This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We are a collaborative public accounting firm based in Clearwater, focused on delivering high-quality audit and assurance services to local businesses and nonprofit clients. We value clear communication, technical excellence, and practical solutions that help our clients grow. Our team combines deep industry knowledge with a friendly, mentorship-first culture. Why join us? We invest in your professional growth - offering hands-on training, exposure to diverse client engagements, and a clear path to advancement. You'll work alongside experienced auditors who prioritize coaching and knowledge-sharing, not busywork. Enjoy a balanced schedule, supportive teammates, and the opportunity to build meaningful client relationships in the Tampa Bay area. Job Details Staff Auditor Position summary We're looking for a detail-oriented Staff Auditor to join our Clearwater audit team. In this role you'll perform audit fieldwork, prepare workpapers, and support seniors and managers to deliver accurate, timely audit opinions. This is an excellent opportunity for someone developing their audit skills and aiming for steady professional progression. Key responsibilities Execute audit fieldwork for financial statement and compliance engagements. Prepare and document audit workpapers in accordance with firm standards and GAAP/AUD requirements. Perform substantive testing, analytical procedures, and account reconciliations. Assist with planning, risk assessment, and documenting internal controls. Communicate findings clearly to seniors and managers; escalate issues when appropriate. Build and maintain professional client relationships during on-site visits. Support ad-hoc accounting projects and special requests from clients. Qualifications Bachelor's degree in Accounting or related field; progress toward CPA licensure encouraged. 2-4 years public accounting or relevant audit experience (entry-level candidates welcome). Strong understanding of accounting principles (GAAP) and basic audit procedures. Proficient with Excel; experience with audit software a plus. Excellent written and verbal communication skills. Detail-oriented, organized, and able to manage multiple tasks under deadlines. Professional, client-facing demeanor and willingness to travel locally for engagements. What we offer Structured mentorship and training programs. Clear promotion path toward senior and managerial roles. Competitive compensation and benefits (medical, PTO, professional development support). A supportive team culture that values work/life balance. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We are a collaborative public accounting firm based in Clearwater, focused on delivering high-quality audit and assurance services to local businesses and nonprofit clients. We value clear communication, technical excellence, and practical solutions that help our clients grow. Our team combines deep industry knowledge with a friendly, mentorship-first culture. Why join us? We invest in your professional growth - offering hands-on training, exposure to diverse client engagements, and a clear path to advancement. You'll work alongside experienced auditors who prioritize coaching and knowledge-sharing, not busywork. Enjoy a balanced schedule, supportive teammates, and the opportunity to build meaningful client relationships in the Tampa Bay area. Job Details Staff Auditor Position summary We're looking for a detail-oriented Staff Auditor to join our Clearwater audit team. In this role you'll perform audit fieldwork, prepare workpapers, and support seniors and managers to deliver accurate, timely audit opinions. This is an excellent opportunity for someone developing their audit skills and aiming for steady professional progression. Key responsibilities Execute audit fieldwork for financial statement and compliance engagements. Prepare and document audit workpapers in accordance with firm standards and GAAP/AUD requirements. Perform substantive testing, analytical procedures, and account reconciliations. Assist with planning, risk assessment, and documenting internal controls. Communicate findings clearly to seniors and managers; escalate issues when appropriate. Build and maintain professional client relationships during on-site visits. Support ad-hoc accounting projects and special requests from clients. Qualifications Bachelor's degree in Accounting or related field; progress toward CPA licensure encouraged. 2-4 years public accounting or relevant audit experience (entry-level candidates welcome). Strong understanding of accounting principles (GAAP) and basic audit procedures. Proficient with Excel; experience with audit software a plus. Excellent written and verbal communication skills. Detail-oriented, organized, and able to manage multiple tasks under deadlines. Professional, client-facing demeanor and willingness to travel locally for engagements. What we offer Structured mentorship and training programs. Clear promotion path toward senior and managerial roles. Competitive compensation and benefits (medical, PTO, professional development support). A supportive team culture that values work/life balance. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
03/05/2026
Full time
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
03/05/2026
Full time
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
03/05/2026
Full time
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
03/05/2026
Full time
About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229
Teachers Retirement Association
Saint Paul, Minnesota
Job Summary Teachers Retirement Association (TRA) has been providing pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong leadership skills related to accounting and financial reporting for our Chief Financial Officer (CFO) role. The CFO for TRA supports the Executive Director and Deputy Executive Director, as a strategic business partner, in managing and leading the financial operations of the organization. The incumbent hired into this role will consult with TRA staff on complex financial matters and set critical organizational goals as a member of TRA's Executive Team. The CFO will also provide regular information/guidance to TRA's Board of Trustees. Lastly, the incumbent will be required to oversee several financial functional services, such as, public pension accounting, financial reporting, budgeting, risk management, tax compliance, contract administration, administrative and board support services, and member/employer records management. This position is located at our Saint Paul, Minnesota office. The role is telework eligible, but will require the incumbent to work a schedule that includes some in-person work. Travel maybe required occasionally, up to 10%. Salary Range for this position: $51.96 - $74.54/hourly - $108,492 - $155,639/annually Minimum Qualifications A Bachelor's degree in Accounting, Finance, Economics, Business/Public Administration, or a related degree plus five (5) years of experience managing or supervising finance-related activities of a complex business or government program. Experience must further demonstrate: Experience working with Statewide Integrated Financial Tools (SWIFT) or similar financial reporting system; Workiva or similar compliance, reporting, and GRC (Governance, Risk, and Compliance) system; and NetSuite or similar finance, ERP (Enterprise Resource Planning), and CRM (Customer Relationship Management) system. Experience determining, developing, and executing financial policies and directives. Extensive knowledge of Microsoft Excel or similar software program. Considerable knowledge of governmental Generally Accepted Accounting Principles (GAAP) and applications; Governmental Accounting Standards (GASB), risk management and internal control principles; budgeting; auditing; program management; financial reporting principles; procurement and contract management practices; strategic planning concepts and methods; and Annual Comprehensive Financial Report (ACFR) preparation. Excellent oral communication and presentation skills to articulate complex financial topics with clarity, and provide expert guidance to Executive Management and the Board of Trustees on financial decisions and organizational policy. Strong writing skills to prepare agency financial publications and communications. Proven leadership ability and interpersonal skills to build collaborative relationships; influence decision-making; effectively motivate and manage a diverse team; and champion a work culture that advocates for inclusion. Effective project management skills and a demonstrated record of successfully implementing enterprise process improvements. Successful candidates also must be able to secure their own transportation for in-state business travel, conferences, and/or trainings. Travel may be required up to 10% of the time for this role. Preferred Qualifications Master's Degree in Accounting, Finance, Economics, Business/Public Administration, or a related degree. Certified Public Accountant, Certified Public Finance Officer, or similar professional certification (e.g., Certified Government Financial Manager, Certified Internal Auditor). Administrative experience in public pension plan administration. Knowledge of public pension retirement plan design, function and administration; actuarial principles, methods and assumptions. Experience with public sector financial management. Physical Requirements This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time. Additional Requirements Successful candidates must pass past-employer reference checks and a criminal background check. It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components: State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only) Criminal History Check Employee Reference Check Social Security and Address Verification Education Verification Driver's License Check How to Apply Visit the MN Careers webpage: and search using the Job ID . If you have questions about applying for jobs, contact the Careers Help Desk at or email . For additional information about the application process, go to Contact If you have questions about this position, or are an individual with a disability and need to request an accommodation for a scheduled interview, contact Justin Johnson at . To receive consideration as a Connect 700 Program applicant, apply online, email the Job ID#, the Working Title and your valid Proof of Eligibility Certificate by the closing date to Justin Johnson at . Working together to improve the state we love. What do Minnesota's State employees have in common? A sense of purpose in their work Connection with their coworkers and communities Opportunities for personal and professional growth Benefits As an employee, you'll have access to one of the most affordable health insurance plans in Minnesota, along with other benefits to help you and your family be well. Your benefits may include: Paid vacation and sick leave 12 paid holidays each year Low-cost medical, dental, vision, and prescription drug plans Fertility care, including IVF Diabetes care Dental and orthodontic care for adults and children 6 weeks paid leave for parents of newborn or newly adopted children Pension plan that provides income when you retire (after working at least three years) Employer paid life insurance to provide support for your family in the event of death Short-term and long-term disability insurance that can provide income if you are unable to work due to illness or injury Tax-free expense accounts for health, dental, and dependent care Resources that provide support and promote physical, emotional, social, and financial well-being Support to help you reach your career goals: Training, classes, and professional development Federal Public Service Loan Forgiveness Program (Some positions may qualify for the Public Service Loan Forgiveness Program. For more information, visit the Federal Student Aid website at studentaid.gov) Employee Assistance Program (EAP) for work/life support: A voluntary confidential program that helps employees and their families with life challenges that may impact overall health, personal well-being, or job performance Common sources of stress can be addressed through the EAP: mental health, relationship challenges (personal and work), grief and loss, finances, and legal issues Daily Living/Convenience Services: Chore services, home repair, trip planning, child/elder care Programs, resources and benefits eligibility varies based on type of employment, agency, funding availability, union/collective bargaining agreement, location, and length of service with the State of Minnesota. Teachers Retirement Association also offers free ramp parking at our St. Paul Office location. EQUAL OPPORTUNITY EMPLOYERS Minnesota state agencies are equal opportunity, affirmative action, and veteran-friendly employers. State agencies are committed to creating a workforce that reflects the diversity of the state and strongly encourages persons of color and Indigenous communities, members of the LGBTQIA2S+ community, individuals with disabilities, women, and veterans to apply. The varied experiences and perspectives of employees strengthen the work we do together and our ability to best serve Minnesotans. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex (including pregnancy, childbirth, and disabilities related to pregnancy or childbirth), gender identity, gender expression, marital status, familial status, age, sexual orientation, status regarding public assistance, disability, veteran status or activity in a local Human Rights Commission or any other characteristic protected by law. APPLICANTS WITH DISABILITIES Minnesota state agencies make reasonable accommodations to their employees and applicants with disabilities. If you have a disability and need assistance in searching or applying for jobs with the State of Minnesota, call the Careers Help Desk at or email and let us know the support you need.
03/05/2026
Job Summary Teachers Retirement Association (TRA) has been providing pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong leadership skills related to accounting and financial reporting for our Chief Financial Officer (CFO) role. The CFO for TRA supports the Executive Director and Deputy Executive Director, as a strategic business partner, in managing and leading the financial operations of the organization. The incumbent hired into this role will consult with TRA staff on complex financial matters and set critical organizational goals as a member of TRA's Executive Team. The CFO will also provide regular information/guidance to TRA's Board of Trustees. Lastly, the incumbent will be required to oversee several financial functional services, such as, public pension accounting, financial reporting, budgeting, risk management, tax compliance, contract administration, administrative and board support services, and member/employer records management. This position is located at our Saint Paul, Minnesota office. The role is telework eligible, but will require the incumbent to work a schedule that includes some in-person work. Travel maybe required occasionally, up to 10%. Salary Range for this position: $51.96 - $74.54/hourly - $108,492 - $155,639/annually Minimum Qualifications A Bachelor's degree in Accounting, Finance, Economics, Business/Public Administration, or a related degree plus five (5) years of experience managing or supervising finance-related activities of a complex business or government program. Experience must further demonstrate: Experience working with Statewide Integrated Financial Tools (SWIFT) or similar financial reporting system; Workiva or similar compliance, reporting, and GRC (Governance, Risk, and Compliance) system; and NetSuite or similar finance, ERP (Enterprise Resource Planning), and CRM (Customer Relationship Management) system. Experience determining, developing, and executing financial policies and directives. Extensive knowledge of Microsoft Excel or similar software program. Considerable knowledge of governmental Generally Accepted Accounting Principles (GAAP) and applications; Governmental Accounting Standards (GASB), risk management and internal control principles; budgeting; auditing; program management; financial reporting principles; procurement and contract management practices; strategic planning concepts and methods; and Annual Comprehensive Financial Report (ACFR) preparation. Excellent oral communication and presentation skills to articulate complex financial topics with clarity, and provide expert guidance to Executive Management and the Board of Trustees on financial decisions and organizational policy. Strong writing skills to prepare agency financial publications and communications. Proven leadership ability and interpersonal skills to build collaborative relationships; influence decision-making; effectively motivate and manage a diverse team; and champion a work culture that advocates for inclusion. Effective project management skills and a demonstrated record of successfully implementing enterprise process improvements. Successful candidates also must be able to secure their own transportation for in-state business travel, conferences, and/or trainings. Travel may be required up to 10% of the time for this role. Preferred Qualifications Master's Degree in Accounting, Finance, Economics, Business/Public Administration, or a related degree. Certified Public Accountant, Certified Public Finance Officer, or similar professional certification (e.g., Certified Government Financial Manager, Certified Internal Auditor). Administrative experience in public pension plan administration. Knowledge of public pension retirement plan design, function and administration; actuarial principles, methods and assumptions. Experience with public sector financial management. Physical Requirements This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time. Additional Requirements Successful candidates must pass past-employer reference checks and a criminal background check. It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components: State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only) Criminal History Check Employee Reference Check Social Security and Address Verification Education Verification Driver's License Check How to Apply Visit the MN Careers webpage: and search using the Job ID . If you have questions about applying for jobs, contact the Careers Help Desk at or email . For additional information about the application process, go to Contact If you have questions about this position, or are an individual with a disability and need to request an accommodation for a scheduled interview, contact Justin Johnson at . To receive consideration as a Connect 700 Program applicant, apply online, email the Job ID#, the Working Title and your valid Proof of Eligibility Certificate by the closing date to Justin Johnson at . Working together to improve the state we love. What do Minnesota's State employees have in common? A sense of purpose in their work Connection with their coworkers and communities Opportunities for personal and professional growth Benefits As an employee, you'll have access to one of the most affordable health insurance plans in Minnesota, along with other benefits to help you and your family be well. Your benefits may include: Paid vacation and sick leave 12 paid holidays each year Low-cost medical, dental, vision, and prescription drug plans Fertility care, including IVF Diabetes care Dental and orthodontic care for adults and children 6 weeks paid leave for parents of newborn or newly adopted children Pension plan that provides income when you retire (after working at least three years) Employer paid life insurance to provide support for your family in the event of death Short-term and long-term disability insurance that can provide income if you are unable to work due to illness or injury Tax-free expense accounts for health, dental, and dependent care Resources that provide support and promote physical, emotional, social, and financial well-being Support to help you reach your career goals: Training, classes, and professional development Federal Public Service Loan Forgiveness Program (Some positions may qualify for the Public Service Loan Forgiveness Program. For more information, visit the Federal Student Aid website at studentaid.gov) Employee Assistance Program (EAP) for work/life support: A voluntary confidential program that helps employees and their families with life challenges that may impact overall health, personal well-being, or job performance Common sources of stress can be addressed through the EAP: mental health, relationship challenges (personal and work), grief and loss, finances, and legal issues Daily Living/Convenience Services: Chore services, home repair, trip planning, child/elder care Programs, resources and benefits eligibility varies based on type of employment, agency, funding availability, union/collective bargaining agreement, location, and length of service with the State of Minnesota. Teachers Retirement Association also offers free ramp parking at our St. Paul Office location. EQUAL OPPORTUNITY EMPLOYERS Minnesota state agencies are equal opportunity, affirmative action, and veteran-friendly employers. State agencies are committed to creating a workforce that reflects the diversity of the state and strongly encourages persons of color and Indigenous communities, members of the LGBTQIA2S+ community, individuals with disabilities, women, and veterans to apply. The varied experiences and perspectives of employees strengthen the work we do together and our ability to best serve Minnesotans. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex (including pregnancy, childbirth, and disabilities related to pregnancy or childbirth), gender identity, gender expression, marital status, familial status, age, sexual orientation, status regarding public assistance, disability, veteran status or activity in a local Human Rights Commission or any other characteristic protected by law. APPLICANTS WITH DISABILITIES Minnesota state agencies make reasonable accommodations to their employees and applicants with disabilities. If you have a disability and need assistance in searching or applying for jobs with the State of Minnesota, call the Careers Help Desk at or email and let us know the support you need.
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 Director, Audit for Model Risk, you will manage the planning, execution and oversight of the consolidated annual audit plan including risk-based assurance and advisory engagements driving quality of audit work for a designated staff agency or line of business/functional area. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements, engagement planning, fieldwork and reporting. Manages strategic initiatives and leads in the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish and improve collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Responsible for building teams with the requisite knowledge and skillsets necessary to execute the audit plan, employee retention and overall team development. Ensures fiscally responsible expense management. Provides independent oversight and thought leadership for audit disciplines ensuring that audit plans, frameworks, standards, and processes provide appropriate risk coverage. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Relocation assistance is available for this position. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Accountable for timely delivery and quality execution of audit plan/reports, issue validation, driving continuous monitoring activities, and ensuring appropriate risks are covered for assigned areas of responsibility. Accountable for quality and providing technical engagement oversight, and approval of engagement risk assessment and audit scope. Develops and maintains effective working relationships with key stakeholders across the enterprise to ensure audit objectives are effectively met and contribute to the overall mission of USAA. Oversees the preparation of key reports and communications and may present to governance committees, senior leaders, regulatory bodies and the USAA Board of Directors. Provides effective challenge and approval of audit engagement scoping, planning, fieldwork and reporting. Provides insight in reviewing audit issues and identified root cause. Recognizes and communicates impact of related issues, MRIAs, MRAs and Enterprise issues on audit engagements and risk profile. Engages in multiple continuous monitoring and on-going risk routines. Prepares, reviews, and leads continuous monitoring and guides staff in advisory activities, special reviews and investigations. Leads the implementation and monitoring of audit process and performance standards; identifies and recommends internal audit process improvements. Proactively identifies potential process concerns and follows-up to resolve issues with Audit Leadership. Communicates effectively with key stakeholders across the enterprise and external regulators to ensure audit objectives are effectively met and contribute to the overall mission of USAA and risk-based and difficult messages are delivered timely. Responsible for building, directly managing and developing diverse teams with the requisite knowledge and skillsets necessary to execute the audit plan through recruitment, training, coaching, skills assessment results review, performance management and related managerial activities. Responsible for reviewing results of the annual risk assessment and providing input into the creation of the risk profile. Updates universe risk assessment information with current and applicable research, industry feedback and audit results. Reviews audit universe for completeness for area of responsibility. Responsible for the development of the annual Audit plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks. Responsible for providing oversight of issue severity and impact to business processes and the control environment. Escalates broad and systemic themes to Audit and business leaders. Effectively challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. Meets with and provides responses/requested information to regulators. What you have: Bachelor's degree in business or relevant field such as Finance, Accounting, Business, or Information Technology; 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 audit, financial, insurance, banking, information technology or related business and/or leadership experience. 3 years of direct team lead or management experience leading and directing work with both internal and external partners in a highly collaborative environment. Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. Experience directly leading or managing work of both internal and external partners. Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. What sets you apart: Experience designing and leading comprehensive audits of complex models, including but not limited to AI/ML, statistical, and financial models, ensuring compliance with SR 11-7, relevant regulatory frameworks, and internal policies. Expert-level knowledge to oversee the assessment of model governance protocols across a diverse model inventory, reviewing frameworks and controls to monitor and manage overall model risk effectively in alignment with regulatory standards. Broad and comprehensive experience to lead the development and execution of advanced quality assurance programs across model development, validation, and ongoing monitoring, ensuring rigorous testing, validation, and adherence to internal audit standards for all model types. Experience supervising a specialized audit team with expertise across various model domains (e.g., AI/ML, statistical, financial, actuarial), providing technical guidance on model methodologies and engaging in deep-dive audits of model performance, governance, and risk management. Advanced Analytical Skills: Exceptional ability to analyze complex model data and outputs, identify key risks across the model lifecycle (including AI-specific risks like bias and explainability), and derive actionable insights to improve overall model governance and risk management. Compensation range: The salary range for this position is: $143,320.00 - $273,930.00. 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. . click apply for full job details
03/05/2026
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 Director, Audit for Model Risk, you will manage the planning, execution and oversight of the consolidated annual audit plan including risk-based assurance and advisory engagements driving quality of audit work for a designated staff agency or line of business/functional area. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements, engagement planning, fieldwork and reporting. Manages strategic initiatives and leads in the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish and improve collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Responsible for building teams with the requisite knowledge and skillsets necessary to execute the audit plan, employee retention and overall team development. Ensures fiscally responsible expense management. Provides independent oversight and thought leadership for audit disciplines ensuring that audit plans, frameworks, standards, and processes provide appropriate risk coverage. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Relocation assistance is available for this position. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Accountable for timely delivery and quality execution of audit plan/reports, issue validation, driving continuous monitoring activities, and ensuring appropriate risks are covered for assigned areas of responsibility. Accountable for quality and providing technical engagement oversight, and approval of engagement risk assessment and audit scope. Develops and maintains effective working relationships with key stakeholders across the enterprise to ensure audit objectives are effectively met and contribute to the overall mission of USAA. Oversees the preparation of key reports and communications and may present to governance committees, senior leaders, regulatory bodies and the USAA Board of Directors. Provides effective challenge and approval of audit engagement scoping, planning, fieldwork and reporting. Provides insight in reviewing audit issues and identified root cause. Recognizes and communicates impact of related issues, MRIAs, MRAs and Enterprise issues on audit engagements and risk profile. Engages in multiple continuous monitoring and on-going risk routines. Prepares, reviews, and leads continuous monitoring and guides staff in advisory activities, special reviews and investigations. Leads the implementation and monitoring of audit process and performance standards; identifies and recommends internal audit process improvements. Proactively identifies potential process concerns and follows-up to resolve issues with Audit Leadership. Communicates effectively with key stakeholders across the enterprise and external regulators to ensure audit objectives are effectively met and contribute to the overall mission of USAA and risk-based and difficult messages are delivered timely. Responsible for building, directly managing and developing diverse teams with the requisite knowledge and skillsets necessary to execute the audit plan through recruitment, training, coaching, skills assessment results review, performance management and related managerial activities. Responsible for reviewing results of the annual risk assessment and providing input into the creation of the risk profile. Updates universe risk assessment information with current and applicable research, industry feedback and audit results. Reviews audit universe for completeness for area of responsibility. Responsible for the development of the annual Audit plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks. Responsible for providing oversight of issue severity and impact to business processes and the control environment. Escalates broad and systemic themes to Audit and business leaders. Effectively challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. Meets with and provides responses/requested information to regulators. What you have: Bachelor's degree in business or relevant field such as Finance, Accounting, Business, or Information Technology; 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 audit, financial, insurance, banking, information technology or related business and/or leadership experience. 3 years of direct team lead or management experience leading and directing work with both internal and external partners in a highly collaborative environment. Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. Experience directly leading or managing work of both internal and external partners. Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. What sets you apart: Experience designing and leading comprehensive audits of complex models, including but not limited to AI/ML, statistical, and financial models, ensuring compliance with SR 11-7, relevant regulatory frameworks, and internal policies. Expert-level knowledge to oversee the assessment of model governance protocols across a diverse model inventory, reviewing frameworks and controls to monitor and manage overall model risk effectively in alignment with regulatory standards. Broad and comprehensive experience to lead the development and execution of advanced quality assurance programs across model development, validation, and ongoing monitoring, ensuring rigorous testing, validation, and adherence to internal audit standards for all model types. Experience supervising a specialized audit team with expertise across various model domains (e.g., AI/ML, statistical, financial, actuarial), providing technical guidance on model methodologies and engaging in deep-dive audits of model performance, governance, and risk management. Advanced Analytical Skills: Exceptional ability to analyze complex model data and outputs, identify key risks across the model lifecycle (including AI-specific risks like bias and explainability), and derive actionable insights to improve overall model governance and risk management. Compensation range: The salary range for this position is: $143,320.00 - $273,930.00. 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. . click apply for full job details
Finance SR Staff Accountant Location: Troy, OH Onsite Reports to: Accounting Manager Industry: Manufacturing Are you passionate about precision in accounting and driven by the details of the General Ledger? We're seeking a Senior Staff Accountant with a strong GL focus to join our finance team. This role is key to maintaining accurate financial records and ensuring compliance with IFRS and internal controls. Key Responsibilities Accounting & Reconciliation Prepare and maintain balance sheet account reconciliations to ensure accurate financial reporting Create, review, and post journal entries on a monthly, quarterly, and yearly basis Run financial reports, update month-end close files, and ensure compliance with IFRS and internal policies Financial Close & Reporting Assist in month-end and year-end close processes, meeting strict deadlines Ensure accruals, prepaid expenses, and accounting reserves are accurate and updated monthly Respond to ledger inquiries from Corporate Headquarters and collaborate on reporting needs Audit & Compliance Participate in internal and external audits, ensuring adherence to federal, state, and company regulations Provide essential documentation and support to auditors Required Qualifications & Skills Associate's degree in accounting, finance, or business administration Minimum of 4 years of progressive accounting experience in a manufacturing environment. Strong analytical skills with a detail-oriented and inquisitive mindset. Demonstrated problem-solving skills and sound financial judgement. Ability to work independently while contributing effectively within a team environment. Excellent verbal and written communication skills. Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment. Advanced proficiency in Microsoft Excel (e.g., pivot tables, v-lookups) and the Microsoft Office Suite. Experience working with ERP Systems. Strong organizational skills with the ability to consistently meet deadlines. Experience supporting multiple business units. Preferred Qualifications Bachelor's degree in accounting, finance, or business administration. Familiarity with IFRS standards. Demonstrated interest in professional growth and long-term career development within the company. PI098dba8a274a-9565
03/05/2026
Full time
Finance SR Staff Accountant Location: Troy, OH Onsite Reports to: Accounting Manager Industry: Manufacturing Are you passionate about precision in accounting and driven by the details of the General Ledger? We're seeking a Senior Staff Accountant with a strong GL focus to join our finance team. This role is key to maintaining accurate financial records and ensuring compliance with IFRS and internal controls. Key Responsibilities Accounting & Reconciliation Prepare and maintain balance sheet account reconciliations to ensure accurate financial reporting Create, review, and post journal entries on a monthly, quarterly, and yearly basis Run financial reports, update month-end close files, and ensure compliance with IFRS and internal policies Financial Close & Reporting Assist in month-end and year-end close processes, meeting strict deadlines Ensure accruals, prepaid expenses, and accounting reserves are accurate and updated monthly Respond to ledger inquiries from Corporate Headquarters and collaborate on reporting needs Audit & Compliance Participate in internal and external audits, ensuring adherence to federal, state, and company regulations Provide essential documentation and support to auditors Required Qualifications & Skills Associate's degree in accounting, finance, or business administration Minimum of 4 years of progressive accounting experience in a manufacturing environment. Strong analytical skills with a detail-oriented and inquisitive mindset. Demonstrated problem-solving skills and sound financial judgement. Ability to work independently while contributing effectively within a team environment. Excellent verbal and written communication skills. Proven ability to prioritize and manage multiple responsibilities in a fast-paced environment. Advanced proficiency in Microsoft Excel (e.g., pivot tables, v-lookups) and the Microsoft Office Suite. Experience working with ERP Systems. Strong organizational skills with the ability to consistently meet deadlines. Experience supporting multiple business units. Preferred Qualifications Bachelor's degree in accounting, finance, or business administration. Familiarity with IFRS standards. Demonstrated interest in professional growth and long-term career development within the company. PI098dba8a274a-9565
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
03/05/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
Seeking a full-time BE/BC Internal Medicine Physician to join medical group in southwest Minnesota. Employed position No call, outpatient only After hours/urgent care clinic staffed by FM physicians and APPS. Full range of inpatient and outpatient services Average daily census 18-20 ER staffed 24 hours, Level III, with airplane, helicopter and land transport to Sioux Falls Market area 25,000 Competitive base salary Production incentives Generous benefit package For a physician candidate interested in evidence-based medicine Become part of a primary care network of physicians who care about their patients. The Community: This lovely community is built around a 785-acre lake and offers all water sports: boating, water-skiing, wind surfing and fishing. The city has more than 20 parks, an outdoor pool with water slide, softball fields and tennis courts. Amenities include a regional shopping mall, 2 movie theaters, sports and recreational centers, one 18-hole golf course and a performing arts auditorium. Becker s Healthcare (2022) ranks Minnesota No. 2 as the best state for physicians to live and work in! Population 13,000 Wide range of recreational activities for adults and children 10,000 square foot YMCA with new outdoor pool just opened summer 2023 APPLY NOW or TEXT Job and email address to 636 - 628 - 2412. Search all of our provider opportunities here:
03/05/2026
Full time
Seeking a full-time BE/BC Internal Medicine Physician to join medical group in southwest Minnesota. Employed position No call, outpatient only After hours/urgent care clinic staffed by FM physicians and APPS. Full range of inpatient and outpatient services Average daily census 18-20 ER staffed 24 hours, Level III, with airplane, helicopter and land transport to Sioux Falls Market area 25,000 Competitive base salary Production incentives Generous benefit package For a physician candidate interested in evidence-based medicine Become part of a primary care network of physicians who care about their patients. The Community: This lovely community is built around a 785-acre lake and offers all water sports: boating, water-skiing, wind surfing and fishing. The city has more than 20 parks, an outdoor pool with water slide, softball fields and tennis courts. Amenities include a regional shopping mall, 2 movie theaters, sports and recreational centers, one 18-hole golf course and a performing arts auditorium. Becker s Healthcare (2022) ranks Minnesota No. 2 as the best state for physicians to live and work in! Population 13,000 Wide range of recreational activities for adults and children 10,000 square foot YMCA with new outdoor pool just opened summer 2023 APPLY NOW or TEXT Job and email address to 636 - 628 - 2412. Search all of our provider opportunities here:
CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. Summary The Finance & Administration Lead serves as the organizational expert for grants finance, foundation financial management, compliance, systems, and portfolio operations for CHS Stewardship. The role owns Blackbaud Grantmaking governance, audit and control frameworks, and financial planning for a $8M annual grantmaking and operating portfolio. The Lead supervises a Grants Specialist and carries a selective program management portfolio. Responsibilities 1) Financial Stewardship & Foundation Financial Management ? Serve as functional financial authority for all CHS Foundation and Community Giving grantmaking activity, ensuring compliance with IRS regulations, GAAP, and internal controls. ? Lead annual budget development, forecasting, and multi-year financial modeling for payout, commitments, and program strategies. ? Develop and manage cash flow forecasting for Foundation liquidity, endowment payouts, and multi-year grant liabilities. ? Collaborate with Accounting, Tax, Treasury, and external auditors to ensure accurate financial reporting and regulatory compliance. ? Interpret financial statements, endowment performance data, and fund restrictions to provide strategic recommendations to Stewardship leadership. 2) Systems Ownership & Data Governance (Blackbaud Grantmaking) ? Own system architecture, coding structures, permissions, and workflow configuration. ? Design and maintain application, reporting, and payment workflows; optimize user experience. ? Maintain data governance standards and produce complex portfolio and financial reporting for leadership and boards. 3) Compliance, Audit & Risk ? Lead annual external audit preparation, coordinating documentation, evidence, and corrective actions. ? Ensure compliance with IRS regulations, including 501(c)(3) verification, private foundation rules, and expenditure responsibility. ? Maintain internal policies and implement updates required by regulatory or operational changes. 4) Leadership of People & Practice ? Supervise, coach, and develop the Grants Specialist; oversee workload, performance, and skill development. ? Define and continuously improve standard operating procedures, RACIs, and service-level expectations. 5) Program Management ? Manage select Foundation program portfolios including strategy implementation, partner engagement, and outcome measurement. ? Conduct site visits, relationship management, funding recommendations, and final reporting for assigned portfolio. ? Develop KPIs, logic models, and annual program performance insights. 6) Impact & Insights ? Lead the development of Stewardship's contribution to the CHS Sustainability Report, ensuring grantmaking, volunteerism, and community impact data are accurate, compelling, and aligned to enterprise reporting frameworks. ? Synthesize quantitative and qualitative impact data (e.g., outcomes, KPIs, stories, multi-year trends) into clear narratives and metrics. ? Translate financial, operational, and program data into insights to support strategic planning and board decision-making. 7) Enterprise Engagement ? Support cross-enterprise initiatives including Spirit of Service Days, Giving Campaign, and volunteer engagement. Minimum Qualifications (required) ? 7+ years of progressive experience in grants finance, foundation financial management, nonprofit accounting, or philanthropic operations. ? Advanced financial acumen, including experience with foundation budgeting, multi-year grant liabilities, endowment spending policies, and financial reporting. ? Demonstrated expertise with grants management systems (Blackbaud preferred) and internal control frameworks. ? Experience translating grantmaking outcomes and community impact data into narratives and metrics for corporate sustainability, ESG, or annual social impact reports. ? History of supervising staff and leading complex cross-functional projects and processes. ? Strong analytical, organizational, and communication skills with the ability to translate financial concepts for non-financial audiences. Additional Qualifications ? Bachelor's degree in accounting, finance, business administration, nonprofit management, or related field strongly preferred. ? Experience with corporate foundations, community foundations, or higher-education partnerships. ? Proficiency with SAP, Blackbaud Grantmaking, and YourCause. CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications, minimum wage/salary requirements under local law. Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care spending accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan. CHS is an Equal Opportunity Employer/Veterans/Disability. Please note that any communication from a CHS recruiter would be sent using a email address. In addition, a CHS recruiter will not ask for confidential information over the phone or in an email, or request money from a candidate involved in an offer process. If you have questions regarding an employment opportunity, please reach out to ; to verify that the communication is from CHS.
03/05/2026
Full time
CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. Summary The Finance & Administration Lead serves as the organizational expert for grants finance, foundation financial management, compliance, systems, and portfolio operations for CHS Stewardship. The role owns Blackbaud Grantmaking governance, audit and control frameworks, and financial planning for a $8M annual grantmaking and operating portfolio. The Lead supervises a Grants Specialist and carries a selective program management portfolio. Responsibilities 1) Financial Stewardship & Foundation Financial Management ? Serve as functional financial authority for all CHS Foundation and Community Giving grantmaking activity, ensuring compliance with IRS regulations, GAAP, and internal controls. ? Lead annual budget development, forecasting, and multi-year financial modeling for payout, commitments, and program strategies. ? Develop and manage cash flow forecasting for Foundation liquidity, endowment payouts, and multi-year grant liabilities. ? Collaborate with Accounting, Tax, Treasury, and external auditors to ensure accurate financial reporting and regulatory compliance. ? Interpret financial statements, endowment performance data, and fund restrictions to provide strategic recommendations to Stewardship leadership. 2) Systems Ownership & Data Governance (Blackbaud Grantmaking) ? Own system architecture, coding structures, permissions, and workflow configuration. ? Design and maintain application, reporting, and payment workflows; optimize user experience. ? Maintain data governance standards and produce complex portfolio and financial reporting for leadership and boards. 3) Compliance, Audit & Risk ? Lead annual external audit preparation, coordinating documentation, evidence, and corrective actions. ? Ensure compliance with IRS regulations, including 501(c)(3) verification, private foundation rules, and expenditure responsibility. ? Maintain internal policies and implement updates required by regulatory or operational changes. 4) Leadership of People & Practice ? Supervise, coach, and develop the Grants Specialist; oversee workload, performance, and skill development. ? Define and continuously improve standard operating procedures, RACIs, and service-level expectations. 5) Program Management ? Manage select Foundation program portfolios including strategy implementation, partner engagement, and outcome measurement. ? Conduct site visits, relationship management, funding recommendations, and final reporting for assigned portfolio. ? Develop KPIs, logic models, and annual program performance insights. 6) Impact & Insights ? Lead the development of Stewardship's contribution to the CHS Sustainability Report, ensuring grantmaking, volunteerism, and community impact data are accurate, compelling, and aligned to enterprise reporting frameworks. ? Synthesize quantitative and qualitative impact data (e.g., outcomes, KPIs, stories, multi-year trends) into clear narratives and metrics. ? Translate financial, operational, and program data into insights to support strategic planning and board decision-making. 7) Enterprise Engagement ? Support cross-enterprise initiatives including Spirit of Service Days, Giving Campaign, and volunteer engagement. Minimum Qualifications (required) ? 7+ years of progressive experience in grants finance, foundation financial management, nonprofit accounting, or philanthropic operations. ? Advanced financial acumen, including experience with foundation budgeting, multi-year grant liabilities, endowment spending policies, and financial reporting. ? Demonstrated expertise with grants management systems (Blackbaud preferred) and internal control frameworks. ? Experience translating grantmaking outcomes and community impact data into narratives and metrics for corporate sustainability, ESG, or annual social impact reports. ? History of supervising staff and leading complex cross-functional projects and processes. ? Strong analytical, organizational, and communication skills with the ability to translate financial concepts for non-financial audiences. Additional Qualifications ? Bachelor's degree in accounting, finance, business administration, nonprofit management, or related field strongly preferred. ? Experience with corporate foundations, community foundations, or higher-education partnerships. ? Proficiency with SAP, Blackbaud Grantmaking, and YourCause. CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications, minimum wage/salary requirements under local law. Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care spending accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan. CHS is an Equal Opportunity Employer/Veterans/Disability. Please note that any communication from a CHS recruiter would be sent using a email address. In addition, a CHS recruiter will not ask for confidential information over the phone or in an email, or request money from a candidate involved in an offer process. If you have questions regarding an employment opportunity, please reach out to ; to verify that the communication is from CHS.
Accountant ( mostly remote ) This Jobot Job is hosted by: Jerry Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: Our client is a trusted leader in the healthcare and nonprofit sectors, dedicated to improving the delivery of healthcare services through education, advocacy, and collaboration. With a focus on supporting health systems and fostering innovation, our client is committed to advancing public health and community wellness. As part of their mission, they offer a dynamic and supportive work environment where team members can contribute to impactful initiatives that improve the lives of individuals and communities. By joining our client, you'll become a valued member of a passionate and forward-thinking organization that values accountability, teamwork, and professional growth. If you are looking to make a difference while enhancing your career in a meaningful industry, our client offers the opportunity to thrive in a role that directly supports their mission of creating healthier communities. Why join us? Tons of remote flexibility (only come into the office 4 days a month) Comprehensive health benefits package PTO package 401k tuition reimbursement growth opportunity Job Details Job Details: We are seeking an experienced and detail-oriented Permanent Accountant to join our dynamic Accounting and Finance team. The successful candidate will play a vital role in maintaining the financial health of our organization, ensuring the accuracy of financial transactions, and contributing to the overall financial strategy. This is an excellent opportunity for a seasoned professional with a strong background in accounting and finance to make a significant impact on our company's financial operations. Responsibilities: 1. Perform regular month-end closing activities including the preparation and posting of journal entries. 2. Manage and maintain the company's fixed assets register, ensuring accurate depreciation schedules. 3. Prepare monthly, quarterly, and annual financial reports in accordance with GAAP. 4. Support internal and external audits by preparing necessary schedules, providing requested documents, and answering auditor inquiries. 5. Participate in ad hoc projects such as process improvements, system implementations, and other accounting-related initiatives. 6. Ensure compliance with all financial regulations and keep abreast of current industry trends and changes in regulations. 7. Analyze financial data and create financial models for decision support. 8. Collaborate with the finance team and other business units to improve financial procedures. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field is required. 2. Certified Public Accountant (CPA) or equivalent certification is nice to have 3. Minimum of 3 years of experience in a similar role, preferably within the Accounting and Finance industry. 4. Proficient in month-end close, journal entries, fixed assets accounting, financial reporting, ad hoc projects, and audit support. 5. Strong knowledge of GAAP and other accounting principles. 6. Exceptional analytical skills with the ability to analyze complex financial data and create financial models. 7. Excellent organizational skills with the ability to manage multiple tasks and projects simultaneously. 8. Strong communication skills, both written and verbal, with the ability to effectively communicate complex financial information to non-financial stakeholders. 9. Proficiency in using accounting software and Microsoft Office Suite, particularly strong skills in Excel. 10. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers a unique opportunity to contribute to the financial success of our organization. If you are a dedicated, meticulous accounting professional with a passion for financial analysis and strategic planning, we invite you to apply. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/04/2026
Full time
Accountant ( mostly remote ) This Jobot Job is hosted by: Jerry Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: Our client is a trusted leader in the healthcare and nonprofit sectors, dedicated to improving the delivery of healthcare services through education, advocacy, and collaboration. With a focus on supporting health systems and fostering innovation, our client is committed to advancing public health and community wellness. As part of their mission, they offer a dynamic and supportive work environment where team members can contribute to impactful initiatives that improve the lives of individuals and communities. By joining our client, you'll become a valued member of a passionate and forward-thinking organization that values accountability, teamwork, and professional growth. If you are looking to make a difference while enhancing your career in a meaningful industry, our client offers the opportunity to thrive in a role that directly supports their mission of creating healthier communities. Why join us? Tons of remote flexibility (only come into the office 4 days a month) Comprehensive health benefits package PTO package 401k tuition reimbursement growth opportunity Job Details Job Details: We are seeking an experienced and detail-oriented Permanent Accountant to join our dynamic Accounting and Finance team. The successful candidate will play a vital role in maintaining the financial health of our organization, ensuring the accuracy of financial transactions, and contributing to the overall financial strategy. This is an excellent opportunity for a seasoned professional with a strong background in accounting and finance to make a significant impact on our company's financial operations. Responsibilities: 1. Perform regular month-end closing activities including the preparation and posting of journal entries. 2. Manage and maintain the company's fixed assets register, ensuring accurate depreciation schedules. 3. Prepare monthly, quarterly, and annual financial reports in accordance with GAAP. 4. Support internal and external audits by preparing necessary schedules, providing requested documents, and answering auditor inquiries. 5. Participate in ad hoc projects such as process improvements, system implementations, and other accounting-related initiatives. 6. Ensure compliance with all financial regulations and keep abreast of current industry trends and changes in regulations. 7. Analyze financial data and create financial models for decision support. 8. Collaborate with the finance team and other business units to improve financial procedures. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field is required. 2. Certified Public Accountant (CPA) or equivalent certification is nice to have 3. Minimum of 3 years of experience in a similar role, preferably within the Accounting and Finance industry. 4. Proficient in month-end close, journal entries, fixed assets accounting, financial reporting, ad hoc projects, and audit support. 5. Strong knowledge of GAAP and other accounting principles. 6. Exceptional analytical skills with the ability to analyze complex financial data and create financial models. 7. Excellent organizational skills with the ability to manage multiple tasks and projects simultaneously. 8. Strong communication skills, both written and verbal, with the ability to effectively communicate complex financial information to non-financial stakeholders. 9. Proficiency in using accounting software and Microsoft Office Suite, particularly strong skills in Excel. 10. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers a unique opportunity to contribute to the financial success of our organization. If you are a dedicated, meticulous accounting professional with a passion for financial analysis and strategic planning, we invite you to apply. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
The Onboarding Administrative Assistant Sr is responsible for providing high-level administrative support to executive-level staff, managing a wide range of tasks that ensure the smooth functioning of the office and support the executives' daily operations. A good portion of this position that will also be analytically driven with the ability to work with operations, data analytics and development teams. Will assist with various tasks related to executive leadership and Ops support project needs that involve internal support functions. In the role New Hire onboarding: Fulfill all ticketing including software and hardware requests for new hires, requesting all software accesses as well as individual/group technology profile assignments, updating and ensuring accuracy of the company distribution email lists, cubicle preparation, new Hire Orientation and all onboarding tasks associated with the SLC, UT office location and the departments new hires are hired for. Travel Arrangements: Booking and communicating travel arrangements for executive leadership team and out of state sales rep new hires and any interviews that need to scheduled in-person interview travel arrangements, when needed. Document Preparation: Creating reports, presentations and other content as needed Record Keeping: Maintaining accurate and organized records, files and databases General Support: Providing administrative logistical support and project management for various delegated tasks as assigned. Booking office space, conference rooms and other office facilities for visitors, auditors, etc within the SLC, UT office. Budget Adherence: Tracking, management and adherence to budgetary needs for executive level Disaster Assistance Programs: Fulfilling all company requirement projects and engagements internally during natural disasters such as putting into effect certain protocols within technology systems to aid customers and provide temporary relief during national disaster declarations mandated by OMF internal communications. Back Office Task Support: assisting in 3rd party agreements and contracting, data analytics reporting and presentation creation assistance, sales support analytics, procurement project assistance, and special projects. Facilities: back up to office facilities management Manage internal support functions as assigned by Associate Director of Operations Support Requirements: High School Diploma or equivalent 3+ years of administrative experience Microsoft Office, Outlook, Word, Powerpoint and Excel Preferred: Strong written and oral communication Organization Capability of handling executive level administrative tasks Calendar management Strong interpersonal skills Meticulous attention to detail Travel arrangement experience Discretion and confidentiality Scheduling Expense Report experience Time management skills Sense of urgency Bachelor's Degree preferred Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date)
03/04/2026
Full time
The Onboarding Administrative Assistant Sr is responsible for providing high-level administrative support to executive-level staff, managing a wide range of tasks that ensure the smooth functioning of the office and support the executives' daily operations. A good portion of this position that will also be analytically driven with the ability to work with operations, data analytics and development teams. Will assist with various tasks related to executive leadership and Ops support project needs that involve internal support functions. In the role New Hire onboarding: Fulfill all ticketing including software and hardware requests for new hires, requesting all software accesses as well as individual/group technology profile assignments, updating and ensuring accuracy of the company distribution email lists, cubicle preparation, new Hire Orientation and all onboarding tasks associated with the SLC, UT office location and the departments new hires are hired for. Travel Arrangements: Booking and communicating travel arrangements for executive leadership team and out of state sales rep new hires and any interviews that need to scheduled in-person interview travel arrangements, when needed. Document Preparation: Creating reports, presentations and other content as needed Record Keeping: Maintaining accurate and organized records, files and databases General Support: Providing administrative logistical support and project management for various delegated tasks as assigned. Booking office space, conference rooms and other office facilities for visitors, auditors, etc within the SLC, UT office. Budget Adherence: Tracking, management and adherence to budgetary needs for executive level Disaster Assistance Programs: Fulfilling all company requirement projects and engagements internally during natural disasters such as putting into effect certain protocols within technology systems to aid customers and provide temporary relief during national disaster declarations mandated by OMF internal communications. Back Office Task Support: assisting in 3rd party agreements and contracting, data analytics reporting and presentation creation assistance, sales support analytics, procurement project assistance, and special projects. Facilities: back up to office facilities management Manage internal support functions as assigned by Associate Director of Operations Support Requirements: High School Diploma or equivalent 3+ years of administrative experience Microsoft Office, Outlook, Word, Powerpoint and Excel Preferred: Strong written and oral communication Organization Capability of handling executive level administrative tasks Calendar management Strong interpersonal skills Meticulous attention to detail Travel arrangement experience Discretion and confidentiality Scheduling Expense Report experience Time management skills Sense of urgency Bachelor's Degree preferred Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date)
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
03/04/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
Hybrid, well funded, new position This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $225,000 - $275,000 per year A bit about us: We are a well-funded, high-growth pre-IPO biotechnology company advancing innovative therapies to address significant unmet medical needs. Following a recent successful financing round, the company is entering a critical phase of expansion as we prepare for a public offering. This is a unique opportunity to join a mission-driven organization at an inflection point and play a key leadership role in building a public-company-ready finance infrastructure. Why join us? Opportunity to play a foundational role in preparing a company for IPO. Strong financial backing and leadership committed to growth and innovation. Collaborative, mission-driven culture focused on scientific advancement and patient impact. Competitive compensation, equity participation, and comprehensive benefits. Job Details The Director of External Reporting & Compliance will lead the company's SEC reporting, technical accounting, and SOX compliance initiatives in preparation for an IPO. This individual will be instrumental in establishing scalable financial reporting processes, enhancing internal controls, and ensuring readiness for public company requirements. The ideal candidate is a hands-on leader with deep SEC reporting experience, strong technical accounting expertise, and a track record of implementing and maintaining SOX-compliant control environments-preferably within life sciences, biotech, or other high-growth environments. Key Responsibilities IPO Readiness & SEC Reporting Lead preparation and review of SEC filings, including S-1, 10-K, 10-Q, 8-K, and other required filings. Oversee drafting of financial statements, footnotes, MD&A, and related disclosures in compliance with US GAAP and SEC regulations. Partner cross-functionally (legal, FP&A, investor relations, executive leadership) to support IPO readiness and public company reporting requirements. Manage external auditors and advisors through the IPO process. Technical Accounting Research, interpret, and implement new accounting standards and complex transactions (equity, stock-based compensation, revenue recognition, leases, debt, etc.). Draft technical accounting memos and maintain documentation supporting accounting positions. Provide guidance to leadership on accounting implications of strategic initiatives and business transactions. SOX & Internal Controls Design, implement, and maintain a scalable SOX 404-compliant internal control framework. Perform risk assessments and identify control gaps; drive remediation efforts. Coordinate with internal stakeholders and external auditors to ensure effective testing and documentation of controls. Leadership & Process Improvement Build and mentor a high-performing external reporting and compliance team as the company grows. Implement systems, tools, and processes to support public-company reporting requirements. Drive continuous improvement in reporting timelines, accuracy, and transparency. Qualifications Bachelor's degree in Accounting or Finance (CPA required). 10+ years of progressive accounting experience, including public accounting (Big 4 preferred) and industry experience. Demonstrated experience preparing SEC filings and supporting or leading IPO readiness initiatives. Deep knowledge of US GAAP, SEC reporting requirements, and SOX 404 compliance. Experience within biotechnology, life sciences, or other high-growth, pre-IPO environments strongly preferred. Strong project management skills with the ability to manage multiple workstreams under tight deadlines. Excellent written and verbal communication skills, including experience drafting technical accounting memos and disclosures. Hands-on mindset with the ability to operate strategically and tactically in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/04/2026
Full time
Hybrid, well funded, new position This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $225,000 - $275,000 per year A bit about us: We are a well-funded, high-growth pre-IPO biotechnology company advancing innovative therapies to address significant unmet medical needs. Following a recent successful financing round, the company is entering a critical phase of expansion as we prepare for a public offering. This is a unique opportunity to join a mission-driven organization at an inflection point and play a key leadership role in building a public-company-ready finance infrastructure. Why join us? Opportunity to play a foundational role in preparing a company for IPO. Strong financial backing and leadership committed to growth and innovation. Collaborative, mission-driven culture focused on scientific advancement and patient impact. Competitive compensation, equity participation, and comprehensive benefits. Job Details The Director of External Reporting & Compliance will lead the company's SEC reporting, technical accounting, and SOX compliance initiatives in preparation for an IPO. This individual will be instrumental in establishing scalable financial reporting processes, enhancing internal controls, and ensuring readiness for public company requirements. The ideal candidate is a hands-on leader with deep SEC reporting experience, strong technical accounting expertise, and a track record of implementing and maintaining SOX-compliant control environments-preferably within life sciences, biotech, or other high-growth environments. Key Responsibilities IPO Readiness & SEC Reporting Lead preparation and review of SEC filings, including S-1, 10-K, 10-Q, 8-K, and other required filings. Oversee drafting of financial statements, footnotes, MD&A, and related disclosures in compliance with US GAAP and SEC regulations. Partner cross-functionally (legal, FP&A, investor relations, executive leadership) to support IPO readiness and public company reporting requirements. Manage external auditors and advisors through the IPO process. Technical Accounting Research, interpret, and implement new accounting standards and complex transactions (equity, stock-based compensation, revenue recognition, leases, debt, etc.). Draft technical accounting memos and maintain documentation supporting accounting positions. Provide guidance to leadership on accounting implications of strategic initiatives and business transactions. SOX & Internal Controls Design, implement, and maintain a scalable SOX 404-compliant internal control framework. Perform risk assessments and identify control gaps; drive remediation efforts. Coordinate with internal stakeholders and external auditors to ensure effective testing and documentation of controls. Leadership & Process Improvement Build and mentor a high-performing external reporting and compliance team as the company grows. Implement systems, tools, and processes to support public-company reporting requirements. Drive continuous improvement in reporting timelines, accuracy, and transparency. Qualifications Bachelor's degree in Accounting or Finance (CPA required). 10+ years of progressive accounting experience, including public accounting (Big 4 preferred) and industry experience. Demonstrated experience preparing SEC filings and supporting or leading IPO readiness initiatives. Deep knowledge of US GAAP, SEC reporting requirements, and SOX 404 compliance. Experience within biotechnology, life sciences, or other high-growth, pre-IPO environments strongly preferred. Strong project management skills with the ability to manage multiple workstreams under tight deadlines. Excellent written and verbal communication skills, including experience drafting technical accounting memos and disclosures. Hands-on mindset with the ability to operate strategically and tactically in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Hybrid, well funded, new position This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $225,000 - $275,000 per year A bit about us: We are a well-funded, high-growth pre-IPO biotechnology company advancing innovative therapies to address significant unmet medical needs. Following a recent successful financing round, the company is entering a critical phase of expansion as we prepare for a public offering. This is a unique opportunity to join a mission-driven organization at an inflection point and play a key leadership role in building a public-company-ready finance infrastructure. Why join us? Opportunity to play a foundational role in preparing a company for IPO. Strong financial backing and leadership committed to growth and innovation. Collaborative, mission-driven culture focused on scientific advancement and patient impact. Competitive compensation, equity participation, and comprehensive benefits. Job Details The Director of External Reporting & Compliance will lead the company's SEC reporting, technical accounting, and SOX compliance initiatives in preparation for an IPO. This individual will be instrumental in establishing scalable financial reporting processes, enhancing internal controls, and ensuring readiness for public company requirements. The ideal candidate is a hands-on leader with deep SEC reporting experience, strong technical accounting expertise, and a track record of implementing and maintaining SOX-compliant control environments-preferably within life sciences, biotech, or other high-growth environments. Key Responsibilities IPO Readiness & SEC Reporting Lead preparation and review of SEC filings, including S-1, 10-K, 10-Q, 8-K, and other required filings. Oversee drafting of financial statements, footnotes, MD&A, and related disclosures in compliance with US GAAP and SEC regulations. Partner cross-functionally (legal, FP&A, investor relations, executive leadership) to support IPO readiness and public company reporting requirements. Manage external auditors and advisors through the IPO process. Technical Accounting Research, interpret, and implement new accounting standards and complex transactions (equity, stock-based compensation, revenue recognition, leases, debt, etc.). Draft technical accounting memos and maintain documentation supporting accounting positions. Provide guidance to leadership on accounting implications of strategic initiatives and business transactions. SOX & Internal Controls Design, implement, and maintain a scalable SOX 404-compliant internal control framework. Perform risk assessments and identify control gaps; drive remediation efforts. Coordinate with internal stakeholders and external auditors to ensure effective testing and documentation of controls. Leadership & Process Improvement Build and mentor a high-performing external reporting and compliance team as the company grows. Implement systems, tools, and processes to support public-company reporting requirements. Drive continuous improvement in reporting timelines, accuracy, and transparency. Qualifications Bachelor's degree in Accounting or Finance (CPA required). 10+ years of progressive accounting experience, including public accounting (Big 4 preferred) and industry experience. Demonstrated experience preparing SEC filings and supporting or leading IPO readiness initiatives. Deep knowledge of US GAAP, SEC reporting requirements, and SOX 404 compliance. Experience within biotechnology, life sciences, or other high-growth, pre-IPO environments strongly preferred. Strong project management skills with the ability to manage multiple workstreams under tight deadlines. Excellent written and verbal communication skills, including experience drafting technical accounting memos and disclosures. Hands-on mindset with the ability to operate strategically and tactically in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/04/2026
Full time
Hybrid, well funded, new position This Jobot Job is hosted by: Dylan Currier Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $225,000 - $275,000 per year A bit about us: We are a well-funded, high-growth pre-IPO biotechnology company advancing innovative therapies to address significant unmet medical needs. Following a recent successful financing round, the company is entering a critical phase of expansion as we prepare for a public offering. This is a unique opportunity to join a mission-driven organization at an inflection point and play a key leadership role in building a public-company-ready finance infrastructure. Why join us? Opportunity to play a foundational role in preparing a company for IPO. Strong financial backing and leadership committed to growth and innovation. Collaborative, mission-driven culture focused on scientific advancement and patient impact. Competitive compensation, equity participation, and comprehensive benefits. Job Details The Director of External Reporting & Compliance will lead the company's SEC reporting, technical accounting, and SOX compliance initiatives in preparation for an IPO. This individual will be instrumental in establishing scalable financial reporting processes, enhancing internal controls, and ensuring readiness for public company requirements. The ideal candidate is a hands-on leader with deep SEC reporting experience, strong technical accounting expertise, and a track record of implementing and maintaining SOX-compliant control environments-preferably within life sciences, biotech, or other high-growth environments. Key Responsibilities IPO Readiness & SEC Reporting Lead preparation and review of SEC filings, including S-1, 10-K, 10-Q, 8-K, and other required filings. Oversee drafting of financial statements, footnotes, MD&A, and related disclosures in compliance with US GAAP and SEC regulations. Partner cross-functionally (legal, FP&A, investor relations, executive leadership) to support IPO readiness and public company reporting requirements. Manage external auditors and advisors through the IPO process. Technical Accounting Research, interpret, and implement new accounting standards and complex transactions (equity, stock-based compensation, revenue recognition, leases, debt, etc.). Draft technical accounting memos and maintain documentation supporting accounting positions. Provide guidance to leadership on accounting implications of strategic initiatives and business transactions. SOX & Internal Controls Design, implement, and maintain a scalable SOX 404-compliant internal control framework. Perform risk assessments and identify control gaps; drive remediation efforts. Coordinate with internal stakeholders and external auditors to ensure effective testing and documentation of controls. Leadership & Process Improvement Build and mentor a high-performing external reporting and compliance team as the company grows. Implement systems, tools, and processes to support public-company reporting requirements. Drive continuous improvement in reporting timelines, accuracy, and transparency. Qualifications Bachelor's degree in Accounting or Finance (CPA required). 10+ years of progressive accounting experience, including public accounting (Big 4 preferred) and industry experience. Demonstrated experience preparing SEC filings and supporting or leading IPO readiness initiatives. Deep knowledge of US GAAP, SEC reporting requirements, and SOX 404 compliance. Experience within biotechnology, life sciences, or other high-growth, pre-IPO environments strongly preferred. Strong project management skills with the ability to manage multiple workstreams under tight deadlines. Excellent written and verbal communication skills, including experience drafting technical accounting memos and disclosures. Hands-on mindset with the ability to operate strategically and tactically in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Hourly Pay Range: $132.48 - $205.34 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors. Position Highlights: Position: Vice President, Controller Location: Warrenville, IL or Arlington Heights, IL Full Time/Part Time: Full time Hours: Monday-Friday, Days Job Summary: The Vice-President, Controller is a senior finance leader responsible for overseeing all accounting operations, financial reporting, regulatory and tax compliance, and treasury-related activities for a large, complex health care system with approximately $6 billion in annual revenue. Reporting to the Sr. Vice-President Finance and Accounting, this role ensures the integrity, accuracy, and timeliness of the organization's financial records while driving consistency in accounting policies, processes, and controls across the system. The Controller serves as the primary authority on GAAP application, external reporting, audit management, and regulatory compliance, and is a key advisor to executive leadership and the finance team. What you will do: Accounting Operations & Financial Close Lead all day-to-day accounting operations across corporate and business unit accounting, accounts payable, tax accounting, and regulatory reporting Own and manage the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and timeliness Establish and maintain strong internal controls, accounting policies, and standardized procedures across the health system Monitor and implement changes in GAAP and health care-specific accounting guidance Prepare and oversee the preparation of internal and external financial statements in accordance with GAAP Ensure compliance with all applicable federal, state, and regulatory reporting requirements, including CMS and other governing bodies Oversee preparation and submission of all tax filings and regulatory reports Ensure compliance with debt covenants, financing agreements, and related reporting obligations Audit & External Relationships Serve as primary liaison with external auditors, managing the annual audit process and ongoing audit-related activities Coordinate responses to auditor requests and ensure timely resolution of findings Manage key external relationships, including banking partners and other liquidity providers Treasury & Cash Management Oversee daily cash forecasting and liquidity planning to support system-wide operations Manage capital structure, debt planning and compliance Internal lead for banking relationships and treasury operations, ensuring adequate liquidity and compliance with financial policies Leadership & Stakeholder Engagement Lead, develop, and engage a high-performing accounting and finance team Collaborate cross-functionally with FP&A, Revenue Cycle, Supply Chain, IT, Legal, and operational leaders Present financial results and accounting matters to senior executives Act as a trusted advisor to executive leadership on accounting, reporting, and regulatory matters What you will need: Education: Bachelor's degree in Accounting, Finance, or related field is required. MBA or other relevant master's degree is preferred. Certification: Certified Public Accountant (CPA) is required. Experience: Minimum of 15 years of progressive accounting or finance experience At least 5 years in a senior accounting leadership or management role Experience in large, complex organizations; health care system or regulated industry experience strongly preferred Deep expertise in GAAP, financial reporting, and internal controls Unique or Preferred Skills: Advanced proficiency in Excel, Word, PowerPoint, and financial reporting systems Demonstrated ability to communicate complex financial information to senior leadership and boards Strong leadership skills with a track record of building and engaging high-performing teams Proven ability to work effectively in a highly collaborative, cross-functional environment Strong customer-service mindset with the ability to balance operational execution and strategic priorities Benefits (For full time or part time positions): Eligibility for our Annual Incentive Plan, which offers the potential to earn a certain percentage amount of your base salary based on organizational performance. (For AIP eligible positions) Opportunity for annual increases based on performance Career Pathways to Promote Professional Growth and Development Various Medical, Dental, Pet and Vision options Tuition Reimbursement Free Parking Wellness Program Savings Plan Health Savings Account Options Retirement Options with Company Match Paid Time Off and Holiday Pay Community Involvement Opportunities Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit . When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential. Please explore our website ( ) to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best". Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information. At Endeavor Health, we are united by a shared commitment to working together to create a culture of connection and belonging-each of us bringing different skills and experiences as we deliver safe, seamless, and personal care. Every person, every time. We are committed to fostering an environment where all team members can be their best, learn, and pursue excellence together. EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.
03/03/2026
Full time
Hourly Pay Range: $132.48 - $205.34 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors. Position Highlights: Position: Vice President, Controller Location: Warrenville, IL or Arlington Heights, IL Full Time/Part Time: Full time Hours: Monday-Friday, Days Job Summary: The Vice-President, Controller is a senior finance leader responsible for overseeing all accounting operations, financial reporting, regulatory and tax compliance, and treasury-related activities for a large, complex health care system with approximately $6 billion in annual revenue. Reporting to the Sr. Vice-President Finance and Accounting, this role ensures the integrity, accuracy, and timeliness of the organization's financial records while driving consistency in accounting policies, processes, and controls across the system. The Controller serves as the primary authority on GAAP application, external reporting, audit management, and regulatory compliance, and is a key advisor to executive leadership and the finance team. What you will do: Accounting Operations & Financial Close Lead all day-to-day accounting operations across corporate and business unit accounting, accounts payable, tax accounting, and regulatory reporting Own and manage the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and timeliness Establish and maintain strong internal controls, accounting policies, and standardized procedures across the health system Monitor and implement changes in GAAP and health care-specific accounting guidance Prepare and oversee the preparation of internal and external financial statements in accordance with GAAP Ensure compliance with all applicable federal, state, and regulatory reporting requirements, including CMS and other governing bodies Oversee preparation and submission of all tax filings and regulatory reports Ensure compliance with debt covenants, financing agreements, and related reporting obligations Audit & External Relationships Serve as primary liaison with external auditors, managing the annual audit process and ongoing audit-related activities Coordinate responses to auditor requests and ensure timely resolution of findings Manage key external relationships, including banking partners and other liquidity providers Treasury & Cash Management Oversee daily cash forecasting and liquidity planning to support system-wide operations Manage capital structure, debt planning and compliance Internal lead for banking relationships and treasury operations, ensuring adequate liquidity and compliance with financial policies Leadership & Stakeholder Engagement Lead, develop, and engage a high-performing accounting and finance team Collaborate cross-functionally with FP&A, Revenue Cycle, Supply Chain, IT, Legal, and operational leaders Present financial results and accounting matters to senior executives Act as a trusted advisor to executive leadership on accounting, reporting, and regulatory matters What you will need: Education: Bachelor's degree in Accounting, Finance, or related field is required. MBA or other relevant master's degree is preferred. Certification: Certified Public Accountant (CPA) is required. Experience: Minimum of 15 years of progressive accounting or finance experience At least 5 years in a senior accounting leadership or management role Experience in large, complex organizations; health care system or regulated industry experience strongly preferred Deep expertise in GAAP, financial reporting, and internal controls Unique or Preferred Skills: Advanced proficiency in Excel, Word, PowerPoint, and financial reporting systems Demonstrated ability to communicate complex financial information to senior leadership and boards Strong leadership skills with a track record of building and engaging high-performing teams Proven ability to work effectively in a highly collaborative, cross-functional environment Strong customer-service mindset with the ability to balance operational execution and strategic priorities Benefits (For full time or part time positions): Eligibility for our Annual Incentive Plan, which offers the potential to earn a certain percentage amount of your base salary based on organizational performance. (For AIP eligible positions) Opportunity for annual increases based on performance Career Pathways to Promote Professional Growth and Development Various Medical, Dental, Pet and Vision options Tuition Reimbursement Free Parking Wellness Program Savings Plan Health Savings Account Options Retirement Options with Company Match Paid Time Off and Holiday Pay Community Involvement Opportunities Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit . When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential. Please explore our website ( ) to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best". Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information. At Endeavor Health, we are united by a shared commitment to working together to create a culture of connection and belonging-each of us bringing different skills and experiences as we deliver safe, seamless, and personal care. Every person, every time. We are committed to fostering an environment where all team members can be their best, learn, and pursue excellence together. EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.
Description Summary: The primary purpose of the Reimbursement Manager is to ensure proper payments are received from Third Party programs and proper accounting of such programs is maintained. This will be accomplished through completion and review of monthly contractual related income statement and balance sheet accounts and proper filing, audit and settlement of cost reports. The System Reimbursement Manager is responsible for the reimbursement function of multiple facilities. The complexity of the facilities may include acute care, rehabilitation unit, psychiatric unit, skilled nursing facility, medical education, End Stage Renal Disease, Organ Transplant and Disproportionate Share. The System Reimbursement Manager spends a significant amount of time supporting the Corporate Reimbursement Department, on projects as needed. The needs could include and are not limited to regulatory analysis, financial analysis, system-wide reopening or reporting issues. This position requires diligent values of integrity and compliance with all applicable Regulations Responsibilities: Prepare and review monthly contractual allowance journal entries and supporting calculations and responsible for proper balances in associated income statement and balance sheet accounts, for multiple facilities Scope of accounting responsibility includes Medicare, Medicaid, USFHP, CHAMPUS, Blue Cross, Worker's Compensation and Managed Care Analyze monthly contractual allowance variances, providing detailed explanations for significant fluctuations to Hospital Administration for use during close meetings Maintain current, correct account analysis' related to program Income Statement and Balance Sheet accounts Ensure monthly reports are prepared timely and accurately by supporting departmental Associates Prepare final hospital and home office cost reports, completing comparative analysis of the cost report versus the financial statement and compliance checklist prior to submission, for multiple facilities Ensure Medicare, Medicaid and CHAMPUS cost reports are submitted by due dates to prevent loss of reimbursement to the facilities Identify and pursue proper reimbursement methodologies in an effort to receive all reimbursement due based upon Medicare, Medicaid and CHAMPUS Regulations Coordinate the Medicare Field Audits, ensuring complete, proper and timely information is provided and audit adjustments are reviewed prior to issuance of the settlement Errors found must be communicated in writing to the Auditors during the audit, to ensure proper settlement and issuance of the Notice of Program Reimbursement Prepare audit adjustment analysis to determine reimbursement impact of adjustments to as filed report Act as a liaison to the External Financial Auditors for both the interim and final audits, for multiple facilities Review settled cost reports prior to final reopening deadlines to ensure the reports were appropriately settled Prepare and submit cost report reopening requests to obtain additional reimbursement due and otherwise make requests for corrections as appropriate Prepare and submit appeals and subsequent position papers to appeal inappropriate settlements with the PRRB, for assigned facilities Assist in preparation of Social Accountability and Community Needs reports required as part of annual budget process Respond to requests from Hospital Administration and other internal and hospital departments in areas where reimbursement knowledge is required Analyze and inform Hospital Administration of financial impact of operational decisions, as requested This may include preparation of pro-forma analysis and due diligence for new and existing business opportunities and informing Management and Hospital Administration of proposed/final rules and Regulations, which could impact the hospitals' operations Assist in maintenance of rate tables for Medicare, Traditional Medicaid and CHAMPUS in an effort to ensure proper payments are received Monitor interim payment rates and work with the Intermediary to ensure proper payments are being made Participate on the performance initiative to track, review and reduce denials Assist with contract rate issues as requested Collaborate on cross-functional teams to address System standardization needs of processes where reimbursement expertise is required Assist in authoring thorough, accurate policies and procedures for standardized and transparent processes Assist Accounting and Business Office departments with the cash reconciliation process for settlements and interim payments This includes identifying and communicating errors or issues found to these departments Maintain knowledge of current trends and developments in the field by reading appropriate books, journals, and attending related seminars and conferences Actively participate as a member in HFMA as a representative of CHRISTUS Health Assist Director and Senior Managers of Reimbursement Department including education, annual reimbursement conference and other projects Requirements: Bachelor's Degree required Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
03/03/2026
Full time
Description Summary: The primary purpose of the Reimbursement Manager is to ensure proper payments are received from Third Party programs and proper accounting of such programs is maintained. This will be accomplished through completion and review of monthly contractual related income statement and balance sheet accounts and proper filing, audit and settlement of cost reports. The System Reimbursement Manager is responsible for the reimbursement function of multiple facilities. The complexity of the facilities may include acute care, rehabilitation unit, psychiatric unit, skilled nursing facility, medical education, End Stage Renal Disease, Organ Transplant and Disproportionate Share. The System Reimbursement Manager spends a significant amount of time supporting the Corporate Reimbursement Department, on projects as needed. The needs could include and are not limited to regulatory analysis, financial analysis, system-wide reopening or reporting issues. This position requires diligent values of integrity and compliance with all applicable Regulations Responsibilities: Prepare and review monthly contractual allowance journal entries and supporting calculations and responsible for proper balances in associated income statement and balance sheet accounts, for multiple facilities Scope of accounting responsibility includes Medicare, Medicaid, USFHP, CHAMPUS, Blue Cross, Worker's Compensation and Managed Care Analyze monthly contractual allowance variances, providing detailed explanations for significant fluctuations to Hospital Administration for use during close meetings Maintain current, correct account analysis' related to program Income Statement and Balance Sheet accounts Ensure monthly reports are prepared timely and accurately by supporting departmental Associates Prepare final hospital and home office cost reports, completing comparative analysis of the cost report versus the financial statement and compliance checklist prior to submission, for multiple facilities Ensure Medicare, Medicaid and CHAMPUS cost reports are submitted by due dates to prevent loss of reimbursement to the facilities Identify and pursue proper reimbursement methodologies in an effort to receive all reimbursement due based upon Medicare, Medicaid and CHAMPUS Regulations Coordinate the Medicare Field Audits, ensuring complete, proper and timely information is provided and audit adjustments are reviewed prior to issuance of the settlement Errors found must be communicated in writing to the Auditors during the audit, to ensure proper settlement and issuance of the Notice of Program Reimbursement Prepare audit adjustment analysis to determine reimbursement impact of adjustments to as filed report Act as a liaison to the External Financial Auditors for both the interim and final audits, for multiple facilities Review settled cost reports prior to final reopening deadlines to ensure the reports were appropriately settled Prepare and submit cost report reopening requests to obtain additional reimbursement due and otherwise make requests for corrections as appropriate Prepare and submit appeals and subsequent position papers to appeal inappropriate settlements with the PRRB, for assigned facilities Assist in preparation of Social Accountability and Community Needs reports required as part of annual budget process Respond to requests from Hospital Administration and other internal and hospital departments in areas where reimbursement knowledge is required Analyze and inform Hospital Administration of financial impact of operational decisions, as requested This may include preparation of pro-forma analysis and due diligence for new and existing business opportunities and informing Management and Hospital Administration of proposed/final rules and Regulations, which could impact the hospitals' operations Assist in maintenance of rate tables for Medicare, Traditional Medicaid and CHAMPUS in an effort to ensure proper payments are received Monitor interim payment rates and work with the Intermediary to ensure proper payments are being made Participate on the performance initiative to track, review and reduce denials Assist with contract rate issues as requested Collaborate on cross-functional teams to address System standardization needs of processes where reimbursement expertise is required Assist in authoring thorough, accurate policies and procedures for standardized and transparent processes Assist Accounting and Business Office departments with the cash reconciliation process for settlements and interim payments This includes identifying and communicating errors or issues found to these departments Maintain knowledge of current trends and developments in the field by reading appropriate books, journals, and attending related seminars and conferences Actively participate as a member in HFMA as a representative of CHRISTUS Health Assist Director and Senior Managers of Reimbursement Department including education, annual reimbursement conference and other projects Requirements: Bachelor's Degree required Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Growing Dealership Competitive Base Upwards Career Growth! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Are you a dynamic, driven, and experienced accounting professional with experience in the Automotive industry? If so, we have a thrilling opportunity that might be the perfect fit for you. Our leading automotive dealership is currently seeking a Controller to join our fast-paced and innovative finance team. This role offers a unique opportunity to utilize your skills in a challenging and rewarding environment. As our Controller, you'll be the backbone of our financial operations, ensuring the smooth running of our multi-franchise dealership. Apply today to learn more! Why join us? 401(k) matching Dental, Health, and Life insurance Employee assistance program Health savings account Paid time off Professional development assistance Vision insurance Job Details Responsibilities: 1. Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives. 2. Coordinating the preparation of the company's budget and financial forecasts, and reporting variances. 3. Preparing and publishing timely monthly financial statements. 4. Ensuring quality control over financial transactions and financial reporting. 5. Managing and complying with local, state, and federal government reporting requirements and tax filings. 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls. 7. Conducting the year-end close process, ensuring accurate and timely reporting. 8. Leading and directing ledger entries and reconciliations, account analysis, and intercompany transactions. 9. Working closely with operational teams to understand and ensure accuracy of all financial reporting. 10. Collaborating with external auditors to ensure successful audit results and compliance. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A CPA or MBA is preferred. 2. Minimum of 5 years of experience in a similar role, preferably within the automotive industry. 3. Proven multi-franchise automotive experience. 4. Solid understanding of accounting processes and procedures, including ledger entries, year-end close, reconciliations, and GL. 5. Proficiency with accounting software and experience with a software system implementation. 6. Exceptional knowledge of finance, accounting, budgeting, cost accounting, and cost control principles, and Generally Accepted Accounting Principles (GAAP). 7. Strong leadership skills with a dedication to driving and achieving results. 8. Excellent analytical abilities to manage large amounts of data. 9. Attention to detail and accuracy in performance. 10. Superior verbal and written communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/02/2026
Full time
Growing Dealership Competitive Base Upwards Career Growth! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Are you a dynamic, driven, and experienced accounting professional with experience in the Automotive industry? If so, we have a thrilling opportunity that might be the perfect fit for you. Our leading automotive dealership is currently seeking a Controller to join our fast-paced and innovative finance team. This role offers a unique opportunity to utilize your skills in a challenging and rewarding environment. As our Controller, you'll be the backbone of our financial operations, ensuring the smooth running of our multi-franchise dealership. Apply today to learn more! Why join us? 401(k) matching Dental, Health, and Life insurance Employee assistance program Health savings account Paid time off Professional development assistance Vision insurance Job Details Responsibilities: 1. Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives. 2. Coordinating the preparation of the company's budget and financial forecasts, and reporting variances. 3. Preparing and publishing timely monthly financial statements. 4. Ensuring quality control over financial transactions and financial reporting. 5. Managing and complying with local, state, and federal government reporting requirements and tax filings. 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls. 7. Conducting the year-end close process, ensuring accurate and timely reporting. 8. Leading and directing ledger entries and reconciliations, account analysis, and intercompany transactions. 9. Working closely with operational teams to understand and ensure accuracy of all financial reporting. 10. Collaborating with external auditors to ensure successful audit results and compliance. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A CPA or MBA is preferred. 2. Minimum of 5 years of experience in a similar role, preferably within the automotive industry. 3. Proven multi-franchise automotive experience. 4. Solid understanding of accounting processes and procedures, including ledger entries, year-end close, reconciliations, and GL. 5. Proficiency with accounting software and experience with a software system implementation. 6. Exceptional knowledge of finance, accounting, budgeting, cost accounting, and cost control principles, and Generally Accepted Accounting Principles (GAAP). 7. Strong leadership skills with a dedication to driving and achieving results. 8. Excellent analytical abilities to manage large amounts of data. 9. Attention to detail and accuracy in performance. 10. Superior verbal and written communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Growing Dealership Competitive Base Upwards Career Growth! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Are you a dynamic, driven, and experienced accounting professional with experience in the Automotive industry? If so, we have a thrilling opportunity that might be the perfect fit for you. Our leading automotive dealership is currently seeking a Controller to join our fast-paced and innovative finance team. This role offers a unique opportunity to utilize your skills in a challenging and rewarding environment. As our Controller, you'll be the backbone of our financial operations, ensuring the smooth running of our multi-franchise dealership. Apply today to learn more! Why join us? 401(k) matching Dental, Health, and Life insurance Employee assistance program Health savings account Paid time off Professional development assistance Vision insurance Job Details Responsibilities: 1. Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives. 2. Coordinating the preparation of the company's budget and financial forecasts, and reporting variances. 3. Preparing and publishing timely monthly financial statements. 4. Ensuring quality control over financial transactions and financial reporting. 5. Managing and complying with local, state, and federal government reporting requirements and tax filings. 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls. 7. Conducting the year-end close process, ensuring accurate and timely reporting. 8. Leading and directing ledger entries and reconciliations, account analysis, and intercompany transactions. 9. Working closely with operational teams to understand and ensure accuracy of all financial reporting. 10. Collaborating with external auditors to ensure successful audit results and compliance. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A CPA or MBA is preferred. 2. Minimum of 5 years of experience in a similar role, preferably within the automotive industry. 3. Proven multi-franchise automotive experience. 4. Solid understanding of accounting processes and procedures, including ledger entries, year-end close, reconciliations, and GL. 5. Proficiency with accounting software and experience with a software system implementation. 6. Exceptional knowledge of finance, accounting, budgeting, cost accounting, and cost control principles, and Generally Accepted Accounting Principles (GAAP). 7. Strong leadership skills with a dedication to driving and achieving results. 8. Excellent analytical abilities to manage large amounts of data. 9. Attention to detail and accuracy in performance. 10. Superior verbal and written communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/02/2026
Full time
Growing Dealership Competitive Base Upwards Career Growth! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Are you a dynamic, driven, and experienced accounting professional with experience in the Automotive industry? If so, we have a thrilling opportunity that might be the perfect fit for you. Our leading automotive dealership is currently seeking a Controller to join our fast-paced and innovative finance team. This role offers a unique opportunity to utilize your skills in a challenging and rewarding environment. As our Controller, you'll be the backbone of our financial operations, ensuring the smooth running of our multi-franchise dealership. Apply today to learn more! Why join us? 401(k) matching Dental, Health, and Life insurance Employee assistance program Health savings account Paid time off Professional development assistance Vision insurance Job Details Responsibilities: 1. Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives. 2. Coordinating the preparation of the company's budget and financial forecasts, and reporting variances. 3. Preparing and publishing timely monthly financial statements. 4. Ensuring quality control over financial transactions and financial reporting. 5. Managing and complying with local, state, and federal government reporting requirements and tax filings. 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls. 7. Conducting the year-end close process, ensuring accurate and timely reporting. 8. Leading and directing ledger entries and reconciliations, account analysis, and intercompany transactions. 9. Working closely with operational teams to understand and ensure accuracy of all financial reporting. 10. Collaborating with external auditors to ensure successful audit results and compliance. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A CPA or MBA is preferred. 2. Minimum of 5 years of experience in a similar role, preferably within the automotive industry. 3. Proven multi-franchise automotive experience. 4. Solid understanding of accounting processes and procedures, including ledger entries, year-end close, reconciliations, and GL. 5. Proficiency with accounting software and experience with a software system implementation. 6. Exceptional knowledge of finance, accounting, budgeting, cost accounting, and cost control principles, and Generally Accepted Accounting Principles (GAAP). 7. Strong leadership skills with a dedication to driving and achieving results. 8. Excellent analytical abilities to manage large amounts of data. 9. Attention to detail and accuracy in performance. 10. Superior verbal and written communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
