D&O

D&O Finance Jobs

900 jobs found

Finance Manager (Strategic & Systems-Focused)

Confidential Fort Lauderdale, FL

15d ago

$90k - $100k/yr Full time Manager Marketing Accounting

Manager Marketing Accounting

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Job Description

This hands-on finance management role oversees daily accounting operations and forward-looking financial modeling to inform strategic decisions. The position emphasizes a tech-enabled approach, leveraging advanced Excel, data structuring, and process automation to support the business.

Responsibilities

Own the general ledger and chart of accounts within QuickBooks; oversee the monthly close with accuracy and timeliness; ensure correct expense categorization across marketing, sales, and G&A; maintain a clean, reliable P&L.
Develop and maintain budgets, forecasts, and scenario analyses; analyze revenue drivers (earned vs advanced); evaluate marketing ROI and overall business performance; provide forward-looking insights to leadership.
Structure data from multiple systems such as ERP and spreadsheets; reduce manual processes and improve workflows; support dashboard reporting using Excel and Power BI; design scalable data structures.
Translate financial data into actionable insights; collaborate with leadership on decision-making; proactively identify issues and opportunities.

Requirements

Advanced Excel skills with a focus on financial modeling
Experience thriving in growing or fast-paced environments
Solid accounting foundation
A data-driven, systems-minded approach
Ability to work with multiple data sources
Strong problem-solving abilities and structured thinking

Technologies

QuickBooks
Excel
Power BI
ERP

Benefits

Paid time off

Disqualifiers

Emphasis solely on month-end close
Overreliance on static reporting
No experience with modeling or automation
Background limited to large corporate environments without hands-on building experience

Location

Fort Lauderdale, FL (onsite)

Work Location

In person

Compensation

USD 90,000 - 100,000 per year

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Director of Finance

Greenhouse Movement Oak Park, IL Hybrid

15d ago

$30k - $40k/yr Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

The Greenhouse Movement seeks a Director of Finance to oversee financial systems, controls, and reporting for a Christian nonprofit, ensuring clarity, accuracy, and integrity across multiple entities while building scalable, durable processes.

Role Summary

The Director of Finance will manage financial systems, controls, and reporting to support the organization’s mission. This role ensures financial clarity, accuracy, and integrity across multiple entities and platforms, while developing durable, scalable processes to accommodate growth. The final scope may vary based on candidate experience and organizational needs.

Responsibilities

Establish strong controls for separation of duties, financial accuracy, and policy adherence.
Ensure compliance with GAAP, IRS requirements, and industry best practices.
Supervise two direct reports, providing guidance, training, and accountability.
Translate complex financial data into clear information for non-finance colleagues.
Develop intuitive reports and dashboards to monitor key financial metrics.
Lead budgeting and forecasting processes.
Streamline, automate, and redesign processes to improve efficiency and scalability.
Improve the clarity and user experience of spreadsheets, dashboards, and tools.
Create and maintain up-to-date documentation for all financial workflows.
Develop protocols to prevent operational discontinuity.

Requirements

Minimum 5+ years of financial management experience, with preference for nonprofit or church contexts.
Bachelor's degree in business, finance, or a related field; CPA preferred and highly regarded.
High integrity, sound judgment, and meticulous attention to detail.
Engaging and cooperative leadership style.
Proficiency in GAAP, internal controls, QuickBooks, and Microsoft Excel.
Active Christian faith and membership in a local church.
Agreement with Greenhouse Covenant for faith and conduct.
Participation in the organization's shared spiritual life, including prayer and worship.
Microsoft Excel experience of at least 3 years and QuickBooks experience of at least 3 years.
Bachelor's degree is required.

Technologies

QuickBooks
Microsoft Excel

Benefits

Flexible schedule
Paid parental leave
Paid time off
Retirement plan

Key Details

Supervisor: Director of Operations
Compensation: $30,000 - $40,000 per year
Hours: Half-time, salaried
Location: In-person / hybrid in the Chicago area, Oak Park, IL 60302
Start Date: April 2026

About The Greenhouse Movement

The Greenhouse Movement is a Chicago-based Christian nonprofit focused on cutting edge mission work in the United States and abroad, with a emphasis on planting new churches and resourcing church leaders within the Anglican Church in North America. Financial stewardship is central to our witness, and we seek team members who share a commitment to excellence, transparency, and faithfulness.

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Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 Lancaster County, PA

15d ago

$40 - $45/hr Full time Accounting Advisor Budgeting

Accounting Advisor Budgeting

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Job Description

Part-time Finance Advisor providing CFO-level financial oversight across a multi-state real estate investment company, with a focus on enhancing financial visibility, dashboards, KPIs, cash flow, and deal-level financials (flip vs buy-and-hold) while offering flexible scheduling.

Role Overview

As a Finance Advisor, you will strengthen financial visibility and support smarter decision-making across the business. You will collaborate on strategic financial decisions with leadership and contribute to a growing portfolio of real estate investments.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials including flip versus buy-and-hold
Build dashboards and track key performance indicators (KPIs)
Track and analyze cost per lead (CPL)
Track and analyze cost per acquisition (CPA)
Track and analyze overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy with spreadsheets, accounting software, and CRMs

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About Us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and continue to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment.

Location

Location: Lancaster County, PA (remote)

Work Location

Work location: In person

Compensation

Salary range: USD 40.00 - 45.00 per hour

Job Type

Part-time, Contract

How to Apply

We are eager to learn about your experience. To learn more about our team and projects, please visit: https://homeoffer365.com/team

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Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 York County, PA

15d ago

$40 - $45/hr Full time Finance Director Accounting Advisor

Finance Director Accounting Advisor

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Job Description

Home Offer 365, a growing real estate investment company, seeks a Part-Time Finance Advisor to provide CFO-level support across multiple entities. This role focuses on elevating financial visibility and guiding smarter decision-making across operations, including flip and buy-and-hold ventures. Located in York County, Pennsylvania, with remote flexibility, the position offers a competitive hourly rate of $40–$45 plus a performance-based monthly bonus.

Role overview

As our Finance Advisor, you will play a key role in strengthening financial visibility and supporting smarter decision-making across the business.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials (flip vs. buy-and-hold)
Build dashboards and track key performance indicators (KPIs)
Track and analyze: Cost per lead (CPL)
Track and analyze: Cost per acquisition (CPA)
Track and analyze: Overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy (spreadsheets, accounting software, CRMs)

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and are continuing to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment. We are seeking an experienced finance professional to bring clarity, structure, and strategic oversight across all operations.

Why join us

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Close collaboration with leadership on strategic financial decisions
Join a team dedicated to growth, clarity, and execution

How to apply

We are excited to learn more about your experience. To find out more about our team and projects, please visit: https://homeoffer365.com/team

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Trust Officer

Charles Schwab Henderson, NV Hybrid

15d ago

$106k - $140k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

The Trust Officer role at Charles Schwab is a hybrid remote position in Henderson, NV, focused on managing relationships with registered investment advisors and trust beneficiaries while ensuring compliance with bank policies and applicable regulations.

Responsibilities

Serve as the primary point of contact for the assigned book of trust accounts.
Administer each trust in accordance with applicable laws, regulations, and the terms of its governing instrument.
Maintain high client service levels by promptly researching and responding to registered investment advisors, trust beneficiaries, internal financial consultants, and other centers of influence in the account relationship.
Present discretionary memorandums for review and approval by the Discretionary Distributions Committee.
Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
Manage the volume of new accounts through the post acceptance administrative review process.
Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects.
Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed.
Provide support to the Senior Trust Officer and Director.
Provide training and support to junior staff.

Requirements

5+ years of experience in personal trust administration as the primary trust professional with an assigned book of business.
Experience with directed trusts preferred.
Bachelor's degree or higher; CTFA preferred, or equivalent work experience.
Strong knowledge of trust administration principles with practical experience managing trusts governed by Delaware and Nevada law is a plus.
Excellent organizational skills and the ability to manage multiple priorities without compromising quality or accuracy.
Strong interpersonal and communication skills and the ability to interact effectively with a diverse range of people.
Highly motivated, self-starting, and proactive.

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Position Type

Regular

What’s in it for you

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Trust Officer

Charles Schwab Wilmington, DE Hybrid

15d ago

$106k - $140k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Charles Schwab is hiring a Trust Officer for a hybrid remote role in Wilmington, DE, offering a salary range of USD 105,500 to 140,400 per year and a focus on managing an assigned book of business while ensuring compliance with Bank policies and relevant regulations.

Responsibilities

Serve as the primary contact for the assigned book of trust accounts.
Administer each trust in accordance with applicable laws, regulations, and the terms of its governing instrument.
Maintain high client service levels by promptly researching and responding to registered investment advisors, trust beneficiaries, internal financial consultants, and other centers of influence in the account relationship.
Present discretionary memorandums for review and approval by the Discretionary Distributions Committee.
Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee.
Manage the volume of new accounts through the post acceptance administrative review process.
Ensure proper receipt of and accounting for miscellaneous assets in established trust accounts.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding current and future trust prospects.
Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed.
Provide support to the Senior Trust Officer and Director.
Provide training and support to junior staff.

Requirements

5+ years of experience in personal trust administration as the primary trust professional with an assigned book of business.
Experience with directed trusts preferred.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Strong knowledge of trust administration principles with practical experience in trusts governed by Delaware and Nevada law is a plus.
Excellent organizational skills and the ability to manage multiple priorities without compromising quality or accuracy.
Strong interpersonal and communication skills and the ability to work effectively with a variety of people.
Highly motivated self-starter.

Benefits

401(k) with company match and Employee Stock Purchase Plan.
Paid time off for vacation, volunteering, and a 28 day sabbatical after every 5 years of service for eligible positions.
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

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Financial Planning Specialist

MomentUs Wealth Management Bedford, TX

15d ago

$73k+/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

MomentUs Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks a Financial Planning Specialist to support the firm’s advisor teams with financial planning work, data analysis, and client service. This onsite role in Bedford, Texas centers on proactive problem solving and delivering an exceptional client experience through precise analysis and collaborative support.

Responsibilities

Record meeting notes from advisor and client sessions and ensure action items are completed
Process trades in client accounts as directed by the servicing advisor, ensuring accuracy and timely execution
Proactively monitor client portfolios and tracked metrics to identify risks, opportunities, and next steps before issues arise
Assist with tracking business performance metrics and prepare insightful reports for advisor review
Maintain currency on financial planning tools, investment platforms, and industry best practices under advisor guidance
Support financial planning activities, including data analysis, plan updates, and delivering high-quality deliverables using planning software
Maintain working knowledge of annuity, life, disability, and long-term care (LTC) application processes, as well as estate settlement procedures
Collaborate with the Ameriprise home office to resolve account service issues efficiently and thoroughly
Process transactions and service requests as directed, ensuring follow-through to completion
Handle ad-hoc client service needs and address escalated service issues from client service managers
Communicate confidently by phone with clients, prospects, and the home office
Monitor and respond to client emails and calls, prioritizing urgent matters and anticipating needs
Demonstrate ownership by identifying process improvements and contributing ideas to enhance client service and team efficiency
Perform additional duties as assigned by financial advisors and other team members