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audit senior associate
Sr. Research Data Technology Consultant - REDCap, CMTS and EPIC
OhioHealth Columbus, Ohio
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: The Senior Consultant, Research Data and Technology, will develop and lead specialized technical data and technology activities for systems being used by OhioHealth Research Institute (OHRI) and OhioHealth. This position demonstrates advanced skills and knowledge along with the ability to support, guide, train or lead project team members and colleagues for the effective use of data and technology platforms and applications such as Research Electronic Data Capture tool (REDCap), research use in the Electronic Medical Record (EMR), the enterprise Clinical Trial Management System (CTMS) and/or other databases/applications and also serves as a liaison for Information Technology (IT) and/or Information Security (IS) requests. Under limited supervision, performs responsible and professional work involved in planning, managing, and directing operations for the systems/applications utilized by OHRI and the OH system. In addition, this position contributes to the development of new processes, procedures tools, and training to enhance program activities and conducts quality assurance / quality control checks of the work of others. This position serves as a formal and informal leader of multidisciplinary teams establishing and maintaining communications with Investigator, project teams, sponsor, and others. Responsibilities And Duties: Serving as the Application / Platform Administrator for the systems (see below) - 40% Reporting, Compliance & Data Integrity Needs - 30% Create and maintain accurate simple and complex reports, spreadsheets, graphs and presentations, to analyze and report various financial, quality and service information as requested. Audits & systems data clean-up. Troubleshoot and resolve systems data issues Training - 10%: Determine, develop materials and implement training for foundation staff for annual Team retreat, new associates and ongoing training needs. Other duties as assigned - 20% Application / Platform Administrator Lead OhioHealth and OHRI associates as well as external collaborators to facilitate effective and compliant use of applications such as REDCap, EPIC, CTMS and/or other databases for research, QI, and/or administrative projects. Oversee and lead the development, implementation, maintenance and documentation of software systems or applications, vendor-supplied programs, programs with users and vendors. Collaborate with developers and end-users to ensure that application functionality meets client needs. Test solutions, problem-solve issues and coordinate enhancements. Gather business requirements; creating functional specifications; and identifying, documenting and resolving design issues. Oversee team to complete system validation of new releases. Provide oversight of user education on capabilities, limitations, best practices, and compliant procedures for using applications. Provide oversight to maintain application access, use, and training instructions on the OHRI web site and update as appropriate. Supports and analyzes metrics integration and execution for optimal results. Plan and communicate readiness plan. Serve as an escalation point for the most challenging support issues. Contact vendor or external individuals to resolve issues. Oversee the building of studies, databases, survey instruments, data collection tools, and other resources for conducting research, QI, and administrative projects. Employ best practices for data integrity, confidentiality, and HIPAA compliance. Regularly participate and lead external administrator user group activities and meetings. Coordinate with OhioHealth Information Services on server upgrades and issues to ensure data integrity and minimize downtime; and manage database maintenance as directed. Provide technical input on feasibility for projects involving information systems. Recommend initiatives and process improvements to OHRI leadership to meet the needs of OHRI and use resources wisely to achieve maximum results. Compliance Manage and oversee security approach and standards for infrastructure and applications. Identify security risks and mitigation approaches, using internal and external sources as appropriate. Manage access to systems including activation and deactivation. Manages testing and quality assurance process. Participate in audit preparedness activities for assigned studies/projects. Responsible for managing documentation and reporting for applications and other technology-based projects to ensure compliance with internal SOPs, GCP guidelines, sponsor guidelines and current applicable regulatory regulations. Lead risk assessments of technology-based research activities. Communicate concerns to OHRI leadership in a timely manner. Comply with hospital, departmental policies, procedures and processes. Minimum Qualifications: Bachelor's Degree: Computer and Information Science Additional Job Description: Degree in computer science or related field, or related or equivalent combination of education, training and work experience in research. Strong verbal and written communication skills. Ability and desire to provide exceptional customer service. Demonstrated problem-solving abilities. Strong computer skills, familiarity with database and information exchange technology. Demonstrated experience working independently using initiative and good judgement with teams. Ability to work effectively as part of a team. Ability to learn complex policies and processes and to implement them independently in daily activities. Applies critical thinking and creative problem-solving skills across a wide variety of software/application systems. Minimum of 3 years of human subjects research experience required. Proven track record of having successfully developed and/or managed at least one database. Thorough knowledge of study design criteria, randomization processes, clinical and biomedical terms used in research studies and scientific and medical concepts and terminology. Thorough knowledge of clinical trial management operations. Thorough knowledge of Federal and institutional confidentiality policies applicable to electronic databases containing protected health information and data collected specifically for research. Demonstrates effective communication (written and verbal), the ability to effectively and accurately exchange, transmit, receive, and interpret ideas, information and needs with colleagues and research team members through appropriate communication methods. SPECIALIZED KNOWLEDGE Advanced knowledge of principles of database and applications management. Working knowledge of quality improvement processes. Well-developed organizational skills with attention to details. Documented people skills and professional communication ability. Goal-oriented person who takes initiative, is self-motivated and a creative problem solver. Proficiency in Excel and electronic data capture systems is required. DESIRED ATTRIBUTES Master's degree in data management or related field. Kind and Length of Experience- 4+ years of clinical research involvement. Work Shift: Day Scheduled Weekly Hours : 40 Department Research Business Services Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment
12/05/2025
Full time
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: The Senior Consultant, Research Data and Technology, will develop and lead specialized technical data and technology activities for systems being used by OhioHealth Research Institute (OHRI) and OhioHealth. This position demonstrates advanced skills and knowledge along with the ability to support, guide, train or lead project team members and colleagues for the effective use of data and technology platforms and applications such as Research Electronic Data Capture tool (REDCap), research use in the Electronic Medical Record (EMR), the enterprise Clinical Trial Management System (CTMS) and/or other databases/applications and also serves as a liaison for Information Technology (IT) and/or Information Security (IS) requests. Under limited supervision, performs responsible and professional work involved in planning, managing, and directing operations for the systems/applications utilized by OHRI and the OH system. In addition, this position contributes to the development of new processes, procedures tools, and training to enhance program activities and conducts quality assurance / quality control checks of the work of others. This position serves as a formal and informal leader of multidisciplinary teams establishing and maintaining communications with Investigator, project teams, sponsor, and others. Responsibilities And Duties: Serving as the Application / Platform Administrator for the systems (see below) - 40% Reporting, Compliance & Data Integrity Needs - 30% Create and maintain accurate simple and complex reports, spreadsheets, graphs and presentations, to analyze and report various financial, quality and service information as requested. Audits & systems data clean-up. Troubleshoot and resolve systems data issues Training - 10%: Determine, develop materials and implement training for foundation staff for annual Team retreat, new associates and ongoing training needs. Other duties as assigned - 20% Application / Platform Administrator Lead OhioHealth and OHRI associates as well as external collaborators to facilitate effective and compliant use of applications such as REDCap, EPIC, CTMS and/or other databases for research, QI, and/or administrative projects. Oversee and lead the development, implementation, maintenance and documentation of software systems or applications, vendor-supplied programs, programs with users and vendors. Collaborate with developers and end-users to ensure that application functionality meets client needs. Test solutions, problem-solve issues and coordinate enhancements. Gather business requirements; creating functional specifications; and identifying, documenting and resolving design issues. Oversee team to complete system validation of new releases. Provide oversight of user education on capabilities, limitations, best practices, and compliant procedures for using applications. Provide oversight to maintain application access, use, and training instructions on the OHRI web site and update as appropriate. Supports and analyzes metrics integration and execution for optimal results. Plan and communicate readiness plan. Serve as an escalation point for the most challenging support issues. Contact vendor or external individuals to resolve issues. Oversee the building of studies, databases, survey instruments, data collection tools, and other resources for conducting research, QI, and administrative projects. Employ best practices for data integrity, confidentiality, and HIPAA compliance. Regularly participate and lead external administrator user group activities and meetings. Coordinate with OhioHealth Information Services on server upgrades and issues to ensure data integrity and minimize downtime; and manage database maintenance as directed. Provide technical input on feasibility for projects involving information systems. Recommend initiatives and process improvements to OHRI leadership to meet the needs of OHRI and use resources wisely to achieve maximum results. Compliance Manage and oversee security approach and standards for infrastructure and applications. Identify security risks and mitigation approaches, using internal and external sources as appropriate. Manage access to systems including activation and deactivation. Manages testing and quality assurance process. Participate in audit preparedness activities for assigned studies/projects. Responsible for managing documentation and reporting for applications and other technology-based projects to ensure compliance with internal SOPs, GCP guidelines, sponsor guidelines and current applicable regulatory regulations. Lead risk assessments of technology-based research activities. Communicate concerns to OHRI leadership in a timely manner. Comply with hospital, departmental policies, procedures and processes. Minimum Qualifications: Bachelor's Degree: Computer and Information Science Additional Job Description: Degree in computer science or related field, or related or equivalent combination of education, training and work experience in research. Strong verbal and written communication skills. Ability and desire to provide exceptional customer service. Demonstrated problem-solving abilities. Strong computer skills, familiarity with database and information exchange technology. Demonstrated experience working independently using initiative and good judgement with teams. Ability to work effectively as part of a team. Ability to learn complex policies and processes and to implement them independently in daily activities. Applies critical thinking and creative problem-solving skills across a wide variety of software/application systems. Minimum of 3 years of human subjects research experience required. Proven track record of having successfully developed and/or managed at least one database. Thorough knowledge of study design criteria, randomization processes, clinical and biomedical terms used in research studies and scientific and medical concepts and terminology. Thorough knowledge of clinical trial management operations. Thorough knowledge of Federal and institutional confidentiality policies applicable to electronic databases containing protected health information and data collected specifically for research. Demonstrates effective communication (written and verbal), the ability to effectively and accurately exchange, transmit, receive, and interpret ideas, information and needs with colleagues and research team members through appropriate communication methods. SPECIALIZED KNOWLEDGE Advanced knowledge of principles of database and applications management. Working knowledge of quality improvement processes. Well-developed organizational skills with attention to details. Documented people skills and professional communication ability. Goal-oriented person who takes initiative, is self-motivated and a creative problem solver. Proficiency in Excel and electronic data capture systems is required. DESIRED ATTRIBUTES Master's degree in data management or related field. Kind and Length of Experience- 4+ years of clinical research involvement. Work Shift: Day Scheduled Weekly Hours : 40 Department Research Business Services Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment
Senior Medicaid & Medicare Reimbursement Consultant
OhioHealth Columbus, Ohio
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: This position is responsible for preparing and reviewing the Medicare and Medicaid cost reports for all OhioHealth entities. • This position will be responsible for ensuring the appropriate governmental (Medicare and Medicaid) reimbursement is received for OhioHealth. • This position is primarily responsible for the proactive calculations and modeling of new regulatory changes and impacts as well as variance analysis of third-party liability accounts. Provides supporting work papers and documentation for third-party inquires. • This position has supervisory oversight of the Reimbursement Analyst daily work schedule including flow of information, teaching of reimbursement fundamentals and principals, review of work and setting daily priorities. • This positon supports the Director of Revenue and Reimbursement and Manager of Reimbursement with many special analysis throughout the year associated with revenue cycle, charge analysis, regulatory and financial reporting. • The Senior Reimbursement Consultant will be a subject matter expert in the following areas, S-10, Wage Index, Bad Debts, Medicare Audits, Disproportionate Share, Indirect Medical Education, Graduate Medical Education, and Governmental Logs, (HCAP, UPL and Franchise Fee programs in the state of Ohio) as well as special projects as assigned. • Extensive knowledge of Medicare and Medicaid cost reporting and reimbursement and remaining up to date with all regulatory requirements, both federal and state is required. • The Reimbursement Consultant position leads, advises and consults various reimbursement financial projects, as well as special projects throughout the year and needs to be able to delegate direct reports assigned to the project or process while staying connected to both the pertinent details as well as the high level strategic purpose. • The Senior Reimbursement Consultant is required to use extensive interpersonal skills in communicating with all management levels at OhioHealth. • This role functions in a heavily matrixed environment and requires strong prioritization, communication and planning skills. Responsibilities And Duties: Consulting and oversite of key areas at OhioHealth in the central Ohio facilities as well as non-central Ohio facilities in the reimbursement functions. Knowledge in the following areas: Reimbursement functions: Subject matter expert on CMS cost reporting, disproportionate share (DSH), Uncompensated Care, Bad debt reporting, IME/GME, Medicare Wage Index, S-10 reporting, Tricare and 855's, Ohio Medicaid, HCAP, UPL and Franchise Fee programs. Knowledge of Acute Care Hospitals, Critical Access Hospitals, Sole Community Hospitals and Rural Health Clinics. Knowledge of reimbursement in specialty areas such psych, inpatient rehabilitation units, Home Health and Hospice. Projects as assigned by Director of Revenue and Reimbursement and Manager of Reimbursement. Provide Director of Revenue and Reimbursement and Manager with updates. CGS audits and auditors Working with our legal vendor for Medicare Appeals. Working with OHA and CBSA facilities on wage index opportunities Special projects / analysis as assigned by the Director of Revenue and Reimbursement and Manager of Reimbursement. Minimum Qualifications: Bachelor's Degree: Finance (Required) Additional Job Description: BS or BA in Accounting or Finance. Hospital and/or healthcare industry experience. Understanding of the CMS prospective payment system and State of Ohio regulations. Minimum of 4 years' experience in the healthcare industry. Strong team development and delegations skills. Excellent communication and presentation skills. SPECIALIZED KNOWLEDGE Min: Proficiency in Microsoft applications, knowledge of clinical & financial patient management systems, demonstrated ability in financial analysis and cost reporting. DESIRED ATTRIBUTES CPA, MHA or MBA. Experience with Medicare/Medicaid cost reporting 4 - 6 years as a Sr. Reimbursement Analyst or similar position(s). Work Shift: Day Scheduled Weekly Hours : 40 Department Reimbursement Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment Remote Work Disclaimer: Positions marked as remote are only eligible for work from Ohio.
12/05/2025
Full time
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: This position is responsible for preparing and reviewing the Medicare and Medicaid cost reports for all OhioHealth entities. • This position will be responsible for ensuring the appropriate governmental (Medicare and Medicaid) reimbursement is received for OhioHealth. • This position is primarily responsible for the proactive calculations and modeling of new regulatory changes and impacts as well as variance analysis of third-party liability accounts. Provides supporting work papers and documentation for third-party inquires. • This position has supervisory oversight of the Reimbursement Analyst daily work schedule including flow of information, teaching of reimbursement fundamentals and principals, review of work and setting daily priorities. • This positon supports the Director of Revenue and Reimbursement and Manager of Reimbursement with many special analysis throughout the year associated with revenue cycle, charge analysis, regulatory and financial reporting. • The Senior Reimbursement Consultant will be a subject matter expert in the following areas, S-10, Wage Index, Bad Debts, Medicare Audits, Disproportionate Share, Indirect Medical Education, Graduate Medical Education, and Governmental Logs, (HCAP, UPL and Franchise Fee programs in the state of Ohio) as well as special projects as assigned. • Extensive knowledge of Medicare and Medicaid cost reporting and reimbursement and remaining up to date with all regulatory requirements, both federal and state is required. • The Reimbursement Consultant position leads, advises and consults various reimbursement financial projects, as well as special projects throughout the year and needs to be able to delegate direct reports assigned to the project or process while staying connected to both the pertinent details as well as the high level strategic purpose. • The Senior Reimbursement Consultant is required to use extensive interpersonal skills in communicating with all management levels at OhioHealth. • This role functions in a heavily matrixed environment and requires strong prioritization, communication and planning skills. Responsibilities And Duties: Consulting and oversite of key areas at OhioHealth in the central Ohio facilities as well as non-central Ohio facilities in the reimbursement functions. Knowledge in the following areas: Reimbursement functions: Subject matter expert on CMS cost reporting, disproportionate share (DSH), Uncompensated Care, Bad debt reporting, IME/GME, Medicare Wage Index, S-10 reporting, Tricare and 855's, Ohio Medicaid, HCAP, UPL and Franchise Fee programs. Knowledge of Acute Care Hospitals, Critical Access Hospitals, Sole Community Hospitals and Rural Health Clinics. Knowledge of reimbursement in specialty areas such psych, inpatient rehabilitation units, Home Health and Hospice. Projects as assigned by Director of Revenue and Reimbursement and Manager of Reimbursement. Provide Director of Revenue and Reimbursement and Manager with updates. CGS audits and auditors Working with our legal vendor for Medicare Appeals. Working with OHA and CBSA facilities on wage index opportunities Special projects / analysis as assigned by the Director of Revenue and Reimbursement and Manager of Reimbursement. Minimum Qualifications: Bachelor's Degree: Finance (Required) Additional Job Description: BS or BA in Accounting or Finance. Hospital and/or healthcare industry experience. Understanding of the CMS prospective payment system and State of Ohio regulations. Minimum of 4 years' experience in the healthcare industry. Strong team development and delegations skills. Excellent communication and presentation skills. SPECIALIZED KNOWLEDGE Min: Proficiency in Microsoft applications, knowledge of clinical & financial patient management systems, demonstrated ability in financial analysis and cost reporting. DESIRED ATTRIBUTES CPA, MHA or MBA. Experience with Medicare/Medicaid cost reporting 4 - 6 years as a Sr. Reimbursement Analyst or similar position(s). Work Shift: Day Scheduled Weekly Hours : 40 Department Reimbursement Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment Remote Work Disclaimer: Positions marked as remote are only eligible for work from Ohio.
Plant Controller
Vaco by Highspring Mesquite, Texas
Plant Controller Fort Worth, TX - Hybrid (3 days onsite) Compensation: $135-155K base + 10-15% bonus A fast-growing, multi-site industrial manufacturing organization is seeking a Plant Controller to support a $150M+ facility within a larger $400M platform. Backed by a stable parent company with over a century in operation and continued growth through acquisition, this location is undergoing meaningful modernization and process improvement- offering the incoming controller both impact and upward mobility. This role is open due to an internal promotion and is ideal for someone with strong manufacturing cost experience who is ready to step into a broader leadership position. The Plant Controller will partner closely with operations and finance leadership, drive process improvements, enhance controls, and support strategic decision-making in a high-visibility environment. Key Responsibilities • Lead plant-level accounting and finance operations, supporting both day-to-day performance and long-term strategy • Oversee cost accounting, inventory, budgeting, forecasting, and project profitability analysis • Assess internal controls, identify deficiencies, and implement improvements to strengthen financial accuracy • Provide project accounting support, including revenue recognition, milestone tracking, and profitability reviews • Develop and enhance SOPs, process documentation, and financial controls • Partner with corporate finance and audit teams to ensure compliance and reporting accuracy • Build financial models to evaluate new initiatives, investments, and operational improvements • Collaborate with plant leadership to drive performance, cost efficiency, and data-driven decision-making • Support ongoing acquisition integration efforts across a multi-site platform • Travel periodically (5-10%) to sister sites within the U.S. Qualifications and Skills • Bachelor's degree in Accounting, Finance, or related field; CPA/CMA and/or MBA preferred • Strong manufacturing and cost accounting experience is required • Experience in middle-market or multi-site manufacturing environments highly preferred • Public company exposure or SOX experience a significant plus • 8-10+ years of progressive accounting/finance experience; open to strong managers ready to step up • Proven ability to implement process improvements and strengthen internal controls • Advanced Excel skills and experience working with ERP systems (Epicor, SAP, Hyperion, etc. a plus) • Strong communication skills and ability to partner collaboratively with operations leadership • Experience working in environments undergoing modernization, automation, or process redesign is valuable Why This Role Is Attractive • Leadership that supports new ideas and gives high performers visibility with senior management • Internal promotion path-site controllers in this platform have advanced quickly • Stable, growing organization with a long history and ongoing acquisition strategy • Culture that values innovation, continuous improvement, and career development • Hybrid schedule with flexibility and supportive leadership Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/05/2025
Full time
Plant Controller Fort Worth, TX - Hybrid (3 days onsite) Compensation: $135-155K base + 10-15% bonus A fast-growing, multi-site industrial manufacturing organization is seeking a Plant Controller to support a $150M+ facility within a larger $400M platform. Backed by a stable parent company with over a century in operation and continued growth through acquisition, this location is undergoing meaningful modernization and process improvement- offering the incoming controller both impact and upward mobility. This role is open due to an internal promotion and is ideal for someone with strong manufacturing cost experience who is ready to step into a broader leadership position. The Plant Controller will partner closely with operations and finance leadership, drive process improvements, enhance controls, and support strategic decision-making in a high-visibility environment. Key Responsibilities • Lead plant-level accounting and finance operations, supporting both day-to-day performance and long-term strategy • Oversee cost accounting, inventory, budgeting, forecasting, and project profitability analysis • Assess internal controls, identify deficiencies, and implement improvements to strengthen financial accuracy • Provide project accounting support, including revenue recognition, milestone tracking, and profitability reviews • Develop and enhance SOPs, process documentation, and financial controls • Partner with corporate finance and audit teams to ensure compliance and reporting accuracy • Build financial models to evaluate new initiatives, investments, and operational improvements • Collaborate with plant leadership to drive performance, cost efficiency, and data-driven decision-making • Support ongoing acquisition integration efforts across a multi-site platform • Travel periodically (5-10%) to sister sites within the U.S. Qualifications and Skills • Bachelor's degree in Accounting, Finance, or related field; CPA/CMA and/or MBA preferred • Strong manufacturing and cost accounting experience is required • Experience in middle-market or multi-site manufacturing environments highly preferred • Public company exposure or SOX experience a significant plus • 8-10+ years of progressive accounting/finance experience; open to strong managers ready to step up • Proven ability to implement process improvements and strengthen internal controls • Advanced Excel skills and experience working with ERP systems (Epicor, SAP, Hyperion, etc. a plus) • Strong communication skills and ability to partner collaboratively with operations leadership • Experience working in environments undergoing modernization, automation, or process redesign is valuable Why This Role Is Attractive • Leadership that supports new ideas and gives high performers visibility with senior management • Internal promotion path-site controllers in this platform have advanced quickly • Stable, growing organization with a long history and ongoing acquisition strategy • Culture that values innovation, continuous improvement, and career development • Hybrid schedule with flexibility and supportive leadership Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Senior Internal Auditor
Vaco by Highspring Balch Springs, Texas
Senior Internal Auditor Dallas, TX - hybrid, 3 days onsite/week One of Vaco's global, publicly-traded clients is looking to onboard an Audit Senior to focus on SOX, operational and financial audits. GROWTH opportunity - several people around the company who have moved into different areas outside of audit started on this team. Looking for someone not afraid to "put on a hard hat" and talk to manufacturing facilities while building relationships with different teams (adaptive personality that can work with executives and operational folks). Compensation: $95-100K + Bonus Day-to-day: Lead the planning, execution, and documentation of SOX testing for key business processes, including walkthroughs, control design assessments, and operating effectiveness testing. Perform risk assessments and partner with process owners to understand key controls and identify potential gaps. Support annual SOX scoping, control rationalization efforts, and evaluation of deficiencies, including root-cause analysis and remediation tracking. Ensure compliance with PCAOB standards and company policies. Execute operational, financial, and compliance audits across a variety of functions, focusing on process efficiency, risk mitigation, and control optimization. Lead audit fieldwork, including interviews, data analysis, and testing of controls and procedures. Develop clear, concise audit findings and recommendations that drive meaningful process improvements. Assist in developing risk-based audit programs and contributing to continuous improvement of audit methodologies. Qualifications: Bachelor's degree in Accounting, Finance, Business, or related field. 3-5+ years of internal audit, external audit, or related experience. Hands-on SOX testing experience, including walkthroughs and operating effectiveness testing. Experience performing operational audits and evaluating business process controls. Strong understanding of internal control frameworks (e.g., COSO). = Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/05/2025
Full time
Senior Internal Auditor Dallas, TX - hybrid, 3 days onsite/week One of Vaco's global, publicly-traded clients is looking to onboard an Audit Senior to focus on SOX, operational and financial audits. GROWTH opportunity - several people around the company who have moved into different areas outside of audit started on this team. Looking for someone not afraid to "put on a hard hat" and talk to manufacturing facilities while building relationships with different teams (adaptive personality that can work with executives and operational folks). Compensation: $95-100K + Bonus Day-to-day: Lead the planning, execution, and documentation of SOX testing for key business processes, including walkthroughs, control design assessments, and operating effectiveness testing. Perform risk assessments and partner with process owners to understand key controls and identify potential gaps. Support annual SOX scoping, control rationalization efforts, and evaluation of deficiencies, including root-cause analysis and remediation tracking. Ensure compliance with PCAOB standards and company policies. Execute operational, financial, and compliance audits across a variety of functions, focusing on process efficiency, risk mitigation, and control optimization. Lead audit fieldwork, including interviews, data analysis, and testing of controls and procedures. Develop clear, concise audit findings and recommendations that drive meaningful process improvements. Assist in developing risk-based audit programs and contributing to continuous improvement of audit methodologies. Qualifications: Bachelor's degree in Accounting, Finance, Business, or related field. 3-5+ years of internal audit, external audit, or related experience. Hands-on SOX testing experience, including walkthroughs and operating effectiveness testing. Experience performing operational audits and evaluating business process controls. Strong understanding of internal control frameworks (e.g., COSO). = Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Sr Accounting Specialist - Senior Living
Wallick Communities New Albany, Ohio
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
12/05/2025
Full time
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
Investment Management Governance Office Senior Business Analyst
City National Bank Wilmington, Delaware
INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing review of Fiduciary committee charters and reporting. Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers. Support development of reporting associated with Fiduciary activities to appropriate governance committees. Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years within or related to financial services Additional Qualifications Knowledge of OCC Reg 9 5 years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/05/2025
Full time
INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing review of Fiduciary committee charters and reporting. Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers. Support development of reporting associated with Fiduciary activities to appropriate governance committees. Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years within or related to financial services Additional Qualifications Knowledge of OCC Reg 9 5 years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Senior Manager of Technical Accounting
Vaco by Highspring Cave Creek, Arizona
Senior Manager of Technical Accounting $130,000-$175,000 base salary (depending on experience) Greater Phoenix, AZ (hybrid schedule 4 days in office) Vaco has partnered with a prestigious company seeking a Senior Manager of Technical Accounting to join their team. This role offers the opportunity to work in an outstanding culture with excellent flexibility, work-life balance, and significant professional growth potential. Responsibilities include preparing and reviewing consolidated financial statements, coordinating financial reporting for broker-dealer subsidiaries, and collaborating with auditors to ensure compliance. If you have a background in public accounting or financial reporting and are looking to advance your career in a dynamic environment, apply today! Perks and Opportunities: Opportunity to join a prestigious company with an outstanding culture. Excellent flexibility and work-life balance. Significant opportunities for professional growth and advancement. Responsibilities include: Prepare and review consolidated financial statements, ensuring accuracy in disclosures. Lead consolidations and accounting work, including M&A support, valuations, and opening balance sheet setup Manage integration projects tied to unifying systems and processes after recent acquisitions Ensure accurate reporting and alignment across multiple newly acquired entities Coordinate financial reporting for broker-dealer subsidiaries, including footnotes and schedules. Develop monthly cash flow statements and maintain supporting documentation. Collaborate with auditors and cross-functional teams to ensure compliance and transparency. Requirements: BS in Accounting or related field required Public Accounting experience or Financial Reporting experience required CPA preferred Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/05/2025
Full time
Senior Manager of Technical Accounting $130,000-$175,000 base salary (depending on experience) Greater Phoenix, AZ (hybrid schedule 4 days in office) Vaco has partnered with a prestigious company seeking a Senior Manager of Technical Accounting to join their team. This role offers the opportunity to work in an outstanding culture with excellent flexibility, work-life balance, and significant professional growth potential. Responsibilities include preparing and reviewing consolidated financial statements, coordinating financial reporting for broker-dealer subsidiaries, and collaborating with auditors to ensure compliance. If you have a background in public accounting or financial reporting and are looking to advance your career in a dynamic environment, apply today! Perks and Opportunities: Opportunity to join a prestigious company with an outstanding culture. Excellent flexibility and work-life balance. Significant opportunities for professional growth and advancement. Responsibilities include: Prepare and review consolidated financial statements, ensuring accuracy in disclosures. Lead consolidations and accounting work, including M&A support, valuations, and opening balance sheet setup Manage integration projects tied to unifying systems and processes after recent acquisitions Ensure accurate reporting and alignment across multiple newly acquired entities Coordinate financial reporting for broker-dealer subsidiaries, including footnotes and schedules. Develop monthly cash flow statements and maintain supporting documentation. Collaborate with auditors and cross-functional teams to ensure compliance and transparency. Requirements: BS in Accounting or related field required Public Accounting experience or Financial Reporting experience required CPA preferred Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Christus Health
Accountant Lead - Accounting
Christus Health Irving, Texas
Description Summary: The Accountant Lead is responsible for preparing general ledger month-end journal entries in accordance with Generally Accepted Accounting Principles, review of journal entries as assigned, and financial statement analysis relevant to their assigned functional accounting team. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Lead Accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. The Lead Accountant will typically be assigned to areas of higher risk and more complex accounting within the functional accounting team. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Lead Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Lead Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Lead Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas. The Lead Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Lead Accountant reports directly to the Accounting Manager and is responsible for assisting their Accounting Manager with supervision and training of accountants on the assigned functional team. The Lead Accountant will be assigned lower risk areas to review journal entries and balance sheet reconciliations. The Lead Accountant is expected to function at a high level of accounting knowledge coupled with ability to direct others and give feedback on a daily basis as to work product. Overall performance evaluation is not the direct responsibility of this job; however, the expectation is for the Lead Accountant to provide specific and documented feedback on the work of the accountants to the Accounting Manager to be incorporated into performance evaluations of those Associates. The Lead Accountant is expected to assist the Accounting Manager in ensuring the team is meeting month-end close deadlines and communicating timely when any deviation from the close schedule is expected. The Lead Accountant should proactively look for ways to make our processes more efficient and maintain or reduce the overall close timeline. Timeliness, accuracy, and the ability to prioritize and meet critical deadlines are essential. The Lead Accountant is expected to lead efforts in improving processes for preparation of financial statements and related reports/schedules, ensuring reporting accuracy and building relationships throughout the System that achieve these goals. For each month-end close, the Lead Accountant will work with the Manager to accumulate and summarize variance analysis results for both the functional area and the Manager's assigned regional responsibilities. The Lead Accountant will be responsible for assisting the Accounting Manager in preparing materials for and participating in month-end financial review calls with the regional CFOs. The job requires strong analytical skills and the ability to problem solve. Lead accountant will be required to review financial and non-financial information in various modules with in Infor CloudSuite relevant to their functional area, including but not limited to the following modules: GL, BI/FSM, Inventory, Purchasing, Fixed Assets, Cash, etc. as part of the research and review of financial statement variances. The Lead Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Lead Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Lead Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Independent analysis of applicable accounting guidance (FASB, AICPA, etc.) to guarantee the proper treatment of financial transactions and ensuring compliance with U.S. Generally Accepted Accounting Principles (US GAAP). Perform variance analysis on assigned accounts to both budget and trend. Prepare month-end balance sheet reconciliations. Review month-end journal entries and account reconciliations prepared by accountants, as assigned. Provide feedback to accountants as necessary and ensure entries are appropriate and include appropriate documentation. Assist Manager with onboarding and training accountants. Assist Manager with accumulating and analyzing month-end variance analysis for assigned functional area and assigned regional responsibilties. Identify errors and research areas of concern. Communicate issues to Accounting Manager and provide potential solutions. Drive process improvements to ensure the team becomes more efficient. Develop and maintain excellent working relationships with other teams across the System (both at the corporate office and at our facilities). Support Senior Management, Regional and Corporate Associates with data requests and analyses. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 7 years of accounting experience required. General ledger accounting experience and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
12/05/2025
Full time
Description Summary: The Accountant Lead is responsible for preparing general ledger month-end journal entries in accordance with Generally Accepted Accounting Principles, review of journal entries as assigned, and financial statement analysis relevant to their assigned functional accounting team. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Lead Accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. The Lead Accountant will typically be assigned to areas of higher risk and more complex accounting within the functional accounting team. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Lead Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate followup questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Lead Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Lead Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas. The Lead Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Lead Accountant reports directly to the Accounting Manager and is responsible for assisting their Accounting Manager with supervision and training of accountants on the assigned functional team. The Lead Accountant will be assigned lower risk areas to review journal entries and balance sheet reconciliations. The Lead Accountant is expected to function at a high level of accounting knowledge coupled with ability to direct others and give feedback on a daily basis as to work product. Overall performance evaluation is not the direct responsibility of this job; however, the expectation is for the Lead Accountant to provide specific and documented feedback on the work of the accountants to the Accounting Manager to be incorporated into performance evaluations of those Associates. The Lead Accountant is expected to assist the Accounting Manager in ensuring the team is meeting month-end close deadlines and communicating timely when any deviation from the close schedule is expected. The Lead Accountant should proactively look for ways to make our processes more efficient and maintain or reduce the overall close timeline. Timeliness, accuracy, and the ability to prioritize and meet critical deadlines are essential. The Lead Accountant is expected to lead efforts in improving processes for preparation of financial statements and related reports/schedules, ensuring reporting accuracy and building relationships throughout the System that achieve these goals. For each month-end close, the Lead Accountant will work with the Manager to accumulate and summarize variance analysis results for both the functional area and the Manager's assigned regional responsibilities. The Lead Accountant will be responsible for assisting the Accounting Manager in preparing materials for and participating in month-end financial review calls with the regional CFOs. The job requires strong analytical skills and the ability to problem solve. Lead accountant will be required to review financial and non-financial information in various modules with in Infor CloudSuite relevant to their functional area, including but not limited to the following modules: GL, BI/FSM, Inventory, Purchasing, Fixed Assets, Cash, etc. as part of the research and review of financial statement variances. The Lead Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Lead Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Lead Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Independent analysis of applicable accounting guidance (FASB, AICPA, etc.) to guarantee the proper treatment of financial transactions and ensuring compliance with U.S. Generally Accepted Accounting Principles (US GAAP). Perform variance analysis on assigned accounts to both budget and trend. Prepare month-end balance sheet reconciliations. Review month-end journal entries and account reconciliations prepared by accountants, as assigned. Provide feedback to accountants as necessary and ensure entries are appropriate and include appropriate documentation. Assist Manager with onboarding and training accountants. Assist Manager with accumulating and analyzing month-end variance analysis for assigned functional area and assigned regional responsibilties. Identify errors and research areas of concern. Communicate issues to Accounting Manager and provide potential solutions. Drive process improvements to ensure the team becomes more efficient. Develop and maintain excellent working relationships with other teams across the System (both at the corporate office and at our facilities). Support Senior Management, Regional and Corporate Associates with data requests and analyses. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 7 years of accounting experience required. General ledger accounting experience and Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Investor Relations and Capital Raise Associate
Osprey Management Forest Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Cicero, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Riverside, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Bedford Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Burbank, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Hometown, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
Investor Relations and Capital Raise Associate
Osprey Management Oak Park, Illinois
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
12/05/2025
Full time
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nations most prolific real estate asset management firms. We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firms current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors. This is remote position INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS: Starting Salary of $60,000-$75,000 Full-Time Generous Monthly Bonus Opportunities Medical benefits in the amount of $500 per month Dental, Vision and other supplementary benefits available Holiday Pay Paid Time Off (PTO) Exposure to senior and executive leadership Collaborative and supportive team environment Work/Home Life Balance INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES: Support the firms investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking. Identify and engage potential investors including family offices, RIAs, and accredited investors. Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral. Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems. Coordinate quarterly updates, reports, tax documents, and investor communications. Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups. Collaborate with senior management, finance, and marketing teams to align messaging and support the firms capital-raising goals. Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy. Contribute to continuous improvement of investor experience and communication workflows. INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS: 35 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate Strong understanding of financial concepts, investment principles, and fund structures. Preference for working knowledge of the real assets sector Ability to balance administrative precision with proactive outreach and follow-through. Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.). Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and a plus Professional and friendly demeanor, with excellent communication skills, both written and verbal Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment Strong attention to detail and follow up skills Robust problem solving skills Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management PM22 Requirements: PI1f4c9d60d2-
USAA
Director, Risk and Compliance Management - Credit Card and Deposits
USAA Charlotte, North Carolina
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Risk and Compliance Director, you will provide independent oversight of the Credit Card and Deposits business lines, offering effective challenge and advisory services associated with products and services aligned with core business processes. Your role will involve identifying, measuring, monitoring, escalating, and reporting on operational and compliance risks by employing established risk management practices ensuring risk exposures are managed through effective mitigation strategies. You will lead a team of risk professionals and collaborate with other risk and business partners to achieve shared objectives. Additionally, you will actively participate in and support internal and external audits, as well as regulatory reviews as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, Tampa, FL, Phoenix, AZ, Colorado Springs, CO, San Antonio, TX, or Plano, TX. Relocation assistance is available for this position. What you'll do: Directs staff and initiatives that support risk management programs, to include governance support, risk oversight, risk infrastructure development, analysis of regulatory environment, and adherence to enterprise operational and compliance policies and procedures. Reviews, communicates, and recommends the development of risk policies and procedures in partnership with senior leaders and regulatory partners to ensure appropriateness and adequacy versus industry best practices and regulatory requirements. Directs the oversight of risk through its life cycle and use, manages the review and assessment of state and federal regulatory requirements and associated business impacts. Provides operational and compliance risk oversight for USAA, its affiliates, and USAA partnerships with external companies. Partners with key stakeholders such as, federal/state regulatory agencies and business leaders to oversee the formulation of stress test plans, identification, quantification, and aggregation of risks using analytical methodologies, to include key and emerging risks, including risks associated with new or modified products, services, distribution channels, regulations and/or third-party operations. Directs teams in the development of risk dashboards and reporting formats in alignment with risk appetite/profile and/or regulatory requirements. Proactively identifies strategic and tactical regulatory solutions by providing risk and compliance subject matter expertise for CoSA project/process/product initiatives. Builds and manages a high performing team of risk professionals through recruitment, training, coaching, performance management and related managerial activities. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of risk management, compliance, or regulatory experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area; OR advanced degree/designation in Risk Management, Business, Finance, or other discipline relevant to risk management and 6 years of work experience in a discipline relevant to risk management. 3 years of direct team lead or management experience. Expert knowledge of relevant industry regulations and regulatory compliance in a specific area. Advanced risk management experience understanding and implementing applicable risk and/or compliance policies, guidelines, rules, and regulations in a complex institution and/or highly matrixed environment related to banking, insurance and/or financial services. Advanced knowledge of risk and/or compliance laws, regulations, and regulatory expectations. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management and influence business outcomes. Experience leading and directing work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include demonstrated ability to effectively make data-driven decisions. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. What sets you apart: Leadership experience providing independent oversight, or the direct management of inherent risks associated with the credit card and deposits business lines. Possess a strong understanding of operational risk principles or experience in developing and implementing operational risk frameworks and/or strategies. Deep understanding of the regulatory environment and compliance requirements associated with deposits and credit card products. Leadership experience in operational risk management, compliance, or internal audit functions with a proven track record of effectively leading and mentoring teams and cultivating a high-performance culture driving team success. Excellent verbal and written communication skills with the ability to articulate complex risk assessments, strategies, and recommendations to diverse stakeholders, including senior leadership and regulatory bodies. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $143,320- $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Risk and Compliance Director, you will provide independent oversight of the Credit Card and Deposits business lines, offering effective challenge and advisory services associated with products and services aligned with core business processes. Your role will involve identifying, measuring, monitoring, escalating, and reporting on operational and compliance risks by employing established risk management practices ensuring risk exposures are managed through effective mitigation strategies. You will lead a team of risk professionals and collaborate with other risk and business partners to achieve shared objectives. Additionally, you will actively participate in and support internal and external audits, as well as regulatory reviews as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, Tampa, FL, Phoenix, AZ, Colorado Springs, CO, San Antonio, TX, or Plano, TX. Relocation assistance is available for this position. What you'll do: Directs staff and initiatives that support risk management programs, to include governance support, risk oversight, risk infrastructure development, analysis of regulatory environment, and adherence to enterprise operational and compliance policies and procedures. Reviews, communicates, and recommends the development of risk policies and procedures in partnership with senior leaders and regulatory partners to ensure appropriateness and adequacy versus industry best practices and regulatory requirements. Directs the oversight of risk through its life cycle and use, manages the review and assessment of state and federal regulatory requirements and associated business impacts. Provides operational and compliance risk oversight for USAA, its affiliates, and USAA partnerships with external companies. Partners with key stakeholders such as, federal/state regulatory agencies and business leaders to oversee the formulation of stress test plans, identification, quantification, and aggregation of risks using analytical methodologies, to include key and emerging risks, including risks associated with new or modified products, services, distribution channels, regulations and/or third-party operations. Directs teams in the development of risk dashboards and reporting formats in alignment with risk appetite/profile and/or regulatory requirements. Proactively identifies strategic and tactical regulatory solutions by providing risk and compliance subject matter expertise for CoSA project/process/product initiatives. Builds and manages a high performing team of risk professionals through recruitment, training, coaching, performance management and related managerial activities. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of risk management, compliance, or regulatory experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area; OR advanced degree/designation in Risk Management, Business, Finance, or other discipline relevant to risk management and 6 years of work experience in a discipline relevant to risk management. 3 years of direct team lead or management experience. Expert knowledge of relevant industry regulations and regulatory compliance in a specific area. Advanced risk management experience understanding and implementing applicable risk and/or compliance policies, guidelines, rules, and regulations in a complex institution and/or highly matrixed environment related to banking, insurance and/or financial services. Advanced knowledge of risk and/or compliance laws, regulations, and regulatory expectations. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management and influence business outcomes. Experience leading and directing work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include demonstrated ability to effectively make data-driven decisions. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. What sets you apart: Leadership experience providing independent oversight, or the direct management of inherent risks associated with the credit card and deposits business lines. Possess a strong understanding of operational risk principles or experience in developing and implementing operational risk frameworks and/or strategies. Deep understanding of the regulatory environment and compliance requirements associated with deposits and credit card products. Leadership experience in operational risk management, compliance, or internal audit functions with a proven track record of effectively leading and mentoring teams and cultivating a high-performance culture driving team success. Excellent verbal and written communication skills with the ability to articulate complex risk assessments, strategies, and recommendations to diverse stakeholders, including senior leadership and regulatory bodies. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $143,320- $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Director, Risk and Compliance Management - Credit Card and Deposits
USAA Plano, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Risk and Compliance Director, you will provide independent oversight of the Credit Card and Deposits business lines, offering effective challenge and advisory services associated with products and services aligned with core business processes. Your role will involve identifying, measuring, monitoring, escalating, and reporting on operational and compliance risks by employing established risk management practices ensuring risk exposures are managed through effective mitigation strategies. You will lead a team of risk professionals and collaborate with other risk and business partners to achieve shared objectives. Additionally, you will actively participate in and support internal and external audits, as well as regulatory reviews as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, Tampa, FL, Phoenix, AZ, Colorado Springs, CO, San Antonio, TX, or Plano, TX. Relocation assistance is available for this position. What you'll do: Directs staff and initiatives that support risk management programs, to include governance support, risk oversight, risk infrastructure development, analysis of regulatory environment, and adherence to enterprise operational and compliance policies and procedures. Reviews, communicates, and recommends the development of risk policies and procedures in partnership with senior leaders and regulatory partners to ensure appropriateness and adequacy versus industry best practices and regulatory requirements. Directs the oversight of risk through its life cycle and use, manages the review and assessment of state and federal regulatory requirements and associated business impacts. Provides operational and compliance risk oversight for USAA, its affiliates, and USAA partnerships with external companies. Partners with key stakeholders such as, federal/state regulatory agencies and business leaders to oversee the formulation of stress test plans, identification, quantification, and aggregation of risks using analytical methodologies, to include key and emerging risks, including risks associated with new or modified products, services, distribution channels, regulations and/or third-party operations. Directs teams in the development of risk dashboards and reporting formats in alignment with risk appetite/profile and/or regulatory requirements. Proactively identifies strategic and tactical regulatory solutions by providing risk and compliance subject matter expertise for CoSA project/process/product initiatives. Builds and manages a high performing team of risk professionals through recruitment, training, coaching, performance management and related managerial activities. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of risk management, compliance, or regulatory experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area; OR advanced degree/designation in Risk Management, Business, Finance, or other discipline relevant to risk management and 6 years of work experience in a discipline relevant to risk management. 3 years of direct team lead or management experience. Expert knowledge of relevant industry regulations and regulatory compliance in a specific area. Advanced risk management experience understanding and implementing applicable risk and/or compliance policies, guidelines, rules, and regulations in a complex institution and/or highly matrixed environment related to banking, insurance and/or financial services. Advanced knowledge of risk and/or compliance laws, regulations, and regulatory expectations. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management and influence business outcomes. Experience leading and directing work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include demonstrated ability to effectively make data-driven decisions. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. What sets you apart: Leadership experience providing independent oversight, or the direct management of inherent risks associated with the credit card and deposits business lines. Possess a strong understanding of operational risk principles or experience in developing and implementing operational risk frameworks and/or strategies. Deep understanding of the regulatory environment and compliance requirements associated with deposits and credit card products. Leadership experience in operational risk management, compliance, or internal audit functions with a proven track record of effectively leading and mentoring teams and cultivating a high-performance culture driving team success. Excellent verbal and written communication skills with the ability to articulate complex risk assessments, strategies, and recommendations to diverse stakeholders, including senior leadership and regulatory bodies. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $143,320- $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Risk and Compliance Director, you will provide independent oversight of the Credit Card and Deposits business lines, offering effective challenge and advisory services associated with products and services aligned with core business processes. Your role will involve identifying, measuring, monitoring, escalating, and reporting on operational and compliance risks by employing established risk management practices ensuring risk exposures are managed through effective mitigation strategies. You will lead a team of risk professionals and collaborate with other risk and business partners to achieve shared objectives. Additionally, you will actively participate in and support internal and external audits, as well as regulatory reviews as needed. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, Tampa, FL, Phoenix, AZ, Colorado Springs, CO, San Antonio, TX, or Plano, TX. Relocation assistance is available for this position. What you'll do: Directs staff and initiatives that support risk management programs, to include governance support, risk oversight, risk infrastructure development, analysis of regulatory environment, and adherence to enterprise operational and compliance policies and procedures. Reviews, communicates, and recommends the development of risk policies and procedures in partnership with senior leaders and regulatory partners to ensure appropriateness and adequacy versus industry best practices and regulatory requirements. Directs the oversight of risk through its life cycle and use, manages the review and assessment of state and federal regulatory requirements and associated business impacts. Provides operational and compliance risk oversight for USAA, its affiliates, and USAA partnerships with external companies. Partners with key stakeholders such as, federal/state regulatory agencies and business leaders to oversee the formulation of stress test plans, identification, quantification, and aggregation of risks using analytical methodologies, to include key and emerging risks, including risks associated with new or modified products, services, distribution channels, regulations and/or third-party operations. Directs teams in the development of risk dashboards and reporting formats in alignment with risk appetite/profile and/or regulatory requirements. Proactively identifies strategic and tactical regulatory solutions by providing risk and compliance subject matter expertise for CoSA project/process/product initiatives. Builds and manages a high performing team of risk professionals through recruitment, training, coaching, performance management and related managerial activities. What you have: Bachelor's degree in Risk Management, Business, Finance, or a related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of risk management, compliance, or regulatory experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area; OR advanced degree/designation in Risk Management, Business, Finance, or other discipline relevant to risk management and 6 years of work experience in a discipline relevant to risk management. 3 years of direct team lead or management experience. Expert knowledge of relevant industry regulations and regulatory compliance in a specific area. Advanced risk management experience understanding and implementing applicable risk and/or compliance policies, guidelines, rules, and regulations in a complex institution and/or highly matrixed environment related to banking, insurance and/or financial services. Advanced knowledge of risk and/or compliance laws, regulations, and regulatory expectations. Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management and influence business outcomes. Experience leading and directing work with both internal and external partners in a highly collaborative environment. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include demonstrated ability to effectively make data-driven decisions. Advanced knowledge of Microsoft Office products including Excel and PowerPoint. What sets you apart: Leadership experience providing independent oversight, or the direct management of inherent risks associated with the credit card and deposits business lines. Possess a strong understanding of operational risk principles or experience in developing and implementing operational risk frameworks and/or strategies. Deep understanding of the regulatory environment and compliance requirements associated with deposits and credit card products. Leadership experience in operational risk management, compliance, or internal audit functions with a proven track record of effectively leading and mentoring teams and cultivating a high-performance culture driving team success. Excellent verbal and written communication skills with the ability to articulate complex risk assessments, strategies, and recommendations to diverse stakeholders, including senior leadership and regulatory bodies. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $143,320- $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Director, Retirement Income - Life Company
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Director, Retirement Income - Life Company
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Sr. Accounting/Financial Analyst
Datascan Technologies, LLC Alpharetta, Georgia
Big News!DataScan Joins Solifi.Its not just an expansion of capabilities; its a unification of expertise, giving lenders a single, powerful partner to support growth, manage risk, and drive innovation.Vacancy NameSenior Accounting AnalystVacancy NoVN854Job TitleSenior Accounting AnalystWork Location CityAlpharettaAbout SolifiSolifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.About the TeamThe Accounting Department is a collaborative, approachable team that partners with individuals and groups across the organization. We manage day to day financial activities such as payroll, invoices, and expenses, while also preparing clear and reliable financial reports. By working closely with other departments on budgeting and forecasting, we provide the insights that help guide organizational decision making.About the PositionThe Senior Accounting Analyst is responsible for GAAP reporting and compliance, budgeting and forecasting as well as general accounting functions. The role is responsible for completing client billing and month end close within the established close cycle, preparing income and balance sheet statements, reporting on company performance relative to budget and forecast and various other accounting reports. The Senior Accounting Analyst reconciles financial reports and records, summarizes variances relative to expenditures, validates accuracy of accruals, prepares journal entries, supports Accounts Payable and reconciles various general ledger accounts.Role and Responsibilities Prepare daily and monthly journal entries for month-end close and adhere to close calendar deadlines Prepare monthly reconciliations for various general ledger accounts Prepare monthly financial reporting and variance analysis explanations Assist with annual GAAP financial statement audit; prepare requested audit schedules, provide account information, and answer auditors questions Coordinate annual budget and projection cycles and prepare necessary reporting packages Assist outside firms with annual Corporate Tax returns and other corporate tax matters Research new accounting pronouncements and assist with adoption as needed Develop and implement process improvements to enhance controls and gain efficiency Special projects for executive leadership and boardAbout YouJob Requirements: Bachelors degree in Accounting or Finance required 8+ years professional accounting & financial analysis experience Technical accounting skills required including experience in researching, interpreting, and applying US GAAP High level of proficiency in utilizing Excel Multicurrency (Canada) and currency conversion and exchange rates, a plus Corporate tax experience, a plus Competencies: Must have excellent organizational skills and attention to detail Must have maturity to handle confidential information with discretion Strong verbal and written communication skills, with the ability to effectively communicate with all levels of associates Ability to work within a team as both a leader and key contributor High degree of accuracy is required and ability to work well under pressure and multi-task to meet strict deadlines Must be self-motivated and possess strong analytical and problem-solving skills. Experience in identifying, recommending, and implementing process enhancements a plus NetSuite/ADP experience a plusPreferred Experience Level8 yearsPreferred Education LevelBachelor's DegreeEmployment BasisFull TimeBenefitsMedical, Dental, Vision, Flexible Spend Account (FSA), Health Savings Account (HSA), Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage, Disability Insurance Coverage (Short Term and Long Term), Employee Assistance Program (EAP), 401K Tax Deferred Retirement Savings Plan PI3fda3-0198
12/04/2025
Full time
Big News!DataScan Joins Solifi.Its not just an expansion of capabilities; its a unification of expertise, giving lenders a single, powerful partner to support growth, manage risk, and drive innovation.Vacancy NameSenior Accounting AnalystVacancy NoVN854Job TitleSenior Accounting AnalystWork Location CityAlpharettaAbout SolifiSolifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.About the TeamThe Accounting Department is a collaborative, approachable team that partners with individuals and groups across the organization. We manage day to day financial activities such as payroll, invoices, and expenses, while also preparing clear and reliable financial reports. By working closely with other departments on budgeting and forecasting, we provide the insights that help guide organizational decision making.About the PositionThe Senior Accounting Analyst is responsible for GAAP reporting and compliance, budgeting and forecasting as well as general accounting functions. The role is responsible for completing client billing and month end close within the established close cycle, preparing income and balance sheet statements, reporting on company performance relative to budget and forecast and various other accounting reports. The Senior Accounting Analyst reconciles financial reports and records, summarizes variances relative to expenditures, validates accuracy of accruals, prepares journal entries, supports Accounts Payable and reconciles various general ledger accounts.Role and Responsibilities Prepare daily and monthly journal entries for month-end close and adhere to close calendar deadlines Prepare monthly reconciliations for various general ledger accounts Prepare monthly financial reporting and variance analysis explanations Assist with annual GAAP financial statement audit; prepare requested audit schedules, provide account information, and answer auditors questions Coordinate annual budget and projection cycles and prepare necessary reporting packages Assist outside firms with annual Corporate Tax returns and other corporate tax matters Research new accounting pronouncements and assist with adoption as needed Develop and implement process improvements to enhance controls and gain efficiency Special projects for executive leadership and boardAbout YouJob Requirements: Bachelors degree in Accounting or Finance required 8+ years professional accounting & financial analysis experience Technical accounting skills required including experience in researching, interpreting, and applying US GAAP High level of proficiency in utilizing Excel Multicurrency (Canada) and currency conversion and exchange rates, a plus Corporate tax experience, a plus Competencies: Must have excellent organizational skills and attention to detail Must have maturity to handle confidential information with discretion Strong verbal and written communication skills, with the ability to effectively communicate with all levels of associates Ability to work within a team as both a leader and key contributor High degree of accuracy is required and ability to work well under pressure and multi-task to meet strict deadlines Must be self-motivated and possess strong analytical and problem-solving skills. Experience in identifying, recommending, and implementing process enhancements a plus NetSuite/ADP experience a plusPreferred Experience Level8 yearsPreferred Education LevelBachelor's DegreeEmployment BasisFull TimeBenefitsMedical, Dental, Vision, Flexible Spend Account (FSA), Health Savings Account (HSA), Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage, Disability Insurance Coverage (Short Term and Long Term), Employee Assistance Program (EAP), 401K Tax Deferred Retirement Savings Plan PI3fda3-0198

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