Overview The responsibilities of this position include auditing functions of the bank, assessing the adequacy of controls and ensuring compliance with applicable laws and regulations. Responsibilities Execute the day-to-day activities of audit engagements including planning, process documentation, testing and reporting Support the design and execution of an engagement's audit approach and procedures in accordance with relevant regulatory guidance, banking industry accounting literature and applicable internal guidance and the International Standards for the Professional Practice of Internal Auditing Demonstrate a working knowledge and stay current on developments in regulatory guidance and banking industry accounting literature and its impact on the organization. Communicate in a clear, organized, and professional manner, tailoring messages appropriately for different audiences in both written and verbal formats. Build and maintain effective working relationships with clients, team members, and stakeholders within the scope of assignments Demonstrate collaboration and openness by working productively with others and incorporating feedback constructively. Exercise sound judgment and critical thinking by appropriately challenging risks, scope, and approaches, and providing thoughtful recommendations. Identify and communicate potential issues and opportunities for audit efficiencies and process improvement to Managers or above and evaluate subsequent remediation of those issues. Supervise Audit Associates and Interns on engagements and providing coaching, timely feedback, and reviewing their audit documentation. Meet all organizational and professional ethical standards. Qualifications Bachelor's degree from an accredited college/university in Accounting or Finance Two or more years of Financial Institution, Banking , o r other financial services industry experience Two or more years of audit experience with national accounting firm, or three or more years of internal audit experience Strong oral, written and interpersonal communication skills Comfortable communicating with Management Broad level knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures Broad level understanding of internal controls Possess moderate analytical and project management skills CPA license or CIA certification preferred Level II Additional Qualifications Five or more years of banking/financial services audit experience Strong oral, written and interpersonal communication skills Comfortable communicating with Management Strong level knowledge of S. Generally Accepted Accounting Principles (GAAP) and accounting procedures Strong level understanding of internal controls Possess strong analytical and project management skills Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment. Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral
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Chief Financial Officer (CFO) Albuquerque, NM New Mexico Legal Aid (NMLA) provides civil legal services to low-income New Mexicans to promote family and economic stability, helping clients access food, shelter, security, and to preserve their unique cultural heritages. NMLA has locations throughout the state, including Santa Ana Pueblo, Albuquerque, Santa Fe, Las Cruces, Gallup, Roswell, Silver City, and Taos. This position is based in our Albuquerque office and reports to the Executive Director. The Chief Financial Officer (CFO) is a key member of the New Mexico Legal Aid (NMLA) Executive Management Team and is responsible for the overall leadership, integrity, and operation of the organization's financial and accounting functions. The CFO provides strategic financial leadership while remaining actively engaged in the day-to-day financial operations of the organization. The CFO has overall responsibility for accounting, financial reporting, budgeting and forecasting, cash, and investment management, internal controls, audits and tax compliance, payroll-related financial processes, grant and contract financial management, cost allocation, and financial systems and processes The CFO ensures that NMLA maintains accurate and timely financial information, effective internal controls, and compliance with applicable accounting standards, laws, regulations, grant requirements, and organizational policies. Working closely with the Executive Director, Board of Directors, organizational leadership, program managers, and Finance Department staff, the CFO serves as a trusted financial advisor and translates complex financial information into practical guidance that supports organizational decision-making, responsible stewardship of resources, and NMLA's long-term financial sustainability. As part of a small Finance Department, the CFO serves as both a strategic leader and a hands-on financial professional and is expected to directly perform or participate in accounting and financial activities as organizational needs require. Essential Duties and Responsibilities Strategic Financial Leadership Serve as a member of NMLA's Executive Management Team and provide financial expertise and perspective in organizational planning and decision making Advise the Executive Director, Board of Directors, and organizational leadership regarding NMLA's financial position, risks, opportunities, and long-term financial sustainability. Provide fiscal support and financial information to the Board of Directors ant its committees, including participation in Board and committee meetings and presentations as needed. Develop financial scenarios and multi-year forecasts to support strategic initiatives, organizational planning, and programmatic decisions. Assess the financial and internal control implications of proposed initiatives, programs, contracts, and significant organizational decisions and provide recommendations. Identify opportunities for cost efficiencies, improved resource allocation, and responsible financial stewardship. Provide financial analysis and information necessary to support collective bargaining and other organizational processes. Budgeting, Financial Planning, and Analysis Lead development of NMLA's annual organizational budget in collaboration with the Executive Director, organizational leadership, managers, and other appropriate staff. Develop and maintain financial forecasts and projections, including multi-year financial modeling and scenario planning. Monitor organizational financial performance against approved budgets and forecasts and identify significant trends, variances, risks and opportunities. Ensure managers and organizational leaders receive accurate, clear, and timely financial information necessary to effectively manage programs, grants, and departmental resources. Analyze operating results and NMLA's overall financial position and communicate findings and recommendations to organizational leadership. Conduct cost-benefit and other financial analyses related to significant organizational expenditures, leases, capital assets, programs, projects, and proposed initiatives. Coordinate financial planning with organizational strategic and service-delivery priorities to ensure plans and projects are financially sustainable and achievable. Accounting, Tax, and Financial Operations Maintain overall responsibility and accountability for NMLA's accounting and financial operations and directly perform or support financial activities as needed. Oversee and participate in day-to-day accounting operations, including general ledger activities, accounts payable and receivable, reconciliations, journal entries, financial close processes, and other accounting activities. Ensure timely and accurate preparation of financial statements, management reports, disclosures, schedules, and other financial information. Ensure appropriate accounting and classification of assets, liabilities, net assets, revenues, expenses, contributions, fixed assets, grant receivables, and other financial activity. Oversee payroll-related financial processes and ensure timely and accurate completion of employment tax filings and other required payroll-related financial reporting. Maintain and regularly update NMLA's Cost Allocation Plan and ensure costs are appropriately allocated among funding sources and programs in accordance with applicable requirements. Oversee financial administration and accounting associated with Client Trust Accounts and provide appropriate fiscal guidance and training to attorneys and other staff responsible for trust accounts. Lead NMLA's annual financial audit and coordinate preparation of schedules, documentation, responses, and other materials with the external audit firm. Coordinate preparation of organizational tax and regulatory filings, including Forms 990 and 5500, and review final filing as appropriate. Maintain current knowledge of developments and best practices in nonprofit accounting, financial management, compliance, and related areas. Financial Reporting, Internal Controls, and Compliance Establish, maintain, document, evaluate, and continuously improve effective financial policies, accounting procedures, and internal controls. Ensure NMLA's financial operations comply with Generally Accepted Accounting Principles (GAAP), Legal Services Corporation (LSC) requirements, applicable grant requirements, funder terms and conditions, tax and audit requirements, client trust accounting rules, and other applicable laws, regulations, standards, and organizational policies. Maintain appropriate accounting documentation and financial procedures and ensure they are reviewed and updated as organizational or regulatory corrective actions or improvements when needed. Ensure financial records and supporting documentation are maintained accurately and in accordance with applicable retention and compliance requirements. Coordinate and respond to financial audits, monitoring visits, reviews, and inquiries conducted by funders, auditors, regulatory bodies, or other authorized entities. Grants and Contract Financial Management Provide financial leadership and oversight for NMLA's government, foundation, and other grant- and contract-funded programs. Provide accurate and timely grant-related financial documents as needed, including budgets, expenditure reports, budget modifications, interim and final financial reports, and other required financial reporting. Monitor grant expenditures, receivables, restrictions, and financial performance to support compliance with award requirements and appropriate use of funds. Work collaboratively with organizational leadership, development staff, program managers, and other appropriate employees on grant proposals, budgets, reporting, and financial management. Participate in fiscal monitoring visits, reviews, and audits conducted by funders. Identify grant-related financial compliance concerns and work with appropriate stakeholders to address them promptly. Cash, Reserves, and Investment Management Monitor organizational cash flow, cash balances, net asset carryovers, reserves, and liquidity needs and provide recommendations to the Executive Director. Ensure the Executive Director and Board Audit and Finance Committee receive timely information regarding cash position, reserves, and funds available for investment. Monitor and analyze investment portfolio performance and provide appropriate information and recommendations to the Executive Director and Board Audit and Finance Committee. Research investment options as requested or directed by the Board or its Audit and Finance Committee. Maintain effective relationships with banks, investment providers, and other financial institutions. Ensure appropriate controls are maintained over organizational banking, cash-management, and investment activities. Finance Department Leadership Provide leadership, supervision, coaching, and professional development to Finance Department staff. Establish clear roles, responsibilities, workflows, performance expectations, and accountability within the Finance Department. Recruit, interview, select, onboard, and develop Finance Department personnel in collaboration with Human Resources and organizational leadership. Review and evaluate the work and performance of Finance Department staff in accordance with NMLA policies and practices. Assess departmental workload, capacity, systems, and processes, and recommend staffing, technology, or operational changes as appropriate. Maintain overall responsibility and accountability for effective Finance Department operations. Foster a collaborative, responsive, service-oriented Finance function that provides timely and effective financial support to managers, programs, and employees throughout Financial Systems and Process Improvement Evaluate, implement, maintain, and continuously improve financial and accounting systems, software, and technology. Identify opportunities to streamline financial processes, strengthen controls, reduce unnecessary administrative burden, and improve the accuracy and accessibility of financial information. Ensure financial systems and processes provide the capacity necessary to support NMLA's accounting, budgeting, grant-management, compliance, and reporting needs. Collaborate with appropriate organizational staff and external vendors regarding financial systems, integrations, security, and process improvements. Insurance, Contracts, and Organizational Risk Provide financial review and analysis of significant vendor proposals, contracts, leases, and other organizational financial commitments as appropriate. Collaborate with Operations, Human Resources, and organizational leadership regarding insurance renewals and financial considerations related to organizational insurance and employee benefit programs. Assist in identifying and evaluating financial risks associated with contracts, insurance coverage, organizational operations, and proposed initiatives. Other Duties Maintain working knowledge of NMLA policies, procedures, collective bargaining agreements and obligations, organizational operations, and proposed initiatives. Participate in organizational meetings, committees, initiatives, and activities as appropriate to the CFO role. Perform other related duties as assigned by the Executive Director. Minimum Qualifications CPA or Certified Government Financial Manager (CGFM) certification required. Minimum three to five years of progressively responsible accounting, financial management, or closely related professional experience, including demonstrated financial leadership and strategic financial advisory experience. Demonstrated knowledge of accounting principles and practices, financial reporting, budgeting, financial analysis, internal controls, and audit processes. Demonstrated knowledge of nonprofit accounting and the financial management of restricted grant-funded resources. Experience supervising, developing, and supporting accounting or finance professionals. Strong analytical and problem-solving skills with the ability to identify financial risks, evaluate complex information, and develop practical recommendations. Strong organizational and project management skills, with demonstrated ability to manage competing priorities and meet deadlines. Excellent written and verbal communication skills, including the ability to clearly explain complex financial information to individuals without specialized financial expertise. Demonstrated ability to build effective working relationships with executive leadership, Board members, managers, employees, funders, auditors, financial institutions, vendors, and other internal and external stakeholders. Proficiency with accounting and financial management systems, databases, spreadsheets, and standard business software. Demonstrated sound judgment, integrity, discretion, and commitment to maintaining appropriate confidentiality. Demonstrated ability to work effectively and collaboratively with individuals from diverse backgrounds, experiences, roles, and perspectives. Ability to travel occasionally. Preferred Qualifications Seven or more years of progressively responsible accounting and financial management experience. Significant financial leadership experience in a nonprofit, legal services, government-funded, or other grant-intensive organization. Experience managing multiple restricted funding sources and complex grant and contract compliance requirements. Experience with Legal Services Corporation (LSC) financial requirements or other federally funded programs. Experience with federal grant requirements and cost-allocation principles. MBA, master's degree in accounting, finance, business administration, or a related field, or other relevant advanced education or professional certification. Experience with NMLA's current accounting and financial management software or comparable nonprofit accounting systems. Experience leading financial system implementations, process improvements, or organizational change initiatives. Company Benefits 100% employer-paid BCBS medical, plus dental and vision for employees Generous employer contributions toward dependent coverage Paid time off includes annual leave (starting at 3 weeks/year), 6 days personal time, 15 holidays, sick leave, and more Sabbatical program eligibility Hybrid work schedule (3 days in office, 2 days remote each week). Full-time 37.5-hour work week 403(b) Retirement Plan with employer contributions and matching Meaningful mission-driven work serving New Mexico communities Click here for more information Salary: $115,000 - $130,000 DOE Application Deadline: Until filled. Resumes reviewed on a rolling basis. Applicants must submit a current resume, three references, and a cover letter that explains your interest in this position and the mission of NMLA. Your application will not be considered unless we receive all of these documents. To apply, visit: https://newmexicolegalaid.isolvedhire.com/jobs/ Applicants will be subject to a background check. Please do not let this deter you from applying. NMLA is committed to a strong workforce and recognizes that persons with marks on their record may still be able to perform admirably. NMLA is an EEO Employer.
Job Summary The Chief Financial officer assumes line responsibility and authority for the administrative direction, evaluation, and coordination of the functions and activities of assigned departments within the hospital to ensure operation objectives and results are in accord with overall hospital needs. The CFO functions at an executive level in an active leadership role with the hospital's senior leadership team, medical staff leadership, and management team. Is directly responsible for managers overseeing departments and other service lines as assigned by the CEO. Is directly responsible for department leaders in establishing a measure of performance, increase productivity, quality improvement, cost controls and efficient utilization of facilities. Essential Functions, Duties And Responsibilities Responsible for supporting the CEO in the development and implementation of LHC's strategic priorities and policies and to provide leadership and direction within her/his area of accountability to the LHC Staff. Responsible for developing the skills and cohesiveness of their team and making strategic and operational decisions. Overall day-to-day management and operation of LHC, protection of its financial assets, while ensuring compliance with organizational directives as well as applicable grantors, federal, state, and local regulations and global and national requirements. Represents the CEO in the coordination of entire portions of the hospital organization, speaking and acting within the scope of objectives set forth in the practice and/or policy of the hospital in the absence of the CEO and/or as assigned. Manages financial service functions including support of the organization's strategic financial plan and annual budgeting process, accounting for variances, and developing/implementing appropriate fiscal planning. Oversees the revenue cycle process and maintains ongoing assessment of revenue cycle benchmarks for process improvement purposes. Oversees assigned departments/areas and serves on the Livingston HealthCare Senior Leadership team as a strategic partner. Manages, coaches, develops, and evaluates performance of direct reports to ensure job performance, quality of service, and technical expertise of staff. Guides financial decisions by establishing, monitoring, and enforcing policies and procedures. Develops financial strategies by forecasting capital, facilities, and staff requirements, identifying monetary resources, and developing action plans. Engages Boards and other leadership in the development of financial goals and targets and provides regular updates with recommendations on keeping financial performance on track. Oversees the development of the budget, ensuring an inclusive process where leadership and managers are involved in setting the operational targets that lead to the financial targets. Prepares and administers the department's annual operating and capital budget within financial expectations, accounts for variance. Recruits, develops, retains, and leads an appropriate number of personnel to meet department needs and the goals and objectives of Livingston HealthCare. Develops and maintains organizational policies and procedures to ensure adherence to professional and legal standards, quality of service, fiscal control, and customer relations. Adheres to administrative policies and procedures relating to human resource management. Drives Operations By Directing effective operations to drive to organization in the pillars of patient care, Quality, people, finance, and the community. Ensuring the consistent and effective execution of key systems and processes that make effective use of organizational resources, Leading a team or unit to enhance product or service quality; driving the business toward enhance product or service quality. Creating a work environment in which employees are committed to their organization and the community to collaboratively execute business strategies. Building strategic alliances and partnerships within the organization and the community to collaboratively execute business strategies. Creating an environment in which products and processes are designed to ensure patient satisfaction; effectively incorporating patient perspectives in all business activities. Contributing to the development of the organization's strategic goals and objectives as well as the overall management of the organization. Knowledge, Skills, Abilities, And Behaviors Demonstrated experience in organizational management with an effective track record in coaching, developing, and managing effective teams. Effectively use of data to drive business decisions and operations. Experience developing and managing budgets to achieve financial goals. Strong listening skills, critical thinking skills and the ability to get to the heart of a matter. Strong written and verbal communication skills. Experience presenting to BODs, committees and the community. Effective project management skills. Situational critical thinking to present ideas and resolve issues. Ability to make clear and concise decisions weighing all factors. Current knowledge of CMS and or the Joint Commission, State, and Federal guidelines, regulations and standards. Demonstrated expertise in negotiation, coaching and interpersonal skills. Skill in communicating information in an open and sincere manner that promotes credibility (e.g. honest answers to tough questions). Skill in recognizing strategic business opportunities resulting from changes in the economic, technological, political/legal, or social environments. Demonstrates ability to coach and develop employees. QUALIFICATIONS (Required) Bachelor's degree in accounting, finance, or related field. At least 5 years of senior financial management experience. Meets the requirements of the Executive Competencies. Additional Desirable Qualifications Master's degree in Healthcare Administration or MBA preferred. Previous experience in a Critical Access Hospital setting. Previous experience with a Rural Health and/or Provider-Based Clinic.
We are seeking an experienced Chief Financial Officer to join our leadership team as part of a planned succession. Our current CFO will be retiring. To ensure a seamless transition, the incoming CFO will have the opportunity to work directly alongside the current CFO during a transition period, gaining firsthand knowledge of the organization's financial operations, leadership team, affiliated companies, systems, processes, and key relationships with external stakeholders such as accounting, banking, employee benefits, legal, and insurance. We are seeking a strong financial leader who can build on the organization's existing foundation while bringing operational discipline and forward-thinking leadership to the role. The successful candidate will have at least ten years of relevant experience and hold either a CPA or an MBA. The successful candidate should possess in-depth knowledge of financial accounting, treasury and cash management, and a working understanding of income tax and transaction tax concepts. Strong people management and problem-solving skills are essential, as is proficiency in the use of technology, including AI applications. Supervisory Responsibilities Corporate Accounting/Finance Team, Treasury and other financial personnel as determined by the organizational structure. Evaluate the effectiveness and scalability of finance and accounting systems and personnel as the organization grows. Provide vision and leadership to the corporate Accounting / Finance Team Financial Leadership & Strategy Aligns the company's overall financial strategy with corporate objectives. Serve as a trusted strategic advisor to the CEO, and senior leadership team. Provide financial analysis and recommendations to support major business decisions. Support management in evaluating potential acquisitions, joint ventures, investments, and strategic partnerships. Multi-Entity Financial Management Oversee financial operations for the holding company and its multiple subsidiaries and affiliates. Establish appropriate financial reporting, controls, policies, and procedures across all entities while recognizing differences in each affiliate's operations. Ensure accurate and timely consolidation of financial results. Accounting & Financial Reporting Oversee the accounting function, including accounts payable, accounts receivable, payroll, general ledger, fixed assets, and financial reporting. Ensure accurate monthly, quarterly, and annual financial statements. Develop consolidated and entity-level reporting packages for ownership and management. Establish and monitor appropriate accounting policies and internal controls. Oversee year-end financial statement audits, tax compliance, and other external reporting requirements. Coordinate with external CPAs, tax advisors, auditors, attorneys, and other professional advisors. Construction Finance & Job Costing Oversee financial reporting and analysis related to construction projects and operations. Ensure accurate job costing, revenue recognition, work-in-progress reporting, and project profitability analysis. Partner with operations and project management to identify financial risks and opportunities. Cash Flow, Treasury & Banking Oversee company-wide cash-flow forecasting and liquidity management. Manage banking relationships, credit facilities, lines of credit, and treasury functions. Oversee borrowing, debt compliance, and capital structure. Surety, Insurance & Risk Management Establish and maintain relationships with surety providers, banks, insurance brokers, and other financial partners. Monitor insurance programs and financial risks in coordination with appropriate internal and external advisors. Identify financial, operational, and contractual risks and develop strategies to mitigate those risks. Budgeting & Forecasting Lead the annual budgeting process for the holding company and affiliates. Develop rolling forecasts and long-range financial plans. Monitor actual results against budgets and forecasts and provide explanations and corrective recommendations. Develop financial models to evaluate growth initiatives, acquisitions, capital expenditures, and other strategic opportunities. Performs other related duties as assigned Required Skills/Abilities Multi-entity financial management Cash-flow and working-capital management Job-cost and profitability analysis Risk management Financial controls and governance Education And Experience Bachelor's degree in Accounting, Finance, Business Administration, or a related field required. CPA, MBA, or other relevant advanced credential preferred. 10+ years of progressive financial management experience including significant experience in a senior finance or CFO-level role with demonstrated experience with budgeting, forecasting, cash-flow management, and financial modeling. Demonstrated experience managing financial operations across multiple legal entities, subsidiaries, or affiliates required. Experience with banking relationships required. Experience in construction, contracting, real estate development, engineering, or another project-based industry preferred. Strong understanding of construction accounting, job costing, WIP reporting, and project profitability is preferred. Experience with bonding/surety requirements, insurance, and financing arrangements is preferred. Proficiency with construction ERP/accounting software is a plus (e.g., Sage 300 CRE, Viewpoint Vista, CMiC, Procore, Foundation, or similar). For a complete job description and list of responsibilities, please visit our career page at https://careers.brayman.com/careers/job-openings/ About Brayman Construction We are a leading heavy civil and geotechnical contractor with office headquarters in suburban Pittsburgh. Incorporated in 1947 as a family-owned business, we have diversified and evolved our construction services from a small bridge and concrete company. Today, we are a large, nationally recognized provider of complex, heavy civil and geotechnical construction projects servicing both public and private sector clients. Why Choose Brayman Construction? We provide excellent benefits and perks, including medical, dental, vision, a 401(k) plan, profit sharing, paid time off (PTO), company holidays, and more! Our corporate office features a fully equipped gym facility, and more! Safety Sensitive Position This is a Safety Sensitive Position requiring work on project sites, including federal projects. Project sites contain various safety hazards associated with heavy construction. This position may require working at heights, around heavy equipment, and under constantly changing circumstances. This position will be subject to more stringent drug testing and compliance policies associated with our status as a Federal Contractor. CONFIDENTIALITY Some positions with the company will have access to confidential and proprietary information. Successful candidates for those positions will be required to sign our standard confidentiality agreement as a condition of employment. Brayman and Affiliate Companies are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, genetic information, disability, veteran status or on any other basis prohibited by federal, state and local laws. This position will be subject to more stringent drug testing and compliance policies associated with our status as a Federal Contractor. Job Posted by ApplicantPro
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. Finance Manager CALA Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You'll also have access to : Career development with an international company where you can grow the career you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with a high employer contribution Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor's degree. A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity This position works out of our Hollywood, FL location in the Structural Heart division. Our business purpose is to restore health and improve quality of life by designing and providing device and management solutions for treating structural heart disease. This position provides financial leadership and oversight to enable execution of a wide range of financial and decision support responsibilities for Abbott Structural Heart across the CALA region. The incumbent will lead and participate in the short- and long-range planning and execution of CALA Structural Heart strategic and tactical initiatives. The position will partner with others across the CALA region, BU functions and Finance functions (such as CFS, Treasury, Global Trade compliance and other corporate functions) across the day to day activities of managing financial performance and enabling delivery of planned results through solid, timely and accurate execution of established strategies and tactics. This position will report directly to the Structural Heart DVP Controller, have significant interaction with CALA management and affiliate teams as well as members of the Structural Heart HQ finance team and corporate functions. Key Success Factors for Role Fiduciary and Stewardship Role Strong P&L management across integrated business. Proactive assessment of likely opportunities / risk and initiate actions to leverage or mitigate where needed. Protects the assets and reputation of the company, maintaining the proper controls, integrity, and accuracy of financial records in compliance with regulations and policy Executive Presence and Leadership Articulates business opportunities, risks and recommendations to senior management. Demonstrates assertiveness and resilience to engage and challenge peers and business leader. Solid communication and interpersonal skills. Driver of Value Creation Ability to create value for Abbott along the end-to-end market channels (value chain.); Ability to leverage external insights and data points (competition, regulation, macroeconomic) to enhance business strategies and tactics. Understanding of the Divisional financial processes and how to leverage within CALA. Insightful, Forward-looking and Forecasting Expertise Proven ability to accurately forecast business results and to diagnose market and competitive trends. Effectively recognize business risks/detect early warnings signs. Ability to link strategy to driven-based forecasting, including development of KPI's to monitor process towards end objectives. Strong analytical skills as well as critical thinking skills to identify and share business implications of financial results What You'll Work On Lead the development, enhancement, and execution of financial planning, forecasting, and performance management processes, ensuring the delivery of timely, accurate, and actionable insights that support effective decision-making by senior leadership. Own and manage the monthly, quarterly, and annual financial close processes, ensuring compliance with Division and Corporate, while maintaining the accuracy and integrity of financial results. Prepare financial analyses, including income statement performance, working capital metrics (DSO, DOH), Capex reporting, and key business drivers, providing recommendations to improve financial outcomes. Ensure all balance sheet accounts are reconciled, reviewed, and supported on a timely basis. Analyzing fluctuations, identifying underlying drivers, and communicating findings and/or corrective actions to CFS. Ensure adequate internal controls are established ensuring compliance with corporate policies, regulatory requirements, and financial governance standards across all countries within the region. Serve as a strategic finance partner to Commercial, Marketing, Supply Chain, Operations, and other cross-functional teams, providing financial guidance on pricing strategies, contract negotiations, business opportunities, investments, and risk management initiatives. Lead the region budgeting, forecasting, and long-range planning processes, including revenue, operating expenses, capex, investments, balance sheet planning, and strategic initiatives. Monitor performance against plans and proactively identify risks and opportunities. Drive financial and business performance analysis to support operational and commercial decision making. Develop, coach, and mentor finance personnel, fostering a high performance culture focused on accountability, continuous improvement, customer service, collaboration, and talent development. Validate and approve quarterly, and annual incentive compensation calculations, ensuring the accuracy of sales performance data, attainment results, commission accruals, and payout amounts. Act as the trusted financial advisor to regional leadership team, proactively challenging assumptions, identifying opportunities for profitable growth, and ensuring that business decisions align with the division's financial objectives and strategic priorities. Required Qualifications Bachelor's degree in accounting, finance or related discipline. Minimum 5 years' experience across the areas of financial reporting, cost accounting, internal controls and procedures, and/or project management. Must have a minimum of 2+ years' experience managing teams (preferably experienced in leading regional teams with remote setup). Professional proficiency in English required. Spanish proficiency is a differentiator. Strong analytical and critical thinking skills with ability to manage complex market dynamics on ongoing basis Experience in developing financial models and scenario planning according to operating needs and growth strategies. Strong leadership competencies to set vision and strategy, build and inspire, know the business, drive for results, make the difficult decisions, and encourage an open transparent environment. Microsoft Excel/PowerPoint skills and previous experience with HFM/Dodeca is a plus Excellent technical, analytical, and problem-solving skills Excellent communication and interpersonal skills required to manage interactions across a matrix organization operating in CALA as well as all external stakeholders/contacts (including FP&A, Shared Services, CFS and Divisional Management) Ability to set the appropriate financial compliance tone and adherence to company policies and procedures to solve routine problems and exercise independent decision making where necessary. Able to work under pressure, consistently meeting business deliverables and deadlines. Apply Now Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives : www.abbottbenefits.com Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at www.abbott.com, on Facebook at www.facebook.com/Abbott, and on X @AbbottNews. The base pay for this position is $113,300.00 – $226,700.00. In specific locations, the pay range may vary from the range posted.
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Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. Finance Manager CALA Working at Abbott At Abbott, You Can Do Work That Matters, Grow, And Learn, Care For Yourself And Your Family, Be Your True Self, And Live a Full Life. You'll Also Have Access To Career development with an international company where you can grow the career you dream of. Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. An excellent retirement savings plan with a high employer contribution Tuition reimbursement, the Freedom 2 Save student debt program, and FreeU education benefit - an affordable and convenient path to getting a bachelor's degree. A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity This position works out of our Hollywood, FL location in the Structural Heart division. Our business purpose is to restore health and improve quality of life by designing and providing device and management solutions for treating structural heart disease. This position provides financial leadership and oversight to enable execution of a wide range of financial and decision support responsibilities for Abbott Structural Heart across the CALA region. The incumbent will lead and participate in the short- and long-range planning and execution of CALA Structural Heart strategic and tactical initiatives. The position will partner with others across the CALA region, BU functions and Finance functions (such as CFS, Treasury, Global Trade compliance and other corporate functions) across the day to day activities of managing financial performance and enabling delivery of planned results through solid, timely and accurate execution of established strategies and tactics. This position will report directly to the Structural Heart DVP Controller, have significant interaction with CALA management and affiliate teams as well as members of the Structural Heart HQ finance team and corporate functions. Key Success Factors for Role Fiduciary and Stewardship Role Strong P&L management across integrated business. Proactive assessment of likely opportunities / risk and initiate actions to leverage or mitigate where needed. Protects the assets and reputation of the company, maintaining the proper controls, integrity, and accuracy of financial records in compliance with regulations and policy Executive Presence and Leadership Articulates business opportunities, risks and recommendations to senior management. Demonstrates assertiveness and resilience to engage and challenge peers and business leader. Solid communication and interpersonal skills. Driver of Value Creation Ability to create value for Abbott along the end-to-end market channels (value chain.); Ability to leverage external insights and data points (competition, regulation, macroeconomic) to enhance business strategies and tactics. Understanding of the Divisional financial processes and how to leverage within CALA. Insightful, Forward-looking and Forecasting Expertise Proven ability to accurately forecast business results and to diagnose market and competitive trends. Effectively recognize business risks/detect early warnings signs. Ability to link strategy to driven-based forecasting, including development of KPI's to monitor process towards end objectives. Strong analytical skills as well as critical thinking skills to identify and share business implications of financial results What You'll Work On Lead the development, enhancement, and execution of financial planning, forecasting, and performance management processes, ensuring the delivery of timely, accurate, and actionable insights that support effective decision-making by senior leadership. Own and manage the monthly, quarterly, and annual financial close processes, ensuring compliance with Division and Corporate, while maintaining the accuracy and integrity of financial results. Prepare financial analyses, including income statement performance, working capital metrics (DSO, DOH), Capex reporting, and key business drivers, providing recommendations to improve financial outcomes. Ensure all balance sheet accounts are reconciled, reviewed, and supported on a timely basis. Analyzing fluctuations, identifying underlying drivers, and communicating findings and/or corrective actions to CFS. Ensure adequate internal controls are established ensuring compliance with corporate policies, regulatory requirements, and financial governance standards across all countries within the region. Serve as a strategic finance partner to Commercial, Marketing, Supply Chain, Operations, and other cross-functional teams, providing financial guidance on pricing strategies, contract negotiations, business opportunities, investments, and risk management initiatives. Lead the region budgeting, forecasting, and long-range planning processes, including revenue, operating expenses, capex, investments, balance sheet planning, and strategic initiatives. Monitor performance against plans and proactively identify risks and opportunities. Drive financial and business performance analysis to support operational and commercial decision making. Develop, coach, and mentor finance personnel, fostering a high performance culture focused on accountability, continuous improvement, customer service, collaboration, and talent development. Validate and approve quarterly, and annual incentive compensation calculations, ensuring the accuracy of sales performance data, attainment results, commission accruals, and payout amounts. Act as the trusted financial advisor to regional leadership team, proactively challenging assumptions, identifying opportunities for profitable growth, and ensuring that business decisions align with the division's financial objectives and strategic priorities. Required Qualifications Bachelor's degree in accounting, finance or related discipline. Minimum 5 years' experience across the areas of financial reporting, cost accounting, internal controls and procedures, and/or project management. Must have a minimum of 2+ years' experience managing teams (preferably experienced in leading regional teams with remote setup). Professional proficiency in English required. Spanish proficiency is a differentiator. Strong analytical and critical thinking skills with ability to manage complex market dynamics on ongoing basis Experience in developing financial models and scenario planning according to operating needs and growth strategies. Strong leadership competencies to set vision and strategy, build and inspire, know the business, drive for results, make the difficult decisions, and encourage an open transparent environment. Microsoft Excel/PowerPoint skills and previous experience with HFM/Dodeca is a plus Excellent technical, analytical, and problem-solving skills Excellent communication and interpersonal skills required to manage interactions across a matrix organization operating in CALA as well as all external stakeholders/contacts (including FP&A, Shared Services, CFS and Divisional Management) Ability to set the appropriate financial compliance tone and adherence to company policies and procedures to solve routine problems and exercise independent decision making where necessary. Able to work under pressure, consistently meeting business deliverables and deadlines. Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: www.abbottbenefits.com Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at www.abbott.com, on Facebook at www.facebook.com/Abbott, and on X @AbbottNews. The base pay for this position is $113,300.00 – $226,700.00. In specific locations, the pay range may vary from the range posted. For further information, and to apply, please visit our website via the "Apply" button below.
Job Summary Responsible for providing financial expertise, business support and oversight for a designated business area to assist in achieving key objectives. Guides management on financial-related matters and decisions. Manages daily financial inquiries for a designated business area. Contributes to the development and execution of business team priorities by participating in joint issue identification, analysis and resolution. This role is based in our Deerfield, IL office and is on‑site four days a week. Job Responsibilities Partners with business management to maintain a strong understanding of the key business drivers of the assigned area, specific business processes and priorities, and future strategic direction of the assigned area. Collaborates with business management and support teams to ensure strong execution, delivery of customer value and positive business results. Develops and fosters a cross-functional team approach, providing financial management support to all levels of the business team. Leads the preparation of the financial forecasts and budgets, including the identification/quantification of risks and opportunities; involves facilitating the negotiation and agreement of key operational metrics and inputs. Performs periodic analyses of variances as compared to plan, forecast and prior periods. Prepares presentations and documentation of budget and forecast information. Addresses issues with appropriate teams to develop plan of action. Identifies opportunities to improve processes and practices. Works with business and functional teams to develop consistent management reporting and processes. Supports monthly reviews and periodic business planning sessions. Involves evaluating financial and operational results, monitoring data and contributing to the development of key initiatives. Identifies and analyzes various investments and substantiates rationale for projects through business case developments. Directly manages team members including hiring, developing, motivating and directing people as they work, and manages teams indirectly across client and operational organizations (including assisting in the development, training and assignment of work/projects to other members of the team). Participates in medium term and strategic planning for the assigned business area. About Walgreens Founded in 1901, Walgreens (www.walgreens.com) has a storied heritage of caring for communities for generations and proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico, and leading omni channel platforms. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for retail pharmacy and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. Basic Qualifications Bachelor's degree and at least 2 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics OR High School Diploma/GED and at least 5 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics. At least 2 years of experience identifying operational issues and recommending and implementing strategies to resolve issues and problems. At least 2 years of experience in applying analytics principles (Statistics, Mathematics, Operations Research, Business Management, Economics or Finance). At least 2 years of experience with project management (for example: planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives). Experience working as the financial liaison on a business team. At least 1 year of direct leadership, indirect leadership and/or cross- functional team leadership. Willing to travel up to 5% of the time for business purposes (within state and out of state). Preferred Qualifications Master's Degree or MBA Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates. Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font). Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns). We will consider employment of qualified applicants with arrest and conviction records. The Salary below is being provided to promote pay transparency and equal employment opportunities at Walgreens. The actual hourly salary within this range that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: $100000 - $175,000.00 / Salaried
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Financial Manager works within the Finance organization and provides accounting and financial strategic support to business unit leaders. Primary Responsibilities Performs financial analysis and reporting including guidance in areas of forecasting, budgeting, reporting as well as month end close Plans, organizes, and directs the efficient and accurate production of reporting packages as well as support for external filings Ensures the governance activities of the group are followed such as policies and procedures and financial statement control procedures Serves as point of contact for day-to-day activities with either risk, internal audit, external auditors, regulators, or other stakeholders Maintains knowledge of accounting and/or regulatory changes on a wide variety of topics as well as other current events that impact the bank Identifies and implements opportunities for the use of new systems and processes Owns relationships with vendors Oversees the efficient operation and cost-effectiveness of operating systems and programs May lead a small team in the day-to-day activities of the group This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor's degree in Finance, Accounting, or a directly related field Six (6) years of finance experience as well as experience managing groups or functions Preferences Master of Business Administration (MBA) Certified Public Accountant (CPA) as applicable to the group's responsibilities Skills And Competencies Advanced skills in Microsoft Office, particularly Excel and Access Attention to detail and robust documentation skills Excellent communication skills, including presentation of financial analysis and/or results to stakeholders Project management aptitude Strong analytical skills Prior Banking Experience Preferred. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum Job Range Target: $112,349.60 USD Median $151,950.00 USD Incentive Pay Plans This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Regions Center Location: Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Journey with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering unique ways to explore the world. The Royal Caribbean Group has an exciting career opportunity for a full time Manager, Financial Planning & Analysis reporting to the Director of Infrastructure Investments. This position works on-site in Miami, Florida. Position Summary Royal Caribbean is looking for a Manager to join its Infrastructure Investment Finance Group. This role will help lead the core financial planning and analysis function for the group — building and maintaining forecasts, budgets, and management reporting that give leadership a clear, timely view of financial performance and support sound decision-making. This role entails ownership of the annual budgeting process, monthly and quarterly forecasting, variance analysis, and management reporting for the Infrastructure Investment Finance Group's portfolio. The Manager position is responsible for leading and managing a finance team of professionals, driving consistency and rigor in forecasting methodology, developing reporting tools and dashboards, and partnering closely with cross-functional teams to translate operational and investment activity into clear financial narratives for senior leadership. Essential Duties And Responsibilities Inspire and lead a team of finance professionals, fostering a collaborative and high-performance culture. Mentor team members, promoting professional growth and development. Own the annual budget and long-range planning process for the Infrastructure Investment Finance Group, including timeline management, template development, and consolidation of inputs across the team. Lead monthly and quarterly forecasting cycles, ensuring forecasts are timely, accurate, and reconciled to actuals; identify and explain key drivers of variance to plan and prior forecast. Manage concurrently multiple planning and reporting deliverables without compromising quality, by directing the work of analysts, planning around tight timelines, and effectively interfacing with business partners. Develop and maintain management reporting packages, dashboards, and KPI tracking that give leadership a clear, consistent view of financial performance across the portfolio. Provide ad hoc support, financial modeling, and business analysis as requested by senior leadership. Report monthly and annual operating performance at both individual initiative and portfolio level. Maintain the portfolio financial analysis including updating of actual activity, forecasting future performance, and summarizing results for leadership review. Take complex financial and operational data and communicate the key drivers and results in a concise manner, formulating meaningful recommendations for leadership. Partner with Accounting, Corporate Strategy, Corporate Tax, Treasury, and other RCG teams to ensure planning assumptions and financial reporting are consistent and well-supported. Support the internal approval process for selected initiatives by preparing and reviewing financial models, budget-to-actual analysis, and other supporting information for Capital Committee and finance leadership review. Continuously improve forecasting methodology, reporting tools, and financial processes to increase efficiency and accuracy across the team. Performs other duties as required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management. Qualifications, Knowledge And Skills Bachelor's Degree is required/Master's degree desirable. Minimum 6 years' experience in finance with at least 2 years at the management level. Experience in FP&A, corporate finance, or accounting preferred. Strong accounting, analytical, research and financial analysis skills required. Strong financial acumen with deep experience in budgeting, forecasting, and variance analysis. Strong project management skills. Detail-oriented and well organized. Strong background in financial statement analysis. Ability to communicate effectively both verbally and in writing. Ability to adapt to new challenges in a dynamic and fast paced environment while managing multiple projects. Ability to effectively manage time-sensitive, financial, or reporting deadlines that can have a direct impact on the execution of an array of special initiatives. Strong financial modeling, P&L forecasting, and business plan analysis experience. Advanced proficiency in Excel and financial reporting/BI tools (e.g., Power BI, Tableau, or similar) strongly preferred. Excellent writing and presentation creation skills. Excellent organizational, communication and peer management skills. Ability to prioritize deliverables and meet demanding deadlines. Ability to work well within a team-oriented environment and as an individual contributor. We know there's a lot to consider. As you go through the application process, our recruiters will be glad to provide guidance, and more relevant details to answer any additional questions. Thank you again for your interest in Royal Caribbean Group. We'll hope to see you onboard soon! The position is not eligible for work authorization sponsorship. Agency and Third-Party Submissions: Please note this is a direct search by the Company, and applications through agencies and other third parties will not be accepted, nor will fees be paid for unsolicited resumes. Any unsolicited resumes will be considered the Company's property. It is the policy of the Company to ensure equal employment and promotion opportunity to qualified candidates without discrimination or harassment on the basis of race, color, religion, sex, age, national origin, disability, sexual orientation, sexuality, gender identity or expression, marital status, or any other characteristic protected by law. Royal Caribbean Group and each of its subsidiaries prohibit and will not tolerate discrimination or harassment.
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Controller to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. The Controller will play a critical leadership role in managing and strengthening Mission Wealth's accounting function as the firm continues its national growth. This role will oversee accounting operations, financial reporting, internal controls, and the monthly close process, reporting to the Director of Finance and senior leadership to ensure a scalable and disciplined financial infrastructure. Mission Wealth has grown rapidly, and our finance platform is entering a new phase of maturity. The Controller will help modernize our accounting processes, build scalable systems, and support the financial rigor expected of a growing private equity–backed firm. This is not a maintenance role. It is an opportunity to lead and help design the financial infrastructure of a growing national wealth management firm. The Ideal Candidate The ideal candidate will have a bachelor's degree in accounting, 6+ years of progressive accounting experience, and a CPA designation is required. Experience within wealth management, financial services, or professional services environments is strongly preferred. We are looking for someone with deep knowledge of GAAP, financial reporting, and internal controls, strong leadership capabilities, and the ability to partner effectively with finance leadership and cross-functional teams. Key Skills And Requirements Bachelor's degree in Accounting, Finance, or a related field; CPA required 6+ years of progressive accounting experience, preferably in wealth management, financial services, or professional services Strong understanding of GAAP, financial reporting, and accounting controls Experience managing monthly close processes and preparing financial statements Experience with cash flow management and treasury operations Experience working with external auditors, tax advisors, and financial partners Familiarity with cloud-based accounting platforms, CRM systems, portfolio reporting platforms, and expense management systems Strong project management and organizational skills Exceptional communication skills and the ability to partner with internal teams and senior leadership Highly analytical with strong attention to detail and problem-solving abilities Responsibilities Ensure accurate and timely monthly, quarterly, and annual financial reporting and compliance with GAAP Prepare and support financial reporting packages for private equity partners, senior leadership, and lenders, ensuring accurate and timely insights into firm performance, capital structure, and operational metrics Own and manage the monthly close process, including general ledger management, reconciliations, and preparation of financial statements Oversee core accounting operations including accounts payable, expense management, corporate card activity, and related systems Serve as the primary liaison between Mission Wealth and external accounting, tax, audit, and capital partners Maintain capital and equity-related records, including equity administration through Carta and associated financial reporting requirements Develop and maintain internal controls, financial governance processes, and audit documentation appropriate for a growing private equity–backed organization Manage the firm's treasury operations, ensuring disciplined cash management and appropriate liquidity levels Maintain financial schedules supporting bonus programs, equity administration, and organizational planning Lead cross-functional finance initiatives and support the continued build-out of a modern, scalable accounting infrastructure Identify and implement opportunities to improve accounting processes, financial controls, and reporting efficiency You may be the perfect candidate if you: Thrive in a growing, entrepreneurial environment where processes are still being built, refined, and scaled Enjoy rolling up your sleeves and jumping in where needed, while also thinking strategically about how to improve the function long-term Are energized by creating structure, improving controls, and building repeatable processes in a fast-growing business Have a strong ownership mindset and take pride in driving projects to completion with limited handholding Are comfortable working closely with senior leadership, external partners, and cross-functional teams Can balance technical accounting rigor with practical business judgment Communicate clearly, proactively, and professionally, especially when priorities are shifting Want to be part of a collaborative, mission-driven firm where giving back, growth, and excellence are core to the culture Role Details Job Type: Full-time, salaried non-exempt Location: Santa Barbara office Salary: $170,000, plus $30,000 annual bonus paid in quarterly increments Please submit your cover letter and resume outlining your experience within wealth management or financial services. Be sure to share one of your favorite volunteer projects too! Mission Wealth offers a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Come make an impact! This Jobot Job is hosted by: Alec Davis Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Come make an impact with an industry leader! Why join us? Comprehensive Benefits Offering 401(K) Generous PTO Collaborative environment which fosters career advancement Job Details Responsibilities: Overseeing and managing all aspects of our accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting, and Revenue Recognition. Coordinating and directing the preparation of the budget, financial forecasts, and report variances. Preparing and publishing timely monthly financial statements. Coordinating the preparation of regulatory reporting. Researching technical accounting issues for compliance. Supporting month-end and year-end close processes. Ensuring quality control over financial transactions and financial reporting. Managing and complying with local, state, and federal government reporting requirements and tax filings. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls. Participating in ERP implementation projects, providing guidance and expertise on best practices and potential risks. Qualifications: To be considered for the Permanent Controller position, candidates must possess the following qualifications: Bachelor's degree in Accounting, Finance, or related field. CPA or MBA is highly preferred. Minimum of 5 years of experience in a senior-level finance or accounting position, preferably within the manufacturing industry. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations. In-depth experience in ERP implementation, manufacturing accounting, financials, fixed assets, annual budget, and financial statements. High attention to detail and accuracy. Ability to direct and supervise. Strong working knowledge of MS Office, particularly MS Excel. Excellent communication, leadership, and project management skills. Strong analytical and problem-solving skills. Ability to work in a fast-paced environment and manage well through ambiguity and complexity. Join our team and contribute to our company's financial success while advancing your career in a challenging yet rewarding environment. We look forward to receiving your application! Interested in hearing more? Easy Apply now by clicking the "Easy 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 jobot.com/legal. 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: jobot.com/privacy-policy Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
John M. Ellsworth Co., Inc. (JME), headquartered in Milwaukee, Wisconsin, is a leading distributor of premium fluid management products. Since 1974, JME has served industries such as petroleum, chemical, agricultural, oil & gas, sanitary, food & beverage, and fire. Renowned for its unmatched product selection, JME delivers trusted, high-quality equipment, expert customer service, and fast delivery to ensure top customer satisfaction. With 50 years of industry expertise, JME remains an innovative market leader by continually adapting to customer and supplier trends. Our knowledgeable team takes pride in assisting customers in finding reliable solutions tailored to their unique needs. The Controller is responsible for overseeing all accounting operations, financial reporting, budgeting, internal controls, and compliance activities for the organization. This role provides accurate and timely financial information to support strategic decision-making while ensuring the integrity of accounting processes and compliance with applicable regulations. The Controller manages the day-to-day accounting function and serves as a trusted business partner to department leaders across the organization. Essential Duties and Responsibilities: Financial Management & Reporting Direct and oversee all accounting operations, including general ledger, accounts payable, accounts receivable, sales tax compliance in multiple states and municipalities, payroll, fixed assets, and cash management Prepare monthly, quarterly, and annual financial statements and management reports Ensure timely and accurate month-end and year-end close processes Develop and maintain key performance indicators (KPIs) and financial dashboards Internal Controls & Compliance Establish, maintain, and improve internal controls and accounting procedures Ensure compliance with GAAP and applicable federal, state, and local regulations Coordinate annual audits and serve as the primary contact for external auditors Leadership & Team Management Manage and develop accounting and finance staff Provide coaching, performance feedback, and professional development opportunities Foster a culture of accountability, continuous improvement, and customer service Collaborate with leadership to improve financial processes and operational efficiency Qualifications: Education and Experience Bachelor's degree in Accounting, Finance, or related field required 7+ years of progressive accounting and finance experience 3+ years of management experience overseeing accounting personnel Experience in a mid-sized organization ($20M-$100M+ revenue range) preferred Experience leading annual audits and financial statement preparation Knowledge, Skills, and Abilities Strong knowledge of financial reporting requirements Advanced financial analysis, forecasting, and budgeting skills Comfortable operating within a fast-paced business transaction environment utilizing state of the art ERP/accounting systems and financial reporting tools Industrial Supply Distributorship Business experience is beneficial, although not a requirement for this position High level of proficiency with Microsoft Excel Strong organizational and project management skills Excellent verbal and written communication skills Ability to maintain confidentiality and exercise sound judgment Strong leadership and team-development capabilities Experience with ADP and Acumatica is a plus Benefits : 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Referral program Vision insurance Ability to Commute: In person, Milwaukee, WI 53224 (Required) Compensation: Salary Range $120k-$140k Job Type: Full time