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<h3>Job Description</h3>
 
Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to join our growing team of financial representatives in Middleton, WI.
 
Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in the country.
 
Are you looking for a rewarding and fulfilling career that allows you to make a positive impact on people’s lives? Do you have a passion for helping others achieve their financial goals and dreams? If so, you might be the perfect fit for our team!
 
As a financial advisor, you will have the opportunity to:
<ul>
<li>Build your own practice and clientele, with the support and guidance of our experienced mentors and managers.</li>
<li>Provide comprehensive financial planning and advice to individuals, families, and businesses, using our proven products and services.</li>
<li>Earn a competitive income, with unlimited potential for growth and recognition. The average salary range for our financial advisors in the first year is $52,000-$105,000, depending on your performance and qualifications.</li>
<li>Enjoy a flexible and balanced work schedule, with the freedom to set your own goals and pace.</li>
<li>Access our award-winning training and development programs, which will help you acquire the skills and knowledge you need to succeed in this industry. We also offer sponsorship for the Certified Financial Planner (CFP) certification, as well as other professional designations and licenses.</li>
<li>Benefit from our comprehensive benefits package, which includes health insurance, retirement plans, disability coverage, and more.</li>
</ul>
 
If you are ready to start your dream career as a financial representative, don’t hesitate to apply today! We are looking for candidates who have:
<ul>
<li>A bachelor’s degree or equivalent work experience.</li>
<li>A strong work ethic and a desire to learn and grow.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>A positive attitude and a high level of integrity.</li>
<li>A valid driver’s license and reliable transportation.</li>
</ul>
 
To apply, please submit your resume online. We will contact you shortly to schedule an interview.
Don’t miss this opportunity to join one of the most respected and trusted financial services companies in the world. Apply now and start your journey with Northwestern Mutual!
INCOME GROWTH OPPORTUNITY:
Average vs Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Growth opportunities</li>
<li>On-the-job training</li>
<li>Regular social events</li>
<li>Safe work environment</li>
<li>Work-from-home days</li>
</ul>
Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on the needs of the company.
Job Type: Full-time
 
Income $52,000.00 - $105,000.00 per year
pay types:
<ul>
<li>Bonus opportunities</li>
<li>Commission pay</li>
</ul>
 
Benefits:
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Professional development assistance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
</ul>
 
Work Location: Hybrid remote in Middleton, WI 53562
 
Qualifications
<ul>
<li>Bachelor's degree in finance or related field preferred but not necessary</li>
<li>sales experience a plus but not necessary</li>
<li>Excellent interpersonal skills and communication skills</li>
</ul>

Financial Representative

<h3>Job Description</h3>
Job Description
Purpose: The primary function of this job is to provide outstanding service to members by directing branch operations. This position requires the employee to be proficient in branch management concepts as well as all aspects of leading a branch team, coaching, business development, market growth, generating revenue, sales, and lending, including real estate lending. All management and supervisory positions require the ability to make decisions within established guidelines, the ability to promote a sales environment, and the ability to be a team leader in an organization that values the spirit of teamwork. 
Financial Center managers should have the ability to assign and direct all work performed in the branch and to supervise all areas of sales and operation. You will manage staff, foster a positive environment, and ensure member satisfaction and proper branch operation. The successful candidate will have a firsthand approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales target achievement.
Essential Functions
Essential Functions
<ul>
<li>Directing all branch operational aspects including member service, human resources, administration, and sales in accordance with the credit union’s objectives.</li>
<li>Assess local market conditions and identify current and prospective sales opportunities</li>
<li>Conduct business development activities to include making outbound in person visits to businesses and conducting out-bound calls.</li>
<li>Conduct Consultative Solutions Sales activities, demonstrating proficiency in sales and coaching.</li>
<li>Notary public or able to gain certification within 120 days of employment.</li>
<li>Meet goals and metrics.</li>
<li>Bring out the best of branch’s personnel by providing training, coaching, development, and motivation.</li>
<li>Conduct outbound calls, take incoming calls, follow up with our members in person and over the phone.</li>
<li>Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities.</li>
<li>Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs.</li>
<li>Address member and employee satisfaction issues promptly</li>
<li>Adhere to high ethical standards and comply with all regulations and applicable laws.</li>
<li>Network to improve the presence and reputation of the branch and credit union.</li>
<li>Responsible for Compliance with Bank Secrecy Act and Credit Union procedures</li>
<li>Functional is all aspects of consumer lending, first mortgage lending and home equity lending to include closing home equity loans.</li>
<li>Perform specific and delegated duties as assigned by management.</li>
<li>Travel and attend off-hours WEFF, industry, and/or community meetings and activities, typically within the state of Florida.</li>
<li>Flexibility to be reassigned within WEFF. </li>
</ul>

Job Qualifications

Knowledge of:
- Financial Institution operations to include deposit, lending, and small business banking
- Fundamentals of the financial industry, including an understanding of the Federal Reserve System, the check clearing process, and the legal theory of negotiable instruments
- Experience developing and executing on a competitive marketing strategy
- Personnel administration, wage/salary administration, performance evalua­tion, coaching, disciplinary action, succession planning, and training
- Business English, spelling, grammar, composition, and arithmetic
- PC literate, including working knowledge of Word and Excel
- High degree of tech knowledge to include use of video conferencing, on-line, mobile banking, use of virtual meeting such as teams and WebEx.
- Credit Union policies, products, services, regulations, and procedures a plus
 Skills
- Vision: Ability to complete necessary paperwork
- Speech/Hearing: Ability to communicate verbally with staff, members, and vendors
- Manual Dexterity: Ability to perform necessary computer-related input
- Physical Mobility: Requires significant finger manipulation, hand-arm manipulation, hand/arm steadiness, eye/hand/foot coordination, limb movement without visual control, hand/ear coordination, skilled body coordination, and skilled body positioning
- Ability to lift ten pounds
- Ability to stand for extended periods of time

Ability to effectively:
- Manage multiple deadlines
- Understand/follow complex written and oral instructions
- Comprehend complex functions/procedures
- Meet assigned deadlines
- Express oneself clearly/concisely, both orally and in writing
- Prepare and maintain confidential records and reports
- Gather, assemble, correlate, and analyze facts and develop solutions
- Analyze statistical and financial data
- Present a positive professional image and always maintain professional composure
- Interact with staff at all levels of the organization
- Make decisions and take initiative to resolve problems or unique circumstances
- Travel and attend off-hours WEFF, industry, and/or community meetings and activities, typically within the state of Florida
Education/Experience
 
- Job requires a two-year college level of language, math, and reasoning skills.
- Five years’ experience in a related field with equal responsibilities
- Proven branch management experience, as a bank manager or similar role
- Ability to meet sales targets and production goals.
- Familiarity with industry’s rules and regulations
- Excellent organizational skills
- Results driven and member focused.
- Leadership and human resources management skills


Notice: This job description is not intended to be, nor should it be construed as, a contract for employment. WEFF makes no guarantee of permanent employment. This job description is to be used as a guideline to give you an understanding of what the Credit Union has defined this position to be. Changes to this job description may be made by management.
WEFF is committed to collaborating with its employees to accommodate them with the physical aspects of a job to the extent a financial services organization can without impacting financial control or member service. WEFF is an Equal Opportunity Employer. m/f/h/v.

Financial Center Manager

<h3>Job Description</h3>
Job Description
Continental Shelf Associates, Inc. (CSA), a multidisciplinary U.S. corporation with a steadfast dedication to the ocean industry, is seeking a Project Financial Accountant specializing in cost accounting to join our Stuart, FL office.
Role Overview
Monitor, analyze, and report on construction project costs while maintaining accurate financial records and identifying cost-saving opportunities.
Key Responsibilities
<ul>
<li>Analyze and report construction project costs and financial performance metrics</li>
<li>Maintain detailed cost accounting records and generate comprehensive project reports</li>
<li>Perform variance analysis to identify and recommend cost-saving opportunities</li>
<li>Develop and monitor project budgets and financial forecasts</li>
<li>Partner with project managers to ensure accurate cost allocation</li>
<li>Track and analyze construction materials and supplies inventory costs</li>
<li>Support monthly/annual closing processes for accurate project financial reporting</li>
</ul>
Required Education and Experience
<ul>
<li>Bachelor's degree in accounting, Finance, or related field.</li>
<li>Proven cost accounting experience</li>
<li>Strong analytical and problem-solving capabilities</li>
<li>Advanced Microsoft Excel skills and proficiency in Office Suite</li>
<li>Strong knowledge of GAAP (Generally Accepted Accounting Principles).</li>
<li>Must have flexibility and the ability to multi-task priorities</li>
<li>Outstanding communication and interpersonal abilities</li>
<li>Exceptional attention to detail and independent work ethic</li>
<li>Demonstrated ability to work independently and as a team</li>
</ul>

Position Type/Expected Hours of Work This is a full-time position Monday through Friday, 8:00am to 5:00pm. 
Benefits: 
<ul>
<li>Health, Dental, Vision, Life, Accident, Hospital, Critical Care Insurances</li>
<li>Health Savings Plan (HSA)</li>
<li>Paid Time Off</li>
<li>401k </li>
<li>Roth</li>
<li>Great people to work with</li>
</ul>
Travel Travel is not expected for this position.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Job Type: Full-time 
Applicants must possess current, long-term authorization to work in the United States. 
CSA is unable to initiate visa sponsorship
CSA is an Equal Employment Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, veteran status, or disabled status.
EEO/AA/MFDV

Project Financial Accountant

<h3>Job Description</h3>
Job Description
Now Hiring: Controller – SoCal Construction 
Are you passionate about numbers, job costing, and driving project success through financial leadership? Join our team as Financial Controller, where you’ll lead the financial operations of a well-established construction company serving Southern California for over 12 years.
What You’ll Do:
<ul>
<li>Oversee the accounting team, including AP, AR, payroll, and labor compliance.</li>
<li>Manage construction project contract administration, including tracking change orders.</li>
<li>Partner with Project Managers to lead monthly financial reviews—focused on job costing, billing, cash flow, and change orders.</li>
<li>Collaborate with the Service Department to ensure accurate job costing and timely billing. Create reports that will enable the department to make better decisions.</li>
<li>Own the monthly financial close process and prepare bank and balance sheet reconciliations. Produce WIP reports and monthly financial statements. Track backlog monthly.</li>
<li>Participate in high level financial analysis and planning for the management team.</li>
<li>Monitor cash flow and accounts receivable, proactively addressing overdue accounts and optimizing vendor discounts.</li>
<li>Coordinate with external auditors.</li>
<li>Oversee the company’s insurance programs including renewals, audits, and claims (GL, Auto, Property, Health).</li>
<li>Ensure full compliance with payroll tax filings, sales tax filings, payments, and reporting.</li>
</ul>
What You Bring:
<ul>
<li>Must have the ability to see the BIG picture, delegate, and mentor the accounting team.</li>
<li>Strong attention to detail and analytical mindset.</li>
<li>Experience with job costing and accounting systems.</li>
<li>Familiarity with certified payroll, labor compliance, contract/lien law, and contract review.</li>
<li>At least 5 years in construction accounting with experience in job costing, Government billing systems, WIP reports, GL, AP/AR, and month-end close.</li>
<li>Minimum 5 years in a financial role within a construction firm and 1+ years in a leadership position.</li>
<li>Bachelor’s degree in Accounting or related field preferred.</li>
</ul>
What We Offer:
<ul>
<li>Salary Range: $95,000–$120,000, depending on experience.</li>
<li>401(k) Plan with Profit Sharing</li>
<li>100% Employer-Paid Health Insurance (choice of Sharp, Kaiser, or Scripps); optional dependent coverage via payroll deduction.</li>
<li>Voluntary Dental, Vision &amp; Disability Coverage</li>
<li>Generous Paid Time Off including vacation, sick leave, and paid holidays.</li>
<li>Career Growth: We promote from within and are committed to your personal and professional development.</li>
</ul>
We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Financial Controller

<h3>Job Description</h3>
Job DescriptionUrgent need for 3 Assistant Store Managers for our clients in 3 Locations:1. Charlotte, NC 2. Houston, TX 3. Woodland, TXAccepting all working visas: OPT, CPT We sponsor H1b, green card for the committed consultantsPlease send resume to <a href="mailto:recruit@pnkconnections.com" target="_blank">recruit@pnkconnections.com</a> with subject line "Assistant Store Manager"Scope and General Purpose of Job: To ensure the smooth and efficient running of store within the group, including Guest centric and business P&amp;LReported to: Store General ManagerResponsible for: Technicians/ Receptionists/ Cleaners/ Outsource service providersEnsures the professional and efficient operation of all outlets of the store. Coordinates all training and development programs, ensuring the correct standards are followed at the store. Keeps abreast of new research and developments relating to nails industrial. Ensures accurate maintenance of all records necessary for staffing and operations. Maintains records of all activities, especially Guest complaints, Guest's comments, and to oversee operation all around outlet to ensure the level of professionalism is maintained at all times. Assist Store Manager in controls and monitors all administrative, financial and sales operations under Company/ Corporate's guidelines. Assist Store Manager prepares monthly reports on all management aspects, to include statistical analysis of participation of employee, store month end inventory and Guest centric. Holding meetings and briefings when needed. Gives feedback and communicates with the store manager regarding the staffing, guest service. Customer Service Provides the appropriate level of professional, courteous, and caring service to other employees (internal customers) and other visitors to the division. Ensures all employees provide a courteous and professional service at all times. Handles guest and employee enquiries in a courteous and efficient manner, handling and recording complaints or problems if no immediate solution can be found, whilst feeding back a prompt follow up. Maintains positive guest and colleague interactions with good working relationships.Financial Maximizes employee productivity through the use of multi-skilling, multi-tasking and flexible scheduling to meet the financial goals of the business as well as the expectations of the guests. Ensures that your store operational budget is in line Implements and monitors all systems of stock control and inventory for all operating areas in the store.Marketing Greets VIP guests and potential membership clientele and conduct tours as necessary. Attends company's promotional parties and activities as required.Operational Ensures the smooth and efficient running of the operation areas of the store through effective supervision. Assist in prepares maintenance and cleaning schedules. Prepares employee hours via roster with regards to peak/low periods in accordance with the recognized business season. Records and follow-up any recognized maintenance requirement in equipment as they occur. Assist in prepare a monthly report on all aspects of the store operation Maintains careful and diligent security control of the store and surrounding public areas with regards to the persons and property therein. Records any such incidents as required. Ensures all Policy and Procedures concerning lost property, incident reports and guest complaints are observed. Ensures through effective management teamwork and efficient supervision that all services offered within the Plush store are available and executed with the utmost efficiency and courtesy as per the set standards. Assist with organization and programming of all events including the procurement of sponsorship as required. Assist with all aspect of administration, reception, cleaner, technician duties as required. All the other assignments if needed.

Assistant Store Managers

<h3>Job Description</h3>
Job DescriptionSalary: $80,000+ 
Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial and tax planning to high net worth and corporate clients.
 
Our relationship managers develop a trusting relationship with the client, understand and convey client goals and objectives, while working with the Stevens Foster team to design effective options to meet client goals, and personally convey those options to our clients.
 
Required skills and experience:
<ul>
<li>Financial services/financial planning experience (3-5 years)</li>
<li>Strong understanding of areas of personal financial planning such as: investing, executive benefits, estate planning, retirement planning and individual income tax</li>
<li>Time management</li>
<li>Problem solving</li>
<li>Excellent written and interpersonal communication skills</li>
<li>Team player demonstrating integrity, hard work ethic, and high moral character</li>
<li>Must maintain a high level of confidentiality and sensitivity of information</li>
<li>Demonstrate interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries</li>
<li>Always maintain high ethical standards</li>
</ul>
 
Benefits:
<ul>
<li>Paid time off</li>
<li>Voluntary paid time off</li>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Health insurance</li>
<li>Dental insurance</li>
<li>Vision insurance</li>
<li>Disability insurance (short term disability &amp; long term disability)</li>
<li>Health savings account</li>
<li>Flexible spending account</li>
<li>Dependent care flexible spending account</li>
<li>Life insurance</li>
<li>Parental leave</li>
</ul>
 
Schedule:
<ul>
<li>Monday to Friday</li>
<li>Hybrid opportunity after 6 months</li>
</ul>
 
Supplemental pay types:
<ul>
<li>Bonus opportunities</li>
</ul>

Financial Advisor

<h3>Job Description</h3>
Job DescriptionJob Title: Business/Financial Analyst Location: Pico Rivera, CA (100% On-site) must be local to be considered Schedule: Monday to Friday, 9:00 AM – 6:00 PM Contract Duration: 3 months, with potential for extension or permanent hire Compensation: $30–$40/hour, depending on experience
MUST HAVE SQL experience
Position Overview:
We are seeking a detail-oriented and analytical Business Analyst to provide temporary support to our Finance team during a time of growth and transition. Reporting directly to the Finance Manager and working closely with a collaborative team, this role will focus on analyzing financial data, preparing actionable reports, and assisting leadership across multiple locations in making informed business decisions.
Key Responsibilities:
<ul>
<li>
Analyze financial and sales data to support budgeting, forecasting, and variance analysis
</li>
<li>
Generate internal reports to aid strategic decision-making across departments
</li>
<li>
Collaborate with general managers and team leads to uncover trends and performance insights
</li>
<li>
Help streamline data processes and improve the accuracy of reporting
</li>
<li>
Assist with ongoing financial projects and provide support for ad hoc analysis requests
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Finance, Accounting, Business, or related field
</li>
<li>
1–3 years of experience in a business or financial analyst role
</li>
<li>
Working knowledge of SQL (basic to intermediate level)
</li>
<li>
Proficiency in Microsoft Excel (including pivot tables, VLOOKUPs, and IF statements) and Microsoft Access
</li>
<li>
Strong understanding of financial and sales data
</li>
<li>
Excellent verbal and written communication skills
</li>
<li>
Adaptable, coachable, and eager to grow in a dynamic environment
</li>
</ul>
 Pay Details: $30.00 to $40.00 per hour Search managed by: Allison Lau Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://www.lhh.com/us/en/candidate-privacy" target="_blank">https://www.lhh.com/us/en/candidate-privacy</a> The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: 
<ul>
<li>The California Fair Chance Act</li>
<li>Los Angeles City Fair Chance Ordinance</li>
<li>Los Angeles County Fair Chance Ordinance for Employers</li>
<li>San Francisco Fair Chance Ordinance</li>
</ul>
 ]]&gt;

Business/Financial Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
This role is a member of our executive management team and reports directly to the Chief Executive Officer (CEO).
As the CFO, you will play a pivotal role in driving our financial success and ensuring the well-being of our company. Your expertise will shape our financial strategy, making a significant impact on day-to-day operations and long-term growth. We seek a seasoned strategist who can lead the implementation of efficient accounting practices and policies, optimizing the use of our funds. As a key member of the senior management team, you will demonstrate strong leadership and communication skills, representing our company values while exceeding the expectations of our vendors and customers by performing the following:
Duties and Responsibilities:
<ul>
<li>Establish and optimize processes and reporting for cash management, insurance, budgeting, and financial reporting to drive our financial strategy.</li>
<li>Enhance the integrity of our financial information through recommended improvements.</li>
<li>Lead the development of annual operating and capital budgets, providing access to project finance information and ensuring contract/grant compliance and reporting.</li>
<li>Research revenue opportunities, analyze internal operations, and identify areas for cost reduction and process enhancements.</li>
<li>Oversee HR benefit and payroll operations to ensure best practices, accurate recording, and cost containment measures.</li>
<li>Monitor business performance, implement corrective measures as needed, and present detailed reports to the executive team and key stakeholders.</li>
<li>Manage finance staff and oversee financial IT systems, ensuring compliance with relevant regulatory entities.</li>
<li>Ensure cash flow alignment with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities.</li>
<li>Maintain strong relationships with financial institutions and external service providers.</li>
<li>Develop and implement best practices and tools to ensure a well-controlled and flexible organization with strong fiscal management, project coordination, cross-team communications, and workflows.</li>
<li>Present progress reports on departmental projects to senior management and customers as required.</li>
<li>Prepare the Company for potential M&amp;A events.</li>
</ul>
General Expectations:
<ul>
<li>Collaborate effectively with other managers to promote teamwork and a positive work environment to achieve company goals.</li>
<li>Lead accounting process improvements, expense reduction, and ensure accurate and timely reporting.</li>
<li>Deliver financial reporting and statements on time.</li>
<li>Demonstrate sound decision-making skills with meticulous attention to detail.</li>
<li>Exhibit executive presence and courage.</li>
<li>Be an effective and contributing member of the Leadership Team.</li>
<li>Embody the Company's core values in all communications and activities..</li>
</ul>
 
Requirements:
Chief Financial Officer Qualifications/Skills:
<ul>
<li>Master’s degree (or equivalent experience) in accounting or finance</li>
<li>Minimum of 10 years of increasing responsibilities within accounting and finance</li>
<li>Minimum of 5 years of senior management experience</li>
<li>Minimum of 5 years financial and technical reporting experience</li>
<li>Accounting certification preferred (CPA)</li>
<li>Strong analytical and computation skills, coupled with demonstrated strategic planning skills.</li>
<li>Military contracting experience a Plus</li>
<li>Demonstrated ability to communicate effectively orally and in written form, internally and externally.</li>
<li>Highly proficient with QuickBooks online/Desktop and MS Office Suite.</li>
<li>Demonstrated financial IT systems experience, CETEC a plus.</li>
<li>Solid GAAP knowledge and experience</li>
<li>Aerospace or Biomedical experience specialization a plus.</li>
</ul>
Work Environment Requirements:
<ul>
<li>Office environment is typical for day-to-day operations.</li>
</ul>
***Only those that immediately (now) go to the following address and complete the 7-minute personality profile survey will be considered for this position. There is no right or wrong answer, simply a cultural assessment. When your resume is reviewed, IT WILL BE REJECTED IF THE SURVEY HAS NOT BEEN COMPLETED.<a href="https://assessment.predictiveindex.com/bo/97YX/CFOCandidate" target="_blank">https://assessment.predictiveindex.com/bo/97YX/CFOCandidate</a>Total comp includes base + quarterly bonus + Equity This position is ideal for someone who is driven by the challenge of building and understands the rewards of the equity position at time of change in control. About us Knight Aerospace exists at the exciting intersection of aerospace, military, and medical technology. Our mission is to modernize aerospace transportation to be modular, adaptable, and customizable in an ever-changing world. We have established ourselves as the industry leader in providing quality and reliable “Quick-Change/Roll-On Roll-Off” modules and pallets to enhance the functionality of various cargo aircraft. These products allow our customers to quickly adapt their aircrafts to fit their current needs. For example, our newest product is a Aeromedical Biocontainment Module that allows for isolated medical transport units to be installed into a cargo aircraft in 45 min. Especially with the onset of COVID19, demand in the market has proven the value of our products and now we are looking to scale up. As we grow, we will continue to root our culture in these core values: Caring – We put our hearts into everything we do and into every relationship. Each employee and customer relationship is essential to the success of our business. Dynamic – Passion, energy, and drive for success allow us to adapt and create innovative solutions. We balance legacy talent with curious perspective. Excellence – Because we are committed to delivering the highest quality products we strive for the best practices, and best procedures to enable the best people to make the best products. Dedication – Loyalty and willingness to step-up creates a dynamic work environment and a united team. Stewardship – We manage our resources as if they were ours personally. We are proud of our products, company, and reputation.… and we make it fun because that’s how we roll! Our work environment includes:
<ul>
<li>Modern office setting</li>
<li>Wellness programs</li>
<li>Small family-like environment</li>
<li>Regular social events</li>
<li>Casual work attire</li>
</ul>
NOTE: Recruiters please do not respond or contact via email/LinkedIn.

Chief Financial Officer

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary
The Manager, Financial Reporting performs accounting functions typically associated with advanced accounting such as preparing statutory financial statements and notes; preparing data for tax return filings, reviewing prepared tax returns and coordinating tax return filings; preparing various regulatory and rating agency filings; coordinating the annual budgeting process; preparing various internal management/budget reports; processing, summarizing and reviewing certain investment and other transactions; and verifying the accuracy of journal vouchers and accounting classifications assigned to various records.
Primary Responsibilities
· Maintain a schedule and ensure compliance with all filing deadlines for all states, NAIC, rating agencies, etc. 
· Prepare the statutory quarterly and annual financial statements, including the notes to the financial statements. 
· Evaluate and maintain software and worksheets to produce quarterly and annual statements.
· Review results of NAIC meetings to stay on top of proposed changes to statutory accounting standards and blanks instructions.
· Calculate various accounting entries, including but not limited to pension and post-retirement benefit plan entries, deferred compensation, and guaranty assessments.
· Review and approve all investment accounting functions for real estate and mortgage loan investments. 
· Reviews and approve investment accounting entries received from the external investment manager.
· Review and approve all accounting for Schedule BA assets (assets not managed by external investment manager).
· Prepare the initial draft of the NAIC Management Discussion and Analysis (MD&amp;A).
· Prepare the report of risk-based capital (RBC) and other regulatory schedules.
· Prepare reports for rating agencies and state insurance departments as required.
· Prepare the annual audited financial statements and notes to the financial statements for review by external auditing firm.
· Coordinate with external auditing firm for the audits of (1) Illinois Mutual and (2) pension &amp; 401(k) plans.
· Understand and utilize the SunGard Enterprise Accounting System, including advanced features and related internally developed databases based on this system.
· Assist in the preparation of quarterly and annual estimated taxes. Coordinate payment of any required tax payments. 
· Assist with preparation of any state tax returns that are not prepared by external tax CPA firm. 
· Review and approve fixed asset accounting, including both book and tax depreciation.
· Coordinate the preparation of the annual expenses budget and preparation of operational reports analyzing revenues and expenses and capital budgets.
· Perform monthly budget vs. actual analysis and communicate results to the management team. 
· Prepare the accounting portions of the annual actuarial cost study which includes cost allocation between lines of business.
· Establish and maintain peer contacts with professionals in the industry.
· Coordinate state insurance department financial examinations and review requests from and responses to state examiners; drafts initial responses to state examiners.
· Attend continuing education webinars/seminars to maintain statutory accounting knowledge.
· Recommend enhancements to reporting processes and systems.
 
Anticipated Salary: $115,000 - $135,000 (Exact starting salary will be based on experience) 
Benefit Overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include:
<ul>
<li>Compressed 4 1/2-day work week (Half-Day Fridays)</li>
<li>No monthly premium cost for employee medical, life and disability insurance coverage</li>
<li>Paid time-off accrual, including annual rollover; and paid holidays</li>
<li>Competitive 401(k) plan with immediate vesting on Company contributions</li>
<li>Discounted on-site employee cafeteria</li>
<li>On-site exercise facility and company-provided exercise time</li>
<li>Tuition reimbursement and training incentives</li>
<li>Access to voluntary dental and vision insurance coverage</li>
</ul>
Requirements:
Job Qualifications
· Bachelor’s degree* in Accounting required[1]; MSA or MBA a plus.
· CPA/CMA required.
· Budgeting and planning experience helpful.
· 5-10 years of insurance company accounting experience or related industry experience.
· Experience with Annual Statement preparation software products.
· Strong working knowledge of MS Office products (Word, Excel, Access). 
· Good written and oral communication skills; team player. 
· Tact and emotional maturity.
· Knowledge of SunGard Enterprise Accounting System helpful. 
· Well organized; able to meet various reporting and filing deadlines.
*College or university must be sufficiently accredited and listed in the U.S. Department of Education Accreditation Directory.
 
Reporting Relationships
· Reports to Vice President, Finance and Controller.
· Supervises Financial Reporting Accountant
· Works closely with Actuarial Department in various quarterly and annual filings.
· Works closely with Manager, General Accounting on general ledger, cash and related accounting issues.
· Works closely with external auditors on annual audits.
· Works closely with insurance department examiners on financial examinations (usually occur every 3-5 years).
· Works closely with third party firms hired to manage foreclosed real estate in order to properly account for these transactions.
· Works closely with Human Resources on compensation-related information for cost allocation, regulatory reporting, and preparation of the annual budget.
· Works closely with all department managers in preparation of annual budgets.
· Significant exposure to Company executives.

Manager, Financial Reporting

<h3>Job Description</h3>
Job DescriptionDescription:
Job Title: Financial Controls Analyst
Classification: Analyst
FLSA Status: Exempt
Salary: $55,000 - $72,000, depending on qualifications
Location: Atlanta, GA/Hybrid
 
Applicant must be authorized to work in the United States. 
 
Position Description Summary:
 
The Financial Controls Analyst works directly with the project managers, program controls directors, and project controls staff in support of the project’s financial goals and objectives. This includes project setup, work plan coordination, contract administration, measuring and reporting progress, and analyzing cost or budgetary deviations. This position will also participate in discussions with the Project Team and Management on the status of the project financials to identify project risks and opportunities that can impact the contribution to the overall project schedule, budget and reimbursement process. 
The Analyst will prepare and/or support preparation of project budget and financial updates, cashflow forecasts, budget to actual trends, spending forecasts and various monthly project financial reports. Requires the ability to analyze contract terms, review and audit invoices related to those contracts, identify cost trends, and interpret change order and schedule impacts. This information will be reported accurately and timely between clients, stakeholders, financial controls staff and to the project manager(s).
Requirements:
 
Essential Function(s) of the Position:
<ul>
<li>Initiate and support in the review, approval, and execution of project related contracts and applicable change orders.</li>
<li>Responsible for timely and accurate invoice reviews and approval processes.</li>
<li>Assist in the monthly reporting process, including but not limited to budget to actual, project spend trends and cashflow analysis, submitting a draft report for discussion with management.</li>
<li>Initiates project financial summaries and phasing set up with support from the project manager(s); advises the team in policies, standards, methodologies, and processes.</li>
<li>Maintain proper project records and contract files.</li>
<li>Help identify, resolve and guide appropriate staff on billing disputes and required corrections on draft invoice packages.</li>
<li>Assist the project manager(s) in developing and maintaining the project workflow(s) and plan(s) to ensure project schedule and financials are reported accurately.</li>
<li>Performs miscellaneous reconciliations of project financials, as needed.</li>
<li>Assist in preparation of reports and presentations and aids in budgeting process.</li>
<li>Ensure smooth workflows and operations by identifying needs, reporting any issues, and informing management of necessary actions required for improvement.</li>
<li>Serve as the liaison between the Project Management Team and contractors/consultants to assist with troubleshooting various invoicing issues.</li>
<li>Act as owner representative and perform required data entries related to the Client’s financial system(s).</li>
<li>Present financial data while participating in project meetings and/or audits of financial information, as required.</li>
</ul>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
Education &amp; Experience Requirements:
<ul>
<li>High School Degree required. Associate degree or bachelor’s degree in Accounting, Finance, Mathematics, Engineering, or another related field is preferred. Applicable experience may be substituted for degree requirements.</li>
<li>Advanced systems skills – SharePoint, Microsoft Office Suite – particularly Excel</li>
<li>Knowledge of VantagePoint, standard project management software (Procore, Prolog, Bluebeam, etc.), or a Customer Relationship Management (CRM) system is a plus</li>
<li> </li>
</ul>
Position Qualifications:
<ul>
<li>Strong work ethic, team player, dedicated, reliable, self-motivated and positive attitude</li>
<li>Organized and detail oriented with an ability to work independently</li>
<li>Able to prioritize multiple tasks and deadlines</li>
<li>Must be accurate and efficient with the ability to meet deadlines</li>
<li>Flexible and able to drive / guide change</li>
<li>Ability to work in a fast-paced, global environment</li>
<li>Excellent written and oral communication skills, ability to communicate effectively with management teams and respond to questions from within and outside the organization</li>
<li>Experience with risk identification, audits and project management skills is a plus</li>
</ul>
 
Physical Demands:
While performing the duties of this job, the employee is regularly required to stand, sit for long periods, bend, use hands to manipulate (type), talk and hear; walk; sit, and lift or move no more than ten (10) pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. 
Mental Demands:
While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information, and documents; analyze and solve problems, use math, and mathematical reasoning; observe and interpret situations; learn and apply new information or new skills; work under deadlines with occasional interruptions, and interact with staff and other companies.
 
Working Conditions:
Remote / Work from Home (WFH) with occasional travel to project site(s)
Periodic weekend or evening work may be required
 
 
 
This position description is intended to describe the general nature and level of work being performed by a person assigned to this job. This is not to be construed as an exhaustive list of all duties that may be performed by an employee so classified.
 
Jacobsen|Daniels is an Equal Opportunity Employer and strives for diversity. J|D, in accordance with applicable law, does not discriminate in hiring or otherwise in employment on the basis of race, color, religion, sex, national origin, age, marital or veteran status, disability, sexual orientation, or any other legally protected status. EOE/AA/Vets

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