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<h3>Job Description</h3>
Job Description
Senior Acquisition Specialist (Onsite)
 
Location: Washington D.C.
 
BluePath Labs is a fast-growing research and consulting company committed to solving complex problems for federal, state, and local government clients. We offer a range of professional, scientific, and technology services. Our specific areas of expertise include business consulting, research and data science, and technology integration.
We are actively seeking an experienced acquisition specialist to support an upcoming opportunity with a Federal client in the DC area.
 
Work Description: Support federal procurement professionals and senior leadership in pre-solicitation, solicitation, evaluation, post-solicitation, and project management activities.
 
Responsibilities:
<ul>
<li>Collect and analyze relevant market information from Government and non-government sources as well as prospective offerors. Identify possible sources for the acquisition through effective market analysis and knowledge of suppliers.</li>
<li>Advise customers on competitive options based on business strategies, market environments, acquisition goals, and FAR requirements. Ability to determine whether to limit competition to socio-economic concerns.</li>
<li>Review and provide business advice in the preparation of requirements documents and related elements of the Procurement Request.</li>
<li>Determine whether and how to provide for recurring requirements.</li>
<li>Develop and maintain a workable plan and manage resources to accomplish the overall goal of the project; manage and follow through to ensure the smooth flow and timely completion of activities delivering project results.</li>
<li>Select and implement a method of publicizing the proposed procurement utilizing systems such as GSA E-Buy, GWACs, FPDS-NG, SAM.gov, NASA SEWP.</li>
<li>Prepare a written solicitation including the appropriate provisions and clauses for the requirement, assembled in a format appropriate to the acquisition method and market.</li>
<li>Receive quotations / proposals including the safeguarding, opening, tracking, assessing compliance with minimum solicitation requirements, and identifying the quotations / proposals not receiving further consideration.</li>
<li>Identify opportunities for small business and other preference programs to participate in solicitations. Strategize with program officials to encourage preference program participation.</li>
<li>Prepare and validate contract files.</li>
<li>Apply the policies and procedures for utilizing task and delivery order contracts and using basic ordering agreements.</li>
<li>Apply remedies to protect the rights of the Government under commercial item contracts and simplified acquisitions.</li>
<li>Review invoices and determine whether to authorize payment in full, in part, or not at all.</li>
<li>Perform contract closeout and archive records as appropriate.</li>
<li>Manage and mentor a junior analyst</li>
</ul>
 
Minimum Qualifications:
<ul>
<li>Bachelor's degree in any of the following or related fields: accounting, business, finance, law, contracts, purchasing, economics, industrial management, marketing, quantitative methods, or organization and management.</li>
<li>At least 10 years of related Contracts/Acquisition experience required.</li>
</ul>
 
Preferred:
<ul>
<li>One of the following Contracting related certifications: DAWIA Contracting Level II, FAC-C Level II, III, strongly desired.</li>
<li>Secret Clearance</li>
</ul>
 
Benefits:
BluePath Labs offers a comprehensive benefits package. Benefits include, but are not limited to: healthcare reimbursement, lifestyle &amp; wellness reimbursement, Flexible Spending Account (FSA), tuition assistance, 401(k) with company match, and paid time off for vacation / sick leave, in addition to 12 holidays per calendar year.
 
About BluePath
BluePath Labs combines mission and business insights with advanced technologies to deliver measurable performance improvements for our clients. BluePath is dedicated to surpassing client expectations by always living by our core values of integrity, professionalism, and resilience. BluePath's extensive experience in Government, Military, Commercial, and Academic environments is unique among small businesses and a core differentiator of our solutions. Our multidisciplinary background allows us to solve diverse and complex problems. Most importantly, we work closely with our clients to frame problems correctly, optimize processes, leverage technologies, and implement enduring solutions. Labs are where ideas are born, experiments occur, and breakthroughs happen. It is the hallmark of BluePath's culture.
<a href="https://www.bluepathlabs.com/" target="_blank">https://www.bluepathlabs.com/</a>
BluePath Labs is an equal opportunity employer.

Senior Acquisition Specialist (Onsite)

<h3>Job Description</h3>
Job DescriptionCompany Description 
Guardant Health is a leading precision oncology company focused on guarding wellness and giving every person more time free from cancer. Founded in 2012, Guardant is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer. For more information, visit&nbsp;guardanthealth.com&nbsp;and follow the company on&nbsp;LinkedIn,&nbsp;X (Twitter)&nbsp;and&nbsp;Facebook.
Job Description 
(This position is Full-Time; will consider Full-Time Remote, 3-Days Hybrid, and 5-Days Onsite Options)
As a&nbsp;Reimbursement Specialist – Follow Up and Appeals, you play an important role in the overall success of the company. Working with our billing tool provider, you will drive payment for our services, and by partnering with colleagues in Finance and Client Services. You will facilitate optimized billing processes and operations that are aligned with Guardant Health’s mission and values.
You’re responsible for tracking, reporting and addressing complex outstanding claims. You will work to troubleshoot EOBs, appeal non-covered &amp; low pay claims, follow-up on claims, and drive positive coverage determinations through external appeals. You will manage documentation for appropriate payer communication, correspondence, and insurance claim research.
Essential Duties and Responsibilities:
<ul>
<li>Accurate data entry of information into computer systems including notating accounts accurately</li>
<li>Provide reimbursement assistance to patients while providing superior customer service and respect to patients and their families</li>
<li>Resolves most patient concerns or complaints without escalation</li>
<li>Effectively verify and communicate to patients and their families insurance eligibility, billing, collections and payment responsibilities</li>
<li>Proves track record of written appeals with success</li>
<li>Correctly interpret EOB’s for follow-up and/or appeals</li>
<li>Follow appropriate HIPAA guidelines provide medical records to primary care provider, insurance carriers, referred providers and patients per patient request</li>
<li>Work well individually and in a team environment accomplishing set goals</li>
<li>Performs other related duties as assigned</li>
</ul>
Qualifications 
<ul>
<li>A minimum 3 years of recent experience in both professional and facility coding, billing, and collections with high volume and/or multiple accounts</li>
<li>Experience with contacting and following up with insurance carriers on denials, filing reconsideration requests, formal appeals, and negotiations</li>
<li>Experience working with a broad range of payers and have appealed to state-level agencies or external-level review with IRO/IRBs.</li>
<li>Basic math skills to accurately interpret payment &amp; adjustment transactions (must be able to read &amp; understand an EOB)</li>
<li>Must be proficient using a computer, and data entry, and have above average typing skills</li>
<li>Intermediate to advanced MS Office including Excel</li>
<li>Familiarity with laboratory billing, Xifin, EDI enrollment, merchant solutions, payer portals, and national as well as regional payers throughout the country is a plus</li>
<li>High school diploma or equivalent</li>
</ul>
 Additional Information 
Hybrid Work Model: At Guardant Health, we have defined days for in-person/onsite collaboration and work-from-home days for individual-focused time. All U.S. employees who live within 50 miles of a Guardant facility will be required to be onsite on Mondays, Tuesdays, and Thursdays.&nbsp;We have found aligning our scheduled in-office days allows our teams to do the best work and creates the focused thinking time our innovative work requires. At Guardant, our work model has created flexibility for better work-life balance while keeping teams connected to advance our science for our patients.
The US hourly range for this full-time position is $20.50 to $28.24. The range does not include benefits and, if applicable, overtime, bonus, commission, or equity.&nbsp;The range displayed reflects the minimum and maximum target for new hire salaries across all US locations for the posted role with the exception of any locations specifically referenced below (if any).
For positions based in Palo Alto, CA or Redwood City, CA, the hourly range for this full-time position is $24.15 to $36.25. The range does not include benefits and, if applicable, overtime, bonus, commission, or equity.
Within the range, individual pay is determined by work location and additional factors, including, but not limited to, job-related skills, experience, and relevant education or training. If you are selected to move forward, the recruiting team will provide details specific to the factors above.
Employee may be required to lift routine office supplies and use office equipment.&nbsp;Majority of the work is performed in a desk/office environment; however, there may be exposure to high noise levels, fumes, and biohazard material in the laboratory environment.&nbsp;Ability to sit for extended periods of time.
Guardant Health is committed to providing reasonable accommodations in our hiring processes for candidates with disabilities, long-term conditions, mental health conditions, or sincerely held religious beliefs. If you need support, please reach out to&nbsp;<a href="mailto:Peopleteam@guardanthealth.com" target="_blank">Peopleteam@guardanthealth.com</a>
Guardant Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
All your information will be kept confidential according to EEO guidelines. To learn more about the information collected when you apply for a position at Guardant Health, Inc. and how it is used, please review our&nbsp;Privacy Notice for Job Applicants.
Please visit our career page at:&nbsp;<a href="http://www.guardanthealth.com/jobs/" target="_blank">http://www.guardanthealth.com/jobs/</a>

Reimbursement Specialist - Follow Up & Appeals

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Join the Winning Team at The Zara Group! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with The Zara Group of Northwestern Mutual! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: 
<ol>
<li>Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.</li>
<li>Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.</li>
<li>Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.</li>
<li>Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.</li>
<li>Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.</li>
</ol>
Meet some of our local team, many who have excelled in athletics: Jim Zara Wealth Management Advisor 
<ul>
<li>How long with NM? 34 years.</li>
<li>Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School.</li>
<li>Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.</li>
</ul>
Cassandra Clemens Director of Recruitment and Selection: 
<ul>
<li>How long with NM? 4 years.</li>
<li>Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training &amp; Development Specialist role for a large insurance and travel organization, where she worked for 7 years.</li>
<li>Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab.</li>
</ul>
Jesstine Kemper Financial Advisor: 
<ul>
<li>How long with NM? 6 years.</li>
<li>Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.</li>
<li>Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria.</li>
</ul>
Brian LaValle Private Wealth Advisor: 
<ul>
<li>How long with NM? 22 years.</li>
<li>Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.</li>
<li>Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.</li>
</ul>
Jakob Junker Financial Representative: 
<ul>
<li>How long with NM? 6 months.</li>
<li>Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.</li>
<li>Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games.</li>
</ul>
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

Financial Advisor, Seeking Athletes

<h3>Job Description</h3>
Job Description
Clausen House has a full-time opening for a Development Director!
FUNCTIONS:
The Development Manager (DM) manages all aspects of the fundraising program at Clausen House (Clausen House). The incumbent is intimately familiar with long-range development planning, implementation of fundraising campaigns, donor and volunteer relations, marketing, and communications, and production of special events. The Development Specialist is responsible for planning and meeting the department’s revenue and expense budgets.
DUTIES AND RESPONSIBILITIES:
<ul>
<li>Work with the board to strategically increase the percentage of total organizational revenue from fundraising (decreasing reliance on contract-based funding) through the creation and implementation of a Fund Development Plan.</li>
</ul>
<ul>
<li>Expand fundraising activities, and plan and implement other fundraising initiatives as appropriate.</li>
</ul>
<ul>
<li>Oversee the Clausen House development plan for individual and institutional giving through all channels including direct mail, online giving, special events, social media, major donor program,s and planned giving.</li>
</ul>
<ul>
<li>Continue and expand the implementation of a program to secure major individual gifts as a high-priority vehicle for fundraising. The DoD will be responsible for supporting and advising the Clausen House Board of Directors and the Executive Director on the identification and cultivation of major gifts, and for leading the Board and Executive Director in soliciting such gifts.</li>
</ul>
<ul>
<li>Increase the institutional giving program. The DS is responsible for identifying, researching, and qualifying prospective corporate and private foundation funders, and for the development and submission of letters of intent, full proposals, grant applications, and grant reports, as required, including budgets and financial reports with the support of the finance department.</li>
</ul>
<ul>
<li>Design and implement annual direct mail solicitations. The DS is responsible for conceptualizing and writing appeal letters, as well as production and fulfillment (list segmentation, design, printing, and mail production). Engage and provide direction to vendors including graphic designers, printers, and mail house as necessary.</li>
</ul>
<ul>
<li>Oversee the development and execution of current and new special events, including fundraising and stewardship events.</li>
</ul>
<ul>
<li>Coordinate the marketing and communications plan for all electronic and print communications including the website, print newsletter, e-newsletter, and social networking as appropriate.</li>
</ul>
<ul>
<li>Oversee the maintenance and upkeep of the Clausen House donor database and ensure high integrity of data collection. The DS is responsible for tracking all donor contacts (including those initiated on behalf of the Executive Director, Board, and others), prospect/donor biographical information and research, and oversight of the Development Assistant for gift entry and timely acknowledgments.</li>
</ul>
<ul>
<li>Coordinate fundraising responsibilities among the development staff, the Executive Director, the Board Development Committee, and other staff and volunteers, as appropriate.</li>
</ul>
<ul>
<li>Manage a comprehensive stewardship function, ensuring that donors are regularly reminded of the impact of their gift.</li>
</ul>
<ul>
<li>Participate in board recruitment as a function of building and stewarding relationships.</li>
</ul>
<ul>
<li>Engage the Board of Directors to ensure their enthusiastic involvement in the organization’s fundraising activities.</li>
</ul>
Desired qualifications, skills, and abilities:
· A minimum of seven years of experience in raising funds for nonprofit organizations with a demonstrated record of success in a variety of fundraising activities.
· Comfortable with people with developmental disabilities and a keen interest in participating in the success of an organization that helps people with disabilities.
· Experience in supervising fundraising staff and an ability to interface with Clausen House program managers.
· Financial acumen, an understanding of nonprofit financial management, and ability to create and maintain a budget.
· Experience in working with boards of directors and other groups of volunteers, and in working harmoniously with many sorts of personalities.
· Experience in soliciting major individual gifts and in training boards in major gift solicitation.
· Experience in writing articulate, compelling case statements, proposals, and other key development communications.
· Experience with fundraising databases.
· Must maintain strict confidentiality related to the client, staff, and other agency information.
· Must be able to obtain clearance from the Department of Justice.
· Must be willing to drive a personal car on Clausen House business.
PHYSICAL DEMANDS
· Ability to climb several flights of stairs daily and travel to various locations.
· Must be able to pass a physician’s health screening and submit negative TB test results.
ENVIRONMENTAL CONDITIONS
<ul>
<li>Location: Inside/Outside - Work is predominately inside and generally protects from weather conditions and temperature changes.</li>
</ul>
<ul>
<li>Stairs/Steps: Daily – Occur on every shift. Ascend and descend stairs, steps, or similar uneven surfaces to access any required work area or other areas related to functioning in the workplace.</li>
</ul>
Job Type: Full-time
30 Hours A Week&nbsp;
Pay: $30.00 per hour
Company DescriptionFounded in 1967, Clausen House is a registered charitable 501(c)(3) institution that provides housing, wellness programs, and advocacy for developmentally disabled adults in Oakland and the surrounding East Bay area. Our clients are adults challenged by autism, cerebral palsy, Down syndrome, and other intellectually and developmentally disabling conditions. We currently support 200 adults with developmental disabilities, and indirect support to their families in Oakland and throughout Alameda County. We deliver a life-enhancing array of services that enables our clients to live, work, socialize, and thrive to their fullest potential. Our dedicated staff of over 60 professionals delivers services that include housing, independent and supported living, supported employment, adult education, and social recreation. 
<h3>Company Description</h3>
Founded in 1967, Clausen House is a registered charitable 501(c)(3) institution that provides housing, wellness programs, and advocacy for developmentally disabled adults in Oakland and the surrounding East Bay area. Our clients are adults challenged by autism, cerebral palsy, Down syndrome, and other intellectually and developmentally disabling conditions.\r\n\r\nWe currently support 200 adults with developmental disabilities, and indirect support to their families in Oakland and throughout Alameda County. We deliver a life-enhancing array of services that enables our clients to live, work, socialize, and thrive to their fullest potential. Our dedicated staff of over 60 professionals delivers services that include housing, independent and supported living, supported employment, adult education, and social recreation.

Development Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Job Title: Key Account Specialist
FLSA Status: Exempt
Department: Customer Service
Division: Corporate
Travel: Required as needed to support Commercial team
 
Summary:
Reporting to the Customer Care Manager, the Key Account Specialist (KAS) is responsible for managing and maintaining relationships with our most important/top clients, as assigned. You will be one of the primary point of contact for these clients and will work closely with them to ensure their satisfaction with our products and services. This position is to be knowledgeable in all aspects of the order to cash process which entails order processing, obtaining scheduling information, coordination of shipments, order expedites and processing of customer inquiries. The position will act as a liaison between respective departments to investigate and resolve customer complaints. This position will perform standardized processes, complete ERP (NetSuite-Plex) and supplemental training to align with department and company guidelines.
 
Essential Duties and Responsibilities include the following. Other duties may be assigned.
<ul>
<li>Develop and maintain strong relationships with key clients</li>
<li>Act as the primary point of contact for clients and ensure their needs are met</li>
<li>Identify opportunities to upsell and cross-sell products and services to clients</li>
<li>Collaborate with internal teams to ensure client needs are met in a timely and efficient manner</li>
<li>Monitor client accounts and ensure they are up-to-date and accurate</li>
<li>Provide regular reports to management on client activity and satisfaction</li>
<li>Problem Resolution: Handle customer complaints and concerns effectively, aiming for a swift resolution while maintaining a positive customer experience. Escalate issues to appropriate channels when necessary.</li>
<li>Order Processing: Assist customers with placing orders, tracking shipments, and processing returns or replacements. Ensure accuracy and efficiency in order management procedures.</li>
<li>Product Knowledge: Develop a comprehensive understanding of our products or services to effectively address customer questions and concerns. Knowledgeable on product features, pricing, and entire Altor product portfolio.</li>
<li>Customer Relationship Management: Build and maintain strong customer relationships by demonstrating empathy, professionalism, and reliability in every interaction. Customer sites visits may be required to support customer or business requirements.</li>
<li>Documentation and Reporting: Maintain detailed records of customer interactions, including inquiries, complaints, and resolutions. Provide regular reports i.e. Open Order Reports, Scorecards, and feedback to management in regard to service level agreements.</li>
<li>Team Collaboration: Collaborate with departments such as Sales, Operations, Scheduling, or Marketing to ensure seamless communication and resolution of customer issues. Contribute to team goals and initiatives.</li>
<li>Contacts customers on a regular basis to maintain account relationships, advise of new product and service offerings, and obtain feedback on products. Serves as a point of escalation for issues or activities that the customer encounters during product utilization. Expedites the resolution of customer problems/complaints.</li>
<li>integrate, install, manage).</li>
<li>Collaborates with key functional stakeholders including Customer Service, Operations, NPD, Supply Chain and Finance to ensure we are meeting requirements and delivering a positive customer experience.</li>
<li>Ensures updated communication and compliance on Altor Solutions policies including pricing, inventory, payment, freight and Terms &amp; conditions.</li>
<li>Manages contacts, leads opportunity pipeline and new product development request via CRM.</li>
</ul>
Requirements:
Qualifications:
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.
 
Education Requirements/Work Experience:
<ul>
<li>Bachelor’s Degree or equivalent work experience</li>
<li>Proven experience as a Key Account Representative or in a similar role</li>
<li>3+ years of experience in customer service; preferably in a manufacturing environment</li>
</ul>
 
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
 
Computer Skills:
<ul>
<li>To perform this job successfully, an individual should have knowledge of Microsoft Suite – Word, Excel, PowerPoint.</li>
<li>Essential requirements include computer literacy; proficiency in office software products, with the ability to create PowerPoint or Excel presentations, and effectively utilize Teams, SharePoint, and Salesforce.</li>
<li>Proficiency in use of CRM – SalesForce and ERP systems (Oracle, SAP, NetSuite, etc.) required.</li>
</ul>
 
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
<ul>
<li>Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Strive to meet service level objectives by providing timely written and verbal communication to our customer base. All duties will be performed with a sense of integrity and commitment to achieve customer satisfaction metrics</li>
<li>Excellent verbal and written skills, ability to communicate clearly and effectively with all levels within the organization, excellent organizational, planning and people skills, ability to lead initiatives that require project management and comfort in interacting and influencing at all levels within the organization.</li>
<li>Adaptability – quickly adapts to changes in the work environment and manages competing demands. Ability to work flexible hours to ensure proper coverage as business requirements change.</li>
<li>Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Demonstrates flexible and efficient time management and ability to prioritize workload</li>
<li>Ability to prioritize and manage multiple tasks in a fast-paced environment with a focus on results and quality. Ability to handle sensitive and confidential situations and documentation. Understanding of, and ability to assist with the resolution of employee performance management and conflict issues effectively. Must exhibit a high level of personal integrity and reliability on both organizational and business issues.</li>
<li>Analytical - Strong analytical skill set and demonstrated ability to work with cross-functional teams to quickly analyze problems and develop effective solutions. Collects and researches data; Uses intuition and experience to complement data.</li>
<li>Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</li>
<li>Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.</li>
</ul>
 
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
 
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. While performing the duties of this Job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms.
 
This document in no way states or implies that these are the only responsibilities of, and the duties to be performed by, the employee occupying this position. The Company reserves the right to change, modify, amend, add to or delete from, any section of this document as it deems, in its judgment, to be proper.

Key Account Specialist

<h3>Job Description</h3>
Job Description Our client is looking for a highly motivated, experienced Accountant for Accounts Payable. This will be a highly visible position within their AP shared service organization with interactions across various departments and the opportunity to make a significant impact. This role will work in the accounts payable processes from invoice receipt, through approval, to payment for the entire group. Primary responsibilities will include close collaboration with cross-functional business unit (BU) operational teams to ensure invoices are coded correctly, paid timely and that various vendor relationships are sustained and built in a professional manner. To be successful in this role, the AP Specialist should possess the ability to conduct a variety of AP processes and projects. An ideal candidate would not only be a self-starter who is driven to learn and add value quickly but also should be savvy in Excel, have excellent organizational, analytical, interpersonal skills, and the ability to maintain a team-oriented environment. This position will play a crucial role in maintaining the effective functioning of our financial operations across multiple subsidiaries, aligning with established protocols and internal standards as well as reviewing and analyzing current processes for potential improvements. This role is for a self-motivated, reliable individual, who, by ensuring financial integrity and promoting financial transparency, will contribute to the rapid growth and success of the company. This is an onsite role 2-3 days per week in their San Rafael office.Key Responsibilities 
<ul>
<li>Analyze expense reports, meticulously track, and report expenditures, as well as contribute to budgeting process.</li>
<li>Oversee corporate credit card reconciliations and manage disputes or fraudulent transactions.</li>
<li>Ensure timely handling of reimbursements and employee credit card deactivations.</li>
<li>Involvement in full accounts payable cycle, including vendor onboarding, invoice verification, coding, and data entry, ensuring compliance with company policies and procedures.</li>
<li>Ensure invoices and credit card transactions are recorded at the correct companies/subsidiaries.</li>
<li>Arrange for and execute intercompany expense allocations as needed. </li>
<li>Develop and maintain strong relationships with vendors and other stakeholders. Resolve payment discrepancies promptly and professionally.</li>
<li>Coordinate month-end and year-end closing activities related to accounts payable, including accruals, reconciliations, and journal entries.</li>
<li>Ensure compliance with tax regulations (including 1099 filings), vendor agreements, and internal controls.</li>
<li>Keep a constant and diligent eye focused on preventing, identifying, and mitigating accounts payable related fraud.</li>
<li>Ensure adherence to internal controls and financial policies across the organization, mitigating financial risks and maintaining compliance with relevant regulations.</li>
<li>Coordinate and provide required information and support to external auditors for the annual audit.</li>
<li>Perform other ad hoc accounting duties or projects as needed.</li>
<li>Protect organization's value by keeping information confidential.</li>
</ul>
rofessional Qualifications
<ul>
<li>Bachelor’s degree (BA/BS) in Accounting, Finance or equivalent required. </li>
<li>5 years of AP and expense experience.</li>
<li>1+ years’ experience processing intercompany transactions and reconciliations.</li>
<li>Preference given to candidates with operational accounting experience in companies with $50M-$100M in Revenue.</li>
<li>Knowledge of purchasing, receiving, logistic flows are required.</li>
<li>Proven ability to build effective relationships, influence decision-making and work with all levels across the organization.</li>
<li>Strong and proven organizational, problem-solving, and analytical skills; able to manage priorities and workflow. Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.</li>
<li>Commitment to excellence and high standards.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Able to work efficiently as a part of a team as well as independently.</li>
<li>Proficient in MS Office, advanced user of Excel.</li>
<li>A thorough knowledge of ERP system is required, NetSuite is preferred; experience with Ramp, Tipalti, and Power-BI are a significant plus.</li>
</ul>
ersonal Characteristics
<ul>
<li>Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures to improve efficiency.</li>
<li>Problem-Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.</li>
<li>Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.</li>
<li>Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.</li>
<li>Cost Consciousness--Develops and implements cost-saving measures; Contributes to profits and revenue; Conserves organizational resources.</li>
<li>Diversity--Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.</li>
</ul>
 Salary $65-90k #LI-KC1

Accountant

<h3>Job Description</h3>
Job DescriptionCompany Description 
About Walden University Walden University, an Adtalem Global Education institution, supports a diverse community of adult learners from across the U.S. and other countries, who seek to achieve their academic goals and make positive, lasting social change in their professions and communities. Walden offers more than 100 online degree and certificate programs, for students pursuing a bachelor’s, master’s, doctoral or certificate. Walden University has graduated more than 174,000 students and is accredited by the Higher Learning Commission. We operate on a hybrid schedule with four in-office days per week (Monday–Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment. Visit WaldenU.edu for more information, and follow on Twitter, Instagram, Facebook, Instagram and LinkedIn.
Job Description 
Opportunity at a Glance The Senior Specialist, Academic Operations position is responsible for contract administration &amp; invoice processing. This includes, but is not limited to, generating contracts, assignment letters, task orders, vendor Master Service Agreements (MSA)/Statements of Work (SOW), processing associated invoices for payment and ensuring allocation to correct project codes for all invoices processed. This position is expected to seek guidance from Assistant General Counsel, &amp; alert senior leadership, when contract issues occur. This role independently takes contract requests and handles the entire process from beginning (contract language changes) to end (final payment requests). This position will also include continuous process improvement, policy and process communications across teams and problem solving as issues arise. Responsibilities
<ul>
<li>Serve as the subject matter expert and liaison for contracting and invoicing needs.</li>
<li>Manage ticket assignment in DTL Contracts site, to ensure timely responses to new legal agreement requests, detailed status visibility for site users and timely execution of contracts to ensure course development schedules are not impacted.</li>
<li>Submit approved invoices for payment and track spend for month end re-allocation to correct projects.</li>
<li>Draft and disperse legal agreements, based on limited review templates.</li>
<li>Generate Independent Contractor Agreements &amp; Walden Faculty Assignment Letters.</li>
<li>Establish and revise contracting guidelines / payment procedures, as well as internal partners.</li>
<li>Monitor and facilitate the progress of contracts through the contract process and all phases through contract completion.</li>
<li>Interface with Legal to create custom contracts that serve the needs of various internal partners.</li>
<li>Facilitate generation of Task Orders, MSAs, SOWs.</li>
<li>Act as liaison between vendors and product owners, Legal Department &amp; internal stakeholders.</li>
<li>Process contract payments, vendor invoices, and support Walden Finance Team with monthly Walden payroll.</li>
<li>Process invoices for hourly contractors.</li>
<li>Manage Contracts SharePoint site. Create and update data views, and reports, to support scheduled and ad-hoc requests. Generate financial reports as needed.</li>
<li>Analyze historical contract data to provide critical information to management, Legal and Finance. This includes providing reports to highlight concerns with vendors and making recommendations to improve or change process with little to no input from management.</li>
<li>Orient new staff on the contracting policies and procedures.</li>
<li>Respond to payment inquiries; utilize Peoplesoft to track contractor and vendor payments.</li>
<li>Act as liaison between Accounts Payable and vendor.</li>
<li>Represent team at pertinent department meetings.</li>
<li>Support Vendor Manager role operational tasks, such as editorial scheduling, contractor onboarding and systems access requests, as needed.</li>
<li>OTHER DUTIES AND RESPONSIBILITIES:</li>
<li>Act as a change agent to improve current procedures and systems.</li>
<li>Cross-functional support of departmental teams, on such occasion as need arises due to capacity constraints.</li>
<li>Support special projects and perform related duties as assigned.</li>
<li>May perform other duties and responsibilities management may deem necessary from time to time.</li>
<li>Remain current on corporate contract &amp; finance policies, procedures, and systems.</li>
<li>Designs workflows and procedure, manages workflow and adjusts when necessary.</li>
<li>Sets clear work unit policies and procedures.</li>
<li>Fosters a success oriented, accountable environment.</li>
<li>Evidence of effective and innovative leadership and problem-solving, shown through accountability and superior results.</li>
<li>Performs other duties as assigned.</li>
<li>Complies with all policies and standards.</li>
</ul>
Qualifications 
<ul>
<li>Bachelor's Degree Bachelor's degree, or equivalent experience, in business administration, contract management, or a related field.</li>
<li>5+ years of professional work experience preferably in online higher education industry Preferred</li>
<li>Experience managing vendors, including the exposure to relationship management, conflict resolution, and contract negotiation/administration.</li>
<li>PeopleSoft &amp; DocuSign experience preferred.</li>
<li>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. Incumbents will be evaluated, in part, based on performance of each essential function.</li>
<li>Successful experience in relationship management across a range of partners.</li>
<li>Lead healthy communications and collaborations internally and externally.</li>
<li>Demonstrates accountability in all aspects of responsibility.</li>
<li>Models leadership and professionalism.</li>
<li>Strong organizational skills and excellent at follow-up and attention to detail.</li>
<li>Proven organizational, facilitation, analytic, project management and presentation skills with an ability to communicate at all organizational levels.</li>
<li>Strong communication, facilitation, organizational, negotiation, and interpersonal skills.</li>
<li>Must be thorough and detail-oriented. Must have excellent time-management and organizational skills.</li>
<li>Creative, innovative, able to work independently on several projects simultaneously with little or no supervision.</li>
<li>Ability to manage assigned projects while assisting internal customers as needed.</li>
<li>Ability to handle sensitive and private company matters confidentially and with integrity.</li>
<li>Proven mastery of MS Excel, Outlook, SharePoint and Adobe Acrobat Pro.</li>
<li>Must have demonstrated evidence of consistently exhibiting healthy organizational behaviors.</li>
<li>Must be familiar with, and adhere to, the Laureate Code of Conduct and Ethics.</li>
<li>Must gain &amp; maintain confidence and trust of others through honesty, integrity, and authenticity.</li>
<li>Must be able to build strong customer relationships and deliver customer-centric solutions."</li>
</ul>
 Additional Information 
In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $53520.9 and $93918.96. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits. Adtalem offers a robust suite of benefits including:
<ul>
<li>Health, dental, vision, life and disability insurance</li>
<li>401k Retirement Program + 6% employer match</li>
<li>Participation in Adtalem’s Flexible Time Off (FTO) Policy</li>
<li>12 Paid Holidays For more information related to our benefits please visit: <a href="https://careers.adtalem.com/benefits" target="_blank">https://careers.adtalem.com/benefits</a>. </li>
</ul>
Equal Opportunity – Minority / Female / Disability / V / Gender Identity / Sexual Orientation

Senior Academic Operations Specialist

<h3>Job Description</h3>
Job Description
About Us:
Porchlight, Inc. is a dedicated nonprofit organization working to reduce homelessness in Dane County, WI. We offer essential support services, including emergency shelter, housing assistance, and advocacy. Our mission is to ensure that everyone has a safe and stable place to call home.
Position Overview:
Porchlight, Inc. is seeking a detail-oriented and experienced Accounts Receivable Specialist to join our accounting team. This role is crucial for managing and processing income from various sources, including rent, government and community grants, donations, and retail sales. The ideal candidate will have strong experience in accounting software and a commitment to accuracy and efficiency.
The Accounts Receivable Specialist is responsible for managing and processing income from various sources, including rent, donations, and retail sales. This role ensures accurate financial record-keeping, timely resolution of discrepancies, and effective use of accounting software. The specialist will support internal teams by maintaining up-to-date accounts and contributing to the overall financial operations of Porchlight, Inc. 
ESSENTIAL RESPONSIBILITIES/DUTIES
<ol>
<li>Income Processing: Record and process income transactions from sources such as rent payments, donations, and retail sales. Ensure accurate and timely entry of all transactions into the accounting system.</li>
<li>Account Reconciliation: Perform regular reconciliations of accounts receivable to maintain accurate and up-to-date records. Investigate and resolve discrepancies in account balances promptly.</li>
<li>Reporting: Prepare and maintain detailed financial reports related to accounts receivable. Assist in the generation of financial statements and reports for internal and external stakeholders.</li>
<li>Software Utilization: Utilize accounting software (Yardi, Donor Perfect, Sage Intacct) for managing and tracking financial transactions. Ensure data accuracy and resolve any software issues in collaboration with the IT department.</li>
<li>Account Management: Maintain accurate records of transactions and ensure all accounts are updated regularly. Address and resolve payment or account discrepancies in a timely manner, supporting internal teams as needed.</li>
<li>Compliance: Adhere to financial regulations and organizational policies to ensure compliance. Assist with audits and financial reviews as required to uphold financial integrity.</li>
<li>Collaboration and Team Support: Work closely with the Finance Director and other team members to support overall financial operations. Participate in team meetings and contribute to discussions on improving processes and workflows.</li>
<li>Following Directions: Execute tasks and responsibilities as outlined by the Finance Director. Provide support and assist with special projects as assigned by the Finance Director.</li>
</ol>
Qualifications:
<ul>
<li>Education: Associate's degree in Accounting, Finance, or a related field. Bachelor's degree is preferred.</li>
<li>Experience: Minimum of 3 years of experience in accounts receivable or a similar accounting role. Experience in a nonprofit environment is a plus.</li>
<li>Skills: Proficiency in accounting software, with experience in Yardi, Donor Perfect, and Sage Intacct considered a strong advantage. Strong analytical and problem-solving skills. Excellent attention to detail and organizational abilities.</li>
<li>Knowledge: Understanding of accounting principles and practices. Familiarity with financial reporting and compliance requirements.</li>
<li>Attributes: Professional demeanor with strong communication skills. Ability to work independently and as part of a team. Commitment to accuracy and confidentiality.</li>
</ul>
Compensation and Benefits:
<ul>
<li>Pay: $26 per hour</li>
<li>Benefits: Comprehensive benefits package including health insurance, retirement plan, paid time off, and more.</li>
</ul>
Porchlight, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Accounts Receivable Specialist

<h3>Job Description</h3>
Job Description
Acquisition Specialist (Onsite)
 
Location: Washington D.C.
 
BluePath Labs is a fast-growing research and consulting company committed to solving complex problems for federal, state, and local government clients. We offer a range of professional, scientific, and technology services. Our specific areas of expertise include business consulting, research and data science, and technology integration.
We are actively seeking an experienced acquisition specialist to support an upcoming opportunity with a Federal client in the DC area.
 
Work Description: Support federal procurement professionals and senior leadership in pre-solicitation, solicitation, evaluation, post-solicitation, and project management activities.
 
Responsibilities:
<ul>
<li>Carry out predetermined and recurring tasks in direct support of the government client's requirements owners or contracting office.</li>
<li>Provide full life cycle, "cradle to grave" contract planning, support and administration.</li>
<li>Provide support functions that may include acquisition planning, purchase order/procurement request support documentation preparation, solicitation preparation, market research/analysis, source selection and administration of terms and conditions, negotiation and preparation of contract award and modifications, cost/price analysis, support government in the evaluation of contractor performance, contract administration support, contract termination, and contract close-out.</li>
</ul>
 
Minimum Qualifications:
<ul>
<li>Bachelor's degree in any of the following or related fields: accounting, business, finance, law, contracts, purchasing, economics, industrial management, marketing, quantitative methods, or organization and management.</li>
<li>At least 2 years of related Contracts/Acquisition experience required.</li>
<li>In-depth working knowledge of federal procurement regulations and policies.</li>
<li>Excellent writing skills and the ability to communicate effectively both orally and in writing.</li>
<li>Knowledgeable of the Federal Acquisition Regulation (FAR)</li>
<li>Ability to utilize GWAC and GSA contract vehicles.</li>
<li>Ability to quickly grasp procurement terms, methodologies, and processes, prepare contract files and associated electronic documentation and create procurement actions (e.g., contract, order, mod) for contract execution.</li>
<li>Proficiency in contract writing systems such as PRISM, PD2, and/or CLM.</li>
</ul>
 
Preferred Qualifications:
<ul>
<li>One of the following Contracting related certifications: DAWIA Contracting Level II, FAC-C Level II, III, strongly desired.</li>
<li>Secret Clearance</li>
</ul>
 
Benefits:
BluePath Labs offers a comprehensive benefits package. Benefits include, but are not limited to: healthcare reimbursement, lifestyle &amp; wellness reimbursement, Flexible Spending Account (FSA), tuition assistance, 401(k) with company match, and paid time off for vacation / sick leave, in addition to 12 holidays per calendar year.
 
About BluePath
BluePath Labs combines mission and business insights with advanced technologies to deliver measurable performance improvements for our clients. BluePath is dedicated to surpassing client expectations by always living by our core values of integrity, professionalism, and resilience. BluePath's extensive experience in Government, Military, Commercial, and Academic environments is unique among small businesses and a core differentiator of our solutions. Our multidisciplinary background allows us to solve diverse and complex problems. Most importantly, we work closely with our clients to frame problems correctly, optimize processes, leverage technologies, and implement enduring solutions. Labs are where ideas are born, experiments occur, and breakthroughs happen. It is the hallmark of BluePath's culture.
<a href="https://www.bluepathlabs.com/" target="_blank">https://www.bluepathlabs.com/</a>
BluePath Labs is an equal opportunity employer.

Acquisition Specialist (Onsite)

<h3>Job Description</h3>
Job DescriptionCompany Description 
A Transformational Opportunity for a Finance Executive
Near North Montessori School (NNM), one of the nation’s most respected and enduring Montessori institutions, seeks a seasoned financial professional to serve as its next Director of Finance. This is a compelling opportunity for a strategic and operationally savvy finance executive who excels at building strong systems, leading teams, and serving as a trusted thought partner to the Head of School—helping to guide school-wide decision-making with integrity, clarity, and foresight. The successful candidate will bring the ability to provide direction to HR functions, lead with professionalism and care, and implement effective, mission-aligned compensation practices that support the school’s ability to attract and retain exceptional talent.
The ideal candidate will combine deep financial expertise with a collaborative spirit and the presence to support a passionate and emerging leadership team—while also embracing the day-to-day rhythm of school life. An ability to connect with educators, students, and families, and to lead with professionalism and integrity, is essential. With a strong foundation and exciting growth ahead, NNM offers the chance to make a lasting impact at a school with deep community roots and a forward-looking vision.
Operational and Financial Facts and Figures
In addition to the Director of Finance, NNM’s business office staff includes the Controller, Director of Human Resources, Financial Operations Coordinator, Senior Accounts Payable Specialist, and Accounts Payable Specialist.
The School’s annual budget is currently $15,000,000; about 86% of revenue is generated by net tuition receipts. NNM has Board-restricted funds of approximately $7.5 million. The School raises about $1,000,000 each year from its annual fund and fundraising events and carries approximately $7 million of debt, which will be refinanced in the coming months. Total enrollment is currently 558 students, a figure that has been steady for several years. The School also administers employee health benefits through a self-insurance model, which presents ongoing considerations for financial oversight and long-term planning.
As the above suggests, the School’s current financial drivers are robust and sustainable.
The Opportunity to Become Near North Montessori’s Next Director of Finance
Near North Montessori has launched a national search to identify its next Director of Finance, who will assume responsibilities no later than October 1, 2025. This is a newly created position, established as part of a recent reorganization that separates Finance from Operations to allow for more focused strategic leadership in both areas. It represents a compelling opportunity for a strategic, values-aligned finance executive to shape the role, build strong systems, and guide the school’s financial future in close partnership with the Head of School.
As a key member of the school’s senior leadership team, the Director of Finance will oversee budgeting and forecasting, financial reporting and compliance, investment and risk management, and the supervision of the Business Office and HR staff. In addition to driving financial strategy, the Director will serve as a key advisor and collaborator with the Head of School and be a thought partner to leaders across the school—including those in Enrollment, Advancement, and Operations.
This is a highly visible and relational role within a school community that values professionalism, transparency, collaboration, and integrity. The next Director of Finance will be expected to engage with staff, families, trustees, and faculty with both clarity and warmth—bringing sound judgment, operational savvy, and a genuine appreciation for the school environment.
Job Description 
OPPORTUNITIES, RESPONSIBILITIES, AND CHALLENGES AHEAD
Reporting directly to the Head of School and serving as a trusted advisor to the Board on financial and strategic matters, the Director of Finance holds the following responsibilities and opportunities for leadership:
● Strategic Partnership with the Head of School: Serve as a trusted advisor to Angela Garcia, providing financial insight and direction to inform decision-making, guide planning conversations, and strengthen organizational alignment around priorities and trade-offs. This partnership is essential to shaping the school’s next chapter.
● Financial Strategy and Oversight: Build and manage robust financial systems, including multi-year forecasting, annual budgeting, cash flow planning, investment management, and risk mitigation.
● Finance Office and HR Leadership: Lead and develop a small but dedicated Finance Office team, improving office functions and overseeing HR functions, including compliance, benefits, and compensation administration—with a focus on professionalism, clear communication, and trust.
● Board Committee Support and Partnership: Provide Board committees (especially the Finance Committee) with timely, accurate, thoughtfully designed reports and information that support their strategic work and fiduciary role. The Director of Finance will have regular interaction with trustees on financial matters and strategy and take a leadership role in participating in Finance Committee meetings.
● Compensation Strategy and Transparency: Partner with the Head of School and Board to review, implement, and communicate a compensation strategy that is competitive, equitable, and mission-aligned. This is an endorsed area of focus for both leadership and governance.
● Evaluating Benefits Strategy and Self-Insurance Model: Conduct a cost-benefit analysis of the current self-insurance structure and explore alternative models that ensure financial sustainability while maintaining competitive and mission-aligned benefits.
● Cross-Functional Collaboration: Be a visible, engaged presence across campus—working closely with the senior team, especially in Advancement, Enrollment, Operations, and Academics—to ensure that financial stewardship supports broader institutional goals.
● Budgeting and Community Education: Lead the development of annual and long-term budgets and help bring more clarity around the school finance model and its key drivers. issues to non-finance professionals. Educate staff, trustees, and the broader community on how financial decisions are made and what underpins them.
● Customer Service and Internal Culture: Enhance the Finance Office’s responsiveness and accessibility to families, faculty, and staff—delivering timely, clear, and respectful service that reinforces a culture of professionalism and belonging.
● Compensation and Benefits Infrastructure: Partner with HR to evaluate and improve processes and systems related to payroll, compliance, performance management, and benefits.
● Enrollment and Retention Support: With full enrollment and healthy interest in the school, collaborate with Enrollment and Academic leaders to ensure sound financial modeling and sustainable practices that support retention and long-term programmatic strength.
● Fundraising Finance Partnership: Support the Advancement Office with improved accounting, reconciliation, and collection procedures. Provide guidance as the school continues to celebrate and build on two consecutive record-breaking years of fundraising.
● Facilities and Capital Planning Insight: Partner with the Director of Operations and the Board’s Buildings &amp; Grounds Committee to review deferred maintenance planning and help evaluate future capital priorities from a financial perspective.
This is a multifaceted leadership opportunity for a strategic, collaborative finance executive who enjoys building systems, educating partners, and serving a mission they believe in. The successful candidate will bring not only technical skill but also clarity, warmth, and a genuine commitment to community
Qualifications 
Skills and Attributes of the Next Director of Finance
Near North Montessori seeks a strategic, relational, and operationally savvy finance executive to serve as its next Director of Finance. The school values integrity, professionalism, community, and mission alignment—and seeks a leader who shares these commitments and brings strong financial acumen to a dynamic educational environment. The successful candidate will be energized by the opportunity to shape systems, educate colleagues, and help drive the school’s long-term sustainability in close partnership with the Head of School and other members of the senior leadership team. The ideal candidate will demonstrate many of the following qualifications, skills, and attributes:
● Bachelor’s Degree required; an advanced degree in a related field is preferred; MBA or CPA preferred
● At least 8–10 years of progressively responsible experience in financial leadership roles; prior experience in an independent school or mission-driven nonprofit is strongly preferred
● Ability to integrate effectively into the culture of not-for-profit independent schools while implementing strategies and tactics necessary for successful operations of the business
● Operational orientation with an ability to assess and improve processes for efficiency, clarity, and service
● Significant experience with increasing responsibility supervising other personnel and managing multiple projects and programs
● Ability to lead and manage multiple priorities while maintaining precision and attention to detail
● Strong management, negotiation, and project management skills
● Experience managing a budget
● Strategic thinker with demonstrated experience in budgeting, forecasting, cash flow planning, investment oversight, audit compliance, and risk management
● Strong working knowledge of accounting principles (GAAP) and nonprofit/fund accounting
● Comfort with leading compensation strategy and analysis; ability to support the Board and Head of School in aligning compensation practices with school values and resources
● Experience educating non-finance professionals about budgeting principles and financial decision-making
● Outstanding verbal, written, and interpersonal communication skills; ability to convey complex financial information clearly and transparently
● High emotional intelligence and ability to engage respectfully and productively with staff, trustees, families, and external vendors
● An open and collaborative work style; Collaborative mindset and leadership style; ability to partner across departments, including Enrollment, Advancement, Operations, and Academics
● A positive outlook and a sense of humor
● A high level of integrity and a strong work ethic; Integrity, sound judgment, and commitment to confidentiality and fiduciary responsibility
● Discretion and the ability to handle confidential and sensitive matters appropriately
● State of the art computer skills; Proficiency in Google Suite: familiarity with Google applications including Google Docs, Google Calendar, Gmail, Google Presentation, Google Spreadsheet; facility working with databases such as Blackbaud and FACTS
● Proficiency in Microsoft Office Word, PowerPoint, and Excel, as well as Canva and Constant Contact, or willingness to quickly learn and become intimately familiar with these platforms
● Ability to travel if needed, as well as attend events on evenings and weekends
● Flexibility with working evenings, weekends, and holidays as assigned A complete, detailed job description is available to candidates upon their application for this position
 Additional Information 
How to Apply
Applications will be reviewed when they are received. Candidates interested in this position are asked to submit the following materials in a single merged PDF document, in the order listed:
● EC Candidate Summary
● Letter of interest, addressed to the Head of School
● Current résumé
● A list of five or more references with contact information (including phone numbers and email addresses)
● Disclosure&nbsp;(you’ll be asked to make a copy upon opening)
Please send applications and address inquiries to:
George Sanderson, Partner, Educators Collaborative
<a href="mailto:gsanderson@educatorscollaborative.com" target="_blank">gsanderson@educatorscollaborative.com</a>
Carol Santos, Partner, Educators Collaborative
<a href="mailto:csantos@educatorscollaborative.com" target="_blank">csantos@educatorscollaborative.com</a>
 Near North Montessori believes that each individual is entitled to equal employment opportunity without regard to race, color, religion, gender, national origin, age, disability, genetic information, sexual orientation, ancestry, veteran status, or any other characteristic protected under federal, state, or local anti-discrimination laws. The School’s equal employment opportunity practices extend to recruitment, hiring, selection, compensation, benefits, transfer, conditions, and privileges of employment.

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