Application and Interview Impersonation Notice:&#xA0; Impersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (&#x201C;Precisely&#x201D;) is unlawful. &#xA0;If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely&apos;s 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a &quot;work from anywhere&quot; culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it&apos;s an exciting time to join Precisely!Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools to accelerate their work, improve output quality, and eliminate low-value tasks. Candidates should be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT) in their day-to-day workflows, able to evaluate AI-generated outputs critically, and open to continuously adopting new AI capabilities as they emerge. This position is 100% remote anywhere in the USOverview:As a Senior Financial Analyst, your focus will be on taking ownership of a number of key FP&amp;A processes. As part of the FP&amp;A team, you will ensure operational plans are aligned with financial goals and create transparency that allows us to make the right decisions. The Senior Financial Analyst will play a key role in developing and maintaining reporting, analytics, and modeling that provides valuable insight into the company. In this role, the Senior Financial Analyst will gain deep, hands-on operating experience at a venture-backed software firm. They will also have unique exposure to the CFO and senior executives across functional groups.What you will do:<ul><li>Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis</li><li>Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups</li><li>Participate in long-range planning process, including the creation and/or maintenance of Precisely&apos;s long-range model and supporting ad-hoc analyses to inform the model</li><li>Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely&apos;s financial and strategic goals</li><li>Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions</li><li>Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines</li><li>Support ad hoc projects and strategic initiatives</li></ul>What we are looking for:Required:<ul><li>Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).</li><li>Minimum 3 years of relevant FP&amp;A experience, including financial modeling, forecasting, and reporting is required.</li><li>Specific technical or software skills required Advanced Microsoft Excel (complex formulas and modeling techniques); experience with AI productivity tools (Claude, Microsoft Copilot).</li></ul>AI Skills/Knowledge: <ul><li>Experience with AI productivity tools such as Claude and Microsoft Copilot required.</li><li>Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.</li></ul>Preferred Skills (a plus but not required): <ul><li>Demonstrated ability to develop long-range financial models or three-statement financial models.</li></ul>&#xA0;&#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0; &#xA0;&#xA0; The personal data that you provide as a part of this job application will be handled in accordance with relevant laws. For more information about how Precisely handles the personal data of job applicants, please see the Precisely Candidate Privacy Notice

Senior Financial Analyst - Corporate FP&A

Requisition Number: 30160 Required Travel: 0 - 10% Employment Type: Full Time/Salaried/Exempt Anticipated Salary Range: $56,001.00 - $90,000.00 Security Clearance: None Level of Experience: Mid Meet HII&#x2019;s Mission Technologies Division Our team of more than 7,000 professionals worldwide delivers all-domain expertise and advanced technologies in service of mission partners across the globe. Mission Technologies is leading the next evolution of national defense &#x2013; the data evolution - by accelerating a breadth of national security solutions for government and commercial customers. Our capabilities range from C5ISR, AI and Big Data, cyber operations and synthetic training environments to fleet sustainment, environmental remediation and the largest family of unmanned underwater vehicles in every class. Find the role that&#x2019;s right for you. Apply today. We look forward to meeting you. To learn more about Mission Technologies, click here for a short video: https://vimeo.com/732533072 Leadership Mindset at HII &#x2013; Mission Technologies Role Leadership at HII is a mindset, not a title. Through our Leadership Capability Framework, we define how every employee grows, leads, and contributes&#x2014;regardless of role. It sets the standard for how you can develop yourself and what you can expect from leaders across our organization. We look for candidates who want to grow in alignment with these capabilities: <ul><li>Know &amp; Grow Your People &#x2013; Commit to learning and supporting team success.</li><li>Build Relationships &#x2013; Communicate openly, collaborate well, and build trust.</li><li>Take Ownership &#x2013; Deliver on commitments and take pride in your work.</li><li>Customer First &#x2013; Focus on the mission and those we serve.</li><li>Shape the Future &#x2013; Bring ideas, curiosity, and continuous improvement.</li><li>Act with Urgency &#x2013; Take initiative and follow through with purpose. </li></ul>These capabilities guide how all employees contribute to our shared success across Mission Technologies. Summary HII Mission Technologies is seeking a proactive and detail&#x2011;oriented Accountant with a strong foundation in financial accounting, revenue recognition, and multi&#x2011;entity reporting. The ideal candidate brings solid hands&#x2011;on accounting experience, a strong grasp of GAAP, and the initiative to take ownership of assigned tasks while contributing to process improvements. This remote role reports to the Manager of Financial Reporting, Revenue Recognition, and SOX Compliance and supports month&#x2011;end close, intercompany accounting, revenue recognition activities, and ongoing enhancements within the accounting function. What You Will Do <ul><li> Prepare fluctuation analyses and financial schedules for assigned entities.</li><li> Perform monthly balance sheet and intercompany reconciliations with a high degree of accuracy.</li><li> Review customer contracts to support proper revenue recognition under ASC 606.</li><li> Support month&#x2011;end and year&#x2011;end close activities, including journal entries, accruals, and account analysis.</li><li> Assist with audit-related requests by preparing schedules and supporting documentation.</li><li> Work within ERP and consolidation systems (including OneStream) to support reporting and data accuracy.</li><li> Build and maintain basic-to-moderate automation solutions (e.g., RPA bots, workflow automation, excel/ power query- based tools, scripts) to reduce manual effort and improve accuracy.</li><li> Participate in special projects including system implementations, reporting enhancements, and internal control (SOX) initiatives.</li><li> Uphold adherence to GAAP, internal policies, and internal control standards. </li></ul>What We&apos;re Looking For <ul><li>3 years relevant experience with Bachelors in related field; or 1 year relevant experience with Masters in related field.</li><li> Strong understanding of GAAP, core accounting principles, and financial statements.</li><li> Experience with multi-entity accounting or consolidations.</li><li> Hands&#x2011;on experience with reconciliations, close processes, and journal entries.</li><li> Experience working with a mid&#x2011;to&#x2011;large ERP system.</li><li> Ability to build or enhance accounting tools using Excel (macros, formulas, templates, Power Query, etc.).</li><li> Strong analytical and problem-solving abilities with demonstrated attention to detail.</li><li> Ability to communicate effectively and collaborate across departments.</li><li> Comfortable working in a fast&#x2011;paced, deadline&#x2011;driven environment. </li></ul>Preferred Experience <ul><li>CPA certification (or actively pursuing)</li><li>Experience with Deltek Costpoint, OneStream, SAP or other ERP/ consolidation systems.</li><li>Hands-on experience with financial consolidation tools (OneStream, CFIN, SAP Analytics Cloud, etc.)</li><li>Experience with RPA tools or similar automation platforms.</li><li>Experience with technical accounting research and memo preparation</li><li>Experience with data visualization/ reporting tools (Power BI, Tableau, etc.) </li></ul>Who Excels In This Role <ul><li>The ideal candidate will have strong hands&#x2011;on experience in full&#x2011;cycle accounting, GAAP and ASC 606 revenue recognition, detailed account reconciliations, and multi&#x2011;entity month&#x2011;end close processes.</li><li>They will demonstrate advanced analytical skills, familiarity with SOX controls, and the ability to review contracts, analyze financial variances, and support audits.</li><li>Candidates with experience in fast&#x2011;paced environments, particularly those with Big 4 audit backgrounds, technical accounting exposure, and proficiency in ERP systems and automation tools, will excel in this role and align closely with the team&#x2019;s expectations. </li></ul>The listed salary range for this role is intended as a good faith estimate based on the role&apos;s location, expectations, and responsibilities. When extending an offer, HII&apos;s Mission Technologies division takes a variety of factors into consideration which include, but are not limited to, the role&apos;s function and a candidate&apos;s education or training, work experience, and key skills. HII is more than a job - it&#x2019;s an opportunity to build a new future. We offer competitive benefits such as best-in-class medical, dental and vision plan choices; wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid holidays and paid time off; tuition reimbursement; as well as early childhood and post-secondary education scholarships. Bonus/other non-recurrent compensation is occasionally offered for qualified positions, and if applicable to this role will be addressed by the recruiter at the screening phase of application. Why HII We build the world&#x2019;s most powerful, survivable naval ships and defense technology solutions that safeguard our seas, sky, land, space and cyber. Our workforce includes skilled tradespeople; artificial intelligence, machine learning (AI/ML) experts; engineers; technologists; scientists; logistics experts; and business administration professionals. Recognized as one of America&#x2019;s top large company employers, we are a values and ethics driven organization that puts people&#x2019;s safety and well-being first. Regardless of your role or where you serve, at HII, you&#x2019;ll find a supportive and welcoming environment, competitive benefits, and valuable educational and training programs for continual career growth at every stage of your career. Together we are working to ensure a future where everyone can be free and thrive. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law. Do You Need Assistance? If you need a reasonable accommodation for any part of the employment process, please send an e-mail to buildyourcareer@hii-co.com and let us know the nature of your request and your contact information. Reasonable accommodations are considered on a case-by-case basis. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. Additionally, you may also call 1-844-849-8463 for assistance. Press #3 for HII Mission Technologies.

Accountant (Remote) (Accountant 2) 30160

Who is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. How You&#x2019;ll Make an ImpactThe Senior Financial Analyst partners with the Finance Manager to support the credit union&#x2019;s financial management activities, including financial planning and analysis (FP&amp;A), balance sheet management, liquidity analysis, treasury support, risk management, and strategic decision support. This role combines strong financial acumen with a continuous improvement mindset, leveraging modern analytics, automation, and business intelligence tools to enhance forecasting, operational efficiency, and organizational performance. The position serves as a key business partner across the organization, transforming financial data into actionable insights that support executive decision-making.The successful candidate will bring experience from a bank or credit union environment and possess the curiosity and adaptability to help modernize finance processes, embrace emerging technologies, and deliver meaningful business insights that support strategic decision-making. What You&#x2019;ll Be Doing <ul><li>Financial Planning and Analysis: Facilitate the development and consolidation of forecasts and long-range financial plans. Analyze variances and provide clear, actionable recommendations to business leaders. Partner with department leaders to evaluate assumptions and improve financial predictability. Develop financial models, management reporting packages, dashboards, and forecasting tools that support executive decision-making and organizational growth.</li><li>Data &amp; Technology Enablement / AI Utilization: Leverage financial systems, business intelligence tools, automation solutions, and emerging AI technologies to enhance forecasting, reporting, and decision-making. Identify opportunities to improve efficiency through automation, workflow optimization, dashboard development, and enhanced data analytics capabilities. Support the adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions</li><li>Balance Sheet &amp; Treasury Management: Support balance sheet management activities, including liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting. Assist with interest rate risk analysis, scenario modeling, and asset/liability management initiatives. Provide recurring and ad hoc analysis to guide financial performance and capital allocation.</li><li>Risk Management: Support enterprise risk management activities through financial analysis, risk reporting, and periodic risk assessment processes. Partner with business leaders to identify and evaluate financial and operational risks and support mitigation planning.Investment, ROI &amp; Profitability Analysis: Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making.</li><li>Reporting, Controls &amp; Compliance: Perform general ledger analysis, reconciliation, and ensure integrity of financial data. Maintain and update financial policies, procedures, and internal controls. Ensure compliance with GAAP, regulatory requirements, and internal standards.</li><li>Stakeholder Engagement: Partner with leaders across the organization to deliver financial insights and recommendations. Communicate complex financial concepts clearly to non-financial stakeholders. Promote a collaborative, service-oriented work environment.</li><li>Continuous Improvement &amp; Industry Awareness: Stay informed of industry trends, regulatory changes, and emerging technologies. Identify opportunities to improve processes, reporting capabilities, and financial performance.</li><li>Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.</li><li>Performs additional duties as required.</li></ul> What You Bring to the Team <ul><li>Bachelor&#x2019;s degree in Finance, Accounting, or related field.</li><li>4+ years of experience within a bank or credit union finance organization, including exposure to FP&amp;A, treasury, ALM, liquidity management, profitability analysis, financial reporting, or related disciplines.</li><li>Demonstrated experience developing financial models, forecasts, budgets, management reporting, and business performance analysis.</li><li>Strong analytical, critical thinking, problem-solving, and financial modeling skills with the ability to translate complex data into actionable business insights.</li><li>Ability to manage multiple priorities independently adapt to changing business needs and consistently meet deadlines in a fast-paced environment.</li><li>High level of integrity, professionalism, accountability and attention to detail.</li><li>Advanced proficiency in Excel; including financial modeling and data analysis; working knowledge of financial systems, data management tools, and reporting platforms.</li><li>Experience leveraging technology to improve financial analysis, reporting, forecasting, or process efficiency.</li><li>Experience with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies.</li><li>Experience leveraging technology to improve financial analysis, forecasting, reporting, or process efficiency.</li><li>Demonstrated curiosity and willingness to adopt emerging technologies, automation solutions, and AI-assisted tools to enhance decision-making and operational efficiency.</li><li>Strong communication and relationship-building skills, with the ability to effectively present financial insights and recommendations to leaders and cross-functional stakeholders.</li></ul> Where You Can WorkCandidates must reside within the United States. We are not able to consider applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico.Quorum&apos;s opportunities are based in the U.S., and U.S. work authorization is required. We are not able to provide current or future sponsorship. Compensation &amp; RewardsCompensation for this role is $94,300 - $114,300 per year with the potential for discretionary incentive compensation based on both company and individual performance. Benefits That Support You<ul><li>Excellent health insurance packages with a Health Reimbursement Account option</li><li>Life, AD&amp;D, Short-Term Disability and Travel Insurance</li><li>401k plan with company match dollar for dollar up to 6 percent*</li><li>Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays</li><li>Monthly stipend for wellness activities and mental health*</li><li>Tuition reimbursement</li><li>Pet Benefits, including insurance, discounts, &#x201C;pawternity&#x201D; PTO day, and more</li><li>Bonus/commission plan for qualifying roles</li><li>Employee perks (including mortgage discounts!)</li><li>PTO purchase and sell-back programs</li><li>Rewards and peer recognition programs</li><li>Trust-based, out-come oriented remote work environment for most roles</li></ul>*After 6 months of service Interview Process &amp; AI UsageWe embrace technology and are enthusiastic about the role AI can play in helping people work more effectively. We recognize that candidates may use AI tools to prepare for opportunities, research organizations, or refine application materials. During interviews and assessments, however, we are most interested in understanding your own experiences, judgment, problem-solving approach, and communication style. Please be prepared to discuss your work, decisions, accomplishments, and thought process in your own words. We look forward to getting to know the person behind the application. Important Compliance Information<ul><li>Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.</li><li>Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.</li><li>Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.</li><li>This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.</li><li>Each employee is required to uphold the Credit Union&apos;s compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.</li><li>This document does not create an employment contract, implied or otherwise, other than an &quot;at-will&quot; relationship.</li></ul>

Senior Financial Analyst

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You&#x2019;ll find an environment that inspires and empowers you to thrive both personally and professionally. There&#x2019;s no one like you and that&#x2019;s why there&#x2019;s nowhere like RSM. Supervising Financial Analyst Risk &amp; Regulatory Consulting, LLC (Regulatory Insurance) Work from home- US location Position Overview The Supervising Financial Analyst will primarily perform financial analysis and regulatory consulting services on behalf of Risk &amp; Regulatory Consulting LLC (RRC) clients, mainly state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth. Specific Duties And Responsibilities <ul><li>Perform risk-focused financial analysis to assess insurer financial condition and compliance with laws and regulations</li><li>Perform holding company system analysis and other group-supervision services</li><li>Review insurer regulatory filings, including requests to approve acquisitions, transactions, dividends and restructurings</li><li>Review company licensing and expansion applications</li><li>Assist in responding to troubled-company situations</li><li>Recommend actions to help enhance insurer solvency and ensure compliance with laws and regulations</li><li>Prepare clear, complete, concise, and informative documents and reports</li><li>Oversee the quality and consistency of the analytical review process, ensuring appropriate depth of analysis, thorough documentation, and timely resolution of identified issues.</li><li>Evaluate and validate conclusions regarding insurer priority levels, recommending adjustments as necessary to ensure alignment with regulatory expectations and risk assessments.</li><li>Assess determinations of insurer compliance with applicable state laws, regulations, and NAIC standards, ensuring accuracy and completeness.</li><li>Lead, mentor, and support RRC and client financial analysts, fostering professional development and promoting a culture of continuous improvement.</li><li>Maintain and expand expertise in insurance regulatory matters, including statutory accounting principles, insurance laws and regulations, and evolving regulatory best practices. </li></ul>Required Background And Experience <ul><li>Bachelor&apos;s Degree in Accounting or Finance; MBA or other relevant advanced degree preferred</li><li>Minimum of 7-10+ years relevant experience as a financial analyst, accountant, auditor or examiner with a state insurance department, regulatory insurance consulting firm, public accounting firm or insurance company</li><li>Insurance industry or regulatory experience is a must</li><li>Dynamic/flexible demeanor with exceptional client-service skills</li><li>Strong interpersonal, presentation, analytical and analysis skills</li><li>Self-motivation, ability to work well independently and with a sense of urgency</li><li>Team building and development skills</li><li>Strong ethical behavior and adherence to professional standards</li><li>Excellent organizational skills and the ability to effectively manage multiple tasks, projects and assignments</li><li>Strong PC skills, including experience in MS Office</li><li>Strong written and verbal communication skills</li><li>Ability to routinely work from home, with the flexibility to travel periodically</li><li>Strong commitment to staff development through effective coaching, guidance, and performance oversight.</li><li>Ability to provide clear and consistent supervision to staff analysts, ensuring timely and high-quality completion of work.</li><li>Ability to review and evaluate the work of others with a critical eye, constructively challenging conclusions and offering actionable feedback. </li></ul>Preferred Background And Experience <ul><li>Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE) or Certified Public Accountant (CPA))</li><li>Experience using TeamMate </li></ul>Risk &amp; Regulatory Consulting, LLC (RRC), an affiliate of RSM, is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. RRC offers services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. RRC is a results-oriented firm committed to success that builds long-term relationships with its clients. www.riskreg.com At RSM, we offer a competitive benefits and compensation package for all our people.&#x202F;We offer flexibility in your schedule, empowering you to balance life&#x2019;s demands, while also maintaining your ability to serve clients.&#x202F;Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.&#x202F;RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee&#x2019;s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $81,400 - $153,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Supervising Financial Analyst

Director of Financial Planning &amp; Analysis (FP&amp;A) Location: Remote&#xA0;(Canada or USA) Department: Finance Reports to: VP Finance Employment Type: Full Time About Cove DrinksCove Drinks makes better-for-you beverages that people actually want to drink again. We&apos;re a fast-growing challenger in the Canadian beverage market, and we&apos;re building a finance team that can move as quickly and confidently as the rest of the business. The RoleCove Drinks is looking for a Director of FP&amp;A to lead financial planning, forecasting, and business analysis across the company. This role owns the annual budget process, monthly forecasting, and long-range planning, and acts as a strategic partner to the leadership team &#x2014; translating financial data into decisions that drive growth. The ideal candidate has deep experience in consumer packaged goods (CPG), where margin discipline, trade spend, and volume/mix dynamics are second nature. Key Responsibilities<ul><li>Lead the annual budgeting process and monthly/quarterly forecasting cycles across revenue, gross margin, trade spend, and operating expenses.</li><li>Build and maintain financial models that support pricing decisions, new product launches, and channel/customer profitability analysis.</li><li>Partner with Sales, Marketing, and Supply Chain leadership to track performance against plan and flag risks and opportunities early.</li><li>Own monthly management reporting, including variance analysis and clear, actionable commentary for the executive team and board.</li><li>Develop long-range financial plans that support fundraising, capacity planning, and strategic decision-making.</li><li>Manage trade spend and promotional ROI analysis specific to CPG go-to-market models.</li><li>Build and mentor an FP&amp;A function as the company scales, including hiring and developing analysts.</li><li>Improve financial systems, tools, and processes to increase forecasting accuracy and reporting efficiency.</li><li>Support ad hoc financial analysis for pricing, M&amp;A, capital allocation, and new market entry.</li></ul> Qualifications<ul><li>8+ years of progressive FP&amp;A or corporate finance experience, including people management.</li><li>Required: prior experience in CPG (food, beverage, or consumer products), with direct exposure to trade spend, gross-to-net revenue, and retail/distributor channel economics.</li><li>Bachelor&apos;s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus.</li><li>Advanced financial modeling skills and fluency in Excel/Google Sheets; experience with FP&amp;A or ERP platforms (e.g., NetSuite, Adaptive Insights, Anaplan) preferred.</li><li>Track record of partnering with cross-functional leaders (Sales, Marketing, Supply Chain, Operations) to drive business performance.</li><li>Strong communication skills, with the ability to translate complex financial data into clear recommendations for non-finance stakeholders.</li><li>Comfortable operating in a fast-paced, high-growth environment with evolving processes.</li><li>Experience supporting fundraising, investor reporting, or board-level presentations is a plus.</li></ul> What Cove Drinks Offers<ul><li>Competitive base salary and benefits&#xA0;</li><li>A collaborative, fast-moving team environment&#xA0;</li><li>The opportunity to shape the growth trajectory of a fast-growing beverage brand&#xA0;</li></ul> Cove Drinks is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Director of Financial Planning & Analysis (FP&A)

Department: Corporate DevelopmentLocation: 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801Compensation: $130,000 - $200,000 base salary Description Astrana is scaling nationally through acquisitions, provider group partnerships, and new market entry. The Corporate Development team sits at the center of that growth: sourcing and evaluating targets, building the valuation and deal models that drive investment decisions, and carrying transactions through diligence, close, and integration. We are hiring a Senior Manager or Director of Corporate Development (title commensurate with experience) to own deal analytics end to end &#x2014; from first-pass screening through board-ready valuation work &#x2014; and to serve as the organizational backbone for post-close integration. This is a high-visibility role with direct exposure to executive leadership and the transactions that define Astrana&apos;s national footprint. What You&apos;ll Do <ul><li>Build and own valuation analyses for acquisition and partnership targets, including discounted cash flow (DCF), comparable company, precedent transaction, and accretion/dilution analyses</li><li>Construct and maintain detailed operating and deal models in Excel, including membership, PMPM revenue, medical cost, and synergy assumptions specific to value-based care economics</li><li>Lead financial and operational due diligence workstreams: manage data rooms, coordinate diligence request lists across finance, legal, clinical, and IT functions, and synthesize findings into clear go/no-go recommendations</li><li>Prepare investment committee memos, board materials, and executive presentations that translate analysis into decisions</li><li>Support deal execution: LOI and term sheet analytics, purchase price mechanics, working capital and earnout structuring support alongside legal and finance</li><li>Drive post-close integration planning and execution: build integration workplans, track milestones and synergy capture, run cross-functional integration meetings, and escalate risks early</li><li>Maintain the corporate development pipeline: track targets, manage CRM hygiene, and produce recurring pipeline reporting for leadership</li><li>Conduct market landscaping and competitive analysis for new geographies and adjacencies </li></ul>Qualifications <ul><li>At least years of experience in investment banking, management consulting, private equity, or corporate development (Senior Manager: 3+ years; Director: 5+ years with demonstrated deal leadership)</li><li>Demonstrated fluency in valuation methodologies: you can build a DCF from a blank workbook and defend every assumption in it</li><li>Advanced Excel modeling skills: three-statement models, scenario/sensitivity toggles, clean auditable structure</li><li>Healthcare experience or a demonstrated, specific interest in healthcare, ideally provider services, value-based care, managed care, or healthcare services M&amp;A</li><li>Exceptional organizational skills: you can run multiple diligence and integration workstreams simultaneously without dropping threads</li><li>Strong written and verbal communication; able to distill complex analysis for executive and board audiences</li><li>Bachelor&apos;s degree in finance, economics, accounting, or a related field</li></ul>You&apos;re Great for This Role If<ul><li>You have worked on healthcare services transactions: independent practices, physician groups, IPAs, MSOs, risk-bearing organizations, or adjacent provider services</li><li>You understand value-based care economics: capitation, risk adjustment, shared savings, and medical loss dynamics</li><li>You have supported or led post-merger integration and know what a good integration workplan looks like</li><li>You are comfortable with ambiguity and can build the first version of an analysis without a template</li><li>You are proficient in PowerPoint and can produce board-quality materials quickly</li><li>You have experience with data room platforms and pipeline/CRM tools </li></ul>Environmental Job Requirements and Working Conditions <ul><li>Remote, US based position - with preference for candidates based in the greater Los Angeles area.</li><li>Periodic travel required for target site visits, diligence sessions, and integration support (estimated 25%)</li><li>The base salary compensation target pay range for this role is: $130,000 &#x2013; $160,000 (Senior Manager) / $160,000 &#x2013; $200,000 (Director), plus annual bonus eligibility. The salary range represents our national target range for this role. Actual compensation will be determined based on level, geographic location (current or future), experience, and other job-related factors.</li></ul>

Sr. Manager / Director - Corporate Development

For our client, we are seeking a Director, Strategic Finance - Consolidation to join the team of a leader in the Consumer Technology space. This leader will own core forecasting and consolidation work that supports executive decision-making and long-range planning. The role will partner closely with finance leadership and cross-functional stakeholders to translate operational assumptions into accurate financial outcomes. You will also help shape board-level storytelling, management reporting, and scalable planning processes in a fast-moving, high-growth environment. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $210,000 &#x2013; $266,000 annually Responsibilities <ul><li> Own the comprehensive financial forecast and ensure accuracy</li><li> Oversee timely monthly and quarterly reporting with management insights</li><li> Develop a long-range financial model that aligns with strategic goals</li><li> Coordinate and manage the annual budgeting process across functions</li><li> Deliver high-quality board and investor materials with minimal revisions</li><li> Synthesize cross-team narratives into cohesive insights for leadership</li><li> Build repeatable and scalable forecasting and reporting processes </li></ul>Qualifications <ul><li> 12+ years of relevant finance experience with proven data-driven impact</li><li> Experience in FP&amp;A, Corporate Finance, or Strategic Finance in a high-growth tech company</li><li> Deep understanding of GAAP financial statements and comfort with GAAP/non-GAAP frameworks</li><li> Advanced proficiency in Excel/Sheets for building complex financial models</li><li> Strong communication skills to articulate complex financial data clearly to stakeholders</li><li> Proven experience in managing high-performing Finance teams</li><li> Ability to navigate a fast-paced, ambiguous environment </li></ul>Benefits <ul><li> Remote work flexibility with a flexible remote-first policy</li><li> Eligibility for new hire equity grants and annual refresh grants</li><li> Access to market-competitive compensation and benefits</li><li> Opportunity to work in dynamic office locations in San Francisco or New York City as needed </li></ul>Our client is an equal opportunity employer. We encourage you to apply even if you don&#x2019;t meet every qualification&#x2014;your background could be exactly what this team needs.

Director, Strategic Finance - Consolidation

We are seeking a highly motivated and self-directed individual with extensive experience in financial management for nonprofits. Candidates must have deep expertise in nonprofit accounting and substantial experience running a finance department. Experience <ul><li>20+ years of nonprofit accounting, demonstrating proficiency in managing an organization&#x2019;s accounting and finances, preferably in the arts sector.</li><li>Extensive experience and comfort in leading financial strategy creation for organizations.</li><li>Extensive experience in leading a finance department and managing all aspects of financial operations including accounting software and transactions management.</li><li>Extensive experience in creating financial management documents for both board and staff.</li><li>Master&#x2019;s degree in relevant field preferred. </li></ul>Please note: All candidates must have experience working directly in a finance department. Knowledge/Skills/Abilities <ul><li>Ability to train staff on complex financial concepts.</li><li>Ability to create and implement organization-wide systems.</li><li>Ability to review high level work to ensure accuracy.</li><li>Proven ability to effectively manage 3-5 direct reports and drive projects to completion.</li><li>Dedication to delivering excellent client service.</li><li>Exceptional organizational skills with the capability to handle multiple time-sensitive priorities.</li><li>In-depth knowledge of GAAP and nonprofit accounting, reporting, and compliance.</li><li>Expertise in utilizing Excel and QuickBooks Online.</li><li>Strong communication skills.</li><li>A genuine interest in the performing and/or visual arts. </li></ul>Benefits <ul><li>100% remote work</li><li>Full dental and health</li><li>3 weeks paid vacation</li><li>401k with company match</li><li>Paid parental leave </li></ul>The Managing Consultant role is a full-time position that works within the company&#x2019;s core working hours from 9am-6pm Eastern and is based in the United States. Salary Range: $130,000-$175,000 depending on experience To Apply: Please complete our job application form.

Managing Consultant (Remote - U.S. Based)

About Whelan Advisory Founded in 2014, Whelan Advisory Capital Markets is a FINRA-registered boutique investment bank with an active practice led by seasoned senior advisors. We specialize in the residential real estate and construction industries where we exclusively represent clients as their sell-side advisor or in raising capital. Our team has advised on 49 successful transactions representing $15.1+ billion in value since 2018, earning our reputation in the industry as &#x201C;the Closer.&#x201D;&#xA0; The firm was founded by Margaret Whelan out of a desire to provide a higher level of service and a more efficient, customized approach to investment banking in the residential real estate industry. She personally leads every transaction and has a proven track record and reputation, along with a robust pipeline of M&amp;A and capital markets transaction opportunities. About the Position This is a unique opportunity for a bright, flexible, and ambitious individual who is seeking direct exposure and impact by working on live transactions from pitch to closing. The candidate will assume a diverse set of responsibilities, support the firm&apos;s transactions, and contribute to its ongoing growth through internal initiatives. The candidate will be involved in every aspect of the deal process including financial modeling, presentation creation, client interaction, and hosting tours and meetings with buyers and investors. The individual should have a strong interest in the residential building industry and be excited to work on a streamlined, dynamic team in a remote environment. Our inclusive and entrepreneurial firm culture offers team members significant professional development opportunities, extensive travel with colleagues and clients, and full engagement on active deal teams. In the role of Associate at our boutique, you will have direct access and mentorship from senior team members and significant deal exposure from day one. As such, you will build significant experience executing on multiple successful transaction closings each year. A candidate who proves they are capable and driven will be rewarded with additional responsibility and promotion throughout the organization. We seek to retain and promote talented professionals who further our brand and success. Responsibilities Support Senior Whelan Advisory Team Members in All Phases of the Firm&#x2019;s Transactions<ul><li>Create and maintain marketing collateral, pitch books, and valuation materials</li><li>Financial modeling, including traditional valuation and industry-specific methodologies</li><li>Build Confidential Investor Presentations for sell-side M&amp;A and capital raising processes</li><li>Efficient and accurate organization and analysis of due diligence information</li><li>Create ad hoc transaction organizational documents</li><li>Develop client relationships, working efficiently and accurately in a time-sensitive environment</li></ul>&#xA0;&#xA0;Strategic Firm Development and Growth<ul><li>Create and maintain firm marketing content</li><li>Attend industry conferences and events</li><li>Track active internal pipeline of current and prospective mandates</li><li>Coordinate firmwide meetings and ongoing internal initiatives</li><li>Recruit additional junior and mid-level talent over time to support firm&#x2019;s continued growth</li></ul> Experience, Skills &amp; Requirements <ul><li>Ambitious and educated professional with 3+ years in investment banking or similar client-facing role</li><li>Bachelor&#x2019;s degree in Finance, Economics, Accounting, or a related quantitative field; CPA / CFA / MBA beneficial</li><li>Knowledge of real estate, particularly the residential housing sector, preferred</li><li>Strong written and verbal communication</li><li>Critical thinker with a strong work ethic</li><li>Exceptional attention to detail and meticulous approach to financial analysis and presentation material creation</li><li>Self-starter who can simultaneously manage several deals and multiple responsibilities, while working in a remote environment</li><li>Extensive experience in PowerPoint, Excel, and Word, including creation of pitches, business development materials, and marketing documents</li><li>Deep knowledge of corporate finance principles, including financial statement analysis, capital structure analysis, valuation, modeling, investment returns analysis, and similar concepts</li><li>Existing FINRA licenses (Series 79, Series 63) preferred</li><li>Must be authorized to work in the U.S. indefinitely without sponsorship</li></ul> Compensation And Benefits <ul><li>Competitive base salary, meaningful bonus potential, and a strong 401(k) match</li><li>Total compensation and bonus are commensurate with experience, individual performance, and overall firm results</li></ul> Application Process Apply for the position via this posting and send an email to careers@whelanadvisoryllc.com, providing commentary on: (1) why you are interested in this position, (2) your preferred start date, (3) any FINRA licenses you currently hold, (4) where in the U.S. you are located, and (5) confirm you are authorized to work in the U.S. indefinitely without sponsorship Please note: Only candidates who meet all required qualifications will be contacted.

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