Hybrid Work

Hybrid Work Finance Jobs

172 jobs found

12d ago

Lead Financial Systems Developer

Shook, Hardy and Bacon Kansas City, MO Hybrid

Kansas City, MO

12d ago

Full time Senior .NET Analyst

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Job Description

Shook, Hardy and Bacon offers a hybrid remote opportunity in Kansas City, MO for a Lead Financial Systems Developer. This role focuses on designing, developing, implementing, and integrating financial systems to support the firm’s finance and accounting functions. You will work on data integration and reporting using Power BI and SSRS, with SQL, SSIS/SSAS, Azure, and the .NET framework in a legal industry context. Collaboration with Financial and Pricing Analysts is a key aspect of delivering integrated data solutions in a team-oriented environment.

Responsibilities

Lead the research, design, development, implementation, and integration of financial systems to support the firm’s finance and accounting functions.
Architect, analyze, design, test, implement, troubleshoot and maintain new and existing financial applications.
Maintain balance and system coherency between Finance and Accounting applications and the existing IT infrastructure.
Understand the SQL table structures of the various Finance & Accounting software systems to develop reporting and ad hoc queries; primary data source is 3E.
Collaborate with Financial and Pricing Analysts to develop reports using Power BI and SSRS.
Deliver data integration by uniting data across legacy, new development, and purchased package environments tailored for the legal industry.
Study data sources by analyzing and identifying relationships among data objects.
Develop and modify SQL functions and stored procedures to extract, transform, and load data.
Demonstrate advanced understanding of SSAS and SSIS and training others in the reporting line.
Exercise appropriate discretion and sound judgment in the execution of duties.

Technologies

SQL Server
SSIS
SSAS
SSRS
Visual Studio
Power Platform
Azure Cloud
.NET Framework
Power BI
3E
Microsoft Office Suite

Requirements

Bachelor's degree (B.A.) from a four-year college or university in Information Systems or related discipline.
3+ years of experience with SQL Server.
3+ years of experience with SSIS.
3+ years of experience with SSAS.
3+ years of experience with SSRS.
3+ years of experience with Visual Studio.
3+ years of experience with Power Platform.
3+ years of experience with Azure Cloud.
3+ years of experience with .NET Framework.
Or equivalent combination of education and experience.
Knowledge of standard accounting policies and procedures and/or law firm operations is a plus.
Proficiency in Microsoft Office Suite including creating and utilizing spreadsheets as well as accounting system applications.
Must have advanced Excel spreadsheet experience.

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13d ago

Senior Staff Auditor

Hayden Ross, PLLC Moscow, ID Hybrid

Moscow, ID

13d ago

$75k+/yr Full time Senior Audit Auditor

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Job Description

Hayden Ross, PLLC is expanding its government and not-for-profit audit practice with a Senior Staff Auditor role based in Moscow, Idaho, offering a hybrid work arrangement. This position centers on conducting governmental and not-for-profit audits and servicing clients in the CDA area, with in-office or hybrid options to support a balanced work environment. A Bachelor's degree in Accounting is required, and candidates must hold CPA certification or CPA eligibility and be actively pursuing the CPA, with a minimum of three years of audit experience.

Responsibilities

Conduct governmental and not-for-profit audits
Servicing clients in the CDA area

Requirements

Bachelor's degree in Accounting (Required)
CPA certification or CPA eligibility and actively pursuing CPA to be considered
Minimum of 3 years of audit experience, preferably within a public accounting firm

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance

Job Details

Job Type: Full-time
Salary: From $75,000.00 per year
Location: Hybrid remote in Moscow, ID 83843
Ability to commute: Moscow, ID 83843 (Required)
Ability to relocate: Moscow, ID 83843 (Relocate before starting work — Preferred)
Willingness to travel: 25% (Preferred)

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14d ago

Associate Financial Advisor

RIA Recruiting Washington, DC

Washington, DC

14d ago

$80k - $90k/yr Full time Advisor Associate Client Relations

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Job Description

This Associate Financial Advisor role with RIA Recruiting in Washington, DC offers a hybrid work arrangement, a base salary of $80,000-$90,000, and growth potential.

Responsibilities

Serve as the primary contact for clients' financial planning inquiries by phone or email, ensuring clients understand options and the implications of recommended strategies.
Prepare for and participate in semi-annual client review meetings.
Create and update comprehensive financial plans and present findings during client meetings.
Collaborate with outside consultants on tax, insurance, and mortgage matters to optimize client outcomes.
Coordinate with the Client Service team to ensure data and document requests are fulfilled.
Assist with trading and rebalancing client accounts.

Requirements

Minimum of 2 years in financial services.
CFP designation, or current enrollment in a CFP program.
Interest in expanding knowledge of tax and executive compensation, with progression through related designations.
Ability to manage own workload without micromanagement.
Strong organizational skills and attention to detail.
Track record of following through on outstanding tasks to serve clients effectively.
Effective communication skills.
Strong prioritization, problem-solving, and deadline-management abilities.
Experience with our systems is not required, but familiarity with Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, or Schwab Advisor Center is a plus.

Technologies

Wealthbox
Advyzon
AssetMap
Holistiplan
Pontera
Jump
TaxStatus
Trayecto
Schwab Advisor Center

Benefits

Base salary of $80,000-$90,000 based on experience.
4 weeks PTO plus 10 paid holidays.
401(k) retirement plan with 3% automatic employer contribution.
Health care stipend.
Professional, collaborative atmosphere with opportunities for growth.
Potential for future firm equity.
Hybrid work setup with remote Mondays and Fridays.
Firm-sponsored education plan toward tax and executive compensation knowledge, with the goal of earning the Enrolled Agent designation.

The Process

15- to 30-minute Zoom interview conducted by the consultant serving as the hiring manager for this role.
If there is ground to proceed, complete a Career History Form.
If selected to advance, you will be invited to interview with the advisors.
Qualified candidates may be asked to complete assessments.

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14d ago

Senior Financial Advisor, Advisory Services

T. Rowe Price Owings Mills, MD

Owings Mills, MD

14d ago

$99k - $146k/yr Full time Senior Advisor Advisory

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Job Description

This senior advisory position focuses on delivering high quality financial guidance, strengthening client relationships, and expanding advisory capabilities within T. Rowe Price's retail Advisory Services. The role is onsite in Owings Mills, MD with a hybrid work arrangement available.

Responsibilities

Implements and develops advisory solutions for assigned clients and coordinates internal resources necessary to carry out solutions.
Prepares financial plans for pre-retirees and retirees, advising in asset allocation, spending and savings plans, Social Security strategies, and related areas.
Stays current on market events and serves as a Subject Matter Expert on various planning topics to educate advisory clients and prospects.
Contributes suggestions for program upgrades and may participate in the development of future enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
Identifies areas for improvement, evaluates existing policy, and partners with peers and management to propose changes.
May assist with development and implementation within the department.
Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and deepens client relationships through consultative, personalized support and recommendations.
Works directly with less experienced peers to determine the best approach to rectify a client's dissatisfaction.
Works with clients to determine their appetite for risk and how that aligns with different advice solutions, ensuring that implemented solutions are compliant; may resolve standard risk or compliance issues with guidance from more senior staff.
May have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience, plus 5+ years of total relevant work experience
Previous success in building relationships, uncovering needs, and recommending solutions
Demonstrated organizational skills
Strong written and verbal communication skills
FINRA Series 7 and 66, or 63/65, licenses upon hire

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, with advisory experts supporting investors in achieving goals and peace of mind. The firm draws on a long history of investment excellence and over 85 years of experience, seeking talented advisors to build on this legacy and meet growing demand for financial guidance. The organization is committed to helping investors retire with confidence by delivering high-quality financial advice. As an advisor, you will have the opportunity to shape the future of financial advice and nurture lasting client relationships, leveraging proprietary research and a strong reputation that have driven growth in recent years. Expanding the Advisory business is a strategic priority for the retail division, underscoring a commitment to broader client value. The environment supports collaboration and ongoing professional development for those focused on advancing their careers in this field.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Base salary ranges by location are as follows: $98,500 to $146,000 for Maryland, Colorado, Washington and remote workers; $98,500 to $146,000 for Washington, DC; and $98,500 to $146,000 for New York and California. Placement within the range is based on relevant experience and skills. Base salary is only one component of total compensation; employees may be eligible for a discretionary bonus determined by company and individual performance.

Commitment to Diversity, Equity, and Inclusion

T. Rowe Price views associates as its greatest asset and operates within a culture built on inclusion. The company fosters a work environment where associates can bring their best selves to work every day. A diverse, global workforce enables the organization to embrace new ideas and perspectives that advance business priorities and deliver strong client outcomes. Equal opportunity and fair, consistent treatment are fundamental to the organization’s approach.

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14d ago

Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

Allen, TX

14d ago

Full time Advisor Analyst Budgeting

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Job Description

Strategic Financial Analyst and Finance Business Partner supporting the Enterprise Technology unit at Jack Henry & Associates, based in Allen, TX with a hybrid work arrangement.

Responsibilities

Conducts highly sophisticated analyses of cash flow, operating results, and business plans to assess rates of return, capital and cash flow requirements, and related metrics.
Develops, interprets, and applies financial concepts for planning and control processes.
Collects, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trend-based future requirements, and operating forecasts.
Performs economic research and studies in areas such as returns, depreciation, working capital needs, investment opportunities, investment performance, and government impact.
Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Documents revenues and expected expenditures and prepares summary statements and documentation.
Serves as a consultant to management on financial policies, procedures, and applications.
Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.
May assist less experienced peers.
May act as a team leader.
May perform other job duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or Business Administration.
Minimum 10 years of combined experience in strategic finance, P&L ownership, accounting, finance business partnering, finance operations, corporate finance, or FP&A, including annual budgeting, monthly forecasting, expense analysis, and management reporting.
Experience in FinTech/SaaS or technology organizations, or directly supporting a technical business unit.
Advanced MS Excel proficiency with the ability to build financial models.
Proven ability to plan, prioritize, and organize a diversified workload to meet tight deadlines.
Strong business acumen and a desire to deepen knowledge of the business and industry.
Ability to recommend process improvements to enhance efficiency and effectiveness.
Willingness to work extended hours, including late evenings or overtime as needed.
Ability to travel up to 5% for internal meetings, trainings, and professional conferences.

Technologies

MS Excel
OneStream
Power Query
Power BI

Why Jack Henry?

Jack Henry emphasizes doing the right thing, going the extra mile, and having fun, with a focus on supporting associates' physical, mental, and financial wellbeing through strong benefits programs.

Culture of Commitment

Employees describe an exceptional culture built on collaboration, resilience, and shared success, with a focus on meeting challenges and pursuing opportunities. Our Corporate Responsibility program reflects dedication to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

Jack Henry is an equal opportunity employer that values the unique contributions of all individuals. The company promotes inclusion across hiring, promotion, compensation, benefits, education, training, and other activities, and prohibits retaliation for good faith discrimination complaints or investigations.

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15d ago

Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

Rapid City, SD

15d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

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

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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15d ago

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

Raleigh, NC

15d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts