CIP

CIP Finance Jobs

412 jobs found

Financial Controller

Compression Care Franklin, TN

11d ago

$60k - $75k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Compression Care offers a mission driven workplace in Franklin, Tennessee, with an onsite role dedicated to steering all accounting functions. This Financial Controller position provides a clear path to influence financial planning and analysis that support growth and long term sustainability in a healthcare oriented setting. The role carries a salary range of USD 60,000 to 75,000 per year and values experience with closely held or family owned businesses as a plus.

Benefits and culture

Salary: USD 60,000 – 75,000 per year
Location: Franklin, TN, onsite
Impact: contribute to growth and sustainability in a mission driven organization
Experience fit: healthcare experience preferred; familiarity with closely held or family owned businesses is a plus
Opportunity: lead all accounting functions and drive strategic financial planning and analysis

Responsibilities

Oversee all accounting operations, including general ledger, accounts payable, accounts receivable, and payroll processing using QuickBooks Online
Ensure compliance with GAAP, IFRS, SOX, and other regulatory requirements relevant to nonprofit and governmental accounting sectors
Lead the preparation of financial statements, including balance sheets, income statements, cash flow statements, and regulatory reports
Conduct detailed balance sheet reconciliations and account analysis to maintain data accuracy
Manage cash flow forecasting, cash management strategies, and account reconciliation processes to optimize liquidity
Supervise month end and year end closing procedures while upholding internal controls and audit readiness
Coordinate external audits, prepare audit schedules, and implement recommendations to strengthen internal controls
Develop budgets with leadership, monitor variances, and provide insightful financial analysis to support strategic planning
Implement and maintain robust internal controls aligned with best practices for nonprofit and governmental organizations
Support technical accounting projects involving complex transactions such as grants management or fund accounting

Requirements

Proven experience as a Financial Controller or senior bookkeeper, ideally with a healthcare background (insurance claims processing is a plus)
Extensive knowledge of GAAP, IFRS, SOX, and nonprofit or governmental accounting principles
Strong expertise in financial reporting, account reconciliation, balance sheet management, and regulatory reporting
Proficiency with QuickBooks Online; experience with additional financial management tools is a plus
Demonstrated ability in cash management, budgeting, forecasting, and financial analysis to inform strategic decisions
Solid understanding of double entry bookkeeping principles and the ability to interpret complex financial concepts
Excellent skills in general ledger reconciliation and handling payroll or other technical accounting issues
Experience with internal controls frameworks such as SOX; familiarity with closely held, family owned business environments is desirable
Strong analytical and communication skills to prepare comprehensive reports for diverse stakeholders

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RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

12d ago

$150k+/yr Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

Experienced fiduciary Investment Advisor needed in Tampa to guide near-retirees and retirees under the RIA standard.

Responsibilities

Provide fiduciary guidance aligned with RIA standards, ensuring recommendations are in the clients' best interests.
Develop comprehensive retirement-focused financial plans covering income strategies, asset allocation, and risk management.
Conduct thorough reviews of client financial situations, including assets, liabilities, tax considerations, estate structures, and retirement income needs.
Advise on retirement income strategies such as income investing, withdrawal sequencing, Social Security optimization, and tax-efficient distributions.
Build and manage diversified portfolios aimed at long-term wealth preservation and income generation.
Monitor portfolio performance and execute proactive rebalancing based on market conditions and client objectives.
Stay informed on market trends, economic conditions, and regulatory developments that may influence investment approaches.
Implement risk-managed strategies prioritizing capital preservation and sustainable income for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors for integrated planning.
Provide guidance on estate planning considerations including wills, trusts, beneficiaries, and wealth transfer strategies.
Advise on tax-efficient investing, required minimum distributions, and retirement account planning.
Foster long-term client relationships through regular reviews and proactive communication.
Educate clients on diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance in line with RIA requirements.

Requirements

Proven experience in investment advisory, wealth management, or financial planning, preferably within an RIA or fiduciary environment.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Working knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative skills with the ability to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health insurance
Opportunity to join a growing fiduciary wealth management advisory team
Collaborative and client-centered work environment

Position Overview

Seeking an experienced, client-focused Investment Advisor to provide comprehensive guidance to individuals nearing retirement or already retired.
Role aligns with the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies.
Partner with clients to design and manage long-term financial plans that prioritize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies.
The ideal candidate understands retirees' unique challenges, including income planning, longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity.
Requires strong financial expertise, excellent client relationships, and a deep commitment to fiduciary responsibility, transparency, and personalized advice.

Pay

From USD 150,000 per year

Work Location

Onsite in Tampa, FL

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Branch Manager

WESTERN FINANCE Nacogdoches, TX

12d ago

$30k - $36k/yr Full time Manager Banking Branch

Manager Banking Branch

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Job Description

The Branch Manager position at Western Finance oversees branch operations, sales, and customer service in Nacogdoches, TX, onsite. The role focuses on staff development, security, and growth within a fast paced consumer lending environment.

Responsibilities

Oversee branch staff and daily operations
Manage cash handling and the flow of funds
Maintain and enforce security protocols
Provide leadership and mentorship to junior personnel
Train and support new branch employees
Foster a culture that promotes growth, learning, and success
Promote and sell designated services and products
Handle adverse customer situations professionally
Resolve debt-related customer issues while preserving goodwill for repeat business
Collaborate effectively with peers
Recruit, hire, train, and supervise branch staff
Address employee performance or disciplinary matters as they arise
Maintain professional dress reflecting the brand of a consumer-oriented business

Benefits

401(k) retirement plan
401(k) matching contributions
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Vision insurance

Job Type

Full-time

Salary

USD 30,000 - 36,000 per year

Location

Nacogdoches, TX (onsite)

Work Location

In person

Ability to Commute

Nacogdoches, TX 75965 (Preferred)

Ability to Relocate

Nacogdoches, TX 75965: Relocate before starting work (Preferred)

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Dealership Corporate Controller

DeFOUW Automotive Lafayette, IN

12d ago

$120k - $170k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

DeFOUW Automotive, a Lafayette, Indiana based multi-rooftop dealership group, is seeking a Dealership Corporate Controller to lead the financial operations on site. This hands-on leadership role emphasizes precise reporting, strong internal controls, and scalable processes to support growth across the dealership network. The position offers a salary range of USD 120,000 to 170,000 per year and requires onsite presence in Lafayette.

Responsibilities

Oversee and actively participate in the monthly, quarterly, and annual close cycles
Prepare and review journal entries, reconciliations, and financial statements
Manage general ledger, accounts payable and receivable, payroll, and reporting functions
Ensure accurate, timely, and reliable financial reporting across all dealership entities
Assess balance sheets, variances, and trends in operating performance
Maintain hands-on involvement with dealership-specific processes such as inventory, floorplan financing, and manufacturer reporting
Proactively identify and resolve accounting issues, discrepancies, and process gaps
Strengthen and sustain internal controls and audit readiness
Collaborate with leadership to deliver clear, actionable financial insights
Assist with budgeting, forecasting, and financial planning activities
The role combines ownership with hands-on execution, leading initiatives while remaining closely involved

Requirements

Ten to fifteen or more years of progressive accounting and finance experience
Demonstrated leadership in complex, multi-entity organizations
Strong proficiency in financial reporting, GAAP, and internal controls
Experience in an automotive dealership environment is highly preferred
In-depth knowledge of dealership finance operations, including inventory, floorplan financing, and manufacturer reporting
Experience with dealership management systems such as CDK, Reynolds & Reynolds, DealerTrack, or similar is preferred
Advanced skills in Excel and other financial software
A leadership approach grounded in ownership, accuracy, and accountability
CPA or MBA credentials are a plus, but the ability to lead and execute is paramount

Technologies

CDK
Reynolds & Reynolds
DealerTrack
Excel

Benefits

401(k) with company matching
Dental insurance
Employee assistance program
Employee discounts
Health insurance
Life insurance
Paid time off
Professional development support
Vision insurance

Leadership & Team Impact

Guide and grow a centralized accounting group
Set clear performance expectations and drive consistent process execution
Promote accountability, accuracy, and ongoing improvement
Collaborate with operations and executive leaders to align financial performance with business goals

What Success Looks Like

Financial reporting that is reliable, timely, and trusted by stakeholders
Robust internal controls and clean audit outcomes
Transparent visibility into financial performance across all operations
Efficient, scalable accounting processes that support growth
A high-performing, engaged accounting team

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Series 7 Registered Broker

Cobra Trading, Inc. Carrollton, TX

12d ago

$60k - $75k/yr Full time Broker Client Relations Client Service

Broker Client Relations Client Service

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Job Description

Join Cobra Trading as an entry-level Series 7 Registered Broker based in Carrollton, Texas, onsite. The role centers on supporting active trading clients through trade and software assistance, managing accounts, and real-time risk oversight. Candidates must hold both Series 7 and Series 63 licenses. Compensation ranges from USD 60,000 to 75,000 per year.

Responsibilities

Provide trade support to clients, including order processing and execution assistance
Deliver software support for trading platforms and related systems
Oversee client accounts, including onboarding and ongoing relationship management
Monitor and manage real-time risk to support firm-wide risk controls

Requirements

Series 7 and Series 63 licenses (required)
Strong enjoyment in interacting with active trading customers
Experience in Electronic Trading Service and Support
Familiarity with Level II trading applications
Knowledge of US equities and options markets
Ability to assist in real-time risk monitoring and risk management
Ability to multitask in a fast-paced, time-sensitive environment
Self-motivated and energetic personality
Willingness to take on new roles and responsibilities

Technologies

Level II trading applications

Benefits

Health insurance
Dental insurance
Paid time off
Supplemental coverage options available
SEP IRA contribution after 3 years of employment

Hours

7:30 AM to 4:30 PM, Monday through Friday
6:15 AM to 3:30 PM, Monday through Friday
4:00 AM to 1:00 PM, Monday through Friday
8:30 AM to 5:30 PM, Monday through Friday
Exact hours may vary based on business needs
Market holidays off
PTO days available

Preferred Qualifications

Personal trading experience
Project management
Series 4 - Registered Options Principal
Series 3 - National Commodities Futures

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Real Estate Corporate Banking Associate

Regions Charlotte, NC

13d ago

$94k - $125k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

Regions is seeking a Real Estate Corporate Banking Associate in Charlotte to help design, originate, structure, and execute loan commitments, loan syndications, and capital markets products for existing and prospective REIT and Fund clients. The role combines analytical rigor with proactive relationship management, supporting cross-functional credit and underwriting teams to deliver fast, reliable banking solutions tailored to client goals.

Responsibilities

Understands client needs and identifies Regions’ products or actionable ideas to help clients achieve their goals
Develops and maintains detailed financial models to value REIT/Fund companies and project financial results
Collects, reviews, and documents receipt of financial statements, covenant compliance, and other deliverables while keeping credit files current
Supports senior bankers in relationship responsibilities, engaging with current and prospective clients and analyzing profitability to drive growth
Maintains proprietary databases by monitoring news, transactions, and financial information for clients and prospects
Assists in preparing pitches, proposals, client materials, and supporting analyses with limited supervision
Prepares financial analyses for renewal and credit servicing, elevating findings to the Credit Products Specialist for risk review
Coordinates between coverage teams and Credit Products partners to deliver the whole-bank approach with speed and certainty
Supports coverage and credit products in client prospecting, underwriting, closing, and portfolio management
Performs closing functions including review of loan documents, commitment letters, closing memos, and coordination with fulfillment
Monitors ongoing performance through benchmark testing, electronic file maintenance, and metric reviews
Validates risk ratings and identifies changes with oversight from the Credit Products Specialist and risk partners
Participates in recruiting, developing, training, and overseeing junior resources

Requirements

Bachelor’s degree in accounting, finance or related field
Minimum three (3) years of relevant work experience
Formal credit training

Technologies

Microsoft Excel
PowerPoint
Word

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Preferences

Master’s in Business Administration (MBA)

Skills and Competencies

Advanced Microsoft Excel, PowerPoint, and Word skills
Energetic and creative self-starter with ability to manage significant and multiple responsibilities
Effective prioritization and completion of work from coverage and credit products lines
Strong personal accountability with a results orientation within a collaborative team
Excellent written and verbal communication skills
Attention to detail and ability to multi-task under pressure
Ability to thrive in a fast-paced, team-oriented environment

Compensation

Position type: Full time

Compensation range: Minimum $94,012.38 USD; Median $125,307.00 USD

Incentive Plan

This role is eligible to participate in a discretionary incentive plan. Employees may receive a discretionary award based on performance against defined metrics and goals.

Location

Charlotte, North Carolina (onsite) – specifically Charlotte Uptown.

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Finance Director

SEIU Local 521 San Jose, CA Hybrid

13d ago

$141k - $155k/yr Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

Benefits

SEIU Local 521 offers a comprehensive, benefits-forward package designed to support employees and their families throughout every stage of their career.

Fully employer-paid defined benefit pension plan
401(k) with a 4% employer match
Generous leave package
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Military leave
Parental leave
Retirement plan
Vision insurance

Overview

SEIU Local 521 is seeking a Finance Director to lead the union’s finance, accounting, and dues/membership system. The role supervises a staff of eight and ensures regulatory compliance while aligning financial activities with the union's mission. This hybrid remote position is based in San Jose, California, with a salary range of $140,672 to $155,037 per year.

Responsibilities

Manage all financial operations of the union, including accounts payable and receivable, payroll, budgeting, reporting, and member management.
In consultation with the senior leadership team, develop, manage and report on the union’s annual budget.
Ensure that all financial transactions are recorded accurately and in compliance with relevant laws, regulations, and union policies.
Coordinate and refine member data processing systems and procedures.
Produce accurate and timely financial reports, including income statements, budget documents, balance sheets, and cash flow statements, for union leadership and members.
Develop and maintain financial policies and procedures for the union, and ensure they are followed by staff and members.
Provide financial guidance to the union's leadership team, including the President, Treasurer, and Executive Board.
Manage the union's investments, including monitoring investment performance and ensuring compliance with investment policies.
Oversee the union's audit process, including managing the relationship with the independent auditor, providing documentation, and ensuring that audit findings are addressed.
Collaborate across multiple departments and complete cross-functional projects.
Hire, train, and effectively manage staff.
Work with external vendors and service providers, such as banks, insurance providers, and accounting firms, to meet the union's financial needs.

Requirements

Bachelor's degree in finance, accounting, business administration, or a related field. Experience in lieu of degree is acceptable.
8-10+ years of experience in financial management, budgeting and forecasting, preferably in a union or non-profit organization.
A demonstrated commitment to the mission and values of SEIU.
Strong knowledge of accounting principles and practices, and experience with financial software and systems.
Excellent problem-solving skills, with the ability to identify and resolve financial issues as well as develop creative solutions.
Experience building and leading teams and developing staff.
Strong communication and interpersonal skills with the ability to communicate financial information to non-financial stakeholders.
Must live within commuting distance to the San Jose office.

Preferences

Experience in overseeing payroll and in ERP implementations
Experience in a membership-based organization

Working conditions

Hours can be long and irregular at times, with occasional travel including overnight stays. Increased onsite presence required during training, eventually transitioning to onsite as needed.