Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
12/19/2025
Full time
Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
12/19/2025
Full time
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
12/19/2025
Full time
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
12/19/2025
Full time
Please note, this position is located at Palisades Tahoe Resort in Olympic Valley, CA Year Round Palisades Tahoe We share the spirit of these legendary mountains with the world. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The Wedding and Banquet Sales Manager is responsible for driving group business from the wedding, corporate, and social markets, maximizing revenue opportunities across lodging, events, banquets, and mountain activities. This role requires a strategic and dynamic approach to selling, with a focus on building strong client relationships and delivering exceptional service. Flexibility to work weekends, holidays, and evenings as required to meet business demands is essential. Salaried: The base salary range below represents the low and high end of the Palisades Tahoe Resort, LLC's salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to experience, education, training, location, merit system, quantity or quality of production, responsibilities, and regular and/or necessary travel. The range listed is just one component of Palisades Tahoe Resort, LLC's total compensation package for employees. Other rewards may include short-term and long-term incentives and many region-specific benefits. Base salary range: $59,984 - $83,852 per year To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. Applicants must be 21 years of age. Essential Job Responsibilities/Duties/Tasks include the following; other duties may be assigned: Event Sales: Proactively sell Palisades Tahoe to wedding, social, and corporate groups by delivering compelling presentations and building strong client relationships Marketing and Lead Generation: Manage marketing materials, business listings, social media posts, blog content, and other assets to effectively generate leads and attract potential clients. Strategic Planning: Develop and manage a comprehensive strategic plan with detailed action items, timelines, and measurable goals to drive sales and marketing efforts through to completion. Partnership Development: Build and maintain strong partnerships with third-party vendors, wedding planners, and Destination Management Companies (DMCs) to generate referral business and enhance sales opportunities. CRM Utilization: Maximize the use of the Amadeus/Salesforce CRM system to track leads, manage client relationships, and close business. Utilize CRM features to seamlessly transition definite bookings to the Venue Planning team. Sales Goals: Consistently meet or exceed sales targets as set by the Director of Sales, demonstrating a strong commitment to achieving revenue goals. Interdepartmental Collaboration: Actively collaborate with Food and Beverage, Conference Planning, Front Desk, Reservations, Revenue Management, Housekeeping, and the Lodging General Manager to deliver exceptional service and results for clients. Market Awareness: Stay attuned to current market trends and competitor activities. Work closely with planning and banquet teams to develop innovative offerings that differentiate Palisades Tahoe in the marketplace. Client Engagement: Conduct regular client site tours to showcase various venue options, engage potential clients, and close sales effectively. Lead Response: Respond promptly to all incoming leads within 24 hours to ensure excellent customer service and timely communication. Proposal Writing: Craft engaging and persuasive proposals that capture the attention of potential clients and clearly convey the value of Palisades Tahoe's offerings. Contract Management: Handle contract writing and negotiations with a focus on securing favorable terms and ensuring mutual satisfaction. Time Management: Efficiently balance time between outbound sales calls, sales trips, site tours, proposal development, contract negotiations, and client networking activities to maximize productivity. Competitive Analysis: Regularly review and analyze competitor offerings and industry standards to stay competitive and continuously improve Palisades Tahoe's sales strategies. Competencies and Job Requirements: Communication Skills: Demonstrate strong verbal and written communication abilities, effectively engaging with all levels of the organization, from management to employees and customers. Capable of delivering clear and compelling presentations to diverse audiences. Organizational Skills: Exhibit excellent organizational and problem-solving skills, with a strong ability to prioritize tasks, manage time effectively, and allocate resources efficiently. Proactively anticipate needs and focus on high-priority tasks to ensure smooth operations and exceptional outcomes. Reasoning and Decision-Making: Possess strong reasoning abilities to make independent judgments that significantly impact the organization. Skillfully solve practical problems and navigate situations with various concrete variables, especially in contexts with limited standardization. Interpersonal Skills: Display a high level of interpersonal skills to manage sensitive and confidential situations and documentation with discretion and professionalism. Technical Proficiency: Maintain a working knowledge of computers, including proficiency in MS Office applications (Word, Excel, Outlook, Access), to support effective communication and organizational processes. Education and Experience: 4 year College Degree Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Must be capable of walking or standing 100% or more of a normal 8 hour work shift. Must be capable of occasionally carrying, lifting, pushing or pulling up to 25lbs. Must capable of occasionally squatting, bending, kneeling, reaching, and balancing, able to climb ladders and shovel snow. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus. Working Conditions: Indoor/Outdoor: While performing the duties of this job, the employee will frequently exposed to outside weather conditions. The employee will frequently be exposed to extreme cold, wetness and/or humidity, and occasionally blizzards and extreme storm conditions. Hazardous Materials/Noise: The noise level in the work place is usually moderate. Equipment Used in Job: Describe equipment used in job. For information on Alterra Mountain Company's Social Responsibility work including our Diversity, Equity, & Inclusion actions, please see our webpage at Among other resources, Alterra has Employee Resource Groups to support the BIPOC (Black, Indigenous, and people of color), disability, LGBTQIA2S+, and women communities within our workforce. Required Preferred Job Industries Sales & Marketing
Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
12/19/2025
Full time
Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Job Description As a Sr. District Controller, you will be responsible for the preparation of financial and operating reports, conducting and documenting financial analysis projects. The Sr. District Controller will work directly with the lead operator at the account and enforce procedures that maximize profit by ensuring operational targets, internal control of inventories, cash, and equipment.? Job Responsibilities Highly collaborative with leadership and communicate key levers to improve margins Financial planning and analysis: create annual forecast/budget by venue, create weekly/monthly/annual financial reports Accountable for Cash Flow, Cash and Banking, Accounts Receivable, Accounts Payable, Fixed Assets, and Capital Expenditures Weekly/Monthly reporting ? including analyzing and communicating to the corporation and operators, including targets with SMART actions Audits/Contract Compliance ? including Cash, Accounts Payable, SOX and working with internal corporate auditors Maintain all financial records and reports in adherence with Aramark?s Business Conduct Policy and all local, state, and federal regulations and codes Train and develop finance and operations teams on financial acumen and policies Client Communication (as applicable) ? including systems, reporting, and changes to the program Assist in operational support as needed with direction from Good Uncle Leadership/Regional Finance Director Develop proformas for new business and revenue growth opportunities Performs regional and account related duties as directed by the Director of FP&A At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Minimum 4-5 years of progressive financial experience required, including AP/AR, payroll, and P&L management Ideal candidates will possess a bachelor's degree in Finance or Accounting Ability to work closely with a team in budgeting, cost controls and monthly reporting is critical. Adhering to generally accepted accounting practices and observing all financial controls and processes is required. Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines are essential Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement Excellent Microsoft Excel skills required Candidate must be willing to work event-based hours that include evenings and?weekends This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective equipment (PPE). Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
12/19/2025
Full time
Job Description As a Sr. District Controller, you will be responsible for the preparation of financial and operating reports, conducting and documenting financial analysis projects. The Sr. District Controller will work directly with the lead operator at the account and enforce procedures that maximize profit by ensuring operational targets, internal control of inventories, cash, and equipment.? Job Responsibilities Highly collaborative with leadership and communicate key levers to improve margins Financial planning and analysis: create annual forecast/budget by venue, create weekly/monthly/annual financial reports Accountable for Cash Flow, Cash and Banking, Accounts Receivable, Accounts Payable, Fixed Assets, and Capital Expenditures Weekly/Monthly reporting ? including analyzing and communicating to the corporation and operators, including targets with SMART actions Audits/Contract Compliance ? including Cash, Accounts Payable, SOX and working with internal corporate auditors Maintain all financial records and reports in adherence with Aramark?s Business Conduct Policy and all local, state, and federal regulations and codes Train and develop finance and operations teams on financial acumen and policies Client Communication (as applicable) ? including systems, reporting, and changes to the program Assist in operational support as needed with direction from Good Uncle Leadership/Regional Finance Director Develop proformas for new business and revenue growth opportunities Performs regional and account related duties as directed by the Director of FP&A At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Minimum 4-5 years of progressive financial experience required, including AP/AR, payroll, and P&L management Ideal candidates will possess a bachelor's degree in Finance or Accounting Ability to work closely with a team in budgeting, cost controls and monthly reporting is critical. Adhering to generally accepted accounting practices and observing all financial controls and processes is required. Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines are essential Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement Excellent Microsoft Excel skills required Candidate must be willing to work event-based hours that include evenings and?weekends This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective equipment (PPE). Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
Job Description The Senior Finance Manager will be a key team leader and directly accountable for the operating and accounting controls of the locations assigned. This role will be available to work event-based hours, provide supervision, direction and maintain visible supportive leadership presence. The Sr. Finance Manager will work directly with management team and regional finance directors to enforce accounting procedures, implement internal controls, and develop financial analytics aimed at maximizing efficiency and profitability. The role is expected to ensure managers and other team members are informed of key performance indicators and trained on reporting requirements. The Sr. Finance manager will have direct oversight for preparation of the financial statements, including Operating Statement, Balance Sheet and Cash Flow statement. The Sr. Finance Manager is expected to be proficient in generally accepted accounting controls and have command of the financial statements and over the internal control environment. COMPENSATION: The salary range for this position is $100,000 to $110,000. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. ? BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation . There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including, but not limited to, the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act, and the San Francisco Fair Chance Ordinance to the extent that those laws apply to the opportunity. Job Responsibilities ? Develop and elevate finance team and operations management with coaching and training ? Provide frequent communication with management team and RFD identifying areas in need of improvement that will impact business results and setting priorities for performance ? Meet or exceed compliance with all accounting and financial reporting requirements of the business ? Deliver detailed explanations of key variances between targets and actual results ? Support S&E growth opportunities by assisting with proforma builds and opening new accounts ? Develop analytical tools to help operators evaluate their business with the aim to achieve or exceed business targets ? Be accountable and have command of assets and liabilities related to business including but not limited to Accounts Receivable, Accounts Payable, Cash & Banking, Fixed Assets and Capital Expenditures ? Assist as needed Regional Finance Directors initiatives and related responsibilities In addition the role will ? Effectively use deliberate influence strategies to impact, shape or re-direct behavior of other team members without formal authority ? Lead presentations and provide effectively written business correspondence ? Articulate the business trends and correlate results against management behaviors ? Take initiative to identify changes required and effectively implement process improvements Qualifications ? Ideal candidate will possess a bachelor's degree in Finance or Accounting/ MBA preferred ? Minimum 7+ years of progressive financial experience required, including AP/AR, payroll, and P&L management ? Budgeting, forecasting, financial cost control planning & analysis and monthly reporting experience is a must ? Demonstrate ability to manage in a diverse environment with focus on client and customer services is essential ? Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines are essential ? Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement ? Excellent Microsoft Office, data provisioning and management skills required. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
12/19/2025
Full time
Job Description The Senior Finance Manager will be a key team leader and directly accountable for the operating and accounting controls of the locations assigned. This role will be available to work event-based hours, provide supervision, direction and maintain visible supportive leadership presence. The Sr. Finance Manager will work directly with management team and regional finance directors to enforce accounting procedures, implement internal controls, and develop financial analytics aimed at maximizing efficiency and profitability. The role is expected to ensure managers and other team members are informed of key performance indicators and trained on reporting requirements. The Sr. Finance manager will have direct oversight for preparation of the financial statements, including Operating Statement, Balance Sheet and Cash Flow statement. The Sr. Finance Manager is expected to be proficient in generally accepted accounting controls and have command of the financial statements and over the internal control environment. COMPENSATION: The salary range for this position is $100,000 to $110,000. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. ? BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation . There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including, but not limited to, the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act, and the San Francisco Fair Chance Ordinance to the extent that those laws apply to the opportunity. Job Responsibilities ? Develop and elevate finance team and operations management with coaching and training ? Provide frequent communication with management team and RFD identifying areas in need of improvement that will impact business results and setting priorities for performance ? Meet or exceed compliance with all accounting and financial reporting requirements of the business ? Deliver detailed explanations of key variances between targets and actual results ? Support S&E growth opportunities by assisting with proforma builds and opening new accounts ? Develop analytical tools to help operators evaluate their business with the aim to achieve or exceed business targets ? Be accountable and have command of assets and liabilities related to business including but not limited to Accounts Receivable, Accounts Payable, Cash & Banking, Fixed Assets and Capital Expenditures ? Assist as needed Regional Finance Directors initiatives and related responsibilities In addition the role will ? Effectively use deliberate influence strategies to impact, shape or re-direct behavior of other team members without formal authority ? Lead presentations and provide effectively written business correspondence ? Articulate the business trends and correlate results against management behaviors ? Take initiative to identify changes required and effectively implement process improvements Qualifications ? Ideal candidate will possess a bachelor's degree in Finance or Accounting/ MBA preferred ? Minimum 7+ years of progressive financial experience required, including AP/AR, payroll, and P&L management ? Budgeting, forecasting, financial cost control planning & analysis and monthly reporting experience is a must ? Demonstrate ability to manage in a diverse environment with focus on client and customer services is essential ? Excellent oral and written communication skills, strong attention to detail and the ability to work under strict deadlines are essential ? Must be organized, demonstrate initiative and have ability to diagnose current state and achieve process improvement ? Excellent Microsoft Office, data provisioning and management skills required. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
Job Description The Food Service Director is a management position responsible for developing and executing dining solutions to meet customer needs and tastes. Oversees and manages dining operations where customers order prepared foods from a menu. Job Responsibilities Leadership ? Lead, mentor, engage and develop teams to maximize their contributions, including recruiting, assessing, training, coaching and managing performance ? Ensure food services appropriately connects to the Executional Framework ? Coach employees by creating a shared understanding about what needs to be achieved and how to execute ? Reward and recognize employees ? Ensure safety and sanitation standards in all operations Client Relationship ? Identify client needs and effectively communicate operational progress Financial Performance ? Adopt Aramark process and systems ? Build revenue and manage budget, including cost controls regarding food, beverage and labor ? Ensure the completion and maintenance of P&L statements ? Achieve food and labor targets ? Manage resources to ensure quality and cost control within budgetary guidelines Productivity ? Implement and maintain Aramark agenda for both labor and food initiatives ? Create value through efficient operations, appropriate cost controls and profit management ? Full compliance with Operational Excellence fundamentals, including food and labor ? Direct and oversee operations related to production, distribution and food service Compliance ? Maintain a safe and healthy environment for clients, customers and employees ? Comply with all applicable policies, rules and regulations, including but not limited to those relating to safety, health, wage and hour Key Responsibilities ? Establish and maintain systems and procedures for the ordering, receiving, storing, preparing and serving of food related products, as well as menu planning and development ? Develops operational component forecasts and can explain variances. Responsible for components accounting functions. ? Ensures that requirements for appropriate sanitation and safety levels in respective areas are met ? Coordinates and supervises unit personnel regarding production, merchandising, quality and cost control, labor management and employee training ? Recruits, hires, develops and retains front line team. ? Conducts period inventory ? Maintains records to comply with ARAMARK, government and accrediting agency standards ? Interacts with Client Management and maintains effective client and customer relations at all levels with client organization ? May participate in sales process and negotiation of contracts ? Looks for opportunities to implement new products and services which support sales growth and client retention Additional Responsibilities ? Manage the front of the house of the dining operation (Cafeteria/ Residential Dining Facility) ? Develop and implement food service plans aligned with the client's mission and vision, to include sustainable practices At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications ? Requires at least 4 years of experience ? Requires at least 1-3 years of experience in a management role ? Requires previous experience in food service ? Requires a bachelor?s degree or equivalent experience ? Strong communication skills ? Ability to develop and maintain effective client and customer rapport for mutually beneficial business relationships ? Ability to demonstrate excellent customer service using Aramark's standard model ? Ability to maintain an effective working relationship with other departments to a unified food service experience for all customers ? Requires occasional lifting, carrying, pushing, and pulling up to 50 lb. ? Must be able to stand for extended periods of time. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at connect with us onFacebook,InstagramandTwitter.
12/19/2025
Full time
Job Description The Food Service Director is a management position responsible for developing and executing dining solutions to meet customer needs and tastes. Oversees and manages dining operations where customers order prepared foods from a menu. Job Responsibilities Leadership ? Lead, mentor, engage and develop teams to maximize their contributions, including recruiting, assessing, training, coaching and managing performance ? Ensure food services appropriately connects to the Executional Framework ? Coach employees by creating a shared understanding about what needs to be achieved and how to execute ? Reward and recognize employees ? Ensure safety and sanitation standards in all operations Client Relationship ? Identify client needs and effectively communicate operational progress Financial Performance ? Adopt Aramark process and systems ? Build revenue and manage budget, including cost controls regarding food, beverage and labor ? Ensure the completion and maintenance of P&L statements ? Achieve food and labor targets ? Manage resources to ensure quality and cost control within budgetary guidelines Productivity ? Implement and maintain Aramark agenda for both labor and food initiatives ? Create value through efficient operations, appropriate cost controls and profit management ? Full compliance with Operational Excellence fundamentals, including food and labor ? Direct and oversee operations related to production, distribution and food service Compliance ? Maintain a safe and healthy environment for clients, customers and employees ? Comply with all applicable policies, rules and regulations, including but not limited to those relating to safety, health, wage and hour Key Responsibilities ? Establish and maintain systems and procedures for the ordering, receiving, storing, preparing and serving of food related products, as well as menu planning and development ? Develops operational component forecasts and can explain variances. Responsible for components accounting functions. ? Ensures that requirements for appropriate sanitation and safety levels in respective areas are met ? Coordinates and supervises unit personnel regarding production, merchandising, quality and cost control, labor management and employee training ? Recruits, hires, develops and retains front line team. ? Conducts period inventory ? Maintains records to comply with ARAMARK, government and accrediting agency standards ? Interacts with Client Management and maintains effective client and customer relations at all levels with client organization ? May participate in sales process and negotiation of contracts ? Looks for opportunities to implement new products and services which support sales growth and client retention Additional Responsibilities ? Manage the front of the house of the dining operation (Cafeteria/ Residential Dining Facility) ? Develop and implement food service plans aligned with the client's mission and vision, to include sustainable practices At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications ? Requires at least 4 years of experience ? Requires at least 1-3 years of experience in a management role ? Requires previous experience in food service ? Requires a bachelor?s degree or equivalent experience ? Strong communication skills ? Ability to develop and maintain effective client and customer rapport for mutually beneficial business relationships ? Ability to demonstrate excellent customer service using Aramark's standard model ? Ability to maintain an effective working relationship with other departments to a unified food service experience for all customers ? Requires occasional lifting, carrying, pushing, and pulling up to 50 lb. ? Must be able to stand for extended periods of time. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at connect with us onFacebook,InstagramandTwitter.
Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
12/18/2025
Full time
Position Type: Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance Identify, research, and look for solutions to resolve the needs of affluent clients Identify opportunities to modify existing processes to efficiently manage escalations Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement Develop recommendations and a business case to support the them What you have Qualifications: Deep product expertise of Addepar reporting capabilities Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP) A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm Ability to influence partners at all levels and demonstrate strong ownership skills. Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment Outstanding "soft" skills - including the ability to work well with a diverse range of partners Bachelor's degree 4+ years of experience with UHNW client segment required 7+ years' experience in brokerage or financial services industry required Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Job Description The Food Service Manager is a management position responsible for developing and implementing dining solutions to meet customer needs and tastes. Oversees and manages dining operations where customers order prepared foods from a menu. COMPENSATION: The salary range for this position is $50,000.00 to $55,000.00. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. Job Responsibilities Leadership Use Aramark's coaching model to engage and develop team members to their fullest potential Reward and recognize employees Ensure individual and team performance meets objectives and client expectations Plan and lead daily team briefings Ensure safety and sanitation standards in all operations Client Relationship Identify client needs and communicate operational progress Financial Performance Ensure the completion and maintenance of P&L statements Deliver client and company financial targets Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve margins Productivity Bring value through efficient operations, appropriate cost controls, and profit management Follow the Operational Excellence fundamentals by meeting and maintaining food and labor initiatives Ensure entire team is trained and able to implement Supervise team regarding production, quality and control Compliance Maintain a safe and healthy environment for clients, customers and employees Follow all applicable policies, rules and regulations, including but not limited to those relating to safety, health, wage and hour Additional Responsibilities Lead the front of the house of the dining operation (Cafeteria/ Residential Dining Facility) in conjunction with the Food Service Director Plans, directs, and coordinates food service activities in order to deliver a finished product to the customer At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Requires at least 1 year of experience Requires at least 1 year of experience in a management role Bachelor's degree or equivalent experience preferred Strong interpersonal skills Ability to maintain effective client and customer rapport for mutually beneficial business relationships Ability to demonstrate excellent customer service using Aramark's standard service model Ability to maintain an effective working relationship with other departments to a unified food service experience for all customers Requires occasional lifting, carrying, pushing, and pulling up to 50 lb. Must be able to stand for extended periods of time. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
12/18/2025
Full time
Job Description The Food Service Manager is a management position responsible for developing and implementing dining solutions to meet customer needs and tastes. Oversees and manages dining operations where customers order prepared foods from a menu. COMPENSATION: The salary range for this position is $50,000.00 to $55,000.00. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark?s good faith and reasonable estimate of the compensation for this position as of the time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. Job Responsibilities Leadership Use Aramark's coaching model to engage and develop team members to their fullest potential Reward and recognize employees Ensure individual and team performance meets objectives and client expectations Plan and lead daily team briefings Ensure safety and sanitation standards in all operations Client Relationship Identify client needs and communicate operational progress Financial Performance Ensure the completion and maintenance of P&L statements Deliver client and company financial targets Adopt all Aramark processes and systems, understand performance metrics, data, order and inventory trends; educate teams on key levers to improve margins Productivity Bring value through efficient operations, appropriate cost controls, and profit management Follow the Operational Excellence fundamentals by meeting and maintaining food and labor initiatives Ensure entire team is trained and able to implement Supervise team regarding production, quality and control Compliance Maintain a safe and healthy environment for clients, customers and employees Follow all applicable policies, rules and regulations, including but not limited to those relating to safety, health, wage and hour Additional Responsibilities Lead the front of the house of the dining operation (Cafeteria/ Residential Dining Facility) in conjunction with the Food Service Director Plans, directs, and coordinates food service activities in order to deliver a finished product to the customer At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice. Qualifications Requires at least 1 year of experience Requires at least 1 year of experience in a management role Bachelor's degree or equivalent experience preferred Strong interpersonal skills Ability to maintain effective client and customer rapport for mutually beneficial business relationships Ability to demonstrate excellent customer service using Aramark's standard service model Ability to maintain an effective working relationship with other departments to a unified food service experience for all customers Requires occasional lifting, carrying, pushing, and pulling up to 50 lb. Must be able to stand for extended periods of time. Education About Aramark Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
BAYADA Home Health Care is immediately seeking an Associate Director of Operations to join our Gaithersburg, MD Assistive Care office. Are you a driven leader with a heart for healthcare and a mind for business? We're BAYADA Home Health Care-a leading home health care company-and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. In this dynamic environment, you will have the chance to apply your entrepreneurial and relationship-building skills and lead a caring, professional team that is instrumental in providing the highest quality care to our clients. What you'll do: Lead day-to-day operations of the Montgomery Maryland Assistive Care office Drive growth through strategic planning, business development, budgeting, and goal setting Build and manage a high-performing team dedicated to The BAYADA Way ( Cultivate referral sources and community relationships Mentor and develop staff to ensure exceptional service and compliance Who you are: You've led teams-preferably in home care, healthcare, or service-driven industries You're motivated by measurable success and love hitting performance targets You're dedicated to providing exceptional home care services to help people have a safe home life with comfort, independence, and dignity You thrive on networking and building strong relationships in the community You're tech savvy, organized, and communicate with clarity and purpose Qualifications for an Associate Director: Four-year college degree required Minimum two years of supervisory or management experience (preferably in a health care or social service industry) Proven ability to organize, manage and grow an office and its staff Background in marketing and recruiting Demonstrated PC and communication skills, especially in regard to networking with the community and representing our organization to various groups and agencies Ambition to grow and advance beyond current position and responsibilities What you'll love about BAYADA: Culture : Family-founded, mission-driven, recognized by Newsweek and Glassdoor as a Best Place to Work Growth : Advancement opportunities within a national organization Work-life balance : Monday- Friday in office schedule with paid holidays and generous PTO Local Leadership: Small-office feel backed by a national support system Benefits : Medical, dental, vision, 401(k) with match, weekly pay, and more. To learn more about BAYADA Home Health Care benefits, As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here ( BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
12/18/2025
Full time
BAYADA Home Health Care is immediately seeking an Associate Director of Operations to join our Gaithersburg, MD Assistive Care office. Are you a driven leader with a heart for healthcare and a mind for business? We're BAYADA Home Health Care-a leading home health care company-and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. In this dynamic environment, you will have the chance to apply your entrepreneurial and relationship-building skills and lead a caring, professional team that is instrumental in providing the highest quality care to our clients. What you'll do: Lead day-to-day operations of the Montgomery Maryland Assistive Care office Drive growth through strategic planning, business development, budgeting, and goal setting Build and manage a high-performing team dedicated to The BAYADA Way ( Cultivate referral sources and community relationships Mentor and develop staff to ensure exceptional service and compliance Who you are: You've led teams-preferably in home care, healthcare, or service-driven industries You're motivated by measurable success and love hitting performance targets You're dedicated to providing exceptional home care services to help people have a safe home life with comfort, independence, and dignity You thrive on networking and building strong relationships in the community You're tech savvy, organized, and communicate with clarity and purpose Qualifications for an Associate Director: Four-year college degree required Minimum two years of supervisory or management experience (preferably in a health care or social service industry) Proven ability to organize, manage and grow an office and its staff Background in marketing and recruiting Demonstrated PC and communication skills, especially in regard to networking with the community and representing our organization to various groups and agencies Ambition to grow and advance beyond current position and responsibilities What you'll love about BAYADA: Culture : Family-founded, mission-driven, recognized by Newsweek and Glassdoor as a Best Place to Work Growth : Advancement opportunities within a national organization Work-life balance : Monday- Friday in office schedule with paid holidays and generous PTO Local Leadership: Small-office feel backed by a national support system Benefits : Medical, dental, vision, 401(k) with match, weekly pay, and more. To learn more about BAYADA Home Health Care benefits, As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here ( BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
BAYADA Home Health Care is immediately seeking an Associate Director of Operations to join our Gaithersburg, MD Assistive Care office. Are you a driven leader with a heart for healthcare and a mind for business? We're BAYADA Home Health Care-a leading home health care company-and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. In this dynamic environment, you will have the chance to apply your entrepreneurial and relationship-building skills and lead a caring, professional team that is instrumental in providing the highest quality care to our clients. What you'll do: Lead day-to-day operations of the Montgomery Maryland Assistive Care office Drive growth through strategic planning, business development, budgeting, and goal setting Build and manage a high-performing team dedicated to The BAYADA Way Cultivate referral sources and community relationships Mentor and develop staff to ensure exceptional service and compliance Who you are: You've led teams-preferably in home care, healthcare, or service-driven industries You're motivated by measurable success and love hitting performance targets You're dedicated to providing exceptional home care services to help people have a safe home life with comfort, independence, and dignity You thrive on networking and building strong relationships in the community You're tech savvy, organized, and communicate with clarity and purpose Qualifications for an Associate Director: Four-year college degree required Minimum two years of supervisory or management experience (preferably in a health care or social service industry) Proven ability to organize, manage and grow an office and its staff Background in marketing and recruiting Demonstrated PC and communication skills, especially in regard to networking with the community and representing our organization to various groups and agencies Ambition to grow and advance beyond current position and responsibilities What you'll love about BAYADA: Culture : Family-founded, mission-driven, recognized by Newsweek and Glassdoor as a Best Place to Work Growth : Advancement opportunities within a national organization Work-life balance : Monday- Friday in office schedule with paid holidays and generous PTO Local Leadership: Small-office feel backed by a national support system Benefits : Medical, dental, vision, 401(k) with match, weekly pay, and more. To learn more about BAYADA Home Health Care benefits, As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here . BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
12/18/2025
Full time
BAYADA Home Health Care is immediately seeking an Associate Director of Operations to join our Gaithersburg, MD Assistive Care office. Are you a driven leader with a heart for healthcare and a mind for business? We're BAYADA Home Health Care-a leading home health care company-and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. In this dynamic environment, you will have the chance to apply your entrepreneurial and relationship-building skills and lead a caring, professional team that is instrumental in providing the highest quality care to our clients. What you'll do: Lead day-to-day operations of the Montgomery Maryland Assistive Care office Drive growth through strategic planning, business development, budgeting, and goal setting Build and manage a high-performing team dedicated to The BAYADA Way Cultivate referral sources and community relationships Mentor and develop staff to ensure exceptional service and compliance Who you are: You've led teams-preferably in home care, healthcare, or service-driven industries You're motivated by measurable success and love hitting performance targets You're dedicated to providing exceptional home care services to help people have a safe home life with comfort, independence, and dignity You thrive on networking and building strong relationships in the community You're tech savvy, organized, and communicate with clarity and purpose Qualifications for an Associate Director: Four-year college degree required Minimum two years of supervisory or management experience (preferably in a health care or social service industry) Proven ability to organize, manage and grow an office and its staff Background in marketing and recruiting Demonstrated PC and communication skills, especially in regard to networking with the community and representing our organization to various groups and agencies Ambition to grow and advance beyond current position and responsibilities What you'll love about BAYADA: Culture : Family-founded, mission-driven, recognized by Newsweek and Glassdoor as a Best Place to Work Growth : Advancement opportunities within a national organization Work-life balance : Monday- Friday in office schedule with paid holidays and generous PTO Local Leadership: Small-office feel backed by a national support system Benefits : Medical, dental, vision, 401(k) with match, weekly pay, and more. To learn more about BAYADA Home Health Care benefits, As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here . BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
POSITION SUMMARY High Voltage Maintenance is currently seeking an experienced Operations individual with some Sales background to manage our Boston territory. This Service Center Manager will provide business, managerial, and technical direction to our technicians and customers while developing and growing the service center. HVM is an electrical engineering and testing company providing comprehensive testing, maintenance, and engineering services to a variety of industries including utilities, data centers, renewable energy, commercial and industrial industries. RESPONSIBILITIES Responsible for the sales, profit, and quality of the area operation. Make regular sales calls on existing major accounts and establish contact with new accounts. Provide proposals or service contracts for HVM's services and repair work. Review and sign contracts consistent with Limits of Authority. Work with the Region Director, Regional Sales Manager and Marketing Services to promote new business. Develop Area Profit Plan using local committee and periodically review plan to ensure that Service Center work is on track. Hold periodic regular management committee meetings to promote effective communication and review business progress. Work with staff to develop weekly invoicing and monthly Status Reports. Review and audit field jobs. Responsible for the general supervision, safety and technical training of Field Engineers and Technicians. Coordinate technical training for field personnel and assist with career development. Review and recommend field technical procedures and procedure changes. Develop and review proposals, and review reports of field engineers. Coordinate and schedule work for our technicians with customers. QUALIFICATIONS Minimum five years same or similar work experience in the Industrial Service Industry. Requires a high degree of communication, supervisory, organizational, and good management skills. Communicate effectively, writing and verbally, with clients, peers, subordinates, and management. Strong computer skills including editing, formatting, and using templates in Microsoft Word, use of Internet for standards/products/manufacturer research and operation of computer-controlled test equipment. Willing to do some overnight travel to cover field region and attend company meetings. Regularly required to sit, stand, walk, use hands and fingers, talk, and hear. Required to sit and work at computer. Specific vision abilities required by this job include close vision and the ability to adjust focus. Valid Driver's License with clean driving record. EDUCATION AND CERTIFICATIONS Four-year degree or graduate of Electrical Technical School or Military equivalent, BSEE/BSEET preferred. TRAVEL TIME REQUIRED 25% The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES Customer Focus Operational Excellence High-Performance Culture Innovation Financial Strength OUR BEHAVIORS Own It Act With Urgency Foster a Customer-First Mindset Think Big and Execute Lead by Example Drive Continuous Improvement Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to . If you are interested in applying or learning more about this role, please visit the company's career page located on Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. The anticipated salary range for this role in the Massachusetts locality is between $124,425 to $155,466 per year plus Sales Incentive Plan-salary ranges for other geographic localities may vary. Certain roles are eligible for additional rewards, including merit increases, annual bonus and stock. These awards are allocated based on individual performance and are role based. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee's role. The role is eligible to participate in a comprehensive and competitive benefits program, including medical, dental, vision, disability, PTO, holiday pay, and 401k. Additional details about total compensation and benefits will be provided during the hiring process.
12/18/2025
Full time
POSITION SUMMARY High Voltage Maintenance is currently seeking an experienced Operations individual with some Sales background to manage our Boston territory. This Service Center Manager will provide business, managerial, and technical direction to our technicians and customers while developing and growing the service center. HVM is an electrical engineering and testing company providing comprehensive testing, maintenance, and engineering services to a variety of industries including utilities, data centers, renewable energy, commercial and industrial industries. RESPONSIBILITIES Responsible for the sales, profit, and quality of the area operation. Make regular sales calls on existing major accounts and establish contact with new accounts. Provide proposals or service contracts for HVM's services and repair work. Review and sign contracts consistent with Limits of Authority. Work with the Region Director, Regional Sales Manager and Marketing Services to promote new business. Develop Area Profit Plan using local committee and periodically review plan to ensure that Service Center work is on track. Hold periodic regular management committee meetings to promote effective communication and review business progress. Work with staff to develop weekly invoicing and monthly Status Reports. Review and audit field jobs. Responsible for the general supervision, safety and technical training of Field Engineers and Technicians. Coordinate technical training for field personnel and assist with career development. Review and recommend field technical procedures and procedure changes. Develop and review proposals, and review reports of field engineers. Coordinate and schedule work for our technicians with customers. QUALIFICATIONS Minimum five years same or similar work experience in the Industrial Service Industry. Requires a high degree of communication, supervisory, organizational, and good management skills. Communicate effectively, writing and verbally, with clients, peers, subordinates, and management. Strong computer skills including editing, formatting, and using templates in Microsoft Word, use of Internet for standards/products/manufacturer research and operation of computer-controlled test equipment. Willing to do some overnight travel to cover field region and attend company meetings. Regularly required to sit, stand, walk, use hands and fingers, talk, and hear. Required to sit and work at computer. Specific vision abilities required by this job include close vision and the ability to adjust focus. Valid Driver's License with clean driving record. EDUCATION AND CERTIFICATIONS Four-year degree or graduate of Electrical Technical School or Military equivalent, BSEE/BSEET preferred. TRAVEL TIME REQUIRED 25% The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES Customer Focus Operational Excellence High-Performance Culture Innovation Financial Strength OUR BEHAVIORS Own It Act With Urgency Foster a Customer-First Mindset Think Big and Execute Lead by Example Drive Continuous Improvement Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to . If you are interested in applying or learning more about this role, please visit the company's career page located on Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. The anticipated salary range for this role in the Massachusetts locality is between $124,425 to $155,466 per year plus Sales Incentive Plan-salary ranges for other geographic localities may vary. Certain roles are eligible for additional rewards, including merit increases, annual bonus and stock. These awards are allocated based on individual performance and are role based. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee's role. The role is eligible to participate in a comprehensive and competitive benefits program, including medical, dental, vision, disability, PTO, holiday pay, and 401k. Additional details about total compensation and benefits will be provided during the hiring process.
POSITION SUMMARY High Voltage Maintenance is currently seeking an experienced Operations individual with some Sales background to manage our Boston territory. This Service Center Manager will provide business, managerial, and technical direction to our technicians and customers while developing and growing the service center. HVM is an electrical engineering and testing company providing comprehensive testing, maintenance, and engineering services to a variety of industries including utilities, data centers, renewable energy, commercial and industrial industries. RESPONSIBILITIES Responsible for the sales, profit, and quality of the area operation. Make regular sales calls on existing major accounts and establish contact with new accounts. Provide proposals or service contracts for HVM's services and repair work. Review and sign contracts consistent with Limits of Authority. Work with the Region Director, Regional Sales Manager and Marketing Services to promote new business. Develop Area Profit Plan using local committee and periodically review plan to ensure that Service Center work is on track. Hold periodic regular management committee meetings to promote effective communication and review business progress. Work with staff to develop weekly invoicing and monthly Status Reports. Review and audit field jobs. Responsible for the general supervision, safety and technical training of Field Engineers and Technicians. Coordinate technical training for field personnel and assist with career development. Review and recommend field technical procedures and procedure changes. Develop and review proposals, and review reports of field engineers. Coordinate and schedule work for our technicians with customers. QUALIFICATIONS Minimum five years same or similar work experience in the Industrial Service Industry. Requires a high degree of communication, supervisory, organizational, and good management skills. Communicate effectively, writing and verbally, with clients, peers, subordinates, and management. Strong computer skills including editing, formatting, and using templates in Microsoft Word, use of Internet for standards/products/manufacturer research and operation of computer-controlled test equipment. Willing to do some overnight travel to cover field region and attend company meetings. Regularly required to sit, stand, walk, use hands and fingers, talk, and hear. Required to sit and work at computer. Specific vision abilities required by this job include close vision and the ability to adjust focus. Valid Driver's License with clean driving record. EDUCATION AND CERTIFICATIONS Four-year degree or graduate of Electrical Technical School or Military equivalent, BSEE/BSEET preferred. TRAVEL TIME REQUIRED 25% The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES Customer Focus Operational Excellence High-Performance Culture Innovation Financial Strength OUR BEHAVIORS Own It Act With Urgency Foster a Customer-First Mindset Think Big and Execute Lead by Example Drive Continuous Improvement Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to . If you are interested in applying or learning more about this role, please visit the company's career page located on Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. The anticipated salary range for this role in the Massachusetts locality is between $124,425 to $155,466 per year plus Sales Incentive Plan-salary ranges for other geographic localities may vary. Certain roles are eligible for additional rewards, including merit increases, annual bonus and stock. These awards are allocated based on individual performance and are role based. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee's role. The role is eligible to participate in a comprehensive and competitive benefits program, including medical, dental, vision, disability, PTO, holiday pay, and 401k. Additional details about total compensation and benefits will be provided during the hiring process.
12/18/2025
Full time
POSITION SUMMARY High Voltage Maintenance is currently seeking an experienced Operations individual with some Sales background to manage our Boston territory. This Service Center Manager will provide business, managerial, and technical direction to our technicians and customers while developing and growing the service center. HVM is an electrical engineering and testing company providing comprehensive testing, maintenance, and engineering services to a variety of industries including utilities, data centers, renewable energy, commercial and industrial industries. RESPONSIBILITIES Responsible for the sales, profit, and quality of the area operation. Make regular sales calls on existing major accounts and establish contact with new accounts. Provide proposals or service contracts for HVM's services and repair work. Review and sign contracts consistent with Limits of Authority. Work with the Region Director, Regional Sales Manager and Marketing Services to promote new business. Develop Area Profit Plan using local committee and periodically review plan to ensure that Service Center work is on track. Hold periodic regular management committee meetings to promote effective communication and review business progress. Work with staff to develop weekly invoicing and monthly Status Reports. Review and audit field jobs. Responsible for the general supervision, safety and technical training of Field Engineers and Technicians. Coordinate technical training for field personnel and assist with career development. Review and recommend field technical procedures and procedure changes. Develop and review proposals, and review reports of field engineers. Coordinate and schedule work for our technicians with customers. QUALIFICATIONS Minimum five years same or similar work experience in the Industrial Service Industry. Requires a high degree of communication, supervisory, organizational, and good management skills. Communicate effectively, writing and verbally, with clients, peers, subordinates, and management. Strong computer skills including editing, formatting, and using templates in Microsoft Word, use of Internet for standards/products/manufacturer research and operation of computer-controlled test equipment. Willing to do some overnight travel to cover field region and attend company meetings. Regularly required to sit, stand, walk, use hands and fingers, talk, and hear. Required to sit and work at computer. Specific vision abilities required by this job include close vision and the ability to adjust focus. Valid Driver's License with clean driving record. EDUCATION AND CERTIFICATIONS Four-year degree or graduate of Electrical Technical School or Military equivalent, BSEE/BSEET preferred. TRAVEL TIME REQUIRED 25% The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES Customer Focus Operational Excellence High-Performance Culture Innovation Financial Strength OUR BEHAVIORS Own It Act With Urgency Foster a Customer-First Mindset Think Big and Execute Lead by Example Drive Continuous Improvement Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to . If you are interested in applying or learning more about this role, please visit the company's career page located on Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. The anticipated salary range for this role in the Massachusetts locality is between $124,425 to $155,466 per year plus Sales Incentive Plan-salary ranges for other geographic localities may vary. Certain roles are eligible for additional rewards, including merit increases, annual bonus and stock. These awards are allocated based on individual performance and are role based. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee's role. The role is eligible to participate in a comprehensive and competitive benefits program, including medical, dental, vision, disability, PTO, holiday pay, and 401k. Additional details about total compensation and benefits will be provided during the hiring process.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
12/18/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
12/18/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
12/18/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
12/18/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
Job Title: Estimator At Exo, integrity isn't just a value it's the foundation of the work we do to keep our nation's infrastructure reliable and safe. From field assessments to innovative restoration solutions, we combine precision, integrity, and purpose in everything we do. Our team helps ensure power stays on, schools stay open, businesses thrive, and communities stay safe. You'll work with a respected team of experts solving meaningful challenges that protect communities and ensure the integrity of infrastructure. Position Summary: The Estimator is responsible for preparing accurate and competitive cost estimates for projects by analyzing specifications, proposals, regional information, the competitive landscape, and other relevant documentation. This role primarily supports Business Development through the development and writing of proposals and bid documents. The Estimator determines overall project costs, including materials, labor, equipment, and other resources, while ensuring compliance with industry standards and company policies. Key Responsibilities: Cost Estimation: Prepare detailed cost estimates for various projects, including labor, materials, equipment, and other resources. Project Analysis: Review and analyze project specifications, drawings, and other documentation to understand the scope of work. Proposal Preparation: Prepare and submit competitive bids and proposals, ensuring all necessary information is included and deadlines are met. Vendor and Subcontractor Coordination: Obtain quotes from suppliers and subcontractors, negotiate prices, and ensure the best possible terms. Risk Assessment: Identify potential risks and uncertainties in the project and incorporate them into the estimate. Reporting: Provide regular updates and reports on cost estimates, project status, and any variances to management. Collaboration: Work closely with business development, operations managers, engineers, and other stakeholders to ensure alignment on project goals and requirements. Continuous Improvement: Stay updated with industry trends, best practices, and advancements in estimation techniques and tools. Qualifications and Requirements: Bachelor's degree in Construction Management, Engineering, Business, or a related field. Preferred 3-5 years of experience in cost estimation or a related field. Proficiency in estimation software and tools. Strong analytical and mathematical skills. Excellent attention to detail and accuracy. Effective communication and negotiation skills. Ability to read and interpret technical drawings and specifications. Strong organizational and time management skills. Physical Requirements: Proficient in using computers and estimation software, as well as handling paperwork and documents. Ability to read and analyze detailed blueprints, technical diagrams, specifications, and documents on computer screens for extended periods. Able to effectively communicate with team members and stakeholders, both in person and over the phone, view email and in person. Able to work a desk job requiring long hours of sitting and working on a computer. Occasionally walking around the office, attending meetings, and visiting different departments. Proficient in using a computer, including typing, using a mouse, and other peripherals. Effective listening skills for communication during meetings, both in-person and virtual. Mental Requirements: Analytical Thinking: Ability to analyze complex data and make informed decisions. Attention to Detail: High level of accuracy in preparing estimates and reviewing documentation. Problem-Solving: Capable of identifying issues and developing effective solutions. Stress Management: Ability to work under tight deadlines and handle stress effectively. Communication: Strong verbal and written communication skills for interaction with team members, clients, and vendors. Time Management: Ability to manage multiple projects simultaneously and prioritize tasks efficiently. Work Environment: Majority of work performed in an office setting, with occasional visits to construction sites. Occasional travel may be required to visit project sites, meet with clients, or attend industry events. FLSA Status: Exempt Pay Range: $60-90,000 Yearly Reports To: Senior Director, Lighting & Utility Operations This job description outlines the primary duties and requirements for the role of an Estimator. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Management reserves the right to modify, add, or remove duties as necessary. Benefits: Exo offers a comprehensive benefits package including: Medical Dental Vision Health Savings Account/Flexible Spending Accounts Life and Accidental Death & Dismemberment Short Term and Long-Term Disability Accident, Hospital Indemnity and Critical Illness 401k with company match PTO 10 paid holidays Exo is committed to equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, sex, disability, protected veteran status, or any other basis protected by applicable federal, state, or local law. PI4b6799ef8c6c-2432
12/18/2025
Full time
Job Title: Estimator At Exo, integrity isn't just a value it's the foundation of the work we do to keep our nation's infrastructure reliable and safe. From field assessments to innovative restoration solutions, we combine precision, integrity, and purpose in everything we do. Our team helps ensure power stays on, schools stay open, businesses thrive, and communities stay safe. You'll work with a respected team of experts solving meaningful challenges that protect communities and ensure the integrity of infrastructure. Position Summary: The Estimator is responsible for preparing accurate and competitive cost estimates for projects by analyzing specifications, proposals, regional information, the competitive landscape, and other relevant documentation. This role primarily supports Business Development through the development and writing of proposals and bid documents. The Estimator determines overall project costs, including materials, labor, equipment, and other resources, while ensuring compliance with industry standards and company policies. Key Responsibilities: Cost Estimation: Prepare detailed cost estimates for various projects, including labor, materials, equipment, and other resources. Project Analysis: Review and analyze project specifications, drawings, and other documentation to understand the scope of work. Proposal Preparation: Prepare and submit competitive bids and proposals, ensuring all necessary information is included and deadlines are met. Vendor and Subcontractor Coordination: Obtain quotes from suppliers and subcontractors, negotiate prices, and ensure the best possible terms. Risk Assessment: Identify potential risks and uncertainties in the project and incorporate them into the estimate. Reporting: Provide regular updates and reports on cost estimates, project status, and any variances to management. Collaboration: Work closely with business development, operations managers, engineers, and other stakeholders to ensure alignment on project goals and requirements. Continuous Improvement: Stay updated with industry trends, best practices, and advancements in estimation techniques and tools. Qualifications and Requirements: Bachelor's degree in Construction Management, Engineering, Business, or a related field. Preferred 3-5 years of experience in cost estimation or a related field. Proficiency in estimation software and tools. Strong analytical and mathematical skills. Excellent attention to detail and accuracy. Effective communication and negotiation skills. Ability to read and interpret technical drawings and specifications. Strong organizational and time management skills. Physical Requirements: Proficient in using computers and estimation software, as well as handling paperwork and documents. Ability to read and analyze detailed blueprints, technical diagrams, specifications, and documents on computer screens for extended periods. Able to effectively communicate with team members and stakeholders, both in person and over the phone, view email and in person. Able to work a desk job requiring long hours of sitting and working on a computer. Occasionally walking around the office, attending meetings, and visiting different departments. Proficient in using a computer, including typing, using a mouse, and other peripherals. Effective listening skills for communication during meetings, both in-person and virtual. Mental Requirements: Analytical Thinking: Ability to analyze complex data and make informed decisions. Attention to Detail: High level of accuracy in preparing estimates and reviewing documentation. Problem-Solving: Capable of identifying issues and developing effective solutions. Stress Management: Ability to work under tight deadlines and handle stress effectively. Communication: Strong verbal and written communication skills for interaction with team members, clients, and vendors. Time Management: Ability to manage multiple projects simultaneously and prioritize tasks efficiently. Work Environment: Majority of work performed in an office setting, with occasional visits to construction sites. Occasional travel may be required to visit project sites, meet with clients, or attend industry events. FLSA Status: Exempt Pay Range: $60-90,000 Yearly Reports To: Senior Director, Lighting & Utility Operations This job description outlines the primary duties and requirements for the role of an Estimator. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Management reserves the right to modify, add, or remove duties as necessary. Benefits: Exo offers a comprehensive benefits package including: Medical Dental Vision Health Savings Account/Flexible Spending Accounts Life and Accidental Death & Dismemberment Short Term and Long-Term Disability Accident, Hospital Indemnity and Critical Illness 401k with company match PTO 10 paid holidays Exo is committed to equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, sex, disability, protected veteran status, or any other basis protected by applicable federal, state, or local law. PI4b6799ef8c6c-2432
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
12/18/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: San Antonio, Texas Plano, Texas Phoenix, Arizona Tampa, Florida Charlotte, North Carolina Chesapeake, Virginia Relocation assistance is only available to San Antonio for this position What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus . click apply for full job details
