting and tax. 9+ years of experience in strategy consulting, investment banking, business operations, or finance. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.
As a Licensing Manager based in the United States, you will help ensure that Remitly meets its licensing and regulatory requirements across the Americas region.. Manage licensing and regulatory reporting activities for the Americas, including tracking deadlines and submitting filings.. Use project and spreadsheet tracking tools (such as Jira or Google Sheets) to manage licensing, reporting, and documentation workflows.. Proactively identify gaps in license processes or documentation and lead solutions to improve compliance readiness and audit preparedness.. 5+ years of experience in compliance, licensing, regulatory reporting, or risk roles in financial services, payments, or fintech.
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services.. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.. Help with surveillance, monitoring, and testing as part of the firm’s holistic compliance program.. Recent experience at a registered investment adviser in mid-level position is preferred.
SumBridge is hiring a Finance Director to join one of our Seattle-based Not-for-Profit clients.. The Finance Director will be responsible for the organization’s financial and audit tasks and lead in financial reporting, budgeting, forecasting, and compliance requirements.. This is a permanent, full-time role and is hybrid with 2 days onsite and 3 days work from home.. Ensure timely and accurate preparation and submission of federal, state, and local tax and financial reporting and compliance requirements and filings are met.. Lead the preparation and oversight of audits, ensuring compliance with federal requirements (Form 5500, Form 990, funder, insurance, IRS, and other annual compliance audits and return filings).
A&M’s Private Equity Performance Improvement Services (PEPI) practice focuses on serving upper middle market and large cap private equity firms to help improve operating results at their portfolio companies.. 5-8 years of professional consulting or real estate industry experience, with a minimum of five years specializing in pre and post transaction operational due diligence, merger integration, business transformation, and change management. Experience working for or with private equity sponsors, portfolio companies, or related transaction / merger integration experience. Experience working with multiple real estate asset classes (multi-family and single-family residential, office, industrial, retail, hospitality, data centers, public storage and others). Audit, Internal Audit or Accounting background preferred with knowledge of core business processes and internal controls required