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Aimbridge Corporate - Vice President Accounting Transformation & Controls
Aimbridge Hospitality LLC
plano, tx
Compensation: 120.000 - 180.000

Aimbridge Corporate - Vice President Accounting Transformation & Controls
Location: 5301 Headquarters Drive, Plano, TX, 75024, US

Description

As Vice President of Accounting Transformation & Controls you will lead meaningful change across one of the industry's largest third‑party hotel management portfolios.

Reporting to the SVP of Hotel Accounting & Shared Services, you will strengthen controls, streamline processes, and drive scalable accounting operations across 600+ hotels. It is a high‑impact role for someone who brings hotel accounting expertise, strategic vision, change leadership, and a sharp focus on performance, compliance, and team success.

This role is for you if you know how to turn complexity into structure and lead change with confidence.

  • You bring deep hotel accounting and HMA expertise and know how to build stronger, more consistent processes.
  • You influence across teams, use data to drive accountability, and deliver results at scale.
  • You are energized by leading people, advancing change, and building scalable solutions for long‑term growth.

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required; CPA strongly preferred. MBA or Master's in Accounting/Finance is a plus.
  • 10+ years of progressive experience in hotel accounting, hospitality finance, or multi‑unit financial operations, including 5+ years in senior leadership, ideally within a leading third‑party hotel management company.
  • Proven success leading large‑scale transformation, change management, or shared services in complex, fast‑paced environments.
  • Deep expertise in hotel accounting, including cash reconciliation, balance sheet management, capital accounting, USALI reporting, HMA provisions, and multi‑brand operations.
  • Ability to build control frameworks, influence across levels, simplify complex accounting concepts, and leverage PMS, accounting, and BI/reporting tools.

Job Responsibilities

Lead Transformation with Purpose

  • Lead Hotel Accounting transformation, driving alignment, readiness, and adoption across teams.
  • Partner with the SVP to shape and execute transformation roadmaps tied to growth.
  • Drive process improvements that reduce risk, strengthen controls, and support lasting change.

Strengthen Controls and Accountability

  • Build dashboards and monitoring tools to track completion, control gaps, and compliance issues.
  • Standardize SOPs, accounting policies, and delegation frameworks to support compliant operations.
  • Lead internal control reviews and support SOC1 audits with Internal Audit.

Oversee Financial Accuracy and Compliance

  • Oversee cash reconciliation, capital accounting, fixed assets, depreciation, and balance sheet reviews.
  • Set review standards that improve accuracy, visibility, and accountability across reconciliations.
  • Serve as the HMA accounting lead, ensuring owner reporting and compliance with each agreement.

Scale the Function Through Systems and Shared Services

  • Partner with Shared Services to optimize centralized hotel accounting.
  • Drive automation and adoption of accounting and reporting tools.
  • Partner across IT, Finance, and Learning to support systems and change readiness.

Build High‑Performing Teams

  • Lead a team of change leaders, analysts, and accounting specialists.
  • Coach talent, set KPIs, and support development.
  • Foster a culture of trust, accountability, and continuous improvement.

After an initial waiting period, those hired into full‑time positions are eligible for a competitive benefits package that includes the following:

  • Now offering Daily Pay ! Ask your Recruiter for more details
  • Medical, Dental, and Vision Coverage
  • Short‑Term and Long‑Term Disability Income
  • Term Life and AD&D Insurance
  • Paid Time Off
  • Employee Assistance Program
  • 401k Retirement Plan

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Commercial Director
MyPetroCareer.com
spring, tx
Compensation: 150.000 - 210.000

About Us

At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net‑zero future. As one of the world’s largest publicly traded energy and chemical companies, we are powered by a unique and diverse workforce fueled by the pride in what we do and what we stand for.

About Houston

ExxonMobil's state‑of‑the‑art campus north of Houston serves as a home to its Upstream, Product Solutions and Low Carbon Solutions businesses and their associated service groups. The facility opened in 2014 and accommodates more than 10,000 employees and visitors. By bringing many global functional groups together, the campus provides employees with the tools and capabilities needed today, and in the future, to achieve business objectives and accelerate the discovery of new resources, technologies and products. It was designed to foster improved collaboration, creativity and innovation and enhance the company’s ability to attract, develop and retain the top talent in the industry. The campus is located in Spring, Texas, on 385 wooded acres immediately to the west of Interstate Highway 45 (I‑45), at the intersection of I‑45 and the Hardy Toll Road, approximately 25 miles from the cultural vibrancy of downtown Houston. The campus was constructed to the highest standards of energy efficiency and environmental stewardship. Its design incorporates extensive research into best practices in building and workplace design through extensive benchmarking of the world’s top academic, research, and corporate facilities.

What role you will play in our team

Launch new CCS businesses by delivering definitive agreements in the low‑carbon space including CCS, hydrogen and low‑carbon fuels.

What You Will Do

  • Deliver industry‑leading customer experience
  • Activate tangible new low‑carbon businesses
  • Spark innovation in Carbon Capture Storage business development to accelerate learnings & business results
  • Structure and deliver definitive deals advancing the Exxon Mobil Corporate objectives in leading the energy transition.
  • Drive value by developing and implementing the commercial strategy, expected to push and stretch the organization’s boundaries
  • Lead cross‑functional commercial & technical business team spearheading internal alignment and coordination
  • Adapt existing and create new commercial structures exceeding internal and external stakeholder needs & interests

About You

Skills and Qualifications

  • Bachelor’s degree in an engineering or financial discipline
  • Minimum 10 years’ experience in financial, commercial, and/or business development roles in Energy
  • Demonstrated ability to conclude definitive agreements at a Corporate level
  • Expert knowledge of long‑term upstream, midstream, product and/or transportation agreements in oil & gas or a related industry.
  • Deep familiarity with project investment evaluation
  • Strong analytical skills

Preferred Qualifications/ Experience

  • Masters Degree in business or finance
  • Experience in obtaining Board level approval for complex inorganic transactions
  • Experience developing and finalizing definitive long‑term agreements
  • Strong communication, coordination, and collaboration skills
  • Demonstrated interest in energy transition business areas

Your Benefits

An ExxonMobil career is one designed to last. Our commitment to you runs deep: our employees grow personally and professionally, with benefits built on our core categories of health, security, finance, and life.

We Offer You

  • Pension Plan: Enrollment is automatic and at no cost to you. The basic benefit is a monthly annuity to be paid to you in retirement for the rest of your life.
  • Savings Plan: You can contribute between 6% and 20% of your pay and are encouraged to enroll right away. If you contribute at least 6% to your savings plan, the Company will contribute a 7% match.
  • Workplace Flexibility: We have several programs such as “Flex your Day”, providing ad‑hoc flexibility around when and where you work, as well as longer‑term programs such as leaves of absence and part‑time work.
  • Comprehensive medical, dental, and vision plans.
  • Culture of Health: Programs and resources to support your wellbeing.
  • Employee Health Advisory Program: Provides confidential professional counseling for you and your family, including tools and resources promoting mental health and resiliency at no additional cost to you.
  • Disability Plan: Income replacement for when you cannot work due to illness or injury occurring on or off the job. Enrollment is automatic and at no cost to you.
  • More information on our Company’s benefits can be found at
  • Please note benefits may be changed from time to time without notice, subject to applicable law.

Stay connected with us

Learn more at our Website

Follow us on LinkedIn and Instagram

Like us on Facebook

Subscribe our channel at Youtube

ExxonMobil is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability.

Nothing herein is intended to override the corporate separateness of local entities. Working relationships discussed herein do not necessarily represent a reporting connection, but may reflect a functional guidance, stewardship, or service relationship.

Exxon Mobil Corporation has numerous affiliates, many with names that include ExxonMobil, Exxon, Esso and Mobil. For convenience and simplicity, those terms and terms that include corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated references describing global or regional operational organizations and global or regional business lines are also sometimes used for convenience and simplicity. Similarly, ExxonMobil has business relationships with thousands of customers, suppliers, governments, and others. For convenience and simplicity, words like venture, joint venture, partnership, co‑venturer, and partner are used to indicate business relationships involving common activities and interests, and those words may not indicate precise legal relationships.

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Global Banking & Markets-Dallas-Vice President, Data Analytics & Reporting BI-9768801
The Goldman Sachs Group
dallas, tx
Compensation: 120.000 - 160.000

Job Duties

Vice President, Data Analytics & Reporting BI with Goldman Sachs & Co. LLC in Dallas, Texas. Drive the design and implementation of scalable, maintainable Business Intelligence (BI) solutions using modern tools such as Tableau, Power BI, and Alteryx, and analytical languages such as Python, R, and SQL, enabling enterprise-wide data-driven decision-making. Act as a strategic analytics partner to business and operations stakeholders (e.g., loan servicing, client onboarding), translating complex requirements into clear metrics, key performance indicators (KPIs), and actionable dashboards that advance strategic objectives. Establish and maintain standards, policies, and governance processes for BI systems and tools across the analytics stack, by conducting code reviews and ensuring compliance with firmwide data policies and best practices. Coordinate BI project prioritization and stakeholder engagement to ensure timely delivery of analytics solutions aligned to defined business goals. Evaluate and analyze the trade lifecycle by collaborating with business, middle office, and engineering teams to understand end-to-end flows, identify automation opportunities, and reduce risk for the firm and its clients. Provide technical guidance and mentorship to BI analysts and developers, promoting best practices in dashboard design, performance optimization, and data storytelling. Elicit and document business requirements, produce specifications for BI solutions, and ensure full testing traceability to align deliverables with stakeholder needs.

Job Requirements

Master's degree (U.S. or foreign equivalent) in Data Science, Business Analytics, or a related field and two (2) years of experience in job offered or a related role OR Bachelor's degree (U.S. or foreign equivalent) in Data Science, Business Analytics, or a related field and five (5) years of experience in job offered or a related role. Prior work experience must include two (2) years of experience (if a Master's degree) OR five (5) years of experience (if a Bachelor's degree) with: experience working in a Business Intelligence, Risk Management or Data Analytics related role within the financial services sector; working with data-pipeline design, multidimensional data modeling, and data-warehousing techniques for advanced analytics and reporting; performing data extraction, transformation, and loading (ETL) by writing and optimizing complex queries in database languages such as SQL; applying Alteryx, Python, or R for descriptive analytics to identify process improvements, mitigate risk, and enhance operational efficiency; utilizing Tableau and Power BI for dashboard performance optimization and communicate findings and drive data-informed decisions for stakeholders; and translating business requirements into technical specifications and actionable analytical insights for diverse audiences, including senior management.

Equal Opportunity Employer

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

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U.S. Private Bank - Lending Specialist - Executive Director
JPMorganChase
dallas, tx
Compensation: 100.000 - 150.000

Job Description

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.

Role Overview

As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra‑high net worth clients and advising on implementation.

Responsibilities

  • Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering
  • Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
  • Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
  • Handle deal analysis, due diligence and credit presentations
  • Supervise credit approval memos/restructure memos
  • Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
  • Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Required Qualifications

  • Ten plus years of experience with extensive credit, loan and deposit products
  • Bachelor’s degree required
  • FINRA Series 7 & 66 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
  • Prior experience structuring creative and complex credit transactions
  • Completion of formal credit training program
  • Demonstrated understanding of wealth management—including, but not limited to, investment management, trusts and financial planning
  • Expert knowledge of and proven success with complex credit products and concepts including residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending

Preferred Qualifications

  • MBA
  • Knowledge of capital markets and macro interest rate environment
  • Knowledge of account maintenance, loan closing, credit administration and compliance procedures
  • Ability to communicate sophisticated credit concepts to all levels of clients and prospects
  • Sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Legal Notice

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans, and provides reasonable accommodations for applicants and employees as required by law. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

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SR Director of Underwriting - LF & Ancillary
Dallas Risk Management, LLC
dallas, tx
Compensation: 150.000 - 200.000

Dallas Risk Management, LLC (DRM) is a Managing General Underwriter (MGU) specializing in health insurance policies since 2016. With a team of top industry experts carefully selected by the CEO, DRM delivers tailored solutions to address risks throughout the health insurance lifecycle. The company is dedicated to excellence in underwriting and risk management, ensuring comprehensive and client‑focused services. Join a team committed to innovation and expertise in the health insurance sector.

POSITION SUMMARY

The Senior Director Underwriting for Level‑Funded & Ancillary provides executive leadership and strategic oversight for all underwriting activities supporting level‑funded medical plans and ancillary insurance products. This role is responsible for underwriting governance, pricing strategy, carrier alignment, risk management, and scalable underwriting operations across the MGU platform. The Senior Director partners closely with Sales, Actuarial, Operations, Stop Loss, Compliance, and Carrier partners to ensure profitable growth, underwriting discipline, regulatory compliance, and operational efficiency while supporting enterprise revenue objectives.

DUTIES AND RESPONSIBILITIES

The essential duties include, but are not limited to the following:

Underwriting Leadership & Strategy

  • Establish and maintain underwriting strategy, pricing discipline, and risk tolerance for traditional and non‑traditional (level funded) product lines.
  • Approve underwriting guidelines, authority matrices, and escalation protocols.
  • Ensure underwriting decisions align with carrier agreements, actuarial assumptions, and enterprise financial targets.
  • Serve as a "player‑coach" leader balancing strategic oversight with hands‑on underwriting support during high‑volume periods, complex case escalation, or team capacity constraints.
  • Lead a unified underwriting function across traditional and non‑traditional (level‑funded) products, with the ability to flex resources and approach based on business needs.

Financial & Risk Management

  • Oversee pricing models, rate development, and underwriting assumptions to ensure sustainable profitability.
  • Monitor loss ratios, block performance, and risk trends; implement corrective actions as needed.
  • Partner with Actuarial and Stop Loss teams to manage aggregate and specific risk exposure.
  • Align underwriting decisions and portfolio performance with broader enterprise P&L objectives, balancing growth, margin, and risk.

Carrier & Partner Management

  • Serve as executive underwriting liaison with carrier partners.
  • Ensure underwriting practices align with carrier requirements, reinsurance structures, and contractual obligations.
  • Support carrier negotiations related to underwriting authority, pricing models, and program performance.
  • Proactively manage external stakeholder relationships (carriers, reinsurers, partners) to enhance underwriting effectiveness and market competitiveness.

Operational Excellence

  • Design and optimize underwriting workflows to support scalability, efficiency, and turnaround time targets.
  • Implement underwriting automation, controls, and reporting to improve accuracy and throughput.
  • Collaborate with Operations and Technology teams to enhance underwriting systems and data integrity.
  • Drive continuous improvement initiatives, including workflow optimization, prioritization frameworks, and operational standardization across underwriting teams.
  • Operate effectively in an evolving environment—adapting processes, structure, and priorities as enterprise go‑to‑market and product strategies evolve.

Sales & Distribution Support

  • Partner with Sales leadership to support growth strategies while maintaining underwriting discipline.
  • Provide underwriting guidance on complex cases, non‑standard risks, and escalated opportunities.
  • Support RFPs, product development, and market expansion initiatives.
  • Act as a key partner to Sales and Growth leaders, balancing responsiveness with disciplined underwriting to support profitable growth.
  • Navigate competing priorities from Sales and internal stakeholders, ensuring alignment with underwriting capacity, risk tolerance, and turnaround expectations.

Compliance & Governance

  • Ensure underwriting practices comply with federal, state, and carrier regulatory requirements.
  • Maintain audit‑ready underwriting documentation and controls.
  • Partner with Compliance and Legal teams on regulatory filings, audits, and policy updates.

People Leadership

  • Lead, mentor, and develop underwriting leadership and team.
  • Establish performance expectations, training standards, and succession planning for underwriting teams.
  • Foster a culture of accountability, collaboration, and continuous improvement.
  • Build and lead a high‑performing, adaptable team capable of operating across multiple underwriting disciplines (traditional and level‑funded).
  • Provide clear prioritization, direction, and coaching to ensure alignment with business goals, service expectations, and evolving organizational needs.

Other Job Duties

  • May perform other duties as assigned.

LEADERSHIP ALIGNMENT - NHSG CAPABILITY MODEL

This role is expected to demonstrate the organization’s six core leadership capabilities in all areas of responsibility:

  • Cultivate Belonging – Create inclusive and equitable hiring experiences where every candidate and employee feels valued.
  • Drive Innovation – Introduce creative sourcing methods, leverage technology, and refine processes to strengthen talent acquisition outcomes.
  • Execute with Excellence – Deliver measurable results in hiring velocity, quality, and retention with precision and accountability.
  • Client‑Focused Leadership – Partner with internal clients (hiring managers and leaders) to anticipate needs and exceed expectations.
  • Navigate Strategic Change – Respond agilely to shifting business priorities, hiring demands, and market trends.
  • Grow Talent – Serve as a talent steward who identifies, advocates for, and develops high‑performing individuals across the organization.

These capabilities define the behavioral foundation expected of all company leaders and directly influence success in this position.

KEY ATTRIBUTES FOR SUCCESS

  • Strategic & Hands‑On Execution — Balances tactical recruiting delivery with long‑term workforce planning.
  • Analytical & Data‑Oriented — Uses insights and metrics to inform recruiting strategy and drive performance.
  • Relationship Builder — Builds trust and credibility across leadership, departments, and candidates.
  • Resourceful & Self‑Directed — Operates autonomously and effectively in a fast‑paced, high‑accountability environment.
  • Brand Advocate — Embodies professionalism, integrity, and service excellence in every interaction.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

  • Bachelor’s degree in Business, Finance, Risk Management, Actuarial Science, or related field required.
  • Minimum of 10 years of progressive underwriting experience, including senior leadership within level‑funded medical plans, ancillary products, or MGU environments.
  • Demonstrated expertise in underwriting strategy, pricing, and risk management.
  • Strong understanding of stop‑loss structures, carrier contracts, and reinsurance models.
  • Proven ability to lead cross‑functional teams and influence executive stakeholders.
  • Excellent analytical, financial, and decision‑making skills.
  • Strong written and verbal communication skills with the ability to convey complex underwriting concepts clearly.

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Director of Finance
Transformation Hospitality Solutions
needham, ma
Compensation: 60.000 - 80.000

Hotel finance/accounting experience a must.

Duties and Responsibilities

  • Supervise the financial department, including accounts receivable, accounts payable, auditing, payroll, general accounting, and cashiers.
  • Plan and implement financial procedures and systems.
  • Prepare financial analysis of hotel operations.
  • Prepare reports outlining hotel’s financial position in areas of income, expense, and earnings based on past, present, and future operations.
  • Direct preparation of budgets and financial forecasts.
  • Prepare governmental reports and handle all inquiries from governmental agencies, including the Internal Revenue Service.
  • Maintain file of all contracts, insurance policies, tax reports, expenses, payroll, etc.
  • Develop short‑ and long‑term financial plans for the hotel that support overall objectives.
  • Prepare annual hotel budget.
  • Monitor the performance of the hotel through verification and analysis of monthly financial reports.
  • Participate in the Executive committee including sharing and communicating knowledge and by attending weekly or monthly meetings.

Requirements

  • Must have a comprehensive knowledge of hotel departments and functions.
  • Must have knowledge of M3, Profitsword & Lightspeed PMS preferred.
  • Must have exceptional mathematical and computer skills.
  • Must be proficient with Excel.
  • College education and relevant training and experience required.

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Enterprise Cloud Delivery & Portfolio Governance Lead
Veriipro
irving, tx

Required Technical / Functional Skills

  • Lead portfolio, program, and project management for complex, cross-functional technology initiatives.
  • Own intake, demand management, prioritization, and alignment to enterprise strategic objectives.
  • Apply Agile and DevOps practices to ensure predictable, high-quality delivery and continuous improvement.
  • Provide technical and delivery governance across engineering teams to ensure execution quality.
  • Drive large-scale cloud transformation programs, including AWS and GCP adoption.
  • Develop and execute strategic roadmaps, operating models, and governance frameworks.
  • Design and optimize delivery processes to improve efficiency, transparency, and flow of work.
  • Identify, manage, and mitigate delivery, operational, and technology risks.
  • Establish governance standards, KPIs, and reporting for portfolio visibility and performance tracking.

Roles & Responsibilities

  • Operate effectively in regulated, enterprise-scale environments.
  • Lead delivery of complex, multi-stream cloud programs across AWS and GCP.
  • Partner with cross-functional teams to manage stakeholder expectations and drive alignment.
  • Provide sufficient technical oversight to validate engineering outputs and ensure delivery integrity.
  • Act as an Agile delivery expert focused on flow efficiency and engineering productivity.
  • Drive execution using Kanban and Scrum; facilitate stand-ups, retrospectives, and backlog grooming.
  • Ensure strong governance across multiple value streams and engineering teams.

Generic Managerial Skills

  • 8+ years of professional software engineering and delivery experience.
  • Strong expertise in Agile and DevOps methodologies.
  • Proven experience managing multiple engineering teams and large-scale portfolios.
  • Excellent stakeholder management, executive communication, and decision facilitation skills.
  • Demonstrated ability to lead governance, portfolio oversight, and value stream delivery.

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Sr. Analyst Financial Planning & Analysis
WestRock Company
dublin, ga
Compensation: 85.000 - 115.000

Sr. Analyst FP&A

The Opportunity

The Dublin Mill is seeking a Senior Financial Analyst, who will be an integral part of the Financial Team working with other departments in the mill, division finance, and corporate staff team members to provide data and analysis of overall mill operations. The Senior Financial Analyst will support the preparation of various analytics, forecasts and operational plans as well as maintain and develop additional IT solutions for data consumption. This position will report to the Sr. Finance Manager.

How you will impact Smurfit Westrock

  • Analyze monthly results and provide insight on budget/forecast variances.
  • Prepare monthly and full year forecasts, bridge analysis work and schedules which are utilized in monthly reporting packages and as part of monthly results calls.
  • Play key role in development of the annual budget.
  • Develop savings calculations for improvement initiatives and capital projects in the assigned functional areas.
  • Be a business partner to assigned operating areas through utilization of operational knowledge and business acumen to translate operational actions into financial impacts.
  • Provide support and leadership to internal and external audit processes including maintaining compliance and documentation of internal controls applicable to the assigned functional areas.
  • Support the monthly closing process by gathering and analyzing data required for journal entries and statistical postings, review usage trends, income statement and balance sheet to ensure accuracy before finalization of the closing process.
  • Analyze accounts in the general ledger to ensure proper accruals for the period have been made.
  • Assist in analysis of AP issues to ensure timely and accurate payments.
  • Identify and implement process efficiency improvements in all functional areas, including controls, closing, forecasting, budget, business partnering, and finance team development.
  • Prepare ad hoc financial and business-related analysis and research as necessary, from an operations and business perspective.
  • Establish working relationships with internal customers.
  • Become knowledgeable in various financial and operating systems to provide support and direction as the business requires.
  • Implement and administer procedures and best practices related to business support analytics.
  • Develop relationships with peers at other mills, division and corporate to identify and implement best practices to the Dublin Financial team.

What you need to succeed

  • Bachelor’s Degree in Accounting or Finance
  • Preferably 5+ years of relevant experience
  • Manufacturing/Industrial background preferred
  • MBA or CPA strongly preferred
  • Excellent oral and written communication skills
  • Strong problem-solving skills, passion for improvement. Enjoy working in a team/collaborative environment
  • Advanced skills in Excel and Hyperion SmartView. Experience with QlikView a plus.
  • Ability to work independently, balancing routine responsibilities with ad hoc requests
  • Able to thrive in a growing and fast-paced environment
  • Previous experience in manufacturing industry preferred but not required
  • Must possess potential to advance to a leadership role

What we offer

  • Corporate culture based on integrity, respect, accountability, and excellence
  • Comprehensive training with numerous learning and development opportunities
  • An attractive salary reflecting skills, competencies, and potential
  • A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work

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Tax Supervisor: Lead Returns, Advisory & Mentoring
Alaka‘i Executive Search
honolulu, hi
Compensation: 60.000 - 100.000
An established industry player is looking for a Tax Supervisor to join their dynamic team in Honolulu. This role provides an exciting opportunity to lead tax engagements for a diverse client base while fostering a collaborative and supportive work environment. Ideal candidates will have a strong background in public accounting, excellent leadership skills, and a keen attention to detail. This position not only allows for professional growth but also emphasizes work-life balance, making it perfect for tax professionals eager to thrive in a challenging yet rewarding atmosphere.
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Financial Advisor
American Savings Bank
honolulu, hi
Compensation: 38.700 - 47.300

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Primary Purpose Of Job
Manages a book of business by maintaining relationships with customers. Solicits prospective customers and sells suitable investment products. Partners with branches and licensed branch employees to grow the investment business.

Primary Purpose Of Job
Manages a book of business by maintaining relationships with customers. Solicits prospective customers and sells suitable investment products. Partners with branches and licensed branch employees to grow the investment business.
Major Job Accountabilities

  • Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need.
  • Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning.
  • Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines.
  • Develops a business plan to achieve sales goals and marketing activities.
  • Conducts presentations and solicits prospective customers for investment products/services based on customer suitability.
  • Contacts all assigned leads and branch referrals for appointments and sales presentations.
  • Tracks and reports results to branches and/or management.
  • Conducts branch meetings and training on a regular basis and engages in huddles and activities for all assigned branches.
  • Oversees, mentors, and trains licensed branch employees in assigned branches.
  • Partners with bankers and regularly meets to strategize on cross-referral opportunities.
  • Meets production and revenue goals as determined by management.
  • Prepares and submits all required reports in a timely manner.
  • Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately.
  • Participates in client appreciation events, seminars and other bank-sponsored events.
Experience Required
Three (3) years of work experience in direct sales experience in the securities and/or insurance business.
Required Skills Or Training
  • Able to work during the business hours of assigned bank branches.
  • Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups.
  • Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.
Professional Certifications, Licenses, And/or Registration Requirements
  • Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations.
  • CFP, CLU, ChFC or equivalent designations is a plus.
  • Valid US driver’s license and access to transportation
**This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a very generous monthly incentive and annual payout.**
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales
  • Industries

    Banking

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SUPERVISORY FINANCIAL MANAGEMENT ANALYST.

Joint Base Pearl Harbor-Hickam, HI $130,009 - $169,012 1 week ago

Director of Finance - Doubletree Alana Waikiki

Keaau, HI
$45,655.00
-
$68,485.00
1 month ago

College Financial Representative (Fall 2025 - Honolulu)

Aiea, HI
$31,550.00
-
$115,740.00
2 weeks ago

College Financial Representative, Internship Program

Financial Advisor - HawaiiUSA Federal Credit Union

Ewa Gentry, HI
$50,000.00
-
$250,000.00
2 days ago

Sr Business & Financial Operations Specialist / Exercise Planner with Active Secret

Budget Analyst – JBPHH, Hawaii; Must have an active Secret Clearance, Immediate Hire

Joint Base Pearl Harbor-Hickam, HI 1 week ago

Investment Sales Executive - Central Pacific Investment Services

Business Analyst - Commercial Office and Product

Senior Program Manager Wealth Management Compliance & Risk

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Remote College Accounting Tutor | On-Demand & Flexible
Varsity Tutors, a Nerdy Company
workfromhome, dc
Compensation: 61.000 - 80.000
A leading tutoring platform is seeking Instant Tutors to assist students with College Accounting through its Live Learning Platform. This flexible role allows tutors to accept on-demand requests, providing immediate help and making a real impact on students' learning journeys. Ideal candidates possess strong communication skills, expertise in College Accounting, and a friendly teaching style. The position offers competitive compensation with surge pricing during peak hours and the convenience of remote work.
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VP, Vertical Analytics D&A Leader
Equifax
st. louis, mo
Compensation: 120.000 - 150.000

In this high-impact leadership role, you will be the architect of our data-driven future. You will go beyond executing analytics to shaping the roadmap for sales enablement, marketing, and product evolution

What You’ll Do

  • Act as an expert at presenting complex data narratives to clients, identifying white-space opportunity and solving critical business pain points
  • Proficient at developing executive-ready presentations and data dashboards that translate technical insights into compelling stories for non-technical stakeholders
  • Develop innovative analytical solutions that drive actionable insights to enrich a variety of revenue driving functions such as sales enablement, customer lifetime value, and market penetration
  • Proven ability to package internal data assets into products and services that are value added to clients
  • Proactively influences business decision on product development by synthesizing industry trends, customer behaviors and internal analytics
  • Architects and oversees robust, scalable data pipelines and reporting frameworks to support the full suite of Equifax income and employment verification products
  • Foster a high-performance culture by mentoring mid-level analysts and engineers, setting the bar for technical rigor and “curiosity-driven” innovation

Qualifications

  • 10+ years of experience of managing teams of analytical consultants, data analysts, data engineers and data scientists
  • Deep knowledge of programming languages such as SQL, Python, etc.
  • A Master’s or PhD in Statistics, Mathematics, Engineering, or a highly quantitative field is preferred
  • Data analytics experience in Financial Services industry is preferred
  • Work experience with regulated data is preferred

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Accounting Clerk
FlatironDragados
honolulu, hi
Compensation: 26.174 - 35.817

Overview

The Accounting Clerk will provide administrative support to the Accounting Manager and Business Manager. The ideal candidate will have strong organizational and accounting skills, while remaining flexible and easily adaptable to changing priorities. The ideal candidate will also have exceptional Excel skills as well as the ability to learn new software, understand a variety of invoices, A/P reports, etc.

What You Will Be Doing

  • Organizing incoming payable invoices and logging in invoice log for tracking purposes.
  • Audit invoice details before prepping for upload in the system and communicate with vendor if any issues (i.e. missing PO number, wrong company name, etc.)
  • Upload invoices with appropriate documentation to acquire appropriate approvals.
  • Monitor the status of invoices in process to ensure invoice flow is efficient.
  • Coordinate with Accounting Manager to prep invoice backup for check approvals.
  • Maintain good communication with assigned vendors’ contacts when they have concerns.
  • Audit vendor statements monthly to ensure all invoices are in process.
  • Provide weekly and monthly accounts payable reports, as needed.
  • Assist with administrative duties such as creating Excel spreadsheets to track subcontracts, etc.
  • Compiling subcontract documents in the document control system.
  • Entering purchase order details into ECMS system.
  • Maintenance of project files and reports.
  • Work closely under the supervision of the Accounting Manager to meet project accounting needs.
  • Other duties and reports as needed.

What We Are Looking For

  • 1+ years of experience in an accounting role in a professional setting is preferred.
  • Strong organizational skills and very detail oriented. Strong typing skills.
  • Strong Microsoft computer skills: Word, Excel, Outlook. Strong ability to create spreadsheets that include formulas.
  • Strong customer service skills.
  • Ability to multi-task and work in a high pressure environment.
  • Proactive and solution oriented.
  • Must demonstrate exceptional judgment, discretion, and professional courtesy.
  • Effective oral and written communication skills and excellent interpersonal skills.

Why work for us

  • Comprehensive compensation package and paid time off program
  • Industry leading 401(k)/RRSP
  • Medical/Extended Health Care, Dental, Vision and/or Provincial Medical
  • Wellness benefits & Employee Assistance Program
  • Tuition Reimbursement Program

We are an EEO/ADA/Veterans employer.

Salary Min
USD $19.00/Hr.

Salary Max
USD $26.00/Hr.

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Senior Wealth Advisor — Texas Growth & Equity
District Partners
dallas, tx
Compensation: 200.000 - 250.000
A leading wealth management firm in Texas is seeking a Senior Wealth Advisor to serve high-net-worth clients. The role involves managing client relationships, delivering comprehensive wealth management services, and leveraging existing referral networks. Ideal candidates will have at least 5 years of advisory experience and a strong background in financial planning. This opportunity provides competitive compensation and significant growth potential.
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VP, Residential Whole Loan Credit Analyst (Non-QM)
Onslow Bay Financial
dallas, tx
Compensation: 90.000 - 130.000

Onslow Bay Financial is seeking a Residential Whole Loan Credit Analyst at the VP Level in Dallas, Texas. The role demands a candidate with over 10 years of experience in the residential mortgage whole loan market, specifically in Non-QM underwriting. Responsibilities include managing post-close diligence, reviewing credit exception requests, and communicating guidelines effectively to sellers.

The ideal candidate will possess strong project management skills and must be willing to work on-site three days a week. This role offers a dynamic environment where you will ensure loans are processed correctly and efficiently.

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Business Analyst
K&K Talents
mountain view, ca
Compensation: 90.000 - 120.000

Enterprise Resources Planning Business Analyst

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K&K Talent Solutions inc is an international recruiting agency providing technical resources in Europe, Canada, and the USA since 1993.

This position is with one of our clients in USA , actively hiring to expand their teams.

Job Title: ERP Support Systems Business Analyst

Location: Mountain View, CA (hybrid)

Job Type: Full-Time / Contract

Job Summary:

We seek a versatile ERP Support Systems Business Analyst to support and enhance enterprise systems integrated with ERP and business applications. The role involves managing systems like SimpleLegal, Asignet, Ecosys, P6 , and DocuSign , acting as a bridge between business functions (Legal, Telecom, Project Management, Real Estate, Finance, Procurement) and technical teams. This is a hybrid role, with 3 days onsite in Mountain View, CA .

Key Responsibilities:

  1. Serve as the functional lead and SME for ERP-adjacent systems: SimpleLegal, Asignet, Ecosys, P6 , and DocuSign .
  2. Collaborate with Legal, Finance, Telecom, Real Estate, and Project Management teams to understand needs and translate into system configurations.
  3. Manage and support integrations with SAP Finance , SAP CLM , Coupa , and Salesforce .
  4. Coordinate system upgrades, issue resolution, and workflow improvements with vendors and internal teams.
  5. Support legal case/matter management via SimpleLegal , ensuring proper tracking.
  6. Lead configuration and data validation in Asignet for telecom expense management, ensuring integration with SAP and CLM.
  7. Oversee Ecosys for project portfolio management, aligning with procurement data from Coupa.
  8. Facilitate Primavera P6 usage for project planning, especially for network construction.
  9. Administer DocuSign workflows and Salesforce Contracts integration.
  10. Drive documentation, training, testing, and user adoption.
  11. Maintain compliance with data integrity, security policies, and audits.

Required Skills and Experience:

  1. 6+ years as a Business Analyst or Functional Consultant supporting ERP or related systems.
  2. Hands-on experience with at least three of: SimpleLegal, Asignet, Ecosys, P6, DocuSign .
  3. Understanding of ERP ecosystems and integrations with SAP Finance , Coupa , Salesforce .
  4. Strong analytical, documentation, and problem-solving skills.
  5. Effective stakeholder management and communication skills.
  6. Experience managing vendors, UAT, and deployment activities.

Preferred Qualifications:

  1. Experience supporting legal, telecom, project management, or contract management platforms.
  2. Familiarity with network project scheduling and construction project lifecycles.
  3. Knowledge of SOX controls and compliance workflows.

Seniority level

  • Mid-Senior level

Employment type

  • Contract

Job function

  • Information Technology

Industries

  • Technology, Information and Media
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Senior Asset Manager - Multifamily Growth & Strategy
Post Real Estate Group
plano, tx
Compensation: 90.000 - 120.000

Post Real Estate Group in Plano, Texas is seeking an experienced Asset Manager to join a growing team. The role involves evaluating asset performance, overseeing budgets, and collaborating with property management teams to implement effective solutions.

Qualified candidates should have a Bachelor's degree and at least 7 years of experience in multifamily asset management. The company offers a competitive salary and a flexible hybrid work environment.

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Vice President - Global Accounts
AVI-SPL
marysville, wa
Compensation: 145.000 - 185.000

The Vice President of Global Accounts is responsible for managing the relationships for the company's most strategic multi-national accounts. Within the accounts assigned, they will develop and maintain relationships with key customer personnel across several functions. They are ultimately responsible for protecting the company's "wallet share" position, identifying expansion opportunities and margin growth, and providing guidance to leadership and other internal functions to help align company resources in a way that creates value for the company and its strategic multi-national accounts.

This role will contribute toward and execute against the Global sales strategy, managing and developing key client relationships to maximize company wallet-share and profitability. They will drive to exceed team goals as well as hit personal targets, contributing to overall profitability, success and a positive image of the company in the marketplace.

You will influence and in some cases lead major cross‑functional projects affecting company business, product, and service leadership, articulating product and services strategies.

Essential Duties and Responsibilities

  • Provide vision and leadership to in‑market/region/country teams, enhancing sales team productivity through strong leadership and productivity enhancements.
  • Develop and execute short and long‑term strategic sales plans for 2+ key accounts.
  • Lead and manage key account negotiations, ensuring the company meets revenue quotas on a global scale.
  • Establish relationships with key contacts within the customer's organization, collaborating with services, global IT architectural and field services, and other influencer departments; frequent visits to customer locations are required.
  • Understand and align to market drivers and strategy of major customers, providing feedback to the management team that informs the company's strategies for growth.
  • Manage outcome‑based client relationships, collaborating with and leading the wider Global Account team.
  • Directly oversee the program team consisting of account management, engineering, program management, service delivery, inside sales and solution architects, developing and delivering commercial proposals to customers and guiding on requirements when needed.
  • Protect AVI‑SPL’s position within account by creating and monitoring key performance metrics and managing customer sentiment; coordinate across functions to quickly correct complaints when they arise, enhancing our position as problem solvers.
  • Grow revenue and deepen position within account by implementing product technology upgrades and executing share‑gain opportunities.
  • Deliver business‑level projections to executive leadership teams on a regular basis.
  • Maintain an understanding of the competitive landscape and implement appropriate pricing strategies.

Other duties assigned as needed.

Skills and Abilities

  • Ability to understand, present and demonstrate visual collaboration products and services to end‑user customers.
  • Ability to balance multiple tasks with changing priorities.
  • Ability to work and think independently, ensuring deadlines are met.
  • Demonstrated ability to maintain strict confidentiality and handle sensitive matters with discretion.
  • Excellent attention to detail and organizational skills.
  • Clear and professional written and oral communication skills, both internally and externally.
  • Proficiency with Microsoft Office (Word, Excel, Outlook).
  • Effective communication and interaction with employees, clients, and colleagues; ability to work effectively with all levels of the organization.

Education and Experience

  • Minimum high‑school diploma or equivalent.
  • A four‑year degree preferred.
  • Minimum 10 years of executive sales and industry experience in the IT or AV industry services.
  • Technical aptitude and self‑driven learning with credible understanding of Audio/Visual, Collaboration, and Meeting space technologies.

Working Environment

The work environment is a professional office setting with standard office equipment. Activities include sitting, walking, standing, talking or hearing—both in person and by telephone; using hands repetitively to finger, handle, feel or operate standard office equipment. The environment is generally moderate in noise.

Physical Requirements

  • Regularly requires sitting, walking, and standing; talking or hearing, by telephone or in person; repetitive hand use with standard office equipment.

Direct Reports

  • This position may have up to 2–3 direct reports.

Pay

Base salary range: $145k – $185k, plus incentive plan.

Competitive base salary plus earning potential through a performance‑based incentive plan designed to reward results and high achievement.

AVI‑SPL is an Equal Opportunity Employer/AA/Disabled/Veteran Protected. VEVRAA Federal Contractor.

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Credit Officer, Vice President - Banks & Broker Dealer Teams
JPMorganChase
plano, tx
Compensation: 130.000 - 200.000

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the heart of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and by leveraging your expert judgment to tackle real‑world challenges that affect the company, customers, and communities. Our culture encourages outside‑the‑box thinking, challenges the status quo, and strives to be best‑in‑class.

As a Vice President in the Banks & Broker Dealers team, you will manage and oversee credit risk exposure across a diverse portfolio of financial institutions, including banks, broker dealers, and fintech clients. You will use your analytical expertise and industry knowledge to evaluate creditworthiness, support transaction execution, and provide ongoing risk monitoring. This role offers the opportunity to lead complex credit initiatives, collaborate across business lines, and contribute to strategic decision‑making while mentoring junior team members.

Job Responsibilities

  • Manage credit exposure for a portfolio of North American banks, broker dealers, fintechs, credit unions, and other financial institutions.
  • Lead due diligence and evaluate credit requests across a range of products and risk exposures.
  • Assess and assign risk grades while performing ongoing monitoring of client credit profiles.
  • Execute and oversee transactions, including credit analysis, approval materials, and documentation.
  • Collaborate with bankers, lawyers, finance, and operations to support credit decision‑making.
  • Monitor market, regulatory, and industry developments affecting financial institutions.
  • Evaluate financial statements and perform in‑depth credit analysis to inform decisions.
  • Manage intraday liquidity facilities and market‑related credit exposures (derivatives, trading, financing).
  • Lead discussions with stakeholders regarding credit strategy and client risk positioning.
  • Mentor and develop junior credit officers to enhance team capabilities.
  • Drive process improvements and contribute to key risk and operational initiatives.

Required Qualifications

  • 7+ years of experience in financial services, including investment banking or similar environments.
  • Demonstrated experience in credit risk and/or market risk.
  • Strong knowledge of financial institutions and related products.
  • Proficiency in financial statement analysis and accounting principles.
  • Solid understanding of corporate finance and market dynamics.
  • Experience negotiating loan and trading documentation.
  • Strong verbal and written communication skills with a client‑focused mindset.
  • Ability to perform effectively under pressure in a fast‑paced environment.
  • Proven ability to manage multiple transactions and priorities simultaneously.
  • Advanced proficiency in Excel, PowerPoint, and Word.
  • Strong analytical and problem‑solving skills with sound credit judgment.

Preferred Qualifications

  • Experience working with banks, broker dealers, or other financial institutions.
  • Familiarity with derivatives, trading products, and structured finance transactions.
  • Prior experience managing a diverse credit portfolio.
  • Demonstrated leadership and team‑development experience.
  • Strong stakeholder management and cross‑functional collaboration skills.
  • Knowledge of regulatory frameworks impacting financial institutions.
  • Track record of contributing to process improvements or strategic initiatives.

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set, and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity. Additionally, we provide a range of benefits and programs, such as comprehensive health‑care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental‑health support, financial coaching, and more. Further details about total compensation and benefits will be provided during the hiring process.

EEO Statement

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other protected characteristic under applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and other mental‑health or physical‑disability needs.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

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Head of Financial Planning & Analysis
Tradewind Group
honolulu, hi
Compensation: 100.000 - 130.000

Tradewind Group (the “Company”) is a Hawaiʻi-based company that invests in and operates businesses across real estate and private equity, technology services, and insurance. Our Company promotes the ownership and growth of local businesses, is firmly committed to developing local expertise and talent, and works alongside our partners to improve the well‑being of Hawai‘i. We provide services and make investments that produce good financial returns while supporting the needs of the community and doing our part to preserve what is special about Hawai‘i and its people.

Role Description

Reporting to the VP & CFO, the AVP, Financial Planning & Analysis ("FP&A") leads the strategic and financial planning function for Tradewind Group and its subsidiaries. As an investment management organization, we expect this role to bring both the discipline of a corporate FP&A leader and the analytical rigor of an investment professional — translating data into a clear, defensible point of view that drives capital allocation, performance management, and executive decision‑making.

The AVP owns enterprise‑wide budgeting, forecasting, performance management, and the financial narrative delivered to the CFO, the President, executive leadership, and the Board and its committees. Beyond producing the numbers, the AVP synthesizes them — framing the strategic question, identifying the “so what,” and equipping leadership to make better decisions. The ability to look at a slide and tell the audience exactly what the data means within thirty seconds is a defining characteristic of success in this role.

Please note – although this job description refers to AVP, the title will be adjusted, accordingly, in line with the candidate’s experience.

What You’ll Do

  • Lead enterprise FP&A. Own the annual budgeting and quarterly reforecasting processes end‑to‑end — setting the calendar, framework, and standards; partnering with business‑unit leaders to build credible plans; and presenting consolidated results and forward outlook to leadership and the Board.
  • Tell the story behind the numbers. Develop narrative‑driven analysis that connects data to business performance and strategic implications. Drive a culture within the FP&A team that prioritizes insight and judgment over data presentation alone.
  • Apply investment‑grade rigor. Evaluate strategic initiatives, capital deployment, new business lines, and portfolio investments using return‑on‑capital, IRR, NPV, sensitivity, and scenario analyses. Serve as an internal investment‑underwriting resource for the CFO and executive leadership.
  • Own Board and committee reporting. Design the narrative arc, produce the underlying analysis, build executive‑ready materials, and prepare leadership for quarterly Board and committee discussions. Continuously raise the standard for how the Company communicates with its directors.
  • Run fiscal management and performance. Design and maintain the Company’s contingent liquidity framework and macroeconomic stress tests; evaluate the treasury and investment portfolio; and produce performance‑vs‑plan analyses that link financial outcomes to executive incentive metrics.
  • Modernize the analytics stack. Establish core financial KPIs, dashboards, and management scorecards. Actively identify and operationalize AI use cases that improve the speed, quality, and depth of financial analysis across the team.

What You Bring

Required

  • Bachelor’s degree in Accounting or Finance; MBA or Master’s in a related field preferred.
  • Minimum 5 years of progressive experience in FP&A or a corporate finance function, with a demonstrated track record building and communicating financial plans and analyses to executive‑level audiences.
  • Hands‑on ownership of an enterprise budgeting and forecasting cycle, including direct partnership with business‑unit leaders and presentation of consolidated results to executive leadership or a Board.
  • Demonstrated, hands‑on experience applying AI tools to finance and analytical work — including LLMs, AI‑enabled analytics platforms, agentic workflows, and the automation of repetitive reporting or modeling tasks.
  • Proficiency with at least one enterprise business‑intelligence or data‑visualization platform (e.g., Power BI, Tableau, Looker, Qlik, Sigma); able to design dashboards that communicate insight, not just display data.
  • Expert‑level financial modeling skills, including the ability to build, audit, and stress‑test multi‑driver operating, valuation, and capital‑allocation models.
  • Exceptional written and verbal communication. Slides, memos, and briefings should be self‑evident in their conclusion.

Strongly Preferred

  • Prior experience in private equity, investment banking, equity research, or a comparable investment‑management environment. Candidates without that background must demonstrate equivalent analytical rigor through investment‑quality modeling, returns‑on‑capital evaluation, or M&A and strategic‑transaction underwriting.
  • Prior experience preparing materials for, and presenting to, a Board of Directors or its committees on a recurring (quarterly or more frequent) basis.
  • Demonstrated ability to coach and elevate an FP&A team — building commentary, insight, and executive presence alongside technical craft.

Why This Role

This is a high‑visibility seat at a diversified Hawaiʻi investment management company. You will partner directly with the CFO and President, present to the Board, and shape how the organization deploys capital across real estate, private equity, technology, and insurance. We are not looking for someone to maintain the function as it is — we are looking for someone to raise its ceiling.

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Real Estate Portfolio Analytics Associate — Cash Flow & Growth
DLP Capital
saint augustine, fl
Compensation: 70.000 - 90.000

DLP Capital in Saint Augustine, Florida is looking for a Real Estate Portfolio Management Associate to analyze investments throughout their lifecycle. Responsibilities include financial analysis, reporting, and managing cash flow models for various assets.

The ideal candidate should have a Bachelor’s degree, extensive real estate finance experience, and advanced proficiency in Excel. The position offers perks like unlimited PTO and health insurance, coupled with a commitment to making an impact within the community.

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