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183 jobs found

Today

Business Development Representative - Financial Sales

Shamrock Trading Corporation Philadelphia, PA

Philadelphia, PA

Today

Full time Marketing Account Management Application Support

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Job Description

Shamrock Trading Corporation is hiring an entry-level Business Development Representative to support and manage new and existing accounts for RTS. This Philadelphia-based role works alongside the sales organization to drive onboarding, strengthen client relationships, and uncover sales growth opportunities through thoughtful account analysis and negotiation.

What you’ll do

Partner with sales teams to set up new business and support successful onboarding for clients
Build and maintain long-lasting customer relationships through clear, timely communication
Review existing client accounts to identify upsell and cross-sell opportunities that support sales growth
Negotiate spreads to help maximize profitability on all business
Coordinate timely delivery of requests and solutions aligned to client needs and objectives
Provide clear and timely status updates on all client relationships
Participate in strategic planning, including corporate positioning, competitive analysis, and customer segment selection and penetration plans
Assist in product marketing efforts, such as product launch management, new business development, presentations, sales tools, and competitive analysis
Continually refine processes to stay aligned with customer needs in relevant industries
Track metrics for programs and activities
Perform other duties as assigned

What you bring

Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience
Excellent computer skills, including Salesforce and the Microsoft Office Suite
Ability to multi-task and perform in a fast-paced environment
Critical thinking and negotiation skills
Strong interpersonal communication skills in both written and verbal formats

Technology

Salesforce
Microsoft Office Suite

Benefits

Unlimited Earnings: uncapped commission, competitive base salary, and ongoing opportunities to advance your career
Training and Development: industry-leading training programs, including a Freight Immersion Training (FIT) Program for sales employees entering the transportation industry
Medical: fully paid healthcare, dental, and vision premiums for employees and eligible dependents, plus gym benefits
Financial: generous company 401(k) contributions, employee stock ownership after one year, and free resources to support long-term financial security
Recognition and Awards: sales incentives, quarterly employee awards, and opportunities to recognize individual and team success
Work-Life Balance: competitive PTO, fully paid time off for holidays, and opportunities to volunteer in the community

Onsite attendance

Regular onsite attendance is an essential function of this position. The role requires direct collaboration with cross-functional teams, real-time problem-solving, and timely responses to customer and operational needs. As a customer-facing role, onsite presence supports efficient communication with colleagues and subject matter experts, helping enable effective service delivery and faster resolution of customer inquiries and issues. The role also includes participation in team meetings, operational processes, and occasional onsite trainings tied to customer service objectives.

What will put you ahead

Desire to work in a competitive sales and team environment
Attention to detail and a goal-driven mindset
Passion to learn and build relationships
Self-motivated approach with confidence to seek guidance and direction as needed
Bilingual skills

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Today

Senior Specialist, Financial Planning & Analysis

SHRM Alexandria, VA

Alexandria, VA

Today

$85k - $100k/yr Full time Marketing Senior Accounting

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Job Description

Senior Specialist, Financial Planning & Analysis role in Alexandria, VA (hybrid) supporting SHRM’s budgeting, forecasting, reporting, and financial analysis.

Responsibilities

Own assigned components of the annual budget, monthly forecast, and long-range planning cycles; ensure accuracy, consistency, and on-time completion.
Produce monthly variance analyses versus budget, forecast, and prior year; communicate key drivers, risks, opportunities, and recommended next steps.
Collaborate with department and business leaders to build budgets and forecasts aligned to business trends, operational initiatives, resource needs, and strategic priorities.
Deliver proactive financial guidance by challenging assumptions to strengthen forecast quality, financial discipline, and business outcomes.
Analyze revenue, expense, and operational trends; surface emerging risks and opportunities and provide action-oriented recommendations.
Develop, maintain, and enhance financial models, dashboards, and management reporting to support forecasting, scenario planning, and strategic decisions.
Act as an advanced user of Workday Adaptive Planning, supporting system administration, reporting, data integrity, process improvements, and ongoing enhancements.
Run cost-benefit analyses, scenario models, business case evaluations, and complex ad hoc financial analyses.
Partner with Accounting during the monthly close, including accruals, reclassifications, financial reporting, and resolution of data or account issues.
Create executive-ready financial reports, presentations, and supporting analyses for leadership meetings.
Review deliverables for completeness and accuracy; provide guidance to less-experienced team members as needed.
Lead or support cross-functional projects and process improvements, plus other duties as assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or related field (preferred) or relevant equivalent experience in lieu of degree.
5+ years in FP&A, Finance, Accounting, or related analytical roles.
Proven ability to independently manage financial analyses, budgeting, forecasting, financial reporting, and variance analysis.
Experience partnering directly with business leaders and communicating financial insights to management.
Hands-on experience with financial planning systems such as Workday Adaptive Planning (strongly preferred).
Experience with NetSuite or a similar ERP system (preferred).
Preferred experience in for-profit organizations or associations.
Strong analytical capability to interpret financial statements, operational data, and complex datasets.
Strong understanding of budgeting, forecasting, accounting concepts, financial modeling, and management reporting.
Expertise using Workday Adaptive Planning for budgeting, forecasting, reporting, and financial modeling.
Advanced Microsoft Excel skills (complex formulas, pivot tables, data analysis, and financial model development) plus strong proficiency in PowerPoint and Word.
Ability to synthesize complex information and communicate concise, decision-oriented insights to financial and non-financial stakeholders.
Excellent judgment, problem-solving, interpersonal, presentation, and written and verbal communication skills.
Ability to manage multiple priorities, work independently, and meet tight deadlines in a changing environment.
Ability to build productive cross-functional relationships, influence without direct authority, and develop consensus across teams and management levels.
High accuracy, ownership, initiative, discretion, integrity, and commitment to customer service.
Ability to leverage artificial intelligence (AI) tools and technologies to streamline workflows and enhance productivity and work quality.

Skills & Tools

Workday Adaptive Planning
NetSuite
Microsoft Excel
PowerPoint
Word
ERP
AI tools and technologies

Benefits

Professional growth and development
Health
Dental
Vision
Well-being
Health savings
Flexible spending
Retirement
Open leave
Annual discretionary bonus and incentives

Work Environment

Hybrid schedule: 3 days in-office / 2 days remote
In-office days: Tuesday through Thursday
Remote days: Monday and Friday
Available during standard business hours with core hours between 8:00–9:00 a.m. and 5:00–6:00 p.m. local time

Travel

Occasional: 0–10%

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer
Frequent use of hands and fingers for typing, handling documents, and using office equipment
Occasional standing, walking, bending, and reaching
Ability to lift and carry up to 30 pounds as needed
Clear verbal and written communication skills for effective interaction with colleagues and stakeholders

Location: Alexandria, VA (hybrid) | Compensation: USD 85,000 to 100,000 per year

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2d ago

Commercial & Residential Lending Broker Assistant | Marketing & Finance

L3 Home Lending Louisville, KY

Louisville, KY

2d ago

$15 - $25/hr Part time Marketing Business Development Coordinator

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Job Description

L3 Home Lending seeks an entry-level Commercial & Residential Lending Broker Assistant to support mortgage and commercial or business lending workflows while assisting with marketing, lead tracking, and client coordination. This part-time onsite role in Louisville, KY provides exposure to both residential and commercial lending processes.

Role Overview

The Commercial & Residential Lending, Marketing & Finance Associate will help manage administrative tasks and client communications across lending activities. The position includes assisting with loan file preparation and transaction coordination, monitoring loan pipelines, and maintaining CRM records. The role also supports lead management and marketing activities.

Key Responsibilities

Communicate with clients, Realtors, builders, title companies, insurance agents, attorneys, and lending partners.
Gather and organize documentation for residential and commercial loan applications.
Assist with loan file preparation, condition collection, and transaction coordination.
Monitor loan pipelines and provide timely updates to clients and referral partners.
Track leads, maintain CRM records, and support business development efforts.
Assist with social media, email marketing, marketing materials, and company events.
Coordinate client follow-up, thank-you cards, closing gifts, and post-closing outreach.
Schedule appointments, manage calendars, and provide administrative support as needed.
Support daily office operations while delivering an exceptional client experience.

Requirements

Exceptional attention to detail.
Self-motivated with the ability to work independently.
Positive attitude and strong work ethic.
Highly organized and able to manage multiple priorities.
Strong communication and interpersonal skills.
Problem-solving mindset with the ability to take initiative.
Ability to multitask efficiently while maintaining accuracy.
Desire to learn the residential mortgage and commercial lending industries.
Passion for serving clients and creating an outstanding customer experience.

Technology

Benefits

Exposure to residential mortgage lending.
Exposure to commercial real estate and business lending.
Hands-on experience in finance, real estate, sales, marketing, and business development.
Training on CRM systems, lead management, and client relationship management.
Direct mentorship from experienced lending professionals.
Opportunity for career growth within a growing company.

Schedule and Location

Location: Louisville, KY (onsite)
Work type: In person
Schedule: Flexible schedule available
Workdays: Monday, Tuesday, Wednesday, Thursday, Friday
Hours: Flexible based on candidate availability and business needs
Typical start time: Flexible (9AM)
Typical end time: Flexible (5PM)

Compensation

Job type: Part-time
Pay: $15.00 - $25.00 per hour

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3d ago

Sr. Finance Analyst, Channel Operations

Vantor Inc. Westminster, CO

Westminster, CO

3d ago

$98k - $165k/yr Full time Marketing Analytical Skills Application Support

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Job Description

Vantor Inc. is hiring a Senior Finance Analyst, Channel Operations in Westminster, CO (onsite). In this role, you will evaluate channel deals, support approvals, and translate channel performance into clear, decision-ready insights through trusted modeling and reporting.

Key Responsibilities

Evaluate channel deals and provide financial analysis to support decisions.
Support deal approvals and contribute to the review process with sound recommendations.
Explain channel performance using financial and operational insights.
Build trusted data models to support analysis and channel reporting.
Use AI-enabled tools to improve analysis and strengthen modeling workflows.
Understand how the channel operates and where operational friction can occur.
Identify and help reduce operational friction affecting channel execution and outcomes.
Create useful reporting and improve data and reporting workflows.
Partner across teams to align financial analysis with operational needs.

Required Qualifications

5+ years of experience in finance, FP&A, deal analysis, channel finance, sales operations, or a related analytical role.
Strong financial modeling skills and a track record of using data to evaluate business decisions and influence outcomes.
Understanding of deal structures, including how terms, incentives, pricing, volume, timing, and assumptions affect financial returns and risk.
Experience reviewing deals and supporting approval processes, with judgment on whether to recommend approval, request changes, or escalate for review.
Knowledge of how channel functions work, including partner and internal team relationships, operational processes, and performance measures.
Experience building, maintaining, or improving data models, including combining data from multiple sources and defining business logic.
Practical experience using AI-enabled tools in data analysis or modeling, including the ability to test, validate, and explain AI-generated outputs before use.
Strong understanding of financial and accounting fundamentals, including revenue, costs, margins, and forecasting.
Confidence working with large or complex datasets and investigating data quality issues.
Advanced Excel skills and experience with business intelligence, data visualization, or analytical tools, including experience with SQL or comparable querying tools.
Experience with Salesforce.
Ability to explain analytical findings clearly to both technical and nontechnical audiences.
Strong judgment, curiosity, attention to detail, and initiative to move from an open-ended question through recommendation and follow-through.
A bachelor’s degree in finance, accounting, business, economics, analytics, or a related field, or equivalent relevant experience.

Technologies

AI-enabled tools
Excel
SQL
Salesforce

Benefits

Robust 401(k) with company match
Mental health resources
Student loan repayment assistance
Adoption reimbursement
Pet insurance

Eligibility and Compliance

To be eligible, you must be a U.S. Person (a U.S. citizen, permanent resident, asylee, or refugee).
Certain roles may be subject to U.S. export control laws, requiring U.S. Person status under 8 U.S.C. 1324b(a)(3).

What Success Looks Like

Leaders have a clearer, more reliable view of channel and deal performance.
Deal reviews are consistent, timely, and grounded in sound financial analysis.
Models and reporting are trusted, recommendations support better decision-making, and channel performance improves measurably.
AI and automation are used thoughtfully to make analysis faster, more consistent, and more useful.

Compensation and Pay Transparency

Salary range: USD 98,000 - 165,000 per year.

Starting pay within the range is based on factors such as experience, qualifications, skills, location, and market conditions.
Candidates meeting the minimum requirements should not expect compensation at the top of the range.
Final offers are determined based on candidate experience, expertise, and alignment with the role.
Colorado base pay: $98,000.00 - $130,000.00 - $143,000.00 annually.
New Jersey base pay: $98,000.00 - $130,000.00 - $143,000.00 annually.
Delaware base pay: $98,000.00 - $130,000.00 - $143,000.00 annually.
Washington, DC metropolitan area base pay: $107,000.00 - $143,000.00 - $157,300.00 annually.
California base pay: $113,000.00 - $150,000.00 - $165,000.00 annually.
For other states, geographic cost of labor is used to develop market-driven ranges.

Incentive eligibility: Incentive eligible with a target based on contribution, company performance, and/or individual results. The specific plan and target amount will be determined based on the role.

Application Details

The application window is three days from the date the job is posted and remains open until a qualified candidate is identified.
If reposted, it will remain posted for three days from the repost date and continue until a qualified candidate is identified.
To apply, submit your application via Vantor's Career page.

EEO Policy

Vantor is an equal opportunity employer committed to an inclusive workplace.

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3d ago

Student Systems Finance Developer/Programmer

Covista Lisle, IL

Lisle, IL

3d ago

$65k - $100k/yr Full time Marketing .NET Application Support

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Job Description

Covista is hiring a Student Systems Finance Developer/Programmer to build and improve student finance systems that support accurate, timely reporting and analytics. In this hybrid role in Lisle, IL, you will work at the bridge between business teams and technology teams, translating needs into scalable, user-friendly applications.

This position focuses on system enhancements, application support, and data/reporting initiatives, with an emphasis on ensuring consistent data standards across business units and collaborating effectively during project execution.

Key Responsibilities

Serve as an IT interface for business teams and help translate requirements into solutions.
Develop requirements and specifications for enhancements to existing applications.
Participate in project teams for defining, developing, acquiring, and implementing new software applications.
Maintain a standard level of user documentation.
Support user acceptance test planning and certify test results.
Review proposed technology initiatives created within business units.
Help ensure initiative business cases align with the division’s strategic plan and assist with return on investment documentation.
Support business operations in using information systems to improve efficiency.
Work with external vendors and internal users during development and implementation, including issue resolution, capturing additional requirements, adhering to SDLC gates, and identifying and managing risk.
Manage competing deliverables to meet business commitments and monitor and report ongoing project status.
Support team data and reporting initiatives and help uphold consistent data standards and practices across business units.
Partner with system developers to translate business requirements into scalable, user-friendly applications.
Complete other duties as assigned.

Required Qualifications

Bachelor’s Degree in Computer Science or related field, or equivalent industry experience.
2+ years of experience in IT/Software Development business analysis.
SQL writing/coding experience with GCP usage.
Strong experience modifying and supporting custom .NET desktop applications (WinForms and WPF) built with C# and VB.NET, including development against SQL Server databases.
Experience with higher education.
Experience with CRM tools, including Salesforce.com and/or RightNow, plus knowledge and exposure to SDLC.

Technologies

SQL, GCP, .NET, WinForms, WPF, C#, VB.NET, SQL Server
Salesforce.com, RightNow
SDLC

Compensation and Location

Location: Lisle, IL (hybrid)
Salary range: USD 65,000 to 100,000 per year

Benefits

Health, dental, vision, life and disability insurance
401k retirement program with 6% employer match
Flexible Time Off (FTO) policy participation
12 paid holidays

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6d ago

Finance Officer

BrightSpark Early Learning Services Renton, WA

Renton, WA

6d ago

$155k - $202k/yr Full time Marketing Accounting Accounting Software

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Job Description

Finance Officer role focused on overseeing financial reporting, budgeting, forecasting, analysis, and compliance for a grant-funded nonprofit.

Responsibilities

Manage and oversee financial operations, including accounting, budgeting, forecasting, and financial analysis
Ensure financial records are accurate and complete across systems, including general ledger, accounts payable, accounts receivable, payroll, and other financial systems
Prepare and present financial reports to leadership and the Board of Directors, including analysis and recommendations
Partner with leadership and the Board to develop, implement, and maintain financial policies and procedures aligned with the organization’s mission, values, and strategic goals
Develop and oversee the annual budgeting process, working with leaders to create realistic, achievable budgets
Monitor actual results versus budget and provide regular updates and analysis to leadership and the Board
Develop and maintain financial forecasting strategies to support long-term planning and decision-making
Lead grant-related finance activities, including grant applications, reporting, and compliance
Collaborate with program managers to ensure accurate budgeting for grant-funded projects
Prepare and submit required financial reports to regulatory bodies and funding agencies
Ensure compliance with all local, state, and federal financial reporting and regulatory requirements, including tax filings, audits, and other reporting
Facilitate and coordinate audits, address audit findings, and implement corrective actions as needed
Manage relationships with external partners including banks, auditors, and other financial service providers
Work closely with the Executive Team and organizational leadership to develop and implement strategic plans supporting the mission and vision
Provide leadership and mentorship to the finance team, fostering continuous improvement and professional development
Report organizational financial performance to the Board, including regular updates on financial risks and opportunities
Lead the Finance Committee, collaborating with committee members to provide strategic financial guidance
Represent the organization at internal and external events and meetings by providing financial guidance and support as needed
Lead and develop the finance function using an anti-racism lens and partner closely with the Executive Team and Board of Directors

Requirements

Bachelor’s degree in finance, Accounting, or a related field
At least 10 years of leadership experience managing finance and accounting systems; preferred in non-profit or government settings
Proven leadership experience in financial management, preferably in a non-profit environment
Demonstrated ability as a team builder, coach, and mentor, with fundamental respect for the dignity of others and the ability to work collegially
Strong knowledge of accounting principles and financial regulations, including federal, state, and local government
Excellent organizational and analytical skills
Proficiency with financial software and Microsoft Excel; current finance software: Net-Suite
Familiarity with government contracts and grants (preferred, not required)
Master’s degree in finance, accounting, or business
Certified Public Accounting (CPA) license
Demonstrated commitment to Anti-Racism, valuing diverse perspectives and encouraging contributions
“Business literate” with the ability to interpret financial reports, use data to evaluate effectiveness and efficiency, and make fiscally responsible recommendations and decisions
Politically astute and tactful; attentive to perspectives and competing interests of internal and external stakeholders
Excellent communication skills in writing and speaking, including presenting financial data clearly to multiple groups and stakeholders
Demonstrated ability to coach, guide, and manage employees and managers in conflict and issue resolution
High-energy, creative problem solver with extensive ability leading people and projects in a rapidly growing organization

Technologies

Microsoft Excel
Net-Suite

Benefits

Employer-paid top-tier medical, dental, and vision insurance plans for employees
21 days PTO per year plus 11 paid holidays
3 paid floating holidays
Birthday holiday
One week-long office closure at year-end
Refresh Fridays in July (BrightSpark Early Learning Services Closure Days)
Flexible work environment
Employer-paid life insurance
Short-term disability/illness leave accrual
401k with 3% employer match

Work Location and Schedule

Location: Renton, WA (onsite)
Work model: Hybrid position required to be in the office on average 2-3 days
Training, meetings, events, or other commitments may be required at various BrightSpark Early Learning Services office locations or off-site locations in Washington State, including New Employee Orientation in Renton
FLSA status: Exempt
Reporting to: Executive Officer
Schedule: Full-time salaried position requiring work during business hours, Monday through Friday from 8:30 am–5 pm, with willingness to work some evenings and weekends

Salary Range

USD 155,058 - 201,576 per year

Equal Opportunity

Equal-opportunity employer valuing diversity among staff
Strongly encourages applications from people of color, immigrants and refugees, people from the LGBTQ community, people with disabilities, and people from other historically marginalized groups

BrightSpark Early Learning Services is a grant-funded nonprofit organization; employment for this position is contingent on grant funding being in place and can end based on expiration of funding.

To learn more about BrightSpark Early Learning Services, visit www.BrightSpark.org.

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25d ago

Senior Analyst, Finance & Reporting

Vaco LLC New York, NY

New York, NY

25d ago

$125k - $150k/yr Full time Marketing Senior Accounting

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Job Description

Support finance and accounting reporting for a financial services organization, combining close and audit support with data analysis and reporting process improvement.

Responsibilities

Coordinate internal and external financial reporting, including recurring reporting packages and ad hoc analysis
Assist with close activities, variance analysis, and quarter-end and year-end reporting
Provide audit support through documentation and reporting deliverables
Reconcile and explain complex data sets spanning multiple sources
Build and enhance reports, dashboards, and data outputs using Excel, SQL, Tableau, Power BI, or similar tools
Spot opportunities to improve data quality, strengthen controls, automate manual work, and streamline reporting processes
Contribute to initiatives related to reporting, systems, data governance, and finance process improvement
Partner with teams across finance, accounting, audit, and technology to support reporting needs

Requirements

3+ years of experience in accounting, financial reporting, SEC or regulatory reporting, or a related field
Financial services experience required, either in industry or through audit client work
Strong working knowledge of accounting and financial reporting fundamentals
Experience handling complex data and investigating or explaining discrepancies
Proficiency with Excel plus exposure to SQL, Tableau, Power BI, or comparable reporting tools
High attention to detail and ability to meet deadlines in a fast-paced environment
Bachelor’s degree in Accounting, Finance, or a related field

Technologies

Excel
SQL
Tableau
Power BI
NetSuite

Location and Schedule

New York, NY (Hybrid)
Three days in the office and two remote

Compensation

$125,000–$150,000 base salary
Discretionary bonus

Benefits

Comprehensive benefits package

Preferred Qualifications

Experience with public company, SEC, regulatory, or management reporting
CPA or progress toward CPA
Experience with NetSuite, dashboard development, automation, or finance transformation
Public accounting experience, including candidates interested in moving into their first in-house role