Confidentiality

Confidentiality Finance Jobs

53 jobs found

Sr. Controller Americas

REGO-FIX AG Whitestown, IN

7d ago

Full time Senior Accounting Accounts Payable

Senior Accounting Accounts Payable

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Job Description

REGO-FIX AG offers a senior finance leadership role based onsite in Whitestown, IN. As Sr. Controller Americas, you will drive financial strategy, planning, and strategic reporting for RFUS and LATAM, collaborating closely with RFUS and LATAM leadership while reporting to the RFCH CFO. This position provides an opportunity to shape capital allocation, risk management, and internal controls across two regions.

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
On-site gym
Paid sick time
Paid time off
Parental leave
Travel reimbursement
Work from home

Responsibilities

Help management develop and execute the organization’s financial strategy aligned with long term goals
Provide financial insights to support strategic decision making
Lead budgeting, forecasting, and financial planning processes
Oversee preparation of accurate and timely financial statements for RFUS and LATAM, including income statements, balance sheets, and cash flow statements
Ensure compliance with regulatory requirements and accounting standards (GAAP, IFRS)
Maintain SOPs documenting policies and procedures and uphold strong internal controls
Manage cash flow, liquidity, and financial risk
Lead and mentor the finance team
Collaborate with outside PEO and internal staff to lead the HR function within RFUS
Partner with executive leadership on strategic initiatives and capital allocation
Serve as a trusted advisor to the RFUS President, LATAM General Manager, board, and other stakeholders
Direct 2 to 3 reports within the Finance / HR Team
Oversee accountancy firms conducting financial reporting in Brazil and Mexico
Assess and manage financial risks including investments, debt, and operational risks
Maintain strong internal controls and audit readiness; oversee CPA review and audit preparation
Develop policies to mitigate financial and operational risks
Manage relationships with banks, investors, and other financial institutions
Collaborate with the RFCH CFO to optimize capital structure and secure cost effective access to capital
Provide in depth financial analysis and reporting to support organizational goals
Monitor KPIs and recommend performance improvement strategies
Present financial updates to the board of directors and stakeholders
Work with LATAM personnel to develop and achieve financial goals

Requirements

Education: Bachelor’s degree in finance, accounting, economics, or a related field; MBA or CPA preferred
Experience: 7+ years in senior financial leadership roles, preferably in the relevant industry; experience with operations in other countries is a plus
Strong knowledge of financial principles, accounting standards, and regulatory requirements
Expertise in financial modeling, forecasting, and analysis
Leadership, strategic thinking, and excellent communication skills
Experience with ERP systems and advanced financial tools
Bi lingual fluency in Spanish and/or Portuguese is advantageous but not mandatory

Reporting of the Position

The role reports functionally to the Chief Financial Officer – REGO-FIX AG (RFCH). The RFCH CFO meets weekly with the position. The incumbent works closely with the President of RFUS and the General Manager of LATAM, who meet monthly. Day to day, the position reports to the General Manager of RFUS.

Key Competencies

Strategic vision to align financial goals with organizational objectives
Strong analytical ability to interpret complex data and derive actionable insights
Proven leadership of high performing teams
Integrity and commitment to ethical financial practices and compliance
Effective communication across management levels and diverse cultural backgrounds

To apply, submit your materials to RFUSAdmin@rego-fix.com. Your application will be treated with the utmost confidentiality. This is an in person, full-time or contract position.

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Associate Financial Advisor

NettWorth Financial Group Cumming, GA

11d ago

$70k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

Join NettWorth Financial Group in Cumming, GA for a mentor-led, full-time role designed to support your growth as a financial advisor. You will service a client book, contribute to comprehensive financial planning, oversee portfolio alignment with client goals, and participate in business development, all within a collaborative environment that provides strong administrative and marketing support. This onsite position offers access to the firm’s longstanding brand presence and a robust toolkit for client illustrations and reporting.

Benefits

Existing clients and prospective clients
Top-notch administrative support
Marketing support
Name and brand recognition of the firm due to its tenure and community presence
The equipment and software you need for illustrations and reports

Compensation

Pay: USD 70,000 - 90,000 per year

Professional Growth

Training with a commitment to ongoing education to expand knowledge of financial products and services in changing market conditions
Grow a financial practice through effective prospecting, referrals, and developing new client relationships within target markets
Develop selling skills, deepen subject matter expertise, and enhance sales capabilities
Opportunity to obtain recognized professional designations as a sign of excellence
Entrepreneurial mindset with a strong work ethic and a focus on helping clients achieve financial confidence

Responsibilities

Service the Senior Advisor’s book of business
Lead client review meetings and manage multiple client relationships
Oversee and monitor portfolios to ensure alignment with goals
Provide market quotes, place orders, rebalance accounts as directed
Prepare financial plans and investment recommendations under supervision
Analyze financial statements, perform calculations, and run illustrations
Research and resolve client service issues as needed
Calendar management for scheduling meetings, conference calls, confirmations, and materials
Maintain accurate client information in proprietary systems and CRM
Draft written and electronic correspondence as needed
Process cashiering and asset movement requests such as distributions, wires, and checks
Generate referrals and cultivate new client and professional relationships
Provide office administrative support as needed
Manage new client onboarding, including paperwork, account opening, and communication
Perform other duties as assigned

Requirements

Industry and product knowledge
Strong customer relationship skills, service orientation, data entry accuracy, confidentiality, problem resolution, and MS Office proficiency (Word, Excel, Outlook)
Experience with CRMs such as Redtail
Experience with virtual meeting applications such as Go To Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with strong interpersonal abilities
Excellent organizational, time management, and multitasking skills
Detail-oriented, organized, and capable of multitasking in a fast-paced environment
Ability to work some evenings and weekends depending on event schedule
Ability to work independently and under pressure
Professional attitude, demeanor, and appearance

Education and Experience

Bachelor’s degree required
Minimum four years of experience in the financial services industry or an equivalent combination of experience, education, and/or training as approved by the firm
Client service and relationship management experience required

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensure
Series 7 designation required

Location and Work Arrangement

Location: Cumming, GA 30040; Onsite / In person

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Financial Planning Associate

Lake Growth Financial Services Saint Charles, IL

11d ago

$60k - $100k/yr Full time Marketing Associate Business Development

Marketing Associate Business Development

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Job Description

On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.

Benefits

Flexible schedule
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Responsibilities

Develop and sustain strong client relationships through attentive listening
Lead client interviews and conduct six month reviews
Maintain a professional appearance in business casual attire
Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
Stay informed on industry trends and developments impacting the business
Plan daily and weekly activities to prioritize core tasks and meet benchmarks
Deliver work with accuracy, clarity, organization, and attention to detail
Prepare and present financial solutions for clients in person or virtually
Reach out to providers to clarify, move business, and troubleshoot as needed
Provide service for new and existing clients as required
Collaborate with team members through regular meetings

Requirements

Bachelor’s degree (higher is preferred but not required)
Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
Strong written and verbal English communication skills
High level of confidentiality and integrity; protect client privacy in line with guidelines
Excellent customer service capabilities
Highly organized with a system to manage workflow and deliverables
Active Life & Health Insurance License or ability to obtain
CERTIFIED FINANCIAL PLANNER designation or ability to obtain
Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
Within a 30 minute commute to the Fox Valley office in St. Charles, IL
Valid Illinois driver’s license and access to a working car
Lake Growth recognizes unique strengths and may tailor roles to fit individual talents

Technologies we use

Zoom
DocuSign
Spreadsheets
Word processing
PDF editing software
VOIP software
Digital file services
Database entry skills

Compensation

This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.

Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.

What you can Expect

A one year training program to learn the business and define the next career steps, with ongoing training as needed
Office space for meetings, a workstation, computer, additional tech, office supplies, and support
Regular touchpoints for training, updates, questions, and clarification
Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
Quarterly progress reviews with leadership
Opportunities for growth within a developing business framework

What We Expect

Consistent punctuality and a strong drive for success in financial services
Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
Professionalism, excellent customer service, clear communication, perseverance, and diligence
Respect for clients and colleagues in all interactions
Self direction with the ability to manage daily tasks with minimal supervision
Commitment to compliance and operating with integrity in every facet of the business
A quiet, professional work environment and reliable access to mobile and video conferencing
Willingness to attend both in person and virtual meetings

Ideal Candidate Qualities

Accountability: see it, own it, solve it, do it
Solution orientation: contribute to solutions while respecting others
Proactive posture: act now and seek what else can be done
Growth mindset: seek coaching and opportunities to improve
Personal ownership: take pride in work and pursue effective, meaningful results

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Universal Financial Representative

Westerly Community Credit Union Westerly, RI

12d ago

Full time Banking Client Relations Client Service

Banking Client Relations Client Service

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Job Description

This onsite role in Westerly, Rhode Island supports member service excellence at Westerly Community Credit Union. The Universal Financial Representative focuses on delivering outstanding member service, building and maintaining relationships with members and peers, cross-selling credit union products, resolving issues, processing transactions, and supporting branch operations.

Responsibilities

Maintain professional performance across the duties of Financial Service Representative and Member Service Representative.
Represent the credit union in a courteous, professional manner.
Process member transactions accurately and efficiently while adhering to procedures to prevent fraud and asset loss.
Open and close accounts.
Process personal and auto loan applications and disbursements.
Open and maintain IRA accounts.
Open, close, and renew certificates of deposit.
Open, close, and manage safe deposit boxes.
Resolve member issues and provide general account information and maintenance.
Scan required member documents into account records.
Follow balancing procedures for MSR and FSR at the end of the shift, ensuring totals align with cash handling.
Address out of balance positions by reconciling transaction slips with computer totals and verifying cash transactions.
Identify member needs and offer suitable solutions using tools from the Member Advocacy Program, including Needs Assessment Forms, Cash Flow charts, and Credit Reports.
Assist members with complex financial situations by reviewing credit reports and cash flows to help them reach their financial goals.
Respond to member inquiries by telephone and direct calls as needed; handle emails and messages promptly.
Monitor organization communications and respond to internal messages within a reasonable timeframe.
Maintain strict confidentiality of member information.
Support department responsibilities such as scanning, maintaining supplies, covering the reception area, and assisting with safe deposit access.
Open and close the lobby area as required by daily operations and keep the workspace clean and organized.
Protect confidential member information and perform daily shredding of obsolete materials.
Able to cover other branch locations as needed by business requirements.
Maintain thorough knowledge of all credit union products and services.
Periodically review the WCCU PEAK Manual and all credit union policies and procedures.
Maintain working knowledge of applicable state and federal regulations as they relate to retail branch operations.

Requirements

Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate department related computer applications and equipment.
Solid math and basic accounting skills.
Positive, can-do attitude.
Caring and community-oriented mindset.
Strong service and sales skills, with a focus on helping members succeed.
Minimum one year of relevant experience.
Education: High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and the products provided by the credit union.

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Director, GP Strategies

Westwood Management Corp Houston, TX Hybrid

13d ago

Full time Business Development Communication Data Analysis

Business Development Communication Data Analysis

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Job Description

Westwood Management Corp, a Houston-based energy private equity firm specializing in GP strategies and secondaries, is seeking a Director, GP Strategies to help lead the investment team. This hybrid role in Houston focuses on GP interests, fundraising, underwriting, financial modeling, and due diligence across upstream, midstream, oilfield services, power, and other traditional energy sectors, contributing to portfolio management, strategic decision-making, and investor communications.

Responsibilities

Develop and refine Excel-based underwriting models for GP interests, continuation funds, and direct investments within energy private equity.
Lead company-level analyses across upstream, midstream, and other energy sectors, including discounted cash flow, M&A precedent transactions, well-by-well analyses, and price-sensitivity testing related to oil and gas prices.
Oversee end-to-end due diligence across multiple GPs and funds, evaluating fund and direct investments for underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with data-driven recommendations.
Support origination by assessing opportunities and cultivating relationships with industry contacts, including travel to industry conferences, AGMs, and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Lead deal structuring, negotiations, and documentation in collaboration with legal and advisory teams.
Ensure timely execution aligned with strategic objectives.
Monitor portfolio company performance and drive value-creation initiatives, including M&A, operational improvements, and strategic planning.
Provide experienced input to assist the investment team in key decision-making.
Lead fundraising efforts, engage with investors and prospective investors, and expand industry contacts.
Attend AGM meetings to grow existing relationships and develop new energy private equity connections.
Source new investment opportunities through AGMs, investor meetings, and client engagements.
Other duties as assigned.

Requirements

Bachelor’s degree in finance, economics, petroleum engineering, or related fields.
Series 7 and CFA designation preferred.
12+ years of experience in energy-focused asset management, investment banking, and private equity.
Must be at least 18 years old with unrestricted U.S. work authorization; visa sponsorship is not available.
Superior interpersonal, organizational, and client-service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting, and investment analysis.
Advanced financial modeling and valuation skills.
Excellent communication and strong client-focused interpersonal abilities.
Meticulous, organized, and detail-oriented.
Professional, mature demeanor with a positive, proactive attitude.
Ability to maintain confidentiality, work under pressure, and manage deadlines proactively.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.
Team-oriented with the ability to collaborate effectively in a small team environment.

Technologies

Microsoft Excel
Microsoft Office

Physical Demands

The physical demands of performing the essential duties are typical of a professional office environment.

Travel

This position requires up to 20% domestic travel to attend AGMs, investor meetings, and industry conferences.

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Financial Analyst

U.S. Eagle Federal Credit Union Albuquerque, NM

15d ago

$64k+/yr Full time Accounting Analyst Credit Analysis

Accounting Analyst Credit Analysis

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Job Description

U.S. Eagle Federal Credit Union seeks a Financial Analyst to review and interpret complex financial data, support asset and liability management, budgeting, profitability analysis, and the preparation of management reports for leadership. This onsite role is based in Albuquerque, New Mexico, with an annual salary of USD 64,133.

Location

Albuquerque, New Mexico (onsite).

Compensation

Annual salary: USD 64,133.

Responsibilities

Compiles and uploads data to vendor platforms.
Performs detailed reconciliations across multiple systems.
Supports administration of the credit union's Asset/Liability Management program and the Allowance for Credit Losses model.
Verifies the accuracy of model assumptions, inputs, and outputs.
Identifies opportunities to improve internal efficiency and maintains current procedures.
Produces management reports and distributes reports to departments, committees, and the Board of Directors.
Conducts analyses and reporting using diverse systems and datasets.
Collaborates with internal and external stakeholders to gather, analyze, summarize, and present recommendations on financial plans, operating forecasts, profitability, and related financial matters.
Performs peer and market benchmarking to identify opportunities and make recommendations.
Participates in the annual budgeting process and supports ongoing tracking of performance against budget.
Assists in deploying liquidity into the credit union's investment portfolio and monitors portfolio risk on an ongoing basis.
Performs additional duties as assigned.

Requirements

At least one year of experience in a role involving financial analysis or cost accounting techniques.
Bachelor's degree in finance, business, economics, or accounting is required.
Significant personal interaction inside and outside the organization to resolve conflicts, build relationships, and solicit cooperation; confidentiality and discretion are essential.
Solid knowledge of financial and economic concepts and their application in a business environment.
Strong business writing and oral presentation skills, with the ability to translate complex financial information into concise executive narratives.
Ability to prioritize tasks and plan work activities using effective time management techniques.
Strong analytical, decision-making, and problem-solving abilities.
Willingness and ability to learn and apply new skills and software applications.
Adaptability to change is required.
Proficiency with computers and software, with advanced Microsoft Excel skills required.
Strong spreadsheet management capabilities.
This position requires in-person work in Albuquerque, New Mexico.

Technologies

Microsoft Excel

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Senior Accountant

CENTURY 21 Affiliated Fitchburg, WI

17d ago

Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

Senior Accountant position based onsite in Fitchburg, WI with CENTURY 21 Affiliated.

Responsibilities

Prepare and review monthly financial statements and supporting schedules, ensuring GAAP compliance and timely issuance.
Prepare, review, and post journal entries and general ledger adjustments to maintain accurate ledgers.
Perform and review complex reconciliations, including bank, balance sheet, and intercompany accounts, and resolve discrepancies efficiently.
Support month end, quarter end, and year end close processes with a focus on accuracy and timeliness.
Assist with audit preparation and respond to internal and external audit requests.
Support tax reporting and compliance by preparing schedules and documentation.
Contribute to budgeting and reporting processes, including variance analysis and historical data support.
Serve as a resource to team members by providing guidance, reviewing work, and supporting training efforts.
Identify and support process improvements to enhance efficiency and consistency.
Maintain strict confidentiality and professionalism when handling financial information.
Perform other duties and special projects as assigned.