Team Environment

Team Environment Finance Jobs

314 jobs found

25d ago

Certified Financial Planner

Fundamental Wealth Designs Minnetonka, MN

Minnetonka, MN

25d ago

$95k - $240k/yr Full time Marketing Advisor Business Development

Apply Now

Job Description

The Certified Financial Planner role at Fundamental Wealth Designs is a lead advisory position in the west metro Twin Cities, based onsite in Minnetonka. It centers on delivering firm-funded seminars to retirees and pre-retirees, closing opportunities, and owning the client relationship from the initial contact through implementation.

Location and Compensation

Location: Minnetonka, MN (onsite)

Compensation: USD 95,000 - 240,000 per year

Responsibilities

Manage a firm-funded seminar and workshop calendar that generates qualified appointments; you present and close while the firm fills the room.
Apply a holistic planning framework for retirees and pre-retirees, addressing tax, income, investments, estate, and insurance considerations.
Join a leadership-driven environment with a founder who has 17+ years of industry depth and will invest in your ramp, rather than handing you a list.
Collaborate with an existing support team handling marketing, operations, and client engagement.
Leverage a media and content engine, including a published book, active YouTube channel, social media, and community presence across the Twin Cities.

Requirements

CFP designation.
Active Series 65 or 66 and Life Insurance license.
Proven ability to independently conduct discovery, present recommendations, and close opportunities.
Comfort presenting in workshops, seminars, and client-education events.
Willingness to anchor the west-metro Twin Cities office in person.

Technologies

YouTube

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

The Firm

Fundamental Wealth Designs was founded in 2023 by Billy Voyles, MBA, RICP, following 17+ years in the industry including senior roles at Allianz Life and Magellan Financial. He serves as a working fiduciary and has authored To Roth or Not to Roth (2024). The firm emphasizes a holistic retirement planning model that integrates tax coordination, retirement income, investment management, and estate considerations, with a client-acquisition infrastructure built prior to hiring the advisor who will run it.

What You Walk Into

You will enter a structured environment featuring a firm-funded seminar and workshop calendar that generates qualified appointments, a holistic planning model for retirees and pre-retirees, and a founder with substantial industry depth who will invest in your ramp. An established support team handles marketing, operations, and client engagement, while a media and content engine — including a published book, active YouTube presence, social channels, and community engagement across the Twin Cities — supports outreach.

Who This Is Not For

This is not an associate planner role. You will be in the room presenting, discovering, recommending, closing, and owning the client relationship from first handshake through implementation. If you are uncomfortable asking for the business after a workshop or first meeting, this role may not be right for you. It is also not suited for those who oppose insurance and annuity implementation within a retirement income model or who prefer a fully remote, in-market presenceless arrangement.

Preferred

3–5+ years of advisory production experience
Direct experience converting seminar, workshop, or firm-generated lead flow
Twin Cities market familiarity or a credible local network
Experience within an independent or hybrid advisory firm serving retirees
CPA, EA, or strong tax-planning fluency

View full job page →

25d ago

Tax Controller

Aurora Consulting Group, LLC United States Remote

United States

25d ago

$72k - $90k/yr Full time Accounting Compliance Controller

Apply Now

Job Description

The remote Tax Controller role serves as the firm's technical authority on accounting accuracy and tax matters, overseeing bookkeeping by CSMs, tax planning and compliance, and reporting to the Client CFO.

Responsibilities

Review financial statements prepared by CSMs for accuracy, completeness, and compliance.
Ensure proper account classifications, reconciliations, and documentation standards.
Identify discrepancies and provide corrective guidance.
Approve finalized financials prior to advisory distribution.
Maintain and improve accounting SOPs and documentation standards.
Delegate technical tasks appropriately while maintaining review authority.
Prepare and review federal, state, and local tax returns for business and individual clients.
Lead tax planning strategies aligned with client business structures.
Prepare tax projections and advisory tax calculations.
Compute and apply applicable tax credits.
Oversee e-filing processes and ensure timely submission.
Ensure timely tax payments.
Manage multi-state filing requirements and Nexus considerations.
Monitor regulatory changes and adjust client strategy accordingly.
Ensure financial records comply with current tax regulations.
Serve as internal resource on complex accounting and tax matters.
Provide technical coaching to CSMs to improve accuracy and consistency.
Participate in performance evaluation discussions by providing technical input to the Client CFO.
Conduct internal training sessions to keep the team current on tax and accounting developments.
Support firm-wide quality control standards.
Communicate tax strategies and compliance requirements clearly to clients.
Provide informed tax guidance tailored to each client’s structure.
Collaborate with the Client CFO during strategic client discussions when tax expertise is required.
Build professional, trust-based client relationships.

Requirements

EA or CPA preferred (minimum CTEC license required).
Minimum 3 years of accounting experience with strong emphasis on tax for small businesses.
Comprehensive understanding of current tax laws and accounting standards.
Experience working in a fully remote, paperless environment.
Proficiency in cloud-based systems (QBO, ProConnect, CRM platforms, etc.).
Strong understanding of digital security best practices.
Excellent written and verbal communication skills.
Strong analytical, research, and problem-solving abilities.
Exceptional attention to detail.

Technologies

QuickBooks Online (QBO)
ProConnect
CRM platforms

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid sick time
Paid time off
Professional development assistance
Profit sharing
Retirement plan
Vision insurance
Work from home

Workflow & Role Alignment

The CSM produces all bookkeeping and accounting work.
The Client Controller reviews and approves financial statements for accuracy and completeness.
The Controller maintains final authority over accounting accuracy and tax matters.
Once approved, financials are delivered to the Client CFO for advisory interpretation and strategy.
The Controller collaborates with the CFO to align tax positioning with broader business strategy.

Cultural & Professional Standards

Resilient and Positive – Handles setbacks with professionalism and maintains a constructive mindset.
Supportive Team Player – Celebrates the success of colleagues and contributes to a collaborative environment.
Open-Minded and Inclusive – Respects diverse approaches and avoids unnecessary criticism.
Calm and Professional Under Pressure – Maintains composure and respectful conduct in challenging situations.
Clear and Respectful Communicator – Engages thoughtfully and communicates openly and professionally.
Strategic and Organized – Develops thoughtful plans and executes in a structured manner.
Ethical and Values-Driven – Demonstrates integrity, fairness, and discretion.
Detail-Oriented and Accurate – Maintains high standards of precision.
Analytical and Insightful – Evaluates information to support sound decisions.
Research-Oriented and Inquisitive – Gathers relevant information and synthesizes findings effectively.
Efficient and Results-Driven – Delivers high-quality work while managing time and resources responsibly.
Proactive and Forward-Thinking – Anticipates challenges and acts early.
Solution-Oriented – Focuses on actionable next steps.
Innovative and Improvement-Focused – Seeks opportunities to enhance systems and processes.
Receptive to Feedback – Welcomes constructive input.
Accountable and Self-Reflective – Takes ownership of outcomes without shifting blame.
Patient and Adaptable – Demonstrates flexibility when circumstances change.
Focused on What Can Be Controlled – Prioritizes productive action over unnecessary worry.

Performance Expectations / KPIs

Workflow Discipline – Daily timesheet compliance
Accounting Accuracy – Financial statement error rate
Accounting Accuracy – Timeliness of review and approval
Accounting Accuracy – Documentation completeness standards
Accounting Accuracy – Reduction in rework or corrections
Tax Compliance – On-time filing percentage
Tax Compliance – Accuracy of tax returns
Tax Compliance – Quality and defensibility of tax planning
Tax Compliance – Mitigation of audit exposure
Technical Leadership – Improvement in CSM accuracy over time
Technical Leadership – Internal training sessions conducted
Technical Leadership – SOP development and refinement
Collaboration – Alignment with Client CFO on client strategy
Collaboration – Clear tax communication to clients
Collaboration – Proactive identification of tax risks or savings opportunities

Position Disclaimer

This job description outlines the primary responsibilities and expectations of the role. Duties may evolve as business needs change.

Job Types

Full-time
Part-time

Pay

USD 72,262.35 - 89,724.55 per year

Expected Hours

25 – 40 hours per week

Location

Remote (United States)

Reporting Structure

Reports To: Client CFO. Provides Technical Oversight To: Client Service Managers (CSMs).

View full job page →

25d ago

Controller

Oklahoma City Community Foundation Oklahoma City, OK

Oklahoma City, OK

25d ago

$110k - $125k/yr Full time Accounting Accounts Payable Accounts Receivable

Apply Now

Job Description

Located in Oklahoma City, the Oklahoma City Community Foundation seeks a Controller to lead the organization’s accounting operations, financial reporting, budgeting, audits, and internal controls. Reporting to the Director of Finance and supervising a team of accountants, this role blends strategic oversight with hands-on financial management to ensure accurate, timely statements in support of the Foundation’s mission.

Location

Oklahoma City, OK (onsite)

Compensation

Salary: USD 110,000 - 125,000 per year

Responsibilities

Lead a team of accountants responsible for the organization’s financial operations, including financial reporting, budgeting, audits, general ledger management, internal controls, and daily accounting functions.
Hire, manage, and evaluate staff; provide coaching in accordance with company policy.
Prepare consolidated statements of financial position, consolidated statements of activity, cash flow statements, and other reports reflecting the foundation’s financial position on a monthly, quarterly, and annual basis.
Prepare financial statements and other reports required by management for all supporting organizations; ensure accuracy and timeliness.
Ensure all financial reports are accurate, timely, and GAAP-compliant.
Analyze financial data and communicate trends, variances, and recommendations to leadership.
Oversee the general ledger, including posting, reconciliations, journal entries, and financial schedules; review and approve journal entries and interfund transactions.
Supervise accounts payable, vouchers, and check processing to ensure timeliness and accuracy; lead quarterly general ledger reconciliations.
Oversee net asset management, ensuring accurate recording of restricted and non-restricted assets; monitor daily cash activity for operational liquidity.
Provide backup for accounting tasks as needed; oversee ACH payments and support liquidity planning.
Assist leadership with the annual operating budget, partnering with program and departmental leaders; lead quarterly departmental budget vs actual reporting and forecasting efforts.
Lead inventory and fixed asset management, including depreciation, PPE schedules, and related documentation and maintenance.
Maintain a strong internal control framework; update accounting policies and procedures; conduct annual reviews and ensure compliance with nonprofit standards, GAAP, and ASC.
Lead the annual financial statement audit process and serve on the audit liaison team; oversee audit schedules and supporting documentation.
Drive improvements in systems, workflows, and automation for accounting and reporting; manage 1099 filings and related documentation.
Oversee accounting policy and procedures; ensure documentation for tax filings and registrations; lead efforts to enhance accounting systems and reporting capabilities.
Supervise, coach, and mentor finance staff; conduct performance evaluations and support professional development; provide training on procedures and internal controls.
Collaborate with the management team to adapt to operational changes and support organizational culture and resilience.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
7+ years of progressive accounting experience, preferably in a nonprofit environment.
Demonstrated experience in financial reporting, audits, budgeting, general ledger management, and internal controls.
Advanced Excel and financial modeling skills; strong working knowledge of GAAP and nonprofit accounting standards (GAAP, FASB, ASC).
Proficiency with accounting systems (QuickBooks) and Microsoft Excel; ability to analyze financial data and prepare meaningful reports.
Excellent communication and interpersonal skills; capable of leading a finance team and collaborating with programmatic groups.
High integrity, meticulous attention to detail, and a commitment to continuous improvement.
Experience supporting programmatic teams and cross-departmental collaboration.

Technologies

QuickBooks
Microsoft Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Working Conditions & Physical Demands

Prolonged periods of sitting at a desk.
The ability to lift objects up to 25 lbs.
Extended periods of working with a computer, requiring focus on tasks and navigation of software interfaces.
Fine motor skills, including typing and precise mouse use.
Strong visual acuity for reading information on a computer screen.
Office environment with minimal noise.
Minimal travel in the metro and surrounding area.
This position is a safety-sensitive position based on the frequent operation of a motor vehicle.

View full job page →

25d ago

Senior Accountant

Vaco by Highspring New York, NY

New York, NY

25d ago

$110k - $120k/yr Full time Senior Accountant Accounting

Apply Now

Job Description

Vaco by Highspring invites a Senior Accountant to join the Corporate Accounting team for a global consumer products company. This onsite role in New York offers high visibility across multiple business units and exposure to core financial operations.

Responsibilities

Contribute to the monthly close by drafting journal entries, recording accruals, and managing prepayments, while ensuring timely and accurate financial reflection of activities.
Execute balance sheet reconciliations and analyze variances to identify underlying drivers and support accurate reporting.
Handle and analyze large datasets using Excel and ERP platforms, ensuring data integrity and reliable insights for decision making.
Perform inter-entity allocations across multiple business units and divisions, aligning with corporate allocation methodologies.
Support fixed asset accounting and capitalization processes, including tracking substantial asset activity and depreciation schedules.
Collaborate with FP&A and other business units to ensure accurate financial reporting and alignment with strategic goals.
Assist with external audit requests by compiling schedules and documentation to facilitate a smooth review process.
Identify opportunities to streamline processes and drive efficiency gains across close, reporting, and data handling workflows.
Assist in preparing financial statements and internal reports to support management decision making and governance.

Requirements

3 to 5+ years of accounting experience, with a preference for corporate accounting or general ledger backgrounds.
Solid understanding of month-end close procedures and the ability to apply them consistently.
Experience managing accruals and prepayments within a dynamic, fast-paced environment.
Proficiency in balance sheet reconciliations and identifying reconciliation drivers.
Analytical capabilities with the ability to interpret financial data and extract actionable insights.
Advanced Excel skills, including PivotTables, VLOOKUP, and SUMIFS, with the capacity to handle large datasets efficiently.
Experience in mid to large size organizations, with a preference for familiarity with complex multi-entity structures.
Strong attention to detail and the ability to operate effectively under deadlines in a fast-paced setting.

Technologies

Excel
ERP systems

Location and Compensation

Location: New York, NY (onsite)

Salary: USD 110,000 - 120,000 per year

View full job page →

26d ago

Controller

LifeMed Alaska LLC Anchorage, AK

Anchorage, AK

26d ago

$130k - $140k/yr Full time 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.

View full job page →

26d ago

Credit Analyst, Associate Director - Insurance - New York

Fitch Ratings New York, NY

New York, NY

26d ago

$115k - $135k/yr Full time Analyst Associate Client Relations

Apply Now

Job Description

Fitch Ratings invites qualified professionals to join our North American Insurance group as Associate Director – Insurance. In this onsite role based in New York, you will lead credit analysis on a portfolio of property/casualty or life insurers, engage with management and investors, and present to rating committees. You will support the ratings process across a focused set of insurers, contribute to company and industry research, and participate in stakeholder discussions, with limited travel.

What we offer

Fitch Ratings provides a range of credit ratings, research, and data services to help investors make informed decisions.
The Financial Institutions Group focuses on ratings and analysis for banks, insurance companies, and other financial institutions.
Fitch Ratings is a global company with a presence in over 30 countries, offering opportunities to work with diverse teams and clients from around the world.

Responsibilities

Lead coverage on a portfolio of property/casualty or life insurance companies
Interact with management of property/casualty or life insurance companies
Prepare rating committee packages
Present rating committee packages
Participate in rating committees
Write company research
Contribute to insurance industry research
Participate in analytical projects utilizing industry financial data sources
Back-up coverage on selected insurance companies
Maintain files in accordance with company policies

Requirements

Bachelor’s degree
5-7 years of relevant experience in property/casualty or life insurance analysis or in a strategic planning, financial management or actuarial position within the insurance industry; offers will be aligned to the level appropriate to the candidate’s experience
CFA, MBA, CPA or actuarial designations are a plus but not required
Self-motivated professional
Strong analytical, quantitative, and organizational skills
Excellent written and verbal communication skills
Ability to shift fluidly between multiple projects as priorities change
Ability to excel in a team-oriented environment
Proficiency in Excel and Word
Strong candidates with less experience may be considered at varying levels

Compensation (New York)

Base pay for this role is typically between $115,000 and $135,000. Actual salaries are determined on an individual basis and may vary based on education, training, experience, past performance, and other job-related factors. Base pay is one component of Fitch’s total compensation package, which may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits.

View full job page →

26d ago

Corporate Senior Financial Analyst

Recology San Francisco, CA Hybrid

San Francisco, CA

26d ago

$114k - $142k/yr Full time Senior Accounting Analyst

Apply Now

Job Description

This Corporate Senior Financial Analyst role in San Francisco offers a hybrid schedule with three days in the office, focusing on tracking financial performance, forecasting, and advising senior management on tactical and strategic decisions.

Responsibilities

Prepare management reports comparing actual results to budgets, forecasts, prior year, and trends.
Maintain and refresh monthly and quarterly dashboard presentations for the C-suite and Board of Directors.
Support the annual budget process by preparing and assisting with cost allocations such as management fees, health and welfare, and insurance costs.
Develop new financial models and enhance existing ones to support strategic planning.
Oversee the monthly cash flow schedule to ensure liquidity and accuracy.
Assist with the company-wide capital budgeting process and maintain the capital forecast schedule.
Compile and analyze the monthly capital report to inform decision making.
Review capital change orders and project requisition forms to ensure accuracy and sufficient budgeted funds.
Collaborate with the Finance team to maintain records for the Company’s self-insurance programs.
Analyze cash flow, expenditures, revenue, depreciation, and investments to recommend actions and adjustments to procedures, plans, and controls.
Drive efficiencies by streamlining, standardizing, and automating processes and reporting requirements.
Leverage diverse data sources to capture company and market data for financial and business analytics.
Assist with implementing, monitoring, and supporting financial reporting tools such as Hubble and GlobalSoft, including user training.
Maintain and create financial reports and customized queries to support stakeholders.
Produce ad hoc reports and analyses as needed by the business.
Prepare year-end audit schedules to facilitate external audits.
Perform other duties as assigned to support the finance organization.

Requirements

4+ years of experience in FP&A, ideally in a corporate FP&A environment.
Solid understanding of P&L, balance sheet, cash flow statements, and key metrics reporting, with strong accounting principles knowledge.
Experience performing ROI calculations for capital projects, RFPs, and acquisitions, including NPV, IRR, WACC, and sensitivity analysis.
Advanced MS Office skills, particularly Excel, Word, and PowerPoint.
ERP experience, ideally with JD Edwards.
Proven ability to learn technologies quickly and manage change in a proactive, positive manner.
Self-motivated, highly organized, with the ability to multi-task and adjust priorities across diverse responsibilities.
Strong analytical thinking, statistical aptitude, and ability to meet deadlines.
Excellent oral and written communication skills.
High School diploma or GED required; Bachelor’s degree preferred.

Technologies

Hubble
GlobalSoft
JD Edwards
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Benefits

Paid time off
Paid holidays
Medical benefits
Dental benefits
Vision benefits
Employee Stock Ownership Plan (ESOP)
401(k) with company match
Annual wellness incentives
Employee Assistance Program (EAP)
Educational assistance
Commuting benefits
Employee referral program
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Retirement plan
Tuition reimbursement
Vision insurance

Role of the Senior Financial Analyst

Under general direction, responsible for tracking financial performance, analyzing business performance and market conditions to create forecasts, and advising senior management on tactical and strategic decisions to sustain financial health and profitability.

Recology Offers

An ecologically focused company that mentors individuals committed to protecting the environment and supporting communities.
The largest employee-owned resource recovery company in the industry with strong benefits to support your growth.
A creative, caring culture that values community, diversity, accountability, collaboration, and hands-on learning.
A mission driven to reuse and return resources to their best and highest use through the 4R framework: Reduce, Re-use, Recycle, and Recologize.
Unique professional challenges that connect you with and contribute to a waste-free world.