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CRO Finance Jobs

630 jobs found

Financial Advisor - BMO Bank

LPL Financial Milwaukee, WI

15d ago

$80k - $120k/yr Full time Advisor Banking Banking

Advisor Banking Banking

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Job Description

These are the Financial Advisor opportunities with LPL Financial at BMO Bank in Milwaukee, WI (onsite), offering a salary range of USD 80,000 to 120,000 per year. This position is not an employee of LPL Financial.

Responsibilities

Build a robust client base through the bank's established referral network.
Grow new client relationships by leveraging the bank's existing client base.
Develop client solutions without reliance on proprietary products, tailored to individual goals.
Scale your advisory practice with LPL's tools, technology, and comprehensive support.
Benefit from LPL's experience helping financial institutions expand and optimize investment programs.
Leverage the bank's reputation and community standing to deepen client engagement.

Requirements

Active Series 7 and Series 66 licenses required; Series 63/65 equivalents are acceptable.
Insurance license required.
Three or more years of investment sales experience.

Benefits

Access to proprietary technology and a suite of customized services.
Open architecture platform with access to thousands of investment products from leading third-party sponsors.
Resources and expertise across the firm to help you create client solutions.
The freedom to create solutions specific to your client’s goals.

Disclosures

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.

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Associate Director-Credit/Collections

AT&T Orlando, FL

15d ago

$106k - $159k/yr Full time Manager Accounting Accounts Receivable

Manager Accounting Accounts Receivable

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Job Description

AT&T presents a senior leadership opportunity in Orlando to oversee credit risk and collections operations. This on-site role blends strategic execution with hands-on leadership, guiding the credit and collections team and aligning with cross-functional partners to protect cash flow and support customer outcomes. Based in Orlando, you will implement strategies, mentor staff, and coordinate with sales, finance, and other stakeholders to optimize credit policies and collections performance.

Responsibilities

Oversee the department's operations and day-to-day initiatives, ensuring consistent execution of plans.
Execute strategies established by senior leadership and ensure their effective implementation.
Lead staff across entry-level and professional levels within the organization.
Influence decisions regarding hiring, firing, disciplinary actions, promotions, and pay decisions for subordinates.
Credit risk and collections management: assess and monitor client creditworthiness, approve or decline credit applications based on thorough analysis, and develop and implement collection strategies to minimize overdue accounts and bad debt.
Collaborate with sales, finance, and other departments to align credit policies and communicate effectively; prepare and present regular credit and collections performance reports to senior management.
Provide leadership to the credit and collections team, ensuring training, motivation, and efficiency; develop and implement strategies, policies, and procedures to optimize performance.
Offer ongoing training and professional development opportunities for the team to support continuous improvement.
Perform other duties as assigned, maintain high levels of customer service, ensure compliance with relevant laws, manage external agency relationships, and evaluate technology solutions to enhance efficiency.

Requirements

5+ years of related experience.
Bachelor’s degree (BS/BA) desired.

Benefits

Medical, dental, and vision coverage
401(k) plan
Tuition reimbursement program
Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
Paid parental leave
Paid caregiver leave
Additional sick leave beyond what's required by state and local law may be available but is unprotected
Adoption reimbursement
Disability benefits (short term and long term)
Life and accidental death insurance
Supplemental benefit programs including critical illness, accident hospital indemnity, and group legal
Employee assistance programs (EAP)
Extensive employee wellness programs
Employee discounts up to 50% on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available), and AT&T phone services

Compensation Offered

Salary range for this role is $106,100 to $159,100 per year. Individual starting pay within this range may depend on geography, experience, expertise, and education/training.

Supervisor Role

Yes

Weekly Hours

Time Type

Regular

Location

Orlando, Florida

Salary Range

$106,100.00 - $159,100.00

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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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Lead, Program Finance

L3Harris Technologies Palm Bay, FL

15d ago

Full time Manager Accounting Budgeting

Manager Accounting Budgeting

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Job Description

Onsite in Palm Bay, Florida, the Lead, Program Finance plays a pivotal role in managing financial control for a high-visibility Watch Program within L3Harris Technologies’ Acoustic Systems Division. This senior position partners with program managers and cross-functional teams to drive financial program execution, maintain the program’s financial plan, and deliver insights into cost and schedule health for leadership.

Responsibilities

Lead the program's financial management by developing time-phased budgets and schedules, ensuring Earned Value data compliance and reporting, and overseeing cost accounting and the integration of cost and schedule data.
Prepare quarterly EACs and support accurate projections of ETC, EAC, and Latest Revised Estimate (LRE).
Ensure EAC adherence to L3Harris AC-13 and PMO-05 policies; assess gaps, propose corrective actions, and implement them.
Develop and review time-phased budgets, establish key performance metrics and milestones, regularly report cost and schedule variances, investigate financial irregularities, ensure financial program compliance, and prepare milestone invoices and cash forecasts.
Collaborate with Program Managers, Technical Leads, and Division/Sector leadership to interpret and communicate financial performance.
Influence day-to-day financial activities related to Programs, Proposals, and Reviews, including shaping strategies to achieve program financial goals.
Partner with IPT members to execute baselining, ETC, and change-management processes.
Demonstrate self-motivation and strong interpersonal skills to effectively engage with colleagues at all levels.
Proactively resolve complex problems and issues in a timely manner with limited supervision.
Exhibit initiative, independence, closure, and the ability to navigate multiple priorities under tight deadlines.

Requirements

Bachelor’s Degree in Business, Accounting, Finance, or a related field with a minimum of 9 years of prior relevant experience;Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Qualifications

Bachelor’s Degree in Business, Accounting, Finance, or related field with a minimum of 9 years of prior relevant experience; Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Technologies

Microsoft Office, SAP, EVMS, COBRA

Job Code

35663

Location

Palm Bay, FL (onsite)

Schedule

9/80 schedule: employees work 9 out of every 14 days, totaling 80 hours, with every other Friday off.

Preferred Additional Skills

Previous experience with SAP and EVMS including COBRA
Knowledge of cost/schedule development, budgeting, financial analysis and forecasting
Ability to multi-task and prioritize competing demands in a fast-paced environment
Strong interpersonal and communication skills
Detail-oriented with the ability to manage multiple priorities under pressure

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Sr. Finance Manager - Integrations & Acquisitions

Elevate ENT Partners Miami Lakes, FL

15d ago

Full time Finance Director Manager Senior

Finance Director Manager Senior

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Job Description

Elevate ENT Partners is seeking a Sr. Finance Manager to lead all finance and accounting activities tied to acquisitions within its management services organization. This onsite role in Miami Lakes oversees the end-to-end integration of newly acquired physician practices, coordinating across finance, revenue cycle, HR, operations, and IT to smoothly onboard practices into the MSO infrastructure.

Responsibilities

Due Diligence & Acquisition Readiness: serves as the primary finance lead for pre-acquisition diligence, participates in management meetings and diligence calls to assess operational and financial risks, directs third-party diligence teams to ensure financial information is captured, challenged, and evaluated, and reviews Quality of Earnings to identify liabilities and mitigation opportunities.
Operational Integration Management: owns the end-to-end financial integration of acquired practices across major workstreams within the defined timeline, including onboarding activities, kickoff meetings, and onsite visits with the acquired team; conducts walkthroughs to identify internal control gaps, optimization opportunities, financial risks, and operational considerations essential for a successful integration; oversees banking-related integration workstreams.
Financial Reporting, Analysis & Strategic Support: collaborates with the Data Analytics team to develop reporting from EMR/PM systems and delivers actionable insights to inform strategic decisions; partners with external consultants on ad hoc due diligence, valuation projects, audit assistance, tax matters, and special analyses; drives standardization and scalability across a multi-state, multi-site practice portfolio.

Requirements

Bachelor's degree in Accounting or Finance required; Master's degree is a plus.
CPA license strongly preferred.
5+ years of experience in accounting, finance, or due diligence/transaction advisory roles; healthcare industry experience is a plus.
Prior experience in a PE-backed environment or with M&A integration strongly preferred.
Proficiency in EMR/PM systems (AthenaOne, Modmed, eCW, Greenway, or CareCloud) preferred.
Advanced Microsoft Excel skills; proficiency in the Microsoft Office Suite.
Strong analytical, verbal, and written communication abilities.
Strong interpersonal skills to collaborate effectively across clinical, operational, and finance teams.

Technologies

AthenaOne, Modmed, eCW, Greenway, CareCloud, Intacct, Concur, Microsoft Excel, Microsoft Office Suite

Supervisory Responsibility

This role may supervise 1+ employees and is expected to mentor junior finance/accounting staff.

Work Environment and Physical Demands

This job operates in a professional office setting.
Routinely uses standard office equipment.
Regularly required to talk or hear.
Frequently required to stand, walk, use hands to handle or feel, and reach with hands and arms.
The physical demands described are representative of those required to perform essential functions.

Travel

Moderate travel to acquired practice locations during onboarding and integration phases may be required. Travel requirements will vary based on deal activity.

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Financial Planner - Lead

Seternity Solutions Buffalo Grove, IL

15d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

This onsite role in Buffalo Grove, Illinois leads client relationships and delivers comprehensive financial planning and retirement strategies for a high-touch clientele. The position requires a Series 65 or 66 license and at least three years of direct, client-facing experience.

Responsibilities

Serve as the primary contact for all assigned clients within the Holistic Wealth Management division.
Address client needs, requests, questions, and ongoing updates.
Develop and present comprehensive financial plan recommendations.
Design robust retirement income strategies and oversee retirement plan tracking.
Prepare investment portfolio summaries and conduct asset allocation analyses.
Meet regularly with clients to establish trusting, supportive relationships.
Create and analyze a variety of financial planning reports.
Use tax planning software to evaluate tax circumstances and craft tax strategies.
Generate and compare illustrations for annuities, life insurance, and long-term care to identify optimal options for clients.
Oversee ad hoc analyses and special requests as needed.
Collaborate with team members and advisors on client cases.
Conduct periodic client reviews aligned with the designated Service Model.
Proactively check in with clients throughout the year to ensure needs are met.

Requirements

Minimum of three years of experience as a Financial Planner working directly with clients.
Series 65 or Series 66 license is required.
CFP designation must be obtained within two years of hire.
Life Insurance license must be secured within six months of hire date.

Licenses and Certifications

Life Insurance License
CFP designation (preferred per listing)
Series 65 or Series 66 (required)

Technologies

Microsoft Excel
Tax planning software

Benefits

Competitive base salary with performance-based bonuses
Paid time off
Health, dental, and vision insurance
401(k) with company matching
Mentoring from firm owners and a senior advisor
Career growth and advancement opportunities
Business hours: Monday through Thursday 8:45 am to 5:00 pm; Friday 8:45 am to 2:30 pm; paid lunch hours
Supportive, family-oriented company culture
Unlimited snacks and drinks available in-office
Access to complimentary Starbucks coffee during work shifts
Life insurance coverage

Compensation

Annual base salary range: USD 120,000 to 150,000.

Job Type

Full-time

Experience

Financial planning experience: 3 years required.

Education

Bachelor's degree required.

Location

Buffalo Grove, Illinois (onsite).

Relocation

Relocation to Buffalo Grove, IL 60089 required prior to starting.

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Financial Reporting & Compliance Manager

ClearpointCo. Houston, TX

15d ago

$110k - $130k/yr Full time Manager Accounting Compliance

Manager Accounting Compliance

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Job Description

ClearpointCo., based in Houston, TX, is seeking a Financial Reporting & Compliance Manager to lead IFRS-based consolidated financial reporting across its entities. The role acts as an independent control layer to validate data integrity and ensure timely compliance with regulatory obligations. This hands-on leadership position emphasizes disciplined financial processes within a lean, fast-paced environment.

Location: Houston, TX (onsite). Salary: USD 110,000 - 130,000 per year. Minimum experience: 7 years.

Responsibilities

Compile IFRS-compliant consolidated financial statements on a monthly, quarterly, and annual basis for the group.
Create management reports and investor-focused financial packages.
Ensure data across all entities is consistent, accurate, and complete.
Conduct analytical reviews to validate results and identify anomalies.
Maintain proper application of IFRS across all reporting processes.
Own the month-end close schedule and related reporting deadlines.
Coordinate inputs from accounting and regional teams.
Ensure data readiness for reporting through pre-close reviews.
Maintain the compliance calendar across jurisdictions.
Coordinate statutory, tax, and regulatory filings with internal and external stakeholders.
Manage relationships with outsourced providers and advisors.
Review filings and supporting documentation prior to submission.
Ensure all compliance obligations are completed accurately and on time.
Act as the primary coordinator for external audits.
Oversee audit timelines, deliverables, and PBC requests.
Prepare required schedules and supporting documentation.
Maintain ongoing audit readiness throughout the year.
Conduct independent review of financial data, including balance sheet schedules and reconciliations.
Identify inconsistencies, risks, and unsupported balances.
Challenge accounting outputs when they are incomplete, incorrect, or non-compliant.

Requirements

Seven or more years of financial reporting experience.
Experience owning financial reporting tools, notably Microsoft Dynamics 365 Business Central (MS BC) and related systems.
Ensure proper setup, data integrity, and alignment within MS BC.
Support system improvements, configuration changes, and reporting enhancements.
Lead consolidation and reporting processes using MS BC capabilities.
Support ERP implementations and post-acquisition system integrations.
Maintain data consistency across systems and reporting outputs.
Solid knowledge of IFRS, financial reporting, and consolidation.
Experience with MS BC or similar ERP systems.
Strong analytical abilities with meticulous attention to detail and a control-focused mindset.
Experience working in multi-entity or international environments.
Ability to challenge constructively and collaborate across functions.
Comfortable working in a lean, hands-on, fast-paced environment.