OPEN Healthcare US (OHUS) is an advanced laboratory committed to enhancing the quality of life for our patients. Our laboratory is equipped with state-of-the-art technology, aiming to deliver sustained quality of services. 

At OHUS, we provide high-quality, reliable, and affordable laboratory and diagnostic services, ensuring accurate and rapid test results. Our extensive test menu designed to meet your health and wellness needs.

OHUS specializes in esoteric clinical tests including allergy, molecular testing, and other custom assays with mass spectrometry.

Learn more about OHUS at www.ohcus.com

Industry: Medical and Diagnostic Laboratories
Company Size: 51-200 employees

OPEN Healthcare

Savvy Admin PROD

**Job description: **

Job Title: Senior Accountant

Department: Finance & Accounting

Reports To: Financial Controller / Director of Finance

Salary: $90,000-$95,000/yr

**Job Summary: **

We are seeking a highly skilled and detail-oriented Senior Accountant to support the integrity, accuracy, and timeliness of Open Health Care’s financial operations. This role plays a key part in leading the month-end close process, preparing GAAP-compliant financial statements, and strengthening the company’s internal control environment.

Ideal candidates will bring strong technical accounting expertise, hands-on experience from a Big 4 public accounting firm, and the ability to work cross-functionally in a dynamic, fast-paced healthcare setting.

**Key Responsibilities: **

- Prepare and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.

- Lead critical components of the month-end and year-end close process, including journal entries, reconciliations, and variance analysis.

- Perform and review complex general ledger account reconciliations, investigating discrepancies and ensuring accurate reporting.

- Leverage Big 4 audit experience to enhance internal control frameworks and drive readiness for external audits.

- Support external audit requirements by preparing audit schedules, supporting documentation, and responding to audit inquiries.

- Ensure compliance with accounting policies, tax regulations, and internal financial procedures.

- Partner with cross-functional teams to provide financial insights and ensure alignment between business activities and financial reporting.

- Drive improvements in accounting processes and systems to enhance efficiency and scalability.

- Assist in implementation of new accounting standards and corporate policies.

- Contribute to special projects and ad hoc analyses as needed by management.

**Qualifications: **

- Bachelor’s degree in Accounting, Finance, or related field required.

- CPA preferred, or actively pursuing certification.

- Minimum 2-3 years of public accounting experience, ideally with a Big 4 firm.

- Prior industry experience in healthcare or related sector a plus.

- Deep knowledge of U.S. GAAP and internal control best practices.

- Proficiency with ERP systems (NetSuite, SAP, Oracle) and strong Excel skills (pivot tables, VLOOKUPs, financial modeling).

- Strong analytical and problem-solving abilities; able to interpret and communicate financial data clearly.

- Effective communicator with the ability to work independently and cross-functionally.

- High level of accountability, organization, and attention to detail in a fast-paced environment.

Open Healthcare US offers a competitive salary and benefits package. The reasonable estimated salary for this role ranges from $90,000 to $95,000 per year. Actual compensation is based upon factors such as the candidate's education, skills, qualifications, and related work experience.

Open Healthcare US is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Open Healthcare prohibits discrimination on any basis protected under federal, state, or local law, regulation, or ordinance or company policies. All employment decisions are based on individual qualifications and business need.

Check out our website to learn more about our company at www.ohcus.com.

~~The position responsibilities outlined above are intended to define the general contents and requirements to perform this job. It is not to be taken as a complete statement of responsibilities or requirements. This job description does not restrict the Company’s right to assign or reassign duties and responsibilities to this job as needed. ~~

Senior Accountant

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for a Controller to join

our team to help train the next generation of AI while enjoying the flexibility of remote work and the

freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re

looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as

a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful

tool for finance professionals. We're seeking experienced finance professionals with advanced degrees

(MBA+) and professional experience to use their expertise to help shape how AI understands financial

principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role,

**You Might**

- Review and improve AI Assistant answers to questions about macro trends, corporate finance,

and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI

Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their

reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more

reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a

finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant

backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth

Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and

high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises

related to finance management

- A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any

currency conversions from USD. Only applicants in the United States will be considered for this role. This is an

independent contract position.

#accounting

Financial Controller

InnoMatrix is a vertically integrated AI inference cloud — from power to tokens, we own every layer of the stack.

We deliver four solutions to power the future of compute-intensive innovation:

1. Hyperscale AI Sites (Texas, up to 1 GW+)
Pre-developed sites with land, fiber, water and sustainable power — ready for hyperscale partners.

2. Build-to-Suit AI Data Centers
Turnkey facilities for Neo Cloud, co-location and enterprise GPU clusters, with 132 kW+/rack density and advanced cooling.

3. AI Inference Cloud & Model-as-a-Service
On-demand tokens and dedicated GPU clusters (NVIDIA B300 / B200 / H200) with industry-leading performance, SLAs and data sovereignty.

4. Blockchain Hosting
Purpose-built data centers with industry-leading TCO and enterprise-grade SLAs for blockchain mining clients.

Industry: IT Services and IT Consulting
Company Size: 11-50 employees

Innomatrix

**Company Description **

InnoMatrix is a vertically integrated AI inference platform spanning data centers and GPU cloud that delivers innovative solutions to support compute-intensive industries.

**Role Description **

This is a full-time hybrid role for a Financial Controller based in Dallas, TX, with flexibility for some remote work. The Financial Controller will be responsible for managing financial reporting, preparing and analyzing financial statements, overseeing accounting operations, and ensuring compliance with financial regulations. The individual will play a critical role in budgeting, forecasting, and implementing financial strategies to support the company’s growth.

**Qualifications **

- Expertise in Financial Statements, Financial Reporting, and Accounting practices

- Experience in preparing PCAOB-ready financials is a plus

- Strong U.S. GAAP and financial reporting background

- Strong Analytical Skills and proficiency in interpreting complex financial data

- Solid foundation in Finance and related principles

- Attention to detail and ability to meet strict financial deadlines

- Proficiency in financial software and enterprise resource planning systems is a plus

- Proven leadership skills and ability to manage accounting teams and processes

- Bachelor’s degree in Finance, Accounting, or related field; CPA or CMA certification is preferred

- Experience in the tech or data infrastructure industry is advantageous

**Why Join **

- Ground-floor seat at a company defining the AI infrastructure category

- Direct exposure to the CEO, board, and institutional investors

- Competitive base plus performance bonus

**To Apply **

Send your resume and a short note to hr@innomatrix.ai with the subject line "Financial Controller"

Akraya is your trusted partner for Digital Transformation. Our global teams deliver scalable Product Engineering, Data, AI and talent solutions that accelerate outcomes and build future-ready enterprises. Recognized by Glassdoor as a top workplace, we combine people-first values, deep expertise and transformative processes to drive measurable business impact.

Industry: IT Services and IT Consulting
Company Size: 201-500 employees

Akraya, Inc.

Primary Skills: FP&A (Advanced), Data Analytics (Advanced), Financial Modeling (Advanced), Dashboarding (Advanced), Supply Chain (Advanced)

Contract Type: W2

Duration: 5+ Months

Location: Boise, ID ( 4 days onsite)

Pay Range: $60 - $64 per hour on W2

#LP

**Job Summary:**

The Financial Data Analyst - Supply Chain FP&A provides financial guidance, analytical support, and actionable insights to the Distribution organization. This role partners closely with Supply Chain leadership to analyze business performance, identify trends and variances, support productivity initiatives, and improve operational efficiency. The analyst will develop financial models, dashboards, and reports while serving as a finance business partner to both corporate and field distribution teams.

**Key Responsibilities: **

- Develop and prepare financial performance reports comparing actuals vs plan and forecast

- Analyze KPIs, trends, risks, and opportunities and provide actionable insights

- Prepare monthly business reviews and executive-level reporting

- Build and maintain financial models, dashboards, and analytical databases

- Perform variance analysis and quantify operational and financial impacts to the P&L

- Partner with Supply Chain and Distribution leadership on financial decision-making

- Support ad hoc analysis, special projects, and continuous improvement initiatives

- Identify opportunities for reporting automation and process optimization

- Manage multiple projects simultaneously while meeting deadlines

- Provide analytical support for operational efficiency and productivity initiatives

**Must-Have Skills: **

- 4+ years of experience in FP&A, financial analysis, data analysis, or operational finance

- Bachelor’s degree in Finance, Accounting, or related quantitative field required

- Strong experience with financial modeling, forecasting, budgeting, and variance analysis

- Advanced Excel skills

- Hands-on experience with SQL, Snowflake, or similar data warehouses

- Experience with Tableau, Power BI, or other BI/dashboarding tools

- Strong analytical and problem-solving skills with large datasets

- Experience supporting Supply Chain, Distribution, Logistics, or Operations teams

- Strong communication, presentation, and stakeholder management skills

- Ability to work in a fast-paced, dynamic environment

**Industry Experience: **

- Retail, Consumer, Distribution, Logistics, or Supply Chain industry experience preferred

**ABOUT AKRAYA**

Akraya is an award-winning IT staffing firm consistently recognized for our commitment to **excellence and a thriving work environment **. **Most recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)!**

**Industry Leaders in Tech Staffing**

As Talent solutions provider for Fortune 100 Organizations, Akraya's industry recognitions solidify our leadership position in the IT staffing space. **We don't just connect you with great jobs, we connect you with a workplace that inspires!**

**Join Akraya Today!**

Let us lead you to your dream career and experience the Akraya difference. Browse our open positions and join our team!

Financial Data Analyst II: 26-01472

Worcester Community Action Council's (WCAC) mission is helping people move to economic self-sufficiency through programs, partnerships, and advocacy. WCAC was started in 1965 under President Lyndon B. Johnson's "War on Poverty." It is the federally designated "community action agency" for Central MA. Today, the agency serves the City of Worcester and 43 surrounding towns through 18 emergency and social service programs.

Industry: Individual and Family Services
Company Size: 51-200 employees

Worcester Community Action Council, Inc.

Apply

**Description**

**Our vision is to break the cycle of poverty one neighbor at a time **. Through safety-net services and asset building solutions, Worcester Community Action Council (WCAC) creates economic mobility opportunities for tens of thousands of people annually through programs such as energy assistance, early education and care, financial empowerment, positive youth development, and career pathways. WCAC serves 45 towns in Central and South-Central Massachusetts with offices located in Worcester, Southbridge, Webster, and East Brookfield. We are a team of 135 employees and an annual budget of approximately $35 million. **We are committed to a workplace culture with a shared passion for our vision that promotes teamwork, respect, and the opportunity to make a difference.**

**What We Offer**

WCAC offers on-the-job training and professional development opportunities, along with a comprehensive benefits package with no waiting period that includes health, dental, vision, life/LTD, and a 403(b) retirement plan. Employees enjoy a generous paid holiday calendar plus vacation, wellness, and sick time. We are committed to fair and transparent pay practices and provide an additional pay differential for bilingual employees. Eligible positions also offer a hybrid schedule with up to two remote workdays per week.

**Position Summary**

The Chief Financial Officer (CFO) provides strategic and operational leadership for all financial functions of a $35+ million nonprofit organization, overseeing financial reporting, budgeting and forecasting, general ledger management, internal accounting controls, and compliance policies. Long-range business planning is a core and ongoing responsibility of this role.

As a key member of the Senior Management Team, the CFO serves as a strategic partner to the Chief Executive Officer (CEO) across business systems, financial policies and procedures, and grant contract management and compliance. The CFO also plays an active role in advancing WCAC's strategic plan objectives — particularly its commitment to being a model employer and building the timely, relevant infrastructure needed to support staff and clients. In partnership with the CEO and Board of Directors, the CFO works through the Audit Finance Committee to offer strategic recommendations on the management, sustainability, and growth of WCAC's cash assets. For more information, please view the full job description here, Chief Financial Officer Job Description.pdf

**Requirements**

~~Research shows that women and people of color are less likely to apply to jobs unless they meet every single qualification. At WCAC we are dedicated to building a diverse, equitable, and inclusive workplace so if you are excited about this position, but don't meet all of the qualifications, we encourage you to apply anyways.~~

- Bachelor’s degree in finance or accounting.

- CPA Preferred.

- Seven years of senior level financial management experience, preferably in a non-profit organization.

- Experience with federal and state financial reporting for a non-profit organization.

- Knowledge of GAAP and financial statement preparation required with the ability to present information in a variety of ways.

- Experience managing payroll, grant funding, AP/AR, and IT services with a strong aptitude for technology.

- Deep understanding and Experience with federal OMB circulars and guidelines essential to success.

- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required. Demonstrated ability to learn and adapt to new software, databases, and technology.

- Excellent interpersonal skills with the ability to relate to people at all levels of an organization.

- Excellent communication skills both written and verbal, and ability to communicate complex processes with consistency and fidelity.

- Ability to analyze, interpret and communicate relevant financial trends, providing sound recommendations to senior management including the identification of potential risks and opportunities.

- Sound technical skills, good judgment, and a strong operational focus.

- Excellent negotiation skills with experience in procurement and contracting.

- Excellent project management and organizational skills.

- Excellent management and supervisory skills inclusive of accounting staff and grants contracts staff.

- Embraces and promotes diversity, equity, and inclusion initiatives.

~~Worcester Community Action Council, Inc. is committed to a policy of equal employment opportunity to all qualified employees and applicants for employment without regard to race, color, sex, age, national origin, religion, physical or mental ability, pregnancy or pregnancy related condition, sexual orientation, gender identification, genetic information, membership in the uniformed services or any other classification which is protected under state or federal law.~~

Salary Description

$120,000 - $150,000 annually

Chief Financial Officer

Smith Group of Americas is the parent company for SGTR, LLC., E. Smith Contractors, and SGTR RjO JV. We are dedicated to fostering innovation, excellence, and growth across our subsidiaries. Our companies specialize in delivering top-tier services and solutions, ensuring the highest standards of quality and customer satisfaction.

Industry: Construction
Company Size: 51-200 employees

Smith Group of Americas

**Job Summary **

Plans and leads an organization's financial operations, reporting, and governance to ensure financial health and support high-level strategic planning. Develops and drives the financial strategy, including capital allocation, funding initiatives, and resource management to support organizational goals. Collaborates with senior leaders to ensure financial controls, policies, and priorities are integrated across business operations. Oversees budgeting and forecasting to ensure resources and efforts align with the organization's mission. Researches and adopts emerging technologies, tools, and best practices to enhance reporting, forecasting, or operational efficiency. Negotiates and leads funding opportunities through debt, equity, and various financial instruments to support business operations, optimize cash flow, and manage risk.

Primary Job Duties

- Develop and implement financial strategies aligned with the company’s construction operations and growth plans.

- Oversee financial planning, budgeting, forecasting, and reporting for multiple construction projects.

- Manage cash flow, working capital, and capital expenditures to support project timelines and business needs.

- Ensure compliance with industry-specific regulations, tax laws, and financial reporting standards.

- Lead risk management efforts including insurance, bonding, and contract review.

- Collaborate with project managers and estimators to monitor job costing, profitability, and change orders.

- Maintain relationships with banks, bonding companies, auditors, and financial institutions.

- Evaluate and implement financial systems and technologies to improve efficiency and accuracy.

- Support strategic initiatives such as joint ventures, acquisitions, and geographic expansion.

- Oversee the finance and accounting department, ensuring effective internal controls, timely reporting, and continuous process improvement.

- Lead and develop the finance team, fostering a culture of accountability and excellence.

Education and Experience

- Bachelor’s degree in Accounting, Finance, or related field (MBA or CPA preferred).

- Minimum 10 years of financial leadership experience, with at least 5 years in the construction industry.

- Strong understanding of construction accounting principles, including WIP schedules, retainage, and job costing.

- Experience with ERP systems used in construction (Procore, Paychex, and Quickbooks).

- Proven ability to manage financial operations in a project-driven environment.

- Excellent leadership, communication, and strategic thinking skills.

Skills

- Familiarity with union and non-union labor cost structures.

- Experience with government contracts and prevailing wage compliance.

- Knowledge of construction law and contract negotiation.

- Management of Financial Resources

- Management of Personnel Resources

- Time Management

DataAnnotation is committed to creating high-quality AI. We are looking for a Chief Financial Officer to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

We are the leading search partner for private capital, focused on building successful, talented teams for private equity funds and their portfolio companies. We partner with businesses at all stages of the investment cycle across the UK, Europe and North America, offering exceptional service at an unrivalled pace.

Industry: Venture Capital and Private Equity Principals
Company Size: 51-200 employees

Finatal

**Chief Financial Officer | PE-Backed Multisite Healthcare Platform | Remote with travel **

**The Opportunity **

Finatal has been retained by an established middle-market private equity firm to appoint a Chief Financial Officer for one of their multi-site healthcare portfolio businesses.

This is a late-hold asset. The sponsor has a strong track record of building enterprise value across multi-site healthcare platforms and is now looking for a CFO who can drive the business toward a well-capitalised exit. The incoming CFO will be a central architect of that process - building the financial infrastructure, delivering investor-grade reporting, and sitting confidently at the board table with the sponsor and lenders.

The CFO will report directly to the CEO and will have full ownership of finance, accounting, FP&A, revenue cycle management, IT, tax and treasury.

**Responsibilities **

- Partner with the CEO and private equity sponsor to develop and execute the long-term financial strategy, with a clear focus on exit readiness and value creation.

- Build and strengthen the accounting and controllership function - improving systems, processes and policies to establish a controls framework capable of supporting a business at this stage of growth.

- Accelerate the close cycle and own the relationship with external auditors; deliver timely, accurate and audit-ready financial statements.

- Establish robust KPI dashboards and management reporting that give the management team and sponsors real-time visibility into performance across all locations.

- Lead all financial planning, budgeting and forecasting - developing a rigorous multi-year model that informs capital allocation and growth decisions.

- Lead technology and systems transformation across the business - driving ERP, IT infrastructure and broader systems implementations that underpin scalable growth.

- Manage the company's debt facilities, lender relationships and covenant compliance in a leveraged environment; serve as primary financial liaison to the PE sponsor.

- Lead financial due diligence and deal structuring on acquisitions, and drive post-merger integration to capture operational efficiencies.

- Partner with the CEO on revenue cycle strategy, payer contract optimisation and the financial architecture of the physician partnership model.

- Build and develop the finance team across all functional areas, coaching and retaining talent as the organisation scales.

- Coordinate all due diligence requests and financial workstreams in preparation for the eventual exit process.

**Requirements **

- Minimum 10 years of senior financial leadership, with meaningful experience inside PE-backed businesses operating in a leveraged environment.

- Track record of delivering results in a multi-site healthcare services business - physician practice management, behavioural health, denta, urgent care or closely adjacent verticals preferred.

- Strong accounting and controllership foundation - a CPA credential is strongly preferred; must be comfortable owning the accounting function end-to-end.

- Demonstrable experience transforming finance functions in high-growth environments -improving systems, processes and reporting where infrastructure did not previously exist.

- Hands-on experience with complex third-party payer environments and revenue cycle management.

- Experience leading or participating in ERP and broader technology implementations.

- M&A experience across financial due diligence and post-merger integration in a PE-backed context.

- A builder and operator - comfortable in environments where the infrastructure does not yet fully exist; hands-on without being a micromanager.

- Credible and composed in front of lenders, sponsors and external advisors.

- Open to US-based remote candidates; periodic travel to company headquarters required.

Daniel Defense is a family-owned and privately held firearms manufacturer located in Black Creek, Georgia. Founded in 2001 by Executive Chairman Marty Daniel, the company started from Marty’s vision to create custom rifle accessories for his personal rifle. An avid sportsman and supporter of the 2nd Amendment, Marty Daniel committed himself to producing a product that would be unmatched in quality and precision. Just 18 years later, Marty Daniel’s concept has evolved into one of the most recognizable brands in the firearms world, manufacturing the world’s finest AR-15 rifles, rail systems, and accessories for civilian, law enforcement, and military customers. Today with a combined 300,000 sq. feet of manufacturing space, Daniel Defense has maintained a commitment to quality and continuous improvement.

Industry: Manufacturing
Company Size: 201-500 employees

Daniel Defense, LLC

**Sr. Director of Technology **

Department: **Information Technology[DC1] ** Division: **Technology / Information Systems **

At Daniel Defense, **Only the Best Build the Best… **

Daniel Defense engineers and manufactures the world’s finest weapon systems and accessories. Our mission to Honor God and Defend Freedom is accomplished by serving customers and providing top quality solutions to our military, law enforcement and civilians that are seeking premium firearms for home defense, hunting, and sport shooting.

As the **Sr. Director of Technology **, you will lead our technology function, with ownership of IT, ERP, systems integrations, cybersecurity, and AI. You will report to the Chief Financial Officer, partner with the CEO on AI strategy and enterprise technology priorities, and serve as a key contributor to the senior leadership team.

This is a builder’s role. We are scaling our business and the technology platform must be built to support that journey. You will bring order to our systems, strengthen our security posture, and turn AI into real operating leverage across manufacturing, sales, marketing, and the back office. You will accomplish this with a lean but focused, high-performing team.

**Technology: ** ERP, MRP, e-Commerce, Marketing Technology, CRM, Microsoft (Active Directory, Azure, Office 365, SQL), AI Platforms, Cybersecurity, Machine Data Collection, Manufacturing Operations, and more.

**Year-One Priorities **

Success in the first 12 months is concrete and measurable:

- **Successful ERP migration. ** Own the end-to-end cutover. Deliver on time, on budget, and without operational disruption to manufacturing, supply chain, finance, or customer fulfillment.

- **Establish an AI operating capability. ** Move AI from concept to production across high-value workflows such as demand and inventory forecasting, sales and marketing automation, manufacturing analytics, and customer support.

- **Harden cybersecurity. ** Drive the company to full CMMC compliance, close audit gaps, implement layered defenses, and protect IP and customer data.

- **Build the team. ** Hire, develop, and retain strong technology talent. Build a focused, accountable team that scales with the business.

- **Run lean. ** Reduce costs in the technology P&L while expanding capability. Renegotiate vendor contracts, eliminate redundant tools, and tie technology spending to business outcomes.

**Essential Functions ****IT, Systems, and Infrastructure **

- Lead IT operations, end-user support, networking, identity, and infrastructure across all Daniel Defense locations.

- Define and report IT operating metrics including uptime, ticket resolution, cost per user, project delivery, and security posture.

- Build a stable, scalable, and secure platform on Microsoft (Active Directory, Azure, Office 365, SQL) and adjacent technologies.

**ERP and Software Integrations **

- Lead the Infor to Epicor migration as the accountable technology executive.

- Architect and operate the integration layer between ERP, MES, e-commerce, CRM, marketing technology, and machine data collection systems.

- Drive data integrity, master data governance, and a single source of truth across the business.

- Translate business requirements into integrated software solutions, partnering closely with finance, operations, supply chain, sales, and marketing.

**Cybersecurity **

- Build and operate a best-in-class information security program suited to a defense manufacturer.

- Drive CMMC, PCI, and other applicable compliance requirements to full attestation and ongoing readiness.

- Implement layered defenses across network, endpoint, identity, application, and OT/manufacturing systems.

- Lead incident response planning and security culture across the organization.

**Artificial Intelligence and Data **

- Own Daniel Defense’s AI strategy and execution. Identify, prioritize, and deploy AI use cases that deliver measurable business outcomes.

- Establish the data foundation—warehouse, pipelines, and governance—required for AI and analytics to scale.

- Evaluate and integrate AI capabilities into operations, marketing, sales, customer service, and engineering workflows.

- Build internal AI literacy and help the broader organization become more capable with these tools.

**Team Leadership and Talent Development **

- Recruit and develop a high-performing technology team. Build for character, curiosity, and capability.

- Mentor and stretch direct reports. Develop succession plans and “bench strength” so the function is resilient.

- Foster a culture of ownership, continuous improvement, and professional growth.

- Provide strong leadership that encourages collaboration and accountability.

- Expected to be a contributor to the company standards on high integrity, safety, fair and equitable treatment and a positive work environment[DC2] .

**Vendor, Budget, and Cost Discipline **

- Own the technology budget. Tie technology spending to business outcomes.

- Renegotiate vendor contracts, consolidate redundant tools, and eliminate underutilized software.

- Manage strategic partnerships with technology vendors and hold them accountable to outcomes.

**Strategic Leadership **

- Serve as the company’s chief technology architect. Ensure technology is strategically aligned, protected, secure, and available.

- Develop and execute a technology roadmap that supports Daniel Defense’s continued growth.

- Partner with the CFO on technology budget, ERP, and finance systems strategy. Partner with the CEO on AI strategy and enterprise technology priorities.

- Contribute to enterprise strategy, M&A diligence and integration, and long-range planning as a senior leader.

- Provides adequate support, training and development to team members to continuously improve Safety, 6s, Quality, Delivery and Productivity.

- Responsible for demonstrating commitment to and leadership of environmental health and safety principles, policies and procedures.[DC3]

- Other responsibilities as deemed appropriate or necessary by management.

**Knowledge, Skills and Abilities ****Required **

- 10+ years of progressive technology leadership, including experience as a senior IT or technology executive at a manufacturing or industrial company or a combination of related experience, education and/or training to sufficiently and successfully perform the essential functions of the job.[DC4]

- Demonstrated, hands-on experience leading a major ERP implementation or migration. Epicor experience strongly preferred; Infor experience a plus.

- Proven track record building and leading high-performing technology teams in a lean, fiscally disciplined environment.

- Working knowledge and active deployment experience with modern AI tools and platforms in a business setting.

- Experience building and operating an information security program in a regulated environment. CMMC and PCI experience required.

- Strong command of Microsoft (Active Directory, Azure, Office 365, SQL), integration platforms, and modern data architecture.

- Bachelor’s degree in computer science, engineering, information systems, or a related field, or an equivalent combination of experience and training.

**Preferred **

- Experience in firearms, defense, aerospace, or another regulated manufacturing environment.

- Background scaling a technology function during a period of significant revenue growth.

- Experience evaluating and integrating acquired companies’ technology stacks.

- Ability to identify and analyze business needs, develop solutions, and build strong working relationships with stakeholders.

- Strong project management skills with the ability to manage multiple priorities simultaneously.

- Demonstrated ability to recognize and work in accordance with our Company Values.[DC5]

**Physical Requirements **

- Must be able to lift and carry items weighing up to 50 pounds.

- Requires intermittent standing, walking, sitting, and bending throughout the normal workday.

- Must be able to work in a manufacturing environment, including working in and around machinery, with exposure to noise, chemicals, lights, and lasers.

- Must be able to wear appropriate Personal Protection Equipment as required by your position and Company policy.

Note: The statements above are intended to describe the general nature and level of work being performed by those assigned to the job. This list is not intended to be an exhaustive list of responsibilities, duties and skills required of personnel in this job. Responsibilities are subject to change at the discretion of the employer and do not establish a contract of employment – Daniel Defense is an at will employer.

SENIOR DIRECTOR OF TECHNOLOGY

Community Hospital Corporation owns, manages and consults with hospitals through three distinct organizations — CHC Hospitals, CHC Consulting and CHC ContinueCARE, which share a common purpose to guide, support and enhance the mission of community hospitals and healthcare providers. 

For more information please visit our website or call 972-943-6400


Career Opportunities
CHC and its affiliated hospitals seek talented professionals and physicians who are passionate about community hospitals and the patients they serve. Currently, CHC is recruiting for several employment and physician career opportunities. For more information please visit the careers section of our home page.

Industry: Hospitals and Health Care
Company Size: 5,001-10,000 employees

Community Hospital Corporation

Valencia County Hospital is seeking a Chief Financial Officer (CFO) to lead our new 15-bed acute care facility currently under construction in Los Lunas, NM. Owned by Valencia County and operated through a joint venture between Community Hospital Corporation (CHC) and Lovelace Health System, this startup facility represents a vital investment in rural healthcare.

Following the direction of the Chief Executive Officer, Board of Directors, and CHC's Senior Vice President of Hospital Financial Operations, the CFO is responsible for the leadership and oversight of the overall financial planning and operations of this new startup hospital. The successful candidate must ensure compliance with the hospital's mission, vision, and strategic direction while navigating the unique financial landscape of a rural/community healthcare environment.

**Principal Accountabilities**

The CFO appraises the organization's financial position and issues periodic financial and operating reports; directs the hospital's financial planning, revenue cycle, payroll, and accounting practices; oversees and directs treasury, budgeting, audit, tax, purchasing, real estate and insurance. The CFO develops and implements policies and procedures to include safeguarding of assets and adherence to generally accepted accounting principles; ensures proper accountability and reporting to federal and state agencies and all matters pertinent to a fiscally responsible flow of operations.

The CFO is responsible for positive relationships and effective communications with lending institutions, the financial community, Community Hospital Corporation, medical staff, employees, volunteers, community representatives and board members as appropriate.

**Executive Responsibilities & Leadership Expectations**

**Strategic Leadership & Vision**

- Startup Operations: With the direction of CHC, directs the hospital's financial planning, revenue cycle, payroll, and accounting practices from the ground up

- Financial Leadership: Provides oversight of all financial operations, ensuring compliance with applicable laws, regulations, and hospital mission

- Mission Alignment: Supports the hospital mission and ensures all stakeholders understand the vision and priorities of the facility

- Strategic Growth: Leads the development and implementation of short- and long-term strategic objectives to ensure clinical growth and essential services for the Valencia County community

- Executive Support: Fulfills the leadership role in the CEO's absence

**Clinical Operations & Financial Stewardship**

- Operations Management: Analyzes data to prioritize needs and implements process changes to improve both clinical and financial operations

- Financial Oversight: Participates in budget preparation (operating and capital) and ensures the effective use of productivity measures and resource stewardship

- Information Management: Guiding the strategy for secure data collection, privacy, and the evolving technological demands of a modern healthcare facility

**Safety, Quality, and Compliance**

- Culture of Safety: Maintains a safe functional environment, encouraging all staff to identify quality issues and participate in improvement initiatives

- Regulatory Integrity & Knowledge: Assures total compliance with federal, state, and local laws, as well as accrediting agency standards and CHC corporate policies. Deep understanding of the Medicare system and laws pertaining to healthcare finance

- Continuous Improvement: Actively measures and reports quality results, fostering a commitment to clinical excellence and patient satisfaction

**Talent Management & Accountability**

- High Performance Culture: Sets clear, consistent goals and holds the team accountable for results, creating a culture of ownership and excellence

- Staff Development: Proactively assesses developmental needs, providing frequent coaching and timely corrective feedback to elevate team competency

- Decisive Leadership: Takes prompt action to address behavioral problems or remove talent that is non-responsive to coaching and developmental activity

- Resource Availability: Ensures adequate staffing levels of competent, credentialed, and motivated personnel, including physicians and contract labor

**Stakeholder Engagement & Communication**

- Relationship Management: Builds rapport and trust with the Board, medical staff, and community business leaders to assess community healthcare needs

- Medical Staff Partnerships: Develops and maintains effective relationships with physicians to ensure a cohesive, team-based approach to care

- Community Diplomacy: Works with community leaders in Los Lunas to assess healthcare needs and build a positive image for the new facility

**Requirements**

**Education And Experience**

- BS/BA degree in finance, accounting, business or a related discipline required

- A CPA designation preferred

- A graduate level degree is a plus

- Critical Access Hospital experience is a plus

**Experience And Skills**

- 5 - 7 years of progressive career experience in Hospital Finance/Accounting.

- Hospital CFO experience required

- Requires managerial experience and demonstrated understanding and experience with hospital financial reporting, revenue cycle management, accounting, budgeting, accounts payable, treasury, audit, tax, payroll, information technology and materials management.

- Knowledge of hospital and health care practices and procedures as well as laws, regulations, and guidelines pertaining to healthcare finance

- Knowledge of financial management, accounting systems, treasury practices, risk management, financial controls, productivity measures, risk management, reimbursement principles, managed care contracting, information management, and materials management

- Knowledge of and demonstrated skill in leadership, strategic management, change management, communications, team building, continuous quality improvement, problem solving, decision-making, innovation, and stewardship of resources

**Benefits**

As a full time employee, we offer a competitive salary, quality work environment and eligibility to participate in the company benefit programs. These benefits include: Medical, Dental, and Vision insurance, health and dependent care spending accounts, 401(k) savings with match, life insurance, long-term and short-term disability coverage.

**About Community Hospital Corporation ** - HELP WHERE HOSPITALS NEED IT

Community Hospital Corporation owns, manages and consults with hospitals through CHC Hospitals, CHC Consulting and CHC ContinueCARE with the purpose to collaborate with partners and bring innovative solutions to support the vibrancy and accessibility of community healthcare. Based in Plano, Texas, CHC provides the resources and experience community hospitals need to improve quality outcomes, patient satisfaction and financial performance. Visit chc.com.

**About Lovelace Health System**

Lovelace is comprised of Lovelace Medical Group/New Mexico Heart Institute, Lovelace Women's Hospital, Lovelace Medical Center, Heart Hospital of New Mexico at Lovelace Medical Center, Lovelace Westside Hospital, Lovelace Regional Hospital and Lovelace UNM Rehabilitation Hospital. To learn more about our state-of-the-art treatment options, innovative health care providers and award-winning quality initiatives, visit lovelace.com.

Under the joint venture arrangement, CHC will be the manager with responsibility for day-to-day hospital operations while Lovelace will provide critical support services, including medical group support and access to its electronic health record. As part of Lovelace Health System, the hospital will reflect the Lovelace brand.

CHC is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Chief Financial Officer (CF0), Valencia County Hospital

Omnidian's mission is to protect and accelerate investments in clean energy. As a leader in end-to-end asset performance management for commercial systems and large residential lease providers, the company has established itself as the leading player in performance assurance and the post-installation experience. Omnidian ranks among the Global CleanTech100 (four straight years), America's Most Innovative Companies, and has been celebrated as a Top 100 Place to Work for seven consecutive years.

Industry: Services for Renewable Energy
Company Size: 201-500 employees

Omnidian

**About Omnidian**

Omnidian, Inc. is a fast-growing Series C tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. Omnidian is building a more sustainable future for the planet through our passionate teams, our innovative technology, and by creating an amazing customer experience. ~~We are a certified B Corp, headquartered in Seattle, WA~~

**The Job**

The Senior Director of Corporate Development will be the company’s dedicated M&A execution leader and financial services strategist. Reporting directly to the Chief Strategy Officer (CSO) with a strategic dotted-line reporting relationship into the Chief Financial Officer (CFO). This leader will serve as a strategic bridge between renewable energy assets and the financial markets; and this role is also responsible for translating the corporate strategy into successful, value-accretive transactions.

The Senior Director holds primary responsibility for transaction discipline, financial diligence, negotiation support, and post-merger integration (PMI) oversight, while proactively cultivating relationships with institutional investors to enhance asset bankability and market footprint.

**What You'll Do**

-  Financial Services Ecosystem & Strategic Cultivation

- Institutional Partnership Origination: Proactively identify and build strategic relationships with solar financiers, tax equity investors, and ESG-focused private equity firms to expand the company's footprint within capital markets.

- Back-Up Servicing Cultivation: Lead the strategic cultivation of financial institutions to position the company as the premier Back-Up Service Provider, ensuring institutional lenders, tax equity investors, and asset owners have the necessary operational contingencies to secure long-term financing for renewable portfolios.

- Institutional "Scouting" & Sales Handoff: Proactively identify opportunities within the financial services ecosystem—such as a new infrastructure fund launch or a debt facility expansion—and partner with the Sales Team..

- Financial Services Industry Mapping: Maintain a comprehensive and dynamic map of the financial services landscape as it pertains to renewable energy, including deep segmentation of infrastructure funds, institutional asset managers, tax equity providers, and debt/equity capital sources.

- Capital Structure & Fund Analysis: Conduct deep financial analysis on the profitability and risk profiles of various security types and fund structures. This includes modeling complex distribution waterfalls (catch-ups, carried interest, and hurdle rates) to evaluate the economic returns of tax equity flips, debt tranches, and equity participating interests.

- "Bankability" & De-risking Strategy: Collaborate with product teams to ensure the company’s performance guarantees meet the rigorous risk-assessment standards of Tier-1 banks and insurers, positioning the company as the essential de-risking layer for distributed energy portfolios.

- Capital Markets Positioning: Partner with the CSO to communicate the company’s value proposition to institutional investors, making it easier for financial institutions to deploy capital into the renewable energy space.

- Product-Finance Integration: Oversee the development of reporting frameworks that translate technical solar performance data into actionable financial KPIs for asset managers and investors.

-  Transaction Execution & Financial Rigor

- M&A Process Ownership: Lead and manage all phases of the deal lifecycle from initial management meetings and Letter of Intent (LOI) through definitive agreements and closing.

- Structured Partnerships & Minority Investments: Design and execute complex partnership structures for new clients, including Joint Ventures (JVs) and minority investment structures, to align long-term incentives and facilitate market entry for emerging financial products.

- Advanced Valuation & Modeling: Own end-to-end financial analysis, including sophisticated DCF modeling, transaction comparability analysis, and merger models. For the company, this includes specialized modeling for LCOE (Levelized Cost of Energy) and asset yield.

- Market Monitoring: Actively monitor, benchmark, and provide quarterly reporting on the performance, valuation multiples, and strategic movements of publicly traded solar and renewable energy companies to inform the company's relative market positioning.

- Due Diligence Leadership: Design and lead comprehensive cross-functional due diligence efforts (Legal, Product, Engineering, Ops) to identify and quantify key transaction risks for executive review.

- Negotiation Support: Serve as a key bridge to the CFO by providing rigorous corporate finance support, aligning financial modeling standards with fiscal policy, and assisting in the structuring of deal economics and negotiation of commercial terms.

-  Strategic Partnership & Pipeline Management

- Strategic Alignment: Work closely with the CSO to validate strategic alignment, market opportunity, and competitive fit for all inbound and CSO-sourced targets, with a focus on FinTech and InsurTech white spaces.

- Executive & Board Communication: Prepare and present data-driven investment theses and financial rationale to the Executive Team and Board of Directors, ensuring joint alignment between corporate strategy (CSO) and financial impact (CFO).

- External Representation: Act as a senior representative when engaging with investment bankers, venture capitalists, and target company executives.

-  Post-Merger Integration (PMI) & M&A Infrastructure

- Integration Planning: Drive detailed integration plans for Finance, Operations, and G&A functions to ensure smooth transitions.

- Synergy Realization: Establish frameworks for tracking and validating financial and operational synergies post-close against the original deal thesis, coordinating closely with the CFO's core finance team to verify performance.

- M&A Playbook: Formalize and continuously improve the company's M&A strategy and tools to build a repeatable, scalable acquisition function.

**Experience You’ll Need**

- Experience: Minimum 10+ years of progressive experience in transaction-intensive roles (Corporate Development, Investment Banking, or Private Equity).

- Track Record: Proven track record of successfully leading, structuring, and closing multiple M&A transactions (ideally in the $25M - $200M enterprise value range) within the renewable energy, technology, SaaS, or FinTech sectors

- Leadership: Demonstrated experience influencing cross-functional teams and managing external financial/legal advisors

- Education: Bachelor’s degree in Finance, Economics, or related field required;

**Experience That's a Plus**

- Strong preference for candidates with deep experience in Renewable Energy Finance

- MBA from a top-tier program highly preferred

**Logistics**

- We are unable to provide sponsorship for this role, now or in the future

**Work-Life & Culture**

- We provide outstanding benefits including family medical, dental, vision, disability, 401(k) administration and $1k match per year and thoughtful paid time off

- We offer 12 weeks of paid parental leave to all FTE employees (birthing and non-birthing) after 1 year, and four-week paid sabbatical leave after four years

- We offer a competitive total compensation package that includes monthly health insurance premiums, bonuses and long-term stock options for every employee

- We love to lift each other up through company-wide slack channels such as #puppiesandpets, #omnidian-wellness, #praiseandbooms and #sustainablefuture

- We have affinity groups to help employees feel seen and supported, such as Rainbow Array, Black Lights Matter, Neurospicy R Us, Puente and more

- We are a passionate, mission driven team that believes in collaboration, mutual respect and trust. For examples, come Discover our Story!

**Grow with Us**

- We mentor and invest in our employees and prioritize them for future opportunities. Check out our Instagram reels to see a few career journey examples, or this Omnidian Career Experience overview on YouTube

- Internal candidates: Check out our advice on Internal Transfer: Job Application Process

- We’re a fast-growing growth company, which means we’re constantly reinventing processes, adding new products, and asking people to use all of their skills and talents. That means there’s going to be a lot of opportunities for you to grow, which also means you will likely be stretched in ways you’ve never experienced in a job before. If you are resilient, determined, and not afraid of a big challenge, come apply.

**Privacy**

~~California-based candidates: To understand more about the data we collect and process as part of your application, please view our California Job Candidate Privacy Policy. https://www.omnidian.com/privacy-policy-ca-candidates/~~

**Diversity and Inclusion**

~~We strongly believe that diversity of experience, perspectives, and background will lead to a better environment for our employees and a better product for our customers. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. We value diversity and inclusion and are committed to ensuring our hiring and retention practices, as well as our office culture, reflects this value.~~

~~We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.~~

~~Omnidian is an equal opportunity employer. We are committed to diversity in the workplace. We make employment decisions on the basis of merit and business need. We hire without consideration to age, ancestry, citizenship, disability, gender expression, gender identity, marital status, national origin, political activity or affiliation, race, religion, sexual orientation, veteran status, or any other basis protected by law.~~

We invite you to be part of our mission to create a workplace that is inclusive and welcoming to all.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

**Our Philosophy on Pay: **The range listed above reflects the starting base salary for most new hires in this role. However, your financial growth doesn't stop at the offer letter. We invest deeply in our people and reward results; annual merit increases can bring your total compensation above this initial range. Our goal is for you to continue growing within the pay band as you sharpen your skills and drive meaningful outcomes.

- Committed to Parity: We eliminate the "negotiation tax" by placing candidates within the band based on verified professional experience and skill set, not bartering ability, and by giving our best offer up front. This is a core part of our mission to ensure gender pay equity and fairness across the board

- Comprehensive Health Coverage: Your well-being is our priority. We cover 100% of health insurance monthly premiums for employees and 50% for your dependents. Performance Bonus: Exceptional work deserves exceptional rewards. You’ll be eligible for bonuses that reflect your contributions to our collective success

- Equity Stake: We offer stock options so you can share in the long-term value you help create as we shape the future together

- Continuous Growth: We are a learning organization. To support your evolution, we provide up to $500 in annual learning reimbursement for courses, certifications, or conferences

Senior Director, Corporate Development & Financial Markets

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. 

GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development.

GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.

For more information, visit www.gmfinancial.com.

NMLS #2108 (https://nationwidelicensingsystem.org/about/Pages/NMLSConsumerAccess.aspx)

Industry: Financial Services
Company Size: 5,001-10,000 employees

GM Financial

**Job Description**

**Why GM Financial Bank?**

GM Financial Bank is a newly formed bank. Team members joining now will play a pivotal role in shaping the bank, which will offer auto finance and deposit products. Joining GM Financial Bank means an opportunity to help build a customer-focused bank from the ground up.

**Responsibilities**

**About the Role:**

The **SVP Chief Financial Officer - ILC **will be responsible for managing all finances and fiscal operations of the Bank, including its compliance with General Accepted Accounting Principles ("GAAP") and related regulatory requirements but excluding Treasury.

**In This Role, You Will**

- Accounting including overseeing preparation of GAAP financial statements, ensuring the accuracy and integrity of regulatory financial reporting and overseeing Call Report preparation and other regulatory filings.

- Financial Planning & Analysis (FP&A) including leading annual budgeting and multi-year financial planning and developing profitability analysis.

- Capital Management including monitoring regulatory capital ratios, leading capital planning and capital adequacy analysis and developing capital contingency plans.

- Investment Portfolio Management including managing the bank’s investment securities.

- Management & Board Reporting including providing monthly financial reporting to executive management and the board of directors.

- Cost Management including overseeing expense management framework.

- Tax Management including tax planning and compliance.

- Vendor Management & Third-Party Risk Management including overseeing the Bank’s programs for each and ensuring appropriate service level agreements (SLAs), performance metrics, and financial controls.

**Qualifications**

**What makes you a dream candidate?**

- Advanced knowledge of the local, State and Federal law affecting the Bank.

- Advanced knowledge of financial and accounting matters affecting the Bank.

- Advanced knowledge of management processes such as planning, budgeting and financial analysis.

- Ability to interact with and influence with regulators while driving the ILC process.

- Ability to effectively translate the above knowledge into feasible strategies, policies and processes and to implement them with positive impact on corporate goals and objectives.

- Ability to read, analyze and interpret complex financial reports and regulatory documents.

- Strong decision-making skills with ability to respond quickly and accurately as issues arise.

- Ability to deal effectively and tactfully with corporate personnel, customers, contractors, consulting attorneys, court officials, regulatory agencies and the general public.

- Strong, effective and persuasive oral and written communications skills at all levels of management.

- Ability to select, lead, evaluate and develop employees.

- Highly developed leadership and interpersonal skills.

- Excellent planning, organizational and time management skills.

**Experience**

- ﻿CPA preferred

- Normal office environment

- Greater than 10 years progressively responsible financial, legal or other relevant executive experience in regional banking or an ILC required

- Greater than 10 years corporate management experience required

- Bachelor’s degree in finance, accounting or related field required

- Master’s Degree Preferred

**#GMFJob **s

SVP Chief Financial Officer - GM Financial Bank

Asana empowers organizations to work smarter. Asana is the only enterprise work management platform that connects company-wide goals, strategic initiatives, and the execution of work in one place. Asana has over 150,000 customers and millions of users in 200+ countries and territories. Customers like Amazon, Roche, and T-Mobile, rely on Asana to manage everything from goal setting and tracking to capacity planning, to product launches. For more information, visit www.asana.com.

Industry: Software Development
Company Size: 1,001-5,000 employees

Asana

The Head of Internal Audit & SOX leads the company’s Internal Audit function and defines the strategy for strengthening the organization’s risk management, governance, and internal control environment.

This role reports administratively to the Chief Financial Officer and functionally to the Audit Committee of the Board of Directors, ensuring the independence and effectiveness of the Internal Audit function.

You will be responsible for overseeing the company’s SOX compliance program, enterprise risk management (ERM) activities, risk-based operational audits, and internal investigations. The role will design and execute a modern, risk-focused audit program that supports the company’s continued growth while maintaining a strong control environment.

As a senior leader, you will partner closely with executives across Finance, Legal, Security, Engineering, and Operations to identify and evaluate key risks, assess the effectiveness of controls, and provide independent insights that help the company scale responsibly. You will also serve as a trusted advisor to leadership and the Audit Committee by providing perspective on governance, risk management, and operational excellence.

The ideal candidate is both strategic and pragmatic; able to build long-term programs while engaging directly with complex operational challenges and emerging risks. Your work will play a critical role in strengthening the company’s governance framework and enabling leadership and the Board to make informed, risk-aware decisions.

This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.

**What You’ll Achieve**

- Lead the Internal Audit function: Define and execute the Internal Audit strategy and annual risk-based audit plan, aligning audit priorities with the company’s evolving risk landscape and strategic objectives.

- Partner with the Audit Committee: Provide regular updates on audit activities, key risks, control effectiveness, and remediation progress, ensuring transparency and strong governance oversight.

- Oversee the SOX program: Own the company’s SOX compliance program across business processes, IT controls, and entity-level controls (ELCs), partnering with process owners, external auditors, and consultants to ensure effective execution, remediation, and continuous improvement.

- Strengthen enterprise risk management: Partner with Legal and executive leadership to facilitate the ERM program, including risk identification, assessment, prioritization, and monitoring of key enterprise risks.

- Drive operational excellence through audits: Lead risk-based operational audits across critical business processes, systems, and strategic initiatives, delivering actionable insights that improve operational effectiveness, scalability, and control maturity.

- Lead investigations and sensitive matters: Oversee internal investigations, escalations, and special assignments as needed, ensuring objective analysis, appropriate escalation, and fair resolution in collaboration with Legal, HR, and leadership.

- Influence executive decision-making: Communicate risk insights clearly to executive leadership and provide practical recommendations that strengthen governance and support informed decision-making.

- Build strong cross-functional partnerships: Develop trusted relationships across Finance, Legal, Security, Engineering, and Operations to embed risk awareness and accountability throughout the organization.

- Modernize audit capabilities: Advance automation, data analytics, and continuous monitoring to enhance audit coverage, efficiency, and impact.

**About You**

- 15+ years of progressive experience in Internal Audit, Risk Management, or Public Accounting (Big 4 strongly preferred), ideally within high-growth technology or global organizations.

- Proven experience leading or overseeing an Internal Audit function and interacting with executive leadership and/or Audit Committees.

- Deep expertise overseeing SOX 404 programs, including business process controls, IT general controls, and entity-level controls.

- Strong experience leading risk-based internal audit programs, operational audits, and enterprise risk management initiatives.

- Demonstrated ability to build and scale internal audit frameworks, methodologies, and governance programs.

- Strong knowledge of COSO framework, PCAOB auditing standards, Sarbanes-Oxley requirements, and internal control best practices.

- Experience partnering with senior leadership and cross-functional stakeholders to influence risk management and control decisions.

- Strong judgment and experience managing sensitive investigations, escalations, and complex organizational matters.

- Excellent communication and leadership skills, with the ability to translate complex risk and control concepts into clear business insights.

- CPA, CIA, CISA, or CFE preferred.

- Demonstrated curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making

At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.

**What We’ll Offer**

Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.

For this role, the estimated base salary range is between $279,000 - $326,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.

In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this role.

We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:

- Mental health, wellness & fitness benefits

- Career coaching & support

- Inclusive family building benefits

- Long-term savings or retirement plans

- In-office culinary options to cater to your dietary preferences

These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this role.

**About Us**

Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.

**Join Asana’s Talent Network ** to stay up to date on job opportunities and life at Asana.

Head of Internal Audit & SOX

United Surgical Partners International (USPI), a subsidiary of Tenet Healthcare Corporation (NYSE: THC), operates the largest ambulatory platform in the country. With more than 480+ facilities across the United States, the company serves patients in ambulatory surgery centers and surgical hospitals. For more information, please visit www.uspi.com.

USPI’s mission is simple, but the gravity of it is profound. We care for every patient and their family as if they were our own. Each patient, each family, each and every time.

Industry: Hospitals and Health Care
Company Size: 10,001+ employees

United Surgical Partners International, Inc

**Job Summary**

**COMPANY BACKGROUND:**

Tenet Healthcare Corporation (NYSE: THC) is a diversified healthcare services company headquartered in Dallas. Our care delivery network includes United Surgical Partners International, the largest ambulatory platform in the country, which operates ambulatory surgery centers and surgical hospitals. We also operate a national portfolio of acute care and specialty hospitals, other outpatient facilities, a network of leading employed physicians and a global business center in Manila, Philippines. Our Conifer Health Solutions subsidiary provides revenue cycle management and value-based care services to hospitals, health systems, physician practices, employers, and other clients. Across the Tenet enterprise, we are united by our mission to deliver quality, compassionate care in the communities we serve. For more information, please visit www.tenethealth.com.

**JOB DESCRIPTION:**

The Market Chief Financial Officer will be responsible for oversight of the financial performance and integrity of a USPI portfolio of facilities across a “Market” (a collection of USPI regions). He/she will have responsibility for ensuring that all facilities in the Market run in the most margin optimized manner as possible and that all financial risks are managed appropriately.

The Market Chief Financial Officer serves a key member of the USPI Market Leadership Team, and as such, participates in establishing and implementing annual plans, operational improvement and financial controls. He/she is a key member of the team that interacts and communicates on a regular basis with an array of internal and external constituents, including key partners, as needed.

The Market Chief Financial Officer has responsibility for the identification, independent assessment of operational optimization, establishing and monitoring of action plans, and for the communication of opportunity and progress to USPI’s VP of Operations Finance, the Market President and Corporate Leadership. The Market Chief Financial Officer is also responsible for the monitoring of financial performance at a facility, regional and market level to ensure performance against budget expectations.

The Market Chief Financial Officer is responsible for monitoring of revenue cycle processes, growth initiatives including the evaluation of new service lines and investments (operating expense or capital), labor management, supply chain efficiency, other expense management. He / she must have strong business acumen and leadership to manage business office managers, directors of materials management, surgical hospital CFOs, etc. as needed through solid / dotted line reporting. He/she must also work effectively with Corporate USPI and Tenet Healthcare departments such as Accounting / Financial Reporting, Internal Audit, Legal, Compliance, and other departments that provide support services to the facilities.

**The USPI Market Chief Financial Officers will:**

- Evaluate daily and weekly operating results to ensure that revenues, expenses, and labor are within targets; informing facility leadership of needed improvements in a timely manner.

- Establish and maintain sound financial controls and record keeping, including approving labor and non-labor financial expenditures up to an established level.

- Continuously monitor facilities overall financial position relative to budget expectations, participate in operating reviews and earnings optimization plan development as well as implementation.

- Interface with appropriate departments in the review of key budget assumptions as well as routine reviews to ensure appropriate utilization of resources that impact financial performance.

- Prepare financial forecasts and monitor performance versus budget; consolidate results, develop rolling 90-day forecasts with facility accounting support, and implement cash management controls.

- Prepare mid-month projects for the respective regions and drive actionable tactics to pivot and improve overall margins.

- Coordinate with other senior members of the leadership team in the development of major strategic and financial plans, including capital expenditure programs.

- Review, evaluate and ensure the effectiveness of all financial systems and processes across facilities. Direct the development and implementation of new policies and procedures as required.

- Assist in the development of new business by analyzing the feasibility of new programs, including managed care contracts, and advise management of the financial prospects.

- Keep abreast of government regulatory requirements and the rapidly changing reimbursement environment to develop and implement changes to policies and procedures as needed.

- Attend promptly to the administrative details of the position including the signing of documents, preparation of reports, completion of performance appraisals and other employee-related actions.

- Ensure that the financial operations of the facility are carried out in an ethical, compliant, and responsible manner.

- Ensure the continued financial education and reporting to our existing partnerships.

- Has a track-record of delivering year over year improved financial performance in a complex, matrix organization.

- Establishes realistic and aggressive financial goals, targets, and metrics consistent with corporate, market and facility priorities across core operations finance areas including but not limited to volume / acuity, revenue cycle performance, expense management.

- Sets and maintains fiscal year pace and rigor for facility management with a high degree of financial operational excellence (e.g., planning, contracts, forecasting, cash management).

- Effectively gauges external factors and trends to provide a forward-looking perspective when creating business strategy and forecasting.

- Demonstrates business and analytical skills to identify gaps in the current business plan and actively refreshes the financial outlook and strategy as needed (e.g., case management, staff/volume adjustment, net revenue management).

- Acts as full partner at facility, market and corporate level in pursuit of earnings optimization opportunities across revenue integrity, volume and service line growth, and cost efficiency.

- Actively engages facility leadership and physicians in improving short- and long-term results (e.g., facility earnings improvement plans, labor management, supply management efficiency, capital prioritization and vetting, reporting systems etc.).

- Demonstrates excellence in engagement and communications, with a highly visible leadership approach, that results in financial understanding and “ownership” at all levels across markets.

- Maintains high quality standards (e.g., oversee preparation of financial statements and business plans; ensures optimal internal audits with no Sarbanes-Oxley items; maintains and addresses monthly internal control checklist).

**Qualifications**

**Important Skills and Competencies:**

**REQUIRED SKILLS:**

Education:

A Bachelor’s degree in Business, or appropriately relevant field, is required. A Master’s degree in Business, Healthcare Administration or Public Health is highly preferred. A CPA designation is highly preferred.

**Experience ****:**

Minimum of at least 5-7 years of experience in the healthcare/hospital industry in progressive finance role with knowledge of the industry dynamics, financial planning and core operations finance processes.

**Other requirements ****:**

- Exhibited success in a finance leadership role in healthcare

- Proven experience in using data to drive financial and operational improvement

- Skilled at team building and has a track-record of being a collaborative and effective manager

- Possess and demonstrate excellent organizational, interpersonal, and communication skills

- Capacity to work independently with minimal supervision

- Ability to accommodate moderate travel to facilities, depending on need

**Travel **:

Within region. Selected candidates will be required to pass a Motor Vehicle Record check.

USPI Market Chief Financial Officer - Phoenix

Bend the Arc engages people and communities throughout the United States in creating economic opportunity and promoting social justice. We are building a national movement that pursues justice as a core expression of Jewish tradition. We invest to revitalize neighborhoods, organize in communities across lines of race and faith, and train Jewish and interfaith social justice leaders. Join us.

Industry: Non-profit Organizations
Company Size: 11-50 employees

Bend the Arc: A Jewish Partnership for Justice

**About Bend the Arc **

Bend the Arc is building a multiracial, multiethnic, intergenerational movement of Jews and allies across the country who are rising up to build an American future free from white supremacy, antisemitism, and racism. We’re investing in systems that keep our communities safe and divesting from systems that uphold white supremacy. We organize, advocate, tell stories, and develop the leaders that we need to finally build a true multiracial democracy in America. And we’re fighting for the joyful future we deserve: one where Black liberation is realized and where all of us — within and beyond our Jewish community — are safe and thriving.

The Bend the Arc family of organizations consists of **Bend the Arc: Jewish Action **, our 501(c)(4) organizing and advocacy arm; **Bend the Arc Jewish Action PAC **, the first and only Jewish PAC to advocate exclusively for progressive policies in the U.S.; and **Bend the Arc: A Jewish Partnership for Justice **, our 501(c)(3) education and leadership arm. We are proud to be a Union shop with our Bend the Arc Workers Union under the Non-profit Employees Union (NPEU).

For more information about working at Bend the Arc, our hiring process, and our new hire orientation, please check out our website here.

**About the Position **

The CFO will oversee the organization’s finance, compliance, budgeting and administrative management. Reporting to the CEO, the CFO will be a change agent in driving best practices in support of the organization’s objectives. We seek a mission-focused, seasoned, strategic, and process-minded leader with experience implementing best practices in c3-c4-PAC related organizations, and developing a learning culture among a diverse and talented staff. This role supervises the finance team.

This is an outstanding opportunity for a senior executive with excellent people skills and a proven track record of financial oversight, operational leadership, and creative problem-solving. They will join a successful mission-driven advocacy organization and help lead it to become even more efficient, effective and nimble.

**Key Responsibilities **

~~Strategy and Vision ~~

- Ensure that Bend the Arc has the financial and operational systems and staff to achieve its strategic goals and objectives.

- Provide analytical support to the organizations’ management including development of internal reporting capabilities.

- Collaborate closely with the CEO and the senior management team to help guide the overall management of the organization.

- Collaborate closely with the Chief Development Officer to ensure coordinated systems and processes and aligned financial planning between finance and development

~~Financial Stewardship ~~

- Guide strategic financial planning, and ensure the organizations have efficient and effective financial systems that support their missions. Advise the CEO and other key members of senior management on financial planning, budgeting, cash flow, growth priorities, and policy matters.

- Financial reporting: Ensure transparent reporting that informs decision-making in a strategic way. Oversee the bookkeeping team and operations team in the preparation of financial reports for internal stakeholders, board members, and grantors as required.

- Financial analysis: Provide financial analysis and insights to support informed decision-making by leadership.

- Compliance: Ensure all financial systems between the entities are managed in line with legal obligations and accounting and reporting best practices.

- Supervise and lead the finance team, as well as consultants including outsourced accounting support, auditors, compliance and charity filing firms, and organizational legal support

- Serve as the management liaison to the boards and finance and audit committees; and effectively communicate and present critical financial matters at select meetings of the boards of directors and board committees.

- Budgeting: Lead the preparation and monitoring of the annual budget in collaboration with the bookkeeping, operations and development teams, CEO, and senior staff. Provide financial management and oversight for the budget. Ensure timely delivery of transparent and informative monthly budget reports.

- Cash flow management: Monitor inter-organizational contracts, resource sharing agreements and cash flow between entities while ensuring appropriate compliance systems.

- Financial record keeping: Ensure that the organizations maintain accurate and up-to-date financial records, including accounts payable and accounts receivable.

- Build and maintain financial systems to manage multiple entities with best practices for financial compliance and reporting

- Accounts payable, expense tracking and purchasing: Ensure best practices in recording and categorizing all expenses, including proper documentation and adherence to budget guidelines. Be accountable for efficient systems to manage and process new vendors and organization-wide purchasing.

- Banking: Optimize banking relationships to ensure smooth financial operations and to protect the assets of the organizations.

- Controls: Be accountable for implementing best practices on financial controls systems at all levels of the organizations.

- Audit process: Supervise the preparation of external financial audits, and liaise with the boards of directors and the audit committees on audit planning, review and approval.

~~Compliance ~~

- Bottom-line financial and multi-entity compliance at Bend the Arc, and ensure that the organizations meet all regulatory and reporting requirements.

- Coordinate with the bookkeeping, legal, and operations teams to ensure compliance with all relevant financial regulations, tax requirements, and reporting obligations for political and nonprofit organizations, including campaign finance reports as needed.

- Support managers in the training and implementing of compliance procedures and requirements with their direct reports

~~Operational Leadership ~~

- Ensure that Bend the Arc programs have the operational and logistical support they need to be successful

- Ensure Bend the Arc budget managers have up-to-date budget to actuals and internal reporting mechanisms to accurately track and plan their budgets

- Lead our fiscal sponsorship program to ensure maintenance of existing relationships and sustainable growth of this revenue stream

- Ensure consistent and efficient management of contracts across the organization

- Create new operational systems as required, and lead with innovation to meet the organization’s changing needs

~~This job description is intended to convey information essential to understand the scope of the position. It is not intended to be an exhaustive list of skills, efforts, duties, or responsibilities associated with the position. ~~

**Required Skills and Qualifications **

~~Position Specific: ~~

- 10 years of relevant experience (or combination of education and experience) in financial and compliance leadership roles at multi-entity organizations (501(c)(3), 501(c)(4) and PAC), CPA preferred

- Experience managing a team, supporting growth and development of direct reports through clear communication of expectations, frequent, timely and actionable feedback and building of trusting relationships grounded in an understanding of power

- Capacity to hold, organize, and synthesize large amounts of information at a complex organization with multiple streams of work happening simultaneously

- Ability to maintain confidentiality of sensitive information

- Strong project management and administrative skills with the ability to create and improve systems and processes

- Motivation and organization to accomplish tasks and complete projects, working both independently and collaboratively in a group setting (within and across teams)

~~Staff Wide: ~~

- Demonstrates a strong commitment to justice and equity and grounding in pro-Black values and practices; familiarity and alignment with Bend the Arc’s mission and vision

- Developed racial equity praxis (analysis and skill) that can be applied to day to day work

- Resilience and self-awareness to navigate power, responsibility and experience mindfully

- Values and is open to giving and receiving feedback.

- Communicates effectively, honestly, and considerately

- Works collaboratively and considerately with colleagues, within and across teams, to achieve goals and objectives

- Completes administrative responsibilities in a timely manner

**Compensation, Benefits, and Work Schedule **

This is a full-time, exempt position, and is not eligible for Bend the Arc: A Jewish Partnership for Justice's union. The work schedule will include some evenings and weekends when needed. The annual salary range is $155,000-165,000, commensurate with experience. Statistics show that women and candidates from marginalized identities are less likely to negotiate salary and benefits, so to maintain equity, Bend the Arc has moved away from the culture of negotiation. When we make an offer, we offer the highest salary within the salary range that we assess matches the individual’s qualifications and fit for the role.

Our employees are offered a comprehensive benefits package.

**Please submit your application here. **This search is being run by NRG Consulting Group. Please contact Naomi Roth-Gaudette with questions at jobs@nrgconsultinggroup.org. Applications will be reviewed on a rolling basis. The preferred application deadline is June 15, 2026.

PharmaLink, Inc. is the nation's premier Pharmaceutical Reverse Distribution provider. With services spanning the complete spectrum of the pharmaceutical supply chain, they have a 360° view of the return processing needs of all businesses involved in the delivery of healthcare. PharmaLink delivers impactful solutions that trim cycle time while safely removing nonsalable products from the marketplace. With a process backed by a powerful enterprise infrastructure, PharmaLink produces accurate processing and analytics that optimize business decisions and increase bottom line. This is all achieved while adhering to stringent regulatory guidelines at the state and federal level. With customizable solutions available for any size client, PharmaLink is the choice provider for pharmaceutical return and disposal solutions.

Industry: Pharmaceutical Manufacturing
Company Size: 201-500 employees

PharmaLink, Inc.

**Description**

**JOB DESCRIPTION**

**JOB TITLE: ** Chief Financial Officer (CFO)

**DEPARTMENT: **400 - Finance

**REPORTS TO: **Chief Executive Officer (CEO)

**Job Summary**

The Chief Financial Officer (CFO) at PharmaLink is a key member of the executive leadership team and a strategic business partner to the CEO, executive leaders, and private equity partners. This role requires a hands-on, operationally engaged finance leader who combines strong business acumen with people leadership, accountability, and execution.

The ideal candidate is a “working CFO” — someone who is willing to roll up their sleeves, understand the business at all levels, and build scalable financial infrastructure while driving performance, accountability, and operational discipline across the organization.

This role directly oversees the Finance department. The CFO must be able to partner closely with other leaders to ensure alignment between financial strategy, operational execution, and organizational growth.

The CFO will oversee and lead PharmaLink’s accounting, financial planning & analysis (FP&A), treasury, budgeting, reporting, audit, and strategic finance functions while helping position the company for continued growth and scalability within a private equity environment.

**Key Responsibilities**

- Serve as a strategic and operational finance partner to the CEO, executive leadership team, private equity investors.

- Provide executive oversight of accounting, financial reporting, budgeting, and cash flow management functions, while directly leading FP&A, forecasting, financial modeling, and enterprise financial strategy initiatives.

- Build, refine, and maintain scalable financial infrastructure, reporting tools, KPIs, and dashboards that provide timely visibility into company performance and leading indicators.

- Prepare and present weekly, monthly, quarterly, and annual financial reporting packages to executive leadership, board members, private equity stakeholders, and lenders.

- Partner cross-functionally with department leaders to improve financial accountability, operational efficiency, and business decision-making.

- Drive budgeting discipline and educate leaders on financial ownership, forecasting, and performance management.

- Support organizational scalability through financial modeling, workforce planning support, capital planning, and process improvement initiatives.

- Maintain strong relationships with banking partners, auditors, tax advisors, and external financial stakeholders.

- Evaluate financial risks, operational gaps, and succession vulnerabilities while implementing proactive mitigation strategies.

- Ensure compliance with GAAP, regulatory requirements, lender obligations, and internal financial controls.

- Provide financial analysis and strategic guidance related to growth initiatives, investments, acquisitions, vendor agreements, and commercial opportunities.

- Maintain and optimize ERP and financial systems infrastructure, including SAP and related reporting platforms.

- Foster a high-performance, accountable finance culture focused on collaboration, responsiveness, execution, and continuous improvement.

- Participate as a key contributor in executive planning, compensation strategy discussions, and board-level initiatives.

- Prepare and present quarterly board meeting materials in collaboration with the PharmaLink executive leadership team.

Leadership Profile

**The Successful Candidate Will Demonstrate**

- Executive presence with the ability to influence across all levels of the organization

- Strong private equity relationship management experience

- A hands-on, business-minded leadership style

- High accountability and urgency with the ability to drive deadlines and execution

- Strong operational curiosity and willingness to learn the business beyond finance

- Ability to coach leaders to expectations, work through organizational challenges, and navigate around barriers to achieve business objectives

- Strong emotional intelligence, communication, and relationship-building skills

- A balance of strategic thinking and tactical execution

- Proven ability to build trust, accountability, and alignment across departments without direct reporting authority

**Requirements**

QUALIFICATIONS:

- Bachelor’s degree in accounting, finance, or related field

- 15+ years of progressive financial leadership experience

- Prior experience as a CFO, VP of Finance, or equivalent senior financial executive

- Experience working within a private equity-backed environment

- Experience interacting directly with lenders, investors, and boards

- Strong understanding of GAAP, financial controls, budgeting, forecasting, and financial operations

- Proven experience building scalable financial processes and reporting structures

- Strong executive communication, leadership, and business partnership skills

- Experience leading ERP-driven financial environments (SAP preferred)

**Preferred Qualifications**

- MBA, CPA, or other advanced financial/business credential

- Experience in pharmaceutical services, healthcare, life sciences, logistics, distribution, or other regulated industries

- Experience supporting high-growth or rapidly scaling organizations

- Experience leading organizational and financial transformation initiatives

Core Competencies

- Financial & Operational Leadership

- Strategic Business Partnership

- Private Equity Relationship Management

- Executive Communication

- Organizational Influence

- Analytical & Critical Thinking

- Financial Planning & Analysis

- Risk Assessment & Mitigation

- Process Improvement & Scalability

- Leadership Coaching & Accountability

- Change Management

- Business Acumen & Execution Excellence

Chief Financial Officer ( Fully on-site)

Health Plan of San Joaquin/Mountain Valley Health Plan (not-for-profit health plan) is the leading Medi-Cal managed care provider in San Joaquin in Stanislaus Counties, now serving Medi-Cal members in Alpine in El Dorado Counties. Located in the heart of California’s multicultural Central Valley, Health Plan offers a broad network of providers and works closely with physicians to develop programs and services to ensure quality health care for over 450,000 members. 

NCQA Accreditation: The National Committee for Quality Assurance (NCQA) has awarded HPSJ a Three-Year Accreditation for Medicaid HMO for our Medi-Cal line of business. In California, Medicaid is known as Medi-Cal.

Industry: Hospitals and Health Care
Company Size: 501-1,000 employees

Health Plan of San Joaquin/Mountain Valley Health Plan

Health Plan of San Joaquin is now hiring a CFO! This position is remote with the expectation

**What You Will Be Doing:**

Under limited supervision, the Chief Financial Officer is responsible for directing the financial activities of HPSJ in a manner that anticipates and supports current and future organization objectives, and complies with the highest ethical, and applicable technical and regulatory standards. Work is varied and highly complex and requires a high degree of discretion and independent judgment.

**Supervises**

-  Finance management staff

-  Administrative Assistant

**Essential Functions:**

-  Identifies, develops, plans and executes short, medium and long-range organization and division strategies; ensures the development and implementation of associated business plans, tactics and policies.

-  Oversees the allocation of capitation, risk sharing, insured-service pools and incurred but not reported (“IBNR”) liabilities associated with medical claims .

-  Negotiates and along with the Compliance Officer, monitors and maintains government contracts (e.g. DHCS, CMS) and other fiscally binding contracts or agreements.

-  Oversees the preparation of the annual operating, capital, and associated budgets using a zero-based budging approach; ensures monthly compliance and/or appropriate documentation and explanation of variances from budget; through subordinate staff, maintains appropriate budget controls over departmental expenditures.

-  Maintains a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.

-  Oversees and directs the timely and accurate analysis of budgets, financial reports, medical loss analysis, and financial trends.

-  Establishes and maintains bank accounts, financial controls, and business relationships required to properly administer the various financial functions of HPSJ.

-  Maintains adequate insurance and reinsurance coverage.

-  Oversees the internal and external audit function to ensure the timely and accurate completion of annual fiscal audits and other financial information.

-  Works with DHCS to advocate for sound rate development process and rates.

-  Directs timely and accurate revenue reconciliation.

-  Presents clear HPSJ financial reports to the HPSJ Commission and lead the Finance and Investment (F&I) Committee of the Commission along with the F&I Committee Chair.

-  Ensures consistent, efficient, accurate and timely payroll processing.

-  Ensure the development, implementation and adherence to financial procurement policies that meet HPSJ’s performance needs and ensure the appropriate commitment of funds.

-  Oversees the development and implementation of financial policies and procedures; confers with the Executive and Management teams to ensure effective financial management and internal controls throughout HPSJ.

-  Ensures that Generally Accepted Accounting Principles (GAAP) as well as compliance with state and federal financial record keeping and reporting regulations are met such as Tangible Net Equity reserves.

-  Oversees the selection, maintenance and upgrades of financial and accounting systems.

-  Promotes and maintains and ensures that direct reports promote and maintain an environment that supports HPSJ’s strategy, vision, mission and values.

-  Hires, develops and retains, and ensures that direct reports hire, supervise and retain a competent staff.

**What You Bring:**

**Knowledge, Skills, Abilities and Competencies**

**Required**

In-dep th knowledge of the health care industry, its critical issues and major challenges.

-  In-depth knowledge of managed care, Medi-Cal and other government entitlement programs.

-  In-depth knowledge of state and federal regulatory guidelines as they relate to assigned areas of responsibility within a managed care environment.

-  Knowledge of the economic and healthcare issues, and issues affecting the underserved in San Joaquin County and/or surrounding areas.

-  Demonstrated depth of knowledge of GAAP and finance and accounting policies and procedures for not-for-profit organizations and accounting for investments.

-  Basic knowledge of health care core administrative systems and their integration with financial and accounting systems.

-  Strategic mindset: Sees ahead to future possibilities and translates them into breakthrough strategies; identifies, plans, leads and executes to meet changing organizational and community needs, and regulatory requirements.

-  Cultivates innovation: Creates new and better ways for the organization to be successful.

-  Drives results: Consistently achieves results, even under tough circumstances.

-  Drives engagement: Creates a climate where people are motivated to do their best to help the organization achieve its objectives.

-  Drives vision and purpose: Paints a compelling picture of the vision and strategy that motivates others to action.

-  Courage: Steps up to address difficult issues, says what needs to be said.

-  Nimble learning: Actively learns through experimentation when tackling new problems, uses both successes and failures as learning fodder.

-  Situational adaptability: Adapts approach and demeanor in real time to match the shifting demands of different situations.

-  Outstanding skills in and demonstrated ability to develop and manage operating budgets that support business objectives.

-  Communicates effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

-  Very strong presentation skills, with the ability to tailor presentations to a specific audience, and address and interact with large groups.

-  Very strong interpersonal skills, with the ability to establish and maintain effective working relationships with diverse individuals at all levels inside and outside of HPSJ.

-  Strong assessment and analytical skills, including the ability to synthesize, distill concepts, draw conclusions and identify implications.

-  Manages complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

-  Very strong collaboration skills, with demonstrated ability to create and foster a collaborative work environment, maintain effective, high-performance teams, and organize people and resources to solve problems and identify business opportunities.

-  Resourcefulness: Secures and deploys resources effectively and efficiently; organizes people and resources to solve problems and identify opportunities.

-  Plans and aligns: Plans and prioritizes work for self and others to meet commitments aligned with organization goals.

-  Very strong project management skills, with the ability to function as a sponsor and owner on complex projects; a track record of successful large project implementations.

-  Strong customer service orientation.

-  Politically astute and demonstrates a high level of personal and professional integrity and honesty.

-  Ensures accountability: Holds self and others accountable to meet commitments.

-  Strong knowledge of change management theory, with ability to anticipate and implement effectively.

-  Promotes and maintains and ensures that direct reports promote and maintain an environment that supports HPSJ’s strategy, vision, mission and values.

-  Very strong coaching/counseling skills, including the ability to function as a mentor to management and employees.

-  Ability to supervise staff, and ensure that direct reports supervise staff, in a manner that maximizes employee performance and business results.

-  Ability to treat confidential information with appropriate discretion.

**What You Have:**

**Education and Experience**

**Required**

-  Bachelor’s Degree in Accounting, Economics or Business Administration; and

-  At least four years as a CFO in a health maintenance organization; OR

-  At least eight years as a controller in a health maintenance organization; and

-  At least four years financial experience with MediCal or other government entitlement programs; and

-  At least four years supervisory experience.

**Preferred**

-  Master’s Degree in Accounting, Economics or Business Administration.

**Licenses, Certifications**

**Required**

-  Valid driver’s license.

**Preferred**

-  CPA

**What You Will Get:**

**HPSJ Perks:**

-  Robust and affordable medical coverage including HMO and PPO plan options

-  Employee Wellness Program promoting physical, mental, and financial well-being

-  Dental and vision plan with multiple provider choices

-  Generous paid time off (accrue up to 3 weeks of PTO, 4 paid floating holidays, and 9 paid holidays)

-  CalPERS retirement pension program, automatic employer-paid retirements contributions, plus a voluntary defined contribution plan

-  Two flexible spending accounts (FSAs)for healthcare and dependent care expenses

-  Employer-Paid Term Life and AD&D Insurance

-  Employer-Paid Disability Insurance

-  Employer-Paid Assistance Program (EAP)

-  Health Advocacy to help you navigate medical care and benefits

-  Voluntary supplemental benefits including medical, legal, identity theft protection

-  Online discount mall

-  Tuition reimbursement

-  Remote work contingent on business needs and company guidelines

-  A chance to work for an organization that is mission-driven – our members and community are at the core of everything we do

**Physical Demands**

Work may require frequent sitting, standing, and walking, constant repetitive motion, frequent talking and listening, closeup and distance vision requirements. Some work may require occasional travel based on the responsibilities of the position and business needs and occasional handling materials up to 50 pounds.

**Emotional/Psychological Demands**

Ability to cope with a fast-paced work environment, working under pressure, dynamic priorities and deadlines, constant decision making, working irregular hours, emotional and sensitive situations.

**Work Environment**

Work may be performed in a remote, hybrid, or onsite setting depending on the requirements of the position and business needs. For roles performed remotely, employees are expected to maintain a secure, distraction-free workspace, and reliable internet connectivity consistent with company standards.

Important Notice : The duties, qualifications, and physical and emotional requirements listed in this job description are not exhaustive. Health Plan of San Joaquin reserves the right to revise this job description at any time.

Since its inception, Markwins Beauty Brands has been setting itself apart from other brands in the cosmetics industry. Markwins was the first to introduce multi-palette compacts to U.S. market and is now a global leader in color cosmetics, cosmetic accessories, and beauty collections.  As the largest privately owned cosmetics company in the U.S., Markwins is recognized as a Top 20 purveyor in the global cosmetic industry.

Markwins has been continuously building a diverse collection of brands since 1984 to cater to and reach consumers of all ages, ethnicities, and skin tones. The Markwins brand portfolio includes wet n wild, Physicians Formula, The Color Workshop, The Color Institute, Black Radiance, POP, Bonne Belle and Lip Smacker, amongst many other internal brands and licensing deals. Markwins brands can be found in over 50,000 retail outlets including department, specialty, mass, drug, and food stores, and are available in more than 60 countries, spanning 6 continents.

Industry: Personal Care Product Manufacturing
Company Size: 1,001-5,000 employees

Markwins Beauty Brands

**Position Summary**

The Staff Accountant will report directly to the Accounting Manager and is responsible for supporting the organization’s financial operations through a variety of accounting functions, including bank reconciliations, sales and use tax filings, and fixed asset maintenance. This role requires a detail-oriented and proactive approach to ensuring financial accuracy, maintaining compliance with applicable laws and regulations, and supporting the overall integrity of accounting processes.

**Essential Tasks, Duties, & Responsibilities**

- Support month end closing process including preparation of accurate journal entries, account analysis and reconciliation

- Perform bank reconciliations to ensure accurate financial reporting and cash management

- Maintain fixed asset records, including depreciation schedules and asset verification.

- Assist with the preparation and filing of 571-L unsecured property tax returns

- Prepare and submit annual reports to the Secretary of State to maintain company good standing

- Manage the renewal process for business licenses, ensuring compliance with local and state requirements. This includes overseeing and maintaining the company’s state online accounts related to tax and business filings

- Perform monthly review and matching of intercompany accounts receivable (AR) and accounts payable (AP) balances

- Provide support during internal and external audits, including financial statement audits and royalty audits, to ensure all financial documentation is in order

- Perform other duties as needed and directed by management

Staff Accountant

Legends Global is the premier partner to the world's greatest live events, venues and brands.  We deliver a fully integrated solution of premium services that keeps our partners front-and-center through our white-label approach. Our partners engage us at the earliest stages of feasibility and design through project development to bring their visions to life. 
 
We book the best shows, fill seats and suites, and secure brand-aligned sponsors. And we enhance the guest experience with award-winning food & beverage, must-have merchandise, and world-class venue management, transforming events and venues into experiences that keep guests coming back.      
 
Our partners benefit from the expertise and power of our network – over 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year.

Industry: Entertainment Providers
Company Size: 1,001-5,000 employees

Legends Global

**POSITION: Accounting Manager**

**DEPARTMENT: Finance**

**REPORTS TO: Director of Finance**

**FLSA STATUS: Exempt**

**LEGENDS GLOBAL**

Legends Global is the premier partner to the world's greatest live events, venues, and brands. We deliver a fully integrated solution of premium services that keeps our partners front and center through our white-label approach.

Our network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component — feasibility & consulting, owner’s representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking — of world-class live events and venues.

The Legends Global culture is one of respect, ambitious thinking, collaboration, and bold action. We are committed to building an inclusive workplace where everyone can be authentic, make an impact, and grow their career.

Winning is an everyday thing at Legends Global. We have the best team members who understand every win is earned when we come together as one unified team. Sound like a winning formula for you? **Join us!**

**Essential Duties And Responsibilities**

- Oversee daily accounting operations, including Accounts Payable, Accounts Receivable, cash management, and general ledger activities.

- Monitor and review financial transactions.

- Prepares Journal entries and maintain and reconcile accounts.

- Monitors and reconciles cash account weekly.

- Prepares and performs or assists with event settlements.

- Assists with preparation of financial statements for the Client and Legends Global Corporate, and other financial reports.

- Maintains general and subsidiary ledgers, accounts receivable, accounts payable, and operating expenses with proper documentation.

- Verifies and checks the accuracy of general ledger coding.

- Directs and participates in data analyses and reporting.

- Works with auditors in verifying financial information/procedures.

- Maintains and improves established financial system controls.

- Analyses and reviews financial statements with management.

- Assists with annual budget preparation.

- Assists with other duties related to venue management as assigned

**Responsibilities**

**Supervisory Responsibilities**

- Manage and develop Finance Department employees in accordance with Legends Global policies and applicable employment laws.

- Lead recruitment, onboarding, training, scheduling, and performance management activities for assigned staff.

- Delegate responsibilities, monitor workflow, and ensure departmental objectives and deadlines are achieved.

- Partner with Human Resources to address employee relations matters, performance issues, and disciplinary actions.

- Foster a collaborative, accountable, and service-oriented team environment.

**Qualifications**

To perform this job successfully, an individual must be able to perform each essential duty with energy and enthusiasm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**Education**

**Education and/or Experience**

- B. S. in Accounting or Finance from a four-year college or university;

- At least 3 to 5 years’ experience in public accounting and/or financial management at a supervisory level or as department head.

**Skills And Abilities**

- Extensive knowledge of general and accounting

- Excellent math skills; high aptitude for figures

- Excellent communication, interpersonal skills and organizational ability

- Ability to work with and maintain highly confidential information is required.

- Effective supervisory skills.

- Extensive knowledge of accounting software, Excel workbooks and word processing software.

- Specific vision abilities required by this job include close vision for review of statistical and other financial records and information.

**WORKING CONDITIONS**

Location: On-site – 1 Cardinals Dr., Glendale, AZ 85305

**Physical Demands**

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**NOTE**

The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.

Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.

Accounting Manager - State Farm Stadium

CloseKnit is virtual-first primary care with you at the center. Get connected to top-quality care when and where you need it through our easy-to-use app. We offer preventative and urgent care, mental health support, insurance navigation and more.

Industry: Hospitals and Health Care
Company Size: 51-200 employees

CloseKnit

**Description**

Senior Accountant

**Remote ** **| ** **CloseKnit**

**About CloseKnit**

CloseKnit is redefining community-based care through meaningful connection, trusted clinical relationships, and operational excellence. As we scale our impact, we rely on a financial foundation that is disciplined, transparent, and aligned with our mission. The Senior Accountant plays a critical role in ensuring that our growth is supported by strong financial processes, accurate reporting, and compliance with GAAP standards.

Position Overview

The Senior Accountant serves as a key contributor within CloseKnit’s Finance organization, partnering closely with the Corporate Controller to drive accounting accuracy, operational efficiency, and financial integrity across the enterprise.

This role demands deep expertise in GAAP-based accrual accounting, proven experience within the healthcare industry, and the ability to operate with a high degree of independence and judgment. A CPA is strongly preferred, reflecting the technical rigor and leadership expected in this position.

Key Responsibilities

- Be a primary contributor to the monthly close cycle, including preparation and review of journal entries, account reconciliations, and supporting schedules.

- Prepare monthly financial reporting packages and variance analyses in a timely, accurate, and reliable manner.

- Manage and optimize the NetSuite environment, including mappings, workflows, reporting structures, and system controls.

- Participate in day-to-day accounting functions such as reconciliations, tracking of fixed assets, capitalization processes, and ad hoc revenue cycle support.

- Develop, document, and implement policies and procedures for key accounting and finance functions.

- Oversee intercompany transactions and ensure timely reconciliation and elimination.

- Coordinate audit and tax activities, including personal property tax filings, with external partners across applicable jurisdictions.

- Conduct complex ad hoc financial analyses and resolve discrepancies with clarity and precision.

- Maintain and organize accounting records to support external audits and compliance reviews.

- Liaise with FP&A to provide support for budgeting and forecasting.

- Serve as the subject matter expert on the general ledger structure, ERP integrations, and system interfaces.

- Ensure all activities fully adhere to GAAP and align with authoritative guidance.

**Qualifications & Experience**

- Healthcare industry accounting experience (required)

- GAAP accrual accounting expertise (required; not cash-basis)

- CPA strongly preferred

- 4–6 years of progressive corporate or professional accounting experience

- Bachelor’s degree in Accounting or related discipline (Master’s a plus)

- Advanced skills in Microsoft Excel; proficiency in Word, Outlook, and PowerPoint

- Demonstrated ability to identify process gaps and lead enhancements

- Exceptional accuracy, financial discipline, and attention to detail

- Strong communication skills with the ability to partner across teams

- Ability to navigate multiple priorities in a fast-paced environment while meeting deadlines

Why CloseKnit

At CloseKnit, you will join a mission-driven organization shaping the future of compassionate, community-centered healthcare. This role offers the opportunity to influence financial operations during a period of meaningful growth and transformation.

Remote Senior Accountant

OMS360 is a premier support organization for oral and maxillofacial surgeons, dedicated to helping growth-minded professionals achieve their fullest potential. Through empowering partnerships, OMS360 provides strategic resources and a unique, patient-centric, growth-oriented approach that drives practice growth, improves productivity, and streamlines operations—all without compromising the quality of patient care. Discover how OMS360’s growth-focused model and comprehensive support can elevate your practice.

Industry: Hospitals and Health Care
Company Size: 51-200 employees

OMS360

**Job Summary **

We are seeking a motivated Senior Accountant to join our driven Finance team. Working closely with the finance team and reporting to the Senior Director of Finance, this role will focus on overseeing key accounting processes, preparing robust financial analyses, and ensuring compliance with all regulatory and company policies.

**About OMS360 **

OMS360 is a fast-paced, entrepreneurial organization offering a premier network of oral maxillofacial care. Our partner practices benefit from our centralized support system, operational best practices, scheduling, finance, accounting, recruiting network, and marketing expertise.

**Essential Duties & Responsibilities **

- **Financial Reporting and Accounting Operations: **

Prepare accurate and timely financial statements in compliance with GAAP and company policies.

Manage accounts payable processes, bank reconciliations, and vendor master record updates.

Support payroll preparation in collaboration with HR.

Analyze financial performance and provide insights to senior leadership and private-equity stakeholders.

- **Month-End and Year-End Close: **

Lead month-end and year-end closing processes.

Review and reconcile balance sheet accounts, resolving discrepancies.

- **Regulatory Compliance: **

Ensure adherence to local, state, and federal regulations.

Establish internal controls and accounting guidelines.

- **Multi-Site Coordination: **

Collaborate with site-level accounting teams to ensure consistent and accurate reporting.

Integrate financial processes for newly acquired practices.

- **Private Equity Reporting: **

Assist in preparing monthly reports and analyses for private-equity stakeholders.

- **Budgeting and Financial Analysis: **

Support annual budgeting and forecasting processes.

Provide financial insights to drive decision-making.

- **Process Improvement: **

Identify opportunities to streamline processes and implement best practices.

**Education and Experience **

- Bachelor’s degree in Accounting or Finance.

- Active or inactive CPA preferred.

- Public accounting audit experience preferred.

- Private equity, M&A, and multi-site healthcare experience highly desirable.

- Advanced proficiency in Microsoft Excel.

- Experience with Sage Intacct and Stampli preferred.

- Strong analytical and organizational skills.

- Excellent written and verbal communication.

- Ability to manage multiple priorities in a fast-paced environment.

**About Shore Capital Partners **

Shore Capital, a Chicago-based private equity firm with offices in Nashville, is an investor in lower middle market companies in the Healthcare, Food and Beverage, Business Services, Industrial, and Real Estate industries. Shore’s strategy is to support management partners to grow faster with less risk through access to capital, world-class board and operational resources, and unmatched networking, development, and shared learnings across the portfolio. From 2020-2023, Shore received recognition from Inc Magazine as a 4x Top Founder Friendly Investor and by Pitchbook Research for being the global leader in Private Equity total deal volume. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant potential to grow through industry consolidation and organic growth to generate value for shareholders. Shore has $9.1 billion of assets under management and in additional investment platforms to which it provides business and operational consulting services. Shore’s exits have yielded a multiple of invested capital of 6.6x and an internal rate of return of 64% on average, which places SCP in the top 1% of private equity firms. For more information on these awards and investment platforms, please visit: www.shorecp.com.

**Additional Information on Shore Capital **

- Why Shore - 15min

- Shore Capital Podcasts

- Shore Capital Resource Team

- Executive Leadership Academy Highlight Video

- Executive Leadership Academy State of the Union

- Vanderbilt Center for Entrepreneurship: Creating a PE Firm with Justin Ishbia of Shore Capital Partners

- Shore Capital Partners Congratulates 17 Portfolio Companies for Being Named to the 2023 Inc.5000 List

**Our Core Values **

- **Teamwork **. We are one community; partners with a shared vision of success. We are more powerful together than alone.

- **Integrity **. We communicate honestly, transparently, and authentically. We take responsibility for our actions, building our reputation by doing what is right.

- **Growth-Minded **. We seek to constantly adapt and improve. We provide pathways for personal and professional fulfillment.

- **Excellence **. We are a performance-driven organization, with a passion for excellence in service and outcomes. We are committed to being the best version of ourselves each day.

- **Respect **: We actively listen and seek to understand. We are welcoming to all; treating others with dignity, compassion, and kindness.

**We are an Equal Opportunity Employer (EEO). **

From project evaluation to completion, contractors use STACK’s cloud-based software to help run their business and maximize their profits. Our preconstruction solutions enable fast and accurate bid management and takeoff and estimating, while our construction solutions power real-time field and project collaboration.

Industry: Construction
Company Size: 51-200 employees

STACK Construction Technologies

**About STACK Construction Technologies **

STACK Construction Technologies is a leading cloud-based preconstruction software platform purpose-built for contractors, subcontractors, and specialty trades across North America. Our platform streamlines takeoff, estimating, and Build & Operate workflows for thousands of construction professionals. We are a growth-stage SaaS company on a mission to modernize the construction industry — and we're building the team to support that growth at every level of the organization.

**Position Summary **

The Staff Accountant I is an entry-to-mid-level accounting professional who supports the day-to-day operations of STACK's accounting function. Working closely with the Senior Accountant and Senior Director of Accounting, this individual will contribute to core accounting processes including accounts payable, cash management, month-end close, and general ledger maintenance. This is a high-visibility role for a detail-oriented professional who is eager to grow their accounting career in a fast-paced, technology-driven environment.

The ideal candidate brings strong foundational accounting knowledge, a working familiarity with accounting software, and the organizational discipline to manage recurring workflows accurately and on schedule. This role also requires a service-oriented mindset — you will collaborate regularly with Sales and Customer Success teams to support contract and billing processes.

**Key Responsibilities **

Cash & Payment Operations

- Review and reconcile prior-day payment activity, including all payments received through Stripe; initiate daily payouts of available balances to the Company's bank account in accordance with established procedures.

- Maintain and execute recurring payment plan schedules, ensuring accuracy of timing, amounts, and customer account records.

- Monitor cash receipts and flag discrepancies or exceptions to the Senior Accountant for timely resolution.

Accounts Payable

- Process vendor invoices end-to-end — including receipt, coding to the appropriate general ledger account, and submission for management approval — in accordance with STACK's AP policy and payment terms.

- Ensure all AP entries are accurately coded to the correct cost center and GL code prior to submission; investigate and resolve coding questions with department heads as needed.

- Maintain organized and complete vendor invoice records to support audit readiness and internal controls.

Corporate Card & Expense Management

- Review and code all company credit card charges on a timely basis, applying the appropriate GL codes and cost centers to each transaction.

- Collect, verify, and attach receipts or supporting documentation to all credit card charges within defined SLAs.

- Follow up with cardholders on missing receipts or coding questions; escalate unresolved items to the Senior Accountant.

Month-End Close Support

- Participate in the monthly accounting close process alongside the Senior Accountant and Senior Director of Accounting, completing assigned tasks accurately and within the established close schedule.

- Prepare and post journal entries as directed, ensuring proper documentation and support for all entries.

- Assist with account reconciliations, balance sheet tie-outs, and supporting schedules as assigned during close.

Cross-Functional Support

- Partner with Account Executives to facilitate the preparation and distribution of customer agreements through PandaDoc, ensuring accuracy of contract details and timely delivery to prospective customers.

- Serve as a resource for Sales and Customer Success teams on billing questions, payment status inquiries, and subscription account matters — providing timely and accurate responses.

- Support ad hoc accounting and finance projects as directed by the Senior Accountant or Senior Director of Accounting.

**Qualifications **

Required

- Bachelor's degree in Accounting, Finance, or a related field.

- Demonstrated proficiency in Microsoft Excel, including the ability to build and maintain spreadsheets, use lookup functions, and manipulate data sets.

- Experience with QuickBooks, NetSuite, or a comparable accounting or ERP platform.

- Strong attention to detail and a commitment to accuracy — this role requires meticulous record-keeping and consistent execution of recurring workflows.

- Excellent written and verbal communication skills, with the ability to work effectively with colleagues across Sales, Customer Success, and Finance.

- Highly organized and self-motivated, with the ability to manage multiple recurring deadlines simultaneously without sacrificing quality.

**Preferred **

- 1–2 years of experience in an accounting, bookkeeping, or finance operations role, ideally within a SaaS or technology company.

- Familiarity with Stripe or other payment processing platforms.

- Experience with contract management or e-signature platforms such as PandaDoc, DocuSign, or equivalent.

- Demonstrated interest in process improvement and comfort proposing more efficient approaches to recurring workflows.

- Curiosity about accounting data — you like understanding the 'why' behind a transaction, not just processing it.

**Why STACK **

At STACK, even an early-career accounting role has real visibility. You'll work directly with senior accounting leadership, touch the Company's core financial workflows from day one, and operate in an environment that values curiosity, accuracy, and growth. If you're looking for a role where your work matters and your development is supported, this is a strong place to start.

We welcome applicants from all backgrounds. At this time, STACK is unable to provide visa sponsorship for this position. Candidates must be authorized to work in the United States without employer sponsorship now or in the future.

Sincere is a family of consumer internet brands with heart. The Company is home to Punchbowl®, Timehop®, and Memento®, and builds technology that brings you closer and helps show you care to the people who matter the most. More than 275 million online invitations and digital greeting cards have been sent on Punchbowl, 125 million memories are relived on Timehop every day, and more than 9 million memories have been collected on Memento. Sincere Foundation supports organizations that address basic needs, and envisions a future where everyone has the opportunity to celebrate, recognize milestones, and honor memories.

At Sincere, you will find an innovative team with raw smarts, clear communication and priorities, attention to detail, and intellectual curiosity. For a complete list of open job opportunities, visit https://www.sincere.com/careers

Industry: Software Development
Company Size: 11-50 employees

Sincere Corporation

Sincere is looking for a Senior Accountant to join our growing team. In this role, you will be responsible for a multitude of accounting activities, including general ledger preparation, financial reporting, year-end close, tax preparation, and support for budgeting, forecasting, and long-term financial planning activities. The ideal candidate enjoys operating in an extremely fast-paced, entrepreneurial environment and wants to be a key contributor on our growing team.

**In this role, you will:**

- Ensure accurate and timely completion of the month, quarter, and year-end close deliverables

- Oversee long-range and short-term financial and business forecasts

- Manage the company's banking relationships, serving as the primary point of contact with financial institutions to optimize services, ensure compliance, and support strategic initiatives

- Work with cross-disciplinary teams to optimize various company revenue streams including subscriptions and advertising

- Provide accounting support for licensing partnerships and cross-functional initiatives

- Deliver ad-hoc reporting and technical accounting analysis as needed

**You have:**

- 3-5 years of relevant accounting experience

- Advanced Excel skills

- Knowledge of Quickbooks preferred

- Experience working with multi-entity/consolidating financial statements

- Familiarity with tax planning

- Experience establishing, monitoring, and enforcing internal controls

- Ability to solve problems and think creatively

- Excellent communication skills

- Strong organization skills and ability to lead multiple projects simultaneously

- Based within commuting distance of Framingham, MA (in-office one day per week)

**Benefits**

Do you want to work at a growing company that invests in its team more than the average employer? Sincere is a family of brands with heart. The Company is home to Punchbowl®, Lovebird®, Timehop®, and Memento®, and builds technology that brings you closer and helps show you care to the people who matter the most. With Sincere Foundation, we support organizations that address basic needs, and envision a future where everyone has the opportunity to celebrate, recognize milestones, and honor memories. We provide a fun, casual, and innovative environment where hard work is recognized and rewarded.

**What We Offer:**

- 100% Health, Dental & Vision coverage

- 401K Plan with Profit Share

- Annual bonus potential

- Health & Wellness stipends

- Paid time off plus 12 paid holidays & Summer Fridays

- Paid parental leave

- Childcare benefits (dependent care FSA)

- Flexible, hybrid work environment

- In-person, all-expenses-paid Team Summits (2X a year)

The base salary range for this role is $70,000 - $90,000. Actual salary may vary based on skills and experience.

Headquartered in Duluth, Minnesota, Lake Superior Consulting, LLC (LSC) is a comprehensive engineering consulting company with an industry-wide reputation for providing the very best in services to clients in the energy infrastructure industry. To best serve our expanding U.S. and Canadian client base, we operate fully-integrated offices in Minneapolis, MN; Omaha, NE; Pittsburgh, PA; Nashville, TN; and Houston, TX. 

Our team of professionals specialize in a broad spectrum of service areas including integrated engineering services, integrity management, corrosion control and operational support services related to the energy infrastructure industry. We also provide for a wide range of energy-related needs of various municipalities and heavy industries such as mining, electrical power generation and paper manufacturing.

Ultimately, our customer service is our most important ‘deliverable,’ and to that end our exacting project management methodologies ensure that our client requirements are clearly understood and precisely delivered–every time.

Industry: Engineering Services
Company Size: 201-500 employees

LAKE SUPERIOR CONSULTING

Lake Superior Consulting is seeking a Senior Accountant to join our team!

As a Senior Accountant, you will play a key role in supporting the financial health, reporting, and strategic decision-making of the organization. Reporting to the Director of Finance, this position provides high-level support across financial reporting, planning, analysis, compliance, and general accounting functions. The ideal candidate is both detail-oriented and strategic, with the ability to improve processes, support business initiatives, and partner effectively across departments.

This position is hybrid, with flexibility for remote consideration for the right candidate.

**Key Responsibilities **

- Lead monthly financial close and revenue recognition review processes in accordance with GAAP

- Support optimization of the company’s financial performance and strategic position through P&L analysis, KPI reporting, and financial insights for leadership

- Prepare, analyze, and automate complex financial reports in Excel and/or Power BI, including:

- General ledger account reconciliations

- Financial analyses and trending

- Variance investigation and resolution between subledgers and the GL

- Support strategic initiatives and systems enhancements, including:

- ERP optimization and integrations

- Automation and AI-enabled process improvements

- Identification of cost reduction and operational improvement opportunities

- Ensure appropriate internal controls are maintained in alignment with statutory requirements and financial systems

- Review and provide guidance on:

- AP transactions

- Payroll

- Bank and general ledger reconciliations

- Sales & use tax

- 1099 reporting

- Serve as a mentor and technical resource to accounting team members

- Assist with development of annual financial plans and monthly forecasts, including working capital projections

- Partner with leadership to evaluate the financial implications of business transactions, pricing decisions, and revenue/cost recognition matters

- Coordinate periodic financial and ERISA audits and support annual tax return preparation

- Support ongoing compliance with internal financial procedures and processes

**Qualifications **

- Bachelor’s degree in accounting, Finance, or related business discipline required

- Progressive accounting and/or finance experience, generally within the 3–7 year range, with increasing levels of responsibility

- Strong knowledge of Generally Accepted Accounting Principles (GAAP)

- Experience with:

- Financial planning and forecasting

- Month-end and year-end close

- Revenue recognition

- Budget and working capital management

- Cost allocation

- Demonstrated analytical and metric-driven financial planning skills with experience developing meaningful KPIs

- Advanced Microsoft Excel skills required; Power BI experience a plus

- Experience with ERP systems such as NetSuite, Microsoft Dynamics, SAP, or Unanet preferred

- Interest in or experience leveraging automation and AI tools to improve accounting workflows

- Strong critical thinking and problem-solving skills with the ability to balance detail-oriented work and strategic thinking

- Effective communicator with strong interpersonal and leadership skills

- High level of integrity, accountability, and confidentiality

- Ability to collaborate effectively across operations and finance teams

**Work Environment & Physical Requirements **

- Ability to work extended hours during peak business cycles and month/year-end close periods

**Why Join Us? **

This is an opportunity to join a collaborative and growing organization where you can make a meaningful impact on financial operations, process improvements, and strategic initiatives. We are looking for someone who enjoys solving problems, improving systems, and partnering with leaders to drive business performance.

At LSC, you’ll have the opportunity to collaborate with top-tier talent and take on meaningful projects in industries including Liquids and Natural Gas, Power, Mining, Water and Wastewater, Renewables, and Manufacturing.

If you’re driven, curious, and ready to grow your career while making a difference, we want to hear from you.

Lake Superior Consulting offers a competitive compensation package. The actual starting salary will be determined based on a variety of factors, including your skills, experience, and office/market location. The anticipated salary/hourly range for this position is **$75,000-$95,000 per year. **

**Our benefits include: **

- Medical, Dental, Vision Insurance

- Flexible work options

- 401K/Profit Sharing (6% company match)

- Company paid life, AD&D, and short/long term disability

- Paid time off (PTO)

- Paid holidays (twelve per year)

- Tuition reimbursement

**Bias-Free Hiring Practices: **

Lake Superior Consulting is proud to be an Equal Employment employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Curative (Curative Insurance Company) is a leading healthcare services company that has created and launched a first-of-its-kind employer-based health insurance plan. Founded by CEO Fred Turner in 2020, Curative is reengineering health insurance by providing unmatched simplicity and cost transparency with a competitive monthly premium and zero additional costs*. Curative is remaking our healthcare system into one that works for and supports members’ whole health and well-being through every step of their personal health journey. Previously, Curative and its managed medical entities were national leaders bringing COVID-19 testing and vaccine-administration resources to bear in response to the pandemic. 

For more information on Curative, visit www.curative.com, subscribe to our newsletter at curative.com/subscribe, or follow us on Facebook, Instagram, Twitter, or LinkedIn.

*To qualify, members need to complete a Baseline Visit within 120 days of the plan's effective date, which kicks off support of the member’s well-being through every step of their health journey.

*Please be aware of counterfeit/fake job postings and profiles using different aliases that fraudulently allege to be from Curative. All job postings and correspondence will be sourced via Curative Inc. We will never ask you for any sort of payment nor will we ever conduct interviews via text message. If you have received or suspect any similar activity attributed to Curative, please report it at www.ic3.gov and contact abuse@curative.com directly for further assistance.

Industry: Hospitals and Health Care
Company Size: 201-500 employees

Curative

**About Curative**

Curative is building the future of health insurance with a first-of-its-kind employer-based plan designed to remove financial barriers and make care truly accessible: one monthly premium with $0 copays and $0 deductibles*. Backed by our recent **$150M in Series B funding **and valuation at **$1.275B **, Curative is scaling rapidly and investing in AI-powered service, deeper member engagement, and a smart network designed for today’s workforce.

Our north star guides everything we do: **healthcare only works when people can actually use it **. That belief drives every decision we make: from how we design our plan, support our members, to how we collaborate as a team.

If you want to do meaningful work with a team that moves fast, experiments boldly, and cares deeply, Curative is the place to do it. We’re growing fast and looking for teammates who want to help transform health insurance for the better.

**Summary**

We are seeking a Senior Accountant to join our accounting team. The successful applicant will work on general accounting and reconciliation tasks. A number of tasks requiring data analysis, in-depth evaluation, and exercising judgment within the appropriate scope of practice. You must be a highly organized professional with a great eye for detail. You must be reliable, able to carry out tasks autonomously and be able to work collaboratively as needed. The goal is to keep the financial processes of the company up to standard and ensure accurate financial reporting and control.

**Primary Responsibilities**

-  Perform advanced month-end close activities, including complex journal entries, account reconciliations, and variance analysis.

-  Assist in the preparation of comprehensive financial statements, including balance sheets, income statements, and cash flow statements.

-  Coordinate with internal and external auditors to facilitate audits and ensure compliance with regulatory standards.

-  Conduct in-depth financial analysis to identify trends, opportunities, and risks, providing actionable insights to management.

-  Develop and maintain accounting policies and procedures to ensure adherence to GAAP and industry regulations.

-  Assist in the analysis of budget to actual results

-  Collaborate with cross-functional teams to streamline processes, improve efficiency, and support business initiatives.

-  Mentor junior staff members, providing guidance and training to facilitate their professional development.

-  Other projects as assigned.

**Qualifications**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions:

-  Bachelor’s degree in Accounting, Finance, or related field; Progress toward CPA or CPA certification a plus

-  Minimum of 2 busy seasons or 18 months + of progressive experience in accounting or finance roles.

-  Thorough understanding of accounting principles, financial reporting standards, and regulatory requirements.

-  Proficiency in financial analysis techniques and tools, including Excel and financial modeling software.

-  Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide strategic recommendations.

-  Ability to meet deadlines in a fast paced environment

-  Excellent communication and interpersonal skills, with the ability to collaborate effectively with colleagues at all levels.

-  Detail-oriented with a high degree of accuracy and integrity.

-  Experience with accounting software systems (e.g., Netsuite, Floqast) preferred.

**Perks & Benefits **

-  Curative Health Plan (100% employer-covered medical premiums for you and 50% coverage for dependents on the base plan.)

-  $0 copays and $0 deductibles (with completion of our Baseline Visit )

-  Preventive and primary care built in

-  Mental health support (Rula, Televero, Two Chairs, Recovery Unplugged)

-  One-on-one care navigation

-  Chronic condition programs (diabetes, weight, hypertension)

-  Maternity and family planning support

-  24/7/365 Curative Telehealth

-  Pharmacy benefits

-  Comprehensive dental and vision coverage

-  Employer-provided life and disability coverage with additional supplemental options

-  Flexible spending accounts

-  Flexible work options: remote and in-person opportunities

-  Generous PTO policy plus 11 paid annual company holidays

-  401K for full-time employees

-  Generous Up to 8–12 weeks paid parental leave, based on role eligibility.

Sayari is a mission-driven company that aims to empower both the public and private sectors with the comprehensive, evidence-based model of global commercial relationships they need to safeguard their economic futures.

From risk to resilience, our platforms enable confident decision-making in regulatory compliance, supply chain management, and complex investigations into global networks and illicit activity.

In 2024, TPG Growth, the firm’s middle market and growth equity platform, made a $228 million strategic majority investment in Sayari.

Industry: Software Development
Company Size: 201-500 employees

Sayari

**About Sayari:**

Sayari is the judgment infrastructure for trustworthy AI in economic security and commercial risk. The Sayari Commercial World Model resolves 11.7B+ primary-source records from 250+ jurisdictions forming the ground truth of global commerce. A Judgment Ontology, encoding over a decade of investigative tradecraft, and Superconductor, an agentic orchestration platform, deliver AI that reasons like an expert analyst, shows its work, and traces every finding to its source. Trusted by U.S. Customs and Border Protection, HM Revenue & Customs, and Fortune 500 enterprises, Sayari is used by thousands of professionals across 35+ countries to secure supply chains and dismantle illicit networks. Headquartered in Washington, D.C., with offices in London, Singapore, Tokyo, and Tel Aviv.

**POSITION DESCRIPTION**

Sayari is looking for a decisive, highly organized, and motivated Senior Accountant to join our lean, fast-paced finance team. This is a hands-on role for an operator who loves getting into the weeds of the general ledger, rolling up their sleeves to solve complex problems, and taking true initiative to keep workflows moving efficiently.

In this role, you will play a versatile part in supporting the accounting team across our day-to-day operations. You will assist with optimizing our accounts payable (AP) workflows, supporting our revenue recognition processes, driving month-end close reconciliations, and maintaining pristine audit readiness. If you are an ambitious professional looking for an opportunity where you can learn a massive amount, leverage modern AI tools to drive efficiency, we want to hear from you.

**JOB RESPONSIBILITIES**

- **Accounting Team Support: ** Partner closely with the accounting and finance teams to support core operational lanes, acting as a proactive problem solver who keeps workflows moving smoothly from day to day.

- **Month-End Close Reconciliations: ** Help drive a timely and accurate month-end close process by performing balance sheet reconciliations, verifying general ledger account balances, and investigating variances.

- **Accounts Payable (AP) & Revenue Processes: ** Support internal and external AP workflows and assist with regular revenue accounting, ensuring clean execution, data accuracy, and process improvements across both functions.

- **Audit Preparation & Delivery: ** Prepare, organize, and detail-review Provided by Client (PBC) lists and supporting schedules for statutory audits, ensuring support is clean and "audit-ready" before external hand-off.

- **Core Accounting Workflows: ** Post journal entries, execute account reconciliations, manage intercompany activity, and review balance sheet/income statement metrics across the board.

- **AI & Tech Stack Optimization: ** Leverage and own workflows within NetSuite, Avalara, Carta, Google Workspace, Rippling and AI tools like Claude to automate routine tasks, analyze data, and drive efficiency in the month-end close process.

**Skills & Experience**

- 4+ years of core accounting experience, from an accounting firm or a fast-growing corporate environment.

- CPA License preferred, or actively working towards obtaining it.

- Experience preparing financial statements, journal entries, account reconciliations, and PBC lists.

- Tech-savvy mindset with a strong interest in utilizing AI tools (like Claude) to optimize financial workflows, data analysis, and documentation.

- Strong technical foundation in full-cycle accounting, transactional reconciliations, and balance sheet hygiene.

- **Nice-to-Have: ** Direct experience working in high-growth B2B SaaS, or familiarity with multi-currency intercompany activity or sales tax nexus configurations.

The target base salary for this position is $112,000-$137,500 plus bonus and equity. Final offer amounts are determined by multiple factors including location, local market variances, candidate experience and expertise, internal peer equity, and may vary from the amounts listed above.

**Benefits:**

- 100% fully paid medical, vision, and dental for employees and their dependents

- Generous time off; we observe all US federal holidays, close our office for a winter break (12/24-12/31), in addition to granting 18 PTO days and 10 sick days

- Outstanding compensation package; competitive commissions for revenue roles and bonuses for non-revenue positions

- A strong commitment to diversity, equity, and inclusion

- Eligibility to participate in additional benefits such as 401k match up to 5%, 100% paid life insurance (up to $100,000 coverage),, and parental leave

- A collaborative and positive culture - your team will be as smart and driven as you

- Limitless growth and learning opportunities

~~Sayari is an equal opportunity employer and strongly encourages diverse candidates to apply. We believe diversity and inclusion mean our team members should reflect the diversity of the United States. No employee or applicant will face discrimination or harassment based on race, color, ethnicity, religion, age, gender, gender identity or expression, sexual orientation, disability status, veteran status, genetics, or political affiliation. We strongly encourage applicants of all backgrounds to apply.~~

Pay Range

$112,000—$137,500 USD

Sr. Accountant

When Co-founder Kayvon Jahanbakhsh was diagnosed with ulcerative colitis when he was a freshman in college he lost over 80 pounds, and he was forced to dramatically change his diet to focus on his gut health. 

It’s that moment when Kayvon realized how difficult it was to find products that would help him on this journey that he could enjoy. That’s where the idea for Halfday prebiotic iced tea was born - with the purpose to make digestive wellness more delicious, fun and accessible. 

As a first generation Iranian-American, Kayvon’s family served tea with breakfast, lunch and dinner each day. At school he was introduced to sugary bottles of iced tea that were readily available in cafeterias. 

Kayvon enlisted the help of classmate & best-friend Mike Lombardo to develop an iced tea that tasted nostalgic, but without all of the junk. Each can of Halfday has prebiotic fiber, with only 3-5g of sugar. 

Kayvon & Mike researched tirelessly the highest quality fibers & ingredients possible, knowing this needed to be something Kayvon could enjoy every single day.

Industry: Food and Beverage Services
Company Size: 11-50 employees

Halfday Iced Tea

**Who We Are **

Halfday was founded in 2021 to reimagine the functional beverage category. Inspired by our co-founder’s personal battle with digestive illnesses, we set out to make digestive health more approachable by bringing prebiotic fiber to iced tea. We believe functional doesn’t have to mean clinical; it can be delicious, craveable, and part of everyday life! Built on grit, strong partnerships, and long-term thinking, Halfday is scaling with a focus on disciplined execution and durable growth.

**Job Summary **

Reporting to the **VP of Finance **, the **Senior Accountant ** will lead the day-to-day accounting operations at Halfday. This role will own the monthly close process, maintain accurate accounting records, manage AP/AR, and build the internal controls and processes needed to support a growing, inventory-driven CPG business.

This is a hands-on role and a key hire for the company. You’ll be responsible for coordinating accounting work with a third-party provider, partnering closely with Operations and Finance, and ensuring our financial reporting is accurate, timely, and scalable.

**Key Responsibilities **

**Month-End Close & Financial Accuracy **

- Own the full monthly accounting close process, including journal entries, accruals, reconciliations, and variance analysis.

- Maintain the general ledger in **QuickBooks Online **, ensuring accuracy and GAAP compliance.

- Prepare and review monthly financial statements (P&L, Balance Sheet, Cash Flow).

**Accounts Payable, Receivable & Cash Management **

- Manage A/P workflows: invoice intake, coding, approvals, and payment scheduling.

- Oversee cash management, including weekly cash reconciliations and cash forecasting inputs.

- Manage A/R, deductions, and chargebacks, including reconciliation through Vividly (trade management spend system).

- Ensure proper clearing of unapplied cash, vendor deposits, and deductions.

**Inventory & COGS Accounting **

- Lead the month-end inventory valuation process, including the reconciliation of third-party warehouse reports to the sub-ledger and the recording of necessary adjustments for shrinkage, damage, or expiration.

- Maintain clean SKU setup, including BOM (Bill of Materials) maintenance and reserves for obsolete inventory (E&O).

- Track and account for "landed costs" (freight, duties, and handling) to ensure accurate margin reporting.

**Payroll, Expenses & Equity **

- Review and post payroll and payroll accruals.

- Oversee expense coding, follow-ups, and monthly reconciliation.

- Manage reimbursements and ensure employee compliance with expense policies.

**Systems & Process Ownership **

- Act as the primary administrator for accounting software (QuickBooks, Cin7, Ramp, etc.).

- Lead the year-end tax preparation process and serve as the primary point of contact for external CPA firms.

- Create and maintain close checklists, accounting calendars, and standard operating procedures (SOPs).

**Qualifications **

**Experience **

- **5–8+ years ** of accounting experience (~~Public accounting/Big 4 experience is a plus ~~).

- Experience in **CPG, beverage, or manufacturing ** is required (~~must understand inventory accounting ~~).

- Prior experience owning the month-end close end-to-end.

- Experience with customer chargebacks (~~e.g., UNFI, KeHE, Whole Foods ~~) and trade spend.

- **Bonus **: Collaboration with third party accounting team for monthly reconciliation.

**Technical Skills **

- Expert knowledge of **GAAP ** and accrual accounting.

- Deep understanding of **Inventory & COGS ** (~~Weighting, FIFO, or Average Costing ~~).

- Proficiency with **QuickBooks Online ** and **Cin7 ** (~~or similar ERP ~~).

- Advanced Excel skills (~~Pivot Tables, VLOOKUP/XLOOKUP, Data Modeling ~~).

**Traits & Working Style **

- **Detail-Oriented: ** You find the $0.01 discrepancy and fix it.

- **Startup Ready: ** You are comfortable operating autonomously in a fast-moving environment.

- **The "Builder": **You enjoy creating structure, documentation, and processes where none exist.

Salary Range: $90k to $120k depending on experience level.

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

Industry: Accounting
Company Size: 1,001-5,000 employees

UHY LLP, Certified Public Accountants

**JOB SUMMARY **

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

**JOB DESCRIPTION **

Tax Preparation

- Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)

- Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships

- Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives

Research and Analysis

- Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes

- Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions

Client Communication

- Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns

- Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications

Compliance and Documentation

- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards

- Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions

- Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration

- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices

- Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work

- Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members

- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

- Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

**Supervisory responsibilities **

- May supervise subordinate team members

**Work environment **

- Work is conducted in a professional office environment with minimal distractions

**Physical demands **

- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

- Must be able to lift to 15 pounds at a time

**Travel required **

- Travel may be frequent and unpredictable, depending on client’s needs

**Required education and experience **

- Bachelor’s degree in accounting, finance, or a related field

- 3 – 6 years of relevant experience

- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

**Preferred education and experience **

- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

- Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained

- Responsible for completing the minimum CPE credit requirement

**Other duties **

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our Massachusetts locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000.

**WHO WE ARE **

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

**WHAT WE OFFER **

**POSITIVE WORK ENVIRONMENT **

Enjoy a collaborative and supportive work environment where teamwork is valued.

**ATTRACTIVE COMPENSATION PACKAGES **

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

**COMPREHENSIVE BENEFIT PACKAGE **

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Senior Tax Accountant

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