At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. 

Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens.

You’re made ready and so are we. #MadeReady

Industry: Banking
Company Size: 10,001+ employees

Citizens

Savvy Admin PROD

**Description**

The Head of Investment Portfolio and Institutional Hedging is a senior Treasury leadership role responsible for the strategic management of the firm’s investment portfolio, institutional interest rate and foreign exchange hedging programs, MSR hedging activities, and capital markets solutions that support optimization of capital, liquidity, and earnings.

The role is accountable for balancing risk, return, capital efficiency, and liquidity of the investment portfolio while managing core balance sheet risks while operating within established regulatory, accounting, and policy frameworks. In addition to core portfolio and hedging responsibilities, the role provides leadership oversight of the firm’s debt capital markets activities, ensuring funding strategy and execution are aligned with balance sheet and capital objectives.

This position reports to the Treasurer and is a key member of the Treasury senior leadership team, working closely with Finance, Risk, Accounting, and business partners, as well as external market participants.

**Key Responsibilities**

Investment Portfolio Management

- Set strategic direction for the investment portfolio, including asset allocation, risk positioning, and performance objectives.

- Oversee day-to-day portfolio management activities, including execution, performance attribution, scenario analysis, and stress testing.

- Develop and maintain portfolio-level risk metrics consistent with IRRBB, liquidity, and capital frameworks.

- Ensure robust pre- and post-trade analytics and governance processes to support ALCO decision-making.

- Drive continued enhancement of portfolio analytics, systems, and data infrastructure.

Institutional Interest Rate and FX Hedging

- Own the design, execution, and ongoing management of institutional hedging programs.

- Ensure hedging strategies are economically effective and compliant with accounting, regulatory, and policy requirements.

- Monitor market liquidity, collateral usage, counterparty exposures, and hedge performance.

- Partner closely with Finance, Risk, Accounting Policy, and Legal.

MSR Hedging and Mortgage-Related Risk

- Oversee MSR hedging strategy, execution, and performance.

- Ensure alignment between MSR valuation, hedging activities, and balance sheet objectives.

- Serve as a key Treasury partner to mortgage teams.

External Market Engagement and Intelligence

- Build and manage relationships with external dealers and market participants to enhance access to liquidity, secure competitive pricing, and support effective execution of transactions.

- Monitor and analyze market dynamics, including macro-economic trends, interest rate movements, and regulatory developments to inform portfolio strategies and risk management decisions.

- Maintain active intelligence and line of sight on structured products, including asset-backed securities and other complex instruments, to optimize liquidity and capital efficiency in the portfolio.

Leadership, Governance, and Stakeholder Management

- Lead, develop, and retain high-performing teams across portfolio management, hedging, MSR, and debt capital markets.

- Establish a strong risk culture with disciplined adherence to policies, limits, and controls.

- Support interactions with regulators and rating agencies as a subject-matter expert.

- Drive talent development, succession planning, and cross-training to strengthen organizational depth.

**Experience, Skills And Competencies**

- 15 years of experience in Treasury, balance sheet management, capital markets, or institutional ALM within a large financial institution.

- Deep expertise in investment portfolio management, interest rate risk management, derivatives, and hedge accounting.

- Strong understanding of MSR risk and mortgage-related hedging strategies.

- Experience overseeing or partnering closely with debt capital markets and funding functions.

- Proven people leader with experience managing senior professionals.

- Strong executive communication skills.

**LEADERSHIP PROFILE**

- Strategic, disciplined risk manager with strong market judgment.

- Ability to balance short-term earnings objectives with long-term balance sheet resilience.

- Collaborative, enterprise-minded leader.

- Committed to talent development and continuous improvement.

**Education And Certifications**

- Bachelor’s degree required; advanced degree or professional certification (e.g., CFA) preferred.

**Hours & Work Schedule**

Hours per Week: 40

Work Schedule: Monday through Friday

**Pay Transparency**

The salary range for this position is $220,000 - $330,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

~~Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.~~

**Equal Employment Opportunity**

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

**Why Work for Us**

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 04/30/2026

Head of Investment Portfolio and Institutional Hedging

Cherry Bekaert’s Recruiting & Staffing Services (formerly Cordia Resources by Cherry Bekaert) is a leading national recruiting, staffing, and executive search team specializing in placing accounting, finance, human resources (HR), information technology (IT), and contract/subcontract administration professionals. 

With more than 20 years o experience as public accountants and chief financial officers of publicly traded, venture-backed, and privately-held companies, our unique industry knowledge allows us to provide a truly consultative approach to our candidates and clients. Our recruiting and staffing solutions support business growth in the public and private sectors, including non-profit organizations, government contractors, technology, hospitality, real estate, and more. 

Cherry Bekaert’s Recruiting & Staffing team uses its extensive networks and our proven recruiting model to consistently identify high-quality consultants and candidates at all career levels and across all industries.

Industry: Staffing and Recruiting
Company Size: 51-200 employees

Cherry Bekaert Recruiting & Staffing Services

**Interim Chief Financial Officer (CFO) **

**Location: ** Washington, DC (Hybrid – 3–4 days in office)

**Duration: ** Interim, approximately 5–6 months

**Pay Rate: ** $80–$90/hour

**Make a Mission-Driven Impact Where It Matters Most **

A respected nonprofit human services organization in the Washington, DC area is seeking an **experienced Interim Chief Financial Officer (CFO) ** to provide strategic and operational financial leadership during a transitional period.

**About the Role **

This is a **hands-on interim CFO role **, overseeing the Controller and Staff Accountant, while serving as a strategic advisor to the CEO, Executive Team, Treasurer, and Board of Directors. The ideal candidate brings **prior nonprofit financial leadership experience within human services **, and is comfortable navigating complex funding, compliance, and regulatory environments. Experience with Medicaid billing is highly preferred.

While this role is intended as a temporary engagement, the organization anticipates launching a permanent search and **conversion to full-time employment may be possible ** for the right candidate.

**Key Responsibilities **

**Strategic Financial Leadership **

- Lead the financial components of organizational strategic planning in close partnership with the CEO, Executive Team, Treasurer, and Board

- Provide forward-looking financial analysis to support sound decision-making, long-term sustainability, and risk mitigation

- Evaluate financial implications of growth opportunities, including new programs and potential mergers or acquisitions

- Collaborate with leadership to track performance against strategic goals and continuously improve financial systems and processes

**Financial Oversight & Operations **

- Oversee preparation and presentation of financial reports, forecasts, and analyses for leadership, Board, and external stakeholders

- Manage cash flow forecasting, annual budgeting, payroll oversight, and the annual audit process

- Maintain and strengthen financial controls, policies, and procedures

- Ensure effective coordination between Finance and HR functions

- Manage relationships with financial institutions, investment advisors, payroll vendors, and property management partners

**Risk Management & Compliance **

- Oversee compliance across contracts, grants, licenses, audits, reporting requirements, and multiple legal entities

- Manage compliance related to Low-Income Housing Tax Credit (LIHTC) properties, including asset management for owned sites

- Identify financial and compliance risks and proactively advise the CEO, Treasurer, and Board

- Serve as a financial liaison with legal counsel as needed

- Provide financial insight on prospective contracts and agreements

**Systems & Tools **

- **Accounting Software: ** QuickBooks Desktop

- **AP Platform: ** Bill.com

- **Budgeting & Forecasting: ** Excel

- ~~(Experience with these tools is helpful but not required) ~~

**Ideal Candidate Profile **

- Proven CFO or senior finance leadership experience within **nonprofit human services organizations **

- Strong understanding of complex funding streams, compliance, and audits

- Medicaid billing experience strongly preferred

- Comfortable operating in both strategic and hands-on capacities

- Confident communicator with Board-level presence

- Available for a hybrid work schedule in Washington, DC

Chief Financial Officer



Industry: Hospitality
Company Size: 5,001-10,000 employees

GF Hotels & Resorts

**We are growing our corporate leadership team and hiring for the position of Executive Vice President of Finance. This new, high-impact leadership role will report to the CFO and will require someone who lives in or is willing to relocate to the Philadelphia area.**

The Executive Vice President (EVP) of Finance is a key member of the executive leadership team, responsible for overseeing all financial operations for GF Hotels & Resorts’ properties. The EVP of Finance partners closely with the CFO, COO, operations leadership, and ownership on strategic initiatives, capital planning, and growth opportunities. This role is on-site in Philadelphia and requires a highly collaborative, forward-thinking leader with deep hospitality finance experience.

Executive Vice President of Hotel Finance

Rev is a speech technology company dedicated to making your conversations more productive and meaningful. Our Speech-to-Text solutions transform spoken words into accurate transcripts, summaries, insights, and more. Our blend of AI speed and human accuracy ensures fast and reliable results that not only capture your conversations but also analyze and synthesize them, wherever they may occur. This empowers our customers to focus on what truly matters—their unique perspective and expertise—and leaves the tedious tasks to Rev.

With 18 billion words transcribed from 7 million hours of speech data since 2010, Rev's ASR model is the most accurate and least biased in the industry. With accuracy as the foundation, we develop secure and cutting-edge AI solutions that transform your words into knowledge. That’s why over 1 million users and 125,000 companies worldwide rely on Rev for their Speech-to-Text needs. 

Make every word count with Rev.

Industry: Technology, Information and Media
Company Size: 51-200 employees

~~There’s never been a more exciting time to be part of Rev.~~

Every role here plays a critical part in shaping the future of speech technology and empowering our customers to do more, faster. We didn’t disrupt the industry by playing it safe. We did it by embracing bold thinking, welcoming diverse perspectives, and giving our team the freedom and responsibility to innovate. At Rev, you won’t just have a seat at the table — you’ll help redesign it.

~~Come build what’s next with us 🚀~~

Vice President of Finance

**How this role will **~~**Serve ** ~~**, **~~**Own ** ~~**and **~~**Grow ** ~~**at Rev:**

We are seeking a ~~Vice President of Finance ~~ to serve as a strategic partner to the CEO and leadership team, helping drive clarity, accountability, and performance across the business.

This role is designed for a strategic finance leader, not a traditional accounting executive. The ~~VP of Finance ~~ will help ensure that every team across the company understands the metrics that matter, how their work ties to company performance, and how to drive measurable impact at Rev.

The ideal candidate brings a consultative mindset, strong analytical rigor, and deep business partnership skills. They will work closely with department leaders across product, engineering, sales, marketing, and operations to translate financial insights into decisions that accelerate growth. This role will be critical in aligning the organization around clear KPIs, financial discipline, and operational execution.

**🔍 Responsibilities**

**Drive Company Performance Through Metrics**

- Establish and operationalize the core metrics that drive company performance

- Ensure every team understands the KPIs tied to company growth and success

- Translate company goals into measurable outcomes across business units

**Partner Closely With Department Leaders**

- Develop a deep understanding of each business unit and its drivers

- Partner with functional leaders to identify opportunities to improve efficiency, performance, and growth

- Provide clear financial insights that support operational decision-making

**Lead Strategic Financial Planning**

- Own company forecasting, financial modeling, and scenario planning

- Guide investment decisions and resource allocation

- Provide strategic recommendations to the CEO and leadership team

**Drive Cross-Functional Alignment**

- Help leaders across the company align around shared metrics and priorities

- Identify operational bottlenecks and opportunities to improve business performance

- Ensure financial insights translate into actionable business decisions

**Build a Metrics-Driven Culture**

- Help teams adopt a disciplined approach to performance measurement

- Create visibility into business performance across the company

- Serve as a catalyst for data-driven decision-making

**✅ Qualifications**

- Experience

- 10+ years of experience in strategic finance, consulting, business operations, or corporate strategy

- Experience working closely with executive leadership teams

- Background in management consulting, investment banking, strategic finance, or similar analytical environments

- Experience partnering with multiple business units in a high-growth company

- SaaS or technology company experience preferred

- Skills

- Exceptional financial modeling and analytical skills

- Ability to translate complex financial data into clear business insights

- Strong ability to influence leaders across departments

- Comfortable operating in a high-growth, fast-paced environment

- Leadership Traits

- Strategic thinker with strong operational instincts

- Excellent communicator and collaborator

- Highly analytical and data-driven

- Ability to galvanize teams around performance and outcomes

- Growth-oriented mindset with strong business judgment

**⚖️ Why It Matters**

The ~~VP of Finance ~~ will help ensure the entire company understands what success looks like and how to achieve it. By aligning teams around the right metrics and providing clear financial insights, this leader will play a central role in shaping the company’s growth and operational excellence.

**Location Requirement:**

- If you're based in Austin, TX, this is a hybrid role with an expectation of being onsite 3 days per week at our office located at: 1717 W 6th St, Suite 310, Austin, TX 78703.

~~**Ready to drive real impact for our customers while helping shape the future of Rev?** ~~~~Apply now — we’d love to meet you!~~

Vice President, Finance

Active Minds is the largest nonprofit in the United States mobilizing youth and young adults to transform mental health norms across society. For more than 20 years, we have equipped the next generation of peer mental health advocates through a variety of programs, including the Active Minds Chapter Network, A.S.K., and Send Silence Packing. Our advocacy, initiatives, and campaigns foster lasting change in how youth view and discuss mental health, encouraging them to use their voices to influence broader conversations and inform mental health supports within their communities. Together, we are building a diverse movement of champions committed to improving mental health for all.

Industry: Mental Health Care
Company Size: 51-200 employees

Active Minds, Inc.

**Position Title: **Vice President of Finance and Administration

**Status: ** Full Time

**FLSA: **Exempt

**Location: ** Washington, DC preferred (Remote available)

**JOB SUMMARY & KEY PRIORITIES **

Active Minds is seeking an experienced, motivated and strategic Vice President of Finance and Administration to join its team. Reporting to the Chief Operating Officer, the VP of Finance and Administration will be a key member of the leadership team charged with oversight and execution of all financial processes and procedures, technology, and business operations at Active Minds. The VP of Finance and Administration is tasked with expanding thought leadership, cultivating and maintaining relationships, providing team leadership/management, and working cross-functionally with the Operations Team and all Active Minds departments. This role is responsible for driving innovation, strategic thinking, and execution of all Finance, Technology, and Business Operations priorities, ensuring that all members of the Active Minds team have the tools and resources they need to productively accomplish their roles.

This is an outstanding opportunity for a finance, tech, and operations executive with strong leadership experience and creative problem-solving skills in a high-growth, mission-driven organization. The VP of Finance and Administration will directly oversee the Director of Technology, Director of Operations and Special Projects, Senior Associate of Accounting, and contracted Bookkeeper.

**ABOUT ACTIVE MINDS **

Active Minds is the largest nonprofit in the United States mobilizing youth and young adults to transform mental health norms across society. For more than 20 years, we have equipped the next generation of peer mental health advocates through a variety of programs, including the Active Minds Chapter Network, A.S.K., and Send Silence Packing. Our advocacy, initiatives, and campaigns foster lasting change in how youth view and discuss mental health, encouraging them to use their voices to influence broader conversations and inform mental health supports within their communities. Together, we are building a diverse movement of champions committed to improving mental health for all.

**KEY RESULTS **

**Financial Management (50%) **

- Lead all accounting and financial reporting for the organization, including overseeing the development of the organization’s annual budget and monitoring performance against individual grant and program budgets throughout the fiscal year

- Oversee annual audit process, including managing relationship with external auditor, and preparation and maintenance of reports needed for annual audit

- Report regularly to the Executive Director, Chief Operating Officer, and Board Treasurer on financial performance; provide regular insight on financial results and best practices

- Coordinate with division leads to ensure department finances are being tracked effectively and financial resources are being strategically allocated to meet organizational goals

- Facilitate and help manage the accounting monthly close and reporting in a timely manner

- Lead the Finance Department, providing supervision and strategic direction to the Senior Associate of Accounting and contract Bookkeeper

- Provide proactive, creative, cross-functional thinking and ideas to enhance organizational financial oversight

- Support the organization’s process for acceptance of complex gifts and assets

- Assist the Executive Director and Treasurer of the Board as needed, supporting execution of the organization’s investment strategy including overseeing updates to the investment policy statement, relationship with investment managers, and evaluation of investment activity

- Serve as primary staff liaison to the Board Finance Committee; effectively communicate and present critical financial matters at select Board of Directors and committee meetings

- Represent the organization externally, as necessary, particularly in banking and lease negotiations

- Ensure staff accountability to financial procedure via the completion of the Credit Card agreement form

**Administration (Technology and Operations) (30%) **

- Oversee the Director of Technology, and guide technology staff in ensuring that the platforms, software, and services in use continue to meet the evolving needs of the staff

- Lead strategic development of policies and processes to address IT needs and assure efficient, secure, and productive IT systems and support, including fostering a customer-service-oriented approach among IT and operations staff and vendors

- Partner with the Director of Technology to ensure org-wide initiatives are prioritized effectively on the IT roadmap, and reprioritization happens as new needs surface

- Ensure the Technology team’s strategic goals remain on track and are well communicated across the org at all times; regularly monitor progress and communicate updates &/or challenges to the COO

- Provide strategic oversight to the Director of Operations and operations staff to ensure that business operations, including maintenance of the physical office (e.g., office security, supplies procurement etc.), relationships with partners/vendors and landlords, drafting of Operations policies & procedures, internal operations audits, equity in operations at Active Minds, and all operational and administrative systems work effectively and smoothly to support the rest of the organization

- Manage team priorities and workflows to ensure operational functions are delivered efficiently and aligned with organizational goals

- Ensure the Operations team’s strategic goals and priorities remain on track and are well communicated across the organization at all times; regularly monitor progress and communicate updates &/or challenges to the COO

**Leadership (20%) **

- Supervise the Finance, Technology and Operations teams, ensuring their roles, responsibilities, and priorities are clear and executed effectively

- Implement an appropriate system of policies, internal controls, accounting standards, and procedures, working in collaboration with the Director of Operations & Special Projects

- Maintain continuous lines of communication, keeping the Executive Director & COO informed of all critical issues necessary for organizational leadership

- Provide analytical support to Active Minds’ Executive Team, including development of internal management reporting capabilities

- Develop skills & capabilities and provide growth opportunities for entire Administration and Finance Team

- Serve as member of the organization’s Leadership Team, responsible for operationalizing and assessing the organization’s strategic and innovation opportunities, culture-building, and more as needed

**QUALIFICATIONS **

**About You **

- Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical finance and administration initiatives

- Excellent interpersonal, verbal, listening, presentation and written communication skills and problem-solving abilities

- Ability to work independently while participating as an effective and collaborative member of interdisciplinary teams

- Excellent organizational skills and attention to detail

- Ability to prioritize, work effectively, adjust to multiple demands and follow tasks through to completion

- Entrepreneurial team player who can multitask

- Superior management skills; mentoring and coaching experience for a team with diverse expertise and ability to influence and engage direct and indirect reports and peers

- Effective tactical, strategic thinker and problem solver; self-reliant and results oriented

**Requirements: **

- Bachelor’s degree or other certification in finance, accounting, or related field; CPA certification, Masters of Accounting (MAC) and/or MBA preferred

- Thorough knowledge of GAAP and FASB topics as applied to nonprofits; must be familiar with nonprofit finance and accounting regulations

- High level of financial and analytical skills and extensive knowledge of financial policies, practices, and nonprofit systems

- A minimum of 10 years of relevant experience, including in a nonprofit environment, with at least 5 years of managerial experience in leading a team and mentoring staff in a high-growth environment

- Proven track record in the areas of planning, financial management and operational oversight

- Strong interest in and commitment to the mission and goals of Active Minds

- Must have Quickbooks Online experience; ERP and other accounting software experience a plus

- Experience with Salesforce a plus

**COMPENSATION **

This position offers an initial salary range of $130,200-$151,900 along with robust benefits. The starting pay for this position is equal to others at the same level throughout the organization. Candidates whose experience meets both the minimum and preferred qualifications may be considered for a starting salary that exceeds the current amount. The role sits within Active Minds Level 7 salary band, and as such, has the potential to grow to $195,300 over time. FLSA Status: Exempt.

Active Minds has an industry-leading and competitive benefits package that includes Health, Vision and Dental Insurance, Paid Vacation and Sick Leave, Paid Holidays, Company Wide Mental Health Days, 401(k) Matching, HSA and FSA Options, Life Insurance, Short Term, and Long Term Disability, Fully Paid Parental Leave, Wellness Reimbursement Program, and Professional Development Stipends.

Active Minds recruits, hires, trains, compensates, and promotes our staff regardless of race, religion, color, national origin, sex, gender, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.

**ADDITIONAL INFO **

This search is being lead by NRG Consulting Group. Contact jobs@nrgconsultinggroup.org with any questions. The preferred application deadline is Monday, 5/11.

VP of Finance and Administration

From the Blue Ridge Mountains to the Atlantic coast, we bring Ophthalmologists and Optometrists together.

Our team is focused on developing partnerships that promote growth, stability, and the continuum of care. One way we accomplish this is through nourishing relationships between ophthalmologists and optometrists. This relationship puts the patient first, giving them a reliable and consistent experience. When you team up with us, we will listen to your needs, provide operational expertise, and share our network.

Focus on your patients, let us help manage your practice.

With the ever-changing complexities of running a successful practice, Atlantic Vision Partners will help you streamline your administrative and management processes. By implementing a proven operational infrastructure and taking a diligent approach, we can help your business run more efficiently and become more scalable. This partnership will allow you the time and energy to focus on what is most important: patient care.

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

Atlantic Vision Partners

**Description**

**ABOUT US:**

Our focus is to provide our patients with the best healthcare experience through innovation, professionalism, and compassionate care. Our physicians and staff share our passion for patient-centric care and are knowledgeable, skilled, and empathetic to our patients’ needs. We continuously look for ways to improve our patient’s experience through data analytics, patient surveys, and feedback. Our commitment to patient care is also investing in our employees through ongoing continuing education and training.

**Position Summary**

We are seeking a Financial Planning & Analysis (FP&A) Analyst to support the financial planning, reporting, and performance analysis of a growing, private equity-backed healthcare organization with approximately $200M in revenue across 10 regions.

This role will work closely with the Vice President of Finance and broader finance team to deliver high-quality financial insights, improve reporting processes, and support decision-making across the organization.

This is an excellent opportunity for a highly analytical individual looking to develop strong FP&A skills in a fast-paced, high-growth environment.

~~This role is eligible to remote employees.~~

**Key Responsibilities**

~~**Financial Reporting & Analysis** ~~

- Assist in preparing monthly financial reporting packages, including variance analysis

- Analyze financial results and identify key trends, risks, and opportunities

- Support development of EBITDA bridges and performance summaries

~~**Forecasting & Budgeting Support** ~~

- Support the annual budgeting and ongoing forecasting processes

- Maintain and update financial models and forecasting templates

- Work with regional operations teams to gather inputs and validate assumptions

~~**Operational & Regional Analysis** ~~

- Analyze clinic-level and regional performance metrics

- Support tracking of key drivers such as provider productivity, labor costs, and revenue trends

- Assist in identifying opportunities for margin improvement

~~**Financial Modeling & Ad Hoc Analysis** ~~

- Build and maintain financial models to support strategic initiatives

- Assist with ROI analysis for operational and capital investments

- Support acquisition analysis and post-acquisition performance tracking

~~**Process Improvement & Data Support** ~~

- Partner with finance and systems teams to improve reporting accuracy and efficiency

- Help standardize financial reporting templates and processes

- Support efforts to improve data consistency across regions

**What Makes This Role Compelling**

- Direct exposure to senior finance leadership

- Opportunity to build core FP&A skills in a PE-backed environment

- Broad exposure to financial planning, operations, and strategy

**Requirements**

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

- 2–5 years of experience in FP&A, corporate finance, accounting, or consulting

- Strong analytical and financial modeling skills

- Advanced Excel and PowerBI proficiency required

- Exposure to healthcare or multi-site environments is a plus

- Experience with financial systems and reporting tools is a plus

**Knowledge, Skills, And Abilities**

- Highly detail-oriented with strong analytical thinking

- Comfortable working with large datasets and imperfect information

- Strong problem-solving skills and intellectual curiosity

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

- Effective communicator with a collaborative mindset

**Ownership Skills**

- Help foster a positive workplace environment that encourages accountability, collaboration and transparency.

- Self-awareness; understanding your learning style and personality traits. Focus on your strengths rather than your weaknesses.

- Pride in one’s work by asking questions when needed, providing feedback and completed job tasks in a timely manner.

- Aligning job responsibilities and projects with the company’s goal and mission.

- Pro-active measures in daily work that anticipates problems and develops solutions.

- Ask for clarification when needed. Work in an organized and structured environment to minimize stress during busy workdays.

- Confidence to express ideas and solutions during meetings or projects. Openness to other employee’s opinions and feedback.

- Establish performance goals and align personal interest and career aspiration with new tasks and responsibilities.

- Offer solutions to problems rather than presenting issues.

- Ask for constructive feedback regarding job performance.

- Share responsibility for actively maintaining "workload items" for clinical and support buckets.

**Physical Requirement**

- Exerting up to twenty-five pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.

- Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.

- Have close visual acuity to perform an activity including viewing a computer terminal, extensive reading, interpretation, etc.

- Must possess the physical, mental, and cognitive skills needed to complete essential tasks, including abilities such as learning, remembering, focusing, categorizing, and integrating information for comprehension, problem-solving, and timely decision-making.

- Must be able to be stationary for prolonged periods of time

**Cognitive Requirement**

- Executes tasks independently.

- Learns and memorizes tasks.

- Maintains concentration/focus on tasks.

- Performs task in a demanding environment requiring multi-task and prioritize work.

- Must be comfortable working and interacting with large groups of people daily.

**Benefits & Perks**

Generous PTO allowance

Holiday Pay

Health, Dental & Vision

Life Insurance

Short-term disability

Long-term disability

401k with discretionary match

Uniform Allowance (clinic only)

Professional Development

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any characteristic protected by law.

Financial Planning and Analysis Analyst (Remote Eligible)

The Mount Baker Theatre in downtown Bellingham's Arts District is the largest performing arts facility of its kind north of Seattle. A beautifully restored 1927 architectural treasure, listed on the register of National Historic Places, the theatre is dedicated to showcasing some of the best live performing artists on both the professional and community levels for audiences in the North Puget Sound area and the Lower Mainland of British Columbia.

Industry: Performing Arts
Company Size: 11-50 employees

Mount Baker Theatre

**Company Description**

We simplify the process of publishing and managing high-quality digital outdoor guides to inspire and empower outdoor enthusiasts. Our mission is to provide dynamic and user-friendly technology that enhances the outdoor experience. By leveraging cutting-edge solutions, we enable individuals and organizations to create, share, and discover valuable outdoor resources with ease.

**Role Description**

This is a full-time remote opportunity for a Vice President of Finance and Operations. In this role, you will oversee financial planning, budgeting, and reporting processes while ensuring operational efficiency across the organization. Key responsibilities include managing financial statements, leading financial reporting, analyzing financial data for decision-making, and optimizing operational strategies to align with organizational goals. You will also collaborate cross-functionally to implement financial and operational best practices.

**Qualifications**

- Proficient in Financial Planning, Financial Reporting, and Financial Statements preparation

- Expertise in Finance and strong Analytical Skills

- Experience in identifying and implementing operational efficiencies

- Comprehensive understanding of business operations and strategy alignment

- Strong leadership and decision-making skills

- Bachelor's or Master's degree in Finance, Business Administration, or a related field

- Prior experience in an executive finance or operations leadership role is preferred

Vice President of Finance And Operations

Since 1975, Catalyst Family Inc. has been dedicated to 
strengthening communities through responsive family 
services, including childcare and youth development 
programs. Our engaged staff supports over 10,000 
children and their families across California each year.

Industry: Education Administration Programs
Company Size: 1,001-5,000 employees

Catalyst Family

Catalyst Family has retained Armanino to lead the search for their Vice President of Finance & Accounting. We look forward to hearing from you!

**Position Overview **

The Vice President of Finance & Accounting is responsible for managing the organization’s financial operations, ensuring strong fiscal stewardship, accurate reporting, and efficient financial processes. This role provides strategic financial insights to senior leadership, oversees key accounting and payroll functions, and partners across departments to support organizational goals. Reporting to the Chief Operating Officer (COO), the VP ensures compliance, strengthens internal controls, and leads a high-performing finance team.

**Key Responsibilities: **

**Strategy and Planning **

- Partner with the COO to develop and implement long-term financial strategies that support the organization’s mission and sustainability.

- Contribute to resource development planning to support long-term financial sustainability.

- Lead the annual budgeting process, providing financial analysis to inform decision-making.

- Ensure compliance with nonprofit financial regulations, reporting requirements, and relevant state and federal grant guidelines.

- Oversee complex allocation of expenses across multiple state and school district contracts and funding streams, ensuring accuracy, compliance, and timely reconciliation.

**Financial Management **

- Oversee day-to-day financial operations, including accounting, budgeting, cash flow, and financial reporting, and payroll.

- Ensure accurate and timely financial statements in accordance with Generally Accepted Accounting Principles (GAAP).

- Monitor financial performance and provide recommendations to ensure organizational sustainability.

- Maintain effective relationships with financial institutions, external auditors, and key stakeholders.

- Oversee organizational banking relationships, insurance programs, and investments

- Advise leadership on financial risks, opportunities, and resource allocation.

**Team Leadership **

- Lead and mentor team members within the finance and payroll functions, promoting growth, accountability, and operational excellence.

- Ensure strong management discipline by upholding chain-of-command, maintaining role clarity, and preventing workarounds or bypassing of established processes.

- Foster collaboration with other department leaders to support cross-functional initiatives and organizational priorities.

- Communicate financial goals, expectations, and performance metrics to ensure team alignment.

**Reporting and Analysis **

- Prepare accurate and timely financial statements and reports for senior leadership and the Board of Directors.

- Demonstrated ability to speak confidently and accurately to detailed financial data in Board and leadership settings.

- Conduct financial analysis to identify trends, risks, and opportunities for improvement.

- Develop and monitor Key Performance Indicators (KPIs) to support data-driven decision-making.

- Oversee financial systems and accounting software.

- Ensure data accuracy and reporting efficiency across finance and program teams.

**Audit and Compliance **

- Coordinate annual financial audits and serve as the main point of contact for external auditors.

- Ensure compliance with nonprofit financial regulations, funding requirements, tax laws, data requirements, and internal policies. · Ensure compliance with the Uniform Guidance (2 CFR Part 200) for federally funded programs when applicable.

- Implement and enforce robust internal controls, financial policies, and documented procedures to ensure compliance and support audit readiness.

**Contracts, Grants, and Funding Management **

- Oversee grant and contract accounting to ensure compliance with budgets, regulations, reporting requirements, and timelines.

- Ensure accurate grant and contract accounting across numerous diverse funding sources, including compliance with complex allocation and reporting requirements.

- Ensure proper allocation of restricted vs. unrestricted funds.

- Monitoring allowable costs and compliance requirements.

- Work with program and development teams to ensure alignment between grant objectives and financial allocations.

- Support exploration of new funding opportunities by providing financial modeling and insights.

**Required Qualifications **

- 10+ years of progressively responsible experience in finance or accounting, preferably within the nonprofit or education sector.

- Minimum 5 years of supervisory or team leadership experience.

- Hybrid role requiring a minimum of three days per week onsite in the Morgan Hill office.

- Exceptional ability to manage highly complex financial environments with precision, including multi-layered funding structures and high-volume allocations.

VP of Finance & Accounting

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.

Industry: Human Resources Services
Company Size: 51-200 employees

LearnLux Financial Wellbeing

**About LearnLux**

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.

**The Role**

As LearnLux’s Vice President of Finance, you will lead the company’s financial strategy, operations, and execution as we continue to scale. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business.

This is a hands-on, high-impact leadership role that blends strategic thinking with operational ownership. You will be responsible for building scalable financial systems, improving rigor and predictability, and ensuring LearnLux has the financial foundation needed to support growth. The Vice President of Finance will play a critical role in shaping how we plan, measure, and operate the business, with meaningful influence across teams and initiatives as the company evolves.

This role is remote within the U.S., with candidates expected to be based in or near New York City and available for in-person collaboration as needed. This role reports to the Chief Operating Officer and Co-founder.

**What You’ll Do**

- Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning.

- Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making.

- Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP.

- Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business.

- Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability.

- Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities.

- Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics.

- Manage tax, audit readiness, and regulatory compliance in collaboration with external partners.

- Contribute to capital planning, investor communications, and future fundraising preparation as needed.

- Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales.

- Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.

**You should bring**

- 10+ years of progressive finance experience, including senior leadership roles in high-growth SaaS, fintech, or technology-enabled businesses.

- Experience in the benefits and wellness industry is heavily preferred

- Proven experience building and operating finance functions in Series A+ or growth-stage startups.

- Strong background in FP&A, accounting oversight, and financial operations, with the ability to move seamlessly between strategy and execution.

- Deep understanding of GAAP, audits, internal controls, and compliance requirements.

- Experience partnering closely with CEOs, COOs, and Boards, with comfort operating under close executive oversight.

- Demonstrated ability to operate independently and take full ownership in environments with limited structure.

- Familiarity with global financial operations, including contractors and multi-currency considerations.

- Hands-on experience with tools such as QuickBooks, Brex, Ramp, Carta, and HubSpot (or similar).

- Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights.

- Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or equivalent credentials are a plus.

**LearnLux is a fit for you if you**

- Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.

- Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist.

- Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.

- Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us.

- Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.

- Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.

- Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.

**Benefits**

- Remote-first company structure

- Medical, dental, and vision

- 401(k)

- Mental wellbeing (Talkspace)

- Financial wellbeing (LearnLux)

- Equity (Full-time employees)

- Paid vacation and sick leave

- Paid sabbatical after 5 years of service

- A supportive, inclusive team culture

- Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

**Closing**

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range

$200,000 - $275,000 USD

Vice President of Finance

RemoteHunter is your dedicated AI job search assistant, turning the job hunt from a slow, individual effort into a quicker, smarter, and guided experience by streamlining each step of the process and speeding up your path to the right career opportunities.

Industry: Software Development
Company Size: 11-50 employees

RemoteHunter

About the Company

The organization operates in the fintech sector, processing billions of transactions annually. It is a well-capitalized, private equity-backed company that is profitable and growing. Positioned at a stage where finance has significant visibility and influence, the organization focuses on delivering financial services with broad operational impact and is actively integrating AI and data-driven tools to enhance financial processes.

About the Role

The Finance Analyst role supports the full finance function, including revenue analysis, profit and loss reporting, budgeting, and cross-functional business partnering. Reporting to the VP of Finance, this position contributes to financial planning and analysis (FP&A) activities that influence business decisions across multiple departments. The role offers broad exposure to corporate finance and involves working with modern FP&A tools and emerging AI initiatives, making it suited for early-career professionals eager to develop deep financial expertise.

Responsibilities

- Support detailed revenue reporting and analyze performance across multiple lines of business

- Maintain key revenue KPIs such as ARR, churn, take rate, and cohort analysis

- Assist with monthly and quarterly P&L reporting, variance analysis, and management commentary

- Partner with leaders across Sales, Marketing, Operations, and G&A for budgeting and forecasting

- Build and maintain budget models, tracking actuals against plans to flag risks or opportunities

- Prepare materials for board and executive reporting with high accuracy and consistency

- Support annual budgeting, scenario analysis, and rolling forecasting processes

- Operate FP&A software (such as Abacum) for planning and reporting workflows

- Identify opportunities to automate financial processes and support AI/data initiatives

- Respond to ad hoc financial analysis and special projects for finance leadership

Requirements

- 2 to 4 years of experience in FP&A, corporate finance, or financial analysis

- Background in fintech, payments, SaaS, or high-growth tech is preferred

- Strong skills in financial modeling, budgeting, and variance analysis using Excel or Google Sheets

- Exposure to both revenue and P&L analysis and an understanding of their connection

- High standard for accuracy, quality outputs, and detail orientation

- Effective communication skills with the ability to present data to non-finance stakeholders

- High ownership mentality and a collaborative, low-ego approach to teamwork

Nice to Have

- Familiarity with Abacum or similar FP&A platforms

- Familiarity with Tableau, Looker, or SQL

- Interest in AI and automation within the finance function

Compensation

$85,000 — $110,000 USD annually (base salary)

Final compensation depends on experience and includes an annual bonus target.

Benefits & Perks

- Remote role (preference for candidates near New York City for occasional collaboration)

- Health, dental, and vision insurance

- Flexible Paid Time Off (PTO) and 13 paid holidays

- Company volunteer days

- Exposure to modern FP&A tools and AI-driven finance initiatives

Equal Opportunity Statement

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company's career page or ATS.

Finance Analyst

In 2023, we united the leading post-acute and long-term care technology companies to deliver mission critical applications and analytics to enable better care. These companies were aligned in a shared mission to help improve experiences for our customers, employees and for the people in their care. Now operating as a single entity, we are unifying under a single brand that demonstrates the breadth of our capabilities and aligns to each of the markets we serve.

Formerly HCP (Home Care Pulse), Activated Insights enables long-term and post-acute care providers to optimize every interaction with employees and clients. By offering comprehensive capabilities in recruitment, training, retention, and experience management, we enable organizations to enhance care quality and boost employee engagement. Our data-driven approach, including industry benchmarking and recognition programs, helps providers improve satisfaction, reduce turnover, and achieve operational excellence. Activated Insights is dedicated to elevating the care experience across the continuum of senior living and home-based care.

Industry: Software Development
Company Size: 51-200 employees

Activated Insights

**Position Title: **Sr. Financial Analyst **Department: **Finance

**Reports to: **VP of Finance **FLSA Status: **Exempt

**About Us **

Activated Insights, a Software-as-a- Service (“SaaS”) leader in long-term and post-acute care, has opened a new Sr. Financial Analyst seat to support our company’s growth and operational efficiency.

Founded in 2008, Activated Insights is a software company serving North America’s fastest-growing labor market—long-term and post-acute senior care. As the market leader, our technology, surveys, and training solutions are used by everything from small independent providers to large enterprise organizations. Ultimately, our services impact the lives of hundreds of thousands of seniors every year. Today, with over 250 team members, over 7,000 customers that extend into over 23,000 sites of care, our products focus on employee engagement, ongoing education, resident and patient satisfaction surveys, and reputation management tools.

**What Sets Activated Insights Apart: **

- We are at the heart of the healthcare industry's most dynamic sector, with an ever-growing demand for post-acute care and long- term care to address the fastest growing segment of the US population.

- Our bond with healthcare providers draws compassionate, service-driven team members, fostering a spirited, collaborative culture aligned on our mission to deliver exceptional experiences for our employees, our customers and the people in their care.

- A high performing executive leadership team with success in both public and PE companies, primarily in high-growth companies focused on the long term and post-acute care market.

- Backed by a private investment firm with 40+ years of experience forging lasting partnerships across the healthcare industry.

**Why This Role Matters **

As a Sr. Financial Analyst, you will play a critical role in translating business activity into financial insights that drive executive decision-making.

This role offers direct exposure to senior leadership and Board-level reporting, with the opportunity to influence strategic and operational decisions as the company scales. You will serve as a key partner across Finance, Sales, and Operations—bringing clarity to performance, improving forecast accuracy, and helping the business operate with greater financial discipline.

**Key Responsibilities **

**Financial Planning & Analysis **

- Own and evolve driver-based financial models to support forecasting, budgeting, and long-range planning

- Build and manage revenue and bookings forecasts using pipeline data, historical trends, and market insights

- Deliver monthly and quarterly budget-to-actual and forecast variance analyses, identifying key performance drivers

- Support M&A activities including financial modeling, due diligence, and post-acquisition performance tracking

- Lead scenario modeling and ad hoc analyses to support strategic decision-making

**Business Partnership & Insights **

- Partner closely with Sales, Operations, and Product leaders to understand business drivers and improve forecast accuracy

- Translate complex financial analyses into clear, actionable insights for executive audiences

- Proactively identify risks and opportunities, providing recommendations to improve performance and cost discipline

- Present financial results, trends, and key insights in business reviews and planning sessions

**Reporting & Systems **

- Design and own scalable reporting processes for leadership and Board-level reporting

- Maintain and enhance dashboards and reporting across systems such as Salesforce, Zuora, and Power BI

- Develop recurring reporting packages (daily, weekly, monthly) that improve visibility into business performance

- Financial Close & Reporting Support

- Partner with Accounting during month-end close, including accrual support and financial review

- Perform variance analysis and investigate discrepancies to ensure accuracy and insight

- Support preparation of executive and Board reporting materials

**Financial Close & Reporting Support **

- Partner with Accounting during month-end close, including accrual support and financial review

- Perform variance analysis and investigate discrepancies to ensure accuracy and insight

- Support preparation of executive and Board reporting materials

**Experience & Qualifications **

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

- 4–7+ years of experience in FP&A or a related finance role (SaaS experience strongly preferred)

- Strong understanding of SaaS metrics and business models, including ARR, NRR, churn, CAC, and LTV

- Advanced Excel and financial modeling skills required

- Experience with tools such as Salesforce, Zuora, and Power BI preferred

- Highly analytical, detail-oriented, and comfortable operating in a fast-paced, evolving environment

- Strong communication skills with the ability to influence and partner with cross-functional stakeholders

**Location **

- On-site at our Tampa, FL office

**Schedule **

- Full time, 40 hours each week

- Monday through Friday, core business hours of 8:00 AM to 5:00 PM locally with occasional flexibility for collaboration across time zones or to meet critical deadlines.

**Physical Requirements **

- Prolonged periods sitting at a desk and working on a computer.

- Frequent video meetings requiring camera use

Senior Financial Analyst

Vero Fiber Networks builds and operates fiber networks providing Internet and data connectivity to Schools, Business and Homes on fast and reliable fiber optic networks.

Industry: Telecommunications
Company Size: 51-200 employees

Vero Networks

TAX MANAGER

Location: Remote

Department: Finance / Tax

Reports to: EVP of Finance

**About Us**

Vero Fiber Networks Holdings is a fast-growing digital infrastructure and telecommunications holding company providing high-quality retail broadband connectivity and wholesale digital infrastructure services across the United States through Vero-owned subsidiaries. As we continue to expand our network and customer base, we’re building a strong internal finance team to support sustainable growth, efficiency, and compliance.

We’re looking for a hands-on, experienced Tax Manager who can own and elevate our tax function — from compliance to strategic planning — in a dynamic fast-growing environment.

Why Join Vero?

- Competitive compensation, bonus, and benefits package.

- Hybrid work flexibility and a supportive, team-oriented culture.

- A highly visible role reporting directly to finance leadership, with influence on strategic and operational decisions.

- The opportunity to build and shape the in-house tax function of a growing U.S. telecom provider.

Role Overview

The Tax Manager will be the company’s in-house tax lead, responsible for all aspects of U.S. tax compliance, reporting, and planning at VFN Holdings, INC and subsidiaries. This role is ideal for a generalist who thrives on variety — managing corporate and indirect taxes, optimizing processes, and partnering with business and finance leaders to support decision-making.

Key Responsibilities

- Manage all federal, state, and local tax compliance obligations, including corporate income, franchise, sales/use, property, payroll and telecom-related taxes.

- Coordinate with external advisors to ensure accurate and timely preparation and filing of tax returns.

- Develop and implement tax planning, mitigation and deferral strategies to minimize liabilities and support business growth.

- Ensure proper payroll tax processing for stock-based compensation.

- Monitor and interpret tax law changes and assess potential impacts on the business.

- Support regulatory and telecom-specific tax reporting (e.g., USF, E-911, gross receipts, and similar state telecom assessments).

- Partner with subsidiary accounting and finance teams on budgeting, forecasting, compliance and audits.

- Identify and execute process improvements, ensuring strong internal controls over tax processes.

- Serve as the primary point of contact for external tax advisors, auditors, and state agencies.

Qualifications

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

- 6–10 years of progressive tax experience, including public accounting and/or in-house roles.

- Strong understanding of U.S. corporate and state income tax tax, with experience in sales/use tax, payroll and telecom-specific taxes preferred.

- Excellent analytical and communication skills, with the ability to simplify complex issues for non-tax stakeholders.

- Comfortable in a mid-sized fast-growing company where collaboration, ownership, and adaptability are key.

Job Details and Physical Requirements

- This role does not require travel

- Must be authorized to work in the United States.

- This is a staff position.

- This is an Exempt position.

- This is a Full-Time position.

- This is a Remote position.

- The schedule for this position is Monday through Friday with weekend or weeknight availability occasionally as needed to fulfill the core duties of the role.

- This position requires the ability to sit and work at a desk for extended periods of time, using a computer and other office equipment.

- This position requires the ability to perform fine motor tasks, such as typing or using a mouse, for extended period of time.

**Compensation & Benefits**

- Base pay is paid at a salary rate. The annual salary for this position is $115,000 - $125,000.

- Eligible for annual bonus and meaningful stock-based compensation.

- Paid Life Insurance, medical plans, PTO, holidays.

- Dental and vision options.

- 401(k) with match.

**Notices**

Vero participates in E-Verify. Vero will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee’s Form I-9 to confirm work authorization. For more information about E-Verify, please visit: www.e-verify.gov

This position requires the ability to pass a standard background check upon offer of position.

At least 2 professional references are required.

Powered by JazzHR

Tax Manager

Voted by Fast Company as one of the top 50 Most Innovative Global Companies, Generator provides unique, experience and design-led accommodation options located in 16 destinations across Europe & the U.S.

Pioneers of affordable luxury and masters of the social experience, Generator’s properties include a range of room types from shared to private bedrooms, chill-out areas, bars, cafes and a variety of spaces available for private hire. 

Be part of Generator on LinkedIn and keep up with news, moves and the latest exciting job opportunities.

Industry: Hospitality
Company Size: 501-1,000 employees

Generator

We’re looking for a self-starter with attention to detail to join our team. Reporting to the Assistant Director of Finance, you’ll further your finance experience by assisting in the preparation of accurate and timely financial reports, overseeing daily operation of the accounting department activities and internal control procedures ensuring compliance with all Federal, State and local regulations.

**Who Are We**

Generator is on a journey. Appropriate, given that we're a shared accommodation lifestyle brand. The journey began in London, swung through a heap of European capitals on its way to dominating the world. Generator burst onto the scene in the Americas with the launch of Generator Miami and Washington DC and most recently took aim at the country’s biggest markets (NYC, LA, Miami and Chicago) with the acquisition of Freehand Hotels.

No biggie. Fast Company named us one of the top 50 most innovative global companies. We, of course, agree.

Our spaces are safe and seriously social, in the proudest part of the beating heart of the cities we love. Cultural action, creative pulse and an outstanding way to waste some of the finite time the universe has given you - that's what Generator offers. Holds true for staff and visitors equally, and while chic design is always the backdrop, every Generator in every destination reflects the unique beat of that city's heart.

BEING YOURSELF is the key to bringing the Generator story and brand to life.

**About The Paramount**

Paramount Hotel is a New York City landmark located just steps from Times Square. Constructed in the French Renaissance style by Thomas W. Lamb in 1927, the building reflects the theatrical character of its neighborhood. The bustle of the street disappears as you step inside - with its two-story lobby, reflective fireplace, dramatic lighting, and rich textures, it sets the stage for a hip, indulgent experience. Recently updated but retaining its historical charm, the Paramount Hotel is standing out – as the only hotel near Broadway NYC with genuine personality.

Kind of a “no brainer” to take this iconic hotel with us on our Generator journey. While making sure to keep its rich character - we are giving it the best parts of our Generator DNA in order to transform this into a social driven, loud and welcoming community hot spot (with some kick-ass parties & events, of course).

**What’s In Your Dna**

- Hands-on attitude, with attention to detail

- Extensive knowledge of finance functions built on prior experience

**Your Experience**

- Excellent interpersonal and communication experience, both verbal & written

- Must be highly organized and well versed in completing paperwork

- Will be an excellent team player whilst having first class attention to detail

**NUTS AND BOLTS OF THE JOB**

- Prepare, record, and process accounts payable and cash disbursement, and accounts receivable and cash receipts

- Prepare allocation tables for indirect expenses and revenue items as needed

- Maintains required records, reports, and files in an organized manner.

- Gathers pertinent data pertaining to inventories, accounts payable accruals, and any other information necessary to prepare relevant journal entries

- Review credit card refunds to ensure legitimate refunds

- Other duties as assigned by management

- Assist in the posting of accounts to the general ledger for accounts receivable, cash receipts, accounts payable and cash disbursements

- Review open invoice reports and follow up with a schedule of payments or adjustments

- Assist with the year-end financial audit

- Responds to questions from managers and employees.

- Attends meetings as necessary

~~Naturally this is not intended as an exhaustive list of duties. Other duties as may be reasonably required will form part of this job description.~~

**Our Global Benefits**

- Birthday holiday in addition to your yearly holiday allocation

- Fertility Treatment Support Leave - up to three days' paid leave in any one year for an employee to undergo fertility treatment

- Employee Bounty Program providing opportunities to earn generous financial rewards for new hire referrals with no cap on number of referrals made

- Company contribution towards gym membership fees for all eligible employees – look good, feel good, work good

- Ideas Award - Quarterly award to double gross basic salary for 1 month to employee with most valuable suggestion/feedback

- 2 free nights’ accommodation across any of our Generator x Freehand properties globally

- Reduced room rates for staff as well as friends and family members (we operate in several locations across Europe & US so your next holiday is sorted)

- International career opportunities so you can travel the world while working with us (win-win!)

- Social events, celebrations calendar & various employee recognition schemes – we never ever need an excuse to let our hair down!

- Online learning tools to help you develop, learn and grow

**SO YOU THINK THIS MIGHT BE YOU?**

That's cool. Send us your application in English, preferably via email. If you’ve got questions call us, or check www.jobs.staygenerator.com.

We look forward to hearing from you.

**Employment Requirements: ** Employees must be able to furnish necessary identification providing eligibility to work in the United States as defined in the immigration Reform and Control Act of 1986 (IRCA). If hired, the employee must complete and submit an Employment Eligibility Verification (Form I-9) at the start of employment. This position does not offer sponsorship of Work Visas.

Generator x Freehand is an Equal Opportunity Employer and Drug Free Work Place.

**Join Us and help us achieve our Vision! **

Staff Accountant

Varonis is a pioneer in data security and analytics, fighting a different battle than conventional cybersecurity companies. Varonis focuses on protecting enterprise data: sensitive files and emails; confidential customer, patient, and employee data; financial records; strategic and product plans; and other intellectual property. 

The Varonis Data Security Platform detects cyber threats from both internal and external actors by analyzing data, account activity, and user behavior; prevents and limits disaster by locking down sensitive and stale data; and efficiently sustains a secure state with automation. 

Varonis products address additional important use cases including data protection, data governance, Zero Trust, compliance, data privacy, classification, and threat detection and response. Varonis started operations in 2005 and has customers spanning leading firms in the financial services, public, healthcare, industrial, insurance, energy and utilities, technology, consumer and retail, media and entertainment, and education sectors.

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

Varonis

Accountant (or Staff Accountant)

The Company:

Varonis (Nasdaq: VRNS) is a global leader in data security, taking a fundamentally different approach than traditional cybersecurity vendors. Our cloud‑native AI and Data Security Platform continuously discovers and classifies sensitive data, eliminates exposures, and detects advanced threats using AI‑powered automation.

Thousands of organizations worldwide rely on Varonis to secure their most critical information across SaaS, IaaS, and hybrid cloud environments. Our platform enables automated outcomes across AI Frameworks and agents, DSPM, data classification, data access governance, DDR, DLP, and insider risk management. Varonis secures AI and the Data that powers it.

This position reports directly to the Controller and Director of Finance and collaborates with internal teams across Sales Operations, Tax, and AP, as well as internal and external auditors. The ideal candidate should have a working knowledge of corporate accounting, understand debits and credits, and be familiar with the related business functions. Their responsibilities would include but are not limited to:

Finance & Accounting:

- Record and reconcile daily/weekly bank activity and support cash tracking processes.

- Process global payments (ACH, wire, SEPA, SWIFT) and support refunds as needed.

- Assist with AR payment application.

- Support management of direct debit and credit card activity, ensuring proper documentation and GL reconciliation.

- Prepare reconciliations for bank, credit card, and selected balance sheet accounts.

- Assist with monthly close packages, including journal entries, accruals, and variance analysis.

- Support preparation of sales tax, GST/VAT, and other statutory filings under Controller/Director review.

- Compile expense reconciliations across AP, employee expenses, and virtual cards.

- Partner with Tax, Sales Operations, and other internal teams to provide schedules, documentation,

and GL adjustments.

- Support quarterly and annual reporting requirements, including reconciliations and financial support schedules.

- Working with AP Specialist in the maintenance of the AP inbox to ensure timely invoice receipt and payment,

including input of invoices, vendor correspondence, and tracking cost-share reimbursements.

- Participate in ad‑hoc projects related to compliance, process improvement, and system enhancements as needed.

Administration:

- Active management of vendor relations and records, including acquiring and processing new vendor forms,

supporting tax documents (W8BENE, W9), and bank confirmations, with updates as necessary.

- Helping to organize internal finance records to ensure greater accuracy and efficiency in the

overall management of financial data.

- Create internal invoices for partner related cost-share events.

- Assist internal and external auditors and consultants with preparation of requested support.

Qualifications:

- Bachelor’s Degree in Accounting or Finance (Required, No exceptions).

- 2+ years of bookkeeping/general accounting experience.

- Strong understanding of debits/credits and core accounting principles

- Proficient with Microsoft Office products, including intermediate Excel experience.

- Ability to work in a fast-paced global environment while prioritizing competing responsibilities,

and meeting both internal and external deadlines.

- Strong attention to detail and excellent written and oral communication skills

- Prior experience with NetSuite or other ERP software preferred.

- Experience with Coupa, Navan, or similar systems is a plus.

- Prior experience with internal and external auditors preferred

- Tech, public companies and SOX experience an advantage.

We invite you to check out our Instagram Page to gain further insight into the Varonis culture!

@VaronisLife

Varonis is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, and other legally protected characteristics.

Accountant

Columbia University Irving Medical Center (CUIMC) is a clinical, research, and educational enterprise located on a campus in northern Manhattan. We are home to four professional colleges and schools that provide global leadership in scientific research, health and medical education, and patient care, including:

- Vagelos College of Physicians and Surgeons
- College of Dental Medicine
- School of Nursing
- Mailman School of Public Health

Patient Care

Columbia University Irving Medical Center (CUIMC) is a leader in providing comprehensive patient care and offers a range of general and specialized medical, dental, and nursing services. We have more than 1,800 physicians, surgeons, dentists, and nurses in locations throughout the New York City metro area.

We know each patient is unique. Our knowledge of innovative treatments is enhanced by our compassion for patients and their families and a devotion to maintaining the highest standard of care.

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

Columbia University Irving Medical Center

Grade 103

- Job Type: Officer of Administration

- Bargaining Unit:

- Regular/Temporary: Regular

- End Date if Temporary:

- Hours Per Week: 35

- Standard Work Schedule:

- Building:

- Salary Range: $66,300 - $68,500

~~The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.~~

Position Summary

The Vagelos College of Physicians and Surgeons Office of Development (VPS OOD), a part of the Columbia University Irving Medical Center (CUIMC), is dedicated to facilitating relationships that support the vision and mission of CUIMC and VP&S: to transform health by driving discovery, advancing care, and educating leaders.

Reporting to the Senior Executive Director of Finance & Operations, the Operations Coordinator will be responsible for supporting the day-to-day operations and logistics of VPS OOD, ensuring that the overall operational integrity of office spaces is maintained on a daily basis. The incumbent will serve as the main point of contact between key Columbia service support groups and VPS OOD staff to ensure general office maintenance and service requests are completed in a timely and satisfactory manner. They will also work with outside suppliers and vendors to purchase office supplies, furniture, equipment, printers, and other items necessary to maintain the daily integrity and operations of the office, monitoring supply levels and replenishing supplies as needed. Accordingly, the Operations Coordinator will be responsible for scheduling and receiving deliveries and will serve as the first point of contact for all guests to the office, notifying necessary staff members of arrivals and triaging guests/items accordingly.

The incumbent will manage relationships with vendors throughout the lifecycle of orders and projects, including handling contracts, invoicing, payments, and related administrative duties. They will also assist with VPS OOD’s procurement activities by managing a Purchasing Card, acting as a departmental resource in Concur, Columbia University’s travel and business expense management system, and working with finance-related University service groups such as Vendor Management, Purchasing, and Accounts Payable. On a periodic basis, the Operations Coordinator will also assist with gift processing. Other special operations projects, such as office moves, office space repairs, and construction projects, will be managed and executed by the Operations Coordinator in conjunction with the Senior Executive Director.

**Responsibilities**

- Ensure overall integrity of office space is maintained, including general functioning of office spaces, organization of all office supplies, and general tidiness of common areas; monitor and maintain adequate office supplies and equipment, conducting regular walkthroughs of spaces; order supplies, unpack boxes, and restock supplies as needed; schedule and coordinate deliveries and repairs; schedule and coordinate other special service requests as needed. – 25%

- Serve as the liaison between CUIMC Facilities, Telecom, and other related Columbia service groups to process requests and meet the operational needs of staff; manage requests from start to finish to ensure proper completion; confirm appropriate billing of requests and identify corrections as needed. – 25%

- Manage accounts with various supply and equipment vendors, handling contracts, invoicing, and payments; manage departmental Purchasing Card (P-Card) and Travel Card; reconcile expenses in ARC with appropriate chart string (account) information and backup documentation/information; assist with Finance-related internal tracking processes. Serve as departmental resource for Vendor Management requests. –25%

- Receive and sort USPS mail, packages and other deliveries and notify recipients/staff members; accordingly, coordinate inter-departmental mail delivery as needed; receive and welcome guests, escort guests to appropriate areas as needed. –15%

- Provide general administrative support to the Associate Vice President, Finance, Operations and Alumni Relations and the Senior Executive Director, including calendar management and meeting scheduling. – 5%

- Periodically assist with gift processing, and other duties and special projects as assigned. – 5%

**Minimum Qualifications**

- Bachelor's degree or equivalent in education and experience required

**Preferred Qualifications**

- Advanced experience with Microsoft Office software

- Proficiency with PCs, and Windows software

- Experience with Salesforce

**Other Requirements**

- Must be highly organized and professional, while possessing strong written and verbal communication skills

- Excellent interpersonal and customer service skills with a poised, mature, and professional nature, able to collaborate with staff at all levels

- Detail oriented with superior organizational skills and the ability to manage and prioritize a variety of projects at once

- Resourceful, proactive and thorough, with a focused, self-starting attitude and the ability to work independently and as a member of the team

- Ability to lift heavy items such as boxes and packages, and unpack and sort items accordingly

- This is a hybrid role

- Cover letter and resume required

Equal Opportunity Employer / Disability / Veteran

Columbia University is committed to the hiring of qualified local residents.

Operations Coordinator

Build an owned & operated ad tech stack for planning, buying, managing, and measuring Streaming TV. Single-sign-on programmatic control with a fully-integrated data clean room where you can ingest, enrich, activate, and analyze all of your first-party-data in one place. 

Compare omnichannel performance, defend media allocation, and build better optimization models with deeper insights - from first impression to last click.

Turn inventory feeds into personalized, data-driven video & display ads at scale, decrease dependencies, and create bandwidth for your team to be more strategic with your best clients.

Industry: Advertising Services
Company Size: 11-50 employees

[cognition]

**About Us: **

Cognition is a leading provider of connected advertising solutions, empowering businesses to reach their target audiences with precision and drive measurable results. Our innovative platform seamlessly blends advanced technology with data-driven insights, enabling advertisers to optimize their advertising campaigns across various channels effectively.

**Job Description: **

We’re looking for a detail-oriented, Excel-savvy Financial Analyst to join our Finance. This role is entry level and ideal for someone who is highly analytical, organized, and excited about learning the inner workings of financial operations in a fast-growing company.

You will support the Director of Finance in building and maintaining client invoices, managing product-level reporting, and ensuring data integrity across internal financial models. This role is highly executional and requires someone comfortable working with large datasets, cross-functional input, and tight deadlines.

You’ll also interact with corporate leadership and operational teams to support recurring reporting and provide ad hoc analytical support as needed. Accuracy, responsiveness, and ownership will be key to your success in this role.

**Key Responsibilities: **

- Maintain and update dynamic Excel-based financial models used to generate invoices and track revenue

- Support monthly invoicing cycles: organize data, validate inputs, and help ensure invoices go out accurately and on time

- Perform product-level and client-level revenue analysis across multiple business lines

- Analyze and explain month-over-month variances in revenue and margin to support leadership reporting and forecasting

- Assist in maintaining weekly and monthly financial reports, ensuring inputs tie out across sources

- Create and manage recurring and ad hoc reporting deliverables for Finance, Sales, and Client Ops

- Support the Finance Director in identifying revenue trends, discrepancies, and growth opportunities

- Organize and clean large data exports from various systems for accurate reporting

**Qualifications: **

- Bachelor’s degree in Finance, Accounting, Economics, or a related field

- 0–3 years of experience in a financial analyst, FP&A, accounting, or business operations role (internships and school projects included)

- Strong proficiency in Microsoft Excel, including complex formulas and pivot tables

- Comfort working with large datasets across multiple tabs and models

- Strong analytical and problem-solving skills with high attention to detail

- Ability to manage multiple priorities and meet deadlines in a fast-paced environment

**Nice to have/bonus points: **

- Exposure to Google Sheets

- Familiarity with QuickBooks Online or other accounting software

- Understanding of accounting concepts such as Accruals and revenue recognition, Accounts receivable (A/R) aging and invoice lifecycle, Cost of Goods Sold (COGS) and Gross Profit (GP).

Financial Analyst (On-Site)

Working at ProCaps Laboratories isn’t just about manufacturing and selling vitamins.

It’s about using your expertise and talent to help people live their healthiest lives. We’re dedicated to producing quality products, educating customers, green manufacturing and giving back to the community. It takes teamwork, collaboration and drive to make it all happen. ProCaps Laboratories is an equal opportunity employer.

Industry: Wellness and Fitness Services
Company Size: 201-500 employees

ProCaps Laboratories

**Position Summary**

The Director of Finance is the senior financial leader for ProCaps Laboratories and the primary financial advisor to the CEO. This role oversees all finance operations and is responsible for building and developing the broader finance function, while overseeing and partnering with the Accounting team.

This position plays a critical role in providing critical insights to the CEO, driving financial governance, and providing financial rigor to decision making in a fast-growing organization.

This is a builder role. The ideal candidate has operated in a lean, private company environment, built a team, and can move fluidly between strategic financial planning, operational analysis, and cross-functional business partnering. Experience in manufacturing or CPG with multi-channel DTC economics is strongly preferred

**Requirements**

**MINIMUM JOB QUALIFICATIONS AND COMPETENCIES**

**Education & Experience**

- Bachelor's degree in Finance, Accounting, or Business Administration required, MBA preferred

- 10+ years of progressive finance experience, including 5+ years in a senior leadership role

- Private, founder-lead company experience is a plus

- Manufacturing, CPG, nutraceutical, dietary supplement, or food & beverage background required

- Multi-channel DTC experience and proficiency in direct-to-consumer economics

**Technical & Functional Skills**

- ERP implementation or configuration experience in a finance capacity

- Proven FP&A ownership; led annual budget process and presented financial results directly to CEO or board

- Strong background in working capital management and CapEx ROI modeling

- GAAP compliance and internal controls experience in a manufacturing or regulated environment

- Advanced analytics capability (Power BI or similar)

**Leadership & Professional Skills**

- Builder background; comfort working lean and building a team

- Cross-functional range, having worked directly with manufacturing, marketing, supply chain, and operations leadership

- Strong communication and presentation skills; comfortable reporting to a CEO in a founder-led environment

- Highly analytical, organized, and able to translate complex data into clear business decisions

**Essential Job Duties And Responsibilities**

**Financial Planning & Analysis**

- Lead the company's FP&A function including annual budgeting, quarterly forecasting, long-range financial modeling, and monthly variance and trend analysis

- Own channel profitability reporting, including SKU-level margin analysis and trade spend classification

- Serve as a strategic financial partner to department heads, providing guidance on pricing, viability of new channels, and resource allocation decisions

- Build and deliver monthly executive reporting package to CEO

**Working Capital & Capital Planning**

- Own cash flow forecasting, working capital management, and KPI tracking; optimize AP and determine opportunities for vendor payment term optimization

- Formalize and own capitalization policy for PPE

- Serve as a partner and advisor to the CEO on CapEx decisions and performance; develop business cases, ROI analysis, and payback modeling

- Monitor capex performance against approved budgets and report results to the CEO. Partner with the Plant Controller on plant-level capital tracking

**Departmental Finance & Business Partnering**

- Own budget accountability and serve as the cross-functional finance partner to all departments

- Partner with and support HR on headcount planning, compensation frameworks, and benefits cost analysis

- Provide financial oversight and approval of Corporate Controller and Plant Controller deliverables

**Risk, Insurance & Contracts**

- Own the corporate insurance program: GL, product liability, D&O, cyber, and property

- Review contracts and vendor agreements before execution and maintain centralized contract tracking

- Own property tax filings and the ongoing relationship with external CPA firm on relevant matters

- Own solar credit management and Nevada Energy Department reporting

**Procurement Finance & Treasury**

- Own banking relationships and cash investment strategy

- Analyze vendor payment terms optimization including early-pay discounts vs. cash flow trade-offs

- Analyze FX exposure and hedging strategy for international raw material purchases

- Serve as interim owner of AP optimization and procurement finance

**Systems & Reporting Infrastructure**

- Define and own D365 financial reporting requirements

- Partner with the Corporate Controller on COA governance and ERP integrity

**Leadership & Team Development**

- Lead and develop the Corporate Controller, Plant Controller, and the broader finance function

- Foster a culture of accountability, financial discipline, and continuous improvement

- Serve as a trusted advisor to the CEO and a credible voice across the organization

**WORK ENVIRONMENT**

- Duties are performed primarily in a smoke-free office and manufacturing environment

- Our culture is built on diversity, quality, safety, and respect

- We are dedicated to professionalism and continuous improvement in everything we do

**Physical Requirements**

- Frequent sitting and walking for periods of time while in a manufacturing environment

- Frequent sitting (we provide a standing desk option)

- Able to lift up to 25 lbs

**Benefits**

**WHAT WE OFFER**

~~**ProCaps provides :** ~~

- Salary Range: $150,000 - $200,000 annually, depending on experience and qualifications

-  Eligible for a discretionary company-wide bonus

- Top-Tier Medical, Dental & Vision Coverage - $0 when you qualify for the Wellness Program!

- Paid Time Off, Eight (8) Company Holidays

- 401(k) with Company Match - up to 4.5%

- 100% Company Life Coverage

- 100% Short Term Disability Coverage

- Gym Membership Reimbursement

- Vitamin Allowance + Discounts

- Company-Funded Health Savings Account ($1,600/year)

- Cash Reward Employee Referral Program

- Pet Insurance

- Fantastic work environment that focuses on Safety, Quality, Community, and amazing people. We hire top talent and celebrate the ingenuity and tenacity of our team members and leaders!

**APPLICATION DEADLINE : **~~This position will remain open until filled. Applications will be reviewed on a rolling basis.~~

**HOW TO APPLY : ** ~~Click below to apply directly through our career portal. ~~

Director of Finance

At AmeriHealth Caritas, we’re passionate about helping people get care, stay well, and build healthy communities. As one of the nation's leaders in health care solutions, we impact the lives of millions of people through our national footprint of products, services, and award-winning programs. 

Headquartered in Newtown Square, PA, AmeriHealth Caritas is a mission-driven organization with more than 40 years of experience delivering comprehensive, outcomes-driven care to those who need it most. We offer integrated managed care products, pharmaceutical benefit management and specialty pharmacy services, behavioral health services, and other support services. In the process, we are dedicated to helping find solutions to end poverty so everyone can reach their American Dream.

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

AmeriHealth Caritas

**Role Overview: ** The Director of Finance/Chief Financial Officer is responsible for overseeing all accounting and financial operations for the health plan. This role provides strategic and operational financial leadership, ensuring the accuracy, integrity, and compliance of financial reporting while supporting organizational goals through budgeting, forecasting, cost management, and financial analysis. The Director is a key member of the leadership team, partnering closely with leadership, corporate finance, operational leaders, and external stakeholders to support informed decision-making and financial sustainability.

**Work Arrangement**

- Hybrid - The associate must be onsite at least three (3) days per week at our Dublin, Ohio (OH) location.

**Responsibilities**

- Monitor budget performance to ensure alignment with operational goals and financial targets.

- Partner with Corporate Finance to manage financial forecasts and updates to the strategic plan.

- Identify and implement cost containment strategies to support long-term financial sustainability.

- Ensure the preparation of accurate, timely, and compliant financial reports in accordance with Generally Accepted Accounting Principles (GAAP), government regulations, and applicable laws.

- Provide financial insights and ad hoc support to leadership.

- Serve as the primary liaison with State Finance personnel for financial communications and reporting.

- May oversee site facilities operations and manage associated staff.

- May supervise financial analysts and facility management specialists.

- Oversee key financial components of operational activities, including revenue, expenses, management fees, and intercompany transactions.

- Ensure accurate and timely processing of cash receipts, including accounts receivable and network administration fees.

- Direct individual and consolidated cost center reporting.

- Develop budget projections, including forecasts, and monitor monthly financial performance.

- Maintain and review operating revenue models to support new business initiatives and strategic planning.

- Lead the development and execution of the Annual Operating Plan (AOP) in collaboration with Corporate Finance, ensuring timely and accurate completion.

- Lead the annual operating budget planning process.

- Validate and ensure all costs associated with the family of companies are appropriately allocated to the plans.

- Provide financial oversight to ensure supplier contract compliance.

- Ensure accurate, timely client invoicing for services provided by the plan.

- Provide financial compliance and oversight into contracts between the plan and external vendors.

- Act as a liaison with internal and external business partners on financial matters.

- Review and approve claims processor payments and dispute costs, as necessary.

- Manage the day-to-day activities of the Finance Administration staff.

- Serve as a liaison with internal and external business partners as needed.

- Review and approve business quotes for claims processors.

- Ensure all membership and quarterly reporting is accurate and distributed to management.

- Communicate with department managers regarding span of control, staffing, and cost center expenses.

- Develop and maintain processes to deliver reliable and critical financial metrics to management.

**Education & Experience**

- Bachelor’s degree in Accounting or Finance required.

- Master’s degree preferred.

- Minimum of 7 years of experience in financial and/or cost accounting.

- 3 to 5 years of leadership experience.

- Experience in Medicaid, managed care, or healthcare is required.

- Strong working knowledge of GAAP, treasury operations, corporate taxation, and financial regulatory principles.

- Demonstrated experience with healthcare finance, insurance reporting, and regulatory requirements is highly preferred.

**Licensure**

- Certified Public Accountant (CPA) licensure preferred.

**Skills & Abilities**

- Strong analytical, financial planning, and strategic thinking skills.

- Proven ability to lead complex budgeting and forecasting processes.

- Excellent communication skills with the ability to partner effectively across all levels of the organization.

- Strong leadership, team development, and performance management capabilities.

- Ability to manage competing priorities in a fast-paced, regulated environment.

- Attention to detail with a focus on accuracy, compliance, and continuous improvement.

Director of Finance/Chief Financial Officer

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