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Presentation Finance Jobs

143 jobs found

Tree Care Services Business Developer

Addison Group Tucson, AZ

6h ago

$65k - $80k/yr Full time Lead Microsoft 365 Microsoft Excel

Lead Microsoft 365 Microsoft Excel

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Job Description

Addison Group is seeking a Tree Care Services Business Developer to join the Tucson, AZ team onsite, supporting a leading national services organization. In this role, you will sell and estimate commercial tree care projects and oversee the full sales cycle from initial prospecting to close within a defined regional territory. The position offers a salary range of $65,000 to $80,000 per year.

Responsibilities

Sell and estimate commercial tree care services within an assigned territory
Proactively prospect new business using consultative B2B sales techniques
Develop tree care programs and estimates for new and existing clients
Conduct heavy phone prospecting, in-person meetings, presentations, and virtual demos
Negotiate contracts with minimal supervision
Network to expand market penetration and grow targeted accounts
Consistently meet sales goals and activity benchmarks
Log sales activity accurately in CRM systems (Salesforce preferred)
Collaborate internally to pursue larger, complex opportunities
Build trust-based relationships with key decision-makers
Operate with urgency in a fast-paced, performance-driven environment

Requirements

Bachelor’s degree or equivalent professional experience
Tree Care Industry certifications (TCIA and/or ISA Certified Arborist preferred)
Commercial B2B sales experience within the service or green industry
Extensive face-to-face selling experience with mid-to-senior level decision-makers
Proven success in longer sales cycle environments
Ability to manage multiple opportunities across a large territory
Strong presentation, negotiation, and communication skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Experience using CRM or sales force automation tools
A self-motivated, competitive, and results-driven mindset
Local market knowledge and existing industry relationships (preferred)

Technologies

Salesforce
Microsoft Office

Benefits

Competitive base salary + commission
Company vehicle
Paid time off
Health, dental, and wellness benefits
401(k) savings plan
Career development and advancement opportunities

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Japanese Bilingual Finance Administrator- Oak Brook, IL

Actus Consulting Group,Inc Oak Brook, IL

7d ago

$65k+/yr Full time Administrator Analyst Banking

Administrator Analyst Banking

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Job Description

Actus Consulting Group, Inc invites applications for a Japanese bilingual Finance Administrator in Oak Brook, Illinois. This on-site role offers a competitive salary of $65,000 per year, a comprehensive benefits package, and relocation assistance. You will support financial planning, treasury, and corporate finance activities across the United States and Canada, reporting to the Finance Manager. The position operates in a fast paced, multicultural environment.

Responsibilities

Managing bank accounts and maintaining relationships with banking partners
Preparing presentations for banks and external stakeholders
Supporting budgeting and budget vs. actual analysis for U.S. and Canada operations
Assisting in mid-term business planning and KPI tracking
Supporting M&A activities, including valuation analysis and deal-related tasks
Preparing reports and communications to the parent company, primarily in Japanese

Requirements

Business-level English and Japanese communication (spoken, written, and reading)
1–2 years of experience in finance, accounting, or a related field OR a degree in Finance, Accounting, Business, or Economics
Strong analytical and problem-solving skills
High attention to detail and organizational ability
Ability to work in a fast-paced, multicultural environment
Authorized to work in the United States without visa sponsorship from the company

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Relocation assistance

Additional information

Occasional travel within the U.S. and Canada may be required (limited)
Occasional evening meetings with Japan may be required (limited)
Preference for candidates already located in the Chicagoland area
No visa sponsorship available

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VP/Treasury Management Officer

Bell Bank Fargo, ND

8d ago

$78k - $95k/yr Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

This treasury management role focuses on identifying treasury management prospects and clients and selling Treasury Management solutions; requires thorough knowledge of Treasury Management systems and products. The position is onsite in Fargo, ND, with a salary range of USD 77,900 to 95,000 per year.

Job Overview

This position is responsible for identifying prospects and clients with Treasury Management needs and recommending appropriate solutions to meet client requirements. It maintains a thorough understanding of all Treasury Management systems and products to support client decisions and Bank objectives.

Responsibilities

Work with Bankers and individually to develop prospects for New Business through the sale of Treasury Management solutions designed to meet client needs.
Develop and maintain Centers of Influence (COI’s) within the industry.
Prepare sales presentations providing a comprehensive solution for clients’ Treasury Management needs.
Keep informed of current market trends in the Treasury Management field, including a thorough understanding of today’s competitive landscape related to product and pricing.
Provide client feedback and input regarding new product development, enhancements and modifications as they arise.
Set up and effectively conduct training sessions or product demonstrations in-person as requested.
Work closely with the Treasury Management Analyst and related support areas of the bank as needed to meet customer expectations.
Participate in projects and initiatives as assigned.

Requirements

10 years of previous Treasury Management Sales Experience.
B.A. in Business Administration, Finance, or related field and/or related work experience.
CTP certification preferred.
Strong organization, verbal and written communication skills.
Detail-oriented and able to complete and prioritize projects with minimal supervision.
Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
Effective time management and organizational skills.

Benefits

401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Referral program
Vision insurance
Employee stock ownership program
Profit-sharing plan

Bell Bank Culture, Policy and Accountability Standards

Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Prompt and reliable attendance.
Perform other duties as assigned.

Bell's Values

Promoting and sustaining our family atmosphere.
Providing unequaled personal service to each and every customer.
Paying it forward

Our Bottom Line

Happy Employees! Happy Customers!

Application Question(s)

Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)? If Yes, please explain.

Location

Fargo, ND 58103 (Preferred)

Ability to Relocate

Fargo, ND 58103: Relocate before starting work (Preferred)

Work Location

In person

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Director of Corporate Finance

HRT of TN LLC Nashville, TN

8d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Join HRT of TN LLC in Nashville for a Director of Corporate Finance role that blends analytical rigor with strategic impact. This onsite position provides critical support to the First Vice President of Corporate Finance and the CFO, including updating the corporate model, delivering ad-hoc analyses, compiling Board materials and monthly presentations, and backing Capital Markets and Investor Relations.

Benefits

Health insurance
401k employer match
Paid parental leave

Responsibilities

Updating and improving the corporate model
Preparing ad-hoc financial analyses
Preparing Board materials and monthly presentations
Involved in, and support, Capital Markets and Investor Relations
Other ad-hoc analyses

Requirements

Minimum 5 years of experience in corporate finance, FP&A, or investment analysis
Bachelor's degree
Advanced financial modeling skills and strong proficiency in Excel
Experience in corporate finance, FP&A, or investment analysis
Deep understanding of REIT and real estate financial metrics, public company reporting requirements, and capital markets
Experience preparing Board and investor-facing materials
Knowledge of valuation, cost of capital, risk / return trade-offs and GAAP accounting concepts
Ability to produce in-depth peer company research
Interest and aptitude to utilize tech-enabled analytical tools
Ability to operate in a fast-paced, dynamic environment with high attention to detail
Expertise in Microsoft Excel and PowerPoint

Technologies

Microsoft Excel
Microsoft PowerPoint

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Financial Advisor

Northwestern Mutual Cape Girardeau, MO

8d ago

$65k - $112k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Join Northwestern Mutual as a Financial Advisor in Cape Girardeau, where you help clients translate aspirations into actionable plans. Working onsite with The Lowery Group, you’ll guide individuals and families through personalized strategies across protection, investments, retirement, college planning, and business considerations in a fast-paced, client-centered environment.

Responsibilities

Develop and expand a personal client base through referrals, networking, community involvement, and targeted outreach.
Meet with clients to assess goals and craft comprehensive financial plans spanning protection, investments, retirement, college planning, and business considerations.
Present tailored solutions and ensure smooth implementation while delivering outstanding client service.
Collaborate with firm resources and internal teams to provide integrated service and holistic planning.
Maintain precise CRM records and ensure adherence to firm policies and regulatory standards.
Pursue ongoing professional development, licensing, and certifications with firm support.
Represent The Lowery Group at local events and community activities to expand the Cape Girardeau presence.

Requirements

Self-motivated, entrepreneurial professional with a client-service orientation.
Minimum of one year in a client-facing role in sales, financial services, insurance, or related fields preferred.
Strong interpersonal, presentation, and communication abilities.
Goal-oriented with a track record of building relationships and delivering results.
Willingness to work in the office during standard hours and participate in occasional after-hours or weekend events.
Willingness and ability to obtain state insurance licenses and FINRA registrations as required; the firm provides licensing support and training.
Valid driver’s license.

Technologies

Benefits

Competitive compensation structure
Comprehensive medical, dental, and vision benefits
Retirement savings plan with employer match
Paid time off and paid holidays
Robust training, mentoring, and career development through Northwestern Mutual and The Lowery Group leadership
Support for professional designations, including CFP and other certifications
A collaborative, high-integrity team environment focused on long-term client relationships

How to Apply

Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.

Questions?

If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.

Pay

Salary: $65,000 – $112,000 per year

Work Location

Onsite, Cape Girardeau, MO (in-person role)

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Financial Controller

The Raleigh Construction Company Raleigh, NC

10d ago

$45 - $65/hr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

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Job Description

The Financial Controller leads the finance function for a Raleigh-based construction firm with 14 years in business, directing financial management, planning, and strategy to support long-term viability and success. The role also encompasses ancillary duties in collaboration with partner architecture and real estate companies.

Responsibilities

Collaborate with Owners and the General Manager to drive process improvements that tighten expense control and optimize profit and cash flow.
Oversee annual analysis of professional billable rates and the development of operating budgets.
Perform regular financial reviews, including monthly operating statements, cash flow analyses, forecasts, and balance sheets.
Collect and organize financial data as needed, synthesize information into clear reports, and distinguish valid data comparisons from invalid ones.
Ensure accurate development, analysis, and reporting of financial information to management.
Ensure timely and precise preparation of forecasts and project budgets.
Support month-end and year-end closing activities.
Coordinate monthly invoicing with Owners and the General Manager and generate invoices as needed.
Maintain compliance through annual reports, business licenses, personal property filings, taxes, and liaison with the CPA.
Maintain business and project related insurance coverage in collaboration with the local broker and Owners/General Manager.
Uphold rigorous ethics and compliance standards.
Develop the annual budget and monitor it monthly.
Prepare monthly transaction reports to balance books against project expenditures.
Coordinate with the in-house bookkeeper.
Administer the 401(k) plan.
Oversee bidding and estimating in collaboration with the General Manager to formulate project budgets.
Assist with financial scheduling and budget management, including change orders, daily logs, ProCore Owner Portal, and RFIs.
Enter receipts into ProCore and QuickBooks.
Serve as the primary contact for accounts receivable and accounts payable.
Conduct postmortems and reconciliations to evaluate project outcomes.
Support monthly invoicing for the partner architecture company.
Assist with annual tax and insurance coordination for the partner architecture firm and partner real estate company.

Requirements

Bachelor's or master's degree in accounting, business, economics, finance, or a related field.
CPA or CMA preferred.
Seven years of experience in a business or finance environment.
Construction experience preferred.
Thorough knowledge of accounting with strong analytical skills; proven problem-solving abilities.
High integrity, reliability, and adherence to professional ethics.
Superior verbal and written communication skills.
Advanced presentation skills with the ability to explain complex financial concepts to non-finance professionals.
High attention to detail.

Technologies

ProCore
QuickBooks

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Pay

Hourly range: USD 45.00 – 65.00 per hour

Work Location

Onsite in Raleigh, NC

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Financial Controller

Boys and Girls Clubs of Dorchester Dorchester, MA

10d ago

$80k - $90k/yr Full time Accounting Accounts Payable Banking

Accounting Accounts Payable Banking

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Job Description

Reporting to the Chief Financial Officer, the Financial Controller ensures timely and accurate accounting deliverables and close processes while providing financial information to other departments. This onsite role is based in Dorchester, MA.

Responsibilities

Direct the accounts payable and payroll teams to guarantee timely and accurate payments to vendors and staff.
Manage the monthly, quarterly, and annual close cycles and the associated reporting.
Execute month-end and year-end closings, including bank and balance sheet reconciliations, closing journal entries, and posting monthly accruals.
Prepare and review journal entries to ensure completeness and accuracy of financial data.
Supervise monthly reconciliations across all systems, including banking, investments, accounts payable, UKG payroll, Daxko membership and program systems, and Raiser's Edge for development.
Produce and analyze financial statements, management reports, and variance analyses.
Coordinate departmental financial statements and regularly report results to the CFO.
Assist in coordinating and supervising operating cash flow management, including weekly AP payments.
Support the CFO in preparing materials for Board and Finance Committee meetings, including monthly reports, forecasts, and financial presentations.
Assist the CFO with the annual budgeting process.
Oversee Abila MIP configuration and administration, including user access management and GL account creation.
Provide guidance and recommendations to the CFO on issues affecting BGCD.
Ensure proper grant accounting and timely grant reporting.
Assist the CFO with external audits and manage relationships with external auditors.
Develop and continuously improve accounting processes, procedures, and internal controls.
Ensure compliance with current accounting standards and legal requirements.
Lead process improvement initiatives to increase efficiency and accuracy.
Support the CFO with ad hoc reporting.
Assist in preparing reports for required governmental agencies and BGCA, manage transactions and files, and ensure timely preparation of all account reports.
Manage and develop accounting staff and foster a collaborative, high-performance team.
Handle special projects as assigned to support financial objectives.

Requirements

Mission-driven professional eager to contribute to a respected nonprofit organization.
Bachelor's degree in Accounting or Finance, with preference for an accounting degree.
At least five years of relevant experience.
Strong knowledge of GAAP and practical GAAP experience.
Experience in the nonprofit sector, including UG audits, UFR reporting, and 990 reporting.
Knowledge of banking operations, systems, and cash management.
Experience with grant accounting and cost allocation methods is a plus.
Proficiency in Word, advanced Excel, PowerPoint; and Google Workspace (Gmail and Docs).
Experience with Abila MIP is beneficial.
Ability to collaborate effectively within a team.
Strong written and verbal communication skills and meticulous attention to detail.
Strong problem-solving abilities and a proactive, can-do mindset.
Ability to communicate effectively with finance leadership.