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hybrid accounting manager
Financial Systems & Strategy Analyst Davis, CA, Job ID 85378
University of California Agriculture and Natural Resources El Macero, California
Financial Systems & Strategy Analyst Davis, CA, Job ID 85378 University of California Agriculture and Natural Resources Job Description Position Summary: The Financial Systems & Strategy Analyst serves as a senior-level project and policy analyst within the IMM Office Controller Business Services, supporting the enterprise financial systems. This position supports the implementation and optimization of complex business and financial systems. This position provides advanced project analysis, policy interpretation, and strategic coordination to ensure financial system initiatives align with UC policies, accounting standards, and organizational priorities. The analyst serves as a liaison between the Controller's Office, technical project management teams, business systems analysts, functional leads, and campus partners. By fostering clear communication and mutual understanding across technical and functional areas, this role supports efficient implementation and sustainable adoption of new processes and systems. The incumbent plays a critical role in ensuring that project initiatives and process improvements are coordinated across multiple functional areas, integrating system capabilities with policy, compliance, and user needs. The position focuses on project management, strategy, communications, policy alignment, and user experience rather than technical configuration or coding. The analyst partners closely with all stakeholders to optimize business processes, improve user adoption, and ensure seamless integration across various financial modules. This role plays a critical leadership function in ensuring that financial system initiatives are strategically planned, effectively communicated, compliant with UC and external requirements, and sustainably adopted across the organization. Department Summary: The University of California, Agriculture and Natural Resources (UC ANR) brings the power of UC research and education to all 58 counties of California. UC ANR employs more than 1,600 academic and staff personnel and operates with an annual budget exceeding $300 million. UC ANR manages 10 Research and Extension Centers across the state and are present in every county and across all UC campuses, working with communities, farmers, ranchers, youth, and policymakers to develop practical, science-based solutions. Our programs advance sustainable agriculture, healthy food systems, natural resources, youth development, and community resilience, improving the lives of all Californians. This position is a career term appointment that is 100% fixed. The home department is IMM Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $81,500/year to $115,800/year Job Posting Close Date: This job is open until filled. The first application review date will be 04/30/2026. Key Responsibilities: 25% Project and Change Management Guidance & Support: Serves as a strategic liaison to project teams, ensuring policy, communication, and organizational perspectives are represented throughout project lifecycles. Coordinates testing, validation, and participation in system releases and business process changes with IT and partners. Supports configuration reviews, data cleanup, and conversion activities to promote efficient system use, data integrity, and compliance. 25% Strategic Alignment and Organizational Planning: Collaborate with the Controller and senior leadership to align financial system initiatives with UC ANR's strategic, fiscal, and operational priorities. Serves as an intermediary among leadership, project managers, and functional teams to ensure requirements, policies, and deliverables are clearly defined and understood. Leads analysis of organizational needs, financial policies, and operational practices to ensure systems support both unit-level and enterprise-wide objectives. Develops long-term roadmaps, prioritizes initiatives, and evaluates the organizational and financial impact of system decisions. 25% Business Process Improvement and Systems Optimization: Evaluates financial and business workflows to identify inefficiencies, gaps, and opportunities for improvement. Recommends process enhancements and supports implementation plans that improve user experience, data integrity, and cross-system integration. Ensures process changes align with UC policies, accounting standards, and applicable compliance requirements. Collaborates with functional leads to support consistent and compliant financial practices across the organization. 15% Stakeholder Communication and Engagement: Develops clear, timely communications, presentations, and documentation to support leadership decision-making, project transparency, and user engagement. Facilitates cross-functional discussions to align expectations, clarify decisions, and address the impact of change. Tracks and documents key decisions, assumptions, and change implications to support transparency and accountability. Supports organizational readiness and user adoption through coordinated messaging and engagement strategies. 10% Analysis and Compliance Support: Interprets UC, federal, and state policy changes affecting financial operations. Provides analysis and recommendations to the leadership to ensure compliance and consistency across UC ANR processes and systems. Supports internal control objectives. Requirements: Bachelor's degree in a relevant field, such as Accounting, Finance, Information Technology, Public Administration/Public Policy, Business Administration, and/or equivalent combination of education and experience. Thorough experience with business systems, process optimization, or financial operations. Advanced Experience facilitating alignment between strategic objectives, business needs, and system capabilities. Ability to manage multiple projects, track progress, and ensure timely completion. Familiarity with project management, change management, or continuous improvement frameworks (e.g., Agile, Lean). Advanced knowledge and prior experience of analyzing business processes and driving improvements would be an asset for this position. Demonstrated experience/skills on a large or an ERP system, such as Oracle Cloud Financials, Workday, PeopleSoft Financials, and similar systems required. Proficiency in relevant software and tools, including Microsoft Office Suite, and quickly learn new reporting tools such as SAS. An ability to communicate ideas, analyze and interpret data, and collaborate with diverse stakeholders to develop solutions to complex institutional challenges. Preferred Skills: Experience supporting financial system implementation or modernization initiatives. Experience within a public higher education or Land Grant University environment. Familiarity with fund accounting and grant administration. Knowledge of accounting principles (e.g., GAAP), financial analysis, and reporting. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. Policy on Vaccination Programs , as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: . click apply for full job details
06/24/2026
Full time
Financial Systems & Strategy Analyst Davis, CA, Job ID 85378 University of California Agriculture and Natural Resources Job Description Position Summary: The Financial Systems & Strategy Analyst serves as a senior-level project and policy analyst within the IMM Office Controller Business Services, supporting the enterprise financial systems. This position supports the implementation and optimization of complex business and financial systems. This position provides advanced project analysis, policy interpretation, and strategic coordination to ensure financial system initiatives align with UC policies, accounting standards, and organizational priorities. The analyst serves as a liaison between the Controller's Office, technical project management teams, business systems analysts, functional leads, and campus partners. By fostering clear communication and mutual understanding across technical and functional areas, this role supports efficient implementation and sustainable adoption of new processes and systems. The incumbent plays a critical role in ensuring that project initiatives and process improvements are coordinated across multiple functional areas, integrating system capabilities with policy, compliance, and user needs. The position focuses on project management, strategy, communications, policy alignment, and user experience rather than technical configuration or coding. The analyst partners closely with all stakeholders to optimize business processes, improve user adoption, and ensure seamless integration across various financial modules. This role plays a critical leadership function in ensuring that financial system initiatives are strategically planned, effectively communicated, compliant with UC and external requirements, and sustainably adopted across the organization. Department Summary: The University of California, Agriculture and Natural Resources (UC ANR) brings the power of UC research and education to all 58 counties of California. UC ANR employs more than 1,600 academic and staff personnel and operates with an annual budget exceeding $300 million. UC ANR manages 10 Research and Extension Centers across the state and are present in every county and across all UC campuses, working with communities, farmers, ranchers, youth, and policymakers to develop practical, science-based solutions. Our programs advance sustainable agriculture, healthy food systems, natural resources, youth development, and community resilience, improving the lives of all Californians. This position is a career term appointment that is 100% fixed. The home department is IMM Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $81,500/year to $115,800/year Job Posting Close Date: This job is open until filled. The first application review date will be 04/30/2026. Key Responsibilities: 25% Project and Change Management Guidance & Support: Serves as a strategic liaison to project teams, ensuring policy, communication, and organizational perspectives are represented throughout project lifecycles. Coordinates testing, validation, and participation in system releases and business process changes with IT and partners. Supports configuration reviews, data cleanup, and conversion activities to promote efficient system use, data integrity, and compliance. 25% Strategic Alignment and Organizational Planning: Collaborate with the Controller and senior leadership to align financial system initiatives with UC ANR's strategic, fiscal, and operational priorities. Serves as an intermediary among leadership, project managers, and functional teams to ensure requirements, policies, and deliverables are clearly defined and understood. Leads analysis of organizational needs, financial policies, and operational practices to ensure systems support both unit-level and enterprise-wide objectives. Develops long-term roadmaps, prioritizes initiatives, and evaluates the organizational and financial impact of system decisions. 25% Business Process Improvement and Systems Optimization: Evaluates financial and business workflows to identify inefficiencies, gaps, and opportunities for improvement. Recommends process enhancements and supports implementation plans that improve user experience, data integrity, and cross-system integration. Ensures process changes align with UC policies, accounting standards, and applicable compliance requirements. Collaborates with functional leads to support consistent and compliant financial practices across the organization. 15% Stakeholder Communication and Engagement: Develops clear, timely communications, presentations, and documentation to support leadership decision-making, project transparency, and user engagement. Facilitates cross-functional discussions to align expectations, clarify decisions, and address the impact of change. Tracks and documents key decisions, assumptions, and change implications to support transparency and accountability. Supports organizational readiness and user adoption through coordinated messaging and engagement strategies. 10% Analysis and Compliance Support: Interprets UC, federal, and state policy changes affecting financial operations. Provides analysis and recommendations to the leadership to ensure compliance and consistency across UC ANR processes and systems. Supports internal control objectives. Requirements: Bachelor's degree in a relevant field, such as Accounting, Finance, Information Technology, Public Administration/Public Policy, Business Administration, and/or equivalent combination of education and experience. Thorough experience with business systems, process optimization, or financial operations. Advanced Experience facilitating alignment between strategic objectives, business needs, and system capabilities. Ability to manage multiple projects, track progress, and ensure timely completion. Familiarity with project management, change management, or continuous improvement frameworks (e.g., Agile, Lean). Advanced knowledge and prior experience of analyzing business processes and driving improvements would be an asset for this position. Demonstrated experience/skills on a large or an ERP system, such as Oracle Cloud Financials, Workday, PeopleSoft Financials, and similar systems required. Proficiency in relevant software and tools, including Microsoft Office Suite, and quickly learn new reporting tools such as SAS. An ability to communicate ideas, analyze and interpret data, and collaborate with diverse stakeholders to develop solutions to complex institutional challenges. Preferred Skills: Experience supporting financial system implementation or modernization initiatives. Experience within a public higher education or Land Grant University environment. Familiarity with fund accounting and grant administration. Knowledge of accounting principles (e.g., GAAP), financial analysis, and reporting. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. Policy on Vaccination Programs , as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: . click apply for full job details
Senior Staff Accountant
RDM Associates, Inc. Clarkston, Michigan
Job Description Job Description WHY RDMA? Join the RDM Associates (RDMA) team and make a difference for our non-profit clients! Be part of our strategic, technology driven accounting service team! People The RDMA team offers a base of experience that would not typically be found within nonprofit organizations. Our people have experience with a wide range of businesses and provide years of accounting and audit experience with seasoned staff coming from CPA firms, consulting firms and industry accounting departments. Team and Flexible Working Environment RDMA works together as a TEAM through scheduled touchpoint meetings, frequent communication and fun team building events! We offer a work from home hybrid schedule and flex time for appointments. Opportunity for Growth and Education RDMA encourages continued education with our Tuition reimbursement policy for the CPA and other continuing education opportunities. Your career will be driven by RDMA's Leadership and Goal Setting planning with your assigned Coach. We will provide you with the path for growth and other opportunities to participate in our firms' strategic initiatives. The RDMA Difference for our Clients RDMA focuses on the following 4 pillars that define the foundation of our ability to deliver world-class outsourced accounting services: Enterprise Level Technologies Accuracy & Reliability Top Tier Expertise Strategic Partnership with Our Clients Contacts and Next Steps Positions Open: Senior Accountant: The Senior Accountant will engage and coordinate with all staff levels within RDMA and will have frequent contact with various staff members of RDMA clients. The Senior Accountant is responsible for learning and applying technical accounting skills as part of a team to carry out tasks with coaching and supervision. The Senior Accountant plays a key role in maintaining client books, month end closings, and supporting the preparation and analysis of client financial statements. It is critical that the Senior Accountant is ensuring that all RDM Associates policies and procedures are being followed across all of their duties and responsibilities. Senior Accountants are cross trained with one or more additional client accounts. The position is viewed as a crucial back-up to the Accounting Manager and may be called upon to stand in for the lead as required.
06/24/2026
Full time
Job Description Job Description WHY RDMA? Join the RDM Associates (RDMA) team and make a difference for our non-profit clients! Be part of our strategic, technology driven accounting service team! People The RDMA team offers a base of experience that would not typically be found within nonprofit organizations. Our people have experience with a wide range of businesses and provide years of accounting and audit experience with seasoned staff coming from CPA firms, consulting firms and industry accounting departments. Team and Flexible Working Environment RDMA works together as a TEAM through scheduled touchpoint meetings, frequent communication and fun team building events! We offer a work from home hybrid schedule and flex time for appointments. Opportunity for Growth and Education RDMA encourages continued education with our Tuition reimbursement policy for the CPA and other continuing education opportunities. Your career will be driven by RDMA's Leadership and Goal Setting planning with your assigned Coach. We will provide you with the path for growth and other opportunities to participate in our firms' strategic initiatives. The RDMA Difference for our Clients RDMA focuses on the following 4 pillars that define the foundation of our ability to deliver world-class outsourced accounting services: Enterprise Level Technologies Accuracy & Reliability Top Tier Expertise Strategic Partnership with Our Clients Contacts and Next Steps Positions Open: Senior Accountant: The Senior Accountant will engage and coordinate with all staff levels within RDMA and will have frequent contact with various staff members of RDMA clients. The Senior Accountant is responsible for learning and applying technical accounting skills as part of a team to carry out tasks with coaching and supervision. The Senior Accountant plays a key role in maintaining client books, month end closings, and supporting the preparation and analysis of client financial statements. It is critical that the Senior Accountant is ensuring that all RDM Associates policies and procedures are being followed across all of their duties and responsibilities. Senior Accountants are cross trained with one or more additional client accounts. The position is viewed as a crucial back-up to the Accounting Manager and may be called upon to stand in for the lead as required.
Senior Accountant
FMHC Lakewood, Ohio
Description: Position Summary: The Senior Accountant is responsible for researching and recommending new accounting standards in compliance with Generally Accepted Accounting Principles and the review and preparation of financial reports and supporting documents. Duties and Responsibilities: Understands the business, financials, industry, customers and strategy. Prepares the month, quarter and year end close; prepares the footnotes to the annual report and all required disclosures. Maintains accounting models used for significant financial estimates. Develops and maintains proper controls for safeguarding assets and accurate reporting of financial position and performance; participates in internal control meetings and discussions; ensures two-party control, FIDICIA compliance; COSO compliance and fiduciary reporting duties is maintained. Responds to questions in absence of the Controller. Maintains knowledge and capabilities of banking core systems and systems of profitability; loads general ledger balances to profitability system and verifies accuracy. Facilitates with department managers to develop a budget and forecasting; reports budgeting to senior management. Works with internal audit and compliance to ensure accounting department is in compliance. Keeps up-to-date with current financial reporting and accounting procedures and regulations. Completes various projects and accounting duties such as time studies for accounting estimates, verifying secondary market pipeline report accuracy, 401K and pension plan reporting, REO workout activities, secondary market derivative accounting, etc. Other duties as required. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Necessary competencies: Adaptability Communication skills Customer service Interpersonal skills Job knowledge Judgment Leadership Planning and organization Staff development Technical Expertise Experience in Accounting in financial services or banking is required. Experience in banking/lending laws, regulations or guidelines is required. Experience in using financial reporting systems is required. Experience in mortgage lending is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. EasyLender, Cleartouch, OnBase, various government and investor software/web portals is preferred. Education and Experience Education: Bachelor's degree in Accounting or Finance, or equivalent experience, is required. Certification: CPA is preferred. Years of experience: 2 to 5 years is required. Years of experience supervising: None Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a hybrid office setting, 3 days a week in the office and 2 remote days, with typical work hours being 8.30a through 5.15p. PI1fe8c-0543
06/24/2026
Full time
Description: Position Summary: The Senior Accountant is responsible for researching and recommending new accounting standards in compliance with Generally Accepted Accounting Principles and the review and preparation of financial reports and supporting documents. Duties and Responsibilities: Understands the business, financials, industry, customers and strategy. Prepares the month, quarter and year end close; prepares the footnotes to the annual report and all required disclosures. Maintains accounting models used for significant financial estimates. Develops and maintains proper controls for safeguarding assets and accurate reporting of financial position and performance; participates in internal control meetings and discussions; ensures two-party control, FIDICIA compliance; COSO compliance and fiduciary reporting duties is maintained. Responds to questions in absence of the Controller. Maintains knowledge and capabilities of banking core systems and systems of profitability; loads general ledger balances to profitability system and verifies accuracy. Facilitates with department managers to develop a budget and forecasting; reports budgeting to senior management. Works with internal audit and compliance to ensure accounting department is in compliance. Keeps up-to-date with current financial reporting and accounting procedures and regulations. Completes various projects and accounting duties such as time studies for accounting estimates, verifying secondary market pipeline report accuracy, 401K and pension plan reporting, REO workout activities, secondary market derivative accounting, etc. Other duties as required. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Necessary competencies: Adaptability Communication skills Customer service Interpersonal skills Job knowledge Judgment Leadership Planning and organization Staff development Technical Expertise Experience in Accounting in financial services or banking is required. Experience in banking/lending laws, regulations or guidelines is required. Experience in using financial reporting systems is required. Experience in mortgage lending is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. EasyLender, Cleartouch, OnBase, various government and investor software/web portals is preferred. Education and Experience Education: Bachelor's degree in Accounting or Finance, or equivalent experience, is required. Certification: CPA is preferred. Years of experience: 2 to 5 years is required. Years of experience supervising: None Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a hybrid office setting, 3 days a week in the office and 2 remote days, with typical work hours being 8.30a through 5.15p. PI1fe8c-0543
Intuit
Senior Manager, Partner Customer Success
Intuit Frisco, Texas
Job Description Overview At Intuit, the Senior Manager, Partner Customer Success is the architect behind the individuals who lead our most influential accounting partnerships. Your mission is to build, coach, and scale a team of PCSMs who move beyond the "launch" phase to become indispensable strategic anchors for high-value firms. You will ensure your team successfully connects the dots between a firm's business goals and the full breadth of the Intuit ecosystem, driving deep platform adoption and identifying expansion opportunities that transform IES into a firm's primary growth engine. Responsibilities Post-Implementation Maturity: Lead the team in transitioning firms from "newly onboarded" to "fully optimized." Focus on deep-tier feature adoption and workflow integration that cements IES as the firm's operational bedrock. Partner Enablement & Scale: Coach the team to build scalable "train-the-trainer" enablement programs. Equip firm leadership with the expertise and resources they need to confidently enable their end-users, driving deep engagement with key new features that unlock mutual value and scale. Strategic Growth & NRR Ownership: Drive team-wide accountability for Net Recurring Revenue (NRR) through proactive expansion. Coach PCSMs to identify "white space" within a firm's existing client base where additional IES solutions can drive mutual profitability. Lifecycle Advisor Coaching: Mentor PCSMs on navigating complex, multi-year partnership lifecycles. Train the team to lead high-impact Business Reviews that focus on future-state ROI rather than past-tense support metrics. Accountant Advocacy & Roadmap Strategy: Act as the "voice of the accountant" at the leadership level. Translate recurring feedback from mature, high-scale users into actionable roadmap insights for Product and Engineering teams to ensure the platform scales with our partners. Cross-Functional Growth Orchestration: Serve as the strategic bridge between Sales and Product. Ensure your team effectively "quarterbacks" internal resources to solve complex, long-term business challenges for partners, maintaining a "VIP" experience throughout the entire partnership. Retention & Health Governance: Leverage tools like Salesforce and Quickbase to monitor usage trends and health indicators. Architect sophisticated "save" strategies and proactive intervention plans for mature accounts that may be plateauing in their platform usage. Qualifications Experience: 8+ years of experience in Customer Success or Account Management, with at least 3+ years specifically leading teams in a high-touch B2B or SaaS environment. Accounting Domain Expertise: Deep understanding of accounting/bookkeeping fundamentals and mid-market firm workflows. You must be able to "speak the language" to mentor your team through complex financial management and scaling challenges. Matrixed Navigation: Proven ability to drive results within a large-scale, matrixed organization, managing stakeholders across Sales, Product, and executive leadership. Strategic Problem Solving: Ability to look beyond the immediate "fix" to develop innovative, long-term solutions for partner retention and platform health. Technical & Analytical Literacy: Proficiency in modern CS tech stacks (Salesforce, analytics dashboards) and a solid grasp of how AI-driven insights can be leveraged to show value to firm leadership. The "Polish" Factor: Exceptional communication skills with the ability to guide and influence accounting firm leadership (Partners, CEOs, COOs) at the highest levels. Travel Readiness: Willingness to travel up to 30% to join your team on-site at major partner locations for strategic business reviews and high-stakes relationship building. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Atlanta/Plano: $142,000 - $192,500 San Diego: $143,500-$194,000 Mountain View: $172,000-$233,000 This is a hybrid role that will require 3 days in office.
06/23/2026
Full time
Job Description Overview At Intuit, the Senior Manager, Partner Customer Success is the architect behind the individuals who lead our most influential accounting partnerships. Your mission is to build, coach, and scale a team of PCSMs who move beyond the "launch" phase to become indispensable strategic anchors for high-value firms. You will ensure your team successfully connects the dots between a firm's business goals and the full breadth of the Intuit ecosystem, driving deep platform adoption and identifying expansion opportunities that transform IES into a firm's primary growth engine. Responsibilities Post-Implementation Maturity: Lead the team in transitioning firms from "newly onboarded" to "fully optimized." Focus on deep-tier feature adoption and workflow integration that cements IES as the firm's operational bedrock. Partner Enablement & Scale: Coach the team to build scalable "train-the-trainer" enablement programs. Equip firm leadership with the expertise and resources they need to confidently enable their end-users, driving deep engagement with key new features that unlock mutual value and scale. Strategic Growth & NRR Ownership: Drive team-wide accountability for Net Recurring Revenue (NRR) through proactive expansion. Coach PCSMs to identify "white space" within a firm's existing client base where additional IES solutions can drive mutual profitability. Lifecycle Advisor Coaching: Mentor PCSMs on navigating complex, multi-year partnership lifecycles. Train the team to lead high-impact Business Reviews that focus on future-state ROI rather than past-tense support metrics. Accountant Advocacy & Roadmap Strategy: Act as the "voice of the accountant" at the leadership level. Translate recurring feedback from mature, high-scale users into actionable roadmap insights for Product and Engineering teams to ensure the platform scales with our partners. Cross-Functional Growth Orchestration: Serve as the strategic bridge between Sales and Product. Ensure your team effectively "quarterbacks" internal resources to solve complex, long-term business challenges for partners, maintaining a "VIP" experience throughout the entire partnership. Retention & Health Governance: Leverage tools like Salesforce and Quickbase to monitor usage trends and health indicators. Architect sophisticated "save" strategies and proactive intervention plans for mature accounts that may be plateauing in their platform usage. Qualifications Experience: 8+ years of experience in Customer Success or Account Management, with at least 3+ years specifically leading teams in a high-touch B2B or SaaS environment. Accounting Domain Expertise: Deep understanding of accounting/bookkeeping fundamentals and mid-market firm workflows. You must be able to "speak the language" to mentor your team through complex financial management and scaling challenges. Matrixed Navigation: Proven ability to drive results within a large-scale, matrixed organization, managing stakeholders across Sales, Product, and executive leadership. Strategic Problem Solving: Ability to look beyond the immediate "fix" to develop innovative, long-term solutions for partner retention and platform health. Technical & Analytical Literacy: Proficiency in modern CS tech stacks (Salesforce, analytics dashboards) and a solid grasp of how AI-driven insights can be leveraged to show value to firm leadership. The "Polish" Factor: Exceptional communication skills with the ability to guide and influence accounting firm leadership (Partners, CEOs, COOs) at the highest levels. Travel Readiness: Willingness to travel up to 30% to join your team on-site at major partner locations for strategic business reviews and high-stakes relationship building. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Atlanta/Plano: $142,000 - $192,500 San Diego: $143,500-$194,000 Mountain View: $172,000-$233,000 This is a hybrid role that will require 3 days in office.
Intuit
Senior Manager, Partner Customer Success
Intuit Plano, Texas
Job Description Overview At Intuit, the Senior Manager, Partner Customer Success is the architect behind the individuals who lead our most influential accounting partnerships. Your mission is to build, coach, and scale a team of PCSMs who move beyond the "launch" phase to become indispensable strategic anchors for high-value firms. You will ensure your team successfully connects the dots between a firm's business goals and the full breadth of the Intuit ecosystem, driving deep platform adoption and identifying expansion opportunities that transform IES into a firm's primary growth engine. Responsibilities Post-Implementation Maturity: Lead the team in transitioning firms from "newly onboarded" to "fully optimized." Focus on deep-tier feature adoption and workflow integration that cements IES as the firm's operational bedrock. Partner Enablement & Scale: Coach the team to build scalable "train-the-trainer" enablement programs. Equip firm leadership with the expertise and resources they need to confidently enable their end-users, driving deep engagement with key new features that unlock mutual value and scale. Strategic Growth & NRR Ownership: Drive team-wide accountability for Net Recurring Revenue (NRR) through proactive expansion. Coach PCSMs to identify "white space" within a firm's existing client base where additional IES solutions can drive mutual profitability. Lifecycle Advisor Coaching: Mentor PCSMs on navigating complex, multi-year partnership lifecycles. Train the team to lead high-impact Business Reviews that focus on future-state ROI rather than past-tense support metrics. Accountant Advocacy & Roadmap Strategy: Act as the "voice of the accountant" at the leadership level. Translate recurring feedback from mature, high-scale users into actionable roadmap insights for Product and Engineering teams to ensure the platform scales with our partners. Cross-Functional Growth Orchestration: Serve as the strategic bridge between Sales and Product. Ensure your team effectively "quarterbacks" internal resources to solve complex, long-term business challenges for partners, maintaining a "VIP" experience throughout the entire partnership. Retention & Health Governance: Leverage tools like Salesforce and Quickbase to monitor usage trends and health indicators. Architect sophisticated "save" strategies and proactive intervention plans for mature accounts that may be plateauing in their platform usage. Qualifications Experience: 8+ years of experience in Customer Success or Account Management, with at least 3+ years specifically leading teams in a high-touch B2B or SaaS environment. Accounting Domain Expertise: Deep understanding of accounting/bookkeeping fundamentals and mid-market firm workflows. You must be able to "speak the language" to mentor your team through complex financial management and scaling challenges. Matrixed Navigation: Proven ability to drive results within a large-scale, matrixed organization, managing stakeholders across Sales, Product, and executive leadership. Strategic Problem Solving: Ability to look beyond the immediate "fix" to develop innovative, long-term solutions for partner retention and platform health. Technical & Analytical Literacy: Proficiency in modern CS tech stacks (Salesforce, analytics dashboards) and a solid grasp of how AI-driven insights can be leveraged to show value to firm leadership. The "Polish" Factor: Exceptional communication skills with the ability to guide and influence accounting firm leadership (Partners, CEOs, COOs) at the highest levels. Travel Readiness: Willingness to travel up to 30% to join your team on-site at major partner locations for strategic business reviews and high-stakes relationship building. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Atlanta/Plano: $142,000 - $192,500 San Diego: $143,500-$194,000 Mountain View: $172,000-$233,000 This is a hybrid role that will require 3 days in office.
06/23/2026
Full time
Job Description Overview At Intuit, the Senior Manager, Partner Customer Success is the architect behind the individuals who lead our most influential accounting partnerships. Your mission is to build, coach, and scale a team of PCSMs who move beyond the "launch" phase to become indispensable strategic anchors for high-value firms. You will ensure your team successfully connects the dots between a firm's business goals and the full breadth of the Intuit ecosystem, driving deep platform adoption and identifying expansion opportunities that transform IES into a firm's primary growth engine. Responsibilities Post-Implementation Maturity: Lead the team in transitioning firms from "newly onboarded" to "fully optimized." Focus on deep-tier feature adoption and workflow integration that cements IES as the firm's operational bedrock. Partner Enablement & Scale: Coach the team to build scalable "train-the-trainer" enablement programs. Equip firm leadership with the expertise and resources they need to confidently enable their end-users, driving deep engagement with key new features that unlock mutual value and scale. Strategic Growth & NRR Ownership: Drive team-wide accountability for Net Recurring Revenue (NRR) through proactive expansion. Coach PCSMs to identify "white space" within a firm's existing client base where additional IES solutions can drive mutual profitability. Lifecycle Advisor Coaching: Mentor PCSMs on navigating complex, multi-year partnership lifecycles. Train the team to lead high-impact Business Reviews that focus on future-state ROI rather than past-tense support metrics. Accountant Advocacy & Roadmap Strategy: Act as the "voice of the accountant" at the leadership level. Translate recurring feedback from mature, high-scale users into actionable roadmap insights for Product and Engineering teams to ensure the platform scales with our partners. Cross-Functional Growth Orchestration: Serve as the strategic bridge between Sales and Product. Ensure your team effectively "quarterbacks" internal resources to solve complex, long-term business challenges for partners, maintaining a "VIP" experience throughout the entire partnership. Retention & Health Governance: Leverage tools like Salesforce and Quickbase to monitor usage trends and health indicators. Architect sophisticated "save" strategies and proactive intervention plans for mature accounts that may be plateauing in their platform usage. Qualifications Experience: 8+ years of experience in Customer Success or Account Management, with at least 3+ years specifically leading teams in a high-touch B2B or SaaS environment. Accounting Domain Expertise: Deep understanding of accounting/bookkeeping fundamentals and mid-market firm workflows. You must be able to "speak the language" to mentor your team through complex financial management and scaling challenges. Matrixed Navigation: Proven ability to drive results within a large-scale, matrixed organization, managing stakeholders across Sales, Product, and executive leadership. Strategic Problem Solving: Ability to look beyond the immediate "fix" to develop innovative, long-term solutions for partner retention and platform health. Technical & Analytical Literacy: Proficiency in modern CS tech stacks (Salesforce, analytics dashboards) and a solid grasp of how AI-driven insights can be leveraged to show value to firm leadership. The "Polish" Factor: Exceptional communication skills with the ability to guide and influence accounting firm leadership (Partners, CEOs, COOs) at the highest levels. Travel Readiness: Willingness to travel up to 30% to join your team on-site at major partner locations for strategic business reviews and high-stakes relationship building. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Atlanta/Plano: $142,000 - $192,500 San Diego: $143,500-$194,000 Mountain View: $172,000-$233,000 This is a hybrid role that will require 3 days in office.
Jobot
Audit Manager (Construction)
Jobot Gaithersburg, Maryland
Hybrid, Fully Covered Insurance, Bonuses, Profit Sharing, 401K Match, Firm sponsored trips, and more! This Jobot Job is hosted by: Kevin Shilney Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $110,000 - $150,000 per year A bit about us: We are a dynamic and forward-thinking public accounting firm dedicated to providing top-tier audit, tax, and advisory services to a diverse range of clients. With a strong commitment to excellence, integrity, and professional growth, we strive to deliver exceptional client service while supporting our team members in their career paths. Our firm specializes in serving nonpublic clients with annual revenues ranging from $10M to $100M. The majority of our engagements are reviews, with fewer audits and occasional compilations - so experience with review engagements is particularly important. Why join us? Health insurance fully covered by LR for employee, will have to pay extra for family coverage 401k matching contribution up to 4% and profit sharing 3% on top of that plus Bi-annual bonuses and they range from 8-15% Bi-annual firm trips (all-inclusive/expenses paid for) Summer hours are 37 hours per week, then 39 hours after labor day and then 45-55 hours for fall busy season and 55-60 for spring busy season Job Details Key Responsibilities: Lead and manage review, audit, and compilation engagements for privately held construction companies Supervise and mentor staff and seniors during fieldwork and client interactions Serve as a point of contact for clients, building strong relationships and providing timely, industry-specific guidance Ensure compliance with relevant accounting standards (GAAP, SSARS, etc.) Oversee the preparation and review of financial statements Contribute to the development of internal processes and best practices Stay current with developments in construction accounting and assurance standards Requirements: CPA license (or active progress toward completion) 5+ years of Audit & Assurance experience in public accounting, with a strong focus on construction clients Prior experience with reviews is required; audit experience is a plus Background working with private, nonpublic entities Strong knowledge of construction-specific accounting concepts (e.g., percentage-of-completion, WIP schedules, retainage, etc.) Excellent communication, leadership, and client service skills Experience in a regional or mid-sized firm preferred Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
Hybrid, Fully Covered Insurance, Bonuses, Profit Sharing, 401K Match, Firm sponsored trips, and more! This Jobot Job is hosted by: Kevin Shilney Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $110,000 - $150,000 per year A bit about us: We are a dynamic and forward-thinking public accounting firm dedicated to providing top-tier audit, tax, and advisory services to a diverse range of clients. With a strong commitment to excellence, integrity, and professional growth, we strive to deliver exceptional client service while supporting our team members in their career paths. Our firm specializes in serving nonpublic clients with annual revenues ranging from $10M to $100M. The majority of our engagements are reviews, with fewer audits and occasional compilations - so experience with review engagements is particularly important. Why join us? Health insurance fully covered by LR for employee, will have to pay extra for family coverage 401k matching contribution up to 4% and profit sharing 3% on top of that plus Bi-annual bonuses and they range from 8-15% Bi-annual firm trips (all-inclusive/expenses paid for) Summer hours are 37 hours per week, then 39 hours after labor day and then 45-55 hours for fall busy season and 55-60 for spring busy season Job Details Key Responsibilities: Lead and manage review, audit, and compilation engagements for privately held construction companies Supervise and mentor staff and seniors during fieldwork and client interactions Serve as a point of contact for clients, building strong relationships and providing timely, industry-specific guidance Ensure compliance with relevant accounting standards (GAAP, SSARS, etc.) Oversee the preparation and review of financial statements Contribute to the development of internal processes and best practices Stay current with developments in construction accounting and assurance standards Requirements: CPA license (or active progress toward completion) 5+ years of Audit & Assurance experience in public accounting, with a strong focus on construction clients Prior experience with reviews is required; audit experience is a plus Background working with private, nonpublic entities Strong knowledge of construction-specific accounting concepts (e.g., percentage-of-completion, WIP schedules, retainage, etc.) Excellent communication, leadership, and client service skills Experience in a regional or mid-sized firm preferred Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Finance Manager, FP&A
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Finance Manager to lead consolidation, budgeting/forecasting, and reporting for the Private Label organization. This role is accountable for delivering accurate, timely financial and management reporting, driving forecast and plan processes, and generating actionable insights that support business performance and decision-making. The ideal candidate brings strong financial acumen, analytical rigor, intellectual curiosity, and attention to detail. This is an opportunity to own high-impact finance processes, partner across functions, and help shape the financial direction of the business. The successful candidate will be a strategic thinker who can influence decisions, simplify complexity, and lead with accountability. This hybrid role requires the candidate to work on-site one day per week, with a transition to two days per week beginning in the fall. Position Description: Lead consolidation, financial reporting, and forecast/annual plan processes for Private Label, and own the preparation and presentation of dashboards and key results for senior management and key business partners, including Tax, MGPS Finance, and NAPD Gx. Own the delivery and enhancements of Alteryx tool to increase forecasting speed, flexibility, and accuracy. Lead financial analysis and advanced data analytics to identify key performance indicators, challenge forecast and budget assumptions, and generate actionable insights that improve business performance Own the development and maintenance of financial and data models that support planning, reporting, and analysis. Drive alignment across COPA/FDP/EFPR and NorthStar reporting processes and outputs. Partner closely with accounting teams to ensure accurate financial reporting and alignment of actuals, budgets, and forecasts. Accountable for implementing and maintaining robust controls that ensure the integrity and accuracy of financial data. Drive cross-functional partnership across finance, business analysts, and stakeholders to integrate financial and operational data for decision support. Coach and mentor analysts and FLPs to build future capability and strengthen the talent pipeline. Drive continuous improvement and transformation in reporting and forecasting processes and deliverables. Support additional priorities and responsibilities as needed. Qualifications/Critical Skills Bachelor's degree in Finance/Accounting, or a related field required; MBA and/or professional certification such as CPA or CFA preferred. 8+ years of progressive finance experience, including strong depth in FP&A, forecasting, budgeting, and management reporting. Advanced proficiency in financial modeling, Excel, and data analytics tools, with the ability to translate large datasets into clear business insights. Strong command of financial statements, accounting principles, and consolidation concepts, with the ability to connect financial results to business drivers. Excellent communication and presentation skills, with the ability to influence stakeholders and present complex financial information to leadership with clarity. Demonstrated ability to operate independently and collaborate effectively in a fast-paced, cross-functional environment. Self-directed, results-oriented, and accountable, with a strong sense of ownership, initiative, and intellectual curiosity. Strong attention to detail paired with the ability to maintain a broad, strategic perspective. Additional Knowledge & Skills Experience with SAP and BW/CO-PA Experience building reporting and analytics solutions in Power BI/Tableau Experience with Alteryx preferred Working knowledge of SQL preferred We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
06/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Finance Manager to lead consolidation, budgeting/forecasting, and reporting for the Private Label organization. This role is accountable for delivering accurate, timely financial and management reporting, driving forecast and plan processes, and generating actionable insights that support business performance and decision-making. The ideal candidate brings strong financial acumen, analytical rigor, intellectual curiosity, and attention to detail. This is an opportunity to own high-impact finance processes, partner across functions, and help shape the financial direction of the business. The successful candidate will be a strategic thinker who can influence decisions, simplify complexity, and lead with accountability. This hybrid role requires the candidate to work on-site one day per week, with a transition to two days per week beginning in the fall. Position Description: Lead consolidation, financial reporting, and forecast/annual plan processes for Private Label, and own the preparation and presentation of dashboards and key results for senior management and key business partners, including Tax, MGPS Finance, and NAPD Gx. Own the delivery and enhancements of Alteryx tool to increase forecasting speed, flexibility, and accuracy. Lead financial analysis and advanced data analytics to identify key performance indicators, challenge forecast and budget assumptions, and generate actionable insights that improve business performance Own the development and maintenance of financial and data models that support planning, reporting, and analysis. Drive alignment across COPA/FDP/EFPR and NorthStar reporting processes and outputs. Partner closely with accounting teams to ensure accurate financial reporting and alignment of actuals, budgets, and forecasts. Accountable for implementing and maintaining robust controls that ensure the integrity and accuracy of financial data. Drive cross-functional partnership across finance, business analysts, and stakeholders to integrate financial and operational data for decision support. Coach and mentor analysts and FLPs to build future capability and strengthen the talent pipeline. Drive continuous improvement and transformation in reporting and forecasting processes and deliverables. Support additional priorities and responsibilities as needed. Qualifications/Critical Skills Bachelor's degree in Finance/Accounting, or a related field required; MBA and/or professional certification such as CPA or CFA preferred. 8+ years of progressive finance experience, including strong depth in FP&A, forecasting, budgeting, and management reporting. Advanced proficiency in financial modeling, Excel, and data analytics tools, with the ability to translate large datasets into clear business insights. Strong command of financial statements, accounting principles, and consolidation concepts, with the ability to connect financial results to business drivers. Excellent communication and presentation skills, with the ability to influence stakeholders and present complex financial information to leadership with clarity. Demonstrated ability to operate independently and collaborate effectively in a fast-paced, cross-functional environment. Self-directed, results-oriented, and accountable, with a strong sense of ownership, initiative, and intellectual curiosity. Strong attention to detail paired with the ability to maintain a broad, strategic perspective. Additional Knowledge & Skills Experience with SAP and BW/CO-PA Experience building reporting and analytics solutions in Power BI/Tableau Experience with Alteryx preferred Working knowledge of SQL preferred We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Jobot
Tax Manager
Jobot Buffalo, New York
Hybrid Schedule in Buffalo, NY This Jobot Job is hosted by: Ron Calhoun Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $90,000 - $125,000 per year A bit about us: Our firm thrives on our strong relationships with clients and our talented team members that work together with a high level of professionalism and commitment to our core values. Our core values have created a remarkable culture that encourages individual career development, relationship building and firm growth. Why join us? 4% 401k match Path to Partner 4 weeks PTO 55 hour busy season 36 hour weeks in the summer 36 hour weeks in December 10% commission on 1 time new clients 7.5% commission on reoccurring clients Off-site events Job Details Key Responsibilities: Review and manage the preparation of complex federal, state, and local tax returns for individuals, businesses, and fiduciaries Provide strategic tax planning and consulting services to clients across various industries Supervise, mentor, and develop junior staff and senior associates, ensuring accuracy and efficiency in tax engagements Research complex tax issues and prepare written memoranda Communicate directly with clients regarding tax matters, deadlines, and planning strategies Ensure compliance with all applicable tax laws and regulations Assist with business development initiatives and client relationship management Stay current on changes in tax laws and regulations and assess their impact on clients Qualifications: CPA license required Bachelor's degree in Accounting or related field; Master's in Taxation preferred Minimum of 5+ years of public accounting experience with a focus in tax Prior supervisory experience strongly preferred Proficiency in tax software and Microsoft Office Suite Strong analytical, communication, and organizational skills Client-focused mindset with a commitment to delivering high-quality service Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
Hybrid Schedule in Buffalo, NY This Jobot Job is hosted by: Ron Calhoun Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $90,000 - $125,000 per year A bit about us: Our firm thrives on our strong relationships with clients and our talented team members that work together with a high level of professionalism and commitment to our core values. Our core values have created a remarkable culture that encourages individual career development, relationship building and firm growth. Why join us? 4% 401k match Path to Partner 4 weeks PTO 55 hour busy season 36 hour weeks in the summer 36 hour weeks in December 10% commission on 1 time new clients 7.5% commission on reoccurring clients Off-site events Job Details Key Responsibilities: Review and manage the preparation of complex federal, state, and local tax returns for individuals, businesses, and fiduciaries Provide strategic tax planning and consulting services to clients across various industries Supervise, mentor, and develop junior staff and senior associates, ensuring accuracy and efficiency in tax engagements Research complex tax issues and prepare written memoranda Communicate directly with clients regarding tax matters, deadlines, and planning strategies Ensure compliance with all applicable tax laws and regulations Assist with business development initiatives and client relationship management Stay current on changes in tax laws and regulations and assess their impact on clients Qualifications: CPA license required Bachelor's degree in Accounting or related field; Master's in Taxation preferred Minimum of 5+ years of public accounting experience with a focus in tax Prior supervisory experience strongly preferred Proficiency in tax software and Microsoft Office Suite Strong analytical, communication, and organizational skills Client-focused mindset with a commitment to delivering high-quality service Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Property Accountant (Commercial)
Jobot Houston, Texas
A reputable, nationwide Top 10 Real Estate Development & Management firm! This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $75,000 - $85,000 per year A bit about us: We are working with a dynamic, established, and well known powerhouse within the Real Estate space. With Commercial properties spanning over 20+ states, they are continuing to expand their footprint and in need of great additions to the team. This role would be a Hybrid role with 2-3 days being in the office. Why join us? Nation-wide name within the industry Strong stability and career growth from within Great leaders who are continuing to expand and develop talent Competitive benefits packages Job Details Prepare monthly financial statements, including balance sheets, income statements, and cash flow statements, for a portfolio of commercial properties Manage the annual budgeting and forecasting process for assigned properties Review and analyze CAM (Common Area Maintenance) reconciliations and ensure accurate billing to tenants Assist with the preparation of annual property tax assessments and appeals Coordinate with property managers to ensure timely and accurate recording of property transactions, including lease renewals, rent increases, and capital expenditures Prepare and file monthly sales tax returns for assigned properties Ensure compliance with accounting standards and company policies and procedures Assist with the coordination of audits and tax filings for assigned properties Provide guidance and support to junior accounting staff as needed Qualifications: Bachelor's degree in Accounting or Finance 3+ years of experience in property accounting, preferably in commercial real estate Strong knowledge of CAM reconciliations and accounting for properties Proficient in Microsoft Excel and experience with accounting software (preferably Yardi) Excellent analytical and problem-solving skills Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
A reputable, nationwide Top 10 Real Estate Development & Management firm! This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $75,000 - $85,000 per year A bit about us: We are working with a dynamic, established, and well known powerhouse within the Real Estate space. With Commercial properties spanning over 20+ states, they are continuing to expand their footprint and in need of great additions to the team. This role would be a Hybrid role with 2-3 days being in the office. Why join us? Nation-wide name within the industry Strong stability and career growth from within Great leaders who are continuing to expand and develop talent Competitive benefits packages Job Details Prepare monthly financial statements, including balance sheets, income statements, and cash flow statements, for a portfolio of commercial properties Manage the annual budgeting and forecasting process for assigned properties Review and analyze CAM (Common Area Maintenance) reconciliations and ensure accurate billing to tenants Assist with the preparation of annual property tax assessments and appeals Coordinate with property managers to ensure timely and accurate recording of property transactions, including lease renewals, rent increases, and capital expenditures Prepare and file monthly sales tax returns for assigned properties Ensure compliance with accounting standards and company policies and procedures Assist with the coordination of audits and tax filings for assigned properties Provide guidance and support to junior accounting staff as needed Qualifications: Bachelor's degree in Accounting or Finance 3+ years of experience in property accounting, preferably in commercial real estate Strong knowledge of CAM reconciliations and accounting for properties Proficient in Microsoft Excel and experience with accounting software (preferably Yardi) Excellent analytical and problem-solving skills Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Director FP&A, Gx
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Director, FP&A to join the North American Pharmaceutical Distribution (NAPD) team. Reporting to the VP of Generics FP&A US Pharmaceuticals, this individual will lead a team on month-end close and forecast activities, annual budgeting, long-range planning, and advanced analytics for the Generics product category. The ideal candidate leverages strong FP&A experience, has a penchant for translating data into executive-ready communications, and is capable of stepping into various FP&A responsibilities as needed. The Director is a trusted business partner to the finance and operations leadership team who can leverage resources across the organization to produce actionable insight for strategic decision making. Key Responsibilities Coordinate and collaborate with NAPD FP&A teams and other Finance/Accounting organizations to allow for thorough understanding of financial performance Lead forecasting, planning, reporting, and analytics for the US Pharmaceutical Generics team Enhance rolling forecast process and identify/implement solutions to manage business complexity Enhance customer and product level analytics and develop actionable recommendations and solutions in partnership with cross functional counterparts Complete monthly management reporting accurately and timely, providing insights and recommendations Provide financial variance analytics tied to key performance indicators to business partners to enable financially prudent decision making Support senior leaders with ad hoc request and ensure alignment of financial assumptions across the business Deliver executive level presentations to senior leaders Drive automated solutions for reporting and analytics, standardized forecasting and reporting, and process improvements Lead, develop, and influence a high performing team Mentor direct reports, fostering teamwork, communication, and proactive mindset Ensure high quality employee attraction and development at all levels, building bench strength through modeling of I2CARE/ILEAD. Assist with other duties as required Minimum Requirement Degree and typically requires 12+ years of professional experience and 4+ years of management experience. Education Bachelor's degree preferably within Finance or Accounting Critical Skills 12+ years finance experience including 4+ years managerial experience Self-directed with a strong sense of drive and initiative Strategic thinker and ability to communicate complex topics to various audiences Ability to influence without authority and problem solve independently. Ability to manage, triage, and prioritize multiple priorities from different stakeholders. Ability to respond to changing environment, agility in mindset and approach. Comfortable developing clear and insightful presentations and speaking in front of stakeholders Proven success in building effective business partnerships at the senior level Must have strong quantitative and analytical thinking skills Attention to detail, coupled with a keen sense of the big picture Results-oriented, with a strong customer-service ethic Excellent communication skills; verbal and written Willing to challenge common assumptions. Eager to pitch in and assist as necessary to help the team accomplish functional and corporate goals. Salary: 135 400.00 USD Annual with 20% MIP M4 Additional Skills M.B.A/CPA preferred SAP SAC / BPC Power BI MS Excel and PowerPoint This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
06/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Director, FP&A to join the North American Pharmaceutical Distribution (NAPD) team. Reporting to the VP of Generics FP&A US Pharmaceuticals, this individual will lead a team on month-end close and forecast activities, annual budgeting, long-range planning, and advanced analytics for the Generics product category. The ideal candidate leverages strong FP&A experience, has a penchant for translating data into executive-ready communications, and is capable of stepping into various FP&A responsibilities as needed. The Director is a trusted business partner to the finance and operations leadership team who can leverage resources across the organization to produce actionable insight for strategic decision making. Key Responsibilities Coordinate and collaborate with NAPD FP&A teams and other Finance/Accounting organizations to allow for thorough understanding of financial performance Lead forecasting, planning, reporting, and analytics for the US Pharmaceutical Generics team Enhance rolling forecast process and identify/implement solutions to manage business complexity Enhance customer and product level analytics and develop actionable recommendations and solutions in partnership with cross functional counterparts Complete monthly management reporting accurately and timely, providing insights and recommendations Provide financial variance analytics tied to key performance indicators to business partners to enable financially prudent decision making Support senior leaders with ad hoc request and ensure alignment of financial assumptions across the business Deliver executive level presentations to senior leaders Drive automated solutions for reporting and analytics, standardized forecasting and reporting, and process improvements Lead, develop, and influence a high performing team Mentor direct reports, fostering teamwork, communication, and proactive mindset Ensure high quality employee attraction and development at all levels, building bench strength through modeling of I2CARE/ILEAD. Assist with other duties as required Minimum Requirement Degree and typically requires 12+ years of professional experience and 4+ years of management experience. Education Bachelor's degree preferably within Finance or Accounting Critical Skills 12+ years finance experience including 4+ years managerial experience Self-directed with a strong sense of drive and initiative Strategic thinker and ability to communicate complex topics to various audiences Ability to influence without authority and problem solve independently. Ability to manage, triage, and prioritize multiple priorities from different stakeholders. Ability to respond to changing environment, agility in mindset and approach. Comfortable developing clear and insightful presentations and speaking in front of stakeholders Proven success in building effective business partnerships at the senior level Must have strong quantitative and analytical thinking skills Attention to detail, coupled with a keen sense of the big picture Results-oriented, with a strong customer-service ethic Excellent communication skills; verbal and written Willing to challenge common assumptions. Eager to pitch in and assist as necessary to help the team accomplish functional and corporate goals. Salary: 135 400.00 USD Annual with 20% MIP M4 Additional Skills M.B.A/CPA preferred SAP SAC / BPC Power BI MS Excel and PowerPoint This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Jobot
Tax Manager (Hybrid)
Jobot Ellicott City, Maryland
Tax Manager (Hybrid) - Flexible work schedule / / Clear growth path / Great leaders in place / Good client base This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $95,000 - $150,000 per year A bit about us: Looking for a strong Tax Manager with a CPA in the Ellicott City, MD / Columbia, MD area. Why join us? Medical/Dental/Vision 401K match Hybrid work schedule Great team with long standing client relationships Other great perks Holiday and PTO pay Job Details Responsibilities: 1. Oversee and manage all aspects of the company's tax operations, including tax planning, compliance, and research. 2. Prepare and review complex individual and corporate tax returns in accordance with federal, state, and local tax laws. 3. Provide tax advisory services to the management team, assisting with strategic financial planning and decision-making. 4. Conduct regular tax research to stay updated on the latest tax laws and regulations, and provide recommendations for tax strategies that align with the company's business objectives. 5. Collaborate with the finance team to ensure accurate and timely tax reporting, and work with external auditors to facilitate tax audits. 6. Develop and implement tax policies and procedures to ensure compliance with all applicable tax laws and regulations. 7. Provide training and guidance to junior staff on tax matters, fostering a culture of continuous learning and development. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree in Taxation is preferred. 2. Certified Public Accountant (CPA) designation is required. 3. A minimum of 5 years of experience in tax management, with a strong background in individual and corporate tax. 4. Proficiency in tax preparation and advisory services, with a strong understanding of federal, state, and local tax laws and regulations. 5. Excellent tax research skills, with the ability to stay updated on the latest tax laws and regulations and provide strategic tax advice. 6. Strong leadership skills, with the ability to manage a team and foster a positive and collaborative work environment. 7. Exceptional communication skills, with the ability to explain complex tax concepts to non-tax professionals. 8. Proficiency in tax software and Microsoft Office Suite, particularly Excel. 9. Strong problem-solving skills, with the ability to think strategically and make sound financial decisions. 10. High level of integrity and professionalism, with the ability to handle confidential information with discretion. This is an exciting opportunity to take your tax career to the next level, working in a dynamic and fast-paced environment with a team of dedicated professionals. If you have a passion for tax and are looking for a challenging and rewarding role, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
06/23/2026
Full time
Tax Manager (Hybrid) - Flexible work schedule / / Clear growth path / Great leaders in place / Good client base This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $95,000 - $150,000 per year A bit about us: Looking for a strong Tax Manager with a CPA in the Ellicott City, MD / Columbia, MD area. Why join us? Medical/Dental/Vision 401K match Hybrid work schedule Great team with long standing client relationships Other great perks Holiday and PTO pay Job Details Responsibilities: 1. Oversee and manage all aspects of the company's tax operations, including tax planning, compliance, and research. 2. Prepare and review complex individual and corporate tax returns in accordance with federal, state, and local tax laws. 3. Provide tax advisory services to the management team, assisting with strategic financial planning and decision-making. 4. Conduct regular tax research to stay updated on the latest tax laws and regulations, and provide recommendations for tax strategies that align with the company's business objectives. 5. Collaborate with the finance team to ensure accurate and timely tax reporting, and work with external auditors to facilitate tax audits. 6. Develop and implement tax policies and procedures to ensure compliance with all applicable tax laws and regulations. 7. Provide training and guidance to junior staff on tax matters, fostering a culture of continuous learning and development. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree in Taxation is preferred. 2. Certified Public Accountant (CPA) designation is required. 3. A minimum of 5 years of experience in tax management, with a strong background in individual and corporate tax. 4. Proficiency in tax preparation and advisory services, with a strong understanding of federal, state, and local tax laws and regulations. 5. Excellent tax research skills, with the ability to stay updated on the latest tax laws and regulations and provide strategic tax advice. 6. Strong leadership skills, with the ability to manage a team and foster a positive and collaborative work environment. 7. Exceptional communication skills, with the ability to explain complex tax concepts to non-tax professionals. 8. Proficiency in tax software and Microsoft Office Suite, particularly Excel. 9. Strong problem-solving skills, with the ability to think strategically and make sound financial decisions. 10. High level of integrity and professionalism, with the ability to handle confidential information with discretion. This is an exciting opportunity to take your tax career to the next level, working in a dynamic and fast-paced environment with a team of dedicated professionals. If you have a passion for tax and are looking for a challenging and rewarding role, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
CIG
Tax Manager
CIG Englewood, Colorado
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
06/23/2026
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
Manager, Financial Planning & Analysis (FP&A) - Radiation Joint-Ventures
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Overview The Manager of Financial Planning & Analysis (FP&A) serves as a strategic finance partner to business leaders, driving financial planning, analysis, and performance insights across the Radiation Joint-Venture business within Practice Management. This role is responsible for owning core financial activities-including budgeting, forecasting, long-range planning and reporting-while delivering actionable insights that support decision-making and drive business performance. The ideal candidate combines strong financial and analytical expertise with the ability to communicate clearly to senior leadership, influence cross-functional partners, and continuously improve processes and reporting. Key Responsibilities Lead the annual budgeting process and long-range financial planning, ensuring alignment with organizational priorities Own the monthly close and forecasting process, including variance analysis and clear identification of key business drivers Deliver timely and accurate management reporting, translating financial results into concise, actionable insights for leadership Develop and maintain financial models to support scenario analysis, strategic planning, and operational decision-making Partner with business leaders to understand performance trends, risks, and opportunities Monitor key performance indicators (KPIs) and proactively identify areas of over- or under-performance Support cross-functional initiatives and provide financial analysis for key business decisions and investments Continuously enhance reporting, forecasting processes, and tools to improve efficiency, accuracy, and insight generation Minimum Education & Work Experience: 7+ years of progressive experience in financial planning, analysis, or transformation roles. Education Bachelor's degree in Finance, Accounting, Economics, or related field Critical Skills 7+ years of progressive experience in FP&A, corporate finance, or related roles Strong financial modeling and analytical skills (advanced Excel required; experience with financial systems/BI tools preferred) Demonstrated ability to synthesize complex data into clear insights and recommendations Strong communication skills, with experience presenting to senior leadership Proven ability to manage multiple priorities in a fast-paced environment Highly proactive, self-driven, and comfortable operating with a high level of autonomy Strong business partnering skills with the ability to influence across functions Salary: 102 300.00 USD Annual with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
06/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Overview The Manager of Financial Planning & Analysis (FP&A) serves as a strategic finance partner to business leaders, driving financial planning, analysis, and performance insights across the Radiation Joint-Venture business within Practice Management. This role is responsible for owning core financial activities-including budgeting, forecasting, long-range planning and reporting-while delivering actionable insights that support decision-making and drive business performance. The ideal candidate combines strong financial and analytical expertise with the ability to communicate clearly to senior leadership, influence cross-functional partners, and continuously improve processes and reporting. Key Responsibilities Lead the annual budgeting process and long-range financial planning, ensuring alignment with organizational priorities Own the monthly close and forecasting process, including variance analysis and clear identification of key business drivers Deliver timely and accurate management reporting, translating financial results into concise, actionable insights for leadership Develop and maintain financial models to support scenario analysis, strategic planning, and operational decision-making Partner with business leaders to understand performance trends, risks, and opportunities Monitor key performance indicators (KPIs) and proactively identify areas of over- or under-performance Support cross-functional initiatives and provide financial analysis for key business decisions and investments Continuously enhance reporting, forecasting processes, and tools to improve efficiency, accuracy, and insight generation Minimum Education & Work Experience: 7+ years of progressive experience in financial planning, analysis, or transformation roles. Education Bachelor's degree in Finance, Accounting, Economics, or related field Critical Skills 7+ years of progressive experience in FP&A, corporate finance, or related roles Strong financial modeling and analytical skills (advanced Excel required; experience with financial systems/BI tools preferred) Demonstrated ability to synthesize complex data into clear insights and recommendations Strong communication skills, with experience presenting to senior leadership Proven ability to manage multiple priorities in a fast-paced environment Highly proactive, self-driven, and comfortable operating with a high level of autonomy Strong business partnering skills with the ability to influence across functions Salary: 102 300.00 USD Annual with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Financial Analyst
Vista Higher Learning Boston, Massachusetts
WHO ARE YOU? You are a financial analyst who leverages your FP&A expertise to uncover valuable insights, using data to help drive business growth. You are also highly detail-oriented and an effective communicator, able to translate complex financial information into clear, actionable recommendations. WHO ARE WE? We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities. WHAT IS THIS ROLE ABOUT? As a Financial Analyst here at VHL, you will help provide timely, value-added financial, business support and analysis to the organization by analyzing financial data, forecasting trends, preparing reports, and evaluating business performance. Working closely with the Financial Manager and stakeholders, your insights into budgets, investments, and financial risks, will help to ensure alignment with organizational goals, drive strategic planning and operational efficiency. IN THIS ROLE YOU WILL: Strategic Planning, Budgeting & Decision Making Support strategic planning and investment decisions through financial modeling, scenario analysis, and sensitivity testing. Contribute to the development and refinement of budgets, rolling forecasts, and long-term financial plans. Evaluate financial implications of business initiatives, pricing strategies, and operational changes and provide variance analysis with root-cause insights to support business performance improvement. Assist in documenting key assumptions and methodologies used in financial models to support transparency and review. Proactively identify opportunities for improvement, anticipate potential challenges and work independently to address them. Reporting, Dashboards & Performance Analysis Assist in preparing clear, concise financial presentations and dashboards for senior management and stakeholders. Effectively gather, structure, and interpret moderately complex financial data, identify patterns and inconsistencies and translate into actionable insights and visualizations to support storytelling in reports. Develop standardized templates and automate reporting processes where possible to enhance efficiency. Track and analyze key metrics such as revenue growth, margin trends, cost drivers, and ROI to assess business health. Support the design and continuous refinement of performance scorecards or KPIs dashboards. Apply logical reasoning and attention to detail to support decision-making and contribute to problem-solving efforts. Collaboration & Cross-functional Work Collaborate with cross-functional teams to align financial plans with operational goals and project timelines. Participate in business case development with other departments, providing financial input on feasibility and ROI. Ensure adherence to internal financial policies and procedures, as well as external audit and regulatory requirements. Lead small to mid-sized projects or workstreams with minimal oversight. Plan and prioritize tasks, coordinate with stakeholders, manage risks, and ensure projects meet quality standards and deadlines. YOU MUST HAVE (MINIMUM REQUIRED SKILLS & EXPERIENCE): Bachelor's degree in accounting or finance 3+ years of work experience in a corporate Financial Analyst or FP&A role Financial Reporting and Analysis Experience Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics Proficient in preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements Skilled in building and refining financial models and conducting scenario analyses to support planning and decision-making Capable of performing ratio analysis to evaluate liquidity, profitability, and solvency metrics Working knowledge of accounting standards (e.g., GAAP, IFRS), including journal entries, accruals, and revenue recognition practices Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets Financial Acumen Capable of independently analyzing financial data to uncover trends, assess performance, and highlight opportunities for cost optimization or revenue growth Apply solid understanding of financial principles to support departmental goals and contribute to strategic discussion Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders Support budgeting, forecasting, and variance analysis processes, ensuring accuracy and timeliness of financial information Technical Skills Proficient in financial and accounting platforms Familiar with ERP systems Strong Microsoft Excel capabilities, including pivot tables, charting, conditional formatting, data validation, and lookup functions Skilled in using productivity tools such as Microsoft Office and Google Workspace Effective in leveraging digital communication and collaboration platforms to support team and project efficiency IDEAL IF YOU HAVE or ARE (PREFERRED SKILLS & EXPERIENCE): Familiarity with MS Great Plains (GP) Hands-on experience working with QuickBooks, NetSuite or similar Experience working for a US-based company Experience working in the education, publishing or similar industry LOCATION: Boston-Hybrid Position requires current residence within the United States of America and willingness to work a Tuesday/Wednesday/Thursday in-office Hybrid schedule in our Boston, MA office location. Relocation assistance is not available. SALARY: $65k-$80k annual This position is salaried and is eligible for an annual incentive based on employee and organizational performance. Compensation details: 0 Yearly Salary PIaff1594f2c2d-1675
06/23/2026
Full time
WHO ARE YOU? You are a financial analyst who leverages your FP&A expertise to uncover valuable insights, using data to help drive business growth. You are also highly detail-oriented and an effective communicator, able to translate complex financial information into clear, actionable recommendations. WHO ARE WE? We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities. WHAT IS THIS ROLE ABOUT? As a Financial Analyst here at VHL, you will help provide timely, value-added financial, business support and analysis to the organization by analyzing financial data, forecasting trends, preparing reports, and evaluating business performance. Working closely with the Financial Manager and stakeholders, your insights into budgets, investments, and financial risks, will help to ensure alignment with organizational goals, drive strategic planning and operational efficiency. IN THIS ROLE YOU WILL: Strategic Planning, Budgeting & Decision Making Support strategic planning and investment decisions through financial modeling, scenario analysis, and sensitivity testing. Contribute to the development and refinement of budgets, rolling forecasts, and long-term financial plans. Evaluate financial implications of business initiatives, pricing strategies, and operational changes and provide variance analysis with root-cause insights to support business performance improvement. Assist in documenting key assumptions and methodologies used in financial models to support transparency and review. Proactively identify opportunities for improvement, anticipate potential challenges and work independently to address them. Reporting, Dashboards & Performance Analysis Assist in preparing clear, concise financial presentations and dashboards for senior management and stakeholders. Effectively gather, structure, and interpret moderately complex financial data, identify patterns and inconsistencies and translate into actionable insights and visualizations to support storytelling in reports. Develop standardized templates and automate reporting processes where possible to enhance efficiency. Track and analyze key metrics such as revenue growth, margin trends, cost drivers, and ROI to assess business health. Support the design and continuous refinement of performance scorecards or KPIs dashboards. Apply logical reasoning and attention to detail to support decision-making and contribute to problem-solving efforts. Collaboration & Cross-functional Work Collaborate with cross-functional teams to align financial plans with operational goals and project timelines. Participate in business case development with other departments, providing financial input on feasibility and ROI. Ensure adherence to internal financial policies and procedures, as well as external audit and regulatory requirements. Lead small to mid-sized projects or workstreams with minimal oversight. Plan and prioritize tasks, coordinate with stakeholders, manage risks, and ensure projects meet quality standards and deadlines. YOU MUST HAVE (MINIMUM REQUIRED SKILLS & EXPERIENCE): Bachelor's degree in accounting or finance 3+ years of work experience in a corporate Financial Analyst or FP&A role Financial Reporting and Analysis Experience Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics Proficient in preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements Skilled in building and refining financial models and conducting scenario analyses to support planning and decision-making Capable of performing ratio analysis to evaluate liquidity, profitability, and solvency metrics Working knowledge of accounting standards (e.g., GAAP, IFRS), including journal entries, accruals, and revenue recognition practices Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets Financial Acumen Capable of independently analyzing financial data to uncover trends, assess performance, and highlight opportunities for cost optimization or revenue growth Apply solid understanding of financial principles to support departmental goals and contribute to strategic discussion Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders Support budgeting, forecasting, and variance analysis processes, ensuring accuracy and timeliness of financial information Technical Skills Proficient in financial and accounting platforms Familiar with ERP systems Strong Microsoft Excel capabilities, including pivot tables, charting, conditional formatting, data validation, and lookup functions Skilled in using productivity tools such as Microsoft Office and Google Workspace Effective in leveraging digital communication and collaboration platforms to support team and project efficiency IDEAL IF YOU HAVE or ARE (PREFERRED SKILLS & EXPERIENCE): Familiarity with MS Great Plains (GP) Hands-on experience working with QuickBooks, NetSuite or similar Experience working for a US-based company Experience working in the education, publishing or similar industry LOCATION: Boston-Hybrid Position requires current residence within the United States of America and willingness to work a Tuesday/Wednesday/Thursday in-office Hybrid schedule in our Boston, MA office location. Relocation assistance is not available. SALARY: $65k-$80k annual This position is salaried and is eligible for an annual incentive based on employee and organizational performance. Compensation details: 0 Yearly Salary PIaff1594f2c2d-1675
Manager, Financial Planning & Analysis (FP&A) - Radiation Joint-Ventures
McKesson Spring, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Overview The Manager of Financial Planning & Analysis (FP&A) serves as a strategic finance partner to business leaders, driving financial planning, analysis, and performance insights across the Radiation Joint-Venture business within Practice Management. This role is responsible for owning core financial activities-including budgeting, forecasting, long-range planning and reporting-while delivering actionable insights that support decision-making and drive business performance. The ideal candidate combines strong financial and analytical expertise with the ability to communicate clearly to senior leadership, influence cross-functional partners, and continuously improve processes and reporting. Key Responsibilities Lead the annual budgeting process and long-range financial planning, ensuring alignment with organizational priorities Own the monthly close and forecasting process, including variance analysis and clear identification of key business drivers Deliver timely and accurate management reporting, translating financial results into concise, actionable insights for leadership Develop and maintain financial models to support scenario analysis, strategic planning, and operational decision-making Partner with business leaders to understand performance trends, risks, and opportunities Monitor key performance indicators (KPIs) and proactively identify areas of over- or under-performance Support cross-functional initiatives and provide financial analysis for key business decisions and investments Continuously enhance reporting, forecasting processes, and tools to improve efficiency, accuracy, and insight generation Minimum Education & Work Experience: 7+ years of progressive experience in financial planning, analysis, or transformation roles. Education Bachelor's degree in Finance, Accounting, Economics, or related field Critical Skills 7+ years of progressive experience in FP&A, corporate finance, or related roles Strong financial modeling and analytical skills (advanced Excel required; experience with financial systems/BI tools preferred) Demonstrated ability to synthesize complex data into clear insights and recommendations Strong communication skills, with experience presenting to senior leadership Proven ability to manage multiple priorities in a fast-paced environment Highly proactive, self-driven, and comfortable operating with a high level of autonomy Strong business partnering skills with the ability to influence across functions Salary: 102 300.00 USD Annual with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
06/23/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Overview The Manager of Financial Planning & Analysis (FP&A) serves as a strategic finance partner to business leaders, driving financial planning, analysis, and performance insights across the Radiation Joint-Venture business within Practice Management. This role is responsible for owning core financial activities-including budgeting, forecasting, long-range planning and reporting-while delivering actionable insights that support decision-making and drive business performance. The ideal candidate combines strong financial and analytical expertise with the ability to communicate clearly to senior leadership, influence cross-functional partners, and continuously improve processes and reporting. Key Responsibilities Lead the annual budgeting process and long-range financial planning, ensuring alignment with organizational priorities Own the monthly close and forecasting process, including variance analysis and clear identification of key business drivers Deliver timely and accurate management reporting, translating financial results into concise, actionable insights for leadership Develop and maintain financial models to support scenario analysis, strategic planning, and operational decision-making Partner with business leaders to understand performance trends, risks, and opportunities Monitor key performance indicators (KPIs) and proactively identify areas of over- or under-performance Support cross-functional initiatives and provide financial analysis for key business decisions and investments Continuously enhance reporting, forecasting processes, and tools to improve efficiency, accuracy, and insight generation Minimum Education & Work Experience: 7+ years of progressive experience in financial planning, analysis, or transformation roles. Education Bachelor's degree in Finance, Accounting, Economics, or related field Critical Skills 7+ years of progressive experience in FP&A, corporate finance, or related roles Strong financial modeling and analytical skills (advanced Excel required; experience with financial systems/BI tools preferred) Demonstrated ability to synthesize complex data into clear insights and recommendations Strong communication skills, with experience presenting to senior leadership Proven ability to manage multiple priorities in a fast-paced environment Highly proactive, self-driven, and comfortable operating with a high level of autonomy Strong business partnering skills with the ability to influence across functions Salary: 102 300.00 USD Annual with 15% MIP P4 This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $102,800 - $171,300 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Sysco
Senior Finance Manager - Local Sales
Sysco Houston, Texas
This is a Hybrid position requiring an on-site presence 3-4 days per week in Houston, TX. Please note that the number of days on-site can increase based on business needs. Executive Summary We are seeking a Senior Manager, Finance - Local Sales to serve as the strategic finance partner to field sales leadership, USFS market teams, and Global Support Center (GSC) partners. This role provides financial leadership across sales productivity, local sales headcount strategy, field compensation design, profitable investment (ROI) governance, and expense leverage. The successful candidate will align local sales execution with disciplined financial management , ensuring headcount deployment, compensation structures, and both field and corporate expense growth are supported by measurable return and operating income improvement. This is a high-visibility USFS finance leadership role requiring strong analytical rigor, business acumen, and cross-functional influence. Key Responsibilities Financial Planning & Performance Management Lead annual operating plan, monthly forecasts, and monthly reconciliation for field sales expense, field compensation, sales-related GSC expense, and local sales headcount. Develop driver-based forecasting models linking volume, margin, productivity, and headcount capacity . Deliver structured monthly performance reviews and operating income bridges to senior leadership. Profitable Investment & Expense Leverage Drive field-level expense discipline relative to gross profit and productivity performance within sales expense . Collaborate with GSC partners to ensure corporate sales-related expense growth aligns with enterprise value creation. Support driver-based and zero-based expense reviews. Sales Productivity & Local Sales Headcount Strategy Partner across the organization on analytics related to sales productivity, territory productivity, and retention trends. Lead local sales headcount capacity modeling, ramp analysis, and incremental headcount ROI analysis . Partner with Market VPs of Sales to align hiring and territory coverage decisions with measurable financial return thresholds. Field Compensation Design Provide financial modeling and analytical leadership in the design and evaluation of field compensation structures. Assess plan performance relative to profitability, productivity, and cost variability. Support annual compensation planning and accrual forecasting processes. Cross-Functional Partnership Collaborate closely with Market VPs of Sales, Market CFOs , GSC Merchandising L eadership, Field Finance, and GSC partners. Translate complex financial analysis into clear, actionable operational recommendations. Enhance financial reporting tools, systems, and processes to improve accuracy, efficiency, and accessibility of financial data. Qualifications Bachelor's degree in finance , Accounting, Economics, or related field (MBA or CPA preferred). 7+ years of experience in financial planning and analysis, preferably supporting sales, marketing, corporate expenses, or strategic initiatives. Proven ability to influence senior operational stakeholders in a matrixed environment. Strong technical skills: knowledge of financial reporting software (SAP, BPC, Oracle, Hyperion, or similar) preferred. Technical Skills & Abilities High degree of business acumen, judgment, and intellectual curiosity. Proactive approach to identifying issues, developing solutions, and driving continuous improvement in financial processes. Ability to translate financial data into actionable business insights and recommendations. Experience managing and developing teams, as well as working cross-functionally with various business units. Strong executive communication and presentation skills. General u nderstanding of sales operations, expense management, corporate expense management, and financial decision-making. Advanced Excel skills; experience with Power BI or other visualization tools preferred. This role is ideal for a commercially oriented finance leader who thrives at the intersection of analytics, strategy, and field execution, and who can elevate financial rigor across local sales operations. LI-AR1
06/22/2026
Full time
This is a Hybrid position requiring an on-site presence 3-4 days per week in Houston, TX. Please note that the number of days on-site can increase based on business needs. Executive Summary We are seeking a Senior Manager, Finance - Local Sales to serve as the strategic finance partner to field sales leadership, USFS market teams, and Global Support Center (GSC) partners. This role provides financial leadership across sales productivity, local sales headcount strategy, field compensation design, profitable investment (ROI) governance, and expense leverage. The successful candidate will align local sales execution with disciplined financial management , ensuring headcount deployment, compensation structures, and both field and corporate expense growth are supported by measurable return and operating income improvement. This is a high-visibility USFS finance leadership role requiring strong analytical rigor, business acumen, and cross-functional influence. Key Responsibilities Financial Planning & Performance Management Lead annual operating plan, monthly forecasts, and monthly reconciliation for field sales expense, field compensation, sales-related GSC expense, and local sales headcount. Develop driver-based forecasting models linking volume, margin, productivity, and headcount capacity . Deliver structured monthly performance reviews and operating income bridges to senior leadership. Profitable Investment & Expense Leverage Drive field-level expense discipline relative to gross profit and productivity performance within sales expense . Collaborate with GSC partners to ensure corporate sales-related expense growth aligns with enterprise value creation. Support driver-based and zero-based expense reviews. Sales Productivity & Local Sales Headcount Strategy Partner across the organization on analytics related to sales productivity, territory productivity, and retention trends. Lead local sales headcount capacity modeling, ramp analysis, and incremental headcount ROI analysis . Partner with Market VPs of Sales to align hiring and territory coverage decisions with measurable financial return thresholds. Field Compensation Design Provide financial modeling and analytical leadership in the design and evaluation of field compensation structures. Assess plan performance relative to profitability, productivity, and cost variability. Support annual compensation planning and accrual forecasting processes. Cross-Functional Partnership Collaborate closely with Market VPs of Sales, Market CFOs , GSC Merchandising L eadership, Field Finance, and GSC partners. Translate complex financial analysis into clear, actionable operational recommendations. Enhance financial reporting tools, systems, and processes to improve accuracy, efficiency, and accessibility of financial data. Qualifications Bachelor's degree in finance , Accounting, Economics, or related field (MBA or CPA preferred). 7+ years of experience in financial planning and analysis, preferably supporting sales, marketing, corporate expenses, or strategic initiatives. Proven ability to influence senior operational stakeholders in a matrixed environment. Strong technical skills: knowledge of financial reporting software (SAP, BPC, Oracle, Hyperion, or similar) preferred. Technical Skills & Abilities High degree of business acumen, judgment, and intellectual curiosity. Proactive approach to identifying issues, developing solutions, and driving continuous improvement in financial processes. Ability to translate financial data into actionable business insights and recommendations. Experience managing and developing teams, as well as working cross-functionally with various business units. Strong executive communication and presentation skills. General u nderstanding of sales operations, expense management, corporate expense management, and financial decision-making. Advanced Excel skills; experience with Power BI or other visualization tools preferred. This role is ideal for a commercially oriented finance leader who thrives at the intersection of analytics, strategy, and field execution, and who can elevate financial rigor across local sales operations. LI-AR1
Implementation Consultant
PCS Software Inc Houston, Texas
Description: Start Date: ASAP Type: Full-time, salary non-exempt position, Monday-Friday Direct Reports: None Travel: None Location: on site 2 days a week; remote 3 days a week after training at (2103 Citwest Blvd., Houston, TX 77042) Immediate Supervisor: Implementation Manager Salary Range: $60,000 to $65,000 base plus up to 5% annual bonus potential Company Background PCS Software, Inc. is an AI platform for the transportation logistics marketspace providing the trucking industry's most effective transportation management system to improve fleet management, delivery systems, and increase profits for our customers. Through innovation and invention, our software individualizes work routines, consolidates workflows, and streamlines management controls to improve accountability, transparency, and eliminate costly and redundant manual processes. Trucking companies and freight brokers trust PCS to optimize their dispatch, accounting, and fleet operations. TL, LTL, Intermodal, and freight brokerage services use our TMS automate operations, easily access information, and reduce inefficiencies to maximize sales and revenue. Founded in 1997 and located in Houston, Texas, PCS Software is the leading developer of hosted software solutions designed specifically for the ground transportation industry. Job Description: Implementation Consultant The Implementation Consultant is responsible for the successful deployment of PCS transportation management solutions for carriers, shippers, and brokers. The Implementation Consultant will take ownership of the software implementation and end-user training from the minute the sales contract is executed through the completion of go-live by communicating constantly with the customer and creating and managing the implementation timeline with our customers. The goal of the Implementation Consultant is to project the image of PCS Software, Inc. professionally through telephone interaction, webinars, email communications, project timeline updates, training documentation, etc. and to consistently optimize the customer's experience. You must interact with customers and respond to their inquiries in a professional and courteous manner. This role offers a unique opportunity to grow your career in software support and implementation. You will play a vital role in guiding our customers through successful onboarding and helping them harness the full potential of our software solution. While it is not required that you have an accounting background or come from the trucking industry, it is VERY helpful if you have corporate business knowledge of or an education in Accounting/Finance or Supply Chain Management. This position is also strongy focused on customer service. You need to be a people person to be successful at this position and enjoy helping people and teaching people how to use our system and be a trusted business advisor to them. This role also requires someone who is highly organized and enjoys a regular routine and can handle a heavy workload. As this position involves coaching and teaching clients on how to use our software, existing formal experience as an educational coach or teacher is extremely helpful and well suited to the personality set needed for success. While this role is generally 40-hours a week, there can be overtime required occassionally, and thus, this position is salary, non-exempt. Key Responsibilities: Customer Support: Provide comprehensive online support and training to customers on the use of our software. You are responsible for the setup of the PCS Software customer environment, scheduling training sessions with the customers and tracking customer progress throughout the training process as well as highlighting optional integrations, training classes, add-on modules, and customizations that might benefit the end users. Onboarding: Act as a coach and guide to new customers through the PCS TMS software onboarding process, ensuring a smooth transition. Process Alignment: Understand customers' existing business processes and align them with our software capabilities. Troubleshooting: Resolve software-related issues, ensuring a seamless user experience. Ticket Management: Manage and update support tickets, ensuring timely resolution through implementation. Knowledge Base Management: Create and manage user guides, how-to articles, and demo videos to assist customers. Implementation Oversight: Monitor the execution of deliverables across multiple implementations. Data Migration: Assist customers in migrating existing data onto the PCS TMS platform. Trusted Business Advisor: Walking the customer through becoming an expert in our software and answer any questions customers may have on the accounting, dispatch, or general use of all modules. Customer Service: After a customer goes live on our software, you are responsible for making sure the customer is happy and does not have any technical issues, by scheduling weekly check-up calls with the customer for a designated period-of-time. Customer Success: Proactively participate in administering customer surveys, reviewing the feedback, creating reports, tracking results, and modifying training and project plans as necessary according to customer feedback on ease-of-use data. Subject Matter Expert: You will learn the PCS software platform for shippers, carriers, and brokers and be able to support all aspect of our software to include: Dock and Yard Management, Route Optimization, Dispatch, Accounting, Fleet Management, PCS Mobile, Analytics and Reporting, Freight Audit and Pay, and third part integrations. Requirements: Desired skills and qualifications: Education: Bachelor's degree required; STEM majors, Business Administration majors, Education, or Sports Management majors strongly preferred. (There is a strong link to being technically savvy, understanding accounting principals inside and out, understanding how business operations internally function, and being able to coach/mentor/teach involved in this position.) Experience: Prefer a minimum of 1+ year in technical/software support or B2B customer support or an internship. Customer Service: Exceptional customer service skills with excellent phone, verbal, and written communication abilities. Tech Savvy: Willingness to learn PCS TMS software (training provided.) Experience with a help desk ticketing system is a plus. Experience with MS Office Suite. Authorization: You must be authorized to work in the United States (we cannot sponsor at this time). Location: Must be local to Houston and able to commute to our office 3-days a week. Strong Organizational Skills: Experience onboarding new software customers in an organized manner following a given project plan with formal timelines and documentation is a plus. Transportation Industry Knowledge: Experience in a trucking dispatch, supply chain, logistics, or accounting industry is not required, but a plus. Previous experience teaching, training, or managing new employees or team members, virtually or in person, in any environment is a huge plus. This position requires applicants to have a great deal of patience, a good sense of humor, and a friendly and helpful demeanor. We need Implementation Specialist who care about our customers and about doing a good job each day for each customer. Experience with Salesforce is preferred. Experience with Zoom is preferred. Experience using AI tools to automate tasks and create documentation is preferred. Bilingual communications skills are a plus as well. (Spanish or Indian dialects are a plus.) Why Join PCS? PCS Software, Inc. rewards your hard work with amazing opportunities for career growth and personal development. If you want to be the newest member of a vibrant group of energized technology leaders in an innovative and entrepreneurial environment, then apply online today to start building solutions that customers will love to use and join a company that truly rewards your hard work and values your talented contributions. PCS Software, Inc. is considered one of the best places to work because of our competitive compensation plans, multiple medical benefit plans to choose from to fit your lifesytel and one with up to 100% company paid medical premiums. PCS also pays 100% of the vision insurance premium and 100% for vision insurance premiums. PCS also offers a 401k with a 4% match, unlimited PTO package, 8-hours paid volunteer time annually, hybrid work environment (2 days onsite; 3 days remote), voluntary disability and life insurance options for you and your dependents, an employee EAP, a truly creative and fun working environment, paid training and development opportunities, and amazing opportunities for career growth and personal development. Work Authorization PCS Software, Inc. 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. This job description provides many examples of the types of responsibilities required but is in not intended to be a comprehensive list. The incumbent will complete other job responsibilities as needed which are not specifically described in this document. . click apply for full job details
06/22/2026
Full time
Description: Start Date: ASAP Type: Full-time, salary non-exempt position, Monday-Friday Direct Reports: None Travel: None Location: on site 2 days a week; remote 3 days a week after training at (2103 Citwest Blvd., Houston, TX 77042) Immediate Supervisor: Implementation Manager Salary Range: $60,000 to $65,000 base plus up to 5% annual bonus potential Company Background PCS Software, Inc. is an AI platform for the transportation logistics marketspace providing the trucking industry's most effective transportation management system to improve fleet management, delivery systems, and increase profits for our customers. Through innovation and invention, our software individualizes work routines, consolidates workflows, and streamlines management controls to improve accountability, transparency, and eliminate costly and redundant manual processes. Trucking companies and freight brokers trust PCS to optimize their dispatch, accounting, and fleet operations. TL, LTL, Intermodal, and freight brokerage services use our TMS automate operations, easily access information, and reduce inefficiencies to maximize sales and revenue. Founded in 1997 and located in Houston, Texas, PCS Software is the leading developer of hosted software solutions designed specifically for the ground transportation industry. Job Description: Implementation Consultant The Implementation Consultant is responsible for the successful deployment of PCS transportation management solutions for carriers, shippers, and brokers. The Implementation Consultant will take ownership of the software implementation and end-user training from the minute the sales contract is executed through the completion of go-live by communicating constantly with the customer and creating and managing the implementation timeline with our customers. The goal of the Implementation Consultant is to project the image of PCS Software, Inc. professionally through telephone interaction, webinars, email communications, project timeline updates, training documentation, etc. and to consistently optimize the customer's experience. You must interact with customers and respond to their inquiries in a professional and courteous manner. This role offers a unique opportunity to grow your career in software support and implementation. You will play a vital role in guiding our customers through successful onboarding and helping them harness the full potential of our software solution. While it is not required that you have an accounting background or come from the trucking industry, it is VERY helpful if you have corporate business knowledge of or an education in Accounting/Finance or Supply Chain Management. This position is also strongy focused on customer service. You need to be a people person to be successful at this position and enjoy helping people and teaching people how to use our system and be a trusted business advisor to them. This role also requires someone who is highly organized and enjoys a regular routine and can handle a heavy workload. As this position involves coaching and teaching clients on how to use our software, existing formal experience as an educational coach or teacher is extremely helpful and well suited to the personality set needed for success. While this role is generally 40-hours a week, there can be overtime required occassionally, and thus, this position is salary, non-exempt. Key Responsibilities: Customer Support: Provide comprehensive online support and training to customers on the use of our software. You are responsible for the setup of the PCS Software customer environment, scheduling training sessions with the customers and tracking customer progress throughout the training process as well as highlighting optional integrations, training classes, add-on modules, and customizations that might benefit the end users. Onboarding: Act as a coach and guide to new customers through the PCS TMS software onboarding process, ensuring a smooth transition. Process Alignment: Understand customers' existing business processes and align them with our software capabilities. Troubleshooting: Resolve software-related issues, ensuring a seamless user experience. Ticket Management: Manage and update support tickets, ensuring timely resolution through implementation. Knowledge Base Management: Create and manage user guides, how-to articles, and demo videos to assist customers. Implementation Oversight: Monitor the execution of deliverables across multiple implementations. Data Migration: Assist customers in migrating existing data onto the PCS TMS platform. Trusted Business Advisor: Walking the customer through becoming an expert in our software and answer any questions customers may have on the accounting, dispatch, or general use of all modules. Customer Service: After a customer goes live on our software, you are responsible for making sure the customer is happy and does not have any technical issues, by scheduling weekly check-up calls with the customer for a designated period-of-time. Customer Success: Proactively participate in administering customer surveys, reviewing the feedback, creating reports, tracking results, and modifying training and project plans as necessary according to customer feedback on ease-of-use data. Subject Matter Expert: You will learn the PCS software platform for shippers, carriers, and brokers and be able to support all aspect of our software to include: Dock and Yard Management, Route Optimization, Dispatch, Accounting, Fleet Management, PCS Mobile, Analytics and Reporting, Freight Audit and Pay, and third part integrations. Requirements: Desired skills and qualifications: Education: Bachelor's degree required; STEM majors, Business Administration majors, Education, or Sports Management majors strongly preferred. (There is a strong link to being technically savvy, understanding accounting principals inside and out, understanding how business operations internally function, and being able to coach/mentor/teach involved in this position.) Experience: Prefer a minimum of 1+ year in technical/software support or B2B customer support or an internship. Customer Service: Exceptional customer service skills with excellent phone, verbal, and written communication abilities. Tech Savvy: Willingness to learn PCS TMS software (training provided.) Experience with a help desk ticketing system is a plus. Experience with MS Office Suite. Authorization: You must be authorized to work in the United States (we cannot sponsor at this time). Location: Must be local to Houston and able to commute to our office 3-days a week. Strong Organizational Skills: Experience onboarding new software customers in an organized manner following a given project plan with formal timelines and documentation is a plus. Transportation Industry Knowledge: Experience in a trucking dispatch, supply chain, logistics, or accounting industry is not required, but a plus. Previous experience teaching, training, or managing new employees or team members, virtually or in person, in any environment is a huge plus. This position requires applicants to have a great deal of patience, a good sense of humor, and a friendly and helpful demeanor. We need Implementation Specialist who care about our customers and about doing a good job each day for each customer. Experience with Salesforce is preferred. Experience with Zoom is preferred. Experience using AI tools to automate tasks and create documentation is preferred. Bilingual communications skills are a plus as well. (Spanish or Indian dialects are a plus.) Why Join PCS? PCS Software, Inc. rewards your hard work with amazing opportunities for career growth and personal development. If you want to be the newest member of a vibrant group of energized technology leaders in an innovative and entrepreneurial environment, then apply online today to start building solutions that customers will love to use and join a company that truly rewards your hard work and values your talented contributions. PCS Software, Inc. is considered one of the best places to work because of our competitive compensation plans, multiple medical benefit plans to choose from to fit your lifesytel and one with up to 100% company paid medical premiums. PCS also pays 100% of the vision insurance premium and 100% for vision insurance premiums. PCS also offers a 401k with a 4% match, unlimited PTO package, 8-hours paid volunteer time annually, hybrid work environment (2 days onsite; 3 days remote), voluntary disability and life insurance options for you and your dependents, an employee EAP, a truly creative and fun working environment, paid training and development opportunities, and amazing opportunities for career growth and personal development. Work Authorization PCS Software, Inc. 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. This job description provides many examples of the types of responsibilities required but is in not intended to be a comprehensive list. The incumbent will complete other job responsibilities as needed which are not specifically described in this document. . click apply for full job details
Office Manager
Aquilogic, Inc. Costa Mesa, California
Job Description Job Description Position Description The aquilogic, Inc. Office Manager ensures the smooth running of daily operations, performs all human resources functions, and provides support on consulting projects as needed. This role is integral to managing administrative tasks across various functions, coordinating internal and external resources, and keeping daily activities moving forward. Responsibilities Administration: Implement and maintain procedures/office administrative systems Order and stock office essentials/company hardware/groceries/materials Organize company-provided lunch three (3) days per week Liaise with IT consultant regarding office operations and open tickets Organize company events Human Resources: Manage personnel records and keep them up to date Issue offer letters and manage the onboarding process Administer benefits, including health, dental, and FSA/DCA Organize induction and exit programs for new/leaving employees Ensure compliance with State regulations and company policies Ensure that health and safety policies are up to date Operations: Assist with project management tasks Prepare presentations, figures, and tables Proof-read, revise, and assemble complex reports Assist with small business registrations and renewals Accounting Assistance: Handle timesheets, expense reports, vendor bills Ensure timesheets are accurate Coordinate distribution of 401K documents Additional duties also include: Act as executive assistant Serve as the facilities manager (responsible for the upkeep of the company hardware, furniture, and tracking of materials/supplies/equipment) Assist with marketing efforts, including opportunity tracking and qualifications maintenance Order and ship client gifts Manage office subtenants, including preparing leases and tracking certificates of insurance Position Requirements Bachelor's degree or equivalent experience, knowledge, and skills At least two years administrative experience in a small business office environment Experience in office-based role within the environmental/engineering consulting sector is strongly preferred Experience and strong knowledge of software packages (Microsoft Office, Run ADP, Constant Contact) Knowledge of applicable federal, state, and local laws and human resources regulations Excellent interpersonal and communications skills Proactive approach to task management and problem solving Reliability and discretion, particularly regarding confidential matters Adaptability and ability to build relationships and negotiate effectively Strong organizational and time management skills Leadership skills and ability to meet deadlines Budgeting skills and attention to detail Salary & Benefits Annual salary $70,000 and above depending on qualifications and experience Health and Dental Insurance Life Insurance FSA/DCA 401(k) with Company contributions Eight (8) paid holidays in addition to PTO time Flexible work hours and hybrid schedule (three 3 days per week in office) The position is based in our Orange County office. We offer competitive salary, bonus and benefits packages. We also offer a trusting, professional and flexible work environment - no set hours, no bureaucracy - just produce quality work on-time, on-budget, and keep the other staff and clients happy! Candidates must possess the following attributes: personable, intelligent, service-minded, flexible, diligent, attention to detail, self-starter, collaborative, solutions oriented, delivers results. For more information about the company, please visit Or send your CV to:
06/19/2026
Full time
Job Description Job Description Position Description The aquilogic, Inc. Office Manager ensures the smooth running of daily operations, performs all human resources functions, and provides support on consulting projects as needed. This role is integral to managing administrative tasks across various functions, coordinating internal and external resources, and keeping daily activities moving forward. Responsibilities Administration: Implement and maintain procedures/office administrative systems Order and stock office essentials/company hardware/groceries/materials Organize company-provided lunch three (3) days per week Liaise with IT consultant regarding office operations and open tickets Organize company events Human Resources: Manage personnel records and keep them up to date Issue offer letters and manage the onboarding process Administer benefits, including health, dental, and FSA/DCA Organize induction and exit programs for new/leaving employees Ensure compliance with State regulations and company policies Ensure that health and safety policies are up to date Operations: Assist with project management tasks Prepare presentations, figures, and tables Proof-read, revise, and assemble complex reports Assist with small business registrations and renewals Accounting Assistance: Handle timesheets, expense reports, vendor bills Ensure timesheets are accurate Coordinate distribution of 401K documents Additional duties also include: Act as executive assistant Serve as the facilities manager (responsible for the upkeep of the company hardware, furniture, and tracking of materials/supplies/equipment) Assist with marketing efforts, including opportunity tracking and qualifications maintenance Order and ship client gifts Manage office subtenants, including preparing leases and tracking certificates of insurance Position Requirements Bachelor's degree or equivalent experience, knowledge, and skills At least two years administrative experience in a small business office environment Experience in office-based role within the environmental/engineering consulting sector is strongly preferred Experience and strong knowledge of software packages (Microsoft Office, Run ADP, Constant Contact) Knowledge of applicable federal, state, and local laws and human resources regulations Excellent interpersonal and communications skills Proactive approach to task management and problem solving Reliability and discretion, particularly regarding confidential matters Adaptability and ability to build relationships and negotiate effectively Strong organizational and time management skills Leadership skills and ability to meet deadlines Budgeting skills and attention to detail Salary & Benefits Annual salary $70,000 and above depending on qualifications and experience Health and Dental Insurance Life Insurance FSA/DCA 401(k) with Company contributions Eight (8) paid holidays in addition to PTO time Flexible work hours and hybrid schedule (three 3 days per week in office) The position is based in our Orange County office. We offer competitive salary, bonus and benefits packages. We also offer a trusting, professional and flexible work environment - no set hours, no bureaucracy - just produce quality work on-time, on-budget, and keep the other staff and clients happy! Candidates must possess the following attributes: personable, intelligent, service-minded, flexible, diligent, attention to detail, self-starter, collaborative, solutions oriented, delivers results. For more information about the company, please visit Or send your CV to:
CIG
Tax Manager
CIG Englewood, Colorado
Tax Manager Greater Denver Area - Englewood, CO Hybrid (2 days in office) This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIG CIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies. We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This Role Sophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roof Access to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structures Stability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibility Culture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll Do Manage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individuals Lead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structures Partner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positions Own the tax calendar across all entities, ensuring accurate and timely compliance year-round Support the tax structuring of real estate and private equity investments alongside the CFO and investment team Conduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendations Review K-1s, track tax basis, and maintain organized documentation across the structure Identify and implement process improvements that bring greater rigor and efficiency to the tax function Monitor legislative and regulatory changes and assess their impact on the organization You'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For 5+ years of progressive tax experience in public accounting or a sophisticated family office environment Strong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning Experience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred) Advanced Excel skills A collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & Credentials Bachelor's degree in Accounting or Taxation (required) Master's degree in Taxation (preferred) CPA designation (required; candidates close to completion may be considered) Benefits: CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including: Medical, dental, and vision insurance Company-paid life insurance Short-term and long-term disability coverage 401(k) retirement plan with company match Company-paid Employee Assistance Program (EAP) Generous paid time off, including vacation, personal days, holidays, and sick leave Compensation details: 00 Yearly Salary PI14d351e5-
06/19/2026
Full time
Tax Manager Greater Denver Area - Englewood, CO Hybrid (2 days in office) This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIG CIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies. We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This Role Sophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roof Access to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structures Stability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibility Culture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll Do Manage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individuals Lead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structures Partner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positions Own the tax calendar across all entities, ensuring accurate and timely compliance year-round Support the tax structuring of real estate and private equity investments alongside the CFO and investment team Conduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendations Review K-1s, track tax basis, and maintain organized documentation across the structure Identify and implement process improvements that bring greater rigor and efficiency to the tax function Monitor legislative and regulatory changes and assess their impact on the organization You'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For 5+ years of progressive tax experience in public accounting or a sophisticated family office environment Strong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planning Experience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred) Advanced Excel skills A collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & Credentials Bachelor's degree in Accounting or Taxation (required) Master's degree in Taxation (preferred) CPA designation (required; candidates close to completion may be considered) Benefits: CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including: Medical, dental, and vision insurance Company-paid life insurance Short-term and long-term disability coverage 401(k) retirement plan with company match Company-paid Employee Assistance Program (EAP) Generous paid time off, including vacation, personal days, holidays, and sick leave Compensation details: 00 Yearly Salary PI14d351e5-
Senior Staff Accountant
RDM Associates, Inc. Clarkston, Michigan
Job Description Job Description WHY RDMA? Join the RDM Associates (RDMA) team and make a difference for our non-profit clients! Be part of our strategic, technology driven accounting service team! People The RDMA team offers a base of experience that would not typically be found within nonprofit organizations. Our people have experience with a wide range of businesses and provide years of accounting and audit experience with seasoned staff coming from CPA firms, consulting firms and industry accounting departments. Team and Flexible Working Environment RDMA works together as a TEAM through scheduled touchpoint meetings, frequent communication and fun team building events! We offer a work from home hybrid schedule and flex time for appointments. Opportunity for Growth and Education RDMA encourages continued education with our Tuition reimbursement policy for the CPA and other continuing education opportunities. Your career will be driven by RDMA's Leadership and Goal Setting planning with your assigned Coach. We will provide you with the path for growth and other opportunities to participate in our firms' strategic initiatives. The RDMA Difference for our Clients RDMA focuses on the following 4 pillars that define the foundation of our ability to deliver world-class outsourced accounting services: Enterprise Level Technologies Accuracy & Reliability Top Tier Expertise Strategic Partnership with Our Clients Contacts and Next Steps Positions Open: Senior Accountant: The Senior Accountant will engage and coordinate with all staff levels within RDMA and will have frequent contact with various staff members of RDMA clients. The Senior Accountant is responsible for learning and applying technical accounting skills as part of a team to carry out tasks with coaching and supervision. The Senior Accountant plays a key role in maintaining client books, month end closings, and supporting the preparation and analysis of client financial statements. It is critical that the Senior Accountant is ensuring that all RDM Associates policies and procedures are being followed across all of their duties and responsibilities. Senior Accountants are cross trained with one or more additional client accounts. The position is viewed as a crucial back-up to the Accounting Manager and may be called upon to stand in for the lead as required.
06/19/2026
Full time
Job Description Job Description WHY RDMA? Join the RDM Associates (RDMA) team and make a difference for our non-profit clients! Be part of our strategic, technology driven accounting service team! People The RDMA team offers a base of experience that would not typically be found within nonprofit organizations. Our people have experience with a wide range of businesses and provide years of accounting and audit experience with seasoned staff coming from CPA firms, consulting firms and industry accounting departments. Team and Flexible Working Environment RDMA works together as a TEAM through scheduled touchpoint meetings, frequent communication and fun team building events! We offer a work from home hybrid schedule and flex time for appointments. Opportunity for Growth and Education RDMA encourages continued education with our Tuition reimbursement policy for the CPA and other continuing education opportunities. Your career will be driven by RDMA's Leadership and Goal Setting planning with your assigned Coach. We will provide you with the path for growth and other opportunities to participate in our firms' strategic initiatives. The RDMA Difference for our Clients RDMA focuses on the following 4 pillars that define the foundation of our ability to deliver world-class outsourced accounting services: Enterprise Level Technologies Accuracy & Reliability Top Tier Expertise Strategic Partnership with Our Clients Contacts and Next Steps Positions Open: Senior Accountant: The Senior Accountant will engage and coordinate with all staff levels within RDMA and will have frequent contact with various staff members of RDMA clients. The Senior Accountant is responsible for learning and applying technical accounting skills as part of a team to carry out tasks with coaching and supervision. The Senior Accountant plays a key role in maintaining client books, month end closings, and supporting the preparation and analysis of client financial statements. It is critical that the Senior Accountant is ensuring that all RDM Associates policies and procedures are being followed across all of their duties and responsibilities. Senior Accountants are cross trained with one or more additional client accounts. The position is viewed as a crucial back-up to the Accounting Manager and may be called upon to stand in for the lead as required.

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