Présence
Hybride

Numéro de poste
32220

Catégorie
Soutien

Statut: Temporaire 4 mois

Type de contrat
Temporaire

Nombre de mois
4 mois

Horaire: Temps plein

Temps plein/Temps partiel?
Temps plein

Date de publication
09-avr-2026

Ville
Winnipeg

Province/État
Manitoba

Domaine(s) d’intérêt: Stages et emplois étudiants

Lieu(x): Winnipeg

Une carrière en tant qu’analyste crédit commercial stagiaire / analyste crédit commerciale stagiaire dans l’équipe de Banque Commerciale, à la Banque Nationale, c’est agir à titre de spécialiste en analyse de crédit pour soutenir le financement et la croissance des entreprises. Cet emploi te permet d’avoir un impact concret sur notre organisation grâce à tes compétences analytiques, ton intérêt pour l’interprétation de l’information financière et ta capacité à contribuer à des décisions de crédit éclairées.

Dans ce rôle, tu es au cœur des dossiers de financement. Tu accompagnes les gestionnaires de comptes dans l’évaluation du risque, la structuration de solutions financières et l’amélioration continue de l’expérience client. C’est une occasion concrète de développer ton expertise en crédit commercial tout en apprenant aux côtés de personnes passionnées par le milieu des affaires.

Ton emploi

• Réaliser des analyses de crédit sur des financements arrivant à échéance en respectant les normes et cadres de risque de la Banque
• Structurer des demandes de crédit en collaboration avec les gestionnaires de comptes afin de proposer des scénarios de financement adaptés aux besoins de la clientèle
• Revoir, bonifier et finaliser les dossiers de crédit à partir des rétroactions reçues pour en assurer la qualité, la clarté et la cohérence
• Contribuer à l’évaluation des conditions de financement en collaboration avec les équipes de crédit internes
• Identifier des occasions de développement et de financement en travaillant étroitement avec les partenaires internes
• Participer à des projets d’amélioration continue visant l’optimisation des processus et l’évolution de l’expérience client

Ton équipe

La Vice-Présidence Banque Commerciale, c’est plus de cent spécialistes qui travaillent de manière agile, proactive et collaborative pour saisir les opportunités, rester à la fine pointe des pratiques et améliorer les processus en continu.

Au sein du secteur Solutions de financement, tu fais partie d’une grande équipe de collègues et tu relèves d’une personne gestionnaire en solutions de financement. L’équipe se distingue par sa culture de collaboration, sa rigueur analytique et son engagement à soutenir la croissance des entreprises partout au pays.

La Banque valorise le développement continu et la mobilité interne. Nos programmes de formation personnalisés, basés sur l’apprentissage dans l’action, te permettent de maîtriser ton métier et de développer de nouveaux champs d’expertise. Des outils tels que l’Académie de données, la formation linguistique, le Centre d’apprentissage Harvard et de l’accompagnement en coaching et en mentorat te sont accessibles en tout temps.

Prérequis

• Être actuellement inscrit ou inscrite à un baccalauréat (troisième année complétée) ou à une maîtrise en administration, finance, économie ou dans un domaine connexe
• Démontrer une bonne compréhension des états financiers et des principes comptables de base
• Posséder une exposition ou une expérience pertinente en analyse financière ou en évaluation du crédit, un atout
• Être à l’aise avec l’utilisation d’outils technologiques et de systèmes d’information
• Avoir un intérêt marqué pour le milieu bancaire et le financement des entreprises

Langues:

Anglais

Compétences
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Esprit d’analyse Analyse de crédit Financement d’équipement Collaboration

Tes avantages En plus d’une rémunération concurrentielle, nous te proposons une foule d’avantages flexibles pour favoriser ton bien-être et celui de ta famille, notamment :

Programme santé et bien-être incluant de nombreuses options
Assurance collective
Régime de retraite généreux
Programme d’aide aux employé e s ainsi qu’à leur famille
Services bancaires préférentiels
Implication dans des initiatives communautaires
Service de télémédecine
Clinique virtuelle d’amélioration du sommeil

Nous proposons une offre évolutive à l’affût des tendances, de tes besoins et de ceux de tes proches.

Nos environnements de travail dynamiques et nos outils de collaboration modernes favorisent une expérience employé e agréable. Nous accordons une grande place aux idées des membres de notre personnel. Que ce soit par nos sondages, ou encore par l’entremise de nos programmes, le dialogue en continu et la rétroaction sont encouragés.

L’audace d’agir dans un environnement humain
Nous sommes une banque à taille humaine qui se démarque par son audace, sa culture entrepreneuriale et sa passion pour les gens. Nous existons pour avoir un impact positif dans la vie des gens. Nos valeurs fondamentales de complicité, d’agilité et de pouvoir d’agir sont nos sources d’inspiration. L’inclusion est au cœur de nos engagements. Nous visons, autant que possible, à offrir un milieu de travail sans obstacle et accessible à l’ensemble des employé e s.

Nous souhaitons offrir, dans la mesure des moyens dont nous disposons, des mesures d’accessibilité lors du processus de recrutement. Si tu as besoin d’accommodement, n’hésite pas à nous en faire part lors de tes premiers échanges avec nous. Nous accueillons les candidates et candidats de tous horizons et nous aimerions savoir ce que tu peux ajouter à notre équipe.

Joins-toi à nous!

Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

Présence
Sur lieu de travail

Numéro de poste
32711

Catégorie
Soutien

Statut: Stage 4 mois

Type de contrat
Stage

Nombre de mois
4 mois

Horaire: Temps plein

Temps plein/Temps partiel?
Temps plein

Date de publication
23-avr-2026

Ville
Lethbridge

Province/État
Alberta

Domaine(s) d’intérêt: Stages et emplois étudiants

Lieu(x): Lethbridge

Une carrière en tant qu’analyste crédit commercial ou analyste de crédit commercial dans l’équipe de Financement commercial, à la Banque Nationale, c’est agir à titre de spécialiste en analyse de crédit et en soutien aux décisions de financement. Cet emploi te permet d’avoir un impact positif sur notre organisation grâce à tes compétences analytiques, ton intérêt pour les états financiers et ta capacité à soutenir la croissance des entreprises d’ici.

Ton emploi

• Analyser les dossiers de crédit liés au portefeuille commercial, incluant les renouvellements et les nouveaux financements, en respectant les normes et critères de gestion du risque
• Soutenir la gestion quotidienne du portefeuille de crédit en contribuant aux revues annuelles, au suivi de la conformité et à la qualité des informations financières
• Préparer et bonifier les demandes de crédit et les analyses financières en collaboration avec les membres de l’équipe et les partenaires internes
• Formuler des recommandations claires et structurées afin d’appuyer la prise de décision et la qualité des dossiers présentés
• Mettre à jour et maintenir les dossiers de crédit et de garanties afin d’assurer l’exactitude et la rigueur des données
• Participer à des initiatives d’amélioration continue visant l’optimisation des processus et l’expérience client

Ton équipe

La Vice Présidence Financement commercial, c’est plus de 100 spécialistes qui travaillent de manière agile, proactive et collaborative pour saisir les opportunités, rester à la fine pointe des technologies et améliorer les processus en continu.

Au sein du secteur Financement commercial, tu fais partie d’une grande équipe de collègues et tu relèves du ou de la gestionnaire solutions de financement. Notre équipe se démarque par sa collaboration étroite, sa rigueur analytique et son engagement à soutenir le développement des entreprises. Nous visons à t’offrir un maximum de flexibilité pour favoriser ta qualité de vie. Ceci se traduit notamment par un environnement de travail hybride, ainsi que par un horaire modulable et adaptable.

La Banque valorise le développement continu et la mobilité interne. Nos programmes de formation personnalisés, basés sur l’apprentissage dans l’action, te permettent de maîtriser ton métier et de développer de nouveaux champs d’expertise. Des outils tels que l’Académie de données, la formation linguistique, le Centre d’apprentissage Harvard et de l’accompagnement en coaching et en mentorat te sont accessibles en tout temps.

Prérequis

• Être titulaire d’un baccalauréat (3e année complétée) ou être inscrit ou inscrite à une maîtrise en administration, finance, économie ou dans un domaine connexe
• Démontrer une bonne compréhension des états financiers et des principes comptables de base
• Posséder une exposition ou un intérêt marqué pour l’analyse de crédit ou l’évaluation financière (un atout)
• Maîtriser les outils de la suite Microsoft Office dans un contexte professionnel
• Être actuellement aux études (stage ou emploi étudiant)

Langues:

Anglais

Tes avantages En plus d’une rémunération concurrentielle, nous te proposons une foule d’avantages flexibles pour favoriser ton bien-être et celui de ta famille, notamment :

Programme santé et bien-être incluant de nombreuses options
Assurance collective
Régime de retraite généreux
Programme d’aide aux employé e s ainsi qu’à leur famille
Services bancaires préférentiels
Implication dans des initiatives communautaires
Service de télémédecine
Clinique virtuelle d’amélioration du sommeil

Nous proposons une offre évolutive à l’affût des tendances, de tes besoins et de ceux de tes proches.

Nos environnements de travail dynamiques et nos outils de collaboration modernes favorisent une expérience employé e agréable. Nous accordons une grande place aux idées des membres de notre personnel. Que ce soit par nos sondages, ou encore par l’entremise de nos programmes, le dialogue en continu et la rétroaction sont encouragés.

L’audace d’agir dans un environnement humain
Nous sommes une banque à taille humaine qui se démarque par son audace, sa culture entrepreneuriale et sa passion pour les gens. Nous existons pour avoir un impact positif dans la vie des gens. Nos valeurs fondamentales de complicité, d’agilité et de pouvoir d’agir sont nos sources d’inspiration. L’inclusion est au cœur de nos engagements. Nous visons, autant que possible, à offrir un milieu de travail sans obstacle et accessible à l’ensemble des employé e s.

Nous souhaitons offrir, dans la mesure des moyens dont nous disposons, des mesures d’accessibilité lors du processus de recrutement. Si tu as besoin d’accommodement, n’hésite pas à nous en faire part lors de tes premiers échanges avec nous. Nous accueillons les candidates et candidats de tous horizons et nous aimerions savoir ce que tu peux ajouter à notre équipe.

Joins-toi à nous!

Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

The Sr. Associate, Investment Supervision oversees a group of Financial Advisors to ensure compliance with FINRA rules and industry regulations. The incumbent reviews new accounts, trade activity and daily trade blotters as a player/coach. The Sr. Associate, Investment Supervision works directly with Financial Consultants and field managers to resolve any documentation deficiencies and escalate cases as deemed appropriate.

• Identifies, evaluates and documents trades for Regulation Best Interest / suitability in accordance with FINRA rules and industry regulations.
• Reviews and assesses best interest / suitability associated with new accounts and /or products.
• Partners with Directors in the field to help them resolve exceptions in a timely manner.
• Reviews transaction exceptions reports using rules based processes and close noted trade alerts.
• Raises inquiries for suspicious trades and communication red flags, conduct research independently and deeply, and communicate in accordance with the established procedure, and ensure timely closure of identified surveillance issues.
• Works with Compliance, Operations and other Santander functions closely to research industry trends and peer practice, and continue improving our review process effectiveness.
• Develops knowledge of financial markets, asset management and financial regulations in order to build a deep understanding of investment/trading risks.
• Provides backup coverage and cross-train others.

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

• Bilingual English/Spanish. - Required.

• Bachelor’s Degree or equivalent work experience: Sales Supervision, Compliance, Risk or equivalent field. - Preferred.

• 9+ Years Supervision, compliance, audit, or regulatory experience. - Preferred.

• Strong analytical background with the ability to analyze and summarize findings in a concise and clear format Excel.

• Detailed oriented and possess high ethical standards.

• Knowledge of Equity, FX, Credit, Structured Products, Alternatives trading and investment, and/or experience working in the front desk, risk, regulatory, legal or audit fields.

• Ability to operate independently within guidelines, policies, directives and established precedence.

• Strong technical skills, particularly with respect to Microsoft Excel.

• Genuine interest in and understanding of financial markets.

• Familiarity with a broad range of asset classes, including derivatives.

• Strong communication skills and the ability to interact confidently with others.

• Ability to work independently with minimal supervision, while also maintaining appropriate levels of collaboration and cooperation with other team members.

• Intellectual curiosity and problem solving skills.

• Sensitivity and tact must be especially evident in the performance of trade monitoring.

• Solid understanding of applicable Federal and State laws applicable to SEC registered broker-dealer.

• Strong analytical and investigative skills and demonstrated ability to operate at a strategic level.

• Sound judgment in identifying risks in order to proactively escalate with relevant senior management.

• Excellent written (drafting & editing) and spoken communication abilities.

• Excellent teamwork, interpersonal and conflict resolution skills.

Certifications:

• FINRA (Financial Industry Regulatory Authority): FINRA Series 7 and Series 24 (Series 9 and 10, may replace the requirements for Series 24). - Required.
• FINRA (Financial Industry Regulatory Authority): FINRA Series 53 and Series 4 - Preferred.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$86,250.00 USD

Maximum:

$165,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide ()

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth (HNW) domestic and international clients within a broker-dealer environment. This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization. The ideal candidate blends deep financial planning expertise, strong U.S. and international tax knowledge, and the ability to communicate complex matters to sophisticated global clients.

Wealth & Financial Planning

• Deliver comprehensive, goals-based wealth plans for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and closely held entities within the U.S., including clients with complex domestic and cross-border considerations
• Analyze client objectives related to retirement planning, cash flow modeling, liquidity events, education funding, risk management, estate planning, and multigenerational wealth transfer.
• Develop customized planning strategies incorporating strategic asset allocation, tax-aware portfolio construction, concentrated equity management, alternative investments, and insurance solutions.
• Prepare client-ready deliverables, including financial plans, scenario analyses, and portfolio strategy presentations for advisors and clients.

U.S. Tax Strategy & Planning

• Provide advanced guidance on U.S. federal and state tax considerations affecting HNW/UHNW clients, including income, capital gains, estate, and gift tax planning.
• Evaluate tax implications of investment strategies, including equities, fixed income, municipal securities, alternatives, and retirement vehicles.
• Design and implement tax-efficient strategies such as asset location, tax-loss harvesting, charitable giving (e.g., donor-advised funds, private foundations), and estate planning structures.
• Collaborate with internal and external partners (CPAs, attorneys) to support complex planning strategies, including trusts, gifting programs, and business succession planning.
• Support planning needs for clients with cross-border exposure, including awareness of international tax considerations (e.g., foreign assets, residency, reporting requirements).

Advisor & Client Collaboration

• Act as a subject matter expert and advanced planning partner to financial advisors serving HNW and UHNW clients.
• Participate in client meetings to present planning strategies, articulate tax implications, and provide actionable recommendations.
• Partner with internal teams-including investments, trust & estate, lending, and insurance specialists-to deliver integrated wealth management solutions.
• Collaborate with international wealth planning teams and external advisors to address cross-border planning needs for globally connected clients.

Regulatory, Compliance & Documentation

• Ensure all recommendations align with U.S. regulatory standards, including SEC, FINRA, and Regulation Best Interest (Reg BI).
• Maintain thorough documentation supporting suitability, fiduciary considerations, and tax assumptions.
• Support due diligence processes, including KYC/AML requirements, product suitability, and client risk profiling.

Education & Thought Leadership

• Educate advisors on U.S. wealth planning strategies, tax-efficient investing, retirement planning, and estate planning techniques relevant to HNW/UHNW clients.
• Develop internal tools, planning frameworks, and case studies to enhance advisor capabilities.
• Contribute to thought leadership on U.S. wealth trends, tax law changes, and planning strategies for HNW/UHNW clients.

What You Bring:

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

• Bachelor’s degree in Finance, Business, or related field (or equivalent experience) - Required.

• 9+ years of experience in wealth planning, financial advisory, or private wealth management within the U.S. market, with a focus on HNW/UHNW clients.

• Bilingual English/Spanish - Required.

• Deep knowledge of U.S. tax rules (income, estate, gift, and investment taxation).

• Experience working with HNW/UHNW client structures, including trusts, estates, family offices, foundations, and closely held businesses.

• Strong financial modeling, analytical, and client communication skills.

• Demonstrated leadership, relationship management, and collaboration skills.

• Strong understanding of U.S. wealth management products, services, and competitive landscape.

Certifications:

• Active FINRA Series 7 required - Required.
• Active Series 66 (or Series 63 and 65) licenses - Required.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience working in a broker-dealer or registered investment advisor (RIA) environment.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) and Microsoft Office Suite.
• Professional designations such as CFP , CPA, CFA, or CTFA - preferred.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$116,250.00 USD

Maximum:

$210,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide ()

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

About the Team

The Supply Chain team focuses on keeping things moving across all aspects of our business. They make an impact by ensuring our products get from the vendors to the DCs to the stores in the most efficient and timely way. Their goal is to improve each step within the process, so we have the right product at the right place at the right time for our pet parents.

About the Location

Collaborative Work Environment: At PetSmart, teamwork and connection are core to how we thrive. This role is based at our Phoenix Home Office, with an expectation of working a minimum of four days in the office each week. In a standard work week, associates may work up to one remote “flex day” (with leader approval). Our hybrid approach is designed to foster strong collaboration while also supporting flexibility and individual success.

About the Job

The Buyer, Indirect Purchasing is responsible for purchasing and inventory management for a broad range of goods that support PetSmart’s daily operations and are not intended for resale. This includes store and distribution center supplies, fixtures, equipment, packaging materials, and other non-inventory items.

In this role, you will manage replenishment planning, create and maintain purchase orders, monitor inventory levels, support demand forecasting, track vendor performance, and help identify opportunities to improve cost, service, and process efficiency across the Goods Not For Resale (GNFR) category.

What You’ll Do

• Manage GNFR inventory levels across distribution centers to ensure the right products are available to support store and DC operations, while minimizing excess and obsolete inventory.
• Develop replenishment plans and create purchase orders based on demand, lead times, supplier capabilities, and budget considerations.
• Forecast future GNFR needs using historical data, business trends, and cross-functional input.
• Create, maintain, and track purchase orders, and partner with suppliers to ensure timely and accurate delivery.
• Maintain information on internal purchasing tools and systems, including the PetSmart internal web portal.
• Build and manage strong supplier relationships, support negotiations, and monitor vendor performance against service expectations.
• Analyze purchasing and inventory data to identify trends, risks, savings opportunities, and process improvements.
• Prepare reports and provide insights on purchasing activity for management.
• Partner closely with Finance, Supply Chain, Store Operations, and Real Estate to align purchasing plans with broader business priorities.
• Identify slow-moving or obsolete inventory and recommend actions to reduce waste and carrying costs.
• Research and identify potential new suppliers to improve quality, service, and cost efficiency.
• Drive continuous improvement in purchasing and replenishment processes by applying best practices and leveraging available tools and technology.

What We’re Looking For

• Bachelor’s degree or equivalent combination of education and experience.
• 2+ years of experience in merchandising, supply chain, purchasing, procurement, or a related field.
• Experience with inventory management, replenishment planning, forecasting, and purchase order management.
• Strong analytical and problem-solving skills, with the ability to interpret data and turn insights into action.
• Strong communication and collaboration skills, with the ability to work effectively across teams and with external suppliers.
• Ability to balance day-to-day execution with strategic thinking and continuous improvement.
• Proficiency in Excel and experience working with business systems and reporting tools.

Preferred Qualifications

• Experience working with SAP, MicroStrategy, Relex Replenishment System, and/or Ariba.
• Experience supporting non-resale or operational supply categories.
• Background in vendor management and supplier performance tracking.

Additional Job Considerations

• This role requires collaboration, teamwork, and face-to-face interaction with colleagues, leaders, and/or clients.
• Being in the office ensures access to leaders, cross-functional partners, and resources necessary to make timely decisions and drive results.
• On-site presence in accordance with our FlexSmart policy supports our culture of innovation, mentorship, and engagement, which is integral to our success in developing the best team.

This is not intended to be an all-inclusive, exhaustive list of all essential job functions for this position. PetSmart retains the right to change or assign other required job duties to this position.

About the Culture

At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed.

We’re more than a workplace, we’re Team PetSmart. Together, we grow, collaborate, and challenge ourselves to be the best in all we do. Our culture is built on belonging and shared purpose, where every voice and experience matters. Guided by our values, we strive to do what’s right, lead responsibly, and bring our passion for pets to life every day. Not sure if you meet 100% of the position requirements and whether you should apply? We’d still like to hear from you and encourage you to apply with us! You might be the right fit for this role or another opportunity across Team PetSmart.

Our home office offers outstanding amenities in a fun and rewarding workplace including:

• Pet-friendly environment , bring your pets to work and enjoy the on-site dog park!
• On-Site Events & Adoptions , enjoy community-building opportunities, including pet adoption days, seasonal celebrations, family events, art events, & holiday festivals
• “Top Dog” gym with equipment, fitness classes, massage therapists, personal trainers, and wellness spaces
• “Sit & Stay” Café serving fresh breakfast and lunch options, snacks, & more
• “Lil Paws” NAEYC-accredited onsite childcare facility providing high-quality early education
• Paid Volunteer Opportunities to spend time doing good for causes close to heart
• Print Center and Business Services , Dry Cleaning, Mother’s Rooms, Sustainable Infrastructure & more

PetSmart provides an equal opportunity for all associates and job applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected characteristics.

Company: Alaska Airlines The Team: Guided by our purpose, core values, and leadership principles, we are creating an airline people love. Our corporate teams set the strategies and operational plans to ensure the success of our company. Whether we use our expertise in accounting, human resources, finance, planning, legal, marketing, or any of our operational divisions, our shared passion for travel and our guests is what motivates us to achieve excellence each day. If you share our passion for creating an airline people love, we want to hear from you.

Role Specific Details: This Director Divisional FP&A position will support the Maintenance and Engineering operating division.

Role Summary: The Director, Divisional Financial Planning & Analysis (FP&A) sets the long-term financial strategy and oversees financial performance at Alaska Airlines, working with division leadership to support the operation while containing costs. The Director, divisional FP&A is embedded in the division and acts as the CFO for the group to drive operating and capital expense discipline and value-added analysis.

Key Duties:

• Establish strategic goals and direction for a finance team responsible for providing all aspects of finance support. Provides timely feedback, direction, coaching, and development opportunities.
• Set long-term strategy for budgeting as the primary financial partner to divisional leadership (e.g., MDs and VPs), performing routine monthly close, forecasting, and ad hoc analyses to inform operational and strategic decisions for the division.
• Lead the budgeting strategy and planning process, by providing support to division leadership in strategy execution through integrated, divisionally-owned budget plans tied to key financial and operational metrics.
• Ensure timely and accurate monthly closing, forecasting and reporting processes.
• Review monthly financial and metric performance with division leadership to identify key variances, trends, and potential issues that may materially impact performance.
• Dive deeper into variances and trends to understand underlying drivers (root cause analysis) and helps drive structural fixes and realignment with cost trajectory.
• Drive continuous improvements in annual budget process and ensures timely, accurate loading of financial budget data.
• Manage investments through ownership of the business case process and capital management.
• Provides consultation to key stakeholders by leveraging financial expertise by advising on important decisions, conducting ad hoc analysis, and promoting good financial literacy within the company.
• Develop and maintain financial models for key company activities such as 3-year modeling and metrics reporting, productivity modeling, regional airline allocation and performance, what-if scenarios, etc., leveraging the power of the TM1 system wherever possible.
• Stays abreast of industry trends and competitive performance and uses that information to generate ideas and drive improvements in AAG’s performance.
• Develop people through effective performance management and ongoing feedback, focusing on fostering strategic and systems thinking, development of talent, and succession planning across teams and disciplines.
• Shape culture of the team through action, presence and reinforcement of behaviors.

Job-Specific Experience, Education & Skills: Required

• 8 years of direct financial planning and analysis experience.
• 5 years of leadership experience, with at least 2 of those years directly leading people.
• Bachelor’s degree with a focus in with a focus in accounting or economics, or an additional two years of training/experience in lieu of this degree.
• A strong working knowledge/experience of key financial tools such as NPV, ROIC, cash flow, activity-based costing, and maintaining large data sets.
• Proven ability to leverage business acumen and analytic capability to act as critical business partner for the organization.
• A strong track record of effectively leading/working with cross-functional teams, driving meaningful changes, and developing and mentoring others.
• A self-starter comfortable with ambiguity, willingly takes the initiative, accepts responsibility, able to analyze complex data and summarize in a concise manner, and make meaningful business recommendations in a timely fashion.
• Ability to have tough conversations to drive the right business decision without sacrificing the positive working relationship with the division.
• Highly proficient with Microsoft Office applications (e.g., Excel, Word, PowerPoint and Access).
• High school diploma or equivalent.
• Minimum age of 18.
• Must be authorized to work in the U.S.

Preferred

• A Master’s degree in business administration, finance, economics, math, or statistics.
• CPA and/or CFA qualifications.
• 5 years of experience working in the airline industry or related fields.
• Experience with PeopleSoft, Cognos TM1, Brio, Tableau, or related query tools experience.

Job-Specific Leadership Expectations: Embody our values to own safety, do the right thing, be caring and kind, and deliver performance.

Salary Range: $167,050 - $258,950 / year Total Target Compensation Range (incl. bonus & equity): $217,164 - $336,634 Salary Details: The pay range and total target compensation package listed above is the expected pay offered for this position at the start of employment. Your pay will be based on multiple factors, including and not limited to location, your relevant experience/level, experience level, and skillset while balancing internal equity relative to other Alaska/Hawaiian/Horizon employees. Alaska/Hawaiian/Horizon is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate.

Note: We don’t typically hire at the top of the range.

Total Rewards: Alaska Airlines, Hawaiian Airlines and Horizon Air pay and benefits can vary by company, location, number of regularly scheduled hours worked, length of employment, and employment status.

• Free stand-by travel privileges on Alaska Airlines, Hawaiian Airlines & Horizon Air with high priority status
• Select number of confirmed travel credits provided annually
• Comprehensive well-being programs including medical, dental and vision benefits
• Generous 401k match program
• Annual bonus plans
• Generous holiday and paid time off

For more information about Alaska/Hawaiian/Horizon Total Rewards please visit our career site and view benefits.

Regulatory Information: Equal Employment Opportunity Policy Statement

It is the policy of Alaska Airlines, Hawaiian Airlines and Horizon Air to comply with all applicable federal, state and local laws governing nondiscrimination in employment and to ensure equal opportunity in all terms, conditions, and benefits of employment or potential employment.

We also prohibit discrimination and harassment against any employee or applicant for employment because of race, color, religion, sex, national origin, age, disability, veteran status, genetic information and other legally protected categories.

We have established an EEO Compliance Program under Section 503 of the Rehabilitation Act of 1973 (“Section 503”) and the Vietnam Era Veteran’s Readjustment Assistance Act of 1974 (“VEVRAA”). All applicants and employees are treated without regard to their race, color, religion, sex, national origin, disability or protected veteran status. In addition, we have established an audit and reporting system to allow for effective measurement of its equal employment opportunity activities.

To implement this policy, we will:

(1) Recruit, hire, train and promote qualified persons in all job titles, without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information and any other legally protected categories;
(2) Ensure that employment decisions are based only on valid job requirements; and
(3) Ensure that all personnel actions and employment activities such as compensation, benefits, promotions, layoffs, return from layoff, Alaska Airlines, Hawaiian Airlines and Horizon Air sponsored programs, and tuition assistance will be administered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information and other legally protected categories.

Employees and applicants for employment will not be subjected to harassment, intimidation, threats, coercion or discrimination because they have engaged or may engage in (1) filing a complaint, (2) opposing any act or practice made unlawful by, or exercising any other right protected by, any Federal, State or local law requiring equal opportunity, including Section 503 and the equal opportunity provisions of VEVRAA, or (3) assisting or participating in any investigation, compliance evaluation, hearing, or any other activity related to the administration of any Federal, State or local law requiring equal opportunity, including Section 503 and the equal opportunity provisions of VEVRAA.

Government Contractor & Department of Transportation (DOT) Regulations
Alaska Airlines, Hawaiian Airlines & Horizon Air are regulated by the Department of Transportation (DOT - regulations, 49 CFR part 40) and all applicants are advised that post-offer and/or pre-employment drug testing will be conducted to determine the presence of marijuana, cocaine, opioids . click apply for full job details

We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management services to midsize businesses. Our firm is located in downtown Fort Worth. We have an immediate opening for a Tax Manager in our office.

We are looking for an experienced staff accountant to join our skilled team of CPAs and experts. If you have several years of experience in accounting and are looking to make the move to a smaller established firm with a consistent schedule, work-life balance, and a flexible and generous work culture, we’d like to find a place for you at Mesch.

The right candidate is seeking a stable but challenging position that provides a balance between professional responsibility and time with family. In this role, you’ll have the opportunity to work on a variety of tax compliance projects, tax research and planning matters for the firm’s business clients. With our technologically progressive firm and clients primarily in the Dallas/Fort Worth area, no travel is required, and you will enjoy a predictable work schedule.

We are a forward-thinking company specializing in a core business of Assurance and Audit, Tax, and Wealth Management Services as well as expanding into the growing field of automated Client Accounting Services. Client industries include real estate, manufacturing, private equity and energy, among others.

The ideal candidate will have:

• The ability to manage multiple projects and work closely with a team of professionals
• 4+ years of public accounting experience
• CPA license
• Experience in the review of partnership and corporate income tax returns
• Working knowledge of the Internal Revenue Code and its regulations
• Good project management and analytical skills in relation to financial statements
• Self-motivated team player with effective communication skills
• Working knowledge of MS applications (Excel, Word, Outlook)
• Excellent organizational and time-management skills

Benefits include:

• Competitive salary
• Medical insurance
• 401(k) retirement plan plus matching
• Performance-driven bonus
• Referral commissions
• Generous paid time off and a consistent schedule
• Free parking

This role is mainly in-office with flexibility to develop a hybrid work-from-home schedule.

PandoLogic. Keywords: Tax Manager, Location: Fort Worth, TX - 76166

Job Description

At Boeing, we innovate and collaborate to make the world a better place. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

Training Systems and Services is currently looking for a Systems Engineering Support Analyst to join the Mobility, Surveillance, and Bombers (MS&B) Training Systems Engineering Integration and Test (SEIT) team in either Hazelwood, MO or Orlando, FL . This position will be a Cost Account Manager (CAM) for a variety of SEIT portfolio programs and focus on managing the integrity of data, providing updates, status, estimates at complete (EAC), writing variances, providing actuals in support of proposal efforts, and other duties associated with the CAM role. In addition, this role will be responsible for maintaining the integrity of data within the Adaptive Planning tool, ensuring the data is aligned to current proposals and EAC data, and the projected staffing needs are adequately tracked and acted on. This candidate will be part of a high-performing team, responsible for problem solving in a highly dynamic environment spanning multiple programs and platforms. They will continuously improve and develop themselves and others.

Position Responsibilities:

• Perform duties as a cost account manager (CAM) across a variety of programs, platforms, and teams
• Administer adaptive planning and perform staffing projections across a variety of programs, platforms, and teams
• Coordinate closely across various levels of management and functions, including engineering and program management

Basic Qualifications (Required Skills/Experience):

• 1+ years of experience as a Cost Account Manager (CAM) or relevant Boeing Finance Experience (Level 2)
• Experience implementing US Department of Defense Earned Value Management (EVM)
• Experience working in multidisciplinary teams, a strong desire to work with technical and non-technical audiences and be a self-starter

Preferred Qualifications (Desired Skills/Experience):

• 3 or more years of higher education and/or related work experience (Higher education includes college, university, technical school, licensing/certification programs, etc.)

  (Level 3)

• 3+ years of experience as a Cost Account Manager (CAM) or relevant Boeing Finance Experience (Level 3)

• Experience implementing US Department of Defense Earned Value Management (EVM) on cost type programs

• Experience with training systems and training systems teams

• Experience with the Boeing Adaptive Planning tool

Conflict of Interest:

Successful candidates for this job must satisfy the Company’s Conflict of Interest (COI) process.

Drug Free Workplace:

Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

Pay & Benefits:

At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Pay is based upon candidate experience and qualifications, as well as market and business considerations.

Summary Pay Range Associate (Level 2): $81,600- $110,400

Summary Pay Range Mid-Level (Level 3): $99,450- $134,550

Applications for this position will be accepted until May. 25, 2026

Export Control Requirements:

This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee.

Export Control Details:

US based job, US Person required

Relocation

This position offers relocation based on candidate eligibility.

Security Clearance

This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post-Start is required.

Visa Sponsorship

Employer will not sponsor applicants for employment visa status.

Shift

This position is for 1st shift

Equal Opportunity Employer:

Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

This Jobot Job is hosted by: Ray Bahl
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $85,000 - $105,000 per year

A bit about us:

Founded nearly three decades ago and based in Fullerton, we are a rapidly expanding food and beverage manufacturer focused on quality, safety, and continuous improvement. Our growth has been fueled by a family-first culture and a team that takes pride in producing exceptional products. We value collaboration, accountability, and a hands-on approach to leadership.

Why join us?

Competitive Compensation: Up to $95,000 base salary (DOE) + performance bonuses

401(k) with company match

Comprehensive Benefits: Medical, Dental, Vision, Life Insurance

Generous PTO and Paid Holidays

Collaborative and supportive team culture

Career growth opportunities with a growing organization

Job Details

Key Responsibilities

Supervise and lead production employees on assigned shift to meet daily output targets

Ensure compliance with all safety regulations and Good Manufacturing Practices (GMPs)

Monitor production lines to maintain efficiency, product quality, and minimal downtime

Partner with maintenance and quality teams to address performance or process issues

Train, coach, and develop team members to improve skills and engagement

Maintain accurate production, yield, and downtime records

Drive continuous improvement initiatives to enhance safety, quality, and efficiency

Participate in staffing, scheduling, and performance review processes

Qualifications

3+ years of leadership experience in a food, beverage, or manufacturing environment

Strong working knowledge of GMP, HACCP, and food safety protocols

Proven ability to lead and motivate diverse teams in a fast-paced setting

Excellent communication, organization, and problem-solving skills

Experience with Lean Manufacturing, 5S, or process improvement preferred

Flexibility to work various shifts as needed

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Audit Manager - Top Ranked Firm + Life Balance!

This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $120,000 - $160,000 per year

A bit about us:

As one of Kansas City’s fastest-growing and most respected accounting firms, we offer the opportunity to be part of an exciting and dynamic environment. Here, you’ll have the chance to grow your career with increased opportunities for advancement, meaningful client exposure, and direct partner interaction that larger firms often can’t provide.

Our firm is built on the belief that our people are our greatest asset. That means we are committed to supporting a healthy work-life balance that promotes personal well-being, family, and long-term career satisfaction.

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful and Impactful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Job Details

Bachelor’s degree in Accounting or related field
CPA license required
5+ years of public accounting audit experience
Experience managing audit engagements and leading teams
Strong knowledge of GAAP, GAAS, and financial statement reporting

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Advisor to join our growing St. Louis, MO office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Financial Advisor, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

What You’ll Do

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client “touches” to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

Qualifications

• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP designation is a plus
• Bachelor’s degree or equivalent work experience
• Familiarity with the insurance and financial services industry
• Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

• Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
• Strong written and verbal communication skills with high attention to detail
• Proficiency in Microsoft Office and Outlook
• Professionalism in appearance, attitude, and work ethic
• Adaptable, proactive, and comfortable working in a dynamic environment
• Strong organizational skills with the ability to prioritize and follow through
• Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group?

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and Supplemental Insurance
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays
• Training, Development, and Educational Opportunities
• Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.

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At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client “touches” to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

Qualifications:

• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP designation is a plus
• Bachelor’s degree or equivalent work experience
• Familiarity with the insurance and financial services industry
• Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

• Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
• Strong written and verbal communication skills with high attention to detail
• Proficiency in Microsoft Office and Outlook
• Professionalism in appearance, attitude, and work ethic
• Adaptable, proactive, and comfortable working in a dynamic environment
• Strong organizational skills with the ability to prioritize and follow through
• Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group?

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and Supplemental Insurance
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays
• Training, Development, and Educational Opportunities
• Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.

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Sales/Financial Analyst, Edison NJ, Healthcare/Pharmaceutical Industry This Jobot Job is hosted by: David Hyon Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We are a nationally recognized leader of in-home therapies. We are a company that truly excels in its approach to patient care and positive clinical outcomes. Our success is a direct result of our teamwork from our diverse and dedicated staff that is empowered to make a difference. Why join us? Competitive Compensation and Benefits Package, including 401k with matching Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Upward mobility Discounts on travel, etc. Bonus eligibility Job Details Job Details: We are seeking a highly skilled and motivated Sales/Financial Analyst to join our dynamic team in the healthcare industry. The ideal candidate will have a strong background in sales strategy, performance analysis, and investment banking, with a proven track record of success. This is a permanent position that offers a unique opportunity to leverage your skills and experience in a fast-paced, results-driven environment. Responsibilities: As a Sales/Financial Analyst, you will play a critical role in supporting our sales strategy and driving our business forward. Your responsibilities will include: 1. Analyzing sales performance to identify trends, opportunities, and challenges. 2. Developing and tracking key performance indicators (KPIs) to measure sales effectiveness and efficiency. 3. Presenting complex data analysis to senior management in a clear and concise manner. 4. Assisting with budget preparation and management. 5. Utilizing Microsoft PowerPoint to create compelling presentations for internal and external stakeholders. 6. Writing and executing queries to extract data for reporting purposes. 7. Producing regular and ad-hoc reports to support decision-making. 8. Collaborating with sales and marketing teams to optimize strategies and improve performance. Qualifications: To be successful in this role, you will need: 1. A minimum of 5 years of experience in a sales analyst role, preferably in the healthcare industry. Experience in investment banking is a plus. 2. Strong analytical skills with the ability to interpret complex data and translate it into actionable insights. 3. Proficiency in Microsoft PowerPoint and other data visualization tools. 4. Excellent communication skills with the ability to present complex information in a clear and concise manner. 5. Strong financial acumen with experience in budgeting and forecasting. 6. Experience in writing and executing queries for data extraction and reporting. 7. A proactive approach with the ability to work independently and as part of a team. 8. A bachelor's degree in business, finance, economics, or a related field. If you are a driven individual with a passion for sales analysis and a desire to make a significant impact in the healthcare industry, we would love to hear from you. Apply today to join our team and help us drive our business forward. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Finance Business Partner with experience in the housing or housing maintenance sector?

Finance Business Partner - Building Safety
North London / Hertfordshire (Hybrid)
We are seeking a qualified Finance Business Partner to join a forward-thinking Housing Association operating across the North London and Hertfordshire region. This is a critical role supporting our commitment to resident safety and regulatory excellence, with a particular focus on building safety financial reporting.
The RoleAs Finance Business Partner, you will act as the finance lead for building safety, ensuring the organisation has robust financial insight and clear guidance to navigate the increasing demands of new legislation, enhanced regulatory requirements, and ongoing remedial programmes.You will play a key role in improving the impact, quality and understanding of financial reporting for building safety, providing clear analysis and insight that links financial performance to operational delivery and strategic objectives.
Key Responsibilities

• Act as the lead finance partner for building safety, owning financial reporting, forecasting and analysis in this critical area
• Provide high-quality, timely and accurate financial insight to support compliance with evolving building safety legislation and regulation
• Support directors and operational teams by translating complex financial data into clear, actionable insight
• Ensure financial reporting aligns with business strategy, risk management and long-term investment planning
• Challenge and advise stakeholders to ensure value for money across remedial works and safety programmes
• Strengthen financial governance and controls, ensuring transparency and assurance for internal and external stakeholders

About You

• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Proven experience acting as a finance lead for building safety reporting, ideally within a housing association, local authority or regulated environment
• Strong understanding of the financial implications of building safety legislation, regulatory frameworks and remediation programmes
• Confident business partner with the ability to influence senior stakeholders
• Highly analytical, with a track record of delivering insightful, high-impact financial reporting

Why Join Us?You’ll be part of an organisation with a strong social purpose, where your expertise will directly support resident safety, regulatory compliance and long-term sustainability. This role offers meaningful influence, senior exposure and the opportunity to shape how building safety is financially managed and reported. Apply now to play a pivotal role in strengthening financial accountability and insight in one of the most important areas of social housing.

What you need to do now

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.

Financial Controller, Commercial Finance Manager

Your new companyAn exciting, fast-growing and ethically focused business is recruiting a Commercial Financial Controller into a key leadership role to support the next phase of its growth.The business has a strong P&L and balance sheet, with an ambitious and well-defined future ahead. It is based in modern, attractive offices with parking and operates a genuinely flexible hybrid policy, with three days in the office and two working from home.You will report into a passionate, friendly and highly supportive Board, playing a central role in championing the organisation’s finances and helping to mobilise strategy. The business places a strong emphasis on rewarding loyalty and promoting from within, offering excellent long-term career prospects.
Your new roleAs Commercial Financial Controller, you will take responsibility for the day-to-day leadership of the finance function while playing a broader role in driving growth, commercial strategy and operational performance.You will work closely with the wider business, including oversight and support of the manufacturing site, helping to scale operations through automation, process improvement and value-adding commercial business partnering.Your responsibilities will include leading the month-end process across the group, consolidating reporting, cost control across labour, materials and wastage, budgeting, forecasting and financial modelling, as well as audit and compliance.You will also support the Senior Leadership Team with business cases, product profitability analysis and cost optimisation initiatives, and help the business maximise the use of technology through close partnership with operations and supply chain teams.
What you’ll need to succeedYou will be a qualified accountant (ACCA, CIMA or ACA) with significant experience in a manufacturing, factory or retail environment.You will bring strong commercial acumen, hands-on costing experience and a proven track record of operating as a trusted business partner within an operationally focused business.
What you’ll get in returnA salary of up to £100,000, depending on experience, alongside an attractive benefits package.Flexible hybrid working, with three days per week in the office.The opportunity to progress as the business continues to grow
What you need to do nowIf you’re interested in this role, click apply now to forward an up-to-date copy of your CV, or contact us directly for more information.If this role isn’t quite right for you, but you are looking for a new position, please get in touch for a confidential discussion about your career.

Senior Loan Collections Officer needed for Financial Services company, Direct-Hire in Los Angeles

This Jobot Job is hosted by: Shezad Allaudin
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $75,000 - $105,000 per year

A bit about us:

We are a prominent financial services firm with over 25 years of experience specializing in Commercial Real Estate loans. As a top-ranked lender, we are seeking a motivated Sr. Loan Collection Officer to join our team at our corporate headquarters in downtown Los Angeles.

Why join us?

Our company culture values entrepreneurial spirit, leadership, and innovative problem-solving. Become part of a team known for delivering outstanding service in the commercial real estate lending industry.
Great benefits, pay, and company work culture.

Job Details

Job Details:

We are currently seeking a motivated and experienced Senior Loan Collections Officer to join our dynamic team. This challenging role is ideal for individuals who possess a keen eye for detail, exceptional negotiation skills, and a passion for achieving financial resolutions. The successful candidate will be responsible for managing and resolving special asset cases, including foreclosures, collections, and recoveries. This role requires a minimum of 5 years of experience in a similar position.

Responsibilities:

As a Senior Loan Collections Officer, your responsibilities will include:

1. Managing a portfolio of special assets, including foreclosed properties, collections, and recovery cases, ensuring all cases are handled in a timely and efficient manner.

2. Implementing effective recovery strategies and negotiating with borrowers to achieve the best possible financial resolution.

3. Collaborating with legal counsel, real estate agents, and other relevant parties to manage foreclosure processes.

4. Conducting detailed financial analysis to assess borrowers’ financial condition and determine appropriate recovery strategies.

5. Maintaining accurate and up-to-date records of all collection activities, ensuring compliance with company policies and regulatory requirements.

6. Providing regular reports to senior management on the status of special assets and recovery efforts.

7. Continually identifying opportunities for process improvements to increase efficiency and effectiveness of collection activities.

Qualifications:

The ideal candidate will have the following qualifications:

1. A minimum of 5 years of experience in collections, foreclosures, and recovery.

2. A Bachelor’s degree in Accounting, Finance, or a related field.

3. Strong knowledge of foreclosure laws and collection practices.

4. Excellent negotiation and conflict resolution skills.

5. Strong analytical skills, with the ability to assess complex financial situations and make sound decisions.

6. Proficiency in using financial software and databases.

7. Exceptional communication skills, both written and verbal, with the ability to effectively communicate with various stakeholders, including borrowers, legal counsel, and senior management.

8. A high level of integrity and professionalism, with a commitment to maintaining the confidentiality of sensitive information.

If you are a results-driven professional with a proven track record in managing special assets and achieving successful financial resolutions, we would love to hear from you. Apply today and join our dedicated team in the exciting and rewarding world of Accounting and Finance.

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Fast Growing Hospitality Firm

This Jobot Job is hosted by: Milan Kacar
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $100,000 - $130,000 per year

A bit about us:

Fast Growing Hospitality Firm

Why join us?

• Annual Bonus
• Comprehensive Medical, Dental, Vision
• 401k Match
• Generous PTO
• Flexible Scheduling

Job Details

ESSENTIAL FUNCTIONS:

• Prepare month-end financial closing and analyze financial results, investigate variances, and ensure timely reporting of financial statements, including income statements, balance sheets, and cash flow statements.
• Review daily cash and credit card sales and reconcile them with POS system
• Perform bank runs and prepare bank reconciliation
• Receive, process, verify all invoices for payments
• Set-up new vendor accounts, request W9 forms
• Maintain accounting records by verifying & posting account transactions
• Perform monthly inventory counts
• Analyze sales performance, margin trends, and operational costs to identify opportunities for improvement and cost optimization.
• Prepare budgeting, forecasting, and variance analysis processes for retail business, ensuring accuracy and alignment with company goals.
• Manage daily cash positioning and cash flow monitoring
• Prepare and update cash flow forecasts to ensure adequate liquidity for operational needs and capital investments; identify potential cash shortfalls and recommend mitigation strategies.
• Maintain internal controls and drive process improvements in financial reporting and analysis to enhance efficiency.
• Coordinate and communicate effectively with external parties such as banks, auditors, vendors, and consultants, when necessary
• Assist with ad-hoc financial projects and assignments as needed.

GENERAL REQUIREMENTS:

• 5+ years’ proven experience in financial management and analysis within Food & Beverage and retail industry.
• Strong proficiency in financial modeling, forecasting, budgeting, and variance analysis.
• Experience with financial and POS systems (e.g. QuickBooks, TOAST, MarginEdge, Tripleseat) will be a plus.
• Excellent communication skills with the ability to present complex financial data clearly to non-financial stakeholders.
• Ability to work independently in a fast-paced environment.
• Ability to commute to New York, NY
• Full-time onsite position (5 days onsite).

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Leading Aerospace/Defense Organization! Controller Opportunity!

This Jobot Job is hosted by: David DeCristofaro
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $165,000 - $180,000 per year

A bit about us:

We are a long-standing, innovative manufacturer of high-reliability electronic solutions used in mission-critical industries. Our culture is built around technical excellence, collaboration, and hands-on problem solving. Engineers here have real ownership-working closely with customers, operations, and leadership to deliver complex products that truly matter. With a supportive team environment, meaningful autonomy, and clear paths for growth, we offer the stability of an established organization combined with the energy and impact of a close-knit engineering culture.

Why join us?

• Competitive Base plus Bonus Compensation Structure!
• Lucrative Employee Stock Purchase Plan!
• Matching 401k Plan!
• Exciting and Unique Projects and Products!
• Significant Autonomy!
• Clear Path for Advancement!
• Relocation Assistance!

Job Details

We are currently seeking a dynamic and experienced Controller to join our team in the Aerospace/Defense manufacturing industry. This is an exciting opportunity for a highly motivated individual to play a pivotal role in the financial management of our organization. The successful candidate will be responsible for overseeing all aspects of our financial operations, including cost accounting, financial reporting, budgeting, and forecasting.

Responsibilities:

1. Directing and coordinating all financial activities of the division, ensuring the efficiency and effectiveness of all financial operations.
2. Managing and overseeing the company’s cost accounting system, ensuring accurate and timely financial reporting.
3. Developing and implementing financial strategies and plans to support the company’s strategic goals.
4. Managing and complying with local, state, and federal government reporting requirements and tax filings.
5. Coordinating and directing the preparation of the budget and financial forecasts, reporting variances back to top management.
6. Implementing and maintaining internal control systems to safeguard the company’s assets and ensure accurate financial reporting.
7. Collaborating with other department heads to align financial management with company operations and strategic goals.
8. Overseeing and managing the company’s financial systems and processes, ensuring compliance with applicable regulations and standards.
9. Providing leadership and direction to the finance team, fostering a culture of continuous improvement and operational excellence.

Qualifications:

1. A Bachelor’s degree in Finance, Accounting, or a related field. An advanced degree such as an MBA or a professional certification such as a CPA is highly desirable.
2. A minimum of 5 years of experience in a senior financial managerial position, preferably in the Aerospace or Manufacturing industry.
3. In-depth knowledge of cost accounting principles and practices, as well as experience with financial reporting and data analysis.
4. Previous experience in dealing with government regulations and reporting requirements.
5. Strong leadership and team management skills, with a proven ability to motivate and lead a team to achieve organizational goals.
6. Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization.
7. Strong analytical and problem-solving skills, with a keen attention to detail.
8. Proficiency in using financial software and advanced MS Excel skills.
9. A high level of integrity and dependability with a strong sense of urgency and results-orientation.

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

Senior Cost Manager / Great Place To Work!

This Jobot Job is hosted by: Alex Console
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $75,000 - $125,000 per year

A bit about us:

We’re a group of dedicated innovators focused on empowering large-scale project stakeholders to maximize value through advanced systems and analytics.

Why join us?

Competitive compensation
Health insurance
401k with employer match
Flexible PTO
Remote work
Philanthropic Matching Gift Program

Job Details

We are seeking a highly motivated and experienced Permanent Senior Cost Manager to join our vibrant tech services team. This is a crucial role that will be responsible for managing and controlling costs within our company’s projects, ensuring maximum profitability and efficiency. The successful candidate will have a strong background in cost management, budgeting, coordination, and billing, with a deep understanding of the tech services industry. This role requires a strategic thinker with strong analytical skills and an ability to thrive in a fast-paced, high-growth environment.

Responsibilities:

As a Senior Cost Manager, you will be responsible for the following:

1. Overseeing and managing all costs relating to our tech services projects, from the initial calculations to the final figures.
2. Minimizing the costs of a project and enhancing value for money, while still achieving the required standards and quality.
3. Ensuring all financial aspects and impact of a project are clear to all parties involved.
4. Overseeing the billing process, ensuring all invoices are accurate and sent in a timely manner.
5. Coordinating with various departments to gather information for budget planning and cost forecasting.
6. Utilizing Procore to manage project costs and streamline operations.
7. Identifying and implementing cost-saving opportunities and efficiencies.
8. Preparing and presenting cost reports and analysis to senior management and stakeholders.
9. Collaborating with project teams to ensure cost management strategies are implemented effectively.
10. Staying abreast of industry trends and regulations to ensure compliance and competitive advantage.

Qualifications:

The ideal candidate will have the following qualifications:

1. Bachelor’s degree in Finance, Accounting, Business Management, or related field.
2. Minimum of 5 years of experience in cost management, preferably in the tech services industry.
3. Proven experience with Procore, billing, coordination, and budgeting.
4. Strong financial and business acumen, with a proven ability to manage costs and enhance profitability.
5. Excellent analytical skills, with an ability to interpret complex financial data and provide actionable insights.
6. Strong organizational skills, with an ability to manage multiple projects simultaneously and meet deadlines.
7. Excellent communication and presentation skills, with an ability to clearly convey financial information to non-financial stakeholders.
8. Strong problem-solving skills, with an ability to identify and implement cost-saving solutions.
9. Proficient in Microsoft Office Suite, particularly Excel, and other financial management software.
10. Knowledge of the tech services industry, including trends, regulations, and best practices in cost management.

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

This Jobot Job is hosted by: Ellie Staver
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $100,000 - $115,000 per year

A bit about us:

We are a rapidly growing, high-growth technology company building scalable cloud and infrastructure solutions for businesses around the world. Backed by a collaborative and fast-paced culture, our team is focused on driving innovation, operational excellence, and long-term strategic growth.

Our Finance organization plays a highly visible role across the business, partnering closely with executive leadership to support forecasting, strategic planning, capital allocation, and key operational initiatives. This is an opportunity to join a team where your work will directly influence business decisions and help shape the future direction of the company.

Why join us?

• High-visibility role with exposure to executive leadership and Board-level reporting
• Opportunity to work on strategic, company-wide financial initiatives
• Fast-paced environment with strong career growth potential
• Collaborative and high-performing finance team
• Exposure across FP&A, treasury, capital structure, long-range planning, and business operations
• Opportunity to build and improve scalable financial models and forecasting processes
• Work alongside leaders from investment banking, strategic finance, and high-growth technology backgrounds
• Competitive compensation, bonus, equity, and benefits package

Job Details

We are seeking a Senior Corporate FP&A Analyst to support strategic financial planning, forecasting, liquidity analysis, and long-range modeling across the organization. This role sits at the intersection of FP&A, treasury, and strategic finance and will play a key role in helping leadership make informed business and capital allocation decisions.

Responsibilities:

• Own and manage the company cash forecast during monthly and annual planning cycles
• Maintain and enhance balance sheet, equity dilution, EPS, and long-range planning models
• Support liquidity planning, debt forecasting, interest expense analysis, and capital structure reporting
• Partner closely with accounting, treasury, operations, and finance leadership on forecasting and reporting initiatives
• Build and maintain financial models related to CapEx, operating expenses, and strategic investments
• Prepare executive-level presentations, Board materials, and financial reporting packages
• Track and analyze key cash flow and performance metrics, including free cash flow and liquidity trends
• Support quarterly and annual reporting related to debt, cash flow, and capital planning
• Identify opportunities to improve FP&A processes, reporting workflows, and financial systems
• Assist with strategic initiatives, scenario analysis, and ad hoc financial projects

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2-3 years of investment banking experience (Tier 1 banks preferred)
• Strong financial modeling, forecasting, and analytical skills
• Experience working with three-statement models, cash flow forecasting, and balance sheet analysis
• Understanding of GAAP and cash flow statement classification
• Advanced Excel and Google Sheets skills
• Strong communication and presentation skills with the ability to communicate financial insights clearly
• Ability to manage multiple priorities in fast-paced, deadline-driven environments
• Experience with Adaptive Insights, SQL, VBA, Looker, Oracle, NetSuite, or related tools is a plus
• MBA or additional technical/finance certifications are a plus

Interested in hearing more? Easy Apply now by clicking the “Apply” button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

The Principal Associate plays a key role responsible for managing all aspects of an assigned portfolio of multifamily agency loans, with primary focus on monitoring risk while providing exceptional customer service. This position will be a member of the Agency Finance Asset Management team, primarily focused on Fannie Mae loans.

Responsibilities:

• Manage a portfolio of distressed multifamily agency assets, with a focus on developing loss mitigation strategies, based on complex analyses, financial performance, borrower net worth and liquidity, market conditions, collateral condition, and other risk metrics.
• Present to executive leadership, and act as the primary point of contact for internal and external stakeholders, addressing concerns and providing clear, frequent updates on progress and strategy to ensure compliance with all loan documents and Agency requirements
• Monitor monetary and non-monetary defaults and take swift action to mitigate risk
• Prepare property and loan level valuations using various valuation methodology such as discounted cash flows, direct capitalizations, and have discussion with appraisers and brokers for value opinions
• Participate in monthly loan risk rating process using Capital One proprietary systems
• Analyze financial statements and property operating statements
• Conduct property inspections
• Review reserve draws
• Process lender consent requests, including related review of loan documents and other agreements
• Manage client relationships, providing excellent customer servicing while enforcing loan document/lender requirements
• Comply with all Investor monitoring and reporting requirements

Basic Qualifications:

• Bachelor’s Degree or military experience
• At least 2 years of experience in commercial real estate
• At least 2 years of GSE experience (Fannie Mae or Freddie Mac) or CMBS experience

Preferred Qualifications:

• Bachelor’s Degree in Business, Finance, or Economics
• At least 4 years of experience in commercial real estate
• At least 3 years of GSE experience (Fannie Mae or Freddie Mac) or CMBS experience
• At least 3 years of experience with loan asset management
• At least 2 years of GSE property management experience
• Highly developed analytical skills including the ability to create complex spreadsheets and financial analyses
• Proficiency in analyzing property operating statements, rent rolls, and borrower financial statements and in modeling complex financial scenarios
• Strong written and oral communication skills
• High level of proficiency in Microsoft Office or Google Suite (Excel, Word, PowerPoint)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Charlotte, NC: $119,400 - $136,200 for Agency Asset Manager IHouston, TX: $119,400 - $136,200 for Agency Asset Manager IMcLean, VA: $131,300 - $149,800 for Agency Asset Manager IPlano, TX: $119,400 - $136,200 for Agency Asset Manager I

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One’s recruiting process, please send an email to

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).