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We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus) 

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 We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)


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COMPENSATION $27.88- $28.84/hr DOE


REPORTS TO Accounting Manager

WORK SCHEDULE Monday – Friday, 8:00 am to 5:00 pm

STATUS & CLASSIFICATION Full-time, Non-exempt

Hamilton Families

Our mission is to end family homelessness in the San Francisco Bay Area. Established in 1985, Hamilton Families is San Francisco's leading service provider to homeless families, with carefully designed programs to prevent homelessness, provide shelter and stability, return families to permanent housing and support the well-being of children experiencing homelessness. We currently operate these programs across six sites in San Francisco and Oakland. For more information, visit

Position Overview

The Staff Accountant- Payroll & A/P is responsible for processing disbursements of operating expenses. The Staff Accountant is also responsible for maintaining the payroll system, processing bi-weekly payrolls, and performing other payroll related duties.

Primary Duties and Responsibilities

• Process and transmit payroll biweekly; process mid-cycle payroll adjustments, holiday, wellness and referral bonuses, and final paychecks. Produce routine and specialized payroll reports as requested.

• Process and transmit employee and employer contributions to retirement plan provider biweekly.

• Prepare workers’ compensation monthly invoice calculations and employee union dues

• Match, code, and enter invoices into accounts payable system. Prepare batch reports and review for errors prior to submitting to supervisor

• Ensure that all invoices have proper supportive backup documents as required by internal fiscal policies and procedures.

• Responsible for matching general ledger account, program code, funding source, and department code in general ledger.

• Process payments, maintain statements, conduct weekly check runs to ensure timely and accurate payments and prepare checks for signature.

• Audit and process credit card statements and employee expense reimbursements.

• Communicate with vendors regarding account issues, research unpaid invoices, and resolve and investigate invoice disputes/discrepancies.

• Communicate with program directors and staff who handle purchases to request vendor invoices, packing slips, and other related supporting document.

• Maintain several petty cash disbursements and perform reconciliations and audit.

• Responsible for ongoing knowledge and understanding of agency wide budget and cost allocation plan.

• Ensure fiscal adherence to contracts and grants

• Maintain accounts payable files and records.

• Maintain 1099 files and year-end 1099 form preparation.

• Prepare journal entries and assist in month end closing

• Prepare weekly/monthly accounts payable reports.

• Manage petty cash for the Administrative office.

• Assist with other projects as needed.

Qualifications, Skills and Abilities

• Bachelor’s Degree in accounting, business administration, or related field and/or minimum two years’ experience in accounting/and or finance preferably in the non-profit sector.

• Experience in payroll software preferably in ADP.

• Experience in processing credit card expense report software

• Solid written and verbal communication skills.

• Ability to pay attention to detail and maintain confidentiality

• Strong interpersonal skills and commitment to work with a diverse staff are essential to perform the position duties.

• Proficient in Microsoft Office (Word, Outlook, Excel, etc.).

• Essential functions of the position may require use of a telephone, working at a standard computer terminal.

• The ability to follow reasonable ergonomic recommendations, sit for long periods, stand, reach, bend, lift and carry up to 20 pounds.

• Criminal background check, fingerprint imaging, and tuberculosis (TB) clearance required post-offer.

Compensation and Benefits

Hamilton Families (HF) offers excellent medical, dental, and vision coverage, plus tax-advantaged Flexible Spending Arrangements for Health Care and Dependent Care. Employees also have the chance to earn up to $180 per calendar year for participating in various wellness activities and can participate in partnership discounts with various YMCA and 24-Hour Fitness locations. Additionally, HF offers tax-deductible commuter benefits that can be applied to public transit, parking, and ride sharing services like Lyft Line and Uber pool.

The work at HF is designed for individuals to follow their passions and commitment to community. HF takes professional development seriously and offers coaching and training opportunities at every level. A role with the Stability team is great for an individual who is interested in exploring community based nonprofit work, social work, or mental health disciplines. We also offer a $1,000 tuition reimbursement to employees each year (after 12 months of employment) and offer dozens of internal and external trainings for staff at every level annually.

HF employees enjoy generous benefits including 11 paid holidays, 3 weeks of vacation and 2 weeks of sick time per year.

HF offers an employer-matched 403(b) retirement plan, tuition reimbursement, and other great long-term benefits!

Application Procedure

• To submit an application, please click apply above or below.

• Please attach your résumé and a brief letter of interest.

• No faxes or phone calls.

• Hamilton Families is an Equal Opportunity Employer. Pursuant to the San Francisco Fair Chance Ordinance., we will consider for employment qualified applicants who arrest and conviction records. 

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Racial and socioeconomic achievement gaps persist in our schools today. There is a 26% or greater gap in math achievement between white students and students of color. We believe in the power of STEM to offer opportunities to students who need it most. You can change this by becoming a STEM teacher.

EnCorps STEM Teachers Program’s vision is to realize a day where all students, regardless of socioeconomic status, are inspired and prepared to pursue their dreams. STEM Teaching Fellows transition to teaching careers within 1-3 years with the support of EnCorps training, guest teaching field experience, credentialing guidance, EnCorps cohort and the EnCorps network of schools. When you become an EnCorps Fellow, you are committing to providing access to quality education within low income schools, supporting students who need your mentorship the most.

The EnCorps team will provide guidance as you begin the process to become a teacher and the broad network of fellows provides first hand experience from people who, like you, transitioned into a teaching career.

Fellowship details:

  • Fellows may choose a licensed or non-licensed teaching pathway. If licensed, they will earn their license from a university partner over the course of 4-14 months

  • EnCorps will place you in a local partner school for 1 semester where you will spend 2-5 hours per week as a volunteer Guest Teacher

  • Fellows train online/on-demand and at 3 in-person cohort events each year by participating in enhanced skills preparation workshops

  • Fellows receive extensive support and mentoring from the EnCorps staff, their cohort, and EnCorps’ network of schools

  • With the help of EnCorps, you will develop your unique timeline to become a paid teacher, in as little as 9 months, or 3 years depending on your personal goals.

*Find out more about the timeline and teaching credentials at

Minimum requirements:

  • Have a bachelor's degree 

  • Have at least 1 year of hands-on STEM industry work experience or have an advanced degree in a STEM field*

  • Financial plan to participate in unpaid Guest Teaching Training for one semester

For more specific eligibility and FAQ’s, please see

*Looking for backgrounds in: Accounting, finance, banking, mathematics, statistics, data analyst, computer programmer, IT, coding, product manager, engineering (civil, mechanical, ALL), healthcare, scientific research, biotech, lab work, etc.

Want to empower students and inspire the next generation of STEM leaders? Join EnCorps today!

Fall application deadline: Sept 11, 2020. Apply today at:

See EnCorps through the eyes of a fellow:


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Job Description

Large Distribution Company is seeking a Director of Financial Planning and Analysis for their Chicago based office.

This role is open due to business growth.  This company is doing well financially during COVID.

Director of Financial Planning and Analysis

Why Work Here?

  • High visibility to a great leadership CFO, CEO and PE group

  • Ability to build new processes, make the role your own

  • 19 Days PTO

  • 401K with 3% match

Responsibility / Duties of Director of Financial Planning and Analysis:

  • Supporting the production of detailed, bottom-up budgets and forecasts

  • Create dashboards and reports to communicate KPI’s and actionable insights

  • Perform ad hoc data requests to support critical strategic initiatives

  • Provide monthly reporting to management for tracking business results and identifying potential risks and opportunities


Requirements of Director of Financial Planning and Analysis:

  • 7 plus years of relevant progressive experience in Finance and or FP&A, ideally in a complex data environment

  • A strong track record of reporting and financial analysis

  • Prior private equity or investment banking experience a plus

  • Experience in building scalable financial planning, analysis and reporting models

  • Strong working knowledge of databases and reporting/analysis packages such as Power BI and Basic SQL

  • Experience in Manufacturing or Distribution

  • Experience reporting for PE owned company

  • Operated well in a lean hands on environment

 Cash Compensation: $ 125,000 - $ 150,000

    Company Description

    CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

    CFS was named to Forbes’ list of “Best Professional Recruiting Firms” three years in a row and also cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies” two years in a row!

    See full job description

    Job Description

    Next Insurance is a fast-growing 290+ person startup based in Silicon Valley and is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. Next has raised over $380 million from top-tier investors and is the valley's latest unicorn, valued at over $1 billion.

    Next is well-positioned to become the leader in the $140 billion small business insurance market because we offer a 100% online experience that is tailored to unique business needs, and we get customers insured in minutes - something no one else does. Despite the size of the market, the experience of buying small business insurance has not caught up with best practices instituted in other industries like banking, lending, and even personal lines insurance. There is still a lot of paper involved, purchasing a policy can take days or even weeks, and the coverage is so complex that it's hard for entrepreneurs to understand what they are buying. We're here to change that. Our goal is to make insurance simple, affordable, and transparent for small businesses so they can stop worrying about insurance and focus on running their businesses.

    Key Responsibilities:

    • Manage/develop the revenue accounting/reporting team and resolve any reporting issues with the data reporting team

    • Manage the month-end close process, including review of reconciliations and various reporting matters

    • Assist the FP&A team with monthly analysis over revenue transactions,

    • Identify, develop and maintain procedures to improve efficiency and quality of financial functions and reporting

    • Implement and maintain policies and procedures in accordance with GAAP and SSAP

    • Manage company's internal and external audits, including GAAP financial statement preparation

    • Assist with ad-hoc projects

    • Support compliance and regulatory filings with local, state, and federal government tax reporting requirements, as needed

    • Participate in budget and forecast process, as needed

    • Work with other business units with accounting/reporting related matters, as needed

    Qualifications & Experience:

    • Bachelor's Degree in Finance and/or Accounting, or other relevant field

    • Public CPA firm experience preferred

    • CPA or CPA candidate preferred

    • 5-7 years of relevant experience with increasing responsibility, preferably at a rapidly growing tech company or with SEC experience

    • Experience with the financial close process

    • Strong knowledge of US GAAP Accounting, experience in Technical and Operational accounting; Insurance accounting (SSAP) a plus

    • Strong system skills with ERP systems as well as Microsoft Office products

    • High degree of reliability and integrity

    • Excellent attention to detail and organizational skills, ability to multitask in a fast-paced environment with competing priorities

    • Team player with strong interpersonal skills, with excellent written and verbal communication skills

    • Strong cross group collaboration, be able to drive initiatives to resolve problem

    • Team management experience

    See full job description

    Job Description

    Essential Business able to offer stability and growth during these unpredictable times

    Top Metals Manufacturing Company offering Stability and Growth in these uncertain times!

    Financial Planning and Analysis Manager 90K to 103K Base + Quarterly Bonus + Full Benefits + Matching 401K + Outstanding Relocation Package

    The FP&A Manager will play a key role in leading the forecasting, budgeting and reporting functions for the company and several other general responsibilities and manage the analysis process and staff.

    Essential Functions

    • Coordinate and manage the monthly and quarterly closing and reporting requirements in line with Company timetables and policies.

    • Develop and manage the forecasting and budgeting process.

    • Responsible for weekly, monthly and quarterly variance analysis as well as providing recommendations to management for improvements in P&L, operating working capital and cash flow.

    • Manage weekly P&L meeting and forecast update process ensuring metrics are achieved.

    • Provide required forecasting and business impacts on inventory management as it relates to working capital, LIFO, LCM and FAC analysis

    • Develop and implement improved processes and controls within finance as they relate to the financial planning and analysis role.

    • Liaison with Company and auditors on all accounting matters.

    • Identify and implement improvement opportunities

    • Manage special finance projects and other duties as assigned by the Group Controller.

    • Adhere to all SOX requirements to ensure full SOX compliance

    • Meet strict deadlines.

    • Forecast and report cash flow daily or weekly

    • Perform all aspects of the position according to the Company Code of Conduct.

    • Supervise staff accountants and other departmental support personnel.

    Education and Experience

    • Degree in Accounting or Finance; MBA or CPA preferred.

    • A minimum of five (5) years’ experience with muti-site, company environment in a US public company environment.

    • SOX experience required.

    Cultural Fit – Company Values

    Drive For Results



    Metrics Driven


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    Job Description


    VENUS is looking for a Director Financial Planning and Analysis (FP&A) to drive financial and strategic leadership across our business as we evolve our growing brand. This role will lead and help to expand our FP&A team to ensure we're developing a scalable approach to long-term planning, strategic corporate finance, financial operations, potential expansion opportunities and more. The Director FP&A reports directly to the CFO and is responsible for sound financial forecasting and providing sound business insight to senior management. They provide critical oversight to business performance, variance identification, corrective action tracking, and ongoing priority setting to achieve profitable growth and retention.


    · Lead budgeting, financial forecasting, reporting and analyze and interpret financial data. Transferring data into meaningful information and reporting to drive performance results and action.

    · Drive key financial insights and analytics for the organization to make sound financial and strategic decisions.

    · Implement processes, frameworks and systems that allow us to capture and utilize timely and accurate data across the business to make better decisions as we look to expand business performance.

    · Advise CFO/CEO on areas of growth and investment for the business opportunity evaluations.

    · Prepare meaningful shareholder reporting, collaborate closely with the FP&A team overseas at our parent company.

    · Work closely with accounting to ensure proper data quality controls and checks and balances and proactively seek opportunities to improve processes and forecasting accuracy across all areas of FP&A.

    · Lead and execute weekly, monthly and quarterly variance analysis.

    · Manage the semi-annual operating planning process and the related financial planning and budgeting process.

    · Develop interim forecasts, performance metrics and ad hoc financial analysis.

    · Assist CFO in the development of efficient policies and procedures for the Finance team.

    · Lead, develop, and grow the Finance team.

    · Enhance cost controlling, perform capital expenditure and working capital analysis as well as industry/peer group comparisons.

    · Establish and lead process to prepare all financial forecasts in partnerships with leaders across the company.

    · Partner with all members of the senior management team and other company leadership on assessing and analyzing critical business decisions.

    · Other duties as required.


    · 10+ years of progressive financial analysis experience. Background in retail or consumer goods is strongly preferred.

    · Proven ability to develop and manage high performing teams. Candidates should have 5+ years’ experience leading teams.

    · Analytical and strategic mindset, always looking to deep dive into the figures and challenge the numbers.

    · Extremely strong Excel and PowerPoint skills, with experience building financial models and preparing slide decks that clearly convey analysis and conclusions.

    · Highly motivated with an entrepreneurial spirit and ability to work independently, while also able to build strong internal relationships and build consensus on critical initiatives.

    · Team player with a “no task is too small or too large” attitude.

    · Superior communication, presentation, collaboration, and influencing skills required, with the ability to clearly convey recommendations and conclusions to senior leadership.

    · Ability to learn quickly and work in a constantly changing environment; enjoys working in a fast-paced environment.



    Bachelor degree required (Masters degree preferred) in Finance, Accounting, or Economics.

    Company Description

    Venus Fashion is one of the fastest growing US online retailers, headquartered in Jacksonville, FL since 1982. We are committed to provide our customers with the leading edge in women's swimwear and fashion designs. To do this, we need individuals who have the expertise and experience that will help us grow our business and reach our goals.
    At Venus, you will find a casual yet professional atmosphere. We are a team of passionate, creative, diverse, and forward-thinking high-performers. We believe that our employees as well as our customers are our most important assets. Without one, we could not have the other.

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    Job Description

    Southworth International Group in Falmouth, Maine is the leading manufacturer of vertical work positioning products designed to make work faster, safer and easier. We have an immediate opening for a Financial Planning and Analysis Manager.

    PRIMARY FUNCTION: This position will fill a key role in leading the financial analysis for the strategic plan and leading the annual budget process across our three business regions in North America, Europe, and Asia, Pacific region. This position will also perform and lead financial analysis on the business units as well lead the generation and standardization of analysis by the regional finance teams.


    · Lead the development of the financial plan component of the long range strategic and the strategic plan schedule.

    · Partner with business unit leaders on developing and projecting strategic plan projects and results.

    · Lead the annual budget process including setting schedule and consolidating results.

    · Develop planning templates for use by the regions in creating the budget and strategic plan.

    · Lead the company’s FX hedging program.

    · Provide analytical framework for review of operations including developing standard analysis for use by regions and training regions outside the US on utilization of templates.

    · Developing reports to senior management and board of directors on periodic results.

    · Perform ad hoc financial analysis.


    · High level of business acumen, understanding our business and actively seeking opportunities to support its growth and development.

    · Experience building financial models and leading a budget/strategic plan process.

    · Entrepreneurial, inquisitive approach. Desire to learn about new markets and new businesses.

    · Experience with international businesses and dealing with currency.

    · Full proficiency with Microsoft Office.

    · Ability to self-direct and to take full ownership of projects, developing, initiating and managing multiple projects and delivering on deadline.

    · Strong intercultural awareness, willingness to travel.

    · Willingness to seek and accept feedback, to grow and to develop.


    University degree in finance or accounting. MBA/relevant Master’s degree preferred.


    Southworth offers a dynamic workplace, competitive wages and benefits package including medical, dental and vision coverage, life insurance, 401k and short and long term disability.

    We are an equal opportunity employer.

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    Job Description

    A highly reputable pharmaceutical corporation is currently hiring a qualified Manager, Financial Planning and Analysis for Research and Development to work in San Diego, CA.


    • Manage and execute Financial Planning & Analysis (“FP&A”) processes for select Research & Development (“R&D”) functions and clinical studies

    • Develop annual budget and quarterly forecasts for supported functions in the R&D organization.

    • Perform necessary duties to support monthly accounting close within designated timelines.

    • Assist with development and implementation of tools to enable financially-based decision analysis within supported R&D functions, as well as planning, budgeting and reporting.

    • Provide business partnering to the R&D organization, including full visibility to relevant plan/budget information; financial support for decision making; resource planning; and budget control.

    • Provide leadership to ensure alignment of the overall budget (for responsible functions and studies) with guidance set forth by Corporate and R&D Leadership.

    • Lead discussion on spend matters between responsible functions with Corporate and R&D Leadership.

    • Review and stay current with reports of financial operational effectiveness and industry trends.

    Core R&D Functional Planning, Analysis & Reporting

    • Lead planning for assigned R&D functions, including a) FTE planning; b) consulting spend; c) resource management; and d) travel cost planning.

    • Clearly communicate guidance for budget and forecast submissions (as provided by Corporate and R&D Finance).

    • Manage monthly financial close for assigned R&D functions and provide financial support with monthly accrual calculation and recording, as well as monthly budget-to-actual variance & trend reports to leadership of assigned R&D functions and Finance team with relevant commentary.

    • Ensure proper adoption of budgeting & reporting processes, tools, policies/procedures and standards within assigned R&D functions.

    • Manage and ensure budgets and forecasts are updated on regular basis throughout the year and ensure overall reasonableness of indirect cost budgets and FTE resources.

    • Escalate critical issues to functional R&D leadership and R&D Finance leadership.

    Core R&D Clinical Study Planning, Analysis & Reporting

    • Lead planning for assigned R&D clinical studies, including a) collecting enrollment assumptions and costs by category from Clinical Operations group; and b) analyzing changes including quantification of major drivers for variances versus prior plan versions.

    • Manage monthly financial close for assigned vendors, and assist other R&D Finance staff with monthly accruals for vendors who are utilized across assigned R&D clinical studies.

    Special Projects

    • Assist in efforts to continually assess and improve financial planning and business processes. Will include systems implementation support as well as changes to processes for recording of clinical trial accruals.

    • Assist in efforts to reduce timelines to allow all necessary monthly accruals to be recorded within the time frames specified by Accounting.

    • Additional duties and responsibilities as assigned.

    Education, Experience and Skills :

    • MBA with concentration in Finance or Accounting desired. Bachelor’s degree in Finance or Accounting with directly applicable experience; or Bachelor’s degree in a scientific discipline with directly applicable accounting and finance experience.

    • ExperienceD working in a pharmaceutical or healthcare R&D setting.

    • Seven years or more of business experience, with demonstrated business partnering abilities.

    • Strong analytical skills with demonstrated impact in previous roles. Solid knowledge of accounting principles.

    • Demonstrated experience being able to utilize accounting systems (i.e. general ledger) and planning/budgeting systems (e.g. TM1) to record financial results and generate necessary reporting.

    • Ability to flexibly incorporate data from multiple sources using Excel and other analytical tools.

    • Demonstrated experience in developing presentation materials to communicate financial results to business partners.

    Skills :

    • Strategic vision: ability to recognize, forecast and communicate events which will impact the business

    • Leadership: collaborates effectively with internal teams and external vendors.

    • Ability to guide both day-to-day and long-term activities.

    • Communication: ability to communicate ideas and data both verbally and written in a persuasive, organized and appropriate manner. Ability to communicate effectively with R&D functional leaders.

    • Analytical: ability to analyze financial and operational information.

    • Ability to use data to guide decisions.

    • Ability to interpret and question data inputs to financial forecasts/models and support the analysis of alternative approaches as necessary.

    • Management: ability to set priorities and meet specific deadlines in a changing environment. Ability to be flexible and handle change effectively.

    • Business Partnering Orientation: ability to gain trust of R&D functional leaders and contribute to their success with information compiled as well as an understanding of the business.

    • Teamwork: ability to foster good working relationships among team members, and work effectively in and contribute to a team environment.


    Company Description

    Beacon Hill Pharma, Beacon Hill Staffing Group's Pharma specialty division, is a national staffing organization that provides contract, direct (permanent), FSP/outsourcing and consulting to pharmaceutical, medical device, biotech and contract research organizations.

    Beacon Hill Pharma places contractors in all 50 states by seamlessly coordinating recruiting resources in local and regional markets with Beacon Hill Pharmas National Recruiting & Delivery, a dedicated national recruiting team that focuses exclusively on national accounts, supporting regional recruiting operations and delivering contractors to all markets in the U.S.

    Whether start-ups or the Fortune 500, the public or private sector, Beacon Hill Pharma matches world class talent with exceptional opportunities.

    See full job description

    Job Description

    Financial Planning and Analysis Manager

    MAU Workforce Solutions is an independent, family-owned company that since 1973 has provided global staffing, recruiting and outsourcing solutions dedicated to making people’s lives better. World class companies across the globe utilize MAU’s customized workforce solutions in order to gain a competitive advantage.

    MAU is a family-oriented organization that has built its foundation upon strong values of dedicated service, loyal relationships and tailored business solutions.


    The Financial Planning and Analysis Manager makes lives better by designing, delivering, continuously improving and evaluating the Back Office Financial and Analytical needs of the organization.


    • Competitive pay

    • Medical, Dental, and Vision Benefits

    • Paid Holidays

    • Paid Vacation

    • Great work environment

    • Employee Assistance Program (EAP)

    • Care Partners Program -trained and experienced counselors who are available 24 hours a day, 365 days a year, nationwide

    • Health Club Reimbursement program

    • Additional Supplemental benefit programs

    • 401K, Salary Continuation, Educational Reimbursement Program and FMLA available after 12 months of service


    • Bachelor’s degree in Accounting or Finance
      • Master’s Degree in Business Related Field (preferred)

    • 5+ years of experience of managing an developing a staff of five or more members in the areas of Financial Reporting, Accounts Payable, Credit & Collections, Payroll, Billing, or other areas of Back Office or Accounting

    • Certified Public Accountant (preferred)

    • Experience as a primary member of the evaluation, negotiation, facilitation, and management of activities related to Mergers and Acquisitions

    • Insurance Evaluation and Negotiations (preferred)

    • Extensive experience and oversight of daily and future Cash Flow modeling and projections

    • Experience in managing Banking/Financing Relationships including management of Lines of Credit and/or Treasury Management activities

    • Banking/Financing Negotiations (preferred)

    • Significantly Advanced Excel skills – specifically in the development of Advanced Financial models in the majority of the following areas:
      • ROI measurement, M&A Evaluation, Cash Flow monitoring and assessment, Capital Planning, Budgeting, Pricing Models, or Standard Cost Models

    • Contract Negotiations (preferred)

    • Significant experience with Payroll activities and Payroll related costs and reporting

    • M&A Evaluation & Facilitation (preferred)

    • Significant and effective experience in leading and managing Team’s
      • Specifically - able to describe successes in setting targets/goals, establishing individual accountabilities, holding team members accountable, achieving successful results, addressing performance issues for non-performers, and designing reward and celebration experiences for successes

    • Cash Flow/Line of Credit Management (preferred)


    • Lead finance operations, including management and direction of the financial analysis and accounts payable functions

    • Direct activities and processes related to the preparation of budgets, forecasts, and financial reporting for business activities
      • Lead a team to help identify trends and make recommendations regarding key financial decisions in the areas of income, expenses, cash flows, and ROI, based on expertise obtained through past and present experiences

    • Establishes or recommends process improvements and policies for finance and accounts payable

    • Manage and facilitate the preparation of budgets and forecast activities;

    • Assist Controller and CFO in acquisition evaluation and due diligence activities including the recommendation and use of internal and external resources

    • Manage the facilitation of audits of Company Financial records and benefit plans

    • Manage financial planning, procurement, and investment of funds

    • Create complex pricing models that accurate project financial results and protect the organization from undesirable returns

      • Lead cross functional teams through successful client bids

      • Engage in negotiations and re-negotiations as needed with clients or potential clients using financial modeling data for client discussions

    • Analyze and advise leadership on Workers Compensation and Unemployment’s financial impacts

    • Perform data analysis and observe operationally critical trends by looking deeper than a numeric profit and loss statement
      • Interpret results and make recommendations to appropriate levels of the organization

    • Generally counsel Company Executives, Directors and Managers Company financial matters

    All applicants must submit to background check and drug screening.

    Disclaimer: This job description not designed to be a complete list of all duties, responsibilities, and safety requirements of the Financial Manager job.

    This position does not offer sponsorship

    Equal Opportunity Employer

    Minorities / Females / Protected Veterans / Individuals with Disabilities are encouraged to apply


    Company Description

    MAU Workforce Solutions staffs excellent, effective people for their partners, allowing them to focus on their core competencies. Headquartered in Augusta, GA since 1973, MAU is a family-owned, minority company making lives better for applicants, clients, and employees through innovative workforce solutions. Today, with Branch and vendor on premise locations across the South and recruiting partners worldwide, MAU has global capabilities to help with all staffing, recruiting, and outsourcing needs.

    See full job description

    Job Description

    The Manager of Financial Planning & Analysis (FP&A) and is responsible for the company forecasting, financial analysis, financial modeling, and consolidations for our client in Columbia, SC. An individual contributor role, a successful candidate must be able to roll up their sleeves, dig into the details, understand the big picture and make sense of the numbers.


    • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures

    • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    • Implement and work with a Business Intelligence Tool and Dashboard reports

    • Develop financial models and analyses to support strategic initiatives

    • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    • Manage the forecasting cycle.

    • Collaborate and work with all lines of business

    • Perform Ad-Hoc Reporting and Analysis as needed.

    Minimum Qualifications

    • Bachelor's degree in Finance or Accounting

    • 5+ years of progressive FP&A experience (budgeting, forecasting, financial reporting, financial modeling)

    • Advanced Excel skills with the ability to analyze large sets of data

    • Manufacturing and/or Distribution industry experience is a plus

    • Excellent written and verbal communication skills.

    • High proficiency in Microsoft Office products required.

    • Experience using a large ERP system.




    Company Description

    Sovereign Executive Search specializes in the placement of accounting, finance, engineering, and operations candidates with our manufacturing clients throughout the United States.

    See full job description

    Job Description

    Please note this is a legitimate opportunity that recently opened up. We are looking forward to spotlight the perfect candidate as this position will not dissipate during COVID-19.  


    This position reports directly to the Chief Financial Officer and will exercise full control over financial planning and analysis in this global role based out of our Los Angeles office. This position will be responsible for a range of managerial duties that include budgeting, modeling potential mergers and acquisitions, preparing annual capital expenditure plans, updating and distributing KPI reports, preparing forecasts and projections, and updating SDI’s financial model used in impairment analysis.

    Principle Duties & Responsibilities

    • Supervise finance and accounting staff in the preparation of annual operating budgets, cash flows, balance sheets and capital expenditure plans

    • Coordinate the annual budgeting process, including developing the regional and local budgeting templates to meet and facilitate consolidated reporting and creating and communicating the annual budget timeline

    • Participate in the regional and consolidated budget reviews by the CEO and CFO in sales, operations, and general administration, etc.

    • Prepare the annual budget presentation to SDI’s Board of Directors

    • Communicate the approved budget changes to company-wide management

    • Facilitate monthly monitoring and quarterly reviews of actual to budget capital expenditures

    • Update SDI’s five year financial projections model to reflect the most recently approved annual budgets, changes in market conditions and trends, growth by region assumptions and capital expenditure assumptions

    • Supervise and review the preparation of worldwide weekly cash position and 8-week forecast, including identifying underperforming regions or unrealistic forecasts

    • Review monthly financial submissions from the regions and follow up to resolve questions

    • Coordinate and consolidate budgets and load budget details into financial systems

    • Produce timely and accurate financial reports and KPI metrics as requested by senior management

    • Streamline global budget process encompassing actual and budget numbers

    • Facilitate audit requests and questions with external auditors

    • Analyze variances between actuals and budgets in order to identify trends and resolve discrepancies.

    • Assist in working with business unit personnel to harmonize reporting across worldwide entities

    • Assist in developing and refining processes and standards for monthly reporting

    • Other projects as assigned by the CEO, CFO or Global Controller


    Must be able to demonstrate:

    • Excellent negotiation skills

    • Good technical understanding

    • Ability to quickly grasp complex subject matters

    • Ability to work to tight deadlines and under pressure

    • Proactivity

    • Ability to work independently and on own initiative

    • Ability to be an excellent team player

    • Good time management skills

    • Excellent organizational skills

    • Strong interpersonal skills

    • Good attention to detail

    • Excellent problem-solving skills

    • Enthusiastic and willing to learn


    Qualifications and Experience

    • Large CPA firm experience preferred

    • Minimum 4-years financial planning & analysis experience required

    • Advanced Excel skills required

    • Global consolidation experience working with International entities preferred

    • Microsoft Navision experience is a plus

    • Strong analytical, oral and written communication skills required

    • Ability to communicate effectively with senior management and collaborate with staff at all organizational levels across various business units is required

    • Must have the ability to organize and schedule work effectively in order to meet deadlines

    • Must be proactive with strong follow through skills

    • Must have discretion with handling confidential or sensitive information

    • Must have the ability to multi-task in order to oversee multiple projects at once

    Company Description

    SDI Media is the world’s leading localization provider of dubbing, subtitling, and media services, utilizing the largest owned and operated network of recording studios worldwide. SDI Media offers clients an end-to-end localization solution for theatrical, broadcast, digital, interactive, and new media platforms using a comprehensive suite of customizable localization applications. With over 40 years of experience delivering translated content to global platforms, SDI Media continues to be the most trusted localization partner worldwide.

    See full job description

    Job Description


    This position will provide senior management with a forecast of the company's profit and loss (income statement) and operating performance for the upcoming quarter and year and to focus on all financial and costing activities.


    • Support all financial processes to achieve business results and drive operating efficiencies

    • Create and maintain consolidation of financials for mulitple subsidiaries

    • Support all costing activities at the site including program financial support and analysis

    • Work cross-functionally to drive processes

    • Supports FP&A reporting requirements and month-end close processes

    • Create and track annual budget, comparison to actuals.

    • Provides detailed monthly analysis on overhead rates and variances to the plan

    • Keeps track and reports on direct labor utilization

    • Help with other ad-hoc reports and performs other related duties as required


    • Adaptability - Adapts to change, open to new ideas and responsibilities

    • Communication - Ability to communicate thoughts clearly, both oral and written

    • Decision Making - Able to reach a decision, takes thoughtful approach when considering options, seeks input from others, makes difficult decisions

    • Dependability -Meets deadlines, works independently, accountable, maintains focus, good attendance record

    • Detail Oriented - Ability to pay attention to the minute details of a project or task.

    • Ethics - Honest, accountable, maintains confidentiality

    • Quality - Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services


    Education: Bachelor’s degree in finance, business, accounting or a related field

    Experience: 3+ years of work-related experience performing financial analysis

    Other Requirements:

    • Must possess strong skills in Microsoft Excel and PowerPoint

    • Must have high attention to detail

    • Familiarity with ERP systems, SAGE 100 experience is a plus

    • Working in a manufacturing environment is a plus

    • Experience in government contracting is a plus


    Company Description

    At Antenna Research- we design, develop, and manufacture Antennas and RF Systems for both military and civilian applications. ARA supplies antennas for Communication Networks, RF Surveillance, RF Jamming, Public Safety Networks, and Civilian markets.

    ARA products cover all of the commercial and military frequency bands from 10 Hz to 80 GHz.

    Antennas optimized for specific bands, as well as multi-octave antenna systems are available for fixed, mobile, and tactical applications. ARA supplies unique antenna systems in both High Volume quantities and smaller order quantities. We have supplied tens of thousands of antennas for over 50 years.

    See full job description

    Job Description

    WWP is looking for a talented and motivated Manager of Global Financial Planning & Analysis to join our growing team. This role will report to the CFO and play a crucial role in building a strategic financial foundation for our company. The FP&A will collaborate with members of the finance team and other business stakeholders to forecast and analyze our performance and provide innovative guidance to the leadership team. The ideal candidate will be a creative problem solver and collaborative team player with strong quantitative and qualitative skills and an incredible work ethic.

    Job Responsibilities

    Forecasting, planning and reporting to help ensure the success of the Company by providing early insight to potential opportunities/challenges in the future. Partnering with the CFO to prepare reports and analyses to help steer the management team toward financial and strategic goals. Assisting with potential acquisition analysis and the due diligence of acquisition targets.


    This will be a flexible role that will embody project work, teamwork, and recurring/routine tasks. The daily responsibilities may have a higher proportion of project work in the beginning.


    Typical Job Duties

    • Partnering with the CFO to drive the annual budgeting and planning process in collaboration with company leadership

    • Partner with the CFO to develop, implement, and manage the rolling forecast process, including implementing the use of software

    • Work closely with the Accounting department to ensure planning assumptions are aligned with accounting and reporting standards. Coordinate changes as necessary to support planning assumptions

    • Setting planning calendar and working closely with stakeholders and other business partners to ensure that deadlines and deliverables are met

    • Partnering with the management team to prepare expense budgets including labor plans, overhead budgets and marketing financial plans

    • Ensure financial models provide visibility and tracking to debt covenants and related metrics.

    • Maintain key operating metrics within applicable forecasting and business intelligence systems; assist with implementation of new tools and systems; develop and mine new data metrics

    • Report consolidated financial statements and analysis to the management team

    • Assist in the improvement of the internal and external reporting framework by performing ongoing analysis of processes and providing recommended solutions for business process issues (etc. modeling, budgeting, forecasting and management reporting process)

    • Assist in the preparation and building of business review presentations for management, the annual budget and board support documents for internal and external publication

    • Report actuals vs. budget and forecasts, prepare detailed variance explanations, meet with budget owners to review results, identify corrective actions needed (coding, budget classifications, accruals, or other issues), etc. on a monthly basis

    • Develop and provide commentary and visibility into financial performance and key business drivers in order to provide business insights to management

    • Assist in reporting and forecasting key performance indicators using historical and statistical methods

    • Assist in the development of operating dashboards (KPIs/balanced scorecard)

    • Deploy dashboards where applicable

    • Identify risks and opportunities to management and recommend strategies to achieve company financial goals

    • Manage and own corporate financial model

    • Manage/ support ad-hoc reporting needs as requested from internal and external stakeholders Perform business diligence and financial analysis on potential acquisitions. Perform financial modeling for potential acquisitions, including but not limited to “merger scenarios”, “debt and covenant projections”, “sources and uses”, and “flow of funds”

    • Partnering with the Controller to provide monthly, reliable and insightful variance analysis regarding performance as compared to budgets and forecasts on an entity and consolidated level


    Other Responsibilities

    • Lead “performance projects” as assigned by the CFO to guide the management team toward an increase in efficiency and profitability

    • As necessary, train the management team to use reports and to understand how to use the information in the reports to take positive action

    • “Inspire” through loyalty, discipline, and respect for ALL personnel across the Company

    • Other projects/tasks as assigned by the CEO or CFO



    Job Requirements

    • Bachelor’s Degree in Accounting, Finance, Economics or equivalent required

    • MBA, equivalent graduate degree, or advanced financial certification preferred

    • 5 or more years of relevant experience in Investment Banking or Corporate Financial Planning and Analysis, demonstrated proficiency with concepts, practices, and procedures of FP&A

    • FP&A and general accounting experience, including: financial modeling, accruals vs cash, GAAP, financial statements reporting, consolidations, variance analysis, data analysis, forecasting and budgeting. Solid understanding of U.S. GAAP

    • Advanced proficiency in Microsoft Excel and PowerPoint, enterprise financial systems and comfort with information technology

    • Excellent financial modeling experience required, with solid sensitivity and risk-modeling skills

    • Articulate professional, possessing excellent verbal and written communication skills

    • Capable of presenting complex financial information and concepts in an easy-to-understand format with ability to package executive-level presentations

    • Business acumen to craft analyses which realistically model the business dynamics and develop insights upon which to make impactful recommendations

    • Strong analytical skills with ability to identify and interpret financial information, articulate problems, propose and consider alternative solutions, and provide factual and persuasive support for decisions and recommendations

    • Continuous improvement mentality, with a capacity and energy to challenge the status quo and drive change throughout the organization

    • Champion for process improvement and ability to evaluate processes, seek out and implement internal or external best practices

    • Highest level of integrity and honesty; Appreciation and ability to professionally assume responsibility for highly sensitive and confidential information

    • Experience in CPG / manufacturing / cost accounting is a plus

    • Has a strong interest and aptitude to automate manual reports and processes

    • Ability to work in a rigorous environment with shifting priorities while delivering on tight deadlines


      The Company is committed to Equal Employment Opportunity. We will not discriminate against employees or applicants for employment on any legally-recognized basis (“protected class”) including, but not limited to: race, creed, color, national origin, age, ancestry, nationality, marital or domestic partnership or civil union status, sex, pregnancy, breastfeeding, gender identification or expression, disability, liability for military service, affectional or sexual orientation, atypical cellular or blood trait, genetic information (including the refusal to submit to genetic testing).


    Company Description

    WWP provides the cosmetics and personal care industries with a complete range of packaging components, custom and stock molding, full service turnkey operations, and specializes in custom-engineered solutions for a variety of unique product applications.

    Lead by our executive team with over 50 years of industry experience combined, WWP continues to build upon our core values of innovation, service and design. With dedicated component- and tube-manufacturing facilities, offices on the east and west coasts as well as in Suzhou, China, and a global sales team, WWP continues to expand its commitment to the development of groundbreaking solutions that fully meet our customers’ needs.

    See full job description

    Job Description


    As the food industry association, FMI works with and on behalf of the entire industry to advance a safer, healthier and more efficient consumer food supply chain.  Our Safe Quality Food Institute (SQFI) is a food safety and quality program that is recognized by food retailers, brand owners, and food service providers world-wide.  SQFI is currently looking for a Director, SQFI Financial Planning & Analysis to provide financial management of the SQFI program to guide the program towards achievement of annual financial budgets and goals.

    Partnering with the Chief Food Safety Assessment Officer & Senior Vice President, SQFI, the Director will provide financial insights that will facilitate the decision-making process and align capital and resource allocation within the SQFI budget.  More specifically, the Director will: develop and execute financial strategies both domestically and internationally to help SQFI achieve financial targets; create and manage budgets, contracts, as well as relationships with SQFI stakeholders and customers;  conduct market analysis and interpret results (including research data); generate reports that highlight business trends and key opportunities for improvement; and, develop business scorecards and metrics that support SQFI’s strategic business objectives to drive results.  The Director will also work alongside the sales team to create marketplace revenue and work with members of the SQFI team responsible for tracking invoices. 

    The person who will succeed in this multi-faceted, strategic role will have: an MBA and/or a bachelor’s degree in business, finance, accounting or another related field; seven to ten years of relevant experience; a proven track record of preparing and managing an event/program budget;  contract management experience; demonstrated negotiation and sound commercial management skills; excellent oral and written communication skills; strong time and project planning skills and be self-motivated with a natural ability to work under pressure.  Strong candidates should also have strong marketing, budget development and administration skills. Must be able to travel locally or out of town to select meetings and conferences throughout the United States.  International Institute of Business Analysis (IIBA) certification is a plus.

    FMI offers an outstanding benefits package including health, dental, vision, 401(k) plan, flexible spending plan, summer hours, 10 paid holidays, volunteer opportunities and much more!  Our headquarters is located in Arlington, Virginia just a few blocks away from the Crystal City Metro Station.  If you want to showcase your business skills in a fun, supportive, flexible environment that encourages personal and professional growth, please submit your resume to

    Company Description

    As the food industry association, FMI works with and on behalf of the entire industry to advance a safer, healthier and more efficient consumer food supply chain.

    FMI brings together a wide range of members across the value chain — from retailers who sell to consumers, to producers who supply the food, as well as the wide variety of companies providing critical services — to amplify the collective work of the industry.

    We provide members, from independent operators to the largest national and international players, a unique forum for actively coming together to engage in dialogue, collaboration and problem-solving as a community. We work together closely to understand the topics that matter most to our members and where FMI can provide the greatest value to them.

    Our advocacy yields a powerful voice around public policy and serves as a beacon for elevating the food industry’s stature and relevance. Our extensive research, insights and knowledge resources provide an instrumental educational platform for helping prepare and propel our members and their employees forward.

    FMI is a champion for the food industry and the issues that make a difference to our members’ fundamental mission of feeding and enriching society. The reach and impact of our work is extensive, ultimately touching the lives of over 100 million households in the United States and representing an $800 billion industry with nearly 6 million employees.

    See full job description

    Job Description

    This Financial Planning and Analysis Manager functions as a business partner, working directly with management team. Oversees financial analysis, financial planning/forecasting and business development support activities. Responsibilities include annual budgeting, and ongoing analysis of monthly operating performance, as well as support for growth opportunities.


    • Oversee preparation and analysis of the monthly reporting package and monthly department reports

    • Manage the annual budgeting process

    • Manage the established product cost model, ensuring that it reflects the most recent costs

    • Establish and maintain databases of pertinent information for use in analyzing business operating performance

    • Oversee the process with Manufacturing to develop product and production line templates for labor and run time standards

    • Champion the ERP implementation*

    • Other duties and projects as required by management


    Critical Operating Relationships:

    • The FP&A Manager reports to the Chief Operating Officer and will interact with senior management on a regular basis.



    • College degree in Finance, Accounting or Economics

    • MBA preferred


    • 5+ years cost experience in a manufacturing environment preferred


    • Ability to define problems, collect data, establish facts, and draw valid conclusions .

    • Ability to handle multiple projects under pressure.

    • Strong interpersonal skills, presentation skills, ability to work productively with all levels in the organization, time management skills & follow through.

    • Power Excel user and strong PowerPoint skills and working knowledge of ERP software

    • Confidentiality and trustworthiness

    • Understanding of relevant laws and best practices

    • Deadline conscious with the ability to multi-task and meet deadlines in a time sensitive environment.

    • Schedule flexibility needed during peak periods as is typical with all financial and accounting positions.

    Company Description

    Reliance Vitamin is a high growth consumer products company in the very “on trend” natural and organic space, and is comprised of three divisions:

    · Private Labeling of premium branded and private label products for various companies/retailers using 450 stock products and differentiating with over 50
    Patented and Trademarked raw materials.

    · Contract Manufacturing of premium powders, tablets and capsules differentiating with over 50 patented and trademarked raw materials, specializing in probiotics
    and plant proteins. Customer base is branded, domestic and international companies.

    · PlantFusion a leading plant-based nutritional brand distributed in retail venues and online.

    With over 30+ years in business, Reliance provides expertise and resources to deliver nutritional innovation that truly makes a difference in consumer’s lives. The Company is in the process of transforming to maximize its entrepreneurial culture and heritage while building enterprise practices to achieve sustainable performance.

    See full job description

    Job Description

     Contract Duration: 3 months with a chance to extend

    • Finance/Accounting 
    • Responsible for preparation of journal entries which includes fringe benefits, accruals, prepaid and deferrals, cross-charges, and inventory adjustments. 
    • Responsible to analyze the inventory reserve activity for each Business Unit and record the proper journal entries. 
    • Assist Financial Manager with annual budget preparation. 

    • Operations 
    • Responsible for Material Disposition Notices (MDN) and/or Inventory Disposition Notices (IDA) for GDC finished goods and returned goods for all divisions. Includes preparing, submitting, and obtaining approval, coordinating physical and systematic processes, and reconciliation. 
    • Responsible for the compliance of government inventory stock and reporting requirements. Also, leading annual audit. 
    • Assist inventory control team with inventory reconciliations (JDE to HighJump, clearing of dock locations, clearing of hold/in-transit accounts, receipt routing, and JDE stock status verification). 
    • Supervise distribution finance clerk and inventory management team. 

    • Overlap/As needed 
    • Responsible for assisting manager with conducting and completion of physical inventories. 
    • Team member on global distribution center projects. 
    • Assist global distribution center finance and inventory management teams with damaged, expired, and re-box inventory analysis. 


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

    • Ability to read and interpret financial reports. 
    • Must have the ability to understand Bard business, financial and distribution processes 
    • Ability to work with other departments 
    • Must understand GAAP 
    • Must have good analytical skills 
    • Must have good organizational skills 
    • Must have excellent oral and written skills 
    • Strong system knowledge in Microsoft Office (Excel & Word), JD Edwards, High Jump



    See full job description

    Job Description

    Our client a growing manufacturing company that is PE-owned is seeking a Financial Planning and Analysis Manager. In this role you will be responsible for supervising 1 direct report, responsibilities will include planning, forecasting, working with the board, monthly rolling reports, margin analysis, pricing, preparing board-decks for the executive leadership team. This role will provide top-level analysis. Seeking either a Senior Analyst that is ready for the next step or a recent FP&A Manager.


    Bachelor's degree in Accounting or Finance

    5+ years applicable experience

    CPA a plus

    Strong analysis experience at the corporate level

    Company Description

    Sanford Rose Associates® - JFSPartners is a leading multi-practice specialty search firm in the placement of professional, technical, and executive level talent. Our corporate vision is simple but powerful; to continually enhance the success of the organizations, people, and markets in which we serve. We are recognized as a top resource for many organizations and professionals seeking information, access to top-level candidates, or career enhancing opportunities. Our professional search consultants work closely with both clients and candidates to realize successful human capital solutions and strategies.

    Specialization is a key factor to our successful partnerships. Each of our specialized search practices are structured by functional specialty, industry, and geography--providing our clients and candidates with a highly informed, dedicated team of experts that understand the landscape of each of the marketplaces we serve.

    See full job description

    Job Description

    The Nautical Group is a retained executive search firm partnering with clients to identify and recruit outstanding individuals capable of serving key disciplines at the executive level. Our firm has been retained by New Hanover Regional Medical Center (NHRMC) in Wilmington in the search for their next Director of Financial Planning & Analysis (FP&A).

    Reporting to the VP/Controller, the Director of FP&A supervises NHRMC and related affiliate's (Health System) annual volume and operating forecast which exceeds $1B in operating revenue annually.  This role works closely with senior leadership and all levels of management to develop detailed revenue and operating expense budgets which ultimately serve as the Health System's general guideline for operations. The Director will oversee the preparation of capital plans to incorporate in the long-range capital and financial plans for the Health System. This position will also lead, assist and/or perform tasks related to preparing necessary pro formas for strategic/operational initiatives to be incorporated into the rolling forecast system. This includes serving as the primary coordination point for development of analytical tools for capturing, processing, recording and reporting the organization's interests in strategic or operational initiatives or business plans. In addition, the Director of FP&A will serve as the backup system administrator for the strategic planning and capital software, which includes creating and maintaining databases and using knowledge of database software for collection and tracking of data as it relates to financial performance measurement.  This position assumes a lead role in the implementation and upgrade of internal financial reporting systems (Strata) and oversees the analysis of departmental variances and works with department heads regarding operational performance.


    • Hire, train and develop staff who are responsible for the annual and rolling forecast, capital and long- range financial planning process for the Network.

    • Oversee the Annual Forecast (Budget) process for presentation to Senior Leadership and Finance Committee of the Board of Trustees for approval.

    • Coordinate the monthly review and quarterly update process for operating forecasts and monthly variance reporting.  Includes preparation and distribution of internal reports, analysis of change requests, monthly review with Senior Leadership and development of forecast presentation packages for Senior Leadership and Finance Committee of the Board of Trustees.

    • Oversee capital planning and presentation material to provide insight to Leadership for planning and scenario modeling purposes.

    • Design, develop and maintain financial projection models that support forecasting and strategic planning with full pro forma financial statements, including Income Statement, Balance Sheet, Cash Flow and key performance indicators (KPI's).

    • Meet monthly with executive leadership to present proposed changes to the forecast model (includes reviewing pro-formas and reporting changes to key performance indicators). Work closely with senior leadership to plan, organize, and lead NHRMC's volume, revenue, operating expense and capital planning process.

    • Support proposed business plans within the organization, including technical support related to accounting and financial reporting as a collaborating partner in strategic planning or operational initiatives. This includes assisting with the understanding of the processes in place and facilitating any required business plan preparation or review required by finance. are incorporated into the forecasting process.

    • Assist with the coordination of the periodic educational/training sessions related to various financial systems supported by Finance.

    • Work in conjunction with Information Services and other departments to implement forecasting system upgrades and conversions. Also, participates in the planning of other systems that impact the fiscal services division.

    • Responsible for data integrity, reporting, and maintenance of forecast related applications (Strata, Lawson). Requires understanding of data in various systems (Data Analytics Systems, Reimbursement Systems, etc.)

    • Assist with the dissemination financial information for review by Finance and present to senior leadership in such a manner as to promote clarity of understanding, promote effective operational decision-making and ensure an understanding of the financial ramifications of the decision alternatives.

    • Oversee the review, analysis and reconciliation of data input or entry activities using knowledge of database structure and reporting capabilities.

    • Perform other duties as assigned



    • Bachelor's Degree in Accounting, Finance or related field. Demonstrated proficiency in accounting required. Master's Degree in Accounting, Business (MBA) or related field required.

    • CPA preferred.

    • At least seven (7) years in accounting/finance positions within industry or public accounting field having demonstrated experience handling complex financial analysis.  At least 5 years of management experience is required. 

    • Knowledge of GAAP standards

    • Strong communications, analytical and advanced computer skills

    • Demonstrated knowledge and experience working with complex financial systems.  The ability to locate and extract relevant information from available resource materials is a must.

    • Proficiency with Excel is required.



    See full job description

    Job Description


    This position reports to the Vice President of Finance and works out of the corporate office.  A successful candidate will provide leadership, production and coordination of financial planning, budget management and financial reporting.  This position will also play a key role in the due diligence process for various business development and M&A activities.

    The following statements are illustrative of the essential duties of the job and do not include other non-essential or peripheral duties that may be required. We retain the right to modify or change the essential and additional functions of the job at any time.

    1.    Full preparation of annual operating budget working with department heads and senior management
    2.    Prepare periodic forecasts and various financial models for senior management
    3.    Work closely with business development team in due diligence process to build financial models and review materials provided by targets
    4.    Assist in continued development of financial, operational and quality-based reporting
    5.    Assist in preparation of quarterly materials for Board of Directors meetings
    6.    Work with Operations Directors to review monthly performance and help identify trends and corrective action plans
    7.    Manage and assist in continued development of existing Financial & Reporting Analyst
    8.    Assist in capital purchase analysis with Operations Directors
    9.    Other duties as assigned

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required for this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Required Education:
    •    Bachelor’s Degree in Business, Finance or Accounting

    Required Experience:
    •    Minimum 8 years of experience in operational and financial analytics with at least 3 years at a management level

    Preferred Experience:
    •    Multi-site healthcare experience Strongly Preferred
    •    Private Equity backed company experience Strongly Preferred

    Required Skills:
    •    Excellent attention to detail with ability to step back and grasp the big picture
    •    Expert use of Microsoft Excel and associated programs
    •    Ability to quickly learn software and reporting systems and provide leadership in data dissemination
    •    Ability to produce accurate information within tight time frames and simultaneously manage several projects.

    This position will have supervisor responsibility of the Financial and Reporting Analyst.

    ●    While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  
    ●    Occasionally required to walk; sit; and stoop, kneel, crouch, or crawl.  
    ●    Frequently lift and/or move up to 10 pounds and occasionally lift and/or move more than 25 pounds.  
    ●    Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

    Work Environment
    The above statements describe the general nature and level of work performed by people assigned to this classification.  They are not an exhaustive list of all responsibilities, duties and skills required of personnel so classified.  All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.


    Company Description

    OnPoint Medical Group is a dynamic, high-growth healthcare services company providing quality Primary and Urgent Care options to the South Denver Metro area. Backed by private equity, the company is looking to continue its growth through both future acquisitions and organic growth. The company’s senior management team is comprised of experienced and successfully proven healthcare executives working to build the premier, private healthcare option in both the Primary and Urgent Care fields in our market.

    See full job description

    Job Description


    Key Responsibilities

    •            Work in partnership with the Associate Director to forecast and report results on a monthly, quarterly and annual basis to senior leadership; own the process of updating the Finance ERP system Adaptive for Opex and headcount.

    •            Own the creation and maintenance of monthly management reporting; becoming a super-user in Adaptive, in order to design new reports, enhance existing reports, and reconcile Opex during month end and forecasting cycles.

    •            Collaborate with the Associate Director to explain trends and variances from Investment Plan to senior leadership; providing robust, business critical insight to leaders thus driving timely and accurate business decisions

    •            Partner closely with Accounting, Procurement and other groups across the organization to ensure requests are procured and accounted for accurately on company’s financials (including the approval of Purchase Requisitions in the Procurement system and coordinating monthly accruals with Accounting team partners)

    •            Drive process improvements and efficiencies, identifying potential cost saving to make budget tradeoffs

    •            Help drive financial education, accountability, and operational excellence throughout the organization

    •            Assist with ad hoc analysis and projects, as needed



    o            Experience in the biotech or pharmaceutical industry preferred

    o            Understanding and compliance with applicable Sarbanes Oxley requirements

    o            Highly proficient in MS Excel; experience with SAP preferred; experience with Adaptive preferred

    o            Strong work ethic and team player

    o            Able to handle multiple assignments and manage competing priorities with tight deadlines

    o            High degree of professionalism

    o            Ability to work sensitively with confidential material

    o            Strong interpersonal (verbal and written) communication skills

    o            Comfortable communicating with various levels of management

    o            Organizational, multi-tasking, and prioritizing skills



    o            Bachelor’s degree in Accounting or Finance related field

    o            Minimum of 3 years relevant experience


    Company Description

    Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer, M/F/D/V. Click here to contact us if you are an individual with a disability and require accommodation in the application process.

    See full job description

    Job Description


    LBC Credit Partners (“LBC”) is a middle market direct lending and alternative credit investment firm headquartered in Radnor, Pennsylvania, with offices in Atlanta, Chicago, Los Angeles and New York.  With a team of over 60 professionals, LBC has invested over 6.4 billion across a wide range of industries since it was founded in 2005. LBC helps to facilitate acquisitions, buyouts, growth capital investment and recapitalizations, refinancing and restructuring primarily through investments in senior and junior debt along with equity co-investment.


    Reporting to the Managing Director of Finance and Accounting and working closely with treasury and senior management, the Manager of Financial Planning and Analysis (“FP&A”) role at LBC will support all aspects of LBC’s activities, including serving as a business partner to the investor relations, investment, and portfolio management teams. This role would be in the company’s headquarters in Radnor, Pennsylvania.


    Forecasts, Budgeting, and Analytics

    •         Develop a strong understanding of LBC’s business model to respond to requests from management, investors, banks, and members of the finance team and other.

    •         Work with Finance and Treasury to prepare, enhance, and standardize frequently required reports, forecasts, budgets, and analytics

    •         Implement a reporting framework and calendar that will allow for on-time reporting and analysis of scheduled reports, forecasts, and budgets, with enough flexibility to handle frequent ad-hoc reporting and analysis

    •         Develop new financial models and analyses to support strategic initiatives

    •         Analyze and process complex financial information and reports to provide timely and actionable data to management for decision making purposes

    •         Frequently meet with senior management to present analytics and to discuss conclusions and recommendations

    •         Bank modeling, portfolio stress testing and assisting in leverage facility negotiations

    Key Performance Indicators (“KPI’s”):

    •         Collaborate with management to determine the KPI’s that align with business goals and that will provide real-time and actionable feedback to stakeholders

    •         Determine the data sets and process refinements that are required to monitor, analyze, and report on KPI trends and work with department heads to rapidly implement required reporting and process enhancements

    •         Monitor KPI’s, highlighting trends and analyzing causes of unexpected variance

    Business Intelligence, Database, and Dashboarding Tools

    •         Utilize a business intelligence tool and/or dashboard reporting to convey frequently requested analytics to management, where efficient and practical.

    •         Improve performance by evaluating processes and data architecture, with a focus on practical, accurate, and repeatable data collection, retrieval, and analysis in conjunction with IT and outside vendors

    •         Collaborate with department heads to ensure timely collection of reviewed data.



    The ideal candidate should be a motivated self-starter and team player who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background – including both finance and accounting skills, excellent communication and presentation skills. Qualified candidates should also possess the following:

    •         Bachelor's Degree in Accounting, Finance, or other closely related discipline.

    •         5+ years of experience in FP&A in financial services (private debt, private equity, asset management, banking, etc.) or 10+ years of FP&A experience in another industry

    •         Ability to construct complex financial models, with multiple scenarios that can be altered in real time.

    •         Expert level Microsoft Excel skills.  Advanced knowledge of Office Suite.

    •         Experience with Relational Database Systems and SQL.

    •         Experience distilling, preparing, and presenting results of forecasts and analyses to upper level management.

    •         Familiarity with analytics technologies including PowerBI, Azure Databricks, Tableau, Qlik

    •         Knowledge of bank loans and/or direct lending a plus

    •         Experience with Monte Carlo simulations or similar modelling tools a plus

    •         Demonstrates ability to effectively deal with highly sensitive, confidential information.

    •         Highest standards of accuracy and precision; highly organized.

    •         Articulate with excellent verbal and written communication skills

    •         Ability to think creatively, highly driven and self-motivated

    •         Demonstrates ability to roll-up sleeves and work with team members in a hands-on capacity

    •         Strong attention to detail, and a sense of urgency in gathering, synthesizing and communicating information.

    •         Ability to work and contribute to a team-building environment.

    •         Demonstrates the highest levels of ethics, values and integrity; be respected within previous organizations as being a trusted professional

    •         Holds self and others to the highest personal and professional standards


    Company Description

    LBC Credit Partners (“LBC”) is a middle market direct lending and alternative credit investment firm headquartered in Radnor, Pennsylvania, with offices in Atlanta, Chicago, Los Angeles, and New York. With a team of over 50 professionals, LBC has invested over $6.4 billion across a wide range of industries since it was founded in 2005. LBC helps to facilitate acquisitions, buyouts, growth capital investments, recapitalizations, refinancings and restructurings primarily through investment in senior and junior debt along with equity co-investment.

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