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U.S. Private Bank - Private Banker - Vice President
Testing Site - JPMC
san antonio, tx
Compensation: 110.000 - 140.000

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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Strategic Director, Student Accounts & AR Leadership
Palm-Beach-Atlantic-University
west palm beach, fl
Compensation: 110.000 - 160.000

Palm Beach Atlantic University is seeking a Director of Student Accounts to lead all student accounts operations, including billing, receivables, payment processing, collections and reporting. The role partners with Financial Aid, Enrollment, Registrar and IT to ensure accurate records, regulatory compliance and an exceptional student financial experience.

Responsibilities include setting goals, monitoring service standards, implementing process improvements, managing refunds and third-party

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Aimbridge Corporate - Director Corporate Accounting
Aimbridge Hospitality
plano, tx
Compensation: 120.000 - 170.000

Aimbridge Corporate - Director Corporate Accounting

Schedule Full time

Job Type Permanent

Description

Manage Aimbridge accounts receivable, corporate accounting, financial statement preparation and management. Management-level associates are expected to work as much of each workday as is necessary to complete their job responsibilities; for OEM associates, overtime does apply and is calculated accordingly.

QUALIFICATIONS:

  • Bachelors degree in Accounting or Finance with at least 5 years of hands-on accounting managerial experience is required.
  • Hospitality and/or Real Estate accounting experience is preferred.
  • Public accounting experience is preferred.
  • CPA certification is required.
  • Proficient with general ledger systems, MS Excel and other analytical tools.
  • Highly motivated individual that works well in a fast-paced environment.
  • Strong managerial and organizational skills.
  • Strong critical thinking/analytical ability and problem-solving skills.
  • Ability to communicate technical accounting issues with senior executives and/or external auditors.

RESPONSIBILITIES:

  • Oversee the consolidated month-end close process, which includes consolidation of foreign operations, preparation of consolidated financial statements and select balance sheet reconciliations.
  • Ensure Company financial records are maintained in compliance with Company policies and US GAAP.
  • Review monthly balance sheet and income statement variance analysis of actual vs budget/forecast/prior year/prior month.
  • Produce monthly consolidated GAAP financial statements and supporting schedules.
  • Assist Finance team with financial statements and support to comply with quarterly lender reporting requirements.
  • Monitor to ensure that internal controls, policies and procedures are followed.
  • Proactively identify and implement process improvements to increase accuracy and efficiency.
  • Coordinate with Aimbridge external auditors on the annual audit of the books and records of the company. Respond to Auditor inquiries completely, accurately and timely.
  • Hire, develop, retain and direct high-performing team members in a manner that promotes trust and collaboration and consistently achieves business goals.
  • Demonstrate leadership and management in a manner that positively motivates and supports company values, policies and ethical procedures.
  • Create an environment that allows for creativity and fosters independent thinking.
  • Proactively establish priorities and ensure consistent and timely follow through.

PROPERTY INFORMATION:

At Aimbridge, hospitality is at the heart of everything we do. As the world's leading global hospitality management company, we are dedicated to being the most trusted hotel operator and employer in the industry. With a portfolio of over 80 respected hotel brands and a commitment to creating exceptional guest experiences, we focus on strong relationships with our partners and creating a strong culture for our team members. Join us in setting the new standard for hospitality excellence, where trust is the foundation of our success story.

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J.P. Morgan Wealth Management – Private Client Advisor - Moline, IL
Testing Site - JPMC
moline, il
Compensation: 90.000 - 160.000

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.


As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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Controller
The Whitaker Group
matthews, nc
Compensation: 110.000 - 160.000

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Controller

Full Time Matthews, NC, US

About Company:

The Whitaker Group is always looking for talented individuals that are willing to push the boundaries of creativity –– thinkers, strategists, photographers, sales, marketers, and computer savvy designers that are not afraid to challenge the status quo. The culture we cultivate welcomes innovation through creativity and promotes teamwork.

About the Role:

The Controller plays a critical leadership role in overseeing the financial operations and reporting of the organization to ensure accuracy, compliance, and strategic financial management. This position is responsible for managing accounting functions, including general ledger, accounts payable and receivable, payroll, and financial statement preparation. The Controller collaborates closely with executive leadership to provide insightful financial analysis and support budgeting, forecasting, and long-term financial planning. Ensuring adherence to regulatory requirements and internal controls is a key aspect of this role, safeguarding the organization's financial integrity. Ultimately, the Controller drives financial efficiency and transparency, enabling informed decision-making that supports the company’s growth and sustainability.

Minimum Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Minimum of 5 years of progressive accounting experience, including supervisory responsibilities.
  • Strong knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.
  • Proficiency with accounting software and Microsoft Excel.
  • Experience preparing financial statements and managing month-end and year-end close processes.

Preferred Qualifications:

  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation.
  • Experience with ERP systems such as SAP, Oracle, or NetSuite.
  • Quickbooks
  • Previous experience working in a Controller role or senior accounting leadership position.
  • Advanced skills in financial modeling, budgeting, and forecasting.
  • Familiarity with tax regulations and compliance requirements relevant to the United States.

Responsibilities:

  • Manage and oversee all daily accounting operations including accounts payable/receivable, general ledger, and bank reconciliations.
  • Prepare and present accurate monthly, quarterly, and annual financial statements and reports in compliance with GAAP and regulatory standards.
  • Coordinate and lead the annual budgeting and forecasting processes in collaboration with department heads and senior management.
  • Ensure compliance with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
  • Develop and maintain internal control policies and procedures to safeguard company assets and ensure financial data integrity.
  • Supervise, mentor, and develop accounting staff to enhance team performance and professional growth.
  • Collaborate with external auditors during audits and implement audit recommendations to improve financial processes.
  • Analyze financial data to identify trends, variances, and opportunities for cost savings and operational improvements.

Skills:

The Controller utilizes strong analytical and organizational skills daily to manage complex financial data and ensure accuracy in reporting. Effective communication skills are essential for collaborating with executive leadership, department managers, and external auditors to convey financial insights and recommendations clearly. Leadership and team management skills are applied to guide and develop accounting staff, fostering a productive and compliant work environment. Proficiency in accounting software and advanced Excel functions enables efficient handling of financial transactions, reconciliations, and reporting. Additionally, problem-solving skills are critical for identifying financial discrepancies, implementing controls, and optimizing financial processes to support strategic business objectives.

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Finance Manager, AWS Data Center Planning and Delivery
Amazon Inc.
dallas, tx
Compensation: 95.000 - 163.000

Finance Manager, AWS Data Center Planning and Delivery

Job ID: | Amazon.com Services LLC

Amazon has a history and tradition of leading the world in Web-related technologies and services. The Harris Poll recently found Amazon to be the most trusted company in the United States, with products and services ranked over Apple and Google. One of those products is Amazon Web Services (AWS). Since early 2006, AWS has provided companies of all sizes with an infrastructure platform in the cloud.

On the AWS Finance team you are surrounded by people that are exceptionally talented, bright, and driven, and believe that world class support is critical to customer success. To support this quickly growing business, you must be highly analytical and possess a strong passion for analytics and accountability, setting high standards, and razor-sharp accuracy. We take working hard, having fun, and making history seriously and you should too!

This role is on the AWS Infrastructure team. We provide end-to-end financial support driving AWS to be the low cost provider in Cloud computing and leader in customer experience. This includes supporting business owners in building, operating and innovating our Cloud data centers. We support operations, business development, and engineering. You should be passionate about producing financial analysis enabling management to make breakthrough decisions, drive cash flow, and ultimately delight our customers.

Specifically, we are looking for a Finance Manager to join our worldwide Data Center Innovation Finance (DCIF) team. The DCIF team supports the Data Center Engineering team, responsible for designing and building data center capacity, and includes functions like procurement & supply chain, infrastructure energy, construction and design engineering. This role mainly collaborates with construction and design engineering.

Key job responsibilities

  • Serve as the key business partner to the Design Engineering, Innovation and Controls teams working directly with AWS senior management and other internal stakeholders to provide financial recommendations on electrical and mechanical innovations that should be included in the next generation of data center designs.
  • Develop ad-hoc business analysis and present recommendations to AWS senior management around design changes introduced to Colocation facilities and the DC capital improvement process.
  • Manage the financial planning and analysis effort and forecast various metrics for financial risks and opportunities.
  • Report on the financial performance and lead in the preparation of weekly, monthly and annual financial review.
  • Monitor compliance with controls and systems, and developing new processes and controls to support the fast-growing, global AWS business.

The DC Innovation Finance team is made up of subject matter experts for specific engineering or generational design fields that partner with the business to optimize the design of our DCs. As such, the team is known for having vast knowledge around engineering decisions that ultimately allows AWS to offer competitive prices to our customers.

Basic Qualifications

  • 5+ years of finance, accounting, or related analytical field experience
  • Bachelor's degree in business, finance, accounting, tax, economics, or a related analytical field
  • 5+ years of dissecting financial data and identifying patterns that support business strategy experience
  • 5+ years of leading cross-functional initiatives that drive financial performance and strategy experience

Preferred Qualifications

  • 6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience
  • 6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience
  • MBA, or CPA
  • Knowledge of SQL/ETL
  • Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
  • Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results
  • 6+ years of applying key financial performance indicators (KPIs) to analyses experience
  • 6+ years of building financial and operational reports/data sets that inform business decision-making experience
  • 6+ years of creating process improvements with automation and analysis experience

Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.

Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.

The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at

USA, TX, Dallas - 95,400.00 - 163,200.00 USD annually

USA, WA, Seattle - 95,400.00 - 163,200.00 USD annually

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Accountant, Spend Controllership
Google LLC
mountain view, ca
Compensation: 105.000 - 151.000

X Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Mountain View, CA, USA; Sunnyvale, CA, USA .

  • Bachelor's degree in Accounting or Finance, or equivalent practical experience.
  • 4 years of experience in accounting or a related function, or 1 year with an advanced degree in accounting, business, or finance.
  • Certified Public Accountant (CPA) or Chartered Accountant (CA).

Preferred qualifications:

  • Experience managing project planning, status reporting, timeline estimation, issue tracking, meeting facilitation, and project documentation.
  • Ability to propose next steps and roadblock solutions and anticipate questions and challenges early, manage time, and follow work plans.
  • Ability to have strong attention to detail, organizational skills and focus on continuous improvement.
  • Ability to have a collaborative style and work with cross-functional and international teams.
  • Excellent problem solving skills and ability to communicate effectively with executive management.

About the job

Google accountants are a savvy bunch who handle the core accounting responsibilities at Google. You know your accounting principles and the full accounting process end to end. You'll advise on financial reports required by governmental regulations, and review, analyze, and interpret financial and budgetary reports. Every day is a new challenge, and you're continually looking for ways to help our team become more efficient and effective. A team player at heart, you collaborate with our global team, advocate best practices and pitch in where needed. You move fast while keeping your attention to detail, and you tap into your problem-solving skills to support business objectives.
You'll lead an accounting process from end-to-end. Other responsibilities include reconciling balance sheets and P&L accounts, and providing supplementary financial information for internal and external reports.

The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Individual pay is determined by factors including job-related skills, experience, and relevant education or training.

About the job

Google accountants are a savvy bunch who handle the core accounting responsibilities at Google. You know your accounting principles and the full accounting process end to end. You'll advise on financial reports required by governmental regulations, and review, analyze, and interpret financial and budgetary reports. Every day is a new challenge, and you're continually looking for ways to help our team become more efficient and effective. A team player at heart, you collaborate with our global team, advocate best practices and pitch in where needed. You move fast while keeping your attention to detail, and you tap into your problem-solving skills to support business objectives.
You'll lead an accounting process from end-to-end. Other responsibilities include reconciling balance sheets and P&L accounts, and providing supplementary financial information for internal and external reports.

The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Individual pay is determined by factors including job-related skills, experience, and relevant education or training.

US: $ - $ (USD) + 15% bonus target + equity + benefits

Learn more about benefits at Google .

  • Identify and mitigate financial risks associated with new changes to existing processes.
  • Provide financial records and supporting documentation to auditors, and assist with the development of process cycle memorandums and procedural walk-throughs.
  • Use data to extract meaningful insights and monitor the performance of different areas of a business.

Google is proud to be an equal opportunity and affirmative action employer. We are committed to building a workforce that is representative of the users we serve, creating a culture of belonging, and providing an equal employment opportunity regardless of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. See also Google's EEO Policy , Know your rights: workplace discrimination is illegal , Belonging at Google , and How we hire .

Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.

Equity is granted exclusively and discretionarily by Alphabet Inc. on the basis of an agreement concluded between you and Alphabet Inc. Alphabet Inc. is your sole contractual partner with respect to equity grants. GSU grants are not guaranteed, are discretionary, are subject to approval by the Alphabet Inc. board of directors or its delegate, the terms of the relevant Alphabet Inc. stock plan, and your grant agreement. They have no impact on statutory payments. Current or past grants do not confer an acquired right.

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Nonprofit Controller for Early Childhood Programs
SouthSide Early Childhood Center
st. louis, mo
Compensation: 110.000 - 150.000

SouthSide Early Childhood Center in St. Louis, Missouri seeks a Controller to lead accounting and financial management.

This hands-on role combines daily operations with budgeting, forecasting, grant accounting, and financial analysis to support mission-driven programs. Reporting to the Executive Director, you will partner with leadership, program and development staff, and external accountants to deliver timely reports and translate numbers into actionable guidance for diverse stakeholders.

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Finance Manager - Data Center Planning & Delivery
Amazon Inc.
dallas, tx
Compensation: 95.000 - 163.000

Amazon is seeking a Finance Manager for AWS Data Center Planning and Delivery to drive financial planning and analysis for data center designs and initiatives. You will partner with Design Engineering, Innovation and Controls teams, provide recommendations, and forecast financial risks and opportunities.

You will lead budgeting, forecasting, and monthly/annual reviews, while ensuring compliance with controls and building scalable processes for a fast-growing, global business.

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VP, Commercial Banking - Emerging Middle Market Growth
Testing Site - JPMC
plano, tx
Compensation: 110.000 - 170.000

Testing Site - JPMC is seeking a Commercial Banker in the Emerging Middle Market Banking space to serve as the focal point for client acquisition and ongoing relationships. The role focuses on growing and retaining profitable relationships within the Emerging Middle Market, typically targeting companies with $20M–$100M in annual revenues.

The candidate will work both independently and with internal partners to introduce comprehensive solutions, build strong ties with CEOs and CFOs, and stay

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Supervisor - Financial Reporting - 2610003427
Patriot Advertising Sourcing Solutions
dallas, tx
Compensation: 110.000 - 165.000

Job Description

Essential Duties & Responsibilities:

  • Manage the preparation and review of monthly parent company consolidated financial statements.
  • Manage the preparation and review of quarterly and annual SEC filings.
  • Identify and implement best practices for GAAP and SEC reporting requirements.
  • Manage the monthly close process and review of lower-level reporting consolidations.
  • Perform research to ensure compliance with GAAP and SEC reporting requirements.
  • Assist with annual audit and quarterly reviews
  • Manage the preparation and review of joint venture quarterly and annual reports.
  • Manage and perform special projects as assigned.

Required Education/ Minimum Level:

  • Bachelor's degree in accounting, finance, or related field or equivalent work experience
  • CPA designation required and MBA preferred

Experience:

  • 8 years of relevant industry or public accounting experience
  • Prior supervisory experience.
  • Experience in the energy industry is a plus.
  • Strong knowledge of US GAAP
  • Solid time management skills; ability to handle multiple projects, meet deadlines and function independently and efficiently in a fast-paced environment.
  • Strong attention to detail.
  • Problem solving with ability to recognize issues and deal with them directly.
  • Personable, positive and enthusiastic attitude with capability to deal effectively with people. Ability to communicate clearly, verbally and written.
  • Excellent organization skills and work habits.
  • Sense of initiative with desire to become truly involved in the business.
  • Flexibility with ability to work in a team setting supporting several people.

Software Knowledge:

  • Microsoft office applications.
  • SAP and BPC knowledge preferred
  • Wdesk knowledge preferred

EOE

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Financial Advisor with Athletic Background
Striano Financial Group
boca raton, fl
Compensation: 76.000 - 193.000

Benefits:

  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team with Striano Financial Group of Northwestern Mutual!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Striano Financial Group of Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why this career could be ideal for athletes:

  1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual:

Our office is located at: 1515 S Federal HWY Suite 208 Boca Raton, FL 33432

Peter Striano, Managing Partner (MP):

  • Time with NM: Since 1992.
  • Prior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner.
  • Passionate About: His faith and community involvement, including supporting organizations such as Our Fathers House Soup Kitchen.

Renata Carvalho, Managing Director (MD):

  • Time with NM: Since 2019.
  • Prior Experience: Economist with an Executive MBA from Florida Atlantic University and extensive experience in global business management across financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives.
  • Passionate About: Advocating for immigrants, women, and minorities, fostering inclusivity and equality, supporting the LGBTQ+ community, golfing, and helping individuals pursue personal and financial growth opportunities.

Linda Buccilli, Managing Director (MD):

  • Time with NM: Since 2011.
  • Prior Experience: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. She currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors.
  • Passionate About: Long Term Care education and planning, spending time with family and friends, supporting her community through the Boys & Girls Clubs of Broward County, and advocating for client financial security through holistic planning.

What We Value:

  • Predictable growth and performance-based results.
  • A collaborative, high-support team environment.
  • Full training across the business development process.
  • Proven systems, technology, and operational support.
  • Leadership opportunities and strong work-life balance.

Candidate Characteristics

  • Take ownership and responsibility
  • Strong communicators who enjoy helping others make confident decisions
  • Team-oriented, driven, and growth-minded
  • Service-focused with integrity and professionalism

Position Responsibilities:

  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team..

Position Requirements:

  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Bachelors Degree is preferred.
  • Willingness to obtain needed licenses, support provided by NM.

Position Perks:

  • Performance-based compensation with uncapped earning potential:
    • Average vs Top 25%
    • Year 1 | $76,000 - $193,000
    • Year 3 | $103,000 - $202,000
    • Year 5 | $139,000 - $289,000
    • Year 10 | $234,000 - $490,000
    • Year 15 | $341,000 - $790,000

Benefits:

  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
  • Ongoing professional development
  • Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Peter Striano is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

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Senior EPC Cost Controller & Finance Liaison
Fermi America
dallas, tx
Compensation: 120.000 - 150.000

Fermi America seeks a Senior EPC Cost Manager to bridge project cost execution with corporate finance. You will reconcile commitments, accruals, actuals, and EAC forecasts with the general ledger and reporting, ensuring alignment with budgets and controls.

You will standardize cost coding, map WBS/CBS to COA across Oracle Unifier and Oracle Fusion, consolidate multi-project data for executives, and support month-end close with accurate accruals and cost transfers.

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Director of Finance | Mesa Convention Center
ASM Global
mesa, az
Compensation: 120.000 - 170.000
## Director of Finance | Mesa Convention CenterApply: West Conshohocken, PA: Full time: Posted 4 Days Ago: R **THE ROLE:** **DIRECTOR OF FINANCE****LOCATION: MESA, AZ****ABOUT LEGENDS GLOBAL**Legends Global is the premier partner to the world’s greatest live events, venues, and brands. We deliver a fully integrated suite of premium services through a white-label model that keeps our partners front and center — from feasibility and project development to sales, partnerships, hospitality, merchandise, venue management, and world-class content and booking.With a global network of more than 450 venues, hosting 20,000 events and welcoming 165 million guests annually, Legends Global brings unmatched scale, expertise, and connectivity to help our partners grow. The Legends Global Way guides how we operate: Align, Scale, Connect, Team, Win — shared success, repeatable systems, connected solutions, unstoppable teams, and wins that are earned every day.**WHAT YOU’LL DO (KEY RESPONSIBILITIES & OUTCOMES)*** Assists in the development and implementation of facility goals and priorities relating to financial management, budget, accounting, purchasing, and/or payroll in compliance with State and Federal law, and Legends Global policies and procedures.* Responsible for full cycle accounting processes including but not limited to preparing, directing and approving activities around Accounts Payable, Accounts Receivable, General Ledger and balance sheet reconcilations.* Monitors Legends Global compliance with all financial provisions of the management contract.* Maintains contact with Legends Global's Risk Management Department as needed.* Reviews all contracts for events prior to billing or preparing settlements. Reviews contracts for General Manager when needed for various items.* Hold financial responsibility for hospitality food and beverage operations, including revenue and cost controls, margin analysis, and vendor/pricing oversight to protect profitability.* Conduct regular food and beverage inventory audits, reconcile variances, and partner with operations leadership to address shrinkage and strengthen inventory controls.* Reviews and/or prepares event settlements.* Reviews and/or executes all checks and deposits; reviews daily cash receipts and disbursements.* Monitors and projects daily cash flow; invests excess cash as needed via sweep account, if applicable.* Reviews all purchasing of capital assets, office supplies and facility supplies by signing purchase requisitions prior to purchase of item.* Develop and implement all financial reporting, including:* Prepares financial statements for the Client and Legends Global Corporate, and other financial reports, including monthly statements, rolling forecasts, Annual Budgets and year-end closeout.* Directs the installation and maintenance of accounting records to show receipts and expenditures.* Directs the maintenance of general and subsidiary ledgers, accounts receivable, revenue distribution, depreciation, cost, property, and operating expenses, and insurance records.* Analyzes financial performance and cost analyses for all departments; prepares monthly financial statements, recommends appropriate actions/changes in order to meet business goals.* Prepares statements and reports of estimated future costs and revenues.* Directs internal audits involving review of accounting and administrative controls when necessary.* Coordinates preparation of Client or external audit materials and financial reporting; implements recommendations of Client as requested.* Coordinates year-end report of fiscal performance for the General Manager's report.* Directs the installation and maintenance of any new accounting, timekeeping, payroll, inventory, property, and other related procedures and controls.* Reviews of financial statements with management personnel.* Manages the Finance and Box Office departments. This position is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with Legend Global's policies and applicable laws. Responsibilities include interviewing, hiring, training employees, planning, assigning, leading work direction, appraising and rewarding/correcting performance, disciplining employees in conjunction with Human Resources, addressing employee complaints and/or issues with an appropriate resolution.**WHAT YOU BRING (QUALIFICATIONS & EXPERIENCE)**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. Must have extensive knowledge of general and cost accounting. Must have excellent math skills; high aptitude for figures, excellent communication and interpersonal skills, excellent time management skills, ability to multi-task as needed and organizational ability. Ability to work with and maintain highly confidential information required. Requires ability to work flexible and extended hours, including nights, weekends and holidays, in addition to normal business hours. Ability to prioritize multiple projects and meet strict deadlines, work under minimal supervision and must have professional attitude and appearance. Some travel is required.**Education and/or Experience:*** B.S. in Accounting or Finance from a four-year college or university* 5 to 7 years experience in public accounting and/or financial management at a supervisory level or as department head**Skills and Abilities:** * Excellent organization skills* Excellent time management skills* Ability to prioritize and to handle multiple projects simultaneously* Good written, verbal and interpersonal skills required; ability to interact with all levels of staff including management* Ability to effectively supervise staff* Professional presentation, appearance and work ethic**Certificates, Licenses, Registrations:**CPA is preferred.**WORK ENVIRONMENT*** **Onsite – Mesa, AZ**At Legends Global, our people power every success. You’ll work alongside exceptional talent, learn from world-leading experts, and contribute to projects that set the standard across sports, entertainment, hospitality, and live experiences. If you’re driven to operate at the highest level, build with purpose, and help partners win on the biggest stages, you’ll thrive here.**COMPENSATION**This position offers a competitive salary commensurate with experience, skills, and qualifications. Legends Global offers a competitive total rewards package, including medical, vision, dental, life and disability insurance, paid vacation, and 401k plan.**DEPARTMENT**Finance**REPORTS TO**General Manager
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Market Risk Advisor - Energy Trading, Flexible Hours
Exxon Mobil Corporation
spring, tx
Compensation: 110.000 - 140.000

Exxon Mobil Corporation is seeking a Market Risk Analyst to monitor trading activities for compliance with Market Risk Management policies and to develop tools for Global Trading. You will identify, measure, and report risk exposures for the portfolio, advising senior management on risk appetite and mitigation strategies.

You will be a liaison to front-office and other stakeholders, perform daily risk processes, and build out advanced reporting tools.

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Treasury Manager: Liquidity, Cash Forecasting & Banking
Aventiv-Technologie
plano, tx
Compensation: 120.000 - 170.000

Aventiv is seeking a Treasury Manager to oversee banking relationships, cash forecasting, liquidity planning, and treasury operations. You will report to the CAO and lead the treasury team while partnering with Accounting, FP&A, Legal, Tax, and external banks to support enterprise priorities.

Ideal candidates have 8+ years in finance or treasury, strong Excel and ERP experience, and a proven ability to implement treasury systems and controls.

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Senior Planning Lead Analyst
Vistra Corp.
irving, tx
Compensation: 110.000 - 140.000
Senior Planning Lead Analyst page is loaded## Senior Planning Lead Analystlocations: Davis-Bessetime type: Full timeposted on: Posted Yesterdayjob requisition id: If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online.**Job Summary**This position will be responsible for coordination of financial planning and analysis for generation support organizations and assisting financial planning and analysis for operating sites as needed.**Job Description**## Key Accountabilities* Leads the financial projection, analysis, long-range planning and ad hoc financial and operational reporting processes for support organizations including generation services, environmental and safety, supply chain, generation leadership and operating sites* Leads the development / utilization of planning tools and processes to coordinate capital, O&M cost tracking and reporting* Works closely with the operation team, development team and other members with FP&A to understand variance in costs; Actively monitors actual results compared to plan, projection, and prior year for their region to ensure targets are met or exceeded* Works closely with leaders from each function group supported to summarize financial results, provide corrective action as needed and support ad-hoc & strategic analysis, including quarterly business reviews for regional managers and/or other periodic performance updates as needed* Pay invoices not managed by Accounts Payable## Education, Experience & Skill Requirements* Bachelor's degree in business, finance, accounting, economics or other related analytical discipline* 5+ years finance work experience in a dynamic and analytical environment* 2+ years experience in analytics or finance within the generation business (fossil, mining, solar, battery, wind)* Strong ability to analyze large data sets, summarize and communicate/present effectively* Strong communication skills## Key Metrics* Ensure monthly projections are done timely and accurately* Ensure monthly attribution is done timely and accurately* Respond to ad hoc requests on a timely manner#LI-Hybrid#LI-ND1**Job Family**Finance**Company**Vistra Corporate Services Company**Locations**Davis-BesseOhio### *We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today!*### ***If you currently work for Vistra or its subsidiaries, please apply via the internal career site.*****It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws.****If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at to make a request.**Vistra's hardworking team is committed to its purpose, \"lighting up lives, powering a better way forward\" and is guided by four core principles: we do business the right way, we work as a team, we compete to win, and we care about our stakeholders, including our customers, our communities where we work and live, our employees, and our investors. Learn more about how Vistra is powering a better way forward at.
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Financial Controller - Budgeting & Analytics
Magna-International-6df39721
mesa, az
Compensation: 105.000 - 145.000

Magna Steyr in the United States (Mesa, AZ) seeks an Assistant Controller to drive financial planning, reporting, budgeting and internal controls within a global engineering environment.

You will partner with cross‑functional teams to ensure accurate month-end close, variance analysis and capital management. A Bachelor's in finance or related field and at least 5 years in financial controlling or accounting are required; advanced Excel and experience with SAP/Power BI are highly desirable.

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Senior Associate: Generative AI Data Scientist
Capital One Group
plano, tx
Compensation: 123.000 - 141.000

Capital One in Plano, TX is seeking a Senior Associate Data Scientist in Applied AI to deliver Generative AI solutions for financial services. You will collaborate with cross-functional teams to translate complex models into business impact.

You will design and deploy end-to-end AI solutions using Python, PyTorch, LangChain, AWS, Spark, and vector databases, tackling RAG pipelines, context engineering, and model evaluation.

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Mortgage Loan Officer
Hapo-Community-Credit-Union-1
yakima, wa
Compensation: 36.000 - 250.000

HAPO Community Credit Union is an organization that believes in providing service that focuses on our members and giving back to the communities in which we do business - "Community" is our middle name. Our Standard of Service is to Defy Expectations. We promote individuality and encourage our employees toDefy Expectations®: To treat every situation as a unique opportunity to be in the moment and go beyond what is expected. We value every member and appreciate the opportunity to serve you.

Come defy expectations with us!

  • No cost premium health insurance for employee and their eligible dependents, including medical, dental and vision
  • Accidental death and dismemberment insurance
  • Long term and Short term disability

HAPO Professional Benefits

  • Competitive pay
  • Pension Plan
  • 401K program with match
  • Flexible spending account (medical and dependent care)
  • 0% interest on select personal loans

HAPO Personal Benefits

  • Employee Assistance Program (EAP)
  • Paid time off
  • 11 paid holidays per year
  • Paid Birthday day off
  • HAPO Anniversary day off
  • Volunteer Opportunities (Both Paid and Volunteer)
  • Employee Milestone Anniversary Bonus
  • Tuition Assistance Program

HAPO is now accepting applications for a Mortgage Loan Officer in Yakima, WA . We are seeking an individual who is ambitious, self-motivated and who strives to represent HAPO’s core commitment “Be in the Moment” and standard of service “Defy Expectations” with our members, community as well as the team they are a part of. TheMortgage Loan Officer (MLO) is responsible for proactively soliciting new residential mortgage business and selling HAPO Mortgage products to meet established loan quality and production goals. They must seek out clients, which requires developing relationships with real estate companies and other sources that can refer prospective applicants. This individual will be responsible for originating new mortgage loans by providing exceptional customer service to our membership while communicating to all parties involved in the loan process.

Essential Job Functions include but are not limited to:

Develop and Maintain successful relationships with business referral sources, existing and prospective HAPO Members.

Provide complete loan applications package to processing department.

Ensure exceptional customer experience by overseeing loan process from origination to close and provide on-going communication to members and business partners.

Maintains confidentiality of all corporate, personnel and research matters.

Decisions and actions in work relations and handling of business issues demonstrate consistent commitment to openness, honesty, mutual respect and shared success.

Consistently reliable.

Consistently treats others with respect for their capabilities and deals with them in ways that build and preserve working relationships.

Maintains a broad and current knowledge base of the mortgage industry. Understands the impact of developments and trends on the industry and the organization.

Understands the importance of meeting and completing all tasks with in the set and regulated guidelines throughout the entire Mortgage process.

Develop Business Referral Network through Marketing, cold-calling, prospective and networking activities. Participate in community efforts to promote home ownership.

Meet with prospective borrowers, Review / Analyze credit and financial data, Determine borrower financial objective and goals, present appropriate products and programs and explain guidelines.

Apprise of pricing and lock rate as required.

Identify appropriate cross sell opportunities.

Collect supporting loan documents as required and upload complete application package to lender partners.

Work with processing department to ensure that all loan conditions are met in a timely manner.

Requirements:

High School Diploma or General Education Development (GED) certificate.

Minimum of two to four year college degree with business administration/finance exposure preferred.

Must be able to have an active Nationwide Mortgage Licensing System (NMLS) license/registration with HAPO as the sponsoring company.

Travel is required

Location:

On-Site, Yakima (WA)

Schedule:

Must be able to work 35-40 hours a week between the hours of 8:30am – 5:30pm M-F

Starting Annual Salary: Base of $36,000

+ Commission. (Average annual income including Base + Commission = $125,000 – 250,000+)

HAPO is an equal opportunity employer that values employees and supports an organizational culture of diversity, respect and personal and professional growth.

*Please note that only candidates selected to move forward in the interview process will be contacted. Thank you for your understanding.

Job Info

  • Job Identification 612
  • Posting Date 10/05/2026, 07:57 PM
  • Apply Before 10/27/2026, 01:00 AM
  • Job Schedule Full time
  • Locations 7601 W Clearwater Ave, Kennewick, WA, 99336, US
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Standalone Residential Finance Lead (HOA)
Rosewood Hotel Group
dallas, tx
Compensation: 110.000 - 170.000

Rosewood Hotel Group seeks a Senior Manager, Standalone Residential Finance & HOA to drive financial governance and operational readiness for a growing portfolio of standalone residential properties and HOA entities.

You will partner with Senior Director, Residential Finance, Global, to build the financial infrastructure, reporting frameworks, and controls from development through stabilization and ongoing operations.

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