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89 jobs found

Senior Sales & Service Representative - Southpoint (Universal Banker)

First Citizens Bank Durham, NC

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Overview

Are you a people-person? Be a First Citizens person. Join our branch team and make a difference. In this Senior Sales & Service Representative role, you will support sales and service delivery within the branch. You will build and expand banking relationships through proactive customer outreach and handling service requests. You’ll fulfill deposit accounts, payment solutions and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You adapt to the branch's needs, delivering customer service in both transaction processing and sales capacities.

Demonstrated strengths

Influence: Capable of building rapport with different personalities to drive positive results.
Sales Outreach: Self-starter disciplined to manage daily calling activity to achieve required results.
Communication (Interpersonal): Comfortable and confident with proactively engaging in conversation.
Customer Service: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns quickly and adapts to new information and technology.
Teamwork: Builds strong working relationships with team members and cross-functional colleagues.
Flexibility: Handles multiple demands and shifts priorities to ensure efficient work.
Agility: Processes information effectively and moves quickly through problem resolution.

Responsibilities

Sales: Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals. Ensure alignment with community needs and support the organization's commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities. Practice sales methods that create value for both customer and bank. Plan and prepare to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs. Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities to optimize performance.
Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, th

Location

7101 Fayetteville Road, Durham, NC 27713

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Financial Controller

Kouri Management Council Bluffs, IA

1mo ago

$100k - $125k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

Role Overview

Lead the organization’s accounting function with a focus on financial discipline across all units. This role goes beyond traditional bookkeeping, overseeing internal controls, policy adherence, and the accuracy of key business metrics. It’s ideal for a professional seeking meaningful responsibility, visibility into operations, and room to grow as the company evolves.

Key Responsibilities

Direct all accounting activities including general ledger, accounts payable/receivable, payroll coordination, and cash management
Manage monthly, quarterly, and annual close cycles
Prepare and review property-level, entity-level, and consolidated financial statements
Deliver clear financial reporting and analysis for ownership and management
Ensure compliance with company policies, accounting standards, and internal procedures
Design, implement, and maintain effective internal controls
Ensure accuracy and consistency of key financial and operational metrics (KPIs)
Audit KPI data across systems to verify reliability and integrity
Collaborate with operations and leadership to improve systems and decision-making
Coordinate with external accountants, auditors, and tax professionals

Growth Opportunity

As the organization grows, the scope of this role may expand for a high-performing Controller who demonstrates sound judgment, accountability, and leadership. Advancement is driven by performance and business needs rather than predefined titles.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred
5–10+ years of accounting or finance experience in progressively more senior roles
Experience in real estate, property management, or multi-entity environments preferred (AppFolio experience preferred)
Strong understanding of GAAP and financial reporting; sharp financial and operational instincts
Detail-oriented, organized, and capable of holding systems and processes accountable

Compensation & Benefits

Base salary: $100,000–$125,000 per year
401(k) with 3% match
Medical, dental, and vision insurance; 401(k) and flexible spending accounts
Commuter benefits
Life insurance
Long- and short-term disability coverage
Employee Assistance Program (EAP)
Wellness programs
Real estate services discount program
Aspire with ADP TotalSource® scholarship program

What We Value

Accuracy and integrity
A sense of urgency
Accountability and follow-through
Practical, common-sense problem solving
Long-term thinking
Ownership mentality

Job Details

Job Type: Full-time
Location: In person — Council Bluffs, IA 51503

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Vendor Growth Consultant & Community Manager

Marketopia LLC Pinellas Park, FL

1mo ago

$40k - $70k/yr Full time Manager Marketing Business Development

Manager Marketing Business Development

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Job Description

Overview

Marketopia is building an AI-powered growth engine for MSPs and technology vendors. Rather than a traditional distributor, we empower MSPs to create demand, register deals, close sales, and scale recurring revenue through a curated portfolio of AI vendors and AI-enabled services. Our vendors invest in Marketopia to accelerate their channel growth, while MSP partners rely on us to help them position, sell, and monetize AI. We are seeking a revenue‑focused Community Manager to scale this ecosystem. As a 10x Inc. 5000 honoree and a pioneer in AI-driven agency operations, AI is integrated into how we work, what we sell, and how we grow our clients. If you’re energized by what AI makes possible for a marketing team, you’ll thrive here.

The Role at a Glance

The Growth Consultant & Community Manager – AI Vendor Channel Revenue is a revenue-driving operator responsible for overseeing Marketopia’s AI vendor portfolio and ensuring predictable lead flow, deal registration, pipeline progression, and commission realization. This position reports to the CEO and sits at the nexus of vendors, MSP partners, sales, marketing, and success. This is not an administrative community role; it’s a channel revenue operations role with a strong sales component.

Location & Reporting

Location: Pinellas Park, FL (Office-Based)
Reports to: Executive Leadership, CEO

Core Responsibilities

Vendor Relationship Management
- Serve as the primary day-to-day contact for assigned AI vendors
- Conduct recurring performance reviews (pipeline, conversions, revenue)
- Align vendor messaging and offers with Marketopia campaigns
- Ensure vendors leverage Marketopia’s marketing and CRM infrastructure
- Support vendors in growing channel adoption and channel sales
- Identify & facilitate onboarding for new vendors in the community
- Identify opportunities to accelerate vendor sales growth and sell to vendors
Lead Flow & Demand Management
- Oversee inbound and outbound lead generation tied to each vendor
- Ensure proper routing of leads to MSP partners
- Monitor follow-up SLAs and pipeline conversion
- Identify and resolve pipeline bottlenecks
- Drive continuous improvement in lead-to-close processes
Deal Registration & Channel Operations
- Implement structured deal registration workflows
- Ensure visibility between MSPs and vendors
- Track deal status from first touch through close
- Maintain accurate data in The Growth Machine CRM
- Reconcile vendor-reported revenue with internal tracking
Commission & Revenue Tracking
- Track closed-won revenue attributed to the AI community
- Ensure vendor commission payments are documented and reconciled
- Maintain reporting dashboards showing revenue performance
- Improve systems to prevent commission leakage
MSP Onboarding & Activation
- Partner with Marketopia Sales and Success Coaches to explain the AI Vendor Community to MSP prospects
- Support positioning of vendors during sales conversations
- Ensure newly enrolled MSPs are onboarded, registered with vendors, and connected to deal workflows
- Monitor activation metrics and ensure deal registration within 90 days
- Provide enablement materials and updates to internal teams
Process & Automation Optimization
- Design automation workflows to reduce manual tracking
- Build dashboards for leads, deals, revenue, and commissions
- Continuously improve operational efficiency
Key Performance Metrics
- Vendor-attributed revenue
- Deals registered per MSP
- MSP activation rate
- Pipeline conversion rate
- Commission earned and collected
- Vendor retention and expansion
- Channel revenue growth rate

Compensation & Benefits

Base Compensation: $40,000 – $45,000 annually + benefits + commission

Estimated Total Compensation: Y1 $ 55,000 – $70,000, Y2-3 $120,000 – $145,000

Compensation Structure:

Base Salary: $40,000 – $45,000
Commission Realization Bonus: 5% of Gross Vendor Commissions Collected by Marketop

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Finance Manager

Hunter Douglas Salt Lake City, UT

1mo ago

$115k - $135k/yr Full time Manager Budgeting Capital Expenditure

Manager Budgeting Capital Expenditure

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Job Description

Position Overview

Hunter Douglas is seeking a Plant Finance Manager to act as a strategic partner to plant leadership and financial management, overseeing the plant’s financial responsibilities. The role covers the plant income statement, capital and inventory reconciliations, financial compliance, forecasting and budgeting, and variance analysis. A key focus is identifying opportunities to boost plant performance and evaluating returns on capital investments while safeguarding company assets. The position may supervise analysts or other financial staff as needed. This is a pivotal leadership role within the plant, and the ideal candidate will embody the company values and foster growth for all stakeholders. Location: Salt Lake City, UT 84116.

What you'll do

An employee in this role may be called upon to perform any or all of the following essential functions. These examples illustrate typical responsibilities and are not exhaustive.

Partner with Plant Operations and HR Leadership as a core member of the Plant Leadership team, providing daily direction to plant staff and delivering insights to senior leadership.
Communicate monthly results, periodic forecasts, and the annual plant operating plan/budget, including generating necessary reports.
Prepare templates and consolidate monthly analyses and reports for actual versus budget/prior year results and conduct variance analysis.
Conduct analyses such as KPI metrics dashboards, SQDC, production labor and material efficiencies, backlogs, fixed asset management, inventory analysis, and other measures that highlight improvement opportunities and actionable recommendations.
Ensure completion of month-end close activities including journal entries, reconciliations, accruals, and reporting.
Collaborate with Operations FP&A to ensure accurate inclusion of plant-level detail in Division, Brand and HDNA reporting, forecasting, and planning.
Participate in strategic Division and Brand financial and operational planning; utilize plans to create and implement plant budgets and goals; understand the plant’s impact on the broader organization.
Calculate annual standard cost for products produced at the plant.
Assist in preparing the annual labor and overhead budget, including ongoing review of Labor Management and Capacity analysis.
Establish labor and OH activity rates as dictated by the production plan.
Review the accuracy and control of bills of materials and labor standard hours and rates.
Provide financial analysis support and guidance for capital expenditure and cost-saving proposals; ensure requests align with plant goals, are financially viable, and review post-implementation results.
Ensure compliance with internal controls and identify and correct weaknesses.
Assist external and internal auditors by supplying clear supporting explanations and documentation.
Assist with planning and execution of physical inventories including analysis and reporting of results.
Support successful launches of all new programs with proper cost estimation support and en

Compensation & Benefits

In return for your expertise, we provide a competitive and robust total compensation and benefits package designed to ensure you feel valued.

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Sr. Manager FP&A

MCKESSON Irving, TX

1mo ago

$109k - $181k/yr Full time Manager Budgeting Coaching

Manager Budgeting Coaching

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Job Description

Overview

McKesson is a Fortune 10 leader in healthcare, delivering insights, products, and services that broaden access to quality care while aiming to keep it affordable. Our focus centers on the health, happiness, and well-being of our teammates and the patients we serve. We encourage growth, empower new ideas, and enable you to make an impact. Together, we shape the future of health for patients, communities, and our people, seeking to be part of tomorrow’s health today. McKesson is among the largest providers of medicines, pharmaceutical supplies, and health information technology products and services in the United States, with revenues exceeding $300 billion in FY2025. Founded in 1833 by John McKesson and Charles Olcott in New York, the company began as an importer and wholesaler of pharmaceutical products. Guided by ICARE values, McKesson’s 45,000 employees collaborate daily to improve care for patients worldwide.

Location note: Irving, TX 75039.

Current Need

We are looking for a Sr. Manager FP&A to join our team in Irving, TX 75039.

Position Description

The Corporate FP&A Shared Services Senior Manager (the “Manager”) will support reporting and analytics for the business unit SG&A and standard management reporting. Responsibilities span budgeting, forecasting, reporting, and analysis in support of the business unit. The Manager will develop and implement analytical standards for reporting and modeling KPIs. As a key financial liaison, the Manager will partner with various departments across the business unit, coordinate with FP&A leaders and business unit leadership to ensure high-quality service delivery, and work closely with a team to deliver results and boost efficiency. Strong communication skills are necessary to support multiple internal customers in finance and operations, and the role will help enable digital finance capabilities across reporting, forecasting, and performance management. This is a people-leader role overseeing Financial Analysts and responsible for their performance management.

Key Responsibilities

Oversee monthly financial reporting, including variance research, explanation, and resolution.
Manage the preparation and administration of multiple supplemental reporting requirements.
Participate in Operational Reviews and validate the accuracy and integrity of team performance metrics.
Maintain up-to-date cost center portfolio listings, including stakeholder mapping.
Perform and supervise ad hoc financial analyses as needed.

Finance Technology & Analytics Enablement

Support the adoption, optimization, and continuous improvement of FP&A platforms (e.g., SAC EFPR, FDP).
Act as a product owner for FP&A reporting and analytics solutions, translating business needs into technical requirements and scalable designs.
Drive increased use of self-service analytics through FDP / Power BI and enterprise reporting tools.
Identify and execute opportunities for process automation (e.g., forecasting workflows, variance analysis, reporting distribution).
Promote responsible and effective use of AI-enabled finance tools (e.g., Copilot) to improve insight generation and productivity.

People Leader

Manage four direct reports and provide ongoing coaching and guidance.
Maintain a strong quality control environment to ensure consistent, high-quality performance.
Develop technology-forward FP&A talent, focusing on analytics, systems proficiency, and an automation mindset.
Ensure analysts are proficient in data visualization, financial modeling within tools, and structured problem-solving.
Coach team members on leveraging finance technology to shift time from manual work to systemic & data driven workf

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Financial Analyst

Vaco by Highspring Raleigh, NC Remote

1mo ago

$65k - $90k/yr Full time Adaptive Planning Analyst Analytics

Adaptive Planning Analyst Analytics

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Job Description

Overview

Vaco by Highspring is seeking a Financial Analyst for a growing, private-equity-backed SaaS organization. This position is fully remote, with a preference for candidates in the Raleigh-Durham area. The role offers meaningful involvement in forecasting, budgeting, financial modeling, and cross-functional decision support as the company continues to scale. It is well suited for an early-career analyst (roughly 1–5 years of experience) who is highly analytical, quick to adapt, and comfortable working independently in a fast-paced environment. The most important traits for success are strong problem-solving capabilities, intellectual curiosity, and exceptional Excel skills.

What Success Looks Like

Highly analytical and capable of thinking on your feet
Curious about and motivated to deeply understand how a SaaS business operates
Willing to own the process from problem definition to final recommendations
Able to clearly communicate insights to non-finance stakeholders
Collaborative, low-ego, and proactive in a remote environment

Role Highlights

Mostly remote role with direct impact on company-wide planning and decision-making
Exposure to senior finance leadership and high-visibility projects
Opportunities to gain broad FP&A experience early in your career
High level of autonomy and trust to own your work
Supportive, collaborative team culture with strong mentorship
Hands-on exposure to modern ERP and FP&A/planning tools

Key Responsibilities

Support annual budgeting, forecasting, and periodic reforecasting across revenue, headcount, and operating expenses
Build, maintain, and improve financial models (P&L, SaaS metrics, cohort analysis, unit economics, scenarios)
Analyze revenue trends, operating expenses, and key SaaS KPIs (e.g., ARR, retention, LTV/CAC) and translate findings into actionable insights
Prepare monthly and quarterly financial reporting packages, including variance analysis versus budget, forecast, and prior periods
Partner cross-functionally with Sales, Marketing, Customer Success, Operations, and Product on financial questions and investment decisions
Support the development and maintenance of dashboards and reporting across Excel/Sheets, ERP, CRM, and FP&A tools
Assist with ad hoc analysis and special projects related to pricing, new initiatives, resource allocation, and scenario planning
Contribute to continuous improvement of financial processes, reporting quality, and automation
Support FP&A systems and planning tools, helping structure models, maintain data integrity, and enable business users

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field
1–5 years of experience in financial analysis, FP&A, corporate finance, or a similarly analytical accounting role
Advanced Excel or Google Sheets skills (financial modeling, complex formulas, pivot tables, scenario analysis)
Strong analytical and problem-solving abilities with meticulous attention to detail
Ability to work independently, manage multiple priorities, and handle ambiguity
Clear written and verbal communication skills
High ownership mindset, intellectual curiosity, and comfort building structure from scratch

Nice to Have

Experience in a SaaS or subscription-based business
Exposure to FP&A or planning tools (e.g., Pigment, Anaplan, Adaptive, Planful, or similar)
Experience working with ERP and CRM systems (e.g., NetSuite, Salesforce, or similar)
Background in a private-equity-backed or high-growth environment
Familiarity with BI tools or basic SQL (not required)

Location

Remote in Raleigh, NC 27612; mostly remote with a preference for candidates located in the Raleigh-Durham area.

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Sr. Operations Accountant

KARL STORZ Endoscopy - America Charlton, MA Hybrid

1mo ago

Full time Accountant Accounting Budgeting

Accountant Accounting Budgeting

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Job Description

Position Overview

The Senior Operations FP&A Business Partner serves as a crucial link between operational performance and financial results. This role collaborates closely with manufacturing, supply chain, and finance leaders to deliver accurate financial planning, transparent operational metrics, and actionable insights. It emphasizes strong cost accounting fundamentals—budgeting, forecasting, and variance analysis—paired with analytical support that drives efficiency, profitability, and informed strategic decisions.

Core Responsibilities

Financial Planning & Accounting
- Lead and support the annual operating and capital budgeting process to ensure alignment with company goals.
- Manage recurring financial forecasts and reconcile actuals through detailed variance analysis.
- Apply cost accounting principles to monitor, analyze, and report on manufacturing performance, COGS trends, inventory effects, and key operational cost drivers.
- Develop financial models to support scenario planning, operational forecasting, and capital investment decisions.
Operational Analytics & Reporting
- Establish and maintain operational KPIs tied to cost, efficiency, throughput, and quality.
- Provide data-driven insights that highlight risks, opportunities, and their financial impact.
- Maintain dashboards reporting key financial and operational metrics (Tableau, Power BI).
- Convert complex financial and operational data into concise recommendations for leaders.
Business Partnership
- Serve as the primary finance partner for operations and supply chain teams, promoting financial discipline and cost transparency.
- Support business cases for equipment investments, process improvements, and strategic initiatives, including ROI, payback, and NPV modeling.
- Communicate performance results and strategic insights to both finance and non-finance stakeholders.
Continuous Improvement
- Identify opportunities to streamline reporting, automate workflows, and improve data accuracy.
- Enhance forecasting processes, operational cost analysis, and financial governance across the organization.

Required Skills & Experience

Education: Bachelor’s degree in Accounting, Finance, Business, Engineering, or a related field.
Experience: 5+ years in FP&A, operations finance, or financial analysis; manufacturing or supply chain experience strongly preferred.
Accounting Knowledge: Strong understanding of cost accounting, standard costing, inventory accounting, and financial planning cycles (budget, forecast, variance).
Technical Skills: ERP experience (SAP, Oracle preferred; SAP data structures a plus); data visualization (Tableau, Power BI); advanced Excel and financial modeling capabilities.
Communication: Ability to simplify financial concepts and influence operational decisions.
Analytical Skills: Proven ability to analyze large datasets and translate findings into actionable business steps.
Leadership & Adaptability: Capacity to manage multiple priorities in a fast-paced operational environment.

Preferred Qualifications

MBA or advanced financial degree.
Hands-on experience with standard costing, variance decomposition, and manufacturing finance.
Background in capital investment modeling and operational ROI analysis.
Experience building dashboards for KPIs, cost structures, OPEX/CAPEX, and operational trends.
Strong data storytelling skills and experience presenting to senior leadership.

Essential Functions

Partner with operations and supply chain leaders to strengthen cost controls and operational accountability.
Deliver timely financial and operational performance insights to the leadership team.

Location & Work Arrangement

Location: Hybrid remote in Charlton, MA 01507.

The selected candidate must reside in the Worcester, MA or Charlton, MA area. This role requires in-office presence three days per week at the Charlton, MA location.

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Financial Planning Advisor

Cornerstone Wealth Management Greenville, SC

1mo ago

$70k - $95k/yr Full time Advisor CFP Client Service

Advisor CFP Client Service

Finance Manager

Motorcycles of Dulles Fairfax, VA

1mo ago

$55k - $75k/yr Full time Manager Compliance F&I

Manager Compliance F&I

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