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city

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<h3>Job Description</h3>
Job Description
Enjoy what you do while contributing to a company that makes a difference in people’s lives. US Fertility, one of the premier fertility centers in the United States, continually seeks experienced, compassionate, and dynamic team players who are committed to delivering exceptional patient care to join our growing practice. The work we do building families offers stimulation, challenge, and personal reward.
If you're a Financial Educator looking for a new opportunity to work in a fast-paced, professional environment where your talent contributes to changing people’s lives, then we want to talk to you. This position requires collaborating with physicians, other medical providers, and patients by providing expert care and service for fertility treatments.
We have an immediate opening for a full-time remote Financial Educator to work for our Orlando, FL office. The schedule is Monday through Friday, 7:30a- 4p
How You'll Contribute:
We always do whatever it takes, even if it isn’t specifically our “job.” In general, the Financial Educator is responsible for:
Consult with patients regarding their benefits, coverage and financial options
Perform aspects of benefit verification and prior authorization
Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison
Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information
Skills &amp; Qualifications
The skills and education we need are:
Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction
Must have experience reading and understanding payer remittance advice. Includes the ability to differentiate between allowed charges, contractual adjustments, line item denials/reasons, patient responsibility (co-pay, co-insurance, and deductibles), etc.
Bachelor's Degree preferred
Experience working in an OB/GYN office is a plus
Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies
Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy
Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel
High level of customer service essential
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful.
At US Fertility, we promote and develop individual strengths in order to help staff grow personally and professionally. Our core values - Empathy, Patient Focus, Integrity, Commitment, and Compassion (EPICC) – guide us daily to work hard and enjoy what we do. We’re committed to growing our practice and are always looking to promote from within. This is an ideal time to join our team!
What We Offer: 
We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types:
<ul>
<li>Full-Time Employees (30+ hours/week): Medical, dental, and vision insurance, 401(k) with company match, tuition assistance, performance-based bonus opportunities, generous paid time off, and paid holidays</li>
<li>Part-Time Employees: 401(k) with company match and performance-based bonus opportunities</li>
<li>Per Diem Employees: 401(k) with company match</li>
</ul>
To learn more about our company and culture, visit here.
How To Get Started:
To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

Financial Educator Remote

<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

Financial Controls Analyst

<h3>Job Description</h3>
Job DescriptionDescription:
About SCDC:
S.H.A.R.E. Community Development Corp (SCDC) is a problem-solving multifamily real estate development and investment company based in Houston that develops, builds, sells, and manages Class-A apartment communities. Our core values are built upon "S.H.A.R.E.", which stands for Supplying Humanity with Achievements, Resources and Education. Our mission is delivering superior returns for Investor-Purchasers, providing maximum value for their tenants, and creating positive impacts in the communities we serve by focusing on a holistic betterment of society and by recognizing that profit is only one aspect of our broader goals and responsibilities. 
 
Why SCDC:
At SCDC, our dedication to integrity means creating relationships that are the foundation of all our internal and external interactions as a company. If you share our relentless pursuit for a better future, our passion for innovation, and are excited about working with some of the top innovators in the world, then this could be the place for you. 
 
WHO ARE WE LOOKING FOR?
SCDC is seeking a Chief Financial Officer for one of our subsidiary companies. We are looking for a financial management executive who can evidence strong C-level leadership while working in a fast-paced “start-up” environment. The ideal candidate will exhibit the capacity to do context switching on the spot, think on their feet, and be willing to roll up their sleeves and do all types of work (strategic and tactical) – no task will be beneath them. 
 
The?Chief Financial Officer?will be responsible for developing, directing, administrating, overseeing, planning, and reporting all accounting functions and overall management of the financial team in a fast-paced manufacturing environment. 
 
ESSENTIAL JOB REQUIREMENTS:
<ul>
<li>A master’s degree in a relevant field, MBA, CPA or PhD and 15 years plus of relevant experience; or comparable combination of education and relevant experience. </li>
<li>At least 10 years of experience as a CFO and experience in a startup environment (A MUST). </li>
<li>Demonstrated experience in Financial Planning, Forecasting, Financial Analysis, Developing &amp; Monitoring Budgets and Risk Management. </li>
<li>Demonstrated experience in Financial Leadership, including the ability to lead and mentor financial teams. </li>
<li>Familiarity with local, State, and Federal Financial Regulations, including Tax Laws, Tax Mitigation Strategies and Regulatory Compliance. </li>
<li>Demonstrated ability to organize information, think critically, and problem solve in a start-up environment. </li>
<li>Advanced proficiency in Microsoft Excel and Microsoft Office. Candidates with limited proficiency will not be considered. </li>
</ul>
RESPONSIBILITIES:
<ul>
<li>Strategic Leadership: Acting as a strategic partner to the leadership team, you will help to shape the company’s overall strategy and future direction. </li>
<li>Financial Reporting: You will oversee all financial functions including accounting, budgeting, credit, insurance, tax, and treasury. </li>
<li>Risk Management: You will identify and manage financial risks, ensuring compliance with financial regulations (such as GAAP) and policies. </li>
<li>Investment and Capital Structure: You will evaluate and advise the leadership team on cash management strategies, borrowing and managing the capital structure of the Company. This also includes exploring and taking action on M&amp;A opportunities. </li>
<li>Team Leadership: You will start with a small team and you will ensure that they have the skills and tools to support the business’s financial operations. </li>
<li>Technology and Process Improvement: You will lead the evaluation and recommendation of financial systems, processes, and technology to improve efficiency and support the company’s growth. </li>
</ul>
Additional Details
COMPENSATION AND BENEFITS
<ul>
<li>Salary: $312,000+ annual paid bi-weekly</li>
<li>Full Time Benefits: After completion of a probationary period, you will be eligible for full-time company benefits. </li>
<li>This is an on-site role. </li>
<li>We do not offer remote or hybrid working opportunities. </li>
<li>This position is in Downtown Houston, Texas 77002. </li>
</ul>
Schedule:
<ul>
<li>Monday to Friday </li>
</ul>
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities as needed. 
 
EQUAL EMPLOYMENT OPPORTUNITY
S.H.A.R.E. Community Development Corp. is an Equal Opportunity Employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information, or any other basis protected under applicable discrimination law. SCDC strives to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and know that remarkable things happen when people from a diverse set of backgrounds come together. Please visit our website at <a href="https://sharecommunitydevelopmentcorp.com" target="_blank">https://sharecommunitydevelopmentcorp.com</a>.
 
NOTICE TO THIRD PARTY AGENCIES
Please note that S.H.A.R.E. Community Development Corp. does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, we will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of S.H.A.R.E. Community Development Corp. 
Requirements:

CHIEF FINANCIAL OFFICER

<h3>Job Description</h3>
Job DescriptionDescription:
Job Summary
As a Financial Reporting analyst, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will also develop and own revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements. 
 
Essential Duties and Responsibilities: Budget/Forecast
•Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis
•Prepare and review financial variances between Actual/Budget/Forecast
•Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
•Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
•Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
•Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
•Conduct presentations to management and department directors as needed
 
Key Performance Indicators
•Report monthly on margin and profitability metrics.
•Investigate variances vs. plan and meeting with department managers for input.
•Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot and PowerBI) for consolidation of data and measuring interdependencies.
•Report on quarterly metrics to measure strategic initiatives and its effectiveness
 
Financial Modeling
•Develop complex financial models and present analytics to support Sales, Marketing, and R&amp;D teams
•Assist in developing complex models that support the financial modeling related to potential Mergers &amp; Acquisitions activity.
•Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.
•Develop, interpret, and implement financial concepts for financial planning
•Prepare various industry and market analyses and benchmarking, as required
 
Requirements
<ul>
<li>Experience in financial modeling, business analysis, FP&amp;A, business integration</li>
<li>Excellent MS Office skills, specifically MS Powerpoint and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)</li>
<li>Advanced experience working with a corporate budgeting process</li>
<li>Strong analytical and problem-solving skills</li>
<li>Good communication skills (verbal, written and listening).•Ability to switch from complex to routine tasks when required.</li>
<li>Experience using ERP systems, such as, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software in a corporate environment.</li>
<li>Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot &amp; Excel).</li>
<li>Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred.</li>
<li>Prior cost accounting experience required.</li>
<li>Bachelor’s degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred</li>
</ul>
Requirements:

Senior Financial Analyst

<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: Aspen or Denver, Colorado/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>
</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

<h3>Job Description</h3>
Job Description

Director, Financial Planning
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.&nbsp; 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.&nbsp;
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!&nbsp;
Responsibilities:

<ul>
<li>Serve the client's best interests, providing outstanding financial advice guidance</li>
<li>Effectively evaluate client situations and analyze their needs</li>
<li>Develop and present a compelling set of recommendations</li>
<li>Adept at building positive relationships with clients</li>
<li>Skilled at influencing clients to improve their financial well-being</li>
</ul>
Requirements:

<ul>
<li>Direct client-facing experience in a fee-based wealth management or planning role</li>
<li>Results driven approach with a consistent track record to form relationships</li>
<li>Desire for role with base salary, performance-based compensation and growing earnings potential</li>
<li>Must possess an active Series 65</li>
<li>Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment</li>
<li>A Clean U-4</li>
<li>A Certified Financial Planner (CFP) or other certification is desired but not required</li>
</ul>
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000- $130,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.&nbsp;If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or <a href="mailto:HRQ@EdelmanFinancialEngines.com" target="_blank">HRQ@EdelmanFinancialEngines.com</a>.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024. &nbsp;

Director, Financial Planning

<h3>Job Description</h3>
Job Description
The Financial Aid Counselor assists in the implementation of all federal and state programs, procedures, and regulations; assists in the dissemination of pertinent information to the campus community; assists in the processing of financial aid applications, the collection of all required documents and data, and the determination of awards; assists in the development and distribution of campus-specific mailings; works closely with the offices of Academic Advising Career and Transfer Services, Admissions, Community Standards and Counseling, EOP, One Stop, Student Records and Student Accounts to insure college compliance of federal, state, and institutional regulations and policies; assists in the advisement and counseling of students on financial-aid related matters and refers students to appropriate departments for other matters; support collegewide efforts for recruitment and retention; participates in staff development and training; assures the confidentiality of records; coordinates and implements outreach programs to students; assists in the intake of all paperwork and the coordination of outgoing communications; provides assistance and oversight of all federal aid programs (Pell, Direct Loans and Work Study) and operates as a team member of both the Financial Aid Office and the Division of Enrollment Management.
FLCC is committed to diversity, equity and inclusion, and strives to provide an environment that embodies these principles. We strive to attract talented personnel from diverse backgrounds and traditions, particularly of race and ethnicity, gender, gender identity, sexual orientation, nationality, culture, religion, worldview and physical and mental abilities. As such, applicants from historically under-represented groups are highly encouraged to apply.
Qualifications:
<ol>
<li>
Education: Bachelor's degree required; Master's degree preferred.
</li>
<li>
Experience: One-year financial aid experience preferred. Community College experience preferred. Certified Financial Aid Administrator Preferred.
</li>
<li>
Special Skills: Must have excellent interpersonal and communication skills, the ability to comprehend financial aid regulations, knowledge of automated systems and a commitment to exceptional customer service.
</li>
</ol>
Essential Functions
<ol>
<li>
Coordinates and/or assists with the export processes for federal files.
</li>
<li>
Organizes and participates in both on- and off-campus recruitment and retention activities, such as high school parent night programs, Admissions open houses and workshops and other community activities.
</li>
<li>
Represents the Director at meetings as requested.
</li>
<li>
Coordinates the collection of documentation of economic eligibility for the Educational Opportunity Program for their assigned caseload. Works closely with the Director of EOP to ensure economic eligibility determinations are completed and EOP targets are met.
</li>
<li>
Represents the Financial Aid Office on various committees on and off campus as appropriate.
</li>
<li>
Provides assistance and outreach services to our campus centers.
</li>
<li>
Counsels prospective and current students and their families on the phone and in-person.
</li>
<li>
Assists with front counter duties with staff.
</li>
<li>
Proactively reviews anticipated financial aid disbursements to student accounts. Analyzes refund reports to prevent inadvertent overpayments which may cause an AR balance in the Student Accounts Office.
</li>
<li>
Assists the Director with the coordination of the SAP process, reviews SAP appeals, and creates academic plans in conjunction with the AACTS office.
</li>
<li>
Trains and provides guidance to Professional Academic Advisors (PAA) to ensure they register their students for the appropriate coursework to maintain eligibility in special aid programs like Excelsior, GI Bill, etc.
</li>
<li>
Conducts financial-aid workshops for new and returning students to help students complete and understand the financial-aid process.
</li>
<li>
Participates in professional development activities at the institutional, regional, state, and federal level.
</li>
<li>
Assists in the creation of computer-generated reports for the office. Analyzes, interprets, and provides relevant insights on data.
</li>
<li>
Assists in the answering of office phone calls
</li>
<li>
Assists the Director in maintaining the Ellucian Colleague system including testing Ellucian Colleague rules, algorithms, and quality control mechanism after upgrade and patching of existing systems, new integrations, and aid year rollover.
</li>
<li>
Assists in the daily intake of all paperwork including logging in forms received and helping coordinate outgoing communications with students and families
</li>
<li>
Assists the Director with parts of the FISAP.
</li>
<li>
Coordinates alternative/private loan processing, including, but not limited to, certification, reviewing error reports, and reconciliation.
</li>
<li>
Meets with lender representatives to stay informed about private loan programs, eligibility requirements, and application processes. Disseminates pertinent information to other offices on campus.
</li>
<li>
Completes verification by conducting a thorough review of student and parent federal and NYS tax returns, and other income documents to determine tax filing requirements, appropriate filing status, and accurate exemptions in accordance with IRS Publication 17. Analyzes tax data and compares it to FAFSA-reported information to verify accuracy, identify and correct discrepancies, and ensure compliance with federal and state financial aid regulations.
</li>
<li>
Resolves Comment Codes and any errors and/or conflicting information on the FAFSA.
</li>
<li>
Plans and performs a variety of complex financial aid functions, including evaluating special circumstances (e.g., loss of income, medical expenses), and applying financial aid policies to unique situations. Exercises professional judgment to independently resolve issues such as dependency overrides, special circumstance appeals, and professional judgment adjustments. Uses discretion to make necessary adjustments to FAFSA data elements, including recalculating AGI, tax paid, or other tax-related data, to modify the SAI (Student Aid Index) as permitted within the regulatory framework, adapting standard procedures to meet individual student needs.
</li>
<li>
Oversees and executes essential daily batch processing within Ellucian Colleague to ensure seamless integration of multiple systems and interfaces, including, but not limited to, FPP, COD, NSLDS, HESCWeb, OnBase, Elm, etc. This includes ISIR imports, COD file transfer, NSLDS file processing, HESC file transfer, ELM imports, and transfer monitoring. Identifies, analyzes, and resolves batch processing errors.
</li>
<li>
Works with project managers and computer programmers to scope system automations and workflow enhancements pertinent to their caseload. Participates in User Acceptance Testing for all software enhancements and provide feedback to developers.
</li>
<li>
Performs other related duties as assigned by the Director of Financial Aid.
</li>
</ol>
Essential Program Specific functions (to be assigned to specific counselors at the discretion of the Director of Financial Aid)
<ol>
<li>
Coordinates all aspects of a specific federal and/or state programs including (examples include: Pell, federal loans, federal work study (FWS), veteran's benefits, NYS Aid):
<ul>
<li>
Certifications, adjustments and disbursements.
</li>
<li>
Coordinating FWS hiring events, oversees hiring process in conjunction with HR and supervisors across campus, and supervises the FA FWS students.
</li>
<li>
Reconciliations of the awards monthly and annually.
</li>
<li>
Remaining current on all regulations surrounding said programs.
</li>
<li>
Counseling, records retention, compliance of program's
</li>
<li>
Provides continued improvement of programs for student service.
</li>
<li>
Remains current on all necessary hardware/software programs.
</li>
</ul>
</li>
<li>
Performs complex Return to Title IV Calculations (R2T4), determining the appropriate method based on whether the calculation applies to a standard or module-based program. Assesses and applies withdrawal exemptions specific to programs offered in modules, ensuring compliance with institutional policies and federal regulations. Accurately calculates the percentage of the payment period completed by the student, factoring in any adjustments for partial withdrawals or program changes.
</li>
<li>
Performs Need Analysis using the Federal Methodology (FM), reviews aggregate aid eligibility and lifetime eligibility use, determines financial aid awards, and packages financial aid.
</li>
<li>
Coordinates the application and award process for summer sessions. Counsels students, reviews applications and awards students.
</li>
<li>
Responsible for SUNY Cross Registration financial aid section.
</li>
<li>
Shares all Excelsior duties with the Director of Financial Aid
</li>
<li>
Participates on college academic appeals committee.
</li>
<li>
Assists with the preparation of Social Service, Access-VR and landlord letters
</li>
<li>
Assists with the awarding of Foundation and outside aid awards
</li>
</ol>
Benefits and salary range:
Applicants receiving benefits through the New York State Retirement System should review state regulations regarding post-retirement employment. This position is not eligible for employment under a Section 211 waiver.
<ol>
<li>
Competitive starting salary in the range of $49,764 - $52,874 and is commensurate with qualifications
</li>
<li>
NYS retirement or Optional SUNY Retirement Program
</li>
<li>
SUNY Voluntary Savings Plan
</li>
<li>
Comprehensive Health and Dental Insurance through Excellus BCBS
</li>
<li>
FSA
</li>
<li>
21 days of annual leave, 12 sick days, and 13.5 holidays annually
</li>
<li>
FLCC Tuition Waiver for employee and dependents
</li>
<li>
Tuition assistance – 4-year institutions
</li>
</ol>
Special Notes: Visa sponsorship is not available for this position. If you currently need sponsorship or will need it in the future to maintain employment authorization, you do not meet eligibility requirements.
Application Instructions:
Applicants interested in applying MUST submit the following documents via online:
<ol>
<li>
Resume/Cv
</li>
<li>
Cover letter
</li>
</ol>
Applications will only be accepted online.
Finger Lakes Community College does not discriminate against any employee, applicant for employment, student or applicant for admission based on an individual’s race, color, national origin, religion, creed, age, disability, sex, gender identification, gender expression, sexual orientation, familial status, pregnancy, predisposing genetic characteristics, military status, veteran status, domestic violence victim status, criminal conviction or any other category protected by law. The College adheres to all federal and state civil rights laws prohibiting discrimination in public institutions of higher education.

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