Rates

Rates Finance Jobs

28 jobs found

Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

13d ago

Full time Advisor Analyst Budgeting

Advisor Analyst Budgeting

Apply Now

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.

View full job page →

Ag/Business Banker

Border Bank Greenbush, MN

15d ago

$75k - $115k/yr Full time Agriculture Agriculture Lending Banker

Agriculture Agriculture Lending Banker

Apply Now

Job Description

Border Bank offers a stable, community‑focused career in Greenbush, MN (onsite). The Ag/Business Banker role pays $75,000 to $115,000 per year and centers on building long‑lasting relationships with agricultural and business clients, delivering loan, deposit, and cash‑management solutions, and representing the bank as a trusted regional partner and active community participant.

Benefits

Paid Time Off & Paid Holidays
Health, Dental & Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) with Employer Match
Bank‑Paid Life Insurance & Long‑Term Disability
Supplemental insurance options including Accidental Injury, Heart & Stroke, Cancer, Intensive Care, Hospital Indemnity, Critical Illness, Life, and Short Term Disability
Employee Assistance Programs (EAP)
Wellness Dollars
Education Assistance

Responsibilities

Originate agricultural and commercial loans and oversee an assigned portfolio with emphasis on growth, product mix, margin, credit quality, and fee income
Drive new loan volume through proactive outreach and deepening existing client relationships
Deliver outstanding service to all clients, new and existing
Monitor delinquent loans and work toward maintaining a high‑quality loan portfolio
Establish new deposit relationships and expand current ones
Negotiate loan rates and terms within established guidelines
Represent Border Bank in local community and civic organizations

Requirements

Strong relationship‑building and communication skills
Passion for business development and community involvement
Solid credit analysis skills
5+ years of banking experience
Bachelor's degree in Business Administration or equivalent experience

View full job page →

Financial Controller

The Raleigh Construction Company Raleigh, NC

15d ago

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

Accounting Accounts Payable Accounts Receivable

Apply Now

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

View full job page →

Wealth Management Advisor - with Full Training & Development Program

Northwestern Mutual New York, NY

16d ago

$55k+/yr Full time Advisor CFP Client Relations

Advisor CFP Client Relations

Apply Now

Job Description

The Wealth Management Advisor role in the Financial District of New York City delivers long-term financial planning solutions with comprehensive training and licensing sponsorship. This onsite position combines client-focused planning with a commission-based compensation structure, starting with foundational training and progression toward an advisory role.

Responsibilities

Provide long-term financial planning solutions across insurance, investments, retirement, education planning, and related areas.
Identify opportunities and overlooked areas to help clients save and plan with confidence as life circumstances evolve.
Develop a tailored plan to meet each client’s unique financial goals and needs.
Begins as a financial representative while pursuing required designations and advancing toward the financial advisor role.

Requirements

Local to the Financial District, NYC
Previous sales or business development experience
Collegiate athletics or military background

Benefits

Training Bonus: Up to $3,500 upon completing training, contingent on onboarding milestones, individual metrics, and licensing requirements
First-Year Stipends & Bonuses: Up to $26,000 based on weekly activity metrics
First-Year Additional Bonuses: Up to $29,000 based on incentives during the first year
Uncapped commissions with enhanced rates in the initial years
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Parental leave
Professional development assistance
Retirement plan

Job Type

Full-time

Pay

From $55,000.00 per year

Location

New York, NY (onsite)

Work Location

In person

Ability to Commute

New York, NY 10014 (Required)

Application Question(s)

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

View full job page →

Automotive Finance Manager - Experienced

Pallotta Ford Wooster, OH

18d ago

$80k - $130k/yr Full time Manager Automotive Client Relations

Manager Automotive Client Relations

Apply Now

Job Description

Pallotta Ford is a 37 year old family owned dealership in Wooster, Ohio. We offer an onsite opportunity for an experienced Automotive Finance Manager to lead our finance department with energy, professionalism, and a customer‑focused approach. In this role you will guide clients through financing options, streamline loan processing, and ensure regulatory compliance, all while partnering with the sales team to deliver an exceptional buying experience. The position comes with a competitive pay range and a robust benefits package designed to support you and your family.

Responsibilities

Oversee the complete financing process, including loan approvals, credit analysis, and contract preparation, ensuring precision and adherence to TILA regulations.
Foster strong customer relationships by understanding financial needs and delivering tailored financing solutions that improve the vehicle purchasing journey.
Perform thorough credit assessments using financial software and execute essential math calculations to determine suitable financing options.
Negotiate loan terms with customers, clearly explaining options, rates, and payment structures to enable informed decisions.
Upsell additional products such as extended warranties, insurance packages, and other dealership offerings to boost value for customers and revenue for the dealership.
Handle title transfers and processing, ensuring timely and accurate documentation completion.
Collaborate with the sales team to support automobile sales through effective financing strategies and superior customer service.

Requirements

3 to 5 years of proven experience in automotive finance management or as a loan officer in a dealership setting.
Strong customer relationship management skills to build trust and loyalty throughout the financing process.
Expertise in financial services including credit analysis, loan processing, contracts, and title processing procedures.
Excellent negotiation abilities with the confidence to upsell without pressure tactics.
Proficiency with financial software systems and efficient 10-key data entry skills.
Knowledge of TILA regulations to ensure lending practices comply with federal law.
Solid understanding of automobile sales processes combined with a commitment to delivering a top‑tier customer experience.
Basic math skills for calculating payments, interest rates, and creditworthiness assessments.

Skills

3 to 5 years proven experience in automotive finance management or loan officer roles within a dealership setting.
Strong customer relationship management skills to foster trust and loyalty throughout the financing process.
Expertise in financial services, including credit analysis, loan processing, contracts, and title processing procedures.
Excellent negotiation skills paired with the ability to upsell products confidently without pressure tactics.
Proficiency with financial software systems and the ability to perform 10-key typing efficiently for data entry tasks.
Knowledge of TILA regulations to ensure all lending practices are compliant with federal laws.
Solid understanding of automobile sales processes combined with customer service excellence to deliver a positive buying experience.
Basic math skills necessary for calculating payments, interest rates, and creditworthiness assessments.

Benefits

401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Vision insurance

Pay

$80,000 - $130,000 per year

Work Location

Onsite in Wooster, Ohio

View full job page →

Experienced Automotive Finance Manager - Easton Honda

HERTRICH Family of Automobile Dealerships Easton, MD

21d ago

Full time Manager Automotive Banking

Manager Automotive Banking

Apply Now

Job Description

Experienced Automotive Finance Manager position in Easton, MD (onsite) at Hertrich Family of Automobile Dealerships, with commission-based earnings potential.

Responsibilities

Oversee all financing tasks and paperwork tied to vehicle delivery
Drive profitability on each finance and insurance transaction
Build and maintain relationships with financial institutions to secure competitive rates and programs
Ensure timely deal completion by coordinating with lending partners
Maintain strict compliance with all legal and ethical standards throughout the financing process
Sell financing products and additional insurance offerings to customers
Develop new financing sources for vehicle purchase contracts
Collaborate with the Sales Desk to achieve dealership objectives
Lead a smooth and efficient workflow in the finance office
Maintain a balanced lender mix and consistently hit monthly goals

Requirements

Minimum 2 years of Automotive F&I management experience
Proven ability to deliver $1,000+ per unit in financed deals (if applicable)
Stable career history with previous employers
Customer-focused, self-motivated team player with strong communication skills
Ability to meet and maintain all state and federal licensing requirements for the position
Proficiency with MS Windows and dealership computer systems
DealerTrack experience is a plus
High School Diploma or GED required

Technologies

DealerTrack

Benefits

Highly competitive compensation with potential for performance-based bonuses
Comprehensive medical insurance for you and your family
Dental, vision, and life insurance options for you and your family
Short-term and long-term disability coverage
Paid vacation and holidays
Paid personal and sick days
401(k) plan with employer match
Employee purchase discounts

View full job page →

Controller

LifeMed Alaska LLC Anchorage, AK

25d ago

$130k - $140k/yr Full time Accounting Accounts Payable Accounts Receivable

Accounting Accounts Payable Accounts Receivable

Apply Now

Job Description

What LifeMed Alaska Offers

LifeMed Alaska delivers a mission driven environment with a competitive salary and a collaborative culture. This onsite role in Anchorage, AK combines financial leadership with hands on revenue cycle management, supporting life saving air, rotor, and ground transports. The position offers USD 130,000 - 140,000 per year and the opportunity to partner with operations, dispatch, and billing to ensure every transport is accurately captured and reimbursed.

Role Overview

The Controller provides financial leadership and revenue cycle oversight, ensuring GAAP compliant accounting and cross functional collaboration across operations, dispatch, and billing. You will guide the accounting team, work closely with clinical and administrative partners, and drive improvements in workflows, reimbursement, and denials reduction. Responsibilities include budgeting, forecasting, and delivering dashboards and insights to leadership and the Board.

Responsibilities

Lead all accounting operations including general ledger, AP/AR, payroll, fixed assets, and month end close, ensuring GAAP compliant practices and strong internal controls.
Produce timely financial statements, variance analyses, and management dashboards that leadership and the Board can rely on.
Oversee department budgeting and provide financial insight that informs strategic decisions.
Oversee the end to end billing and collections process for all transport segments for Air, Rotor, and Ground.
Partner with dispatch and clinical teams to validate flight logs, mileage, medical necessity, and payer responsibility.
Monitor KPIs including transports, charges, collections, AR aging, DSO, denial rates, underpayments, and payer mix.
Lead continuous improvement initiatives to strengthen workflows, optimize reimbursement, and reduce denials.
Ensure LifeMed maximizes revenue opportunities through coordination with billing and compliance.
Develop the annual budget and rolling forecast processes.
Provide weekly and monthly operational performance reporting to leadership and the Board.
Deliver rate modeling, segment performance analysis, cost analysis, and RCM driven insights to support pricing strategy and payer negotiations.
Coordinate with external auditors and tax partners and ensure compliance with applicable financial regulations.
Lead and mentor accounting team members.
Serve as a strategic partner to operations, clinical leadership, dispatch, and administrative teams.
Improve systems, automation, and processes across finance and RCM.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
Strong GAAP knowledge and financial reporting experience
Experience overseeing or working closely with healthcare revenue cycle operations or billing performance
Experience analyzing revenue cycle metrics such as AR aging, denial trends, payer mix, and reimbursement performance
Strong accounting and financial reporting experience

Technologies

ImageTrend
Zoll
ESO
Flight Vector billing modules

Overview and Culture

At LifeMed Alaska, every flight, mile, and patient matters—and so does the financial engine that supports it. We seek a Controller who understands that revenue cycle management is mission critical in air medical and EMS operations. This is a hands on leadership role at the intersection of operations, clinical care, dispatch, and billing, ensuring every transport is accurately captured, coded, and reimbursed. If you have experience in air ambulance, EMS billing, or complex healthcare RCM environments, your attention to detail will directly influence reimbursement and operational success. You’ll lead financial accounting and reporting while overseeing revenue cycle performance and partnering with our third party billing team to monitor accuracy, trends, and collections for air and ground transports.

Who You Are

You are analytical and detail driven, yet you maintain a broad view of business impact. You thrive in fast paced, high accountability environments and communicate clearly with clinical leaders and finance teams. You translate numbers into actions, explaining what they mean and what to do next.

Why This Role Matters

Transports in Alaska are essential for access to care in remote communities. Strong financial leadership ensures we sustain this critical service. This role supports mission continuity and operational excellence, offering a chance to build systems, improve reimbursement performance, and serve as a strategic partner.