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1mo ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Charleston, SC

Charleston, SC

1mo ago Closed

$60k - $120k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Financial Professional role in Charleston, SC with hybrid remote options, focused on building client relationships and delivering tailored financial guidance.

Develop relationships with individuals, families, and businesses across the Charleston area
Deliver customized financial guidance using insurance, investment, and retirement planning strategies
Prospect for new clients through networking, referrals, and community engagement
Maintain long-term client relationships and conduct ongoing financial reviews

Requirements

Entrepreneurial mindset with a coachable and motivated approach
Strong communication and relationship-building skills
Bachelor’s degree preferred (not required)
Ability to obtain state licenses in Life, Health, and Securities (training provided)
Must be authorized to work in the United States (U.S. citizenship or permanent residency required)
Background check required

Compensation & Job Details

Job type: Full-time
Projected total compensation: $60,000.00 to $120,000.00 per year
Work location: Hybrid remote in Charleston, SC 29492
Ability to commute: Charleston, SC 29492 (required)

Benefits

Comprehensive training and mentorship from experienced professionals
Competitive compensation including commissions and bonuses, plus benefits
Health, dental, and vision coverage
Retirement plans available, including 401(k)
Career advancement opportunities to Financial Advisor or Management roles
Opportunity to make a meaningful impact in the community
Flexible schedule
Health insurance
Dental insurance
Vision insurance

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1mo ago

Financial Controller

PeopleFund Austin, TX

Austin, TX

1mo ago Closed

$120k - $120k/yr Full time Accounting Auditing Facilities Management

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

PeopleFund is seeking a Financial Controller to strengthen financial integrity and ensure accurate, complete reporting through well-defined procedures, controls, and disciplined reporting cycles. The role reports to the CFO and provides leadership across accounting, audit, investor reporting, and financial analysis.

Key Responsibilities

Maintain the accuracy and completeness of PeopleFund’s general accounts and internal financial controls.
Oversee and manage the financial accounting system.
Lead the audit process, including the IRS 990 report and financial statements.
Manage monthly, quarterly, and semi-annual reporting cycles.
Handle cash management and risk management activities.
Own management and investor reporting, including financial and investment analysis.
Ensure accuracy of investor relations reporting and support investment portfolio management.
Support full transparency of the company’s financial performance through adherence to applicable accounting requirements.
Ensure reporting aligns with FASB Accounting Standards, including working with auditors during the annual audit, preparing actual versus budget reports, tracking KPIs, and maintaining compliance.
Support the CFO with monthly and annual financial plans and budgets.
Support the Front Desk / Office Manager regarding facilities.
Support HR functions as needed.
Communicate potential risks in a timely and clear manner.
Perform other duties as assigned.

Required Qualifications

Bachelor’s Degree in Accounting, Finance, or a related field; MBA preferred.
CPA required (professional accounting designation).
10+ years of experience in accounting and finance roles.
2+ years of experience in a similar role.
Experience working in non-profits is an advantage.
Experience working with government contracts and/or grants is an advantage.
Experience working in Financial Services is an advantage.
Advanced computer skills, including proficiency in MS Office.
Exceptional communication skills.
Results-oriented, strategic thinker and planner.

Technology

MS Office

Compensation and Location

Salary: USD 120,000 per year

Work Location: Austin, TX (onsite)

Work Format: In person

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

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1mo ago

Sr. Financial Analyst

Maxonic, Inc. Pleasanton, CA

Pleasanton, CA

1mo ago Closed

$50 - $65/hr Full time Senior Accounting Accounting Software

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Maxonic, Inc. is seeking a senior individual contributor to join its Finance team as a Sr. Financial Analyst in Pleasanton, CA. In this role, you will drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership, including serving as the Finance lead for implementing Workday Adaptive Planning.

Role Overview

The Principal Financial Analyst operates as a key partner across Finance and the broader business, leading complex initiatives from scoping through completion. You will analyze SaaS and payment processing performance, build and maintain advanced models for decision-making, and help shape how budgeting, forecasting, and reporting processes work following Workday Adaptive Planning implementation.

Key Responsibilities

Lead analysis of SaaS and payment processing metrics, including MRR, ARR, churn, retention, LTV, CAC, payback, take rates, transaction volumes, processing costs, and other KPIs to identify trends, risks, variances, and opportunities.
Lead and support forecasting, budgeting, and long-range planning, including development and maintenance of advanced financial models for strategic and operational decision-making.
Serve as the Finance lead for Workday Adaptive Planning, coordinating Finance requirements and partnering with Accounting, IT, implementation resources, and other stakeholders.
Own Finance-related requirements gathering, model design, testing, data validation, user acceptance testing, documentation, and implementation activities for Workday Adaptive Planning.
Support ongoing administration, optimization, and adoption of Workday Adaptive Planning after implementation, including improvements to budgeting, forecasting, planning, and financial reporting processes.
Develop and maintain financial reporting and analysis using Workday Adaptive Planning, NetSuite, Power BI, SQL, Excel, and other financial systems and tools.
Partner cross-functionally with Accounting, Data, Payments, Sales, Product, Operations, and other teams to align financial strategies with business objectives and reconcile differences between financial and operational reporting.
Prepare Board- and investor-ready materials and executive-level presentations covering financial performance, revenue drivers, customer behavior, profitability, KPIs, variances, and business trends.
Perform complex variance analysis, scenario planning, sensitivity analysis, and financial modeling to support business decisions, partnership economics, revenue-share structures, and investment trade-offs.
Identify opportunities to improve, standardize, and automate FP&A processes, reporting, forecasting, and financial analysis.
Provide functional guidance and mentorship to junior analysts and support ongoing development of FP&A processes, tools, reporting standards, and analytical capabilities.
Act as a trusted advisor to senior leadership, using financial and business acumen to recommend actions, shape the financial narrative, and influence business outcomes.
Lead complex cross-functional Finance initiatives and strategic analyses from scoping through completion, coordinating stakeholders and deliverables without direct reporting authority.
Perform additional duties as assigned.

Required Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field.
6+ years of progressive experience in financial analysis, FP&A, or a related finance function, including experience supporting complex financial and business decisions.
Strong knowledge of SaaS and/or payment processing metrics and their impact on business performance.
Advanced financial modeling, forecasting, budgeting, variance analysis, and scenario-planning skills.
Experience leading or supporting implementation of financial planning, budgeting, forecasting, or FP&A systems.
Advanced proficiency with NetSuite, Power BI, SQL, and Excel.
Ability to translate complex financial and operational data into clear, actionable recommendations for senior leadership and non-financial stakeholders.
Proven ability to lead complex projects and cross-functional initiatives without direct reporting authority.
Strong communication, presentation, and financial storytelling skills.
Strong organizational and project management skills with the ability to manage multiple priorities.
Ability to provide functional leadership, guidance, and mentorship to other members of the Finance team.

Tools and Technologies

Workday Adaptive Planning
NetSuite
Power BI
SQL
Excel

Location and Compensation

This position is onsite in Pleasanton, CA and is listed at $50.00 to $65.00 per hour.

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1mo ago

Finance Manager

Rainier Dodge & Ram Of Olympia Olympia, WA

Olympia, WA

1mo ago Closed

$80k - $120k/yr Full time Manager Accounting Client Relations

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Join Rainier Dodge & Ram of Olympia in Olympia, WA, where you can help drive results while supporting a positive customer experience. This Finance Manager role offers competitive pay, a flexible schedule, paid time off, and benefits designed for long-term stability, including 401(k) with matching, health coverage, life and vision insurance, and professional development assistance.

Compensation: USD 80,000 - 120,000 per year. Location: Olympia, WA (onsite). Experience: 1 year minimum.

Responsibilities

Understand the structure of a car deal to help maximize dealership profit.
Work within bank and credit union parameters and stipulations to fund deals as quickly as possible.
Perform job duties with integrity to stay in full compliance.
Prioritize customer experience and contribute to maintaining high CSI.
Protect the dealership and customer private information.
Support the sales team by assisting with deal progress and helping close deals.

Requirements

Minimum 1 year in Automotive Finance Manager experience (Required).
Minimum 2 years of dealership F&I or Sales Management experience (preferred).
Familiarity with DealerTrack F&I, Darwin, and CUDL.
Belief in the importance of attitude and enthusiasm.
Comfortable assisting the sales team to progress and close deals.
Driver’s License (Required).

Tools & Technologies

DealerTrack F&I
Darwin
CUDL

Benefits

401(k) and 401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance
Employee discount

Work Environment

Growth opportunities
Casual work attire
On-the-job training
Company perks
Lively atmosphere
Safe work environment
Flexible working hours

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1mo ago

Finance Analyst

Advanced Tech Staffing Indianapolis, IN

Indianapolis, IN

1mo ago Closed

$35 - $45/hr Contract Accounting Analytical Skills Budget Management

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Advanced Tech Staffing is hiring a Finance Analyst for a Government Finance team in Indianapolis, IN (hybrid). This contract role focuses on preparing priced project proposals and Government-required submissions, supporting compliance efforts tied to U.S. Department of Defense requirements, and performing detailed reconciliations using advanced Excel skills.

Role Responsibilities

Prepare priced project proposals and Government-required submissions
Provide compliance consultation by working with the Business and maintaining adherence
Apply and interpret US Department of Defense requirements including Federal Acquisition Regulations (FAR), Defense Federal Acquisition Regulations, and Cost Accounting Standards regulations to assess company compliance and recommend improvements when needed
Ensure the basis of estimate substantiation is compliant with the Truthful Cost or Pricing statute and the Estimating Business System requirements
Prepare pricing proposals for Forward Pricing Rate Proposals (FPRP) and contracts
Prepare and review CASB Disclosure Statement, support rate monitoring, and assess impacts from Cost Accounting Practice changes
Perform reconciliations to report incurred costs using advanced Excel skills
Work directly with customer representatives, including Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA)
Maintain and update policies and procedures

Required Qualifications

Experience submitting Forward Pricing Rate Proposals and/or Incurred Cost Submissions
FAR (Federal Acquisition Regulation) experience
Very strong Microsoft Excel skills, including the ability to complete tasks such as pivot tables and v-lookups when provided with a file
Strong capability in analysis
Common sense is emphasized
Education and experience aligned to one of the following:
- Associate degree in Accounting, Finance, or Business with 4+ years of financial experience, or
- Bachelor degree in Accounting, Finance, or Business with 2+ years of financial experience, or
- 6+ years of financial experience in lieu of a degree
Working knowledge of ERP systems
Familiarity with U.S. Government Federal Acquisition Regulations (FAR) and working knowledge of the customer-facing business unit proposal process
Ability to understand the financial impact of business decisions
Experience with Excel, Word, PowerPoint, SAP

Preferred Experience

Knowledge of SAP (plus)
Government contracting experience (plus)
PowerPoint experience (plus) for potential presentation needs

Tools and Technologies

Microsoft Excel (including Excel), Word, PowerPoint
SAP
ERP Systems

Compensation and Schedule

Pay: USD 35.00 - 45.00 per hour

Expected hours: 40.0 - 42.0 per week

Location and Work Type

Location: Indianapolis, IN (hybrid)
Work arrangement: In person
Job type: Contract

Benefits

401(k)

Why the Position Is Open

The role supports time-intensive analysis driven by strict DCAA (government audit agency) guidelines and new requirements. Additional work includes confirming pricing for building materials, analyzing whether prices are fair, and reviewing approximately 500 to 600 parts. The contract team expects the selected person to assist with other tasks as needed, with added contractor headcount to ensure sufficient coverage.

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1mo ago

Manager, Finance Performance Management

CVS Health Hartford, CT

Hartford, CT

1mo ago Closed

$60k - $146k/yr Full time Manager Analytical Skills Budget Management

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

Own financial performance management for Aetna Utilization Management programs, combining business case/value ownership, staffing modeling, analytics, and executive reporting to improve program effectiveness and ROI.

Key Responsibilities

Own business case and value for utilization management programs, incorporating program changes, evaluation impact, and ongoing value refinement
Lead and build task-based staffing models for utilization management programs
Connect staffing models to Aetna Clinical Solutions budgeting and forecasting activities
Develop performance review executive reporting that delivers a holistic, end-to-end view of program performance, including program ROIs
Establish program optimization framework, delivering insights that drive additional value and improve program effectiveness
Lead development and/or collaborate on analytical tools and dashboards with business partners to surface early outcomes and savings
Identify potential opportunities that support informed operational decision-making
Serve as the primary point of contact for performance management of UM programs
Drive knowledge sharing and collaboration on performance management processes across other functional areas

Requirements

Advanced Excel skills with demonstrated experience building custom analyses, models, and calculations for ad hoc business needs
Ability to synthesize data, apply relevant assumptions and drivers, and create solutions from the ground up (not primarily based on existing templates or recurring reporting)
Strong written and verbal communication skills
Strong technical, analytical, financial, and data manipulation and visualization capabilities
Ability to perform in a constantly evolving environment with competing priorities and deadlines
Ability to generate new ideas, think strategically, and creatively solve problems that are not well defined
Provide thoughtful leadership and collaboration with internal and external constituents

Required Qualifications

5+ years of analytical and/or Excel modeling related work experience
5+ years of proficiency in Excel and PowerPoint
Bachelor’s degree required or equivalent years of related experience

Preferred Qualifications

Programming experience with SAS, SQL, and Tableau
Advanced Excel skills with demonstrated experience building custom analyses, models, and calculations for ad hoc business needs
Ability to synthesize data, apply assumptions and drivers, and build solutions from the ground up

Skills & Tools

Excel
PowerPoint
SAS
SQL
Tableau

Compensation & Schedule

Location: Hartford, CT (onsite)
Pay range: USD 60,300 - 145,860 per year
Anticipated weekly hours: 40
Time type: Full time

Benefits

Comprehensive benefits package to support physical, emotional, and financial well-being of colleagues and their families
Medical, dental, and vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources, based on eligibility
Eligible for a CVS Health bonus, commission, or short-term incentive program in addition to the base pay range

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1mo ago

Patient Financial Specialist

Christus Health Santa Fe, NM

Santa Fe, NM

1mo ago Closed

Full time Financial Compliance Healthcare Billing Healthcare Finance

This position is no longer accepting applications (closed Oct 20, 2026).

Job Description

The Patient Financial Specialist supports the Revenue Cycle division by driving timely account resolution and accurate reconciliation of outstanding patient balances.

Responsibilities

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Performs Revenue Cycle activities to meet or exceed CHRISTUS Health key performance metrics.
Ensures departmental PFS quality and productivity standards are met.
Collects and provides patient and payor information to facilitate account resolution.
Maintains current working knowledge of Government Mandated Regulations for claim submission, including researching proper governmental requirements prior to submission.
Responds to account inquiries via written, verbal, or electronic communication.
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines for third-party payers.
Maintains working knowledge of all functions within the Revenue Cycle.
Provides professional, effective communication to internal and external customers to resolve outstanding account questions.
Maintains compliance with CHRISTUS Health, payer, and government regulations.
Applies knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines.
Documents patient accounting activity in the patient accounting host system or other PFS systems per policy and procedures.
Provides continuous updates to the PFS Leadership Team on errors, issues, and trends impacting productivity, reimbursement, payment delays, and/or patient experience.
Reviews and works claim edits.
Works payor rejected claims for resubmission.
Works reports and billing requests, applying strong knowledge of bill forms and filing requirements.
Demonstrates understanding of electronic claims editing and submission capabilities.
Corrects claims in RTP status in the designated claim system per Medicare guidelines.
Stays current on governmental agency requirements and updates.
Collects balances due from payors to ensure proper reimbursement for services.
Identifies and forwards proper account denial information to the designated departmental liaison to support denial resolution and timely turnaround.
Works the collector queue daily using appropriate collection systems and reports.
Identifies and resolves underpayments and credit balances using follow-up activities within payor timely guidelines.
Identifies and communicates trends impacting account resolution.
Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed.
Maintains working knowledge of the CMS 838 credit balance report.
Serves as a liaison between external vendors and Revenue Cycle departments, monitoring vendor activity and ensuring accounts placed for collection are received and acknowledged.
Manages account transfers between CHRISTUS Health and contracted vendors.
Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review selected accounts prior to transfer and placement with an external third party.
Ensures vendor-closed or uncollectible accounts are properly reflected in applicable AR systems.
Maintains department reports measuring agency performance, including placements, collections, returns, and performance metrics.
Advises vendors on CHRISTUS Health billing and collection procedures and ensures third-party coverage accounts are billed as requested by the vendor.
Audits vendor remittances and verifies fees billed to CHRISTUS Health align with the contract and include supporting documentation for payments posted to patient accounting systems.
Recalls incorrectly placed accounts as requested by Revenue Cycle Managers and returns accounts to open receivables when appropriate.
Creates tools, reports, or documentation to help Revenue Cycle Leadership understand, manage, and measure vendor performance and prioritize relationships.
Performs account reconciliation between the CHRISTUS Health system and vendor system.

Requirements

HS Diploma or equivalent experience required.
Post-HS education preferred.
1-3 years of experience preferred.
Experience in a multi-facility hospital business office environment preferred.
College education, previous insurance company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience.
Experience with UB-04 and HCFA 1500 inpatient and outpatient billing requirements preferred.
Experience with Medicare & Medicaid billing processes and regulations preferred.
Understanding of Medicare language preferred.
Knowledge locating and referencing CMS and/or Medicare regulations preferred.
None required.