Financial Reporting Manager
28230 Charlotte, North Carolina
Truist
Posted 4 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
+ Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
+ Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
+ Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
+ Review and update policies and procedures for compliance with regulations and corporate polices and standards.
+ Support development of new accounting processes and procedures.
+ Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
+ Interact with internal and external audit, and support for the auditing process overall.
+ Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
+ Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
+ Review and approve work of other team members.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related trainingFive years of relevant accounting or accounting policy experience;
+ Understanding of GAAP and SEC/Regulatory Reporting.
+ Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
+ Ability to build consensus through communication and presentation of factual and relevant information.
+ Strong verbal and written communication skills.
+ Strong analytical and problem-solving skills.
+ Sound and logical decision-making abilities.
+ Ability to work well with others in a dynamic, team-oriented environment.
+ Ability to work under difficult time constraints.
+ Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
**Preferred Qualifications:**
+ Master's or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge
+ Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
+ Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
+ Proficient in Essbase/Hyperion, SAP, and Workiva
+ Prior experience witheXtensible Business Reporting Language (XBRL) tagging and review.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
+ Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
+ Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
+ Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
+ Review and update policies and procedures for compliance with regulations and corporate polices and standards.
+ Support development of new accounting processes and procedures.
+ Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
+ Interact with internal and external audit, and support for the auditing process overall.
+ Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
+ Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
+ Review and approve work of other team members.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related trainingFive years of relevant accounting or accounting policy experience;
+ Understanding of GAAP and SEC/Regulatory Reporting.
+ Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
+ Ability to build consensus through communication and presentation of factual and relevant information.
+ Strong verbal and written communication skills.
+ Strong analytical and problem-solving skills.
+ Sound and logical decision-making abilities.
+ Ability to work well with others in a dynamic, team-oriented environment.
+ Ability to work under difficult time constraints.
+ Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
**Preferred Qualifications:**
+ Master's or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge
+ Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
+ Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
+ Proficient in Essbase/Hyperion, SAP, and Workiva
+ Prior experience witheXtensible Business Reporting Language (XBRL) tagging and review.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
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0
Finance Lead
28245 Charlotte, North Carolina
Cushman & Wakefield
Posted today
Job Viewed
Job Description
Job Title Finance Lead Job Description Summary Job Description Summary The Senior Finance Manager oversees the finance and accounting operations for a critical Global Occupier Services account at Cushman & Wakefield. Collaborating closely with account management, they ensure exceptional client service delivery and the successful implementation of corporate real estate strategies. Leading a dedicated team, their responsibilities include managing monthly, quarterly, and annual accounting closures, as well as overseeing budgeting, financial forecasting, variance analysis, and annual budgeting processes. Job Description Job Description Serve as point of contact for our clients, ensuring their needs are met with professionalism, empathy, and efficiency. Build strong relationships with clients to understand their requirements and exceed their expectations. Address client concerns and issues promptly and effectively, working closely with internal teams to find solutions and ensure client satisfaction. Encourage a proactive approach to problem-solving among team members. Partners with account leadership to identify and promote sharing of best practices. Establish overall finance related priorities and initiatives to ensure all reporting deadlines and goals are met. Develops, implements, and drives solutions to overcome business challenges to ensure operations team achieves financial commitments. Responsible for ensuring data integrity and compliance with internal and external controls. Conducts ongoing training sessions for account staff and operations team regarding new accounting procedures and other relevant financial programs and initiatives. Facilitate training sessions and workshops to enhance the skills and knowledge of team members in client interaction, emotional intelligence, and motivational techniques. Identify areas for improvement and implement strategies for ongoing development. Provide mentorship, guidance, and emotional support to team members to foster a positive and productive work environment. Act as a role model and motivator, inspiring team members to achieve their goals and perform at their best. Monitor team performance and provide constructive feedback to help individuals reach their full potential. Recognize and celebrate team achievements to boost morale and foster a sense of accomplishment. Monthly financial reporting responsibilities, encompassing tasks such as budgeting, forecasting, conducting General Ledger and balance sheet reviews, and preparing comprehensive monthly financial reports. Standard Requirements A minimum of 7 years of experience with roles in finance and procurement services with an emphasis in facility management and project management experience. CPA/MBA is preferred. Must have knowledge and experience with financial accounting in commercial real estate, financial reporting, forecasting, and budgeting. Prior experience in directly managing employees and multi-disciplinary teams, experience managing integrated services account preferred. Exceptional delegation skills, with the ability to train, mentor, and coach others. Excellent client relationship management, interpersonal, and analytical skills required. Excellent written and oral communications skills. Proficiency in computer systems like MS Office, Yardi, Smartsheet, PowerBi, Triana and PowerPoint. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or email . Please refer to the job title and job location when you contact us. INCO: “Cushman & Wakefield” #J-18808-Ljbffr
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1
Finance Lead
28245 Charlotte, North Carolina
Cushman Wakefield Multifamily
Posted today
Job Viewed
Job Description
Job Title Finance Lead Job Description Summary The Senior Finance Manager oversees the finance and accounting operations for a critical Global Occupier Services account at Cushman & Wakefield. Collaborating closely with account management, they ensure exceptional client service delivery and the successful implementation of corporate real estate strategies. Leading a dedicated team, their responsibilities include managing monthly, quarterly, and annual accounting closures, as well as overseeing budgeting, financial forecasting, variance analysis, and annual budgeting processes. Job Description Job Description Serve as point of contact for our clients, ensuring their needs are met with professionalism, empathy, and efficiency. Build strong relationships with clients to understand their requirements and exceed their expectations. Address client concerns and issues promptly and effectively, working closely with internal teams to find solutions and ensure client satisfaction. Encourage a proactive approach to problem-solving among team members. Partners with account leadership to identify and promote sharing of best practices. Establish overall finance related priorities and initiatives to ensure all reporting deadlines and goals are met. Develops, implements, and drives solutions to overcome business challenges to ensure operations team achieves financial commitments. Responsible for ensuring data integrity and compliance with internal and external controls. Conducts ongoing training sessions for account staff and operations team regarding new accounting procedures and other relevant financial programs and initiatives. Facilitate training sessions and workshops to enhance the skills and knowledge of team members in client interaction, emotional intelligence, and motivational techniques. Identify areas for improvement and implement strategies for ongoing development. Provide mentorship, guidance, and emotional support to team members to foster a positive and productive work environment. Act as a role model and motivator, inspiring team members to achieve their goals and perform at their best. Monitor team performance and provide constructive feedback to help individuals reach their full potential. Recognize and celebrate team achievements to boost morale and foster a sense of accomplishment. Monthly financial reporting responsibilities, encompassing tasks such as budgeting, forecasting, conducting General Ledger and balance sheet reviews, and preparing comprehensive monthly financial reports. Standard Requirements A minimum of 7 years of experience with roles in finance and procurement services with an emphasis in facility management and project management experience. CPA/MBA is preferred. Must have knowledge and experience with financial accounting in commercial real estate, financial reporting, forecasting, and budgeting. Prior experience in directly managing employees and multi-disciplinary teams, experience managing integrated services account preferred. Exceptional delegation skills, with the ability to train, mentor, and coach others. Excellent client relationship management, interpersonal, and analytical skills required. Excellent written and oral communications skills. Proficiency in computer systems like MS Office, Yardi, Smartsheet, PowerBi, Triana and PowerPoint. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1- or emailÂ. Please refer to the job title and job location when you contact us. INCO: âœCushman & Wakefieldâ #J-18808-Ljbffr
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2
Finance Analyst
28230 Charlotte, North Carolina
Motion Recruitment Partners
Posted 4 days ago
Job Viewed
Job Description
Finance Analyst
CHARLOTTE, North Carolina
**Hybrid**
Contract
$53.09/hr - $59.82/hr
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Finance Analyst in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
**Financial Data Analyst**
Contract Duration: 6 Months + possible extensions Financial Data Analyst, who understands Banking, Income statement, Capital and profitability calculations and has experience handling multiple Data sets.
**Required Skills & Experience**
+ 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
+ Understands Banking, Income statement, Capital and profitability calculations and has experience handling multiple Data set.
+ Proficiency in Excel, SQL and Power BI.
+ Advanced Data analysis
+ Advanced SQL
**Desired Skills & Experience**
+ Python preferred/helpful
**What You Will Be Doing**
+ Consult on or participate in moderately complex initiatives and deliverables within Finance and contribute to large-scale planning related to Finance deliverables.
+ Review and analyze moderately complex Finance challenges that require an in-depth evaluation of variable factors.
+ Contribute to the resolution of moderately complex issues and consult with others to meet Finance deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
+ Collaborate with client personnel in Finance.
**You will receive the following benefits:**
+ Medical Insurance - Four medical plans to choose from for you and your family
+ Dental & Orthodontia Benefits
+ Vision Benefits
+ Health Savings Account (HSA)
+ Health and Dependent Care Flexible Spending Accounts
+ Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
+ Hospital Indemnity Insurance
+ 401(k) including match with pre and post-tax options
+ Paid Sick Time Leave
+ Legal and Identity Protection Plans
+ Pre-tax Commuter Benefit
+ 529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
**Posted by:** Jennifer Reynolds
**Specialization:**
+ Accounting / Finance Professional
CHARLOTTE, North Carolina
**Hybrid**
Contract
$53.09/hr - $59.82/hr
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Finance Analyst in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
**Financial Data Analyst**
Contract Duration: 6 Months + possible extensions Financial Data Analyst, who understands Banking, Income statement, Capital and profitability calculations and has experience handling multiple Data sets.
**Required Skills & Experience**
+ 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
+ Understands Banking, Income statement, Capital and profitability calculations and has experience handling multiple Data set.
+ Proficiency in Excel, SQL and Power BI.
+ Advanced Data analysis
+ Advanced SQL
**Desired Skills & Experience**
+ Python preferred/helpful
**What You Will Be Doing**
+ Consult on or participate in moderately complex initiatives and deliverables within Finance and contribute to large-scale planning related to Finance deliverables.
+ Review and analyze moderately complex Finance challenges that require an in-depth evaluation of variable factors.
+ Contribute to the resolution of moderately complex issues and consult with others to meet Finance deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
+ Collaborate with client personnel in Finance.
**You will receive the following benefits:**
+ Medical Insurance - Four medical plans to choose from for you and your family
+ Dental & Orthodontia Benefits
+ Vision Benefits
+ Health Savings Account (HSA)
+ Health and Dependent Care Flexible Spending Accounts
+ Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
+ Hospital Indemnity Insurance
+ 401(k) including match with pre and post-tax options
+ Paid Sick Time Leave
+ Legal and Identity Protection Plans
+ Pre-tax Commuter Benefit
+ 529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
**Posted by:** Jennifer Reynolds
**Specialization:**
+ Accounting / Finance Professional
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3
Finance Director
28230 Charlotte, North Carolina
Compass Group, North America
Posted 4 days ago
Job Viewed
Job Description
Occasions
**Salary:** **$160,000 - $200,000**
**Other Forms of Compensation:** yearly bonus
**_a vision for creating remarkable events_**
FOOD FIRST. INSPIRED BY INGREDIENTS. GREAT SERVICE.
Our Approach
Since 1986, Occasions Caterers is a full service catering firm located in Washington DC and had built its premier reputation for flawless execution of elegant events. The Occasions' team works closely with our clients to design, customize and create remarkable events.
We have grown in size but maintain a boutique approach with a focus on custom menus, creative décor, expert planning and gracious service. We craft experiences through food, design and hospitality to reflect our clients unique style, taste and vision.
Come join our team of inspired professionals and be a part of the unmatched scope of knowledge, resources and relationships to produce events that exceed our clients expectation and delight in every way.
**Job Summary**
The Director of Finance will be based from New York City, NY, Boston, MA, Washington, DC or Charlotte, NC
As the **Director of Finance** you will oversee all financial aspects of the business and drive the account's financial strategy and planning. You will be responsible for assessing the financial performance of the school nutrition program. You will assist with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements.
**Key Responsibilities:**
+ Prepares and analyzes monthly Management Reporting, New Rebid and Lost Business Reporting, weekly Business Owners Reports, and AD Hoc requests as assigned
+ Provides direction to operating units and to operating management on matters involving client returns and PBO goals
+ Assists in compiling and analyzing budgets&forecasts, considering "what if" scenarios and bringing forth suggestions
+ Develops and maintains timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
+ Develops, implements, and ensures compliance with internal financial and accounting policies and procedures
+ Reviews monthly results and implements monthly variance reporting
+ Implements policies and procedures to ensure that personnel and financial information is secure and stored in compliance with current legislation
+ Establishes guidelines for budget and forecast preparation, and prepares the annual budget in consultation with the regional Vice President
**Preferred Qualifications:**
+ Bachelor's degree (B. A.) from four-year College or University in Accounting or Finance; Five plus years of related experience, including reporting and analysis
+ Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors
+ Independent thinking with ability to define problems, collect data, establish facts, and draw valid conclusions. Detail orientation and ability to analyze data, trends and processes. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
+ Strong experience with SAP, Excel, Power Point and Access
+ Strong organization and time management skills are necessary to manage and complete multiple and shifting priorities/projects with accuracy and timeliness
+ Strong professional and interpersonal skills (negotiation and influencing others) as well as written communication skills
+ Knowledge of generally accepted accounting principles
**Apply to Occasions Caterers today!**
_Occasions Caterers is a member of Compass Group USA_
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.**
**Applications are accepted on an ongoing basis.**
Req ID:1455177
Occasions
Jacinda Moore
**Salary:** **$160,000 - $200,000**
**Other Forms of Compensation:** yearly bonus
**_a vision for creating remarkable events_**
FOOD FIRST. INSPIRED BY INGREDIENTS. GREAT SERVICE.
Our Approach
Since 1986, Occasions Caterers is a full service catering firm located in Washington DC and had built its premier reputation for flawless execution of elegant events. The Occasions' team works closely with our clients to design, customize and create remarkable events.
We have grown in size but maintain a boutique approach with a focus on custom menus, creative décor, expert planning and gracious service. We craft experiences through food, design and hospitality to reflect our clients unique style, taste and vision.
Come join our team of inspired professionals and be a part of the unmatched scope of knowledge, resources and relationships to produce events that exceed our clients expectation and delight in every way.
**Job Summary**
The Director of Finance will be based from New York City, NY, Boston, MA, Washington, DC or Charlotte, NC
As the **Director of Finance** you will oversee all financial aspects of the business and drive the account's financial strategy and planning. You will be responsible for assessing the financial performance of the school nutrition program. You will assist with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements.
**Key Responsibilities:**
+ Prepares and analyzes monthly Management Reporting, New Rebid and Lost Business Reporting, weekly Business Owners Reports, and AD Hoc requests as assigned
+ Provides direction to operating units and to operating management on matters involving client returns and PBO goals
+ Assists in compiling and analyzing budgets&forecasts, considering "what if" scenarios and bringing forth suggestions
+ Develops and maintains timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
+ Develops, implements, and ensures compliance with internal financial and accounting policies and procedures
+ Reviews monthly results and implements monthly variance reporting
+ Implements policies and procedures to ensure that personnel and financial information is secure and stored in compliance with current legislation
+ Establishes guidelines for budget and forecast preparation, and prepares the annual budget in consultation with the regional Vice President
**Preferred Qualifications:**
+ Bachelor's degree (B. A.) from four-year College or University in Accounting or Finance; Five plus years of related experience, including reporting and analysis
+ Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors
+ Independent thinking with ability to define problems, collect data, establish facts, and draw valid conclusions. Detail orientation and ability to analyze data, trends and processes. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
+ Strong experience with SAP, Excel, Power Point and Access
+ Strong organization and time management skills are necessary to manage and complete multiple and shifting priorities/projects with accuracy and timeliness
+ Strong professional and interpersonal skills (negotiation and influencing others) as well as written communication skills
+ Knowledge of generally accepted accounting principles
**Apply to Occasions Caterers today!**
_Occasions Caterers is a member of Compass Group USA_
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.**
**Applications are accepted on an ongoing basis.**
Req ID:1455177
Occasions
Jacinda Moore
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4
Finance Manager
28230 Charlotte, North Carolina
First Horizon Bank
Posted 9 days ago
Job Viewed
Job Description
**Description**
**Location** : On site in Memphis, TN, Coral Gables, FL, Raleigh, NC or Charlotte, NC.
**Summary** :
The Finance Manager position plays a strategic role in supporting core Lines of Business (LOBs) and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is responsible for designing and producing reports and dashboards, conducting financial modeling, and partnering with stakeholders to support planning, forecasting, and performance management. The ideal candidate is a problem solver with strong technical expertise in Excel, Essbase, Power BI, and PowerPoint, along with a deep understanding of banking finance or financial services.
**Essential Duties and Responsibilities** :
- Act as a trusted financial advisor to Regional and LOB leadership, delivering data-driven insights to support decision-making
- Develop, enhance, and maintain monthly and quarterly financial reports for LOB and Regional performance, focusing on net interest margin, revenue, expense, profitability, and balance sheet metrics.
- Lead Regional financial performance reviews with variance analysis (vs. budget , prior periods), incorporating business commentary and drivers
- Work with business and finance leaders to identify KPIs and develop reporting to track performance at segment and more granular levels
- Serve as a key player in the annual budget and forecast process, partnering with leaders to set targets, develop assumptions, and align financial plans with strategic objectives
- Manage and mentor a small team of analysts, providing direction, feedback, and development opportunities to ensure high performance and career growth
- Compare bank trends to outside data such as H8 weekly report
- Work with other business partners to centralize data into BI reporting tools
- Support key strategic initiatives within the finance function
**Compliance** :
Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods
**Qualifications** :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. Bachelor (4-year college) degree and 8+ years of financial analysis experience, preferably within a financial institution
2. Solid understanding of finance principles, including key bank performance metrics
3. Strong analytical skills with ability to identify trends, perform complex calculations and interpret data
4. Strong presentation (oral and written communication ) skills with ability to effectively communicate to senior executives and finance partners.
5. Advanced computer skills required: Excel, Access, PowerPoint
6. Preferred skills: Hyperion Essbase, SQL, Power BI, Alteryx
7. Team orientation and excellent interpersonal skills
8. Ability to manage multiple tasks and meet deadlines
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook
X formerly Twitter
LinkedIn
Instagram
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
**Location** : On site in Memphis, TN, Coral Gables, FL, Raleigh, NC or Charlotte, NC.
**Summary** :
The Finance Manager position plays a strategic role in supporting core Lines of Business (LOBs) and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is responsible for designing and producing reports and dashboards, conducting financial modeling, and partnering with stakeholders to support planning, forecasting, and performance management. The ideal candidate is a problem solver with strong technical expertise in Excel, Essbase, Power BI, and PowerPoint, along with a deep understanding of banking finance or financial services.
**Essential Duties and Responsibilities** :
- Act as a trusted financial advisor to Regional and LOB leadership, delivering data-driven insights to support decision-making
- Develop, enhance, and maintain monthly and quarterly financial reports for LOB and Regional performance, focusing on net interest margin, revenue, expense, profitability, and balance sheet metrics.
- Lead Regional financial performance reviews with variance analysis (vs. budget , prior periods), incorporating business commentary and drivers
- Work with business and finance leaders to identify KPIs and develop reporting to track performance at segment and more granular levels
- Serve as a key player in the annual budget and forecast process, partnering with leaders to set targets, develop assumptions, and align financial plans with strategic objectives
- Manage and mentor a small team of analysts, providing direction, feedback, and development opportunities to ensure high performance and career growth
- Compare bank trends to outside data such as H8 weekly report
- Work with other business partners to centralize data into BI reporting tools
- Support key strategic initiatives within the finance function
**Compliance** :
Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods
**Qualifications** :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. Bachelor (4-year college) degree and 8+ years of financial analysis experience, preferably within a financial institution
2. Solid understanding of finance principles, including key bank performance metrics
3. Strong analytical skills with ability to identify trends, perform complex calculations and interpret data
4. Strong presentation (oral and written communication ) skills with ability to effectively communicate to senior executives and finance partners.
5. Advanced computer skills required: Excel, Access, PowerPoint
6. Preferred skills: Hyperion Essbase, SQL, Power BI, Alteryx
7. Team orientation and excellent interpersonal skills
8. Ability to manage multiple tasks and meet deadlines
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
X formerly Twitter
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
View Now
5
Finance Lead
28230 Charlotte, North Carolina
Cushman & Wakefield
Posted 9 days ago
Job Viewed
Job Description
**Job Title**
Finance Lead
**Job Description Summary**
Job Description Summary
The Senior Finance Manager oversees the finance and accounting operations for a critical Global Occupier Services account at Cushman & Wakefield. Collaborating closely with account management, they ensure exceptional client service delivery and the successful implementation of corporate real estate strategies. Leading a dedicated team, their responsibilities include managing monthly, quarterly, and annual accounting closures, as well as overseeing budgeting, financial forecasting, variance analysis, and annual budgeting processes.
**Job Description**
**Job Description**
+ Serve as point of contact for our clients, ensuring their needs are met with professionalism, empathy, and efficiency. Build strong relationships with clients to understand their requirements and exceed their expectations.
+ Address client concerns and issues promptly and effectively, working closely with internal teams to find solutions and ensure client satisfaction. Encourage a proactive approach to problem-solving among team members.
+ Partners with account leadership to identify and promote sharing of best practices.
+ Establish overall finance related priorities and initiatives to ensure all reporting deadlines and goals are met.
+ Develops, implements, and drives solutions to overcome business challenges to ensure operations team achieves financial commitments.
+ Responsible for ensuring data integrity and compliance with internal and external controls.
+ Conducts ongoing training sessions for account staff and operations team regarding new accounting procedures and other relevant financial programs and initiatives.
+ Facilitate training sessions and workshops to enhance the skills and knowledge of team members in client interaction, emotional intelligence, and motivational techniques. Identify areas for improvement and implement strategies for ongoing development.
+ Provide mentorship, guidance, and emotional support to team members to foster a positive and productive work environment. Act as a role model and motivator, inspiring team members to achieve their goals and perform at their best.
+ Monitor team performance and provide constructive feedback to help individuals reach their full potential. Recognize and celebrate team achievements to boost morale and foster a sense of accomplishment.
+ Monthly financial reporting responsibilities, encompassing tasks such as budgeting, forecasting, conducting General Ledger and balance sheet reviews, and preparing comprehensive monthly financial reports.
**Standard Requirements**
+ A minimum of 7 years of experience with roles in finance and procurement services with an emphasis in facility management and project management experience.
+ CPA/MBA is preferred.
+ Must have knowledge and experience with financial accounting in commercial real estate, financial reporting, forecasting, and budgeting.
+ Prior experience in directly managing employees and multi-disciplinary teams, experience managing integrated services account preferred.
+ Exceptional delegation skills, with the ability to train, mentor, and coach others.
+ Excellent client relationship management, interpersonal, and analytical skills required.
+ Excellent written and oral communications skills.
+ Proficiency in computer systems like MS Office, Yardi, Smartsheet, PowerBi, Triana and PowerPoint.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Finance Lead
**Job Description Summary**
Job Description Summary
The Senior Finance Manager oversees the finance and accounting operations for a critical Global Occupier Services account at Cushman & Wakefield. Collaborating closely with account management, they ensure exceptional client service delivery and the successful implementation of corporate real estate strategies. Leading a dedicated team, their responsibilities include managing monthly, quarterly, and annual accounting closures, as well as overseeing budgeting, financial forecasting, variance analysis, and annual budgeting processes.
**Job Description**
**Job Description**
+ Serve as point of contact for our clients, ensuring their needs are met with professionalism, empathy, and efficiency. Build strong relationships with clients to understand their requirements and exceed their expectations.
+ Address client concerns and issues promptly and effectively, working closely with internal teams to find solutions and ensure client satisfaction. Encourage a proactive approach to problem-solving among team members.
+ Partners with account leadership to identify and promote sharing of best practices.
+ Establish overall finance related priorities and initiatives to ensure all reporting deadlines and goals are met.
+ Develops, implements, and drives solutions to overcome business challenges to ensure operations team achieves financial commitments.
+ Responsible for ensuring data integrity and compliance with internal and external controls.
+ Conducts ongoing training sessions for account staff and operations team regarding new accounting procedures and other relevant financial programs and initiatives.
+ Facilitate training sessions and workshops to enhance the skills and knowledge of team members in client interaction, emotional intelligence, and motivational techniques. Identify areas for improvement and implement strategies for ongoing development.
+ Provide mentorship, guidance, and emotional support to team members to foster a positive and productive work environment. Act as a role model and motivator, inspiring team members to achieve their goals and perform at their best.
+ Monitor team performance and provide constructive feedback to help individuals reach their full potential. Recognize and celebrate team achievements to boost morale and foster a sense of accomplishment.
+ Monthly financial reporting responsibilities, encompassing tasks such as budgeting, forecasting, conducting General Ledger and balance sheet reviews, and preparing comprehensive monthly financial reports.
**Standard Requirements**
+ A minimum of 7 years of experience with roles in finance and procurement services with an emphasis in facility management and project management experience.
+ CPA/MBA is preferred.
+ Must have knowledge and experience with financial accounting in commercial real estate, financial reporting, forecasting, and budgeting.
+ Prior experience in directly managing employees and multi-disciplinary teams, experience managing integrated services account preferred.
+ Exceptional delegation skills, with the ability to train, mentor, and coach others.
+ Excellent client relationship management, interpersonal, and analytical skills required.
+ Excellent written and oral communications skills.
+ Proficiency in computer systems like MS Office, Yardi, Smartsheet, PowerBi, Triana and PowerPoint.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
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6
VP, FINANCE
28230 Charlotte, North Carolina
Compass Group, North America
Posted 9 days ago
Job Viewed
Job Description
Chartwells K12
Diversity of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!
Chartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,300 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational experience driven by top culinary, nutrition, wellness, and sustainability talent. For more information, visit .
**Job Summary**
Chartwells K12 is seeking a dynamic and strategic **Vice President of Finance** to lead financial strategy, drive operational performance, and support balanced growth for our $1.3B K-12 portfolio. This is a high-impact leadership role for a forward-thinking, analytical finance executive with a proven ability to influence senior partners, develop talent, and embed financial rigor in a purposeful, operationally complex environment.
Reporting to the Chief Financial Officer, the VP of Finance will serve as a key business partner to senior operations leaders, leading all aspects of forecasting, budgeting, deal analysis, financial planning, and performance improvement initiatives. This role is central to aligning finance with enterprise strategy and delivering measurable outcomes through collaboration, innovation, and accountability.
**Key Responsibilities:**
**Strategic Finance&Business Partnership**
+ Act as the primary financial advisor to the CFO and operational leadership, translating financial insights into actionable business decisions.
+ Partner with Sales and Operations to evaluate new business opportunities and renewals, including pricing strategy, margin analysis, and client-facing deal modeling.
+ Drive financial alignment between sector strategy and corporate expectations.
**Financial Planning&Analysis**
+ Lead the budgeting, forecasting, and long-range planning process across regions and accounts.
+ Monitor sector performance against financial goals and proactively identify risks, gaps, and opportunities.
+ Standardize reporting and financial processes to enable transparency and performance accountability.
**Operational Enablement&Improvement in Execution**
+ Embed financial discipline across the sector, including account-level profitability reviews, labor management, and cost control optimization.
+ Liaise with corporate departments (e.g., IT, HR, Accounting) to ensure alignment, tool adoption, and systems integration.
+ Champion change and continuous improvement through thoughtful financial frameworks and communication.
**Leadership&Culture**
+ Develop, mentor, and retain a high-performing finance team across the business.
+ Improve financial acumen across non-finance functions through education and collaborative planning.
+ Model ethical leadership, and innovation while helping shape a culture of excellence and shared success.
**Qualifications:**
+ Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred
+ 8+ years of progressive financial leadership experience in a multi-site, matrixed organization (e.g., food service, hospitality, retail, or healthcare strongly preferred)
+ Demonstrated success in FP&A, forecasting, business partnering, and deal support
+ Strong analytical, communication, and influencing skills with executive presence
+ Experience with financial systems, reporting tools, and operational dashboards
+ Background in operational improvement, project management, or change leadership is a strong plus
**Associates at Chartwells K-12 are offered many fantastic benefits.**
Both full-time and part-time positions offer the following benefits to associates:
+ Retirement Plan
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
In addition, full-time positions also offer the following benefits to associates:
+ Medical
+ Dental
+ Vision
+ Life Insurance/AD
+ Disability Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
_Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws._ _For positions in Washington State, Maryland, or to be performed Remotely,_ _click here ( _for paid time off benefits information._
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Chartwells K-12 maintains a drug-free workplace.
Diversity of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!
Chartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,300 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational experience driven by top culinary, nutrition, wellness, and sustainability talent. For more information, visit .
**Job Summary**
Chartwells K12 is seeking a dynamic and strategic **Vice President of Finance** to lead financial strategy, drive operational performance, and support balanced growth for our $1.3B K-12 portfolio. This is a high-impact leadership role for a forward-thinking, analytical finance executive with a proven ability to influence senior partners, develop talent, and embed financial rigor in a purposeful, operationally complex environment.
Reporting to the Chief Financial Officer, the VP of Finance will serve as a key business partner to senior operations leaders, leading all aspects of forecasting, budgeting, deal analysis, financial planning, and performance improvement initiatives. This role is central to aligning finance with enterprise strategy and delivering measurable outcomes through collaboration, innovation, and accountability.
**Key Responsibilities:**
**Strategic Finance&Business Partnership**
+ Act as the primary financial advisor to the CFO and operational leadership, translating financial insights into actionable business decisions.
+ Partner with Sales and Operations to evaluate new business opportunities and renewals, including pricing strategy, margin analysis, and client-facing deal modeling.
+ Drive financial alignment between sector strategy and corporate expectations.
**Financial Planning&Analysis**
+ Lead the budgeting, forecasting, and long-range planning process across regions and accounts.
+ Monitor sector performance against financial goals and proactively identify risks, gaps, and opportunities.
+ Standardize reporting and financial processes to enable transparency and performance accountability.
**Operational Enablement&Improvement in Execution**
+ Embed financial discipline across the sector, including account-level profitability reviews, labor management, and cost control optimization.
+ Liaise with corporate departments (e.g., IT, HR, Accounting) to ensure alignment, tool adoption, and systems integration.
+ Champion change and continuous improvement through thoughtful financial frameworks and communication.
**Leadership&Culture**
+ Develop, mentor, and retain a high-performing finance team across the business.
+ Improve financial acumen across non-finance functions through education and collaborative planning.
+ Model ethical leadership, and innovation while helping shape a culture of excellence and shared success.
**Qualifications:**
+ Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred
+ 8+ years of progressive financial leadership experience in a multi-site, matrixed organization (e.g., food service, hospitality, retail, or healthcare strongly preferred)
+ Demonstrated success in FP&A, forecasting, business partnering, and deal support
+ Strong analytical, communication, and influencing skills with executive presence
+ Experience with financial systems, reporting tools, and operational dashboards
+ Background in operational improvement, project management, or change leadership is a strong plus
**Associates at Chartwells K-12 are offered many fantastic benefits.**
Both full-time and part-time positions offer the following benefits to associates:
+ Retirement Plan
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
In addition, full-time positions also offer the following benefits to associates:
+ Medical
+ Dental
+ Vision
+ Life Insurance/AD
+ Disability Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
_Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws._ _For positions in Washington State, Maryland, or to be performed Remotely,_ _click here ( _for paid time off benefits information._
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Chartwells K-12 maintains a drug-free workplace.
View Now
7
Finance Manager
28230 Charlotte, North Carolina
CBRE
Posted 12 days ago
Job Viewed
Job Description
Finance Manager
Job ID
230452
Posted
22-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America
Global Workplace Solutions (GWS) - Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, strategic planning, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
-Support the training and development of staff.
-Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
-Own the budgeting process, forecasting process, strategic planning process, and standard management reporting.
-Prepare balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
-Prepare and approve basic monthly journal entries.
-Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
-Coordinate research, development, and preparation of accounting policy and procedures.
-Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
-Influence parties of shared interests to reach an agreement.
-Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
-Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
-Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
-Serve as a cultural ambassador while on-site with the client, promoting organizational values and fostering a positive work environment.
-Participate actively in client meetings by providing financial insights, supporting strategic discussions, and ensuring alignment with client objectives.
**What You'll Need:**
-Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
-Bachelor's Degree preferred with 3-5 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 preferred.
-Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
-Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
-In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
-Extensive organizational skills with a strong inquisitive mindset.
-Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**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)
Job ID
230452
Posted
22-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America
Global Workplace Solutions (GWS) - Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, strategic planning, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
-Support the training and development of staff.
-Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
-Own the budgeting process, forecasting process, strategic planning process, and standard management reporting.
-Prepare balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
-Prepare and approve basic monthly journal entries.
-Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
-Coordinate research, development, and preparation of accounting policy and procedures.
-Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
-Influence parties of shared interests to reach an agreement.
-Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
-Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
-Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
-Serve as a cultural ambassador while on-site with the client, promoting organizational values and fostering a positive work environment.
-Participate actively in client meetings by providing financial insights, supporting strategic discussions, and ensuring alignment with client objectives.
**What You'll Need:**
-Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
-Bachelor's Degree preferred with 3-5 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 preferred.
-Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
-Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
-In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
-Extensive organizational skills with a strong inquisitive mindset.
-Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**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)
View Now
8
Finance Manager
28230 Charlotte, North Carolina
Citizens
Posted 24 days ago
Job Viewed
Job Description
Description
Finance Manager
We are building the bank for the future. We are focused on what matters most.and prioritizing well to deliver for our customers!
As an employee of Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with national presence and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering for our customers.
This Financial Planning & Analysis (FP&A) position is responsible for providing insightful financial support for Private Bank and Private Wealth. This role offers a unique opportunity to contribute to the management and forecast of an entire business unit's P&L and Balance Sheet. This is a small BUT high impact team that is constantly challenging processes to create efficiencies focused on driving positive business outcomes and supporting leadership's vision. This requires close partnership with key leaders and supports an area of strategic importance for the firm. The successful candidate will work with various teams within the organization to ensure the integrity of the financial forecast within CFG's CFO framework and will be encouraged to seek out ways to transform the way the finance team supports the business as it matures. This candidate will be part of an exciting journey and team charged with establishing routines, financial reporting and building various financial analyses to support ongoing strategic decisions to grow the Private Bank.
Primary responsibilities include:
+ Managing the reporting and forecasting processes for the Private Bank and Private Wealth, including month end and quarter end close, monthly financial reviews, and rolling forecasts
+ Building the financial story for monthly business and performance reviews through analyzing financial performance, including variance analysis, to identify trends, risks, and opportunities. Review explanations of variance for sufficiency, clarity, and value
+ Developing and delivering analyses that demonstrate the value of the Private Bank business to the overall bank
+ Partnering with the Finance team to identify and drive process improvements, including management / organization of metric data, and creation of standard and ad-hoc reports
+ Assist in the development of financial strategies and business cases for new initiatives and investments
+ Conduct ad-hoc financial analysis and support special projects as needed
Qualifications
+ 5+ years' experience in financial analysis including the ability to perform ratevolumemix analytics from balance sheet and revenue accounts; experience in banking is required
+ High level of attention to detail and accuracy, with strong organizational and time-management skills
+ Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights
+ Strong communication and partnering skills with a demonstrated ability to work effectively with internal colleagues and partners
+ Demonstrated ability to think deeply and understand the big picture, while working through the details required to ensure accountability for results
+ Proficiency with Microsoft Excel, PowerPoint, & Word; skills with query logic such as SQL and PowerQuery desired
+ Bachelors Degree in Finance/Accounting required or Science/Engineering/Math with 5+ years of relevant experience
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Finance Manager
We are building the bank for the future. We are focused on what matters most.and prioritizing well to deliver for our customers!
As an employee of Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with national presence and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering for our customers.
This Financial Planning & Analysis (FP&A) position is responsible for providing insightful financial support for Private Bank and Private Wealth. This role offers a unique opportunity to contribute to the management and forecast of an entire business unit's P&L and Balance Sheet. This is a small BUT high impact team that is constantly challenging processes to create efficiencies focused on driving positive business outcomes and supporting leadership's vision. This requires close partnership with key leaders and supports an area of strategic importance for the firm. The successful candidate will work with various teams within the organization to ensure the integrity of the financial forecast within CFG's CFO framework and will be encouraged to seek out ways to transform the way the finance team supports the business as it matures. This candidate will be part of an exciting journey and team charged with establishing routines, financial reporting and building various financial analyses to support ongoing strategic decisions to grow the Private Bank.
Primary responsibilities include:
+ Managing the reporting and forecasting processes for the Private Bank and Private Wealth, including month end and quarter end close, monthly financial reviews, and rolling forecasts
+ Building the financial story for monthly business and performance reviews through analyzing financial performance, including variance analysis, to identify trends, risks, and opportunities. Review explanations of variance for sufficiency, clarity, and value
+ Developing and delivering analyses that demonstrate the value of the Private Bank business to the overall bank
+ Partnering with the Finance team to identify and drive process improvements, including management / organization of metric data, and creation of standard and ad-hoc reports
+ Assist in the development of financial strategies and business cases for new initiatives and investments
+ Conduct ad-hoc financial analysis and support special projects as needed
Qualifications
+ 5+ years' experience in financial analysis including the ability to perform ratevolumemix analytics from balance sheet and revenue accounts; experience in banking is required
+ High level of attention to detail and accuracy, with strong organizational and time-management skills
+ Excellent analytical skills with the ability to interpret complex financial data and provide actionable insights
+ Strong communication and partnering skills with a demonstrated ability to work effectively with internal colleagues and partners
+ Demonstrated ability to think deeply and understand the big picture, while working through the details required to ensure accountability for results
+ Proficiency with Microsoft Excel, PowerPoint, & Word; skills with query logic such as SQL and PowerQuery desired
+ Bachelors Degree in Finance/Accounting required or Science/Engineering/Math with 5+ years of relevant experience
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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