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Strategic Director of Finance — Education & Endowment Steward
Carney, Sandoe & Associates
austin, tx
Compensation: 125.000 - 150.000
An education recruitment firm is looking for an experienced Director of Finance in Austin, TX. This role involves overseeing accounting systems, ensuring compliance with regulations, and managing cash and investment accounting. The ideal candidate will have a Master's degree in Business/Accounting, along with five to ten years of relevant experience. Strong knowledge of accounting standards, excellent communication skills, and proficiency in financial management tools like Blackbaud products are essential. This position offers an opportunity to contribute to the mission of an independent school.
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Senior Brand Analytics: Insights That Drive Growth
Royal Caribbean Group
miami, fl
Compensation: 125.000 - 150.000
A leading cruise line company in Miami is seeking a Senior Analyst in Brand Analytics. This role fundamentally influences commercial decision-making for the Silversea brand by developing processes for data analysis and reporting. Candidates should possess strong analytical skills, experience in financial modeling, and an ability to communicate insights effectively. The position requires onsite work and offers a vibrant work environment and competitive compensation.
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Tax Manager, Partnerships: PE‑Focused Growth & Leadership
BDO USA
walnut creek, ca
Compensation: 125.000 - 150.000
A leading tax advisory firm seeking a Tax Manager, Partnerships to guide clients on tax implications and partnership-specific items. The role involves maintaining client relationships, supervising teams, and developing efficient tax strategies. A Bachelor’s degree is required, along with five years of tax experience and partnership expertise. Competitive salary range of $79,800 – $168,000, based on experience. The firm fosters a culture of individuality and growth, offering meaningful career opportunities.
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Global Brand Analytics Lead — Data-Driven Insights
Royal Caribbean Group
miami, fl
Compensation: 125.000 - 150.000
A leading cruise vacation company in Miami is seeking a Senior Analyst, Brand Analytics to drive commercial decision-making for the Silversea brand. The ideal candidate will develop data collection processes, conduct scenario analysis, and mentor junior analysts. A collaborative mindset and strong analytical skills are essential, along with a Bachelor's degree in a related field and at least three years of relevant experience. This role offers a competitive compensation package and excellent career development opportunities.
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Strategic Director, Operational Finance & Supply Chain
Four Hands
austin, tx
Compensation: 125.000 - 150.000
A leading furniture design company in Austin, Texas, is seeking a Director of Operational Finance. This pivotal role involves leading a high-impact finance team while collaborating closely with executive leadership to align financial planning and performance management with operational functions. The ideal candidate will have over 10 years of finance experience, strong analytical skills, and a background in manufacturing or distribution. This position offers opportunities for professional growth and a competitive salary.
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Financial Advisor
Norman Alex
boston, ma
Compensation: 125.000 - 150.000

We are recruiting for a top tier advisor/team in the greater Boston market.

If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could be your new home.

Qualifications

  • A global book of clients from $1500MM - $2BBMM+ in assets.
  • Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
  • Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor).
  • Ensure that the proposed solutions maximize the clients needs, goals and objectives.
  • The candidate's performance will be measured by objectives using specific financial and client satisfaction objectives.
  • Significant experience in Wealth Management working with HNW/UHNW individuals and families.
  • Proven track record in prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
  • Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your practice and deepen existing relationships>Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.
  • Strong team building skills; views team concept as critical to model.
  • Full lending, credit, mortgage and all private bank offerings for your clients - don't lose the revenue
  • Best deal bonus, grid pay-out, platform and work culture in the market
  • Referrals from the private bank

Call me today to discuss today's market and other opportunities: Michael Hubbard @ 305/ or email me at:

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Licensed Mortgage Loan OfficerHybrid | High-Volume Opportunity
Nextgen Mortgage, Inc.
boston, ma
Compensation: 125.000 - 150.000

Overview

We are actively seeking a Licensed Mortgage Loan Officer to join our lending platform due to an immediate increase in opportunity and inbound demand. This position requires an active NMLS license. Our team is currently handling thousands of inbound mortgage leads each month from Realtor.com and Zillow , along with hundreds of active real estate partnerships , and we are in urgent need of additional licensed loan officers to support the volume. The opportunity pipeline is strong, consistent, and growing faster than we can manage internally.

What we offer / Why join

This role is designed for a licensed loan officer who wants access to real opportunities, real conversations, and real closings. If you are slow right now, this is likely a strong fit. If you are looking for leads, partnerships, and a platform that prioritizes loan officer success, this is where demand already exists. We are not a startup trying to generate activity — we already have it . The focus is execution, speed, and converting opportunity into closed loans. You will work within a fast-paced, opportunity-rich environment where licensed loan officers are supported and valued.

Next steps

If you are a licensed mortgage loan officer looking to increase production immediately, we invite you to schedule a 10–15 minute introductory call so we can review fit, volume, and next steps. If you are slow, we are not and we are ready to put licensed loan officers to work right away.

Compensation

Compensation: $95,000 - $125,000 at plan earnings

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Payroll Compliance Auditor
Calibre CPA Group, PLLC
chicago, il
Compensation: 125.000 - 150.000

3 weeks ago Be among the first 25 applicants

Calibre is an established and growing public accounting firm with a 80-year history in the Washington DC, NY, IL and CA markets. We are dedicated to providing the best possible working environment, including a commitment to the personal and professional growth of our employees. It is our goal to cultivate our employees and give them a variety of resources to develop and grow into a career at Calibre. Calibre CPA Group is seeking a Payroll Compliance Auditor to work in the firm's Payroll Compliance Audit department. This position involves analyzing and reviewing payroll, tax, and personnel records to determine employer compliance with collective bargaining agreements. Our Compliance Auditors are responsible for creating and submitting reports of audit findings to fund administrators on a variety of employee benefit plans. This exciting entry-level opportunity involves local travel to client sites in the Chicago Metropolitan and surrounding areas. It allows our auditors the ability to work independently, as well as part of a team. When not traveling, this position is based out of our Chicago, IL office. More than one position may be filled from this posting.
Salary Range - $52,000 - $53,000
Payroll Auditor Benefits

  • Vision Insurance
  • Health Insurance
  • Dental Insurance
  • 401(k) and profit-sharing plans
  • A generous paid time off policy
Position Responsibilities
  • Perform audits using payroll, tax, and other personnel records.
  • Compute audit results and preparing audit reports.
  • Research payroll records, reports, and contracts.
  • Travel to employer facilities to conduct on-site inspection of records.
  • Schedule and coordinate audit appointments with employers.
  • Transfer payroll data onto worksheets.
  • Retrieve accurate information from various in-house departments.
Job Qualifications
  • Associate degree in a business-related field (Accounting, Economics, Finance, Business Administration, etc.); bachelor’s degree preferred
  • Experience in document review, data entry, data review, client service
  • Strong working knowledge of Microsoft Excel and other Microsoft Office programs
  • Strong organizational abilities and attention to detail
  • Ability to work independently, as well as in a team environment
  • Ability to commute locally to client sites
  • Valid Driver's License
  • Knowledge of payroll systems is a plus
  • Knowledge as a payroll compliance auditor (2+ years) is preferred
  • Knowledge of collective bargaining agreements is a plus
Eeo
Calibre is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Strategy/Planning and Information Technology
  • Industries

    Accounting

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Director of Finance - Hybrid
AC3
south bend, in
Compensation: 125.000 - 150.000

Join to apply for the Director of Finance - Hybrid role at AC3

4 days ago Be among the first 25 applicants

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AC3 was founded by practicing oncologists along with data and practice analytics experts to support the business side of medicine. Our mission is to modernize and digitize the delivery of healthcare and improve countless lives along the way.

We combine the power of big data technology and people to enable easier frontline decisions about complex problems. AC3 offers its employees an exciting, fast-paced, and challenging work environment. To learn more about AC3, visit us at

COMPANY MISSION: To help specialty practices thrive.

POSITION SUMMARY: AC3 is seeking a high-impact, entrepreneurial Director, Finance to build and lead the finance function through its next phase of growth. This is a dual-role position requiring both strategic leadership and hands-on execution. The ideal candidate has strong FP&A capabilities, thrives in high-growth environments, and is not afraid to own the general ledger, perform the monthly closing, and drive insights from the numbers. This is a unique opportunity to shape the financial backbone of a scaling company with the support of private equity sponsors.

Essential Function and Job Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Strategic Finance & FP&A (50%)

  • Lead the development of annual budgets, rolling forecasts, and multi-year financial models
  • Create and maintain dynamic models that support scenario planning, pricing strategy, and unit economics
  • Analyze business drivers and performance metrics to guide decision-making across sales, operations, and product
  • Prepare monthly and quarterly board and investor reporting packages
  • Partner with business leaders to translate operational initiatives into financial impact
  • Support M&A and capital raising activities, including modeling, diligence, and integration planning

Accounting & Controls (30%)

  • Oversee all day-to-day accounting operations, including GL management, reconciliations, and AP/AR.
  • Complete the month-end and year-end close process, ensuring timely and accurate financial statements in accordance with GAAP
  • Implement and maintain internal controls and accounting policies
  • Coordinate with external accountants, auditors, and tax advisors
  • Ensure compliance with local, state, and federal financial regulations

Systems, Process, & Team Development (20%)

  • Optimize finance and accounting systems
  • Identify and implement process improvements to drive scale, efficiency, and data integrity
  • Recruit and develop future finance and accounting team members as the business grows
  • Act as a strategic thought partner to the Executive Leadership Team

POSITION REQUIREMENTS

  • 8+ years of progressive experience in finance and/or accounting roles; with a minimum of two years’ public accounting experience.
  • BS/BA in accounting or finance.
  • Demonstrated experience in financial planning, analysis, forecasting and accounting processes.
  • High degree of initiative, integrity, and adaptability.
  • An analytical mind with strategic ability, problem solving skills and keen attention to detail.
  • Track record of driving operational efficiencies, cost savings, and improved revenue performance.
  • Ability to effectively communicate complex financial information to stakeholders.
  • Proficient in the use of MS Office and financial management software.

PREFERRED EXPERIENCE/SKILLS

  • Previous experience in a healthcare or technology related environment.
  • Understanding healthcare reimbursement methodologies, including Medicare, Medicaid, commercial insurance, and value-based models.
  • Previous experience with acquisitions and consolidations.
  • CPA or other relevant certification/qualification.

WHAT SUCCESS LOOKS LIKE

  • Company books are closed accurately and on time each month.
  • The Executive Leadership Team is empowered by clear, actionable financial insights.
  • Forecasts and models guide decision-making and are continuously refined.
  • Key financial processes are documented, streamlined, and scalable.
  • The company is prepared for growth capital or M&A.

WORK LOCATION : This is a remote/hybrid position with the expectation of travel to meet the needs of the position.The ideal candidate will reside within a 30-mile radius of the office located in South Bend, IN.

Work is completed in a general office environment, sedentary in nature but may require standing and walking for up to 10% of the time. The work environment is favorable with adequate lighting and temperature, and no hazardous or unpleasant conditions caused by noise, dust, etc. Must be able to operate standard office equipment and keyboards.

Why Work at AC3?

When you become an AC3 Team member, you can expect ongoing training, support, and a work culture like no other. We offer ourFull-TimeTeam Members medical, dental and vision health and wellness benefits, along with employer paid life insurance, long and short-term disability policies. Because our team’s health and wellness are our priority, we start new hires off with an above average paid time out plan and offer a comprehensive wellness program, including onsite biometrics and ongoing mental and physical wellness support. We also provide allTeam Members with access to no-cost, company sponsored financial wellness counselors, employee assistance services along with the opportunity to enroll in our company-matched, 401k plan.

Seniority level

  • Seniority level

    Director

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing
  • Industries

    Hospitals and Health Care

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Financial Planning and Analysis (FP&A) - Associate Director (Technical)
Riveron
washington, dc
Compensation: 125.000 - 150.000

Financial Planning and Analysis (FP&A) - Associate Director (Technical)

Join to apply for the Financial Planning and Analysis (FP&A) - Associate Director (Technical) role at Riveron.

Base pay range

$120,000.00/yr - $210,000.00/yr

Today’s environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives.

Riveron brings functional leadership, subject matter expertise, and proprietary tools to align business performance with growth and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital.

Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.

Who You Are

  • Bachelor’s in business or related field of study (Master’s is preferred)
  • Minimum of 7+ years of relevant experience, preferably in a consulting/advisory role, corporate FP&A, or business operations
  • Knowledge of various analytics platforms and data visualization tools, with the ability to use these tools to derive meaningful insights. Technical skills include:
  • Proficiency in SQL, Alteryx, Python or other coding languages
  • Experience with data visualization tools (e.g., Tableau, PowerBI, Looker)
  • Experience in conducting analysis of operational processes and performance metrics to identify opportunities for improvement
  • Experience within one or more of the following ERPs: NetSuite, SAP, Oracle, QuickBooks, and Microsoft Dynamics
  • Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
  • Advanced knowledge of accounting and finance
  • You have a passion for developing and maintaining client relationships
  • You get the job done and have fun doing it
  • You communicate skillfully with a variety of audiences and can create compelling stories from data
  • You thrive in an ever-changing, dynamic work environment
  • You readily identify problems and instinctively look for solutions
  • You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
  • You have the ability and desire to travel as required based on client location

What You'll Do

  • Execute project plans and deliver solutions across the following FP&A domains:
  • Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
  • Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
  • Interim FP&A – support clients in an interim FP&A leadership capacity
  • Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

About Riveron

At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Check Us Out On Social Media

LinkedIn | Glassdoor | Instagram | Facebook

Fraud Alert

Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.

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

Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

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Asset Auditor
Mission First Inc.
annapolis, md
Compensation: 125.000 - 150.000

Description

MUST BE U.S. CITZEN
MUST HAVE ACTIVE TS/SCI WITH POLYGRAPH

  • Protects assets by ensuring compliance with internal control procedures, and regulations. Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation. Verifies assets and liabilities by comparing items to documentation.

Requirements

POSITION REQUIREMENTS

*Must be U.S. Citizen
*Must have ACTIVE TS/SCI WITH POLYGRAPH

  • 9 years experience or 5 years combination work history and education.
  • Experience with asset inventory and reconciliation procedures, ticketing systems and databases desired

RESPONSIBILITIES

  1. Conducting property audits, develops, recommends and implements property administration policies.
  2. Developing plans and programs for achieving and maintaining product quality throughout the item's life cycle
  3. Monitoring operations to prevent the production of defects and to verify adherence to quality plans and requirements
  4. Preparing periodic and special purpose reports as required

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Sr. Budget Analyst
T3W Business Solutions, Inc.
san diego, ca
Compensation: 125.000 - 150.000

Description

T3W Business Solutions, Inc. is a Woman-Owned Small Business with Headquarters located in San Diego, CA. It is our mission to help our clients develop strategies to optimize their use of space and resources resulting in maximum benefits; we also deliver quality data and analysis to support our client’s daily facility operations, planning, and compliance programs. We are looking for a Sr. Budget Analyst in San Diego, California .

Contingent Upon Contract Award

Summary

Oversees financial planning, budgeting, execution, and reconciliation for FRCSW’s major appropriations (APN, O&MN, RDT&E, FMS, WCF). Provides advisory support to leadership on fiscal strategy, long-range forecasting, financial risk, and resource allocation. Reviews financial health, develops executive-level reports, validates cost realism, and ensures compliance with DoD financial regulations. Guides junior analysts and oversees workflow for funding document management.

Responsibilities

  • Review, analyze, and reconcile budgets, obligations, and expenditures.
  • Support planning, programming, and financial reporting for multiple fund types (O&MN, APN, WCF, FMS).
  • Develop and maintain financial metrics and forecasts.
  • Prepare reports and briefings for leadership review.

Requirements

  • Bachelor’s degree in Finance, Accounting, or related discipline.
  • 10+ years of federal financial management or DoD budget experience.
  • Proficiency in Navy ERP and MS Excel.
  • Must possess an active Secret Clearance - Required

This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.

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Liquidity Risk Infrastructure Lead – Treasury & Trading (VP)
JPMorgan Chase
jersey city, nj
Compensation: 125.000 - 150.000
A leading financial institution is seeking a Vice President for their Liquidity Risk Infrastructure team in Jersey City. In this critical role, you will support liquidity management, perform data analysis, and ensure alignment with firm objectives. The ideal candidate has over 7 years of experience in financial services, excels in analyzing large datasets, and thrives in a dynamic environment. Attention to detail and collaboration across teams are essential. Competitive salary and benefits offered.
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Strategic Finance Leader, Core Autonomy
Hexagon Autonomous Solutions
california, mo
Compensation: 125.000 - 150.000
A global leader in measurement technologies is seeking a Director and Finance Partner for its Core Autonomy Division. This role requires 12+ years of progressive finance experience, including FP&A and project accounting. The candidate will collaborate with senior executives to drive financial performance and manage budgets. The position demands strong communication skills and strategic vision, offering a hybrid work environment with potential international travel. Join a team dedicated to pioneering autonomous solutions in a highly collaborative atmosphere.
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Executive Vice President, Financial Affairs & Treasury
Hofstra University
town of hempstead, ny
Compensation: 125.000 - 150.000
A prestigious educational institution in Hempstead seeks an executive to lead financial systems and operations. The ideal candidate will possess a master's degree in business or finance and have over 15 years of experience in senior-level roles, demonstrating strong fiscal leadership and a thorough understanding of GAAP. This is a critical role to enhance the institution's financial management and operations.
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Global Chief of Insurance & Risk
Circle K
raleigh, nc
Compensation: 125.000 - 150.000
A leading convenience retail company seeks a Head of Insurance and Risk in Raleigh, NC. This role involves developing and executing the global risk management strategy, overseeing insurance programs, and managing high-frequency claims. Ideal candidates have 12-15 years of experience in risk management and casualty claims, with strong negotiation and analytical skills. The company offers a competitive salary and comprehensive benefits, fostering a culture of collaboration and growth.
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Senior Accountant
Confidential Jobs
chicago, il
Compensation: 125.000 - 150.000

Base pay range: $115,000.00/yr - $140,000.00/yr

Additional compensation types: Annual Bonus

Highly regarded and respected global company in Chicago is seeking a Senior Accountant - SEC Reporting due to continued growth. The Senior Accountant will have exposure to month end close process, external reporting (SEC), and special projects. They will be organized and approach each issue with an analytical mindset.

What's great about this Senior Accountant opportunity:

  • Excellent work/life balance and hybrid work schedule (1-2x in office per week)
  • Smart, enthusiastic, passionate, and talented team
  • Collaborative, young, fun and always learning and expanding skill sets
  • Outstanding learning and career progression opportunities
  • Company is growing organically and via acquisitions
  • Ensure business transactions are reported in accordance with generally accepted accounting principles
  • Assist with filing the 10K, 10Q, footnotes, and MD&A
  • Work closely with team members to assist with the month-end close
  • Assist with the annual audit process including the draft of the financial statements and related notes
  • Assist with the budget process and work with finance on forecasting and financial planning and analysis
  • Participate and/or lead special ad hoc projects

Qualifications:

  • 4+ years of public accounting and/or industry experience
  • Bachelor's degree in Accounting
  • CPA is required
  • SEC reporting experience is a plus

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Accounting/Auditing, Finance, and Strategy/Planning

Industries

Manufacturing, Aviation and Aerospace Component Manufacturing, and Defense and Space Manufacturing

Benefits

  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Tuition assistance
  • Disability insurance

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Senior Healthcare Portfolio Manager – Complex Credit Deals
Fifth Third Bank
cincinnati, oh
Compensation: 125.000 - 150.000
A major financial institution is seeking a Senior Portfolio Manager to oversee a portfolio of corporate healthcare borrowers. The ideal candidate has over 8 years of credit analysis experience in Commercial Banking, especially within the healthcare sector, and possesses strong analytical and communication skills. This role requires collaboration with Relationship Managers to evaluate client viability and recommend credit decisions. Competitive compensation and comprehensive benefits are offered.
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Senior Digital Analytics & Campaign Insights Lead
Synchrony
bentonville, ar
Compensation: 125.000 - 150.000
A leading financial services company is seeking an AVP, Digital Insights & Analytics to leverage data for actionable insights across digital platforms. The ideal candidate will have strong analytical skills, expertise in statistical tools like SAS, SQL, and Python, and experience in business analytics. The role offers flexibility to work from home along with opportunities for in-person engagements as needed. Competitive salary range is offered, along with potential bonuses based on performance.
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Senior Supplier Risk Manager - Strategic Compliance Leader
Synchrony
cincinnati, oh
Compensation: 125.000 - 150.000
A financial services firm is seeking a Senior Supplier Risk Manager to lead supplier risk assessments and engage in supplier due diligence. The role requires at least 10 years of experience in the financial services industry and previous experience in supplier risk management. The candidate will be responsible for monitoring supplier risk profiles, advising on risk mitigation, and leading various risk management initiatives. This position offers a salary range of $110,000 to $185,000 along with potential bonuses and flexible work options.
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Head of Investment Research & Strategy
Weiss Ratings
town of florida, ny
Compensation: 125.000 - 150.000

Our mission is to empower consumers, professionals, and institutions with high-quality, unbiased advisory information to help them invest smarter and safer. Recognized by the U.S. Government Accountability Office (GAO) and The Wall Street Journal for the accuracy and performance of our ratings, we are committed to delivering trusted financial intelligence.

The Opportunity:

We are seeking an experienced Investment Director to lead the research and development of investment content for Weiss Ratings’ publications. This role involves managing a team of analysts and writers, developing investment strategies, and ensuring that all financial content is accurate, insightful, and aligned with our editorial standards. The Investment Director will play a key role in maintaining Weiss Ratings’ reputation as a trusted source of financial information.

Key Responsibilities:

  • Content Development: Oversee the production of high-quality investment research and analysis for articles, reports, and newsletters. Ensure all content meets editorial standards and business objectives.
  • Investment Strategy & Research: Lead the development of investment strategies and conduct in-depth research on asset classes, market trends, and economic conditions to provide actionable insights.
  • Team Leadership: Manage and mentor analysts, researchers, and financial writers, fostering a culture of excellence and continuous improvement. Coordinate with editorial teams for timely content delivery.
  • Market Analysis & Reporting: Monitor global financial markets and economic indicators to identify emerging trends and opportunities. Prepare detailed reports and presentations on market outlooks and strategies.
  • Quality Assurance: Implement rigorous quality control processes to ensure accuracy and reliability of all published financial information.
  • Stakeholder Engagement: Collaborate with internal teams (editorial, marketing, sales) and engage with external stakeholders to enhance content offerings.
  • Thought Leadership: Represent Weiss Ratings at industry conferences, webinars, promotional videos and media appearances to promote expertise and thought leadership.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Journalism, or related field; MBA or CFA designation highly preferred.
  • Minimum of 10 years of experience in investment management, financial research, or financial journalism.
  • Exceptional analytical and quantitative skills with deep understanding of financial markets and investment strategies.
  • Strong writing, editing, and communication skills.
  • Proven leadership and team management capabilities.
  • Proficiency in financial software, data analysis tools, and content management systems.

Personal Attributes:

  • Strategic thinker with ability to anticipate market developments.
  • Detail-oriented with a commitment to accuracy and quality.
  • Ability to manage multiple projects under pressure.
  • High ethical standards and integrity.

Why Join Weiss Ratings?

  • Be part of a company with a proven track record of accuracy, independence, and objectivity.
  • Work in a fast-paced, entrepreneurial environment with exceptional co-workers.
  • Make a tangible impact by helping investors navigate the markets with confidence.
  • Competitive salary and benefits package.

If you are a visionary investment leader passionate about delivering actionable insights, apply today to help us shape the future of independent financial ratings!

EEO Statement: Weiss Ratings prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by applicable law.

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