Kentucky

Finance Jobs in Kentucky

24 jobs found

Include remote jobs

8d ago

Certified CPA / AI & Financial Operations Specialist

Whiteshore Funding LLC Lexington, KY

Lexington, KY

8d ago

Up to $80k/yr Full time Python Accounting Accounting Automation

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Job Description

The Certified CPA / AI & Financial Operations Specialist role at Whiteshore Funding LLC focuses on designing AI-powered financial and operational systems, pairing advanced accounting expertise with technical development to automate workflows and strengthen compliance and risk controls.

Key Responsibilities

Design, develop, and implement advanced AI systems to automate financial and operational processes.
Build and manage AI agents, custom chatbots, and intelligent automation workflows.
Use ChatGPT, Grok, and other leading AI platforms at an expert level.
Develop AI-powered tools for financial underwriting, cash flow analysis, reporting, compliance monitoring, and business intelligence.
Integrate AI systems with existing business software, databases, spreadsheets, and internal applications.
Identify repetitive company tasks and create automated solutions to reduce or eliminate manual work.
Build systems that extract, interpret, and analyze information from bank statements, financial documents, emails, and spreadsheets.
Continuously research emerging AI technologies and independently implement solutions that improve productivity.
Evaluate AI systems for accuracy, data security, reliability, and regulatory compliance.
Write and maintain code to automate financial and business operations, including API integrations that connect AI models with internal and third-party software.
Create automated dashboards, internal applications, financial reporting systems, and data-processing tools.
Build automated workflows using Microsoft Power Automate, Zapier, Make, or similar technologies.
Troubleshoot technical issues independently and implement practical fixes.
Use AI-assisted coding tools to improve development speed while maintaining accuracy and reliability.
Demonstrate expert-level proficiency in Microsoft Excel and the Microsoft 365 suite, including advanced financial modeling and automation.
Develop complex financial models using advanced formulas (including XLOOKUP, INDEX/MATCH), pivot tables, Power Query, Power Pivot, macros, and VBA.
Automate Excel spreadsheets, financial calculations, reconciliations, and recurring reporting.
Create advanced financial dashboards and interactive business performance reports.
Maintain exceptional proficiency across Microsoft Outlook, Word, PowerPoint, Teams, and other Microsoft applications, including using AI within Microsoft applications to improve workflow efficiency.
Process large amounts of financial data quickly and accurately, including detailed cash flow analysis to evaluate financial health and repayment capacity.
Analyze bank statements, balance sheets, profit and loss statements, financial trends, and business expenses; identify inconsistencies, unusual transactions, and potential risks.
Maintain accurate accounting records, reconciliations, and financial reporting while applying GAAP and relevant accounting standards.
Evaluate business models, revenue streams, operating expenses, and overall profitability, using AI-driven analysis to improve decision speed and accuracy.
Maintain a strong understanding of financial regulations, accounting compliance, and business lending requirements.
Develop automated systems to identify potential compliance violations, financial discrepancies, and operational risks.
Ensure AI-powered financial processes comply with applicable regulations and company policies, supported by internal controls, documentation procedures, and financial monitoring systems.
Support audits, regulatory reporting, and financial risk assessments.
Protect sensitive financial information through secure technology and responsible AI implementation.

Required Qualifications

Active CPA license required.
Strong experience in financial accounting, cash flow analysis, and financial modeling.
Exceptional mathematical ability and financial judgment.
Deep understanding of how businesses operate, generate revenue, manage cash flow, and produce profits.
Strong knowledge of financial compliance, risk assessment, and internal controls.
Expert-level proficiency with ChatGPT, Grok, and multiple AI platforms.
Demonstrated experience building AI agents, chatbots, and automated workflows.
Strong coding skills with the ability to independently develop functional programs and automations.
Experience with APIs, AI integrations, and large-scale data processing.
Proven ability to use AI to solve complex business problems and evaluate AI output for inaccuracies.
Expert-level Microsoft Excel skills are mandatory.
Advanced proficiency across Microsoft Office and other business software.
Extremely fast and accurate typing skills.
Exceptional computer literacy and technical problem-solving abilities.
Ability to work quickly across multiple systems without sacrificing accuracy.
Ability to learn new software and emerging technologies independently.

Technology Stack

Python, SQL, VBA
ChatGPT, Grok
Microsoft Power Automate, Zapier, Make
Microsoft Excel, Microsoft 365
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
XLOOKUP, INDEX/MATCH, Power Query, Power Pivot, macros
AI-assisted coding tools
GAAP

Compensation

Up to $80,000.00 per year

Work Location

Onsite in Lexington, KY

Additional Candidate Skills (Assessment)

Advanced Excel financial modeling and automation.
Cash flow analysis and financial statement interpretation.
AI agent development and workflow automation.
Python programming or comparable coding exercises.
Practical application of ChatGPT, Grok, and AI-assisted business tools.
Financial compliance and analytical problem-solving.
Typing speed, accuracy, and technical proficiency.

Why Join Whiteshore Funding LLC

This role supports the development of technological and financial infrastructure within a growing financial services company. The position combines AI, financial analysis, business strategy, programming, and automation, with an emphasis on automating financial and operational processes while maintaining accuracy, compliance, and oversight.

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12d ago

Financial Consultant

Truist Bank Louisville, KY

Louisville, KY

12d ago

Full time Advisor Associate Financial Advisor Business Development

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Job Description

Truist Bank offers a consultative wealth environment for professionals who want to support Financial Advisors while helping clients move toward their goals. This onsite role in Louisville, KY includes a structured benefits package, protected time off, and opportunities to collaborate on client engagements as part of a Financial Advisor team.

Responsibilities

Support the establishment of the Financial Advisor team’s strategic direction to help increase revenue.
Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services.
Implement recommended investment products and services as appropriate.
Help clients with trades, requests for information, research, and account issues.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
Contribute to the preparation for and delivery of client presentations and engagements.
Assist Advisors in maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
Follow professional and ethical standards set by Truist, FINRA, and other applicable regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
4 years of professional experience, including 1 year in the securities industry.
FINRA Series 7 and FINRA Series 66.
Applicable state health and life insurance licenses and jurisdictional registrations matching the advisor(s) supported.
Organized and self-motivated with strong skills in analytics, problem-solving, interpersonal interactions, persuasion, and relationship management.
Proficiency with basic computer applications, including Microsoft Office tools.
Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

Medical, dental, and vision coverage
Life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment type: Regular. Language: English (Required). Technologies: Microsoft Office.

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12d ago

Financial Advisor

Truist Bank Louisville, KY

Louisville, KY

12d ago

Full time Advisor Asset & Wealth Management Business Development

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Job Description

Truist Bank is hiring a Financial Advisor in Louisville, KY (onsite) to drive client growth through tailored investment guidance and compliant sales execution.

Responsibilities

Provide personalized investment solutions designed to help clients pursue long-term financial goals.
Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
Maintain a profitable level of securities and insurance sales by executing opportunities identified via external networking and internal referrals.
Ensure sales activities align with the client segmentation model and clients’ best interests.
Use a consultative sales process to partner with clients and review investment plans on a regular basis.
Lead client relationship management strategies to deepen client connections and loyalty.
Record transactions and inquiries accurately, and ensure customer files are completed and maintained to meet regulatory policies.
Stay current on Truist Wealth products and complete all required continuing education.
Build partnerships with Wealth, Commercial, and other internal teams to identify and address unmet client financial needs.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
FINRA Series 7 and 66 (with 63 and 65 in lieu of 66).
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized and self-motivated with strong skills in analytical, problem-solving, interpersonal, persuasion, and relationship management.
Competency with Microsoft Office products.

Technology

Microsoft Office

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
At least 10 days of vacation in the first year (prorated based on hire date and full-time/part-time status)
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Other Information

Regular position
Language: English (Required)
Work shift: 1st shift (United States of America)
Preferred qualifications: Additional credentials such as CFP, CIMA, etc.; banking experience helpful
Benefits eligibility (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits; eligibility for specific benefits may vary by division

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1mo ago

Director of Finance and Facilities

Summit Academy of Greater Louisville Louisville, KY

Louisville, KY

1mo ago Closed

$65k - $75k/yr Full time Finance Director Accounting Director Of Finance And Facilities

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

Job Description

Summit Academy of Greater Louisville is seeking a Director of Finance and Facilities to lead the school’s finance and accounting function and oversee daily facility operations. This onsite role in Louisville, KY reports to the Head of School and works closely with the Finance & Facilities Committees and the Board of Trustees. The position also collaborates with the broader leadership team on special projects tied to the school’s strategic plan.

With a salary range of $65,000 to $75,000 annually, the Director will manage budgeting, internal controls, reporting, tuition and financial aid processing, and key operational responsibilities across facilities and personnel. The role also supports regulatory compliance and coordinates audits, charitable gaming requirements, and insurance programs.

Core Responsibilities

Maintain school financial records in line with sound business practices, generally accepted accounting principles, and the school’s corporate policies and procedures.
Provide the Head of School, Finance & Facilities Committees, and Board of Trustees with recommendations, analyses, and information tied to school objectives.
Develop and maintain a system of internal control, including automated and manual information systems.
Produce short- and long-range financial projections to support planning.
Direct all aspects of finance and accounting, including publishing monthly financial reports, projections, and analyses.
Create and lead the development and implementation of the annual operating budget.
Formulate action plans that support key strategic objectives.
Manage tuition payments and financial aid awards through FACTS, including ancillary charges.
Manage delinquent accounts.
Direct and maintain the accounting system in QuickBooks and provide monthly GL reports to other school leaders.
Prepare and oversee the annual 990 tax return and manage the annual outside audit process.
Prepare and maintain reporting and applications for the school’s charitable gaming license.
Manage the general liability insurance package.
Supervise accounts payable personnel.
Oversee daily facility operations and personnel, including the custodian and instructional technology coordinator.
Negotiate contracts with third-party vendors.
Serve as the direct point of contact for inspections, including the board of health and fire department.
Oversee capital projects and facility rentals, including maintaining the internal rental calendar.
Lead bi-monthly Facilities Committee meetings with the Board of Trustees.
Provide direction in the management of the cafeteria.
Oversee bi-weekly payroll through Paylocity, maintain personnel records, and conduct periodic reviews with the Head of School.
Ensure compliance with regulatory filings, including 1099s, quarterly tax returns, and W-2s.
Manage the employee benefits package, including health insurance and a 401K plan, and participate in the KAIS Finance Director group related to employee benefits.
Manage the posting of job descriptions.

Requirements

Minimum 5 years of progressive accounting and systems experience.
Bachelor’s degree in business, finance, or accounting.
Ability to identify, analyze, and resolve problems and opportunities.
Ability to manage multiple projects simultaneously.
Thorough knowledge of automated and manual information systems.
Excellent oral and written communication skills.
Thorough knowledge of Human Resources Management.

Technologies

QuickBooks
FACTS
Paylocity

Benefits

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

Job Type and Schedule

Full-Time; 12-month position
Daily schedule: 7:30 AM to 4:00 PM (with 4:15 on 3 Tuesdays each month)
Attendance expected at least 3 after-hours special events throughout the school year and graduation

Support and Reporting

Reports to the Head of School
Guidance from Finance and Facilities Committee members

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1mo ago

Financial Analyst

Fidelity Investments Covington, KY

Covington, KY

1mo ago Closed

Full time Analytical Skills Data Analysis Data Analytics

This position is no longer accepting applications (closed Oct 18, 2026).

Job Description

Drive pricing and profitability decisions for Workplace Investing by building models, evaluating scenarios, and partnering with sales and finance stakeholders.

Responsibilities

Assess pricing and profitability for core market prospects and existing clients
Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability
Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance
Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability
Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients
Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions
Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees
Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability
Present pricing proposals, strategy, and positioning with key business partners and pricing team management
Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency
Raise pricing issues, trends, and operational improvement opportunities as appropriate
Support ad hoc projects as needed

Requirements

College degree in Finance, Economics, or Accounting
2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years)
Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel
Proven analytical and problem-solving ability
High attention to detail and accuracy
Excellent interpersonal skills, including the ability to influence senior-level positions
Strong written and verbal communication skills
Ability to prioritize multiple tasks and work independently
Ability to collaborate with team members
Initiative to identify and solve operational improvement and efficiency opportunities

Technology

Microsoft Office Applications (Word, Excel, PowerPoint)

Location and Work Model

Covington, KY (onsite)
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles
Some roles and locations currently require 100% onsite while others require less
Onsite expectations may change as the rollout continues
This transition does not apply to fully remote roles

Additional Information

Fidelity will not provide immigration sponsorship for this position
Fidelity’s business is governed by the Securities Exchange Act of 1934; related laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories

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1mo ago

Finance Lead

TruDiagnostic Lexington, KY

Lexington, KY

1mo ago Closed

$150k - $200k/yr Full time Accounting Budget Management Finance Lead

This position is no longer accepting applications (closed Sep 28, 2026).

Job Description

The Finance Lead role at TruDiagnostic is a CFO-track position responsible for core finance execution and decision support. This is a hybrid role based in Lexington, KY, with direct reporting to the CEO and a growth path toward full CFO scope.

Role Overview

The Finance Lead owns finance execution and reporting, working directly with the leadership team and the Board. The position drives forecasting, budgeting, cash management, monthly close, and the development of clear unit economics across five business lines. The role also emphasizes building and validating the model personally, including the ability to explain and defend assumptions in detail.

Key Responsibilities

Own finance execution and report directly to the CEO
Lead the operating model, including forecasting, budgeting, cash, and monthly close
Establish real clarity on unit economics across five business lines
Partner with the leadership team and the Board
Build the model personally and defend it

Requirements

Diagnostics or health tech finance experience; clinical diagnostics experience preferred, including knowledge of lab economics, reimbursement, and an R&D-heavy P&L from prior work
Experience owning finance at real scale as the #1 or a clear #2 (VP, SVP, EVP of Finance, or Chief Accounting Officer); prior CFO experience is welcome but not required
Technical accounting fluency alongside hands-on FP&A, including the ability to close the books and build the forecast
Ability to own the model, defend assumptions line by line, and rebuild when circumstances change
Track record of building and leveling a finance team, not only operating one that was inherited
Comfort presenting and holding a discussion with a CEO and Board
Genuine interest in the CFO seat, with motivation aligned to a prove-it-then-take-it structure rather than requiring the title immediately

Preferred Qualifications

Institutional financing or diligence experience, including building models, running data rooms, and understanding what outside capital teams require
Produced financial statements that held up with external auditors
Experience scaling a finance function ahead of company needs rather than behind it
Comfort with complex corporate structures, including multi-entity accounting, layered cap tables, and equity administration
M&A or corporate development experience
Broader life sciences depth (biotech, pharma, medtech)
Genuine excitement about the underlying science

Growth Path

Phase 1: forecasting, close, controls, and team-building to earn full CFO scope in Phase 2
Phase 2: capital strategy, investor relationships, and corporate development
Advancement is evaluated on demonstrated readiness, not tenure

Work Location

Hybrid role for candidates based within or near Lexington, KY and/or willing to relocate. Work location: hybrid remote in Lexington, KY 40503.

Compensation

USD 150,000 - 200,000 per year.

Benefits

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

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1mo ago

Director of Finance

Kindeva Drug Delivery Careers Lexington, KY

Lexington, KY

1mo ago Closed

Full time Finance Director Accounting Budget Management

This position is no longer accepting applications (closed Sep 26, 2026).

Job Description

Lead the finance and controllership function for Kindeva’s Lexington Nasal business as a key member of the site leadership team, driving performance across planning, close, and decision support.

Responsibilities

Lead and coach the site finance and accounting team, overseeing account reconciliations, US GAAP month-end close, inventory and cost accounting, and related compliance activities
Ensure adherence to Kindeva corporate finance and accounting processes and controls; provide feedback and recommendations to improve policies and procedures
Partner with the Lexington site leadership team to support the Nasal business through daily and weekly operating rhythms
Provide finance leadership for hiring, quality, purchasing, planning, production, and broader business priorities
Collaborate with FP&A, Business Development, and Client Relations to pursue new business opportunities using cost and capacity models
Support customer proposals through pricing strategy and margin analysis
Deliver forward-looking site financial insight across COGS, gross margin, working capital, cash, and balance sheet performance, and drive actions to improve results
Using standard templates, prepare site P&L, balance sheet, cash flow, KPIs, site scorecards, and department spending analysis; provide financial commentary on variances to budget and forecast
Analyze material, labor, and overhead variances vs. budget and forecast, including monthly and quarterly commentary on the financial P&L
Lead financial evaluation for capital investments, growth initiatives, and cost improvement projects, including ROI analysis to prioritize profitability and long-term site performance actions
Own and drive site budgeting, forecasting, and strategic planning in partnership with senior leadership and the S&OP process
Own the annual standard cost update and provide cost, pricing, and margin analysis to commercial and site leaders to improve visibility into product and customer profitability
Lead all plant controllership activities, including internal controls, balance sheet integrity, inventory accounting, fixed assets, audit readiness, and compliance with US GAAP and company policies

Requirements

Bachelor’s degree in accounting, finance, or business; MBA or MAcc preferred
CPA or CMA is a plus
12+ years of progressive experience in cost accounting, general accounting, finance, or plant/site finance leadership roles
5+ years leading a finance or accounting function, preferably as a plant controller, site finance leader, or finance director in complex manufacturing
5+ years of finance experience in a manufacturing environment; pharmaceutical, CDMO, or other regulated manufacturing experience strongly preferred
Experience partnering with operations and commercial teams on pricing, margin, and growth decisions is highly desirable
Comprehensive understanding of cost accounting and inventory valuation under US GAAP
Financial modeling for revenue generating and capital projects
Budgeting and forecasting experience
ERP experience in manufacturing, with Microsoft Dynamics preferred
SOX and financial controls implementation experience
Advanced Excel and knowledge of Microsoft Office 365
FAR-31 and CAS Compliance knowledge is a plus

Skills & Tools

Microsoft Dynamics
Microsoft Office 365, including Excel
US GAAP
SOX

Attributes

Ability to build financial acumen within the business, foster accountability, and influence cross-functional leaders as a trusted member of the site leadership team