Finance Director

Posted 1 day ago
Job Viewed
Job Description
Job ID
227692
Posted
03-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance, Executive Management
Location(s)
Remote - US - Remote - US - United States of America
**About the Role:**
As a CBRE Finance Director, you will assist with developing and managing of all departmental finance functions.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
This role is remote and can be filled in any U.S. city. Some travel may be required.
**What You'll Do:**
+ Provide formal supervision to employees. Track the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees.
+ Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
+ Plan and execute budgeting, forecasting, strategic planning processes, and standard management reporting.
+ Review input from staff and business partners to assist with the strategic planning process.
+ Work with management to establish departmental priorities to meet deadlines. Develop financial policies and procedures.
+ Oversee the preparation of reporting results.
+ Work with the Operations team to support initiatives within the business.
+ Execute capex projects under company approval guidelines.
+ Apply a robust knowledge of multiple disciplines, the business, and key drivers which impact departmental and cross-functional performance.
+ Lead by example and model behaviors that are consistent with CBRE RISE values. Persuade managers and other colleagues to take action while being guided by the organization's functional business plans. Negotiate with external partners, vendors, and customers of divergent interests to reach a common goal.
+ Identify and solve multi-dimensional, complex, operational, and organizational problems leveraging the appropriate resources within or outside the department.
+ Significantly improves and changes existing methods, processes, and standards within job discipline.
**What You'll Need:**
+ Bachelor's Degree preferred with 8-12 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred.
+ Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations, and handle problems.
+ Leadership skills to set, manage and achieve targets with a direct impact on multiple departments results within a function.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Expert organizational skills and an advanced inquisitive mindset.
+ Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
**Why CBRE:**
We lead by example, guided by the needs of the cities we inhabit, the communities we build and the world we live in. The more perspectives we have, the more dimensions we're able to see. A culture of respect, integrity, service and excellence shapes our approach to every opportunity.
CBRE offers excellent and comprehensive benefits including Health Insurance, 401(K), Dental, Vision, Life insurance, and more!
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Finance Director position is $110,000 annually and the maximum salary for the Finance Director position is $140,000 annually. The compensation offered to a successful candidate will depend on their skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Finance Analyst
Posted 11 days ago
Job Viewed
Job Description
Maximus is seeking a Finance Analyst to produce accurate project financial reporting results for submission to corporate and project management.
This is a remote position.
Essential Duties and Responsibilities:
- Produce accurate project financial reporting results for submission to corporate finance and project management.
- Prepare labor and ODCs (Other Direct Charges) for client invoicing and cost reporting; ensure all costs on the invoice are accurate, appropriately supported and reconcile to the accounting system.
- Assist program control staff with ad hoc financial and cost analysis as requested by program management and corporate finance.
- Provide analytical support to program contract staff preparing corporate required reporting of accounts receivable and billed and unbilled reconciliations.
- Track financial status by monitoring variances from forecasts and investigate unusual variances for accuracy.
- Monitor fulfillment expenses closely against forecast assumptions.
- Review incoming vendor invoices for accuracy, provide appropriate codes and monitor payment status.
Minimum Requirements
- Bachelor's degree in related field required.
- 3-5 years of related experience required.
Job-Specific Minimum Requirements :
- Must have direct billing/invoice adjustments and financial reporting experience.
- Must have experience reviewing month-end accruals.
- Must have forecasting and revenue recognition experience.
- Experience tracking financial status and monitoring variances is required.
- Must possess strong proficiency with MS Excel, Power Point, and Word.
- Work requires considerable judgment and initiative.
#techjobs
#LI-PN1
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Minimum Salary
$
55,000.00
Maximum Salary
$
70,000.00
Sr Finance Analyst
Posted 12 days ago
Job Viewed
Job Description
The Senior Finance Analyst - is responsible for financial oversight of communities as assigned, with emphasis on budgeting, forecasting, analysis and benchmarking. Analyst will partner with community accounting staff and operations leadership to analyze community performance, aid in business decision support, and provide other training and support as needed.
Experience is Everything:
At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you'll love working here. Our principles and hospitality promise define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You'll find several opportunities to grow as a professional, serve the community, and enhance the lives of the seniors.
The Role:
- Prepares analysis, comparisons and forecasts
- Analyzes financial results and operating impact
- Prepares comparisons of financial results across periods and/or between communities
- Prepares financial forecasts for statutory or regulatory filings
- Prepares financial budgets, projections or comparisons as requested for new projects
- Leads and directs monthly forecasting of future results with the operations team
- Utilizes benchmarking and comparisons to evaluate community performance
- Participates in the community budgeting process, including review and analysis of assumptions and budgeted results, and completion of a multi-year cash flow
- Prepares calculations for the future service obligation test as applicable
- Assists, as appropriate, with the onboarding of new clients
- Travels to the community to provide financial planning assistance and support as needed
- Provides feedback to community leadership regarding the status of the on-site accounting staff
- Assists community leadership with preparing presentations to Board and Owners, as requested
- Utilizes various financial models to assist with pro forma cash flows, pricing analysis, cash reserve adequacy studies, and other needs
- Supports financing/refinancing activities and related feasibility studies.
- Performs as a department team member by assisting co-workers with overloads as time permits, training new co-workers, and contributing to team projects
- Assists with policy and procedure and best practice documentation
- Trains LCS and community employees on financial systems and other financial topics as needed
- Assists with the design, development, and roll-out of new or enhanced financial systems including updates to instructions, enhancements to models and testing changes
- Updates and/or creates Community Finance models and reporting tools
- Presents at conferences and trainings
- Completes special projects, as requested or assigned
- Works with LCS team to further develop and maintain financial models
- Builds connections with the community leadership teams
- Gathers and analyzes financial data to be used in benchmarking across LCS communities and against industry standards
- Analyst must be capable of managing and prioritizing individual workload to ensure delivery of appropriate information regarding clients' needs, issues, recommendations and opportunities by relevant date.
- Four-year degree in accounting/finance and minimum two years of related experience
- Bachelor's degree in accounting and/or finance
- Effective written and oral communication skills
- Proficient with Microsoft products (Excel, Word, etc.)
- Financial, analytical, and problem-solving skills
- Must be flexible and able to handle changing priorities and interruptions
Why LCS?
Industry leader. The Nation's third-largest senior living operator, ranked number one in customer satisfaction among senior living communities.
Inclusive and collaborative culture. We're dedicated to diversity, equity, and inclusion and have an engaged Diversity and Inclusion Council focused on creating awareness and educating employees on inclusivity. In addition, LCS creates a collaborative culture that provides an exceptional experience for every employee.
Top Workplace USA: LCS has earned the Top Workplaces USA award for several consecutive years and is recognized for our strong company culture and engaged workforce. In addition, LCS earned ten culture excellence awards in areas such as DE&I practices, top managers, professional development and clued-in leaders, to name a few.
Top Workplace Iowa: LCS employees truly believe we are an employer choice. This recognition, for 4 years running, is in large part due to the culture of excellence that our employees help deliver every single day.
Competitive pay, great benefits and vacation time. We are an equal opportunity employer with benefits including medical, dental, life insurance, disability, 401(k) with company match and paid parental leave.
Charity and community involvement. We are recognized as a national team for the Alzheimer's Association and consistently a top contributor to United Way. We also support our employee's individual community contributions and provide opportunities to get involved at our corporate locations and in our communities.
Outstanding advancement opportunities. LCS is growing and we think you should too. Our company growth allows for internal growth opportunities across all of our business lines.
Ongoing career development. Onsite education opportunities, education assistance, and continuing education credits allow LCS employees to keep their knowledge of current industry changes relevant.
LCS creates living experiences that enhance the lives of seniors. You'll see this commitment in our people. They're talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed-strengthening available resources, establishing proven practices that lead to long-term growth and creating lasting value for those living in, working for and affiliated with the community. Check us out on our website:
Travel Frequency: 0-10%
Estimated Salary Range: $83,200 - $104,000
The actual title & salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.
A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES, IS REQUIRED
LCS IS AN EQUAL OPPORTUNITY EMPLOYER
Manager, Finance Operations

Posted 1 day ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for core financial operation processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
This manager role will support Medical GPO Admin Fee Adjustments.
**_Accountabilities_**
+ Manages a team of individuals who perform monthly calculations to maximize benefit to CAH in GPO Admin Fee space
+ Ensure that GPO Admin Fees are properly accounted for; eligible sales data is reconciled to SAP transactional data and contractual compliance terms are adhered to
+ Lead a team in reconciling customer sales and payment data across multiple contract agreements
+ Aid in oversight and accountability to ensure Admin Fee payouts are completed timely and completely with Genpact offshore team
+ Partners with cross-functional teams to research and resolve root cause issues impacting admin fee accuracy or ability to execute payments timely.
+ Fosters a strong SOX internal control structure and seeks opportunities for improvements
+ Help transform current payout and reporting process into Vistex Implementation
+ Develop plans for future systematic enhancements
+ Assist team with more complicated customer and transaction activities
+ Partner with and be a thought leader to business partners across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
+ Actively collaborates and supports cross-functional team initiatives.
+ Demonstrates knowledge of financial processes, accounting policies, systems, controls, and work streams.
+ Demonstrates experience working in a transnational finance environment coupled with strong internal controls.
+ Possesses understanding of service level goals and objectives when providing customer support.
+ Works collaboratively to respond to non-standard requests.
+ Possesses strong organizational skills and prioritizes getting the right things done.
**_Qualifications_**
+ Bachelor's Degree in Accounting, Finance, Business Management, or other relevant degree, preferred
+ 8+ years of professional experience in related field, including but not limited to Accounting, Finance, or Audit, preferred
+ Accounting and Finance acumen
+ Ability to lead a team and influence others
+ Knowledge with SAP and legal contracts (revenue recognition standards is a plus)
+ Data mining experience (relevant application tool experience is a plus)
+ Strong written and verbal communication skills
+ Process improvement oriented
+ Strong SOX/internal control understanding
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to manage varied tasks and projects
+ Manages department operations, supervises professional employees, and ensures employee operation within guidelines
+ Develops team and individual development plan goals for direct reports
+ Participates in the development of policies and procedures to achieve specific goals
+ Recommends new practices, processes, metrics, or models
+ Works on or leads complex projects of large scope, including leading offshore teams and working in conjunction with other CAH teams
+ Develops technical solutions to a wide range of difficult problems ensuring that solutions are innovative and consistent with organization objectives
+ Receives guidance on overall project objectives
+ Independently determines methods for completion of new projects
+ Gains consensus from all parties involved in cross functional solutions
+ Acts as a mentor to direct reports and less experienced colleagues
**Anticipated salary range:** $103,500 - 147,900
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 08/01/2025 *if interested in opportunity, please submit application as soon as possible.
_The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Advisor, Finance Operations

Posted 1 day ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ 3+ years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards a plus preferred
+ Strong Excel and Business Objects skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ Must be able to take on tasks like a utility player and be agile to changing and various processes in different environments
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope, including leading offshore teams and working in conjunction with other CAH teams
+ Develops technical solutions to a wide range of difficult problems; solutions are innovative and consistent with organization objectives
+ Completes work independently and receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $66,500 - $94,900
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/30/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Director, Finance - Pricing & Marketing
Posted 18 days ago
Job Viewed
Job Description
Direct message the job poster from H&R Block People & Culture, Sr. Recruiter - Executive Search at H&R Block Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do. The Pricing & Marketing Finance Leader within the FP&A organization will be responsible for developing and executing pricing and promotional strategies to drive profitable growth, while also ensuring that Marketing spend aligns with business objectives and delivers strong return on investment. Day to day you’ll… Pricing & Promotional Analysis Analyze pricing and promotional strategies and recommend adjustments to optimize revenue and margin. Design and implement A/B price testing strategies to optimize pricing structures. Evaluate customer segmentation and revenue by product, service, and pricing tier. Marketing Budgeting & Forecasting Develop and manage annual marketing budgets and forecasts in collaboration with marketing leadership. Track actuals vs. budget, providing variance analysis and insights on spending efficiency. Identify risks and opportunities (R&O) in marketing spend to ensure alignment with financial targets. Marketing ROI & Performance Analysis Conduct A/B testing and post-campaign analyses to refine marketing spend decisions. Measure Return on Ad Spend (ROAS) and Marketing ROI (MROI) across campaigns, channels, and initiatives. Support Marketing Mix Modeling (MMM) and Long-Term Attribution (LTA) to optimize investment allocation. Analyze Customer Acquisition Cost (CAC) vs. Lifetime Value (LTV) to ensure sustainable customer growth strategies. Strategic Initiative Support Develop business cases for new marketing initiatives, product launches, and market expansions. Partner with marketing on go-to-market (GTM) strategies to assess financial viability. Support contract negotiations for marketing vendors, agencies, and media buys. What you'll bring to the team. Bachelor’s degree in Finance, Economics, Business, or related field. 10+ years of experience in revenue management, pricing strategy, FP&A, or related roles. Strong financial modeling skills, including pricing elasticity, promotional impact, and marketing ROI analysis. Experience with marketing analytics, MMM, and LTA methodologies. Proficiency in financial planning tools, data visualization platforms, and Excel. Ability to translate complex data insights into actionable business recommendations. Strong collaboration skills to work across marketing, operations, and finance teams. Excellent communication and presentation skills for executive and board-level reporting. Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer : H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $120,900.00 - $05,500.00/Yr. Sponsored Job Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Retail Referrals increase your chances of interviewing at H&R Block by 2x Get notified about new Financial Director jobs in Missouri, United States . Enterprise Account Director, Central (St. Louis)/Chicago St Louis, MO 140,000.00- 155,000.00 2 weeks ago Director of Product Management, Marketplace Senior Staff Engineering Manager of Financial Data and Analytics St Louis, MO 150,000.00- 300,000.00 1 day ago Senior Staff Engineering Manager of Financial Data and Analytics Kansas City, MO 150,000.00- 300,000.00 1 day ago Senior Technical Program Manager - Workday Financial Management (REMOTE) Kansas City, MO 130,000.00- 260,000.00 1 day ago Senior Technical Program Manager - Workday Financial Management (REMOTE) St Louis, MO 130,000.00- 260,000.00 1 day ago St Louis, MO 120,000.00- 130,000.00 2 weeks ago St Louis, MO 110,000.00- 115,000.00 1 week ago Managing Director | Engagement Quality Review - National Attest Office (Remote) Missouri, United States 86,300.00- 118,700.00 4 days ago Missouri, United States 190,000.00- 238,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Senior Equipment Finance Underwriter
Posted today
Job Viewed
Job Description
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a Senior Equipment Finance Underwriter to join their Vendor Financial Services Construction and Industrial Structured Team as part of Commercial Bank.
Learn more about the career areas and lines of business at this role, you will:**
+ Lead or participate in research and underwrite the creditworthiness of moderately complex commercial or business loan and lease requests within Equipment Finance Underwriting functional area
+ Review and research moderately complex commercial or business loan and lease requests that require an in-depth evaluation
+ Perform periodic reviews on assigned portfolio credits
+ Maintain risk ratings and other relevant data on systems of record
+ Approve loans or leases within delegated credit authority and recommend transactions in excess of that authority
+ Collaborate and consult with Equipment Finance Underwriting peers, colleagues, and middle level managers and achieve business objectives
+ Work with internal and external business partners to gather information to make appropriate decisions
**Required Qualifications:**
+ 4+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's degree in accounting, business, economics, finance or related field
+ Experience underwriting transactions and exposures in excess of $1MM
+ Financial Analysis experience
+ Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
+ Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
**Job Expectations:**
+ This position offers a hybrid work schedule. Current requirements are 4 days in-office.
+ Willingness to work on-site at stated location on the job opening
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#CommercialBank
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$00,000.00 - 179,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
25 Jul 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-473707
Be The First To Know
About the latest Finance Jobs in Ankeny !
Finance and Insurance Executive

Posted 1 day ago
Job Viewed
Job Description
121783
Due to continued growth, Zurich is seeking a **Finance & Insurance Executive** to support sales efforts in our Midwest area's, We are currently seeking a candidate with a passion for New Business Development, someone who can drive sales by developing new relationships in the market.
THIS PERSON MUST LIVE WITHIN THE TERRITORY, IOWA AND NEBRASKA ARE PREFERRED LOCATIONS
As part of our F&I sales team, this role offers an opportunity to leverage and refine your sales and marketing expertise within the automotive sector!
You will be responsible for driving growth and profitability by acquiring, developing, and maintaining strong relationships with new and existing customers.
Immediate benefits include work from home flexibility, travel, a competitive base salary with uncapped incentives, excellent benefits (Medical, Dental, 401k, PTO), and a company car (subject to a driving record check) provided.
**Basic Qualifications:**
+ Bachelors Degree and 4 or more years of experience in the Sales area or Automotive areaOR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area or Automotive areaOR
+ High School Diploma or Equivalent and 6 or more years of experience in the Sales area or Automotive areaAND
+ Knowledge of principles of sales, sales techniques, and sales terminology
+ Knowledge of F&I products
+ Knowledge of automotive industry, market, and competitors
+ Must reside within the required territory
**Preferred Qualifications:**
+ Ideal candidates have outside sales experience and advanced knowledge of the automotive industry, market trends, and competitors.
+ Extensive experience in retail automotive finance or senior sales management (e.g. GM, GSM, Finance Director, Finance Manager).
+ Experience in dealership training (1:1, classroom, virtual).
+ Proficiency in automotive and traditional software/technology.
+ Knowledge of insurance, reinsurance, and warranty claims processes and F&I products.
+ Ability to analyze financial statements.
+ Excellent presentation skills for both small and large groups.
**Background:**
Zurich Direct Markets specializes in offering Finance & Insurance (F&I) products to the automotive industry, supported by a dedicated team of F&I sales professionals who maintain close relationships with Dealership customers.
The **Finance & Insurance Executive (FIE)** role involves driving growth and profitability by:
**_- Prospecting:_**
Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory.
Attending Automotive industry events to promote Zurich's sales and marketing initiatives.
**_- Relationship Management:_**
Building and maintaining strong relationships with both new and existing customers.
Effectively communicating with internal and external stakeholders via various channels (in-person and virtual) to maintain solid relationships.
**_- Closing:_**
Managing and growing your assigned territory to achieve profitability and exceed sales targets.
**_- Direct Sales:_**
Conducting sales presentations either in-person or via Microsoft Teams.
**_- Consulting:_**
Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships.
**_- Building market share:_**
Working remotely in an entrepreneurial environment
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. Theproposed salary rangefor this position is $64,600.00 - $105,900.00.This position includes a variable compensation component that is based on an individual's performance under the applicable sales incentive plan.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Iowa Virtual Office, AM - Omaha, AM - Nebraska Virtual Office
Remote Working: No
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
Finance Systems Support Analyst
Posted 1 day ago
Job Viewed
Job Description
**Join WesleyLife and Help Revolutionize the Aging Experience!**
Discover how WesleyLife is redefining what it means to age well: The WesleyLife Way ( Work at WesleyLife?**
At WesleyLife, we're not just a workplace-we're a community that values your growth, well-being, and happiness. With over 78 years of excellence in our sector, we believe in empowering our team members to make a difference while enjoying a fulfilling, supportive, and rewarding work environment.
**Financial Systems Analyst - A Unique Opportunity**
With 10 communities serving 16 counties across Iowa and impacting over 10,000 individuals annually, WesleyLife is on a mission to redefine what it means to age well, creating communities that embrace well-being, quality, dignity, and independence.
**What will I do as the Financial Systems Analyst?**
The Financial Systems Analyst is responsible for evaluating, implementing, and maintaining financial systems and software applications to support the company's financial operations. This role involves analyzing current financial systems, identifying areas for improvement, and ensuring seamless integration with other business systems. The analyst will collaborate with various departments to streamline financial processes, enhance system efficiency, and ensure compliance with relevant regulations.
+ **System Implementation & Integration:**
+ Oversee the implementation and configuration of financial systems (ERP, accounting software, etc.).
+ Collaborate with cross-functional teams (IT, finance, operations) to integrate financial systems with other business systems (HR, CRM, inventory, and other platforms).
+ Ensure smooth data migration and user adoption of new financial systems or upgrades.
+ **System Maintenance & Support:**
+ Provide ongoing support for financial software, including troubleshooting issues, system upgrades, and performance monitoring.
+ Ensure the accuracy and reliability of financial data across all platforms.
+ Collaborate with vendors for software updates, patches, and troubleshooting resolutions.
+ **Data Integrity Leadership:**
+ Lead the finance data integrity process for all financial applications.
+ Monitor and validate data flows between systems to ensure consistent and accurate financial reporting.
+ Design and implement controls to safeguard the integrity of financial data.
+ Partner with IT and business stakeholders to resolve discrepancies and implement quality assurance procedures.
+ **Data Analysis & Reporting:**
+ Analyze financial data and generate reports to support financial decision-making.
+ Develop and maintain dashboards and financial reporting tools for key stakeholders.
+ Ensure the financial systems support accurate forecasting, budgeting, and financial analysis.
+ **Process Optimization:**
+ Identify inefficiencies within financial systems and workflows; propose and implement solutions for improvement.
+ Automate routine financial processes and workflows to streamline manual tasks, where applicable.
+ Document and standardize processes to ensure and improve consistency and reduce risk.
+ **Compliance & Security:**
+ Ensure financial systems comply with regulatory requirements (e.g., SOX, GDPR) and company policies.
+ Implement security measures to protect sensitive financial data and maintain data integrity.
+ **Training & User Support:**
+ Provide training for finance team members and other stakeholders on system functionality and best practices.
+ Develop user documentation including manuals, FAQs, process guides, and documentation to support system usage.
+ **Vendor & Partner Relationship Management:**
+ Manage relationships with existing and potential software vendors, implementation partners, and business associates.
+ Evaluate vendor performance and coordinate service level agreements (SLAs).
+ Support procurement and contract negotiation processes for new systems or services.
+ Performs other duties and projects as may be requested or required.
**Qualifications:**
+ Bachelor's degree in finance, accounting, information technology, or a related field.
+ 5+ years of proven experience in financial systems analysis, support, or a related role.
+ Strong knowledge of financial software applications, ERP systems (e.g., SAP, Oracle, Microsoft Dynamics), and accounting principles. Certification in Financial Systems like SAP FI/CO, Oracle Financials is preferred.
+ **What We Offer You**
In addition to the competitive compensation you'd expect, WesleyLife offers true flexibility. You don't want to work all the time, and we don't want you to! In addition, our locations are filled with team members who have one another's backs and leaders who genuinely care about each team member as a person.
We know you want more than just a paycheck-you want a career that offers flexibility, fulfillment, and a chance to make a real difference.
At WesleyLife, in addition to your base salary, we provide:
+ **Comprehensive Benefits Package:** health insurance, vision, dental, and 401(k).
+ **Extremely generous paid time off.**
+ **Scholarship Reimbursement** : Up to $3,000 per year to help you further your education.
+ **Tuition Reimbursement** : Up to $1,500 per year for your continued learning.
+ **Wellness Incentives** : Free wellness memberships and cash rewards for staying healthy.
+ **Educational Discounts** : Enjoy an 18% discount at Purdue University Global.
**Perks You'll Love**
+ **Referral Bonus Program** : Earn bonuses for referring qualified candidates.
+ **Voluntary Benefits** : Life, accident, and critical illness coverage for peace of mind.
**WesleyLife has been certified as one of** Senior Care's Best Places to Work! ( is proud to be certified as one of Senior Care's Best Places to Work by WeCare Connect! We value teamwork, respect, and integrity, and we're dedicated to creating an environment where every team member feels appreciated and supported.
Ready to Join Us? ( candidates will be contacted to move forward in the hiring process. Unfortunately, WesleyLife cannot sponsor applicants for work visas.
_WesleyLife believes in welcoming all people to our team and is an equal opportunity employer. Because of our commitment to your health and well-being, you will be required to successfully complete a pre-hire health assessment, drug screen, and tobacco screen prior to beginning employment._
**Qualifications**
**Education**
**Required**
+ Bachelors or better in Accounting
+ Bachelors or better in Finance
**Experience**
**Required**
+ 5 years: 5+ years of proven experience in financial systems analysis, support, or a related role.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Seeds Portfolio Finance Leader

Posted 1 day ago
Job Viewed
Job Description
At **Corteva Agriscience** , you will help us grow what's next. No matter your role, you will be part of a team that is building the future of agriculture - leading breakthroughs in the innovation and application of science and technology that will better the lives of people all over the world and fuel the progress of humankind.
**Corteva Agriscience** is looking for a motivated individual for a **Seeds Portfolio Finance Leader - Field Crops & Forages** within our Seeds Business Unit (BU). This position requires strong analysis and judgment, organizational and communication skills, business acumen and ability to work with a diverse team. We are also seeking professionals who have curiosity to learn and have a passion to make things better every day.
This role reports to the Seed BU CFO and serves as a strategic adviser to the Global Portfolio Leader and his leadership team supporting a portfolio of products, providing critical thinking on long term strategic direction (3-15 years), operating performance and financial results.
**Primary Responsibilities - What you will do to help us grow!**
+ Provide strategic guidance and process direction for long-term product portfolio financial planning activities, with emphasis on the 3-15-year horizon.
+ Develop and consolidate long-term portfolio plans, forecasts, management reporting and analysis.
+ High level review of short-term (Current Year to CY+2) Portfolio results, planning, budgeting, & forecasting.
+ Provide financial analysis and decision support to a Global Portfolio Leader, focusing on Portfolio management (technology/asset strategy, life-cycle management, profitability optimization).
+ Participate as a key member on respective Portfolio Leadership Teams.
+ Provide financial analysis to enable effective Program Management processes and prioritization, based on defined financial metrics which link R&D investments with commercial returns.
+ Drive Integrated Business Planning (IBP) process for the portfolio, including responsibility for developing financial forecast/metrics for the Integrated Reconciliation (IR).
+ Highlight areas of opportunity for portfolio to improve contribution/earnings, asset utilization and continuous improvement.
+ Support effective analysis and execution of company governance and authorization of investment and resource decisions (i.e. White Papers).
+ Effectively collaborate with Portfolio and key cross-functional partners for optimal business results, including key financial activities. Partners include global portfolio leadership teams, program management, regional/local product teams and resources.
+ Collaborate with Innovation Management to drive effective processes that provide transparency in long term planning regarding pipeline and trait transitions
**What expertise have you grown - What you bring to the table!**
**Education**
+ Bachelor's degree in accounting or Finance required.
+ MBA/CPA/CMA a plus.
**Experience**
+ 7+ Year's with prior roles in financial analysis (FP&A).
+ Previous experience working with R&D organization is highly desired.
+ Previous Ag related experience would be a plus.
+ Demonstrated high proficiency in Excel, Word and PowerPoint computer applications. PowerBI and Tableau knowledge is a plus.
+ Ability to work with multi-function teams leading projects to improve processes and results.
+ Must have solid interpersonal, written and oral communication skills.
+ Relevant Finance experience: Demonstrated ability to effectively balance financial and operational factors and analyze complex business problems to develop appropriate solutions in a timely and responsive nature. Significant experience providing senior management with financial results and analysis.
+ Data and Metrics Capable: Uses data to continuously improve success and performance. Understands the use of data, KPI's and data trending to interpret data.
+ Financial Models: Experience in preparing financial models, analyzing and making recommendations. Also experience with scenarios analysis and NPV calculations.
+ Ability to solve issues in a complex environment.
+ Critical Thinker/Problem-Solver: Demonstrates the ability to analyze, synthesize, and apply information to solve problems and recommends the best solution. Intellectually curious.
+ Must demonstrate a proactive attitude and willingness to learn and work in teams. Works well under pressure and with ambiguity.
+ Navigate through complexity and uncertainty while maintaining focus on near term and long-term business goals and balancing different perspectives from multiple stakeholders.
+ Ability to communicate upward, downward and across concisely; able to impact the conversation and influence others to desired outcomes. Can leverage business acumen and analytical insights to influence versus "report the news".
+ Flexible with diverse working styles.
Benefits - How We'll Support You:
- Numerous development opportunities offered to build your skills
- Be part of a company with a higher purpose and contribute to making the world a better place
- Health benefits for you and your family on your first day of employment
- Four weeks of paid time off and two weeks of well-being pay per year, plus paid holidays
- Excellent parental leave which includes a minimum of 16 weeks for mother and father
- Future planning with our competitive retirement savings plan and tuition reimbursement program
- Learn more about our total rewards package here - Corteva Benefits ( Check out life at Corteva! you a good match? Apply today! We seek applicants from all backgrounds to ensure we get the best, most creative talent on our team.
Corteva Agriscience is an equal opportunity employer. We are committed to embracing our differences to enrich lives, advance innovation, and boost company performance. Qualified applicants will be considered without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, military or veteran status, pregnancy related conditions (including pregnancy, childbirth, or related medical conditions), disability or any other protected status in accordance with federal, state, or local laws.
Corteva Agriscience is an equal opportunity employer. We are committed to boldly embracing the power of inclusion, diversity, and equity to enrich the lives of our employees and strengthen the performance of our company, while advancing equity in agriculture. Qualified applicants will be considered without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability or any other protected class. Discrimination, harassment and retaliation are inconsistent with our values and will not be tolerated. If you require a reasonable accommodation to search or apply for a position, please visit:Accessibility Page for Contact Information
For US Applicants: See the 'Equal Employment Opportunity is the Law' poster. To all recruitment agencies: Corteva does not accept unsolicited third party resumes and is not responsible for any fees related to unsolicited resumes.