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4mo ago

Financial Services Representative

Tiona Petrouske - State Farm Agent Green Bay, WI

Green Bay, WI

4mo ago Closed

$50k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

The Financial Services Representative operates onsite in Green Bay, Wisconsin within a State Farm agent office. The role focuses on promoting investment products, educating clients about financial options, assisting with portfolio management, and maintaining regulatory compliance. The position offers a salary range of USD 50,000 to 150,000 per year and requires at least three years of experience in financial services.

Location and Compensation

Location: Green Bay, WI (onsite). Salary: USD 50,000 - 150,000 per year.

Responsibilities

Advise clients on financial planning and investment options.
Support clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Uphold compliance with financial regulations.

Requirements

Minimum of 3 years of experience in financial services.
Strong analytical and communication skills.
FINRA Series 6, 63, and 65 licenses preferred.

Benefits

401(k) matching
Performance-based bonus
Competitive salary
Paid time off

Role Description

Within the Tiona Petrouske - State Farm Agent team, the Financial Services Representative markets investment products designed to address everyday risk and informs clients about financial options. A solid knowledge of financial products supports a consultative, sales-minded approach to client education. Strong analytical capabilities position the role as a valuable resource to clients and a competitive asset to the agency.

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4mo ago

Financial Services Representative

Beth Moloughney - State Farm Agent Stroudsburg, PA

Stroudsburg, PA

4mo ago Closed

$50k+/yr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Beth Moloughney - State Farm Agent in Stroudsburg, PA is seeking a Financial Services Representative to educate clients on financial options and promote a range of financial products through a consultative, sales-minded approach. This on-site position blends analytical precision with a strong commitment to regulatory compliance as you help clients plan for their financial futures while contributing to agency growth. The role offers an annual salary of USD 50,000.

Responsibilities

Provide financial planning guidance and discuss investment options with clients.
Assist clients with portfolio management and asset allocation decisions.
Conduct financial reviews and recommend suitable products aligned with client needs.
Ensure continued adherence to applicable financial regulations and compliance standards.

Requirements

Minimum of three years of experience in financial services.
Strong analytical abilities and effective communication skills.
FINRA Series 6, 63 and 65 licenses are required.

Benefits

Company-sponsored events and celebrations
Opportunity for advancement within the agency
Paid time off
Training and development programs
Wellness resources

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4mo ago

Director of Finance

Deep End Talent Strategies Zionsville, IN

Zionsville, IN

4mo ago Closed

$73k - $78k/yr Full time Finance Director Senior Accounting

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Director of Finance for Hussey-Mayfield Memorial Public Library, onsite in Zionsville, IN, overseeing financial operations, budgeting, reporting, and controls.

Job Details

Location: Zionsville, IN (onsite)
Salary: USD 73,000 - 78,000 per year
Education: Bachelor's in Accounting
Experience: Minimum 6 years in a finance role

Responsibilities

Oversees the income, expenses, and overall financial health of the Library.
Reviews, monitors, and maintains all financial data in the accounting software, including:
- Issuing checks for accounts payable
- Posting journal entries for payroll
- Recording cash receipts
Reconciles all bank statements and manages transfers between Library accounts.
Maintains all financial records in compliance with Indiana State Board of Accounts regulations and audit standards.
Prepares accurate and timely financial reports and statements for the Executive Director and Board of Trustees.
Develops and monitors the annual budget in collaboration with the Executive Director.
Provides financial projections and analysis to inform budgeting and strategic decisions.
Prepares and files all required governmental and regulatory financial reports.
Verifies outputs of payroll registers and tax reports for accuracy.
Supervises the Bookkeeper and procurement functions.
Develops procedures and ensures internal controls for financial operations.
Ensures compliance with all applicable accounting standards, policies, and regulations.
Prepares the Annual Financial Report (AFR) and submits through Gateway.
Develops and implements a purchase order system for the Library.
Works with the Library Leasing Corporation to provide annual financial documentation.
Collaborates with the Board Treasurer to monitor and manage investment activities.
Oversees all bond-related activities, including repayment, refunding, and new bond issuance, ensuring full compliance.
Assists with facility-related budgeting and financial planning.

Requirements

Bachelor's degree in Accounting
Minimum six years of relevant, professional experience in a finance field
Proficiency with Windows-based systems and electronic bookkeeping programs

Technologies

Blackbaud Financial Edge
Gateway

Benefits

24 days of paid time off
10 paid holidays and 1 floating holiday
Medical, dental, vision, and life insurance
NICE wellness program
Paid parental bonding leave
Two retirement plan options
Health Savings Account and Flexible Savings Account
Employee Assistance Program
Short-term and long-term disability

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4mo ago

Chief Financial Officer

Seahaven LLC Panama City Beach, FL

Panama City Beach, FL

4mo ago Closed

$140k - $180k/yr Full time Accounting Budgeting CFO

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Seahaven LLC seeks a seasoned Chief Financial Officer to steer financial strategy, long-term planning, risk management, and the finance function across its family-owned hospitality and tourism portfolio in Panama City Beach.

Location: Panama City Beach, FL (onsite) • Salary: USD 140,000 - 180,000 per year

Responsibilities

Act as the primary financial advisor to ownership, delivering strategic guidance to support growth goals and business objectives
Lead the creation of annual budgets, multi-year forecasts, and long-range financial plans across all operating units
Evaluate and back investment opportunities, capital projects, acquisitions, and new venture assessments
Define and monitor key financial performance indicators (KPIs) with regular reporting to leadership
Oversee all accounting functions including accounts payable/receivable, payroll, general ledger, and month-end and year-end closes
Ensure timely preparation of financial statements in accordance with Tax Basis of Accounting
Manage relationships with external tax advisors, banks, and regulatory agencies
Ensure full compliance with federal, state, and local tax requirements and reporting obligations
Maintain and enhance internal controls and financial policies to safeguard company assets
Leverage Sage Accounting Software to manage financial data, streamline reporting, and optimize system usage across properties
Develop and maintain advanced Excel-based financial models utilizing pivot tables for performance analysis, variance reporting, and scenario planning
Drive continuous improvement in financial systems, processes, and reporting capabilities
Lead, mentor, and develop the finance and accounting team, fostering accuracy and accountability
Partner with department heads across operations, sales, and HR to provide financial insights that drive decision-making
Support ownership on banking relationships, financing arrangements, and debt management

Requirements

Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred
Minimum 10 years of progressive financial leadership experience, including at least 5 years in a senior finance role
Demonstrated experience in the hospitality, tourism, or related service industry
Proficiency in Sage Accounting Software — hands-on experience required
Advanced Microsoft Excel skills, including extensive use of pivot tables for financial analysis and reporting
Proven track record of financial planning, budgeting, and forecasting in a multi-entity or multi-property environment
Strong knowledge of taxation, financial reporting, and regulatory compliance
Experience working with family-owned or closely held businesses preferred

Technologies

Sage Accounting Software
Microsoft Excel

Benefits

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Paid holidays
Travel and hospitality perks

How to apply

Qualified candidates are invited to submit a resume and cover letter detailing relevant experience, including examples of work with Sage Accounting Software and Excel pivot tables. Please direct all inquiries and applications to our Human Resources department. We are an equal opportunity employer and welcome candidates from all backgrounds.

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4mo ago

AI Finance Specialist

David Alan Hospitality Group Berlin, CT

Berlin, CT

4mo ago Closed

$52k - $92k/yr Full time Accounting AI Enablement Data Analysis

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

The AI Finance Specialist will join David Alan Hospitality Group in Berlin, CT, operating in a hybrid office setup to drive AI-enabled finance operations, data orchestration, and cash flow forecasting. The role supports profit protection and multi-state growth within a hospitality-focused business.

Responsibilities

AI Orchestration: Leverage large language models and automation to handle approximately 80 percent of data entry, vendor communication, and reporting tasks.
Profit Guarding: Employ MarginEdge AI to detect price spikes across markets in real time.
The Hard Close: Own the 10 day close process, ensuring books remain audit-ready at all times.
Multi-State Mastery: Manage financial nuances of operating in multiple states, including sales tax, nexus, and payroll considerations.
Predictive Analysis: Develop AI-enhanced cash flow forecasts to inform expansion strategy.

Compensation

Salary: USD 52,000 - 92,000 per year.

Requirements

3+ years in finance or accounting
Experience using AI plugins and Python-style logic to manipulate data
Systems thinking with the ability to automate manual tasks
Ability to translate complex P&L statements into a 3-bullet executive summary for the CEO

Technologies

QuickBooks Online
MarginEdge
Total Party Planner
Monday.com
Zapier
ChatGPT Plus
Gemini Advanced
Base44
Reach
Paychex
Python

Benefits

Growth: The company is scaling aggressively, and your role and compensation will grow as revenue milestones are achieved.
Innovation: A culture that questions traditional approaches and provides tools to stay at the forefront of technology.
Impact: You will serve as a key architect of the company’s financial future, not a replaceable cog.

The Mission

As our AI Finance Specialist, you will be the right hand to the Director of Finance & Admin. You will own the financial data stream, using a cutting-edge tech stack to identify profit leaks before they occur. The objective is to automate routine tasks so you can concentrate on strategic initiatives.

Your Digital Toolbox

Accounting: QuickBooks Online (Advanced)
Ops: MarginEdge (Invoice and Inventory AI) & Total Party Planner (Catering CRM)
Automation: Monday, Zapier, ChatGPT Plus, Gemini Advanced, Base44, Reach, and others
Payroll: Paychex (Multi-state)

What You'll Do

AI Orchestration: Use LLMs and automation tools to handle 80% of data entry, vendor communication, and reporting.
Profit Guarding: Use MarginEdge AI to flag price spikes across markets in real time.
The Hard Close: Own the 10-day close process, ensuring books are audit-ready at all times.
Multi-State Mastery: Manage the financial nuances of operating in multiple states (Sales tax, Nexus, and Payroll).
Predictive Analysis: Build AI-enhanced cash flow forecasts to guide expansion strategy.

Who You Are

A Tech Native: You leverage AI plugins and Python-like logic to manipulate data beyond Excel alone.
A Systems Thinker: You see manual tasks and immediately consider automation opportunities.
A Communicator: You can distill a complex P&L into a concise 3-bullet executive summary for the CEO.
An Experienced Professional: 3+ years in finance or accounting; hospitality experience is a plus, with AI literacy as the priority.

Why Join DAHG?

Growth: The organization is expanding, and your role and compensation will evolve with revenue milestones.
Innovation: A commitment to cutting-edge tools and practices to stay ahead in the industry.
Impact: Play a pivotal role in shaping the company’s financial trajectory.

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4mo ago

Finance and HR Administrator

Grace Lutheran Church Andover, MN

Andover, MN

4mo ago Closed

$25 - $35/hr Full time Accounting Budgeting Church Management

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Onsite in Andover, Minnesota, this role provides a stable, locally focused opportunity to manage both finance and human resources for Grace Lutheran Church. You will oversee finance, payroll, office administration, and risk management under the guidance of the Senior Pastor, with a competitive hourly rate of $25 to $35. This position supports a mission-driven organization that values clear processes, stewardship, and collaborative leadership.

Benefits

Paid sick time
Paid time off
Paid training

Responsibilities

Prepare and monitor financial reports, budgets, and pledge tracking while maintaining nonprofit GAAP practices for church finances.
Supervise the Bookkeeper responsible for accounts payable and accounts receivable.
Lead the annual audit with the treasurer to ensure accuracy and prudent stewardship of church funds.
Partner with the Senior Pastor to develop and present an annual budget for Vision Board and congregational approval.
Advise the Senior Pastor on business and administrative matters affecting the church.
Produce monthly financial and administrator reports for Vision Board, Senior Pastor, program staff, Seeds of Grace committees, and related boards.
Represent the church in financial, business, and legal transactions as approved by the Vision Board.
Oversee the filing of the Parochial Report in coordination with the Administrative Assistant.
Manage investments, banking, billing, contracts, loan administration, and payment procedures.
Review insurance policies annually to ensure adequate coverage and implement risk management measures, including background checks for all employees and volunteers.
Manage business contracts with the Facilities Manager and ensure timely renewals and updated certificates of insurance.
Keep database systems current and aligned with the church’s size, financial and operational needs.
Assist CYF Director with youth fundraising, event payments, scholarship applications, and invoicing families as needed.
Draft or update policies and procedures as part of ongoing governance.
Lead quarterly finance meetings with the finance committee.
Report contribution statements to donors on an annual and semi-annual basis.
Support recruiting, hiring, training, motivating, evaluating, and terminating staff.
Serve as a resource on personnel matters including benefits, compensation, contracts, salary plans, workers’ compensation, and wage and labor issues.
Process staff background checks and coordinate checks for volunteers, maintaining confidentiality.
Supervise Administrative Support Staff, including the Administrative Assistant and Bookkeeper.
Regularly review the employee handbook and HR policies, proposing improvements to the Personnel Team.
Ensure written procedures are documented and followed by staff.
Attend Personnel Team meetings as requested.
Meet with the Senior Pastor and Associate Pastor on a regular basis to provide administrative updates.
Participate in internal and external meetings as needed and serve on committees, with occasional evening work.
Engage with community peer network group meetings and events.
Perform other duties as assigned within the scope of the role.

Requirements

Committed to Jesus Christ with a personal lifestyle that reflects faith and a welcoming demeanor.
Bachelor’s degree in Business Administration, Accounting, or a related field, plus two years of relevant work experience; supervision experience preferred.
Aptitude for computers and office equipment and familiarity with standard software and systems.
Agreement with Grace Lutheran Church’s Mission, Vision, and Values.
Understanding of generally accepted accounting practices and nonprofit financial reporting; ability to oversee church financial reporting.
Knowledge of payroll and benefits administration, current employment laws, and OSHA regulations.
Flexibility and strong communication skills, with the ability to work with diverse people in various settings.
High organizational ability, accuracy, independence, and proven problem-solving and decision-making capabilities.
Appreciation for teamwork and individual performance, with the ability to provide clear direction and support for operational goals.

Experience

Financial/HR: 2 years (Required)

Other

Meets with the Senior Pastor and Associate Pastor regularly to update on administrative issues.
Participates in internal and external meetings as needed and serves on committees, including occasional evening work.
Engages in community peer network group meetings and events.
Performs other duties as assigned within scope and role responsibilities.

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4mo ago

Financial Advisor

Northwestern Mutual Weymouth, MA

Weymouth, MA

4mo ago Closed

$97k - $110k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Northwestern Mutual offers a stable, client‑focused environment with hybrid work options and a comprehensive benefits package. This Financial Advisor role in Weymouth, MA (hybrid) provides a competitive salary of $97,000 to $110,000 per year, along with a robust benefits suite including 401(k), health, dental, and vision insurance, life insurance, a retirement plan, and a flexible schedule. The position centers on delivering trusted financial guidance to clients, assessing their needs, and designing solid financial strategies while serving as a key liaison between clients and the company.

Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

Requirements

Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
Track record of successful financial guidance
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
BS degree in Finance or related field