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80 results for Financial Services jobs

Financial Services Administrative Assistant

San Diego, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
A small financial services organization is seeking a motivated Administrative Assistant to join their dynamic team. This role plays a pivotal part in ensuring seamless business operations and supporting our leadership with essential administrative functions. This is a contract opportunity until the end of May 2026 with a team based onsite in San Diego, CA. Key Responsibilities:<ul><li>Assist with meeting preparation by taking detailed notes and distributing action items.</li><li>Collect, organize, and maintain important documents and client records.</li><li>Input data accurately to support financial reporting, analytics, and presentation development.</li><li>Support ongoing projects through effective communication and timely follow-up.</li><li>Maintain confidentiality and handle sensitive information appropriately.</li><li>Provide general office support as needed and collaborate with multiple teams.</li></ul>
2026-04-16T00:00:00Z

Financial Services Administrative Assistant

Buffalo, NY
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Jenny Bour with Robert Half is working with a financial firm that is looking for a highly organized and detail-oriented Financial Services Administrative Assistant to join their team in Amherst, New York. This Administrative Assistant role is integral to ensuring smooth daily operations within a detail-focused office setting, requiring exceptional multitasking skills and a strong sense of confidentiality. If you thrive in a fast-paced environment and have a background in administrative support, particularly in the financial sector, we encourage you to apply! Responsibilities:<ul><li>Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions.</li><li>Greet clients courteously and prepare conference rooms for meetings.</li><li>Manage and update team and support staff calendars to ensure seamless scheduling.</li><li>Handle incoming and outgoing mail, including notifications to the appropriate team members.</li><li>Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements.</li><li>Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications.</li><li>Facilitate client check deposits and prepare meeting folders with necessary documentation.</li><li>Download daily financial transactions from mutual fund custodians and handle related reporting tasks.</li><li>Draft and track charity donation letters, ensuring copies are sent to clients and recipients.</li><li>Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge.</li></ul>
2026-04-09T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-04-03T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-04-13T00:00:00Z

Finance

Boston, MA
onsite
Permanent / Full Time
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-04-10T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-04-15T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-04-10T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-03-30T00:00:00Z

Financial Advisor

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry. Responsibilities:• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.• Analyze market trends and client portfolios to create effective investment strategies.• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.• Utilize financial planning software to optimize client portfolio management and reporting.
2026-03-27T00:00:00Z

Financial crimes analysis

Washington, DC
onsite
Temporary / Contract
23 - 23 USD / Hourly
We are seeking a detail-oriented Financial Crimes Analyst to support our compliance and risk teams by accurately entering, updating, and maintaining sensitive financial crimes data. This role requires strong attention to detail, confidentiality, and the ability to work with large volumes of information in a fast-paced environment. This role is highly data-entry focused, so strong Excel skills and a high level of accuracy are essential. It’s a great opportunity for someone looking to get their foot in the door in business and finance. You will be working onsite Monday to Friday. Interviews are beginning Thursday 23rd 2026. Please respond to Jackie Bailey at 571-297-7549 and leave a message. Responsibilities:<ul><li>Enter, review, and update data related to financial crimes investigations, suspicious activity, and compliance records</li><li>Maintain accurate and organized electronic files and databases</li><li>Verify information for completeness and accuracy before submission</li><li>Assist with tracking case documentation and investigation records</li><li>Identify discrepancies, missing information, and data inconsistencies</li><li>Support reporting needs for compliance, fraud, AML, and KYC teams</li><li>Follow internal procedures, regulatory guidelines, and confidentiality standards</li><li>Communicate with internal departments to resolve data issues as needed</li></ul>
2026-04-20T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Financial Manager

McLean, VA
onsite
Permanent / Full Time
130000 - 140000 USD / Yearly
Financial Manager – Construction & Infrastructure ProjectsAre you a skilled financial professional with experience in budgeting, cost analysis, procurement planning, supervisory tasks, and working in the construction or similar industry? This is an exciting opportunity for you to make an impact by supporting critical infrastructure and large multi-year programs. As part of the Finance Management team, you will work closely with project management teams on budgeting, forecasting, cost analysis, billing, and procurement strategies to ensure projects are delivered efficiently, remain cash-positive, and stay compliant with contract expectations. This position also offers the opportunity to conduct high-level interactions with project teams, customers, and executives to deliver accurate financial data and insights that drive key business decisions.ResponsibilitiesProject Cost Control<ul><li>Collaborate with project teams to prepare accurate budgets and forecast manpower needs for multi-year programs</li><li>Perform weekly budget vs. actual analysis, identify variances, and address with project managers</li><li>Establish and maintain cash flow forecasts, ensuring that the project remains cash-positive</li><li>Ensure monthly complex billing submissions are accurate and timely</li><li>Track contract reconciliations and changes to reflect accurate financial data</li><li>Conduct efficient Key Project Reviews (KPR) to monitor project financials and performance</li><li>Support project teams with monthly financial forms and provide variance explanations</li></ul>Project Procurement Planning<ul><li>Lead procurement planning efforts by collaborating with project teams to develop detailed plans post-award, ensuring compliance and logistical requirements are met</li><li>Ensure procurement is completed according to plan before 20% job completion and perform monthly analysis of purchased vs. planned budgets</li></ul>Award Management<ul><li>Enter orders into the CMS system promptly</li><li>Create work orders in the system for scheduling service operations</li><li>Generate and submit monthly billing for assigned projects in alignment with invoicing terms and conditions</li><li>Resolve billing concerns to ensure invoices are paid on time</li><li>Post invoices in both the customer’s system and the company’s accounting system</li><li>Prepare data for monthly reports and participate in weekly project meetings</li><li>Monitor contract compliance and ensure customer reporting aligns with billing requirements</li></ul>Why Join Us?This role offers an opportunity to work on mission-critical infrastructure projects, providing valuable financial insights and solutions that influence project success on a large scale. It is ideal for someone seeking growth with hands-on involvement across budgeting, procurement, billing, and financial analysis in a collaborative environment where innovation and excellence are key values. This is a newly created position due to growth with tremendous opportunity to continue to advance your career while working in a collaborative fast-paced environment in a highly visible role
2026-04-15T00:00:00Z

Finance Administrator

Sherman Oaks, CA
onsite
Permanent / Full Time
70000 - 72000 USD / Yearly
Banking and accounting services: • Receive new agents’ paperwork and ensure all documents are complete and accurate • Enter agents into the back-office finance system, setting up split fees and A/R Credit Card details • Manage agent invoices, including monthly production and distribution • Process credit card charges for agent invoices and manage collections for declined payments • Manage and pay all company bills, ensuring proper cost and depot location allocations • Monitor company cash flow and budget across all branches • Prepare and generate end-of-month financial reports, including daily MTD and projected reports • Assist in monthly financial closings and transmittals • Provide ad hoc financial reports asrequested by executive staff Operations and Administration: • Manage inbound and outbound referrals checks efficiently • Assist the Vice President, Finance and Administration, and other leaders with administrative tasks • Manage front desk operations, including visitor greetings, phone calls, and inquiries • Coordinate mail, packages, and shipments • Ensure proper maintenance and functionality of office equipment and technology infrastructure • Oversee finance team members and front desk to ensure efficient workflow and customer service. Requirements: • Bachelor’s degree in finance, accounting related field required • 4+ years’ experience required in accounting and finance • Proficiency in computerized bookkeeping and general computer usage • Excellent organizational and time-management skills • Experience in Real Estate - plus • Proficient in computer skills, including Microsoft Office Suite (Excel, Outlook, Word) and general familiarity with Google Workspace is a plus. • Strong attention to detail with a high degree of accuracy in data entry and reporting • Strong communication skills, both written and verbal • Ability to work independently and collaboratively in a fast-paced environment
2026-04-16T00:00:00Z

Finance Manager

San Diego, CA
onsite
Permanent / Full Time
150000 - 167000 USD / Yearly
We are looking for an experienced Finance Manager to provide strategic financial leadership and operational guidance at a manufacturing site in San Diego, California. This role will serve as a critical partner to the Site General Manager and leadership team, driving financial performance, ensuring compliance, and supporting decision-making processes to enable business growth. The ideal candidate will bring expertise in cost accounting, forecasting, and operational analysis within a manufacturing environment. Responsibilities: • Act as the site’s financial leader and strategic partner to the General Manager and leadership team to achieve financial targets and support organizational growth. • Develop and execute financial plans and operational rhythms, such as weekly and monthly forecasting and performance tracking. • Provide financial insights and leadership for key business decisions, including pricing, capacity planning, investments, and productivity initiatives. • Oversee accounting operations, including cost accounting, accounts payable/receivable, inventory management, audit support, and risk management. • Ensure strong internal controls and compliance with financial regulations and corporate policies. • Lead the month-end close process, ensuring timely and accurate recording of transactions and balance sheet reconciliations. • Manage the site’s budgeting, forecasting, and performance reporting processes, delivering actionable insights and variance analyses. • Drive cash flow optimization and working capital improvements through inventory management, accounts receivable collection, and capital expenditure prioritization. • Support capital expenditure requests and track spend against approved budgets, ensuring proper accounting and reporting. • Provide operational and commercial analytics to link financial outcomes with operational drivers, such as labor utilization, throughput, and cost-to-serve metrics.
2026-04-14T00:00:00Z

Finance Manager

Bridgewater, NJ
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
140,000 - 170,000 benefits:<ul><li>paid time off</li><li>401k</li><li>hybrid</li></ul>Responsibilities:<ul><li>Lead financial planning, budgeting, and forecasting activities for assigned business units.</li><li>Manage and analyze GTN components, accruals, reserves, and deductions.</li><li>Provide financial insights to support pricing, contracting, and commercial strategy.</li><li>Partner with cross‑functional teams (Sales, Accounting, FP&A, Market Access) to support revenue and GTN forecasting.</li><li>Prepare monthly reporting packages, variance analysis, and performance dashboards.</li><li>Support audits, compliance, and internal controls related to GTN and revenue processes.</li><li>Drive continuous improvement in financial processes, modeling, and reporting.</li></ul>
2026-04-13T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency. Responsibilities:<ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
2026-04-22T00:00:00Z

Finance Manager

Brentwood, TN
onsite
Temporary / Contract
48 - 58 USD / Hourly
Our client is seeking a Finance Manager on a contract basis to support financial planning, reporting, and business decision‑making. This onsite role in the Brentwood area will partner closely with leadership and operational teams, providing financial insights, analysis, and oversight in a fast‑paced environment.Key Responsibilities:<ul><li>Lead budgeting, forecasting, and financial planning activities</li><li>Analyze financial results, trends, and key performance indicators, providing insights and recommendations to leadership</li><li>Oversee preparation and review of management reporting, dashboards, and financial analysis</li><li>Partner with cross‑functional teams to support strategic initiatives and operational decisions</li><li>Monitor departmental performance against budget and forecast</li><li>Support month‑end close processes in collaboration with accounting, ensuring financial accuracy and consistency</li><li>Assist with process improvements related to forecasting, reporting, and financial controls</li><li>Prepare ad hoc financial models, analyses, and presentations for senior stakeholders</li></ul>
2026-04-10T00:00:00Z

Finance Manager

Vacaville, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-04-07T00:00:00Z

Finance Manager

Chicago, IL
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
The salary range for this position is $110,000 - $125,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? SummaryThe Finance Manager, Southeast Region is responsible for support of the regional and local financial reporting and processes for the Southeast region. This role will support the regional finance director and local market leaders with accurate financial reporting, budgeting, forecasting, and understanding risk and opportunities within the market. The successful candidate will possess a solid knowledge of financial processes including month/quarter/year-end reporting, budgeting and forecasting, sales pipeline tracking, commissions calculations and financial systems. The position will report to the Regional Finance Director, Southeast and involves developing strong relationships with local office leaders and internal finance and corporate partners. Essential duties and responsibilities<ul><li>Serve as a key financial and people leader for the local office management team, providing guidance, mentorship, and support to develop a high-performing finance team.</li><li>Support regional and market financial processes (commission calculations, revenue posting, pipeline tracking, etc.) while fostering teamwork and accountability within the finance team.</li><li>Lead the development, consolidation, and analysis of the annual plan and quarterly reforecasts, ensuring clarity and collaboration across stakeholders.</li><li>Oversee the preparation of monthly financial reporting packages, delivering insights and analysis through effective communication with local management to facilitate understanding and action planning.</li><li>Act as a liaison with the corporate accounting team on revenue recognition, accounts receivable, balance sheet reconciliations, and general accounting, ensuring clear communication and collaboration.</li><li>Manage and review bi-weekly commission payroll, ensuring accuracy and fairness in compensation processes.</li><li>Supervise and develop day-to-day processes and responsibilities of regional financial analysts, promoting growth, coaching, and continuous improvement.</li><li>Build and maintain strong relationships with Regional Finance Directors, FP&A teams, and other stakeholders, fostering a collaborative and transparent working environment.</li><li>Lead critical projects and provide value-added ad hoc analysis, demonstrating strong stakeholder management and influencing skills.</li><li>Promote a culture of continuous learning, accountability, and teamwork within the finance team and across the organization.</li></ul>
2026-04-08T00:00:00Z

Finance Manager

Middleton, WI
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
For Immediate consideration, contact Courtney Syverson, Recruiting Manager at 608-259-1164 We are looking for an experienced Finance Manager to oversee our organization's financial operations and provide expert guidance on client account management. In this role, you will ensure accuracy in financial reporting, maintain compliance with relevant regulations, and foster strong internal controls. This position also involves supervising and mentoring the accounting team while partnering with leadership to drive effective budgeting, cash flow management, and strategic decision-making. Responsibilities:• Manage the day-to-day accounting and financial operations, ensuring accuracy and adherence to internal policies.• Supervise, train, and mentor accounting staff, supporting their growth and ensuring accountability.• Process semi-monthly payroll and oversee the accurate and timely filing of payroll tax payments and reports.• Prepare and analyze financial statements, including profit and loss reports, balance sheets, and cash flow summaries.• Reconcile balance sheet accounts monthly to maintain the integrity of financial records.• Collaborate with leadership to develop annual budgets and monitor cash flow projections.• Ensure compliance with federal, state, and local financial regulations, including tax obligations and filings.• Oversee vendor payment processing, cash receipts, and credit card reconciliations using systems like QuickBooks and Bill.com.• Manage and maintain company insurance policies, securing updated bids as necessary.• Provide financial analysis to support sound business decisions and operational planning.For
2026-04-13T00:00:00Z

Finance Manager

San Diego, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for a dedicated Finance Manager to join our team in San Diego, California. In this role, you will oversee financial systems and compliance while ensuring alignment with industry regulations and best practices. This position is pivotal in driving strategic financial initiatives, optimizing processes, and supporting organizational goals. Responsibilities: • Collaborate with IT and finance teams to maintain compliance with regulations and implement cybersecurity best practices. • Act as the primary finance liaison to ensure adherence to fiscal policies and financial accountability. • Conduct research to provide insights and recommendations for improving finance operations. • Produce detailed reports and perform ad-hoc analyses to support internal and external financial requests. • Evaluate revenue positions to identify risks and opportunities within development activities. • Enhance systems and protocols to achieve operational excellence in finance processes. • Partner with leadership to support annual revenue planning, including analyzing staffing and resource allocation. • Monitor monthly financial structures to ensure expense tracking, timely reporting, and accurate payment processing. • Oversee forecasting and planning systems to support informed financial decision-making. • Manage and analyze data systems that streamline tracking, reporting, and progress toward financial objectives.
2026-04-10T00:00:00Z

Finance Manager

Hopkins, MN
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals. This opportunity comes with medical, dental/vision, 401k, PTO, and much more. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken
2026-04-02T00:00:00Z

Finance Manager

Bellevue, WA
onsite
Permanent / Full Time
210000 - 245000 USD / Yearly
We are looking for a skilled Finance Manager to oversee and enhance financial operations for a major project in Bellevue, Washington. This role involves managing budgeting, accounting, and reporting processes while collaborating with stakeholders to ensure financial accuracy and efficiency. The ideal candidate will possess strong analytical skills and a solid understanding of financial systems and practices. Responsibilities:• Manage all financial and accounting tasks for the project, including budgeting, cost analysis, and reporting.• Develop technical accounting memos and provide guidance on procurement and construction expenditures.• Prepare detailed monthly cost analysis reports and present findings to relevant stakeholders.• Review draft contracts and offer financial insights to ensure compliance and accuracy.• Identify potential financial risks and implement strategies to mitigate them.• Build and maintain strong relationships with both internal and external stakeholders.• Generate monthly financial statements, reconciliations, and supporting schedules to ensure accurate reporting.• Improve and streamline accounting procedures and internal controls for greater operational efficiency.• Handle general accounting functions such as accounts payable, accounts receivable, general ledger, and fixed assets.• Establish and document cost allocation processes across multiple entities and projects. The salary range for this position is $210,000 to $245,000 + bonus. Benefits:M/D/VLife and AD&D insurance401k with match21 days PTO10 paid holidays
2026-04-03T00:00:00Z

Finance Manager

Grand Haven, MI
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an accomplished Finance Manager to oversee and enhance the financial operations of our organization in Grand Haven, Michigan. This leadership role involves managing accounting, finance, human resources, and customer service functions while ensuring compliance with regulatory standards and driving strategic initiatives. The ideal candidate will have extensive experience in governmental accounting, financial oversight, and personnel management, as well as a strong commitment to organizational excellence. Responsibilities: • Oversee daily operations of finance, accounting, human resources, and customer service departments. • Administer employee benefits, labor relations, and workers' compensation while managing personnel policies and procedures. • Maintain and manage accounting systems to ensure accurate recording, measurement, and reporting of financial data. • Analyze monthly financial statements and operational reports to provide actionable insights. • Develop and implement effective cash forecasting and budgeting systems. • Ensure compliance with GAAP principles, FASB rulings, and state and local government regulations. • Conduct cost of service studies to assist in setting rates and service charges. • Lead internal and external audit processes and ensure timely filing of insurance claims and state-required reports. • Coordinate risk management practices and oversee property and liability insurance renewals. • Participate in strategic planning and policy development to support organizational goals.
2026-04-02T00:00:00Z

Finance Manager

Omaha, NE
onsite
Permanent / Full Time
140000 - 175000 USD / Yearly
We are looking for an experienced Finance Manager to lead financial operations within a complex, project-based environment. This role partners closely with senior leadership and project teams, overseeing finance, accounting, and cost functions while driving financial performance, compliance, and disciplined risk management across the business. Key Responsibilities<ul><li>Lead Finance, Accounting, and Cost teams, creating a high-performing organization through coaching, mentoring, training, and structured performance management</li><li>Serve as a strategic business partner to senior leadership and operations, providing financial insight, analysis, and guidance to support project execution and growth initiatives</li><li>Develop, analyze, and present financial statements, forecasts, and operating reports to support planning, decision-making, and performance tracking</li><li>Oversee cash management, billing, collections, and receivables while driving profitability, liquidity, and working capital efficiency</li><li>Ensure compliance with GAAP, internal controls, and financial policies, with a strong focus on risk management and ethical financial practices</li><li>Continuously improve financial systems, processes, and reporting to enhance efficiency, accuracy, and scalability</li></ul>
2026-04-09T00:00:00Z