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Director - Finance & Administrative Services

Eastern Washington University Cheney, WA

Cheney, WA

Today

$89k - $107k/yr Full time Finance Director Accounting Administrative Services

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Job Description

The Director of Finance and Administrative Services leads administrative finance operations for the College of Arts, Humanities, and Social Sciences (CAHSS) at Eastern Washington University. The role provides leadership, planning, and advisory support across budgeting, financial analysis, purchasing, payroll and travel, and personnel and Human Resources functions, with college-wide responsibility for fiscal oversight and compliance.

Key Responsibilities

Develop and implement internal controls and procedures to support compliance with university policies and procedures, in consultation with the Dean.
Partner with the Dean, Associate Deans, Department Chairs, and Program Directors to develop and implement financial policies, procedures, and management reports.
Provide guidance and advice to CAHSS administrative staff on administrative policies, procedures, and financial management.
Oversee the processing of required funding changes for CAHSS faculty and staff.
Build and develop the yearly budget using fixed costs and the approved spending plan.
Advise the Dean and support the implementation, coordination, and control of college budget and fiscal services, including grant and contracts, endowments, and scholarship oversight.
Coordinate with the university’s immigration specialist in HR on procedures and documentation related to obtaining work visas and/or establishing residency for international faculty and/or staff hires.
Lead strategic budget planning and manage annual budget preparation to respond to reforecast changes, including analysis of expenditures, high-level financial review, qualitative assessment of results, and financial projections.
Provide leadership and direction for the annual budget development and execution for the college.
Analyze budget operating options and assist college leadership with budget development and strategies aligned to goals and objectives.
Monitor CAHSS fiscal performance to ensure compliance and effective internal controls.
Analyze operational costs and recommend actions to support appropriate income and cash flow.
Serve as the primary point of contact for budget and purchasing questions related to process and policy compliance.
Advance a culture of integrity and ethics across programs and practices, ensuring the team adheres to college standards.
Collaborate with institutional finance leadership to drive strategic financial initiatives, strengthen communication, and align with institutional goals and objectives.
Participate in planning and development of CAHSS strategic priorities as assigned by the Dean and University Goals.
Represent the college on strategic initiatives that affect CAHSS financial operations.
Implement and maintain a records retention strategy in compliance with the University Retention Schedule for Administrative and fiscal records.
Serve as the college representative on various committees and groups.
Perform other duties as assigned by the Dean.

Required Qualifications

Bachelor’s degree in Accounting, Finance, Business, or a related field.
5 years of related work experience.
Experience in budgeting, financial analysis, and long-range planning.
Advanced knowledge of Microsoft Excel.
Knowledge of GAAP accounting principles.
Experience working with financial management reports, including ability to summarize complex information and communicate results to leadership as evidenced in application materials.
Excellent management and organizational skills with high accuracy and attention to detail.
Effective, professional verbal and written communication skills.
Ability to work with a diverse constituency.

Preferred Qualifications

Experience using financial and reporting systems to analyze and report data to support informed decisions.
Experience with Banner.
Knowledge of budget planning systems and database applications.
Experience in a large, complex organizational setting.
Overall perspective and understanding of funding policies, priorities, and funding requirements.
Previous experience working in higher education.

Technology and Tools

Microsoft Excel
GAAP

Compensation and Appointment

Salary: USD 89,237 - 107,084 per year
Location: Cheney, WA (onsite)
Term of Appointment: 12 months

Work Schedule

Typically Monday through Friday, 8:00am to 5:00pm, with potential requirements to work evenings and/or weekends to support special projects such as end-of-year budget activities, receptions, graduation, and other college needs.

Benefits

Health insurance
Disability insurance
Retirement
Generous vacation and sick leave accruals
12 paid holidays per year
Tuition waiver for employees and eligible family members
Discounted EWU sports tickets
Full access to campus workout facilities at a minimum fee
Free transportation through STA buses

Employment Conditions

During employment, the position involves receipt of, or accountability for, university funds or other items of value, and unsupervised access with developmentally disabled individuals, vulnerable adults, or children under the age of 16.
Employment is contingent upon successful completion and passing of a background check prior to beginning work.
Applicants must be authorized to work for any employer in the U.S.; the university is unable to sponsor or assume sponsorship of an employment visa for this position at this time.
All new employees must comply with EWU Immunization Policy 602-02 and provide proof of immunity or vaccination to MMR before starting work. Waivers are available for medical reasons or sincerely held religious beliefs.
This is an Administrative Exempt position and is covered by EWU Policy 406-01, Exempt Employment.

Additional Information

Interview format: Interviews might be conducted via Zoom, with camera enabled. Candidates must demonstrate competence using Zoom and other technologies.
Physical demands: Contact Human Resources at jobs@ewu.edu to obtain a copy of the Essential Functions Analysis, which describes conditions of employment, including physical demands.
Protective equipment: University, local, regional, and state mandates for public and personal protection should be followed as needed.

Required Application Materials

Detailed cover letter explaining how the applicant meets each required qualification (and preferred qualifications, if applicable). Applicants are preferred to provide this in a bulleted list or within a table in the cover letter.
Chronological resume including work history and major duties, education, and specialized training or skills related to the position.
At least 3 professional references, including names, titles, organization name, phone numbers, email addresses, and relationship to the applicant (these can match the application references).
Completed online application form and responses to online questions, if applicable.
Mission Statement Response: EWU’s mission emphasizes an inclusive, equitable, and transformative learning experience, affordable academic excellence, and serving first-generation, Pell-eligible students. Applicants should describe how they would contribute to this mission.

Applications and Screening

Applications are open and accepted until recruitment is closed.
Screening will begin on October 12, 2026 and continue until recruitment is closed.
All materials will be held in strictest confidence; references will not be contacted until candidates have been notified.
The position is open until further notice; screening will begin on September 1st.

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Financial Services Specialist

First Citizens Bank Greenville, NC

Greenville, NC

Today

Full time Banking Business Development Client Relations

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Job Description

The Financial Services Specialist (Universal Banker) role at First Citizens Bank is based onsite in Greenville, NC and focuses on delivering sales and service in the branch. The position supports customer relationships through proactive outreach and provides deposit accounts, payment solutions, digital access products, and lending, while identifying and routing sales opportunities to the appropriate bank partners.

Responsibilities

Achieve individual and/or team financial, production, and relationship results against the assigned metrics and goals.
Engage customers, prospects, and referral sources through proactive outreach.
Represent the Bank in the community when appropriate by attending civic and community events to generate additional business and identify potential CRA opportunities.
Conduct sales activities aligned to create value for both customers and the bank.
Partner, plan, and prepare for customer conversations to ensure relevant financial guidance supports informed decisions.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities.
Listen attentively and ask insightful questions to understand customer needs and preferences, then take prompt action to address immediate needs.
Seek coaching, support Bank initiatives, and leverage tools to optimize performance.
Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal considerations across personal interactions, customer transactions, and financial exposures.
Complete required training by established deadlines.
Perform general office management duties as assigned to support operational efficiency.
In deposit-taking roles, ensure transaction accuracy and operational efficiency for that function.

Requirements

Bachelor's Degree
Or High School Diploma or GED/Equivalent and 2 years of experience in sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Valid driver's license
Ability to drive to other offices and bank customers; a Bank car is not provided.
Ability to apply a structured sales process.
Ability to provide financial guidance and expertise.
Financial literacy.
Knowledge of retail banking products and services.

Benefits

Benefits are available through the company’s benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualities of a Successful Candidate

Influence: Builds rapport with different personalities to drive positive results.
Sales Outreach: Self-starter who manages daily calling activity to achieve required results.
Communication Skills (Interpersonal): Proactively engages in conversation with confidence.
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns and adapts quickly to new information and technology.
Teamwork: Builds strong relationships with team members and cross-functional partners.
Flexibility: Manages multiple demands and shifts priorities efficiently.
Agility: Processes information quickly and moves through problem resolution.

Preferred Education and Experience

Preferred Education: Bachelor's Degree
Preferred Area of Experience: Telephone sales

Preferred Qualifications

Recent or upcoming college graduate
Self-motivated with a desire to learn, grow, and build a long-term career in banking and financial services
Previous internship, work-study, or customer-facing experience

Additional Information

Benefits are part of total rewards, and First Citizens Bank is committed to offering a competitive, thoughtfully designed benefits program for associates.

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Financial Accountant

SustainableHR Madison, WI

Madison, WI

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$28 - $36/hr Full time Accounting Accounts Payable Accounts Receivable

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Job Description

Financial Accountant opportunity for a short-term onsite assignment in Madison, WI, focused on corporate accounting and real estate development accounting across multiple entities.

Responsibilities

Prepare monthly and periodic financial statements
Maintain the general ledger and complete account reconciliations
Process accounts payable and accounts receivable
Assist with payroll processing
Support monthly close and year-end close activities
Prepare budgets, forecasts, and cash flow projections
Coordinate owner and investor distributions
Prepare financial reports for company leadership
Maintain compliance with GAAP and internal accounting policies
Maintain accounting records for multiple development and investment entities
Track project costs, construction draws, and development budgets
Assist with project financial models and cash flow projections
Support lender reporting and debt financing activities
Review financial statements prepared by third-party property management firms
Assist with project capitalization and transitions from development to operations
Prepare workpapers and supporting documentation for auditors and tax professionals

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
Three or more years of accounting experience
Strong understanding of Generally Accepted Accounting Principles (GAAP)
Advanced Microsoft Excel skills
Strong analytical and problem-solving abilities
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and quickly become acclimated to existing processes
Strong written and verbal communication skills

Technologies

Microsoft Excel
QuickBooks
AppFolio
Yardi
Sage
Entrata

Onsite Location & Assignment

Madison, WI (onsite)
Temporary assignment length: 2–3 months
Compensation: USD 28–36 per hour

Exposure Areas

Corporate accounting and general ledger management
Financial reporting
Accounts payable and accounts receivable
Real estate and development accounting
Construction and project cost tracking
Budgeting and cash flow management
Banking and lender reporting
Month-end and year-end close activities

Preferred

Experience with commercial real estate, construction, property management, or development accounting
Experience with QuickBooks, AppFolio, Yardi, Sage, Entrata, or similar accounting/ERP platforms
Experience preparing financial models, budgets, or cash flow projections
Previous experience stepping into interim, temporary, or project-based accounting assignments

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Finance Manager

Coadte Arizona City, AZ

Arizona City, AZ

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$76k - $92k/yr Full time Manager Accounting Analytical Skills

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Job Description

As the Finance Manager at Coadte in Arizona City, AZ (hybrid), you will oversee core financial operations, combining accounting, planning, compliance, and analysis to produce accurate reporting and decision-ready insights.

Role Overview

You will lead budgeting, forecasting, and financial projection modeling, while monitoring performance across profit and loss, revenue, costs, and fiscal results. The position also includes directing treasury and investment activities, supporting risk analysis and cost control, and strengthening financial management through team leadership and practical use of reporting tools.

Key Responsibilities

Lead budgeting, forecasting, financial projection model development, and cash flow analysis; monitor profit and loss, revenue, costs, and fiscal performance.
Oversee corporate accounting, general ledger accounting and reconciliation, account analysis, balance sheet reconciliation, accounts payable and accounts receivable, bookkeeping, and financial statement preparation.
Produce financial reporting, regulatory reporting, and financial report writing and interpretation in line with applicable standards, including International Financial Reporting Standards (IFRS), International Accounting Standards (IAS), and Generally Accepted Accounting Principles (GAAP).
Manage treasury and investment activities, perform risk analysis and risk management, support cost control, and maintain compliance with relevant industry financial regulations.
Lead and develop the finance team; apply accounting systems, financial software, data analytics tools, and Excel to strengthen financial operations and strategic management.

Required Qualifications

Accounting and finance experience with knowledge of financial accounting, technical accounting, accrual accounting, corporate finance, cost accounting, and financial management.
Demonstrated financial analysis, financial model development, forecasting, budgeting, and financial acumen; able to interpret financial concepts and communicate findings clearly.
Knowledge of financial services and financial markets; experience in corporate, non-profit, governmental, or public accounting is valuable.
Strong leadership, technical proficiency, and experience managing finance teams and accounting systems.

Preferred Qualifications

Familiarity with financial directorship, investment management, cost management, revenue management, and financial planning.

Technologies

Excel
IFRS
IAS
GAAP

Compensation and Work Location

Salary: USD 76,300 to 92,000 per year.

Work Location: Hybrid remote in Arizona City, AZ 85123.

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Sr Financial Analyst

Lamb Weston American Falls, ID

American Falls, ID

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$86k - $130k/yr Full time Senior Accounting Advisor

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Job Description

Lamb Weston is seeking a Sr Financial Analyst to join its finance organization in American Falls, ID (onsite). This role supports strategic decision-making and operational performance through advanced analysis, business partnering, and clear insights across planning, forecasting, reporting, and financial models.

Reporting into the finance function, the Sr Financial Analyst will help translate complex financial data into actionable recommendations, support key planning processes, and partner with stakeholders across multiple business areas to evaluate financial and operational impacts.

Key Responsibilities

Act as a trusted finance partner to assigned business functions, delivering financial guidance, analysis, and recommendations aligned to business objectives.
Contribute to annual operating plans, long-range strategic plans, budgets, and related financial projections.
Prepare and maintain monthly forecasts, assessing business changes and communicating risks, opportunities, and key drivers to stakeholders.
Support monthly and quarterly financial close activities, helping ensure accuracy and timely resolution of issues.
Analyze financial performance, surface trends, and provide actionable insights to improve business results.
Develop, maintain, and enhance financial models supporting business cases, investments, pricing decisions, product initiatives, and other strategic projects.
Create and continuously improve KPIs, dashboards, scorecards, and management reporting.
Prepare and present financial analyses, reports, and recommendations to management and business partners.
Partner cross-functionally to evaluate the operational and financial impacts of business decisions.
Support financial planning and analysis across multiple functional areas as needed.
Participate in and/or lead special projects, process improvement initiatives, and other finance-related efforts.
Identify opportunities to improve reporting, forecasting, and financial processes through automation, standardization, and best practices.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics, or a related field (required).
Minimum 5 years of progressive financial analysis, accounting, or related business experience.
Strong understanding of financial planning and analysis, budgeting, forecasting, and profit and loss statement management.
Proven ability to analyze complex data, identify trends, and translate findings into meaningful business insights and recommendations.
Experience building financial models and performing quantitative analysis to support decision-making.
Demonstrated ability to build partnerships and communicate effectively with stakeholders at multiple levels.
Capability to manage multiple priorities in a fast-paced, changing environment.
Strong problem-solving, critical thinking, and decision-making skills.
Advanced proficiency with Microsoft Excel and other Microsoft Office applications.
Experience with enterprise financial systems, ERP platforms, or reporting tools preferred.
MBA, CPA, CMA, or other relevant professional certification preferred.
Travel may be required.
Regular use of standard office equipment, including computers, phones, and related technology; occasional bending, reaching, and lifting may be required.

Technologies

Microsoft Excel
Microsoft Office

Benefits

Health insurance benefits: Medical, Dental, Vision
Flexible Spending Accounts for Health and Dependent Care, and Health Reimbursement Accounts
Well-being programs including companywide events and a wellness incentive program
Paid Time Off
Industry leading 401(k) plan with generous company contributions
Financial Planning Services
Employee Stock purchase program
Health Savings Accounts
Life and Accident insurance
Family-Friendly Employee events
Employee Assistance Program services including mental health and other concierge type services

Location: American Falls, ID (onsite)

Employment Type: Full time

Salary Range: USD 86,380 - 129,570 per year

Job Requisition ID: Req-272229

Anticipated Close Date: 01/12/2027

Pay Rate / Range: $86,380.00 - $129,570.00

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Financial Analysis Consultant

CNA Insurance Chicago, IL

Chicago, IL

Today

$72k - $141k/yr Full time Data Analysis Financial Analysis Financial Planning

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Job Description

Join CNA’s Investments, Treasury and Investor Relations division to support investment income planning, forecasting, portfolio analytics, and management reporting.

Responsibilities

Own the preparation of monthly investment management reports and analyze portfolio results, investment performance, reinvestment activity, analytics, risk metrics, and significant trends.
Present insights with clear, concise communication to senior leadership including the CIO, CFO, and Treasurer.
Lead investment income planning and forecasting, including developing key assumptions and evaluating drivers of deviations in investment income versus prior and plan; build stakeholder buy-in.
Partner on investment portfolio matters across the organization by evaluating financial implications of portfolio decisions and market movements with enterprise risk management, investor relations, long-term care finance and actuarial, and other business areas.
Support quarterly earnings analysis, rating agency requests, peer analysis, strategic initiatives, and ad hoc modeling requests.
Lead projects and key team objectives, including identifying opportunities to improve and streamline core reporting processes.

Requirements

3+ years of relevant experience.
Strong investment acumen, with particular strength in fixed income concepts; connect portfolio activity, market movements, and investment strategy to financial results.
Knowledge of GAAP accounting principles, practices, and procedures, including technical experience with the balance sheet, income statement, and statement of cash flows (as applicable).
Proven project management, organizing, and planning skills; ability to manage competing priorities and deliver on schedule.
Ability to synthesize complex information into a management-level narrative emphasizing the most relevant trends, drivers, risks, and implications.
Strong interpersonal, presentation, verbal, and written communication skills with the ability to partner with internal and external business stakeholders.
Very strong proficiency with Microsoft Office Suite and other business-related software systems.

Education & Experience

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Typically 5 to 7 years of related experience in financial analysis, investment reporting, investment accounting, or a related field.
CFA designation or progress toward the CFA designation is a plus.

Tools / Technologies

Microsoft Office Suite

Compensation

Salary range: USD 72,000 - 141,000 per year.
National base pay range (where required by local law): $72,000 to $141,000 annually in the District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York, and Washington.

Reporting Relationship

Director or above

Additional Notes

As determined by CNA and depending on experience and/or qualifications, candidates may be hired into one of two roles: Financial Analysis Consultant or Senior Financial Analyst.
CNA utilizes AI-enabled technology during the recruiting process. For more information, visit the careers page.
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, contact leaveadministration@cna.com.

Location: Chicago, IL (hybrid)

Compensation: USD 72,000 - 141,000 per yearly

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Financial Advisor

Trajan Wealth Milwaukee, WI

Milwaukee, WI

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$100k+/yr Full time Marketing Advisor Business Development

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Job Description

Join Trajan Wealth as a Financial Advisor to grow a Wisconsin client base through education-led seminars and a supported W2 practice.

Responsibilities

Host and present retirement and financial planning seminars.
Guide prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning.
Build credibility using a consultative, education-first approach aligned with Trajan’s fiduciary philosophy.
Convert seminar attendees into long-term client relationships through a proven and repeatable process.
Represent Trajan Wealth in Wisconsin, building local brand presence and trust.
Grow the client base using seminars, referrals, and strategic community engagement.
Scale a local advisory practice as part of Trajan’s national growth strategy.
Serve as a trusted community resource for retirement, investment, tax, and estate planning.
Conduct in-depth meetings with clients and prospective clients to understand goals and the overall financial picture.
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations.
Help clients make informed decisions and stay confident in their financial future across market environments.
Use Trajan’s CRM and operational infrastructure to manage relationships and track opportunities.
Coordinate with internal teams across planning, client service, investment, and marketing to deliver a consistent client experience.
Use firm resources and support systems to improve productivity and outcomes and scale the practice.
Focus primarily on client meetings and closing business.

Requirements

Clean BrokerCheck / U4 record.
Bachelor’s degree or equivalent experience.
Relevant securities licenses/certifications:
- Series 65 or Series 7 & 66, or
- Professional designations including CFP, CFA, ChFC, PFS, CIC, or CIMA (certification requirements vary by jurisdiction).
If licensed with 7&66, obtain a Series 65 or a professional designation within 18 months of employment.
WI Life and Annuity license.
5+ years of financial advisory or investment experience.
Strong presentation skills.
Experience working with retirement planning clients.
Minimum 3 years of experience using a CRM system.
Proficiency in Microsoft Office.
Excellent written and verbal communication abilities.
Proactive work style and strong personal ethics aligned with fiduciary responsibility.

Technologies

CRM
Microsoft Office

Compensation

USD 100,000 per yearly (base salary) in a W2 role.
Uncapped variable compensation.

Benefits

401k with matching up to 13%.
United Healthcare PPO Medical employee coverage paid by Company.
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance, and many voluntary options.
Generous holidays and PTO.

What Makes Trajan Different

In-house marketing agency (radio, TV, seminars, digital).
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars.
Full operational infrastructure including client service, CRM, investment, IT, HR, and compliance.
Proven, repeatable sales process.
Integrated estate and tax planning through in-house attorneys and CPAs.