3,492 Financial Leader jobs in the United States

Business/Financial Planning Leader (Aviation) (San Francisco)

94110 San Francisco, California Garver Engineering

Posted 12 days ago

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Job Description

full time






Careers
Business/Financial Planning Leader (Aviation)
Frisco, Texas








This position would lead Garver's new business/financial planning practice in the aviation industry. Other industries Garver currently works in (e.g. water, transportation, etc.) may be served as well. However, this position description will focus specifically on considerations related to the aviation industry.



Potential types of aviation business/financial projects the individual would be responsible for leading include:



  • Airline rates and charges model development and negotiations

  • Detailed Capital Improvement Program (CIP) financial planning including modeling for different project financing alternatives

  • Non-airline rates and charges studies and negotiations (e.g., landing fees, lease rates, parking, concessionaires, etc.)

  • Debt service review and analysis (e.g., different types of bonds and financial impacts of each)

  • Financial feasibility and business analysis studies (e.g., business cases, etc.)

  • Cost-benefit analysis

  • Passenger Facility Charges (PFC) budgets and applications

  • Customer Facility Charge (CFC) rate setting and negotiations

  • Fiscal management consulting (e.g., fiscal projections, budgeting) for capital and operating budgets and expenditures, forecasting sensitivity analysis, and reports and presentations

  • Advise on Generally Accepted Accounting Principles (GAAP)


Roles and Responsibilities



  • Lead marketing/pursuit efforts across the United States to develop a financial/business planning practice in aviation.

  • Lead technical aspects of financial analysis work including the project types identified in the overview section.


Skills and Expertise



  • Excellent oral and written communication skills.

  • Ability to convey complex financial messages using spreadsheets, dashboards, or other visualization methods.

  • Ability to collaborate and cross sell other Garver services (e.g., engineering, planning, etc.).

  • Effective at building and maintaining client relationships.

  • Ability to work quickly and efficiently.

  • Knowledge and experience with Title 2, Part 200 of the Code of Federal Regulations (CFR) - 2 CFR, Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards

  • Knowledge of FAA grant assurances


Experience



  • 10+ years experience in airport/aviation financial planning and modeling.

  • Aviation financial analysis experience with airside, terminal, and landside projects.

  • Previous consulting experience.

  • Solid connections to multiple commercial service airports.



Grow With Us


Garver offers its employees programs such as company-paid professional memberships, company support for industry licenses and continuing education opportunities that foster a progressive atmosphere. Garver provides the tools, resources, and environment to develop leaders, stimulate ideas, and accomplish projects. By offering highly competitive salary packages, attractive benefits, and a comprehensive wellness program; Garver walks the talk when it comes to work-life balance.



Founded in 1919, Garver is an employee-owned engineering, planning, and environmental services firm focused on aviation, transportation, buildings, federal, water and wastewater services; surveying; advisory services; and construction engineering and inspection. In the top 100 of Engineering News-Record's Top 500 Design Firms list, with more than 1,300 employees, Garver has a people-first culture that drives innovative, client-first service and is consistently recognized as a best firm to work for by Zweig Group. Learn how Garver invests in people and places they call home at GarverUSA.com.



Garver is committed to providing equal employment opportunities to all applicants and employees. Our employment practices are based upon an individual's capabilities and qualifications without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other category protected by law.




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Business/Financial Planning Leader (Aviation) (Town of Texas)

54417 Shawano, Wisconsin Garver Engineering

Posted 12 days ago

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Job Description

full time






Careers
Business/Financial Planning Leader (Aviation)
Frisco, Texas








This position would lead Garver's new business/financial planning practice in the aviation industry. Other industries Garver currently works in (e.g. water, transportation, etc.) may be served as well. However, this position description will focus specifically on considerations related to the aviation industry.



Potential types of aviation business/financial projects the individual would be responsible for leading include:



  • Airline rates and charges model development and negotiations

  • Detailed Capital Improvement Program (CIP) financial planning including modeling for different project financing alternatives

  • Non-airline rates and charges studies and negotiations (e.g., landing fees, lease rates, parking, concessionaires, etc.)

  • Debt service review and analysis (e.g., different types of bonds and financial impacts of each)

  • Financial feasibility and business analysis studies (e.g., business cases, etc.)

  • Cost-benefit analysis

  • Passenger Facility Charges (PFC) budgets and applications

  • Customer Facility Charge (CFC) rate setting and negotiations

  • Fiscal management consulting (e.g., fiscal projections, budgeting) for capital and operating budgets and expenditures, forecasting sensitivity analysis, and reports and presentations

  • Advise on Generally Accepted Accounting Principles (GAAP)


Roles and Responsibilities



  • Lead marketing/pursuit efforts across the United States to develop a financial/business planning practice in aviation.

  • Lead technical aspects of financial analysis work including the project types identified in the overview section.


Skills and Expertise



  • Excellent oral and written communication skills.

  • Ability to convey complex financial messages using spreadsheets, dashboards, or other visualization methods.

  • Ability to collaborate and cross sell other Garver services (e.g., engineering, planning, etc.).

  • Effective at building and maintaining client relationships.

  • Ability to work quickly and efficiently.

  • Knowledge and experience with Title 2, Part 200 of the Code of Federal Regulations (CFR) - 2 CFR, Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards

  • Knowledge of FAA grant assurances


Experience



  • 10+ years experience in airport/aviation financial planning and modeling.

  • Aviation financial analysis experience with airside, terminal, and landside projects.

  • Previous consulting experience.

  • Solid connections to multiple commercial service airports.



Grow With Us


Garver offers its employees programs such as company-paid professional memberships, company support for industry licenses and continuing education opportunities that foster a progressive atmosphere. Garver provides the tools, resources, and environment to develop leaders, stimulate ideas, and accomplish projects. By offering highly competitive salary packages, attractive benefits, and a comprehensive wellness program; Garver walks the talk when it comes to work-life balance.



Founded in 1919, Garver is an employee-owned engineering, planning, and environmental services firm focused on aviation, transportation, buildings, federal, water and wastewater services; surveying; advisory services; and construction engineering and inspection. In the top 100 of Engineering News-Record's Top 500 Design Firms list, with more than 1,300 employees, Garver has a people-first culture that drives innovative, client-first service and is consistently recognized as a best firm to work for by Zweig Group. Learn how Garver invests in people and places they call home at GarverUSA.com.



Garver is committed to providing equal employment opportunities to all applicants and employees. Our employment practices are based upon an individual's capabilities and qualifications without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other category protected by law.




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Financial Services Leader - Accounting Manager

78232 San Antonio, Texas $70000 Annually SpectrumAM

Posted 12 days ago

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Job Description

full-time permanent

Financial Services Manager (Accounting Manager) – HOA Management Company


Do you want to oversee your own team?   Do you want to work in a stable, recession-proof industry? Do you want to have a significant impact at work, make a difference, and grow professionally? Are you an experienced team leader with a proven record of accomplishment in a customer service environment? Have you led a team with ten employees or more, for at least 6 years, and managed a demanding service product with deadlines and legal requirements?

We are looking for someone with a talent for team development and motivation. We would like you to be competitive and quality oriented.

Deadlines and accuracy matter to you a great deal. Being the best, providing great customer service, engaging in proactive communication, and technical accuracy are not just words – rather, it is what describes you! These traits, together with a positive attitude, will determine your level of success in this role.

Summary:

Our Financial Services Manager is an operational team leader over a staff of Bookkeepers and others. This role oversees and leads a group responsible for the preparation and maintenance of client financial records including balance sheets, income statements, bank reconciliations, general ledger reports, cash disbursements, and cash flow statements for over 500 of our customers. There are additional requirements related to the banking, client set up, deposits, reporting, and tax preparation as well.

Experience in our industry is NOT required . We have a fantastic training program and learning system to assist you in becoming the expert. All we ask for is a leader with a servant attitude who enjoys developing and supporting others.  We would like to see at least 10 years of solid leadership and management experience in financial services, banking, accounting, or similar fields, along with a bachelor's degree with major coursework in accounting.

The Financial Services Manager is responsible for providing direction and leadership to the team by guiding and leading the department to deliver service that meets or exceeds client expectations while delivering and adhering to our award-winning culture. The Financial Services Manager will foster a supportive department culture that expects nothing less than being experts, is diligent in problem solving, and passionate about returning all customer calls and correspondence the same day.

Please visit our website at   to learn more about our company and industry.

Essential Duties and Responsibilities

  • Oversee the consistent, accurate delivery of accounting services for our customers.

  • Manage, lead, and develop a team of bookkeepers and other staff to ensure a consistent service product delivery.

  • Provide staff with ongoing development, positive motivation, training, and coaching.

  • Develop and maintain positive relationships with banking partners, vendors, internal staff, and external customers.

  • Autonomous, proactive leadership of the department and service delivery.

  • Manages daily activities of staff, reviews employee activities for completeness, accuracy, and effectiveness.

  • Be an always-positive opinion-maker in the leadership team and believe in the good in people.

  • Supports and leads fraud prevention efforts both internally and on behalf of our customers.

  • The leader in this role must be able to commute to the San Antonio office daily, for team collaboration, onsite functions, staff development, and leadership meetings.  We believe visible, frequent, in-person leadership by the Financial Services Manager is a key component of developing a strong team culture. 



Our vibrant culture is everything to us. We are only looking for professionals interested in joining and being part of a work family. The person next to you is incredibly important in how you measure your success. If someone asks for help you always volunteer just like they would do for you. We are all students and teachers on our teams.

What does it look like to be an employee at Spectrum Association Management?

-99% of employees believe in the company leadership and future success of the organization.

-96% of employees are proud to work here and love their coworkers!

SPECTRUM ASSOCIATION MANAGEMENT HIGHLIGHTED BENEFITS

We offer a comprehensive package that is more than just a paycheck.

  • Recognized as Best Places to Work 18 years in a row!

  • Fastest Growing Company - Fast Track 50 in 2020.

  • San Antonio-based homeowners’ association management company.

  • Privately owned with over 20 years in business and during those years, we have never had to lay anyone off.

  • Work / Life balance.

  • 5 weeks of PTO to allow for rest, travel, family, and your hobbies.

  • Eleven paid annual holidays

  • Forty paid hours per year for community service activities.

  • Paid Training - Internal Learning and Development Management System.

  • Full suite of benefits includes Medical, Dental, Vision, STD/LTD, Life/AD&D and a 401k program.

  • Free medical clinic in-house (in San Antonio office – virtual appointments for other offices).

  • Mileage allowance when needed

  • Reports to the Vice President of Operations.

  • The salary range begins at $70-75,000 based on experience

  • Office Location:  17319 San Pedro Ave. - San Antonio, TX 78232

If your application is a good match, you can expect to be contacted to schedule a video interview as the next step.

Spectrum Association Management is an Equal Opportunity Employer.

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Senior Leader, Financial Planning and Analysis

33646 Tampa, Florida Coca-Cola Beverages Florida

Posted today

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Job Description

Senior Director, Financial Planning and Analysis Tampa, FL, USA Job Description Posted Thursday, August 14, 2025 at 4:00 AM Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largestprivately-heldand the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Director to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office. What You Will Do: The Senior Director of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO). Roles and Responsibilities: Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives. Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices. Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making. Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives. Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies. Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential For this role, you will need: Bachelor’s degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred. Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role. Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders. Proficiency in financial modeling, forecasting, and budgeting tools and software. Experience in the beverage or consumer goods industry is a plus. Strong leadership and team management skills, with the ability to inspire and motivate a team. Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools. Willing to travel (10-20%) This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida isat-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr

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Client Growth Office - Banking/Financial Services Leader

10176 New York, New York NTT DATA North America

Posted 24 days ago

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Job Description

**Req ID:** 334453
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
We are currently seeking a Client Growth Office - Banking/Financial Services Leader to join our team in New York, New York (US-NY), United States (US).
The **Banking and Financial Services Industry Leader** is a critical, high-visibility leadership role. The role is responsible for designing and executing an industry segment strategy, capturing significant growth, profitability, and long-term sustainability in the Banking and Financial Services market space in the US, followed by a strategy covering a set of selected countries and global banks.
While working in a matrix with industry client executives, sales teams, delivery and consulting, this roles drives client solutions that span the firm's broad suite of service offerings: Consulting (business and technology), Outsourcing Services across Business Process, Digital, Application, and Infrastructure practices, while innovating for the future, and elevating NTT DATA's presence within the Banking and Financial Services industry. Keys to this role include an ability to cultivate meaningful C-level relationships, representing NTT DATA in the market as an innovative, subject matter leader inspiring success with clients and internal teams.
Accountabilities include execution of a sustainable growth strategy, identification, orchestrating multiple NTT DATA groups , expanding revenue opportunities, and shaping the future growth of the business in the vertical. With deep expertise across all Banking and Financial Services segments - Banking, Capital Markets, Wealth and Asset Management, Lending, Payments and Fintechs the Industry Leader has accountability for C Suite engagement, a keen focus on P&L management, strategic account growth, service delivery excellence, and long-term client success.
This role collaborates closely with both client executives and internal NTT DATA teams across regions, including Growth Office, Practices, Finance, Human Resources, Delivery, Business Development, and Sales-to cultivate strong partnerships and ensure impactful business outcomes **.**
Success in this role is measured by business growth, client satisfaction, and the profitability of the Banking and Financial Services portfolio.
**Responsibilities:**
+ Coordination of global banking strategy with CGO and driving cross regional collaboration.
+ Strategic Leadership & Growth: Lead a diverse portfolio of matrixed teams, accounts, developing and executing revenue growth strategies while driving profitability and long-term client relationships.
+ Client-Centric Engagement: Provide executive leadership in the development of tailored client engagement strategies, ensuring alignment with business goals and driving high-value outcomes.
+ Industry-led Business Development: Build and implement comprehensive go-to-market strategies that align with regional opportunities and corporate objectives in a highly matrixed environment.
+ Team Leadership & Talent Development: Build and lead a scalable, high-performing segment team focused on relationship management, revenue expansion, and service excellence.
+ Service Portfolio Expansion: Collaborate with NTT DATA Lines-of-Business Leaders (Application Services, BPO, Cloud, Consulting, Digital, Data, Infrastructure, and Security) to enhance and differentiate market offerings.
+ Executive Coaching & Mentorship: Coach and mentor Client Executives, helping them develop strategic account plans and scale client relationships effectively.
+ Performance & Delivery Excellence: Set clear expectations around NTT DATA's value proposition, ensuring delivery teams exceed client expectations and enhancing service quality.
+ Escalation & Crisis Management: Function as the senior escalation resource for delivery initiatives, navigating challenges with a focus on solutions and client success.
**Qualifications & Expertise:**
+ 17+ years of experience in Information Technology Services and Advisory Consulting, with a strong track record of building strategic customer relationships and go-to-market strategies.
+ 12+ years in leading client engagement/account teams, managing P&L oversight, account strategies, service level agreements, and delivery performance.
+ 10+ years of Banking and Financial Services industry expertise, with executive-level contacts, deep knowledge of core banking solutions, and a strong grasp of industry trends.
+ 8+ years providing strategic direction and leadership in Capital Markets business development, driving innovative approaches to expand market presence.
**Why Join NTT DATA?**
This role offers the opportunity to shape the Capital Markets segment, lead high-impact business strategies, and contribute to the success of industry-leading financial services clients. If you are a visionary leader with a passion for building high-value relationships, driving business transformation, and leading teams to success, we encourage you to apply.
**About NTT DATA**
NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com ( possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, .
**_NTT DATA endeavors to make_** **_ **_accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at_** **_ **_._** **_This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here ( . If you'd like more information on your EEO rights under the law, please click here ( . For Pay Transparency information, please click here ( ._**
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Director Enterprise Capital Planning and Financial Strategy

15222 Pittsburgh, Pennsylvania Highmark Health

Posted 3 days ago

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Job Description

**Company :**
Highmark Health
**Job Description :**
**JOB SUMMARY**
This job provides strategic direction and leadership on integrated economic and capital planning initiatives throughout the Enterprise and maintains responsibility for directing efforts to model, prioritize, plan, and deploy Enterprise capital, while assessing strategic alternatives. The incumbent provides direct advisory support to Senior Executives by engaging with VPs and SVPs across the Enterprise to understand strategic initiatives, prioritize capital spend, lead initiative review efforts for executive approval, and provide advisory feedback on financial impacts of different strategic paths. Leads capital and financial modeling efforts that are key components to strategic and financial plan to the Board of Directors, while providing detailed support to Strategy & Transformation Office (STO), Strategic Enablement Team (SET), Accounting, Treasury and other business unit leaders across the Enterprise.
**ESSENTIAL RESPONSIBILITIES**
+ Perform management responsibilities to include, but are not limited to: involved in hiring and termination decisions, coaching and development, rewards and recognition, performance management and staff productivity.Plan, organize, staff, direct and control the day-to-day operations of the department; develop and implement policies and programs as necessary; may have budgetary responsibility and authority.
+ Interact with a wide array of internal and external stakeholders at all levels of the organization up to the Enterprise CFO, including the operational and financial leaders of each business unit, to coordinate integrated economic analyses, prioritize corporate initiatives within capital capacity, enable alignment with strategic goals and objectives, coordinate the executive and Enterprise Capital Committee reviews, and present business case / financial modeling findings to VP, Enterprise Finance Strategy, Senior VP, Finance and Enterprise CFO.
+ Direct integrated economic models for the combined Highmark Health enterprise and communicate results of strategic impact analyses to senior management. These integrated economic models include scenario modelling and other integrated economic exercises that arise around potential changes in reimbursement rates, member volumes, or other financial metrics associated with strategic initiatives and the financial plan. The incumbent is responsible for coordinating the completion of the strategic scenarios, analyzing the results, suggesting alternative approaches and presenting them to varying levels of senior management for approval.These integrated economic models, specifically the scenario modeling, serve as an input to the Highmark Health strategic and financial plan.
+ Direct the end-to-end program to support the Enterprise Strategic Initiative Roadmap, drive prioritized vetting of business cases for the Enterprise Capital Committee, and communicate results to senior management. Specifically, lead efforts around business case development, capital / operating expense deployment across Highmark Health's footprint to support strategic initiative prioritization and capital plan development. This accountability includes gathering information on new / existing initiatives, managing the financial planning process, and prioritizing the list of initiatives on a quarterly basis in conjunction with business performance.Also oversee the monthly tracking and reporting of initiative financial progress across the Enterprise and actively manage capital capacity boundaries. Report results and strategic initiative plans to the Enterprise CFO and executive leadership, and incorporate into annual financial plan for the Board of Directors.Achieving these accountabilities requires partnership with executive management throughout the organization (Presidents, CFOs and financial/operational EVPs and SVPs) to align on strategic priorities and report initiative progress and outcomes. Also continually evaluate the performance of the financial modeling tools / software, and to direct changes, as necessary.
+ Lead the planning of financial commitments between Highmark Inc. and other internal entities in partnership with Accounting, while monitoring cash availability / transfers by business unit in partnership with Treasury. These accountabilities drive the enterprise governance of the financial management process.
+ Prepare and present financial (business case) analysis of corporate initiatives to senior management for use in the strategic planning process and daily management of the business activities of the Corporation. This accountability involves working with the business owners (SVPs and VPs) of the corporate strategic initiatives to obtain the data necessary to complete analysis of expenditures, cash flows, and return and risk to the Corporation associated with each initiative, and presenting findings. Also prepare postmortem analysis on launched initiatives in order to evaluate performance in partnership with Treasury and related business units.
+ Drive and own the Enterprise Capital Committee executive process including review of business cases, approval of the initiatives, regular updates on the Enterprise Strategic Initiative Roadmap, and enforcing governance policies as needed within the roadmap and related activities.
+ Direct the monthly reporting of the provider partner/affiliate results to executive management, including the Highmark Health EVPs, CFO and Finance SVP/VP.Manage the integration of affiliate budgets and forecasts into the Enterprise financial plan. Track, forecast, evaluate, and escalate capital needs, affiliate performance challenges or opportunities, and business case outcomes to executive management.
+ Other duties as assigned.
**EDUCATION**
**Required**
+ Bachelor's Degree in Economics, Business Administration, Business Management, Finance, Accounting, Health Administration or related field, or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
**Preferred**
+ Master's Degree in Economics, Business Administration/Management, Finance, Accounting, Health Administration or related field
**EXPERIENCE**
**Required**
+ 7 years in Finance and Accounting
+ 5 years in a management or leadership role, including 1 year of managing people
+ 3 years of Client Management

**Preferred**
+ 3 years in the Healthcare Industry
+ 3 years of Capital Planning
+ 1 year in a Actuarial or Risk Management role
**LICENSES or CERTIFICATIONS**
**Required**
+ None
**Preferred**
+ None
**SKILLS**
+ Financial Forecasting and Modeling
+ Financial Reporting
+ Financial Risk Management
+ Financial Reporting
+ Change Management
+ Communication Skills
+ Presentation Development
+ Presentation Delivery
**Language (Other than English):**
None
**Travel Requirement:**
0% - 25%
**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**
**Position Type**
Office-based
Teaches / trains others regularly
Occasionally
Travel regularly from the office to various work sites or from site-to-site
Rarely
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
Yes
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Rarely
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy._
_Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J267787
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Sr. Analyst, Financial Strategy & Analysis

80113 Centennial, Colorado Comcast

Posted 2 days ago

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Job Description

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.
**Job Summary**
Responsible for providing business performance analysis, reporting and forecasting. Provides a variety of financial data; maintains and updates financial models and plans. Provides financial analysis and projections to all levels within the organization in support of functional business objectives. Has in-depth experience, knowledge and skills in own discipline. Usually determines own work priorities. Acts as resource for colleagues with less experience.
**Job Description**
**Core Responsibilities**
+ Provides budget, forecast and variance analysis and related reports as needed.
+ Conducts financial research, analyzes financial performance against objectives and determines emerging financial trends.
+ Strong understanding of call center KPIs, financial performance metrics, and operations.
+ Perform cost-benefit analyses for proposed initiatives to assess financial viability and ROI
+ Present findings and recommendations to leadership and other stakeholders in a clear, actionable manner.
+ Provides rationale behind reports and analysis and relays them in simple terms.
+ Creates and maintains statistical/financial databases and reports. Runs appropriate weekly, monthly and annual reports.
+ Work closely with cross-functional teams, including Finance, IT, HR, and Operations, to implement strategic and financial initiatives.
+ Interacts as team member and sets the pace for the Financial Analysts team. Interfaces with other department member on special projects or on an as-needed basis.
+ Performs additional Business Operations duties and tasks as required.
+ Consistent exercise of independent judgment and discretion in matters of significance.
+ Regular, consistent, and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime, as necessary.
+ Other duties and responsibilities as assigned.
**Employees at all levels are expected to:**
+ Understand our Operating Principles; make them the guidelines for how you do your job.
+ Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
+ Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
+ Win as a team - make big things happen by working together and being open to new ideas.
+ Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
+ Drive results and growth.
+ Support a culture of inclusion in how you work and lead.
+ Do what's right for each other, our customers, investors and our communities.
**Disclaimer:**
+ This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.
Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.
**Skills:**
Strategic Objectives; Microsoft Excel; Financial Modeling; Operational Analytics; Teamwork; Results-Oriented; Financial Analysis
**Salary:**
Primary Location Pay Range: $77,602.75 - $116,404.12
Comcast intends to offer the selected candidate base pay within this range, dependent on job-related, non-discriminatory factors such as experience. The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later.
The application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later.
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary ( on our careers site for more details.
**Education**
Bachelor's Degree
While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.
**Relevant Work Experience**
5-7 Years
**Job Family Group:** Finance & Accounting
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Chief Financial Strategy Officer (California)

65018 Brentwood, Missouri EPIP

Posted 3 days ago

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Job Description

full time

The Foundation for California Community Colleges (FoundationCCC) is the official nonprofit supporting the Board of Governors, the Chancellors Office, and, ultimately, the California Community College system the largest system of higher education in the nation. FoundationCCCs initiatives, projects, programs, and services pilot new approaches and bring to scale sustainable and impactful methods for supporting students, community colleges, and the communities they serve.

ABOUT THE POSITION

FoundationCCC seeks a Chief Financial Strategy Officer to deliver transformative leadership, drive financial performance, create sustainable value, and lead with a bias for impact, action, and growth. The Chief Financial Strategy Officer provides executive level strategic leadership over accounting, finance, investment, and payment processing service operations, and is responsible for providing strategic financial guidance by working with the executive management team to establish both immediate-term and long-range goals, strategies, plans, and policies.

HOW TO APPLY

Click here for more information or to apply. FoundationCCC has exclusively retained The 360 Group of San Francisco to assist with this search. Please visit to review the complete position description, which includes detailed application instructions. Applications will be reviewed on a rolling basis; earlier applicants may receive priority consideration. To be considered, The 360 Group encourages all interested candidates to submit their applications promptly.

Kevin Perez published this page in Job Board 2 years ago

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Global Financial Institutions Trade Leader

28230 Charlotte, North Carolina Wells Fargo

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Global Financial Institutions Trade Leader (Credit Product Senior Manager), who will drive strategic growth by leading a global team focused on sourcing and expanding client relationships across specialized Trade Finance products. This role combines client engagement, complex deal structuring, and cross-functional collaboration with the Corporate Banks and Global Payments teams to deliver tailored financial solutions and support Corporate Banking's broader objectives.
**Supply Chain Finance:**
Product-focused credit business that provide specialized lending and leasing for CB and CIB clients. SCF is responsible for Global inventory, channel and end user financing to original equipment manufacturers, vendors, sales distribution networks, & commercial retail clients. In addition, provides supply chain, factoring, receivables purchase, and trade financing solutions.
**In this role, you will:**
+ Manage and develop teams of individual contributors or managers sourcing new clients or growing existing relationships for a given product or specialty with moderate complexity and risk
+ Interact directly with external clients and develop a team to anticipate and understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
+ Organize sales activities for prospective clients and develop a marketing strategy in partnership with coverage team leadership, ensuring proactive selling and presentation of tailored financial solutions to clients and profitable growth of the specialty product
+ Manage moderately complex or strategic and multi-product specialty transactions, including providing oversight of opportunity analysis, structuring, and internal coordination of financing requests
+ Resolve internal escalations and represent the company externally to resolve client issues and achieve business objectives
+ Identify and recommend opportunities for process improvement and risk control development
+ Collaborate with and consult with all levels of professionals, including senior managers, and partner with the product management team to implement new product initiatives and influence financial operations
+ Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
+ Manage allocation of people and financial resources to ensure financial and business goals are met and align with strategic objectives for area of responsibility
+ Develop and guide a culture of talent development to meet business objectives and strategy
+ Determine appropriate strategy and actions of functional area to meet to high-risk deliverables; interpret and develop policies and procedures for function with moderate complexity within scope of responsibility
+ Develop and guide a culture of talent development to meet business objectives and strategy in building and maintaining effective relationships with existing clients within their product(s) or functional area, including sharing relevant information with coverage team partners
+ Lead the team to review and analyze moderate to highly complex and strategic client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral/enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
+ Interact directly with external clients within the context of individual deals and client relationships and develop a team to anticipate and understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
+ Manage a team of individuals and provide leadership for moderate to highly complex modifications, renewals, and refinancings, including assessing a client's financial position and risk level for both prospective clients and existing clients
+ Collaborate with and influence all levels of professionals, including senior managers to lead the strategy and resolution of moderate to highly complex scenarios and unique challenges by synthesizing industry and economic trends, including legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
+ Ensure the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams by internal and external auditors
+ Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
+ Provide leadership and expertise on multi-faceted issues to multiple levels of management and lead a team to implement significant solutions, new product initiatives, and influence financial operations
+ Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for area of responsibility
**Required Qualifications:**
+ 6+ years of secured and/or specialized lending relationship management or portfolio management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 3+ years of management or leadership experience
**Desired Qualifications:**
+ Successful business leader, experienced in leading large-scale cross-functional teams, with proven record of delivering change with high impact results
+ Strong collaborative leadership style and ability to increase effectiveness and performance by assigning accountabilities, planning, monitoring, and appraising results
+ Demonstrated success in developing and executing on a strategic vision, corresponding business goals, and leading a complex business to achieve financial goals
+ Ability to set expectations, communicate and ensure team member alignment with overall business strategies and operational alignment with Wells Fargo risk appetite
+ Outstanding verbal, written and interpersonal communication skills to communicate clearly and concisely to an audience that includes clients/prospects, staff, and senior management
**Job Expectations:**
+ Moderate Travel internationally
+ Willingness to work on-site at stated location on the job opening.
+ 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
will share job description with the recruiting team
**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.
$159,000.00 - $305,000.00
**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:**
1 Sep 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-481127
View Now

Global Financial Institutions Trade Leader

10176 New York, New York Wells Fargo

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Global Financial Institutions Trade Leader (Credit Product Senior Manager), who will drive strategic growth by leading a global team focused on sourcing and expanding client relationships across specialized Trade Finance products. This role combines client engagement, complex deal structuring, and cross-functional collaboration with the Corporate Banks and Global Payments teams to deliver tailored financial solutions and support Corporate Banking's broader objectives.
**Supply Chain Finance:**
Product-focused credit business that provide specialized lending and leasing for CB and CIB clients. SCF is responsible for Global inventory, channel and end user financing to original equipment manufacturers, vendors, sales distribution networks, & commercial retail clients. In addition, provides supply chain, factoring, receivables purchase, and trade financing solutions.
**In this role, you will:**
+ Manage and develop teams of individual contributors or managers sourcing new clients or growing existing relationships for a given product or specialty with moderate complexity and risk
+ Interact directly with external clients and develop a team to anticipate and understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
+ Organize sales activities for prospective clients and develop a marketing strategy in partnership with coverage team leadership, ensuring proactive selling and presentation of tailored financial solutions to clients and profitable growth of the specialty product
+ Manage moderately complex or strategic and multi-product specialty transactions, including providing oversight of opportunity analysis, structuring, and internal coordination of financing requests
+ Resolve internal escalations and represent the company externally to resolve client issues and achieve business objectives
+ Identify and recommend opportunities for process improvement and risk control development
+ Collaborate with and consult with all levels of professionals, including senior managers, and partner with the product management team to implement new product initiatives and influence financial operations
+ Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
+ Manage allocation of people and financial resources to ensure financial and business goals are met and align with strategic objectives for area of responsibility
+ Develop and guide a culture of talent development to meet business objectives and strategy
+ Determine appropriate strategy and actions of functional area to meet to high-risk deliverables; interpret and develop policies and procedures for function with moderate complexity within scope of responsibility
+ Develop and guide a culture of talent development to meet business objectives and strategy in building and maintaining effective relationships with existing clients within their product(s) or functional area, including sharing relevant information with coverage team partners
+ Lead the team to review and analyze moderate to highly complex and strategic client portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral/enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
+ Interact directly with external clients within the context of individual deals and client relationships and develop a team to anticipate and understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify opportunities for modifications, renewals, and refinancings
+ Manage a team of individuals and provide leadership for moderate to highly complex modifications, renewals, and refinancings, including assessing a client's financial position and risk level for both prospective clients and existing clients
+ Collaborate with and influence all levels of professionals, including senior managers to lead the strategy and resolution of moderate to highly complex scenarios and unique challenges by synthesizing industry and economic trends, including legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
+ Ensure the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams by internal and external auditors
+ Partner with product management functional partners to provide vision, leadership, and industry expertise on evolving market needs, leading to the development of significant cross-functional process improvement and risk control development
+ Provide leadership and expertise on multi-faceted issues to multiple levels of management and lead a team to implement significant solutions, new product initiatives, and influence financial operations
+ Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for area of responsibility
**Required Qualifications:**
+ 6+ years of secured and/or specialized lending relationship management or portfolio management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 3+ years of management or leadership experience
**Desired Qualifications:**
+ Successful business leader, experienced in leading large-scale cross-functional teams, with proven record of delivering change with high impact results
+ Strong collaborative leadership style and ability to increase effectiveness and performance by assigning accountabilities, planning, monitoring, and appraising results
+ Demonstrated success in developing and executing on a strategic vision, corresponding business goals, and leading a complex business to achieve financial goals
+ Ability to set expectations, communicate and ensure team member alignment with overall business strategies and operational alignment with Wells Fargo risk appetite
+ Outstanding verbal, written and interpersonal communication skills to communicate clearly and concisely to an audience that includes clients/prospects, staff, and senior management
**Job Expectations:**
+ Moderate Travel internationally
+ Willingness to work on-site at stated location on the job opening.
+ 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
will share job description with the recruiting team
**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.
$159,000.00 - $305,000.00
**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:**
1 Sep 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-481127
View Now
 

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