State Certified

State Certified Finance Jobs

13 jobs found

PA State Certified General Real Estate Appraiser

Erie Appraisal Associates, Inc. Erie, PA

1mo ago

$20k - $72k/yr Full time Appraisal Appraiser Certified

Appraisal Appraiser Certified

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Job Description

Job Overview

Erie Appraisal Associates, Inc. seeks a PA State Certified General Real Estate Appraiser to join our team in Erie, PA 16506. In this key role, you will conduct comprehensive property valuations across a range of property types, including industrial, retail, various commercial classifications, and specialized properties. The position offers a fast paced environment dedicated to accuracy, integrity, and ongoing professional development.

Responsibilities

Perform detailed real estate appraisals for diverse property types while ensuring compliance with USPAP and PA State Certified General Appraiser licensing requirements and state regulations.
Collect and analyze data on property conditions, market trends, comparable sales, and neighborhood dynamics using GIS tools and other data collection methods.
Conduct quantitative research to evaluate property values, considering construction quality, age, location, and market demand.
Prepare clear, thorough financial reports and appraisal summaries that communicate findings effectively to clients and stakeholders.
Apply financial concepts and analysis techniques, including accounting principles and tax experience, to support valuation accuracy.
Ensure all appraisals adhere to ethical standards established by industry authorities.
Collaborate with construction professionals, real estate agents, and financial analysts to gather relevant information for comprehensive appraisals.
Utilize digital tools to streamline data management, reporting processes, and appraisal documentation.

Qualifications

Valid PA State Certified General Real Estate Appraiser license with active certification status.
Proven experience in real estate appraisal with a strong understanding of construction practices and building materials.
Solid knowledge of accounting principles, financial analysis, and quantitative methods relevant to property valuation.
Familiarity with GIS technology for spatial data analysis and mapping applications.
Strong math skills combined with the ability to interpret complex financial concepts accurately.
Excellent communication skills for preparing detailed reports and collaborating effectively with team members across disciplines.

Benefits

Flexible schedule
Health insurance
Tuition reimbursement

Salary

Pay: $19,775.00 - $71,988.00 per year

Location

Erie, PA 16506. Work Location: In person

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Director, Finance & Compliance

Westminster-Canterbury on Chesapeake Bay Virginia Beach, VA

21d ago

Full time Finance Director Senior Accounting

Finance Director Senior Accounting

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Job Description

Westminster-Canterbury on Chesapeake Bay seeks a seasoned Director of Finance & Compliance to steer the strategic financial direction and comprehensive regulatory oversight for the Senior Options line and its external partner organizations. This onsite leadership role covers multi-site home health, hospice, and home care operations, requiring close collaboration with the CEO, CFO, and community leaders to ensure governance excellence and sustainable financial performance.

Responsibilities

Direct the Senior Options Finance group, including the financial accounting manager, billers, and planning for future roles, while keeping all financial operations aligned with compliance standards.
Lead on-site proforma discussions for Senior Options and oversee the development and production of each proforma.
Engage with the CEO, CFO, and community leaders to establish assumptions and ensure regulatory alignment throughout planning processes.
Provide strategic financial guidance to Senior Options Partners, incorporating positioning and annual budgeting with compliance cost considerations.
Participate in monthly partner operations calls, delivering strategic and tactical input to improve financial performance while monitoring compliance metrics and regulatory adherence.
Support business development by joining prospect calls and other activities, ensuring compliance considerations are integrated into new partnerships.
Manage vendor relationships (for example, the billing team at Forvis) and indirectly supervise Compliance staff and contractors as needed.
Maintain and collaborate with key internal relationships by advising the C-suite and Administrators at Senior Options affiliate agencies.
Coordinate activities with the WC Bay CFO and Director of Finance.
Partner with the Business Development team on regulatory requirements for new partnerships.
Negotiate and manage partner advisory service agreements and renewals, ensuring contracts meet regulatory standards and include compliance oversight provisions.
Negotiate major purchasing contracts for Senior Options, ensuring vendor compliance with healthcare regulations; collaborate with the WC Bay CIO and Senior Options leadership on purchasing decisions.
Maintain a comprehensive compliance program with policies, procedures, training, monitoring, and reporting to meet CMS regulations, state healthcare laws, and accreditation standards.
Participate in Senior Options strategic planning, team meetings, and compliance committee activities as needed.
Collaborate with the President and Sr. Director of Business Development to update the long-range financial plan for Senior Options, factoring in compliance risk assessments and regulatory changes.
Attend and present at Board meetings for Senior Options and Westminster Canterbury at Home; provide financial reporting and compliance updates to Board Committees.
Represent Senior Options at state and national associations, trade events, and regulatory meetings to stay current with industry compliance requirements.
Ensure organizational compliance with WC Bay employee guidelines, policies, procedures, and all applicable government regulations governing WC Bay and its subsidiaries.
Develop and maintain compliance monitoring systems including audit protocols, corrective action plans, and regulatory reporting requirements.
Oversee compliance training programs for all partner organizations and ensure staff competency in regulatory requirements.
Maintain partner profitability and financial sustainability while achieving budget targets and forecasting accuracy.
Demonstrate cost-effective compliance program management and maintain 100% regulatory compliance with no significant deficiencies or sanctions.
Ensure successful completion of regulatory audits, effective team development, strong partner satisfaction, and the execution of strategic initiatives.

Requirements

Bachelor’s degree in finance, business administration, healthcare administration, or a related field; a Master’s degree is preferred.
Proven track record of strong operational and financial results in leading home health and hospice operations.
Minimum 10+ years of healthcare finance or operations leadership experience.
Advanced financial analysis and modeling capabilities.
Proficiency in healthcare financial systems.
Strong communication and relationship-building skills with boards and C-Suite executives.
Experience overseeing multi-site home health and hospice operations.
Professional certifications preferred: CPA, CMA, CHC (Certified in Healthcare Compliance), or CHFP (Certified Healthcare Financial Professional).
Comprehensive knowledge of healthcare regulations including CMS Conditions of Participation, OASIS, HIS, EVV.
Experience with healthcare compliance frameworks and risk assessment methodologies.
Proficiency in compliance monitoring tools and electronic health record systems.
Demonstrated compliance management experience in a healthcare setting, including regulatory audits and compliance program development.

Technologies

EHR systems
Compliance monitoring tools

Location

Shore Drive, Virginia Beach, VA, onsite.

Reports To

Direct supervisors: President, Senior Options and VP of External Health Services; Chief Financial Officer.

Working Conditions

Travel required: yes, to partner locations and industry events
Standard office environment with typical business equipment
Occasional extended hours during budget cycles, audits, and regulatory deadlines
Physical demands include prolonged sitting, computer work, and presentation activities

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HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)

California State Personnel Board Sacramento County, CA Hybrid

25d ago

$8,630 - $10,747/mo Full time MBA Accounting Bachelor's Degree

MBA Accounting Bachelor's Degree

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Job Description

The Housing Finance Officer (Management Services) at the California Housing Finance Agency in Sacramento combines portfolio oversight with leadership of a dedicated team within the Multifamily Programs Division. The position supports a hybrid work arrangement and offers a monthly salary ranging from $8,630 to $10,747.

Responsibilities

Under the general direction of the Assistant Deputy Director of Multifamily Programs, the role combines portfolio management with supervision of a team.

Requirements

One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.

Benefits

Free access to the building gym.

Job Details

$8,630 - $10,747 per month
Full-time
Monday to Friday
Hybrid work in Sacramento County, CA

Full Job Description

CA Housing Finance Agency
JC-511450
Asset Management Officer
HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)
$8,630.00 - $10,747.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Final Filing Date: 3/31/2026

Working Conditions

Hybrid telework schedules are available. The amount of telework is at CalFHA's discretion and is based on operational needs. In-person attendance will be required weekly.

Department Information

California Housing Finance Agency (CalHFA) is certified as a Great Place To Work since 2021. The Multifamily Programs Division finances and manages CalHFA's portfolio and subsidy programs, with the Asset Management Section handling financial reviews, physical inspections, regulatory compliance, and rental operating subsidies. CalHFA envisions every Californian building a thriving life in a stable home, and its mission is to deliver reliable financing solutions to expand housing opportunities. Established in 1975, CalHFA is a self-supporting state agency that does not rely on taxpayer dollars for operations and utilizes various state and federal resources. The agency promotes diversity, equity, and inclusion across the organization.

Special Requirements

The Employment History section of the STD 678 must be complete with accurate dates, hours per week, total time worked, duties performed, and supervisor names and phone numbers; incomplete submissions will be disqualified.
Resumes or other documents do not substitute the STD 678.
Only the most qualified applicants will be invited to an interview.
Use the provided State Application Checklist and Supplemental Application checklist to complete a strong application.
To be considered, applicants must meet one of the following eligibility routes: BE LIST ELIGIBLE, BE TRANSFER ELIGIBLE, or BE REINSTATEMENT ELIGIBLE.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date; dates shown on QR codes are not postmark dates for timely filing.
Final Filing Date: 3/31/2026

Who May Apply

Individuals currently in the classification, eligible for lateral transfer, reinstatement, list or LEAP eligibility, or who are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility may apply. SROA and Surplus candidates receive priority; others may be considered if no SROA or Surplus applicants apply.

How to Apply

Submit Application Packages electronically via your CalCareer account at www.CalCareers.ca.gov. If submitting a hard copy, include a completed Application Package listing. Hard-copy submissions may be mailed to the address below or delivered in person.

Minimum Qualifications

I. One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
II. Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.

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Manager, Budget and Finance (PED #21529)

State of New Mexico Santa Fe, NM

29d ago

$81k - $130k/yr Full time Manager #21529 Appropriations

Manager #21529 Appropriations

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Job Description

Overview

Posting notes: This listing is part of an ongoing recruitment and may close at any time. Applicant pools may be screened more than once. All positions with the New Mexico Public Education Department are based in Santa Fe, NM.

Mission: Equity, Excellence and Relevance. The New Mexico Public Education Department partners with educators, communities, and families to ensure that all students are healthy, secure in their identity, and holistically prepared for college, career, and life.

Vision: Rooted in our strengths. Students in New Mexico participate in a culturally and linguistically responsive educational system that addresses the social, emotional, and academic needs of every student.

Key Responsibilities

Review, analyze, and approve operating budgets for all school districts and charter schools.
Calculate and monitor the distribution and use of more than $4.1 billion in State Equalization Guarantee funding.
Collect and analyze projected and actual student membership data.
Collect and analyze information related to the Teacher Cost Index and licensed employees certified through the National Board for Professional Teaching Standards.
On a quarterly basis, review school district and charter school actual revenues, expenditures, and cash reports.
Review Emergency Supplemental Awards and Out of State Tuition Awards.
Address school district or charter school Board of Finance suspensions.
Provide technical support and training for school district and charter school business personnel.
Help develop the public-school support appropriation recommendation in relation to SEG.
Other tasks include Federal Reports NPEFS, F33, and SLFS; mill levy setting for Capital Outlay and Debt Service Funds; updating NM UCoA in OBMS; calculating Rural Population Index for SEG purposes; calculating Energy Efficiency Credits for SEG purposes; updating entity data in OBMS; updating PED email lists for Superintendents/Charter Representatives and School Business Officials; creating Bond Certification Certificates to issue GO Bonds or ETNs; and various miscellaneous tasks.

Role Purpose

This position provides statewide leadership for school finance analysis and fiscal oversight to support accurate education funding, transparent reporting, and strong compliance practices. It ensures the School Budget Bureau's statewide finance cycles operate smoothly, including SEG oversight, mill levy rate setting, statewide reporting outputs, and timely support for executive and legislative decision-making. The role also leads capital finance and debt oversight activities when needed, manages the OBMS contract and prioritizes finance system projects and modules, and maintains a small assigned LEA portfolio to support escalations and continuity during critical deadlines.

How This Role Is Executed

Supervise and support a team delivering statewide finance analyses, reporting products, dashboards, and data quality checks; set priorities and timelines; review and approve final work products.
Oversee statewide funded run and SEG methods and outputs; validate assumptions and summarize impacts for Finance and Operations leadership.
Lead the annual mill levy and tax rate setting process, including statewide data verification, reconciliation, documentation, and issue resolution.
Provide leadership for capital finance and debt oversight activities as needed, such as bonding capacity certifications, refinances/defeasances, and validating principal and interest payment data.
Coordinate financial interventions or takeovers when state-directed fiscal management is required.
Own the OBMS contract and finance system roadmap: gather business needs, prioritize projects and modules across the agency, coordinate with IT and vendors, and support testing and rollout.
Lead alignment of UCoA/PSAB and federal crosswalk/allowability controls to support consistent reporting and prevent invalid coding combinations.
Maintain a small LEA portfolio for continuity, complex cases, and escalations.

Customers

PED leadership (Secretary, Deputy Secretary of Finance and Operations), the School Budget Bureau, and partner PED bureaus.
New Mexico school districts and charter schools.
External stakeholders relying on accurate statewide school finance information, including the Legislature/LFC, the DFA and other partner agencies, auditors, bond advisors, and the public through requested reporting and data.

Ideal Candidate

The successful candidate will engage with PED leadership, the School Budget Bureau and partner PED bureaus, as well as New Mexico school districts and charter schools, and external stakeholders who depend on precise statewide school finance information, such as the Legislature/LFC, DFA, auditors, bond advisors, and the public through required reporting and data requests.

Minimum Qualifications

Bachelor's Degree in business administration, economics, accounting, finance, or auditing, and six (6) years of experience in accounting, business administration, public administration, finance, or auditing, including two (2) years of managerial or supervisory experience.
Any combination of education from an accredited college or university in a related field and/or direct experience in this occupation totaling ten (10) years may substitute for the required education and experience.
Any required licensure, certification or registration shall be defined at the time of recruitment and will be in addition to the above requirements.

Employment Requirements

Must possess and maintain a valid New Mexico driver's license.

Working Conditions

Work is performed in an office setting with exposure to Visual/Video Display Terminal (VDT) and extensive computer and phone usage. Some sitting, standing, bending, and reaching may be required. Some occasional travel is expected for meetings and conferences.

Supplemental Information

Do you know what Total Compensation is? Click here.

Agency Contact Information

Sara Cordova, 505-469-3717, or Email

For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.

Bargaining Unit Position

This position is not covered by a collective bargaining agreement.

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Financial Manager

City of San Antonio San Antonio, TX

29d ago

$43 - $65/hr Full time Manager Bachelor's Degree Banking Relationships

Manager Bachelor's Degree Banking Relationships

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Job Description

Job Summary

Under general administrative direction, the incumbent assists in overseeing the daily activities of the Financial Management Division, including debt administration, investment portfolio management, banking services, and financial analysis related to Tax Increment Financing. Performs professional-level quantitative and technical analysis, computer modeling, and spreadsheet construction. Working conditions are in an office environment. Exercises direct supervision over assigned professional staff. This position is an unclassified role and has no disciplinary appeal rights to the Municipal Civil Service Commission. It is subject to at-will employment status and can be terminated at any time for any reason.

Work Location and Schedule

Work Location: City Tower - 100 W Houston, San Antonio, TX 78205

Work Schedule: 7:45 AM - 4:30 PM, Monday through Friday

Essential Job Functions

Oversees the administration, compliance, and project planning for Tax Increment Reinvestment Zones (TIRZs).
Prepares financial plans, processes reimbursement requests, and ensures compliance with development agreements for TIRZs.
Prepares and presents finance plan updates for TIRZ Board meetings.
Assists in administering and managing the activities of the Financial Management Division.
Provides computer spreadsheet and graphical representations of financial models.
Reviews proposed financial structuring for capital projects and prepares analytical reports pertaining to various financing questions related to Tax Increment Financing.
Researches and analyzes information from other City departments, consultants, and sources outside of the City to be incorporated in various financial analyses.
Researches, analyzes and prepares supporting documentation in coordination with professional and management staff of various City departments and the City Attorney's Office, and Bond Counsel to provide guidance on appropriate funding sources and fiscal impact for City ordinances in accordance with established City policies and procedures and state and federal laws.
Coordinates and follows through to completion special and technical financial management projects and studies.
Interviews, selects, supervises, develops, evaluates, counsels, and if necessary, disciplines personnel according to established COSA policies, procedures, and guidelines.
Performs related duties and fulfills responsibilities as required.

Job Requirements

Bachelor's Degree from an accredited college or university. A Master's degree is highly desirable.
Five (5) years increasingly responsible experience in finance, economics, math or accounting to include three (3) years of supervisory experience. Experience in investment banking, public administration, banking, or investments is highly desirable.
Designation as or pursuit of Chartered Financial Analyst (CFA), Certified Treasury Professional (CTP), Financial Planner (FP), Certified Government Finance Officer (CGFO) license is highly desirable.

Applicant Information

Unless otherwise stated, applicants are permitted to substitute two years of related full-time experience for one year of higher education or one year of related higher education for two years of experience in order to meet the minimum requirements of the job. One year of full-time experience is defined as 30 or more hours worked per week for 12 months. One year of higher education is defined as 30 credit hours completed at an accredited college or university.

Applicants selected for employment with the City of San Antonio in this position must receive satisfactory results from pre-employment drug testing and background checks. If required for the position, a physical, motor vehicle record evaluation, and additional background checks may be conducted. Please be advised that if selected for this position, information regarding employment history as it relates to the qualifications of the position will be needed for employment verification. Applicants claiming military service to meet the experience requirement for this position may attach a DD214 to the application. If selected for this position, official transcripts, diplomas, certifications, and licenses must be submitted at the time of processing. Unofficial transcripts and copies of other relevant documents may be attached to the application for consideration in advance.

Knowledge, Skills, and Abilities

Knowledge of financial analysis and management concepts such as cost analysis, scenario presentations, present value and investment analysis.
Knowledge of budget preparation methods.
Knowledge of mainframe and PC-based computer systems, to include spreadsheet development.
Ability to operate a computer keyboard and other basic office equipment.
Ability to interpret and apply Federal, State, and local laws.
Ability to develop complex modeling methodologies.
Ability to formulate policies and administrative procedures.
Ability to conduct research studies and prepare detailed and accurate reports.
Ability to provide administrative and professional leadership and direction to assigned staff.
Ability to communicate effectively.
Ability to interpret and analyze complex financial problems, documents and reports.
Ability to establish and maintain effective working relationships with co-workers, management and the public.
Ability to perform all the physical, intellectual, and analytical requirements of the position including decision making.

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Financial Advisor

Lead Advisor, LLC Napa, CA

1mo ago

$82k - $120k/yr Full time Advisor Bachelor's Degree CFP

Advisor Bachelor's Degree CFP

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Job Description

Overview

Our client base consists of growing wealth management firms seeking capable professionals who can build a financial planning practice as an advisor. Prior financial industry experience is not required, as the right candidate will be sponsored for industry licenses in investments, insurance, and Certified Financial Planner, participate in a formal financial planning training program, and benefit from mentorship along with the infrastructure to develop a practice. This role presents an entrepreneurial opportunity with substantial support. If you are seeking a traditional employee role, this may not be the ideal fit.

Key Responsibilities

Develop and expand your own book of business by actively prospecting and generating new client leads.
Leverage professional, community, and personal networks to identify opportunities.
Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
Deliver presentations and financial plans addressing areas such as savings, investments, retirement, insurance, education funding, and income and cash flow planning.

Qualifications

Bachelor’s degree
Strong communication, presentation, and interpersonal skills
Self-starter with high motivation, resilience, and the ability to work independently
Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
Passion for helping clients achieve financial goals and willingness to build a career from the ground up

Skills and Competencies

Entrepreneurial mindset with a strong work ethic
Natural ability to network and develop professional relationships
Goal-oriented and comfortable in a performance-driven environment
High level of integrity and professional presence
Strong organizational skills for managing a pipeline of prospects and clients

Compensation and Benefits

Performance-based compensation with unlimited earning potential tied directly to production
Access to training, mentorship, and professional licensing support
Benefits package
Clear career path with potential for leadership opportunities

Location

Napa, California 94559

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Private Client Relationship Manager

Citizens Horsham, PA

1mo ago

Full time Manager Affluent Banking

Manager Affluent Banking

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Job Description

Overview

Citizens aims to empower clients, colleagues, and communities to reach their potential through a client-centric culture, a commitment to continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice management support. This role, based in Horsham, PA 19044, collaborates with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calls and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting thorough discovery and financial planning discussions, identifying a client’s goals, and presenting personalized strategies aligned with those objectives.
Strengthen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless experience across Citizens.
Leverage Salesforce CRM to track activity and progress.

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits, including checking, savings, and CDs.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction as indicated by survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at the time of hire; Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Licenses

SIE, Series 6 (or 7) and Series 63 (or 66)
Life, Health, and Accident Insurance licenses can be obtained within a defined timeline after hire

Compensation

Salary plus incentive compensation. The base salary is commensurate with experience.

Hours and Work Schedule

40 hours per week. Work schedule typically Monday through Friday, with potential Saturday hours.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy or childbirth, lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state, and local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day, and everyone is expected to be treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Why Work for Us

At Citizens you will find a customer-centric culture focused on helping clients and giving back to local communities. Joining our team means joining a supportive, collaborative environment with access to training and tools to accelerate your potential and advance your career.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in line with regulatory requirements and with consideration of the nature and gravity of the history and the role offered. Further information will be provided with any offer.