Member Experience

Member Experience Finance Jobs

165 jobs found

Controller

Price Kong & Co., CPAs PA On Behalf of Client Tucson, AZ

1mo ago

$120k - $150k/yr Full time MBA Accounting Accounts Payable

MBA Accounting Accounts Payable

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Job Description

Position Summary

The Controller ensures the accuracy and integrity of financial data across multiple entities, prepares reports for various stakeholders, and partners with internal teams to enhance financial processes. This role directs the daily operations of the accounting team and implements strong policies and procedures to support scalable growth. The position is based in Tucson, Arizona and is full-time and exempt. The Controller reports to the Chief Executive Officer or Chief Financial Officer.

Position Details

Employer: Price Kong & Co., CPAs PA On Behalf of Client
Location: Tucson, AZ 85743
Work Location: In person
Job Type: Full-Time, Exempt
Reports To: Chief Executive Officer (CEO) or Chief Financial Officer (CFO)

Compensation

Salary: $120,000 – $150,000 per year
Pay: $120,000.00 - $150,000.00 per year
Benefits: 401(k) matching, Dental insurance, Disability insurance, Health insurance, Life insurance, Paid time off, Vision insurance

Core Responsibilities

Leadership
- Oversee the accounting team responsible for financial reporting, billing, collections, payroll, and budget preparation
- Direct day-to-day accounting activities including general ledger, accounts payable, accounts receivable, invoicing, inventory, bank reconciliations, and monthly and annual closing processes
- Prepare and analyze financial statements in line with GAAP
- Ensure compliance with federal and state regulations and uphold internal controls
- Foster a collaborative environment and mentor accounting staff
- Hire, train, and manage accounting team members
- Identify training needs, coordinate programs, and regularly assess team and individual performance
Financial Controls
- Establish internal controls and guidelines for accounting transactions and budget preparation
- Develop and enforce policies and procedures; maintain a control framework to minimize risk and enhance transparency
- Advance financial policies to ensure operational efficiency and regulatory compliance
- Implement strong internal controls and drive process improvements across departments
Accounting
- Lead and review activity reports, financial forecasts, and annual budgets
- Ensure timely production of periodic financial reports in accordance with GAAP
- Monitor cash flow and working capital to maintain financial health and readiness
- Audit accounts for regulatory compliance; coordinate with external auditors and provide information for annual audits
- Manage and review accounts payable, accounts receivable, invoicing, bank reconciliations, and the general ledger
- Prepare month-end, year-end, and ad hoc financial reports
- Regularly report financial metrics to the leadership team
- Present recommendations on short and long term financial objectives and policies
- Prepare financial analyses focused on capital investments, pricing decisions, and contract negotiations
- Plan and prepare final financial statements to support annual tax filings
- Perform other duties as assigned

Qualifications

Bachelor’s degree in Accounting or Finance required; MBA preferred
Minimum of 5 years of accounting experience, including 3+ years in a leadership role supervising accounting staff
Strong expertise in GAAP and accounting principles
Experience managing accounting functions across multiple companies or entities
Experience using accounting software platforms
Highly organized with meticulous attention to detail
Excellent verbal and written communication skills
Ability to adapt to a rapidly changing environment

Preferred Qualifications

Microsoft Office and/or Google Suite proficiency
Active CPA license or advanced accounting coursework
Experience with point-of-sale (POS) systems
Experience working in a regulated environment
Knowledge of highly regulated industry environments

Physical Requirements

The Controller sits or stands at a desk for extended periods while using a computer. Occasional lifting, carrying, pushing, or pulling up to 25 pounds may be required. Some bending, stooping, or climbing stairs may be necessary.

Schedule

Monday through Friday, 8:00 AM to 5:00 PM. This role requires hands-on collaboration and operational duties and is conducted fully in person.

Travel

Some out-of-state travel may be required. The successful candidate should maintain reliable transportation to fulfill responsibilities.

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Senior Statutory Accountant (P&C)

Taylor White Accounting and Finance Tampa, FL

1mo ago

$90k - $115k/yr Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

Overview

Taylor White Accounting and Finance is seeking a Senior Statutory Accountant (P&C) to join a growing residential property insurance organization. The role is based in the Tampa Bay Area with a flexible hybrid schedule that combines remote work with quarterly in-person collaboration. The compensation range is $90,000 to $115,000 base, depending on experience, plus a comprehensive benefits package.

What You Will Do

Support statutory accounting for multiple insurance carriers, including month-end journal entries (gross and net of reinsurance) using NetSuite
Maintain balance sheet account reconciliations
Prepare statutory (yellow book) financial reports
Record accounts payable and ensure all regulatory reporting and payment deadlines are met
Record STAT to GAAP conversion entries
Assist with internal and external audit requests
Prepare billings to reinsurers
Provide technical guidance to senior leaders
Perform financial analytics to explain fluctuations and uncover insights
Identify process improvement opportunities to increase efficiency
Actively communicate with reinsurers, auditors, and external partners with professionalism and accuracy
Serve as an active team member, assisting and reviewing the work of staff accountants as needed
Cross-train team members and support knowledge sharing
Participate in special projects, including automation and streamlining initiatives within accounting and finance
Contribute to organizational success through ongoing learning and development

What You Bring

CPA required
Ideal background: external audit experience from a Big 4 or regional firm, or a mix of public and private
Strong statutory and GAAP accounting knowledge
Enjoy working cross-functionally, improving processes, and contributing to a collaborative team
Candidates needing a delayed start date due to busy season are welcome to discuss timing
Experience with NetSuite is a plus
Strong communication skills
Process improvement mindset
Experience with external audits in P&C insurance is preferred

Location and Schedule

Location: Tampa Bay Area. Flexible hybrid arrangement with full remote capability and quarterly in-person team sessions lasting one week per quarter.

Compensation and Benefits

Base salary ranges from $90,000 to $115,000, commensurate with experience, plus excellent benefits.

About Taylor White

At Taylor White, we specialize in Accounting and Finance roles in the Tampa Bay area. Our industry knowledge and recruiting experience help us identify the right opportunities and connect professionals with leading employers.

How to Apply

For more information, please visit www.taylorwhite.com.

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Finance & Insurance Manager - Automotive Group

Confidential Minnetonka, MN

1mo ago

$150k - $250k/yr Full time Manager Automotive Automotive Finance

Manager Automotive Automotive Finance

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Job Description

Overview

A well established automotive group is seeking an experienced Finance and Insurance (F and I) Manager to join our team. The ideal candidate will lead performance, support sales operations, and deliver an exceptional customer experience.

Responsibilities

Present financing options and protection products clearly and professionally
Maintain lender relationships to secure fast, competitive financing
Ensure full compliance with regulatory requirements
Support and collaborate with sales leadership to streamline the customer process
Develop and mentor F&I team members

Requirements and Qualifications

Minimum 3 years of F&I management experience
High-line or luxury automotive experience preferred
Strong communication, leadership, and compliance skills
Proven ability to meet performance targets and build productive cross-department relationships

Why Join Us

Career growth within a respected, performance-driven organization
Ongoing training and development
Modern, team-focused work environment
Advance your F&I leadership career within our organization

Compensation and Benefits

Annual estimated earnings range: $150,000 to $250,000 per year
This is a performance-driven role eligible for short-term and long-term incentives as part of total compensation, including commissions on individual product and reserve income, plus bonuses based on individual Net PVR, product penetration, and manufacturer approvability
Pay: $150,000.00 - $250,000.00 per year

Location and Work Arrangement

Location: Minnetonka, MN 55345

Work Location: In person

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Portfolio Manager II, Business Banking

Wintrust Financial Arlington Heights, IL

1mo ago

$85k - $110k/yr Full time Manager Banking Business

Manager Banking Business

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Job Description

Overview

Wintrust delivers community and commercial banking, specialty finance, and wealth management through 16 bank charters and nine non-bank affiliates. We combine the capabilities of a large institution with the personal, relationship-driven service of community banking. Our client base spans all 50 states, supported by more than 200 branch locations across Illinois, southwest Florida, northwest Indiana, western Michigan, and southern Wisconsin, along with commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, MI, and other key Illinois locations. Our people are the heart of the business, and we are consistently recognized as a top place to work. Wintrust is a $66 billion financial institution headquartered in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under WTFC.

Responsibilities

Prepare and present Credit Approval Presentations (CAPs), summarizing trends and reporting findings.
Evaluate commercial credit requests of varying complexity by reviewing business and individual credit and financial information to assess credit risk.
Assess financial statements and tax returns to determine repayment ability; identify trends affecting repayment, collateral, or operational viability; propose risk rating adjustments supported by changes in financial condition or collateral.
Perform collateral analyses aligned with cash-flow and CRE lending principles.
Communicate directly with Relationship Managers and, when needed, clients to enable timely underwriting of credit requests.
Foster open dialogue and collaboration with the Real Estate Group, Credit Administration, Loan Operations, Managed Assets, and other support teams.
Monitor loans and test covenants; assist with loan closings and maintain credit files and compliance reviews.
Demonstrate urgency in addressing client requests while maintaining acceptable risk parameters to identify issues and implement timely loan modifications and risk-rating updates as appropriate.

Qualifications

Bachelor’s degree in accounting, finance, business, or equivalent.
3+ years of commercial and industrial underwriting and/or portfolio management experience, with working knowledge of the banking environment, products, supporting processes, and technology.
Formal bank credit training is preferred, with a solid understanding of general credit and risk principles, and banking policies/procedures.
Proficiency in MS Office (Excel, Word, PowerPoint) and financial forecast models; experience with the nCino loan origination platform is a plus.
Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow.
Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment.

Benefits

Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Compensation

The estimated salary range for this role is $85,000 - $110,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

About Wintrust

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all

Location

Arlington Heights, IL 60005

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Director of Finance

Hilton College Station and Conference Center Hotel College Station, TX

1mo ago

$100k - $115k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Location: College Station, TX 77840

Overview

Join the Hilton College Station and Conference Center Hotel as the Director of Finance. This leadership role partners with the General Manager to achieve financial objectives through direct oversight of financial operations across the property. Valor Hospitality’s approach emphasizes thoughtful hospitality, meticulous attention to detail, and sustainable practices throughout the guest experience and property operations. We seek professionals who value relationships, uphold high standards, and deliver meaningful experiences for guests, teams, and owners. If you excel at spotting the finer points and driving lasting impact, you’ll fit right in. For more information about Valor Hospitality and our portfolio, please visit valorhospitality.com.

Key Responsibilities

Partner with the General Manager to meet financial targets through direct supervision of financial activities.
Oversee and produce accurate monthly, quarterly, and annual financial reports.
Collaborate with Valor Hospitality’s corporate accounting team to ensure timely, consistent reporting.
Ensure monthly reconciliation of balance sheet accounts with appropriate documentation in line with Valor SOPs.
Adopt a hands-on approach to ensure tasks are completed efficiently.
Analyze financial data, customer information, and market trends to drive financial performance and competitive advantage.
Lead the development of precise forecasts, annual budgets, and business plans.
Oversee banking arrangements and manage the annual budgeting process; prepare monthly financial statements, financial packages, and related reports/analysis.
Establish and maintain robust accounting and operational controls. Manage all accounting functions including Accounts Receivable, Accounts Payable, and the General Ledger.
Monitor financial health through periodic internal audits and ensure effective cash flow management.
Install and sustain controls to protect the organization’s financial assets from loss or misappropriation.
Coordinate and prepare for external audits.
Foster a strong control environment to safeguard assets, enhance operations, and maximize profitability by conducting regular risk assessments and audits.
Participate in sales and revenue strategy meetings to drive top-line growth.
Monitor day-to-day operations to ensure taxes are current, collected, accrued, and remitted as required.
Develop the property team’s business acumen regarding revenue growth, labor productivity, expense control, inventory management, and understanding of the income statement and cash flow.
Demonstrate strong interpersonal and communication skills to lead, influence, and motivate others.
Understand and address the needs of key stakeholders (owners, company, guests, investors, and team members).
Attend meetings with owners and convey strategic priorities with a global perspective.
Actively participate in the training and ongoing professional development of direct reports.
Seek knowledge of and ensure compliance with applicable Franchise and Management Agreements.
Review and monitor vendor contracts; participate in contract negotiations where feasible.
Ensure compliance with all applicable local laws and procedures.
Perform additional duties as required and assigned.

Required Skills and Abilities

Ability to perform rigorous analysis and manage a broad range of information.
Strong leadership capabilities, advanced accounting expertise, and excellent analytical and problem-solving skills.
Extensive knowledge of finance and hospitality best practices, with practical experience managing people and complex issues.
Capacity to investigate and assess current activities or data, draw logical conclusions, and recommend actions in alignment with policies and procedures.
Excellent verbal, written, listening, and presentation skills.

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Vice President of Finance

Pro Search, Inc. Portland, ME

1mo ago

$108k - $130k/yr Full time Budgeting & Forecasting CPA Data Analysis

Budgeting & Forecasting CPA Data Analysis

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Job Description

ProSearch is excited to be leading the search for a Vice President of Finance and Assistant Treasurer on behalf of a confidential and highly respected client in the insurance and healthcare space, located in Greater Portland, Maine. This high-impact leadership role is responsible for the strategic planning, direction, and oversight of financial operations across multiple entities. The right candidate will bring both vision and precision to areas including overseeing, directing, and preparing financial reports, tax filings, and ensuring compliance with all Federal, State, MAR, and company regulations pertaining to financial recordkeeping and transactions.

Principal Duties and Responsibilities

Direct, coordinate, and evaluate the corporate finance, financial operations, and financial accounting departments.
Lead the timely and accurate preparation of all financial reporting and deliverables to senior management, including income statements, balance sheets, reports to shareholders/policyholders, tax returns, and reports for insurance and other related government regulatory agencies.
Analyze the Profit and Loss Statement on a monthly/quarterly/annual basis and report results to senior management.
Oversee the financial forecast and operational budget process for all companies within the organization.
Lead Model Audit Rule oversight and ongoing policies, procedures, and oversight. Ensure the organization’s financial-related metrics, documentation and reporting are conducted timely and accurately. Coordinate with the CRO, as applicable, for all related requirements for the organization.
Oversee internal accounting controls, policies and procedures for all financial reporting, financial accounting, financial operations, federal, state, and premium tax reporting, and compliance.
Coordinate the annual external financial audit to ensure compliance with all related statutory and GAAP accounting principles in a timely, accurate and efficient manner.
Lead reinsurance accounting, reporting, analysis and key monthly, quarterly, and annual external reporting or renewal requirements. Coordinate with other members of leadership regarding reporting and strategic direction of reinsurance.
Lead and oversee current and future general ledger selection, requirements, integration regarding financial reporting and appropriate statutory and GAAP related requirements for consolidation.
Analyze company operations to pinpoint opportunities and areas that need to be reorganized, downsized, or eliminated.
Confers with senior management to coordinate and prioritize planning for significant infrastructure, technology, or core system implementations. Oversee proper budget to actual reporting about these key strategic projects and initiatives.
Works with outside parties such as reinsurers, bankers, and investment managers to ensure effective and pertinent financial reporting of activities.
Responsible for the selection, hiring, and development of corporate finance leadership.
Provides strategic financial input and leadership on decision making issues affecting the entities.
Studies long-range economic trends and projects company prospects for future growth in overall sales and market share, opportunities for acquisitions or expansion into new product areas.
Estimates requirements for capital, land, buildings, and an increase in the workforce.
Supervise investment of cash and all funds; work with operating banks and/or investment managers to raise additional capital as required for expansion.
Evaluates the Finance Department’s structure and team plan for continual improvement of the efficiency and effectiveness of the organization and provides individuals with professional and personal growth.

Minimum Knowledge, Skills, and Abilities

Bachelor’s degree in business administration, accounting, or finance or equivalent and ten or more years of related experience; or equivalent combination of education and experience.
CPA designation required

Location

Portland, Maine 04101 (Greater Portland area).

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Sports Finance, CRE, & Aircraft, Lending Professional , Analyst

JPMorganChase New York, NY

1mo ago

$80k - $105k/yr Full time Aircraft Aircraft Lending Analyst

Aircraft Aircraft Lending Analyst

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Job Description

Overview

Wealth Management — Private Bank is seeking a Lending Professional, Analyst to partner with clients in aligning credit needs with the bank’s broad suite of solutions. The role emphasizes a long-term, cyclical approach to ensure clients are supported through all market conditions. You will collaborate with a team of professionals to originate and manage a diverse portfolio of credit facilities, acting as the primary owner for portfolio maintenance to guarantee timely client service and proactive risk identification.

Responsibilities

Serve as the primary owner of the existing loan portfolio while handling various sales-management activities.
Lead portfolio review meetings and prioritize workloads for Lending Advisors and Credit partners between ongoing portfolio maintenance and new activity from Lending Advisor.
Work directly with clients, internal Middle Office teams, and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to drive deal progression and subsequent loan funding, delivering an exceptional client experience.
Prioritize and own risk exceptions (e.g., covenants, payment delinquencies, missing legal documents) to maintain the health and profitability of the regional loan portfolio.
Identify and navigate prerequisites for each lending solution (e.g., facilities backed by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during credit risk and legal processes to deliver these solutions to clients.
Monitor loan portfolio health and provide discretionary approval when appropriate to resolve billing inquiries; lead escalations and collaborate with Client Service Groups to address credit-related service inquiries.
Direct the loan document quality-control process with internal and external JPM counsel to ensure final documents reflect the deal structure; coordinate with Credit Risk Management and Lending Specialist as needed.
Support initiatives from Lending Solutions Business Management related to regulatory, industry, and legal changes to evolve the business and ensure compliance.
Collaborate with integrated team members to analyze client financials required for loan requests or to resolve existing portfolio liquidity exceptions.
Coordinate modification and/or renewal of existing credit facilities with the client and credit risk management.
Partner with the Lending Advisor on various research inquiries and reporting tasks.

Required Qualifications, Capabilities, and Skills

Two years of experience in Wealth Management.
Solid understanding of legal documentation and experience coordinating commercial real estate transactions and/or loan closings.
Proactive self-starter with the ability to work with limited supervision and provide leverage for the team.
Ability to navigate bank systems under tight timelines and deadlines.
Good judgment and discretion when handling highly confidential information.
Superior multitasking and organizational skills.
Proven sales and client relationship management capabilities.
Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Adobe PDF.