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<h3>Job Description</h3>
Job Description
GreenSpark Solar is seeking a strategic and forward-thinking Chief Financial Officer (CFO) to lead all financial functions and guide the organization’s long-term financial health. Reporting directly to the CEO and serving as a key member of the Leadership Team, the CFO plays a critical role in shaping strategy, supporting growth, and ensuring financial excellence across the company.
The ideal candidate thrives in a mission-driven, fast-evolving environment focused on triple bottom line success, People, Planet, and Profit and brings a balanced mix of strategic insight, operational depth, and strong leadership.
 
Essential Job Functions &amp; Key Responsibilities: 
Strategic Leadership &amp; Executive Partnership
<ul>
<li>
Serve as a strategic partner to the CEO and Leadership Team, helping shape corporate strategy, long-range planning, and organizational priorities.
</li>
<li>
Evaluate the financial impact of new programs, growth initiatives, investments, and regulatory actions.
</li>
<li>
Provide insights and recommendations to drive revenue growth, profitability, and organizational performance.
</li>
<li>
Take a thoughtful, balanced approach that considers stakeholder outcomes and supports GreenSpark’s triple bottom line values.
</li>
</ul>
Financial Strategy, Planning &amp; Analysis
<ul>
<li>
Lead long- and short-term financial planning, forecasting, modeling, and scenario analysis aligned with company goals.
</li>
<li>
Analyze financial strengths, risks, and opportunities; develop strategies to optimize performance and mitigate weaknesses.
</li>
<li>
Develop and implement a comprehensive set of KPIs to monitor business health and evaluate team performance.
</li>
<li>
Ensure timely, accurate analysis of financial performance and trends to support executive decision-making.
</li>
</ul>
Accounting &amp; Financial Operations Oversight
<ul>
<li>
Provide executive oversight of all accounting operations, including month-end close, audit preparation, internal controls, A/R, A/P, grants accounting, and compliance.
</li>
<li>
Ensure financial records and reporting comply with GAAP and all funds are properly monitored.
</li>
<li>
Oversee the preparation and approval of financial statements, reports, dashboards, and internal/external financial communications.
</li>
<li>
Continuously improve financial processes, systems, and policies to enhance accuracy, efficiency, and transparency.
</li>
<li>
Oversee budgeting, cash flow management, cost allocation, and financial controls across all company programs and locations.
</li>
</ul>
Capital Strategy, Fundraising &amp; External Relationships
<ul>
<li>
Lead capital planning and capital raising efforts aligned with company growth goals, including debt, equity, and hybrid financing structures.
</li>
<li>
Develop and manage banking, lending, and financial institution partnerships.
</li>
<li>
Engage with prospective capital partners and represent the organization in investment, financing, and strategic partnership discussions.
</li>
<li>
Oversee treasury functions, risk management, insurance, and cash management strategies.
</li>
</ul>
IT Systems &amp; Technology Leadership
<ul>
<li>
Provide executive oversight of IT strategy, systems, and technology investments to support organizational efficiency and scalability.
</li>
<li>
Ensure that ERP, reporting, and data systems (including Accumatica or other platforms) effectively support operational and financial needs.
</li>
<li>
Stay informed on technology trends that can enhance innovation, data integrity, and automation.
</li>
</ul>
Team Leadership &amp; Organizational Development
<ul>
<li>
Lead, mentor, and develop the finance and accounting teams to support high performance, professional development, and succession planning.
</li>
<li>
Promote collaboration across departments through financial education and training for managers and staff.
</li>
<li>
Hire, evaluate, coach, and manage team members in alignment with company policies and values.
</li>
</ul>
Hybrid Work Expectations
<ul>
<li>
Hybrid work arrangement offering flexibility, with regular in-office presence (three days per week) to support collaboration.
</li>
</ul>
Education &amp; Qualifications:
<ul>
<li>
Bachelor’s Degree in Finance, Business, or related field required.
</li>
<li>
Master’s Degree in Business Administration or related discipline strongly preferred.
</li>
<li>
10–12 years of progressive financial leadership experience, including FP&amp;A, strategy, risk management, treasury, and capital planning.
</li>
<li>
Experience with capital structuring and capital raising (debt, equity, mezzanine).
</li>
<li>
Experience with construction accounting, project-based financial reporting, or renewable energy preferred.
</li>
<li>
Experience with employee ownership structures (ESOP, COOP, Phantom Equity) preferred. Proficiency in Microsoft Office applications; strong Excel skills required.
</li>
<li>
Working knowledge of ERP systems (Accumatica preferred).
</li>
<li>
Strong verbal and written communication skills, including the ability to produce clear financial reports and engage effectively with internal and external stakeholders.
</li>
<li>
Strong problem-solving ability with the capacity to interpret and act on complex financial and operational information.
</li>
</ul>
Perks &amp; Benefits:
<ul>
<li>
Base salary begins at $200,000, with final compensation commensurate with experience and qualifications.
</li>
<li>
Weekly pay
</li>
<li>
Quarterly bonus potential based on company performance
</li>
<li>
Company-issued cell phone or reimbursement
</li>
<li>
401(k) profit sharing plan
</li>
<li>
Comprehensive Medical, Dental &amp; Vision Insurance
</li>
<li>
Paid downtown parking and/or parking validation provided
</li>
<li>
3 weeks of vacation in your first year, followed by flexible paid time off moving forward.
</li>
<li>
12 days of paid sick leave
</li>
<li>
8 paid company-wide closure days
</li>
<li>
Opportunities for professional growth through training and development programs
</li>
<li>
Annual company retreat to foster team building and company culture
</li>
<li>
Access to Employee Assistance Program (EAP) for confidential support and counseling services
</li>
<li>
Pet-friendly work environment
</li>
</ul>

Chief Financial Officer

<h3>Job Description</h3>
Job Description
Position Summary
The Chief Financial Officer (CFO) will be responsible for directing all financial and accounting functions of the Haak’u Health Center (HHC).&nbsp; The CFO will work with the HHC CEO&nbsp; to develop and implement an overall financial strategy to maintain and enhance the financial health of the Health Center. The CFO ensures enforcement of, and compliance with the Health Center fiscal policies and procedures. The CFO will manage and oversee all financial functions to ensure that all audits, budgets, monthly and annual financial reports, financial administration of grants, and other accounting functions are timely and accurately completed. The CFO must be well versed in all financial management ranging from simple accounting to broad investment and banking operations.&nbsp;&nbsp;
The CFO must be highly knowledgeable of Generally Accepted Accounting Principles (GAAP), and Governmental Accounting Standards Board. The CFO will be an excellent leader, and possess strong analytical, strategic planning and communication skills, including the ability to work well with the Health Center CEO, leadership team, direct reports, staff and stakeholders.&nbsp;&nbsp;
Major Duties and Responsibilities&nbsp;
To perform the job successfully, an individual should demonstrate the following: The CFO is responsible for the financial management of the Haak’u Health Center in accordance with all applicable laws and regulations as required under 638 Indian Self-Determination and any other applicable guidelines that impact the financial functioning of the Health Center.&nbsp; Major duties and responsibilities are as follows: &nbsp;
<ul>
<li>Developing, implementing, and evaluating department accounting policies, procedures, record keeping and reporting systems</li>
</ul>
<ul>
<li>Works with the Health Center CEO and leadership team to develop and implement overall financial strategies for the Health Center.</li>
<li>Implements and oversees an efficient financial management system inclusive of the following components: general ledger, A/P, A/R, procurement &amp; /purchasing.</li>
<li>Oversees all reimbursement activities, reviews appropriate patient billing and accounts receivable reports to ensure timely patient billing and cash collections and manages financial and information systems.</li>
<li>Responsible for financial related analysis and oversight of the of the Purchased/Referred Care (PRC) program and ensures compliance with Indian Health Service policy and guidelines as appropriate&nbsp;</li>
<li>Perform risk management by analyzing the Health Center’s liabilities by performing semi-annual internal audits.</li>
<li>Accounts for capital assets.</li>
<li>Creates and oversees financial policies and procedures.</li>
<li>In coordination with the CEO and leadership, reviews and analyzes all insurance and benefit plan options including medical, dental, life insurance, vehicle insurance, and workman’s compensation plans.&nbsp;</li>
<li>Develops annual Health Center budget with the Health Center CEO, and leadership team; provides monthly updates and variance reports on the status of the budget.</li>
<li>Supervises Finance Department staff and, with the assistance of Human Resources (HR),&nbsp; develops employee position descriptions, performs timely evaluations per policy, adheres to policy concerning disciplinary actions and maintains communication with Health Center HR on staffing matters, training and other actions that improve the functioning of the staff.</li>
<li>Host, at minimum, monthly staff meetings to ensure communication among personnel regarding program related activities.</li>
<li>With the assistance of HR, ensure appropriate departmental staffing levels based on efficiency and cost effectiveness.</li>
<li>Reads and analyzes records and reports when evaluating performance; recommends placements and reassignments</li>
<li>Explains policies and rules to staff under CFO supervision and monitors compliance&nbsp;</li>
<li>Consults with Directors/Managers regarding fiscal requirements; makes recommendations and decisions regarding budget requirements for each department such as staffing, equipment, space, etc.</li>
<li>Acts as the lead technical assistance and advisor in preparation for the annual A-133 audit, responds to noted deficiencies and/or material weaknesses</li>
<li>Coordinates with Tribe as warranted to assist with preparation and negotiation of the annual Indirect Cost Proposal&nbsp;&nbsp;</li>
<li>Develop and maintain business relationships with the Health Center’s various providers of banking, credit, financial, insurance, investment, and other related services.</li>
<li>Forecast and project financial performance while aligning financial resources with the Health Center’s short-term and long-term goals.</li>
<li>Responsible for regular reviews of all financial and accounting systems and maintains strict compliance with generally accepted accounting principles &amp; governmental accounting standards.</li>
<li>Manage timely and accurate accounting, general ledger, and fund accounting.&nbsp;</li>
<li>Oversee the timely, accurate monthly financial statements, reporting, forecasting and bank reconciliations.</li>
<li>Prepare, analyze, and interpret financial results and make appropriate and timely recommendations as necessary.&nbsp;</li>
<li>Oversee the maintenance of files of all contracts, leases, property insurance policies, and other relevant documents.&nbsp;</li>
<li>Responsible for daily cash management, draw requests to funding agencies and treasury management.</li>
<li>Develops and implements an effective system of cash management and investment that maximizes return on idle funds, anticipates cash needs, and assures effective and efficient cash flow.&nbsp;</li>
<li>Performs other duties as assigned.&nbsp;</li>
</ul>
 &nbsp;
Knowledge Skills and Abilities
To perform the job successfully, an individual should demonstrate the following:
<ul>
<li>Must be self-motivated and be knowledgeable and experienced in multi-ledgers and funds accounting systems and software’s applications&nbsp;</li>
<li>Knowledgeable in areas of internal controls, budgeting, general ledgers, preparation of financial statements and audit requirements, contract and grant compliance&nbsp;</li>
<li>Knowledge of accounting systems and structures</li>
<li>Knowledge of payroll and IRS regulations</li>
<li>Knowledge of federal, state, and local regulations that apply toIndian Tribes</li>
<li>Handling conflicts, complaints, and grievances</li>
<li>Knowledge of budget process</li>
<li>Knowledge of culture and traditions of Native Americans</li>
<li>Knowledge of Tribal, State, and Federal programs</li>
<li>Must have ability to express ideas clearly, maintain confidentiality and create a positive teamwork approach</li>
<li>Must be able to work cooperatively with staff, customers, and members of the community&nbsp;</li>
<li>Prepare required reports and maintain records</li>
<li>Interpret rules and regulations and apply to specific cases</li>
</ul>
Minimum Qualifications
Minimum: Bachelor of Arts Degree in Accounting/Finance/Business Administration and five (5) years direct accounting experience including supervisory responsibilities over an accounting department/operation.&nbsp; Must have extensive knowledge of the healthcare industry.
 Preferred: Masters of Business Administration with Professional Accounting and/or CPA with five (5) years supervisory accounting experience, preference if experience includes supervisory over a governmental fund accounting operation. Proficiency in Microsoft Office Suite and internet research skills with advanced proficiency in Excel. Experience in healthcare industry preferably in Tribally operated outpatient primary care health systems
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Certification(s) and/or Licenses Required
Must have a valid State Driver’s license and must meet Tribal insurance requirements. The employee is required to submit proof of a valid Driver’s License and be bondable.
 &nbsp;
Company DescriptionHaak'u Health Center, formally Acoma/Canoncito/Laguna (ACL) Clinic is now hiring! Please consider joining the Haak'u Health Center team. 
<h3>Company Description</h3>
Haak'u Health Center, formally Acoma/Canoncito/Laguna (ACL) Clinic is now hiring! Please consider joining the Haak'u Health Center team.

<h3>Job Description</h3>
Job DescriptionSalary: $235,000 - $255,000 
Job Summary
The Chief Financial Officer (CFO) will be a strategic thought-partner for and report to the WEA Executive Director while working closely with the Board of Directors and the Budget and Finance Committee. As a key member of the executive leadership team, the CFO will play a critical role in partnering with the senior leadership team and Board of Directors in strategic decision making to ensure the organization's successful operations and safeguarding its long-term financial stability.
 
WEA is seeking a collaborative, creative, and highly experienced CFO skilled at working with boards/committees to ensure organizational success via wise financial management and oversight. Through the implementation of learned financial strategy and careful analysis, the CFO counsels as to the financial implications of managerial, operational, strategic, and programmatic activities throughout the organization.
 
This highly impactful role is best suited for candidates who are comfortable with public speaking, presenting reports, budgets and outcomes, skilled at building consensus via educating diverse groups, and expressing the best strategic financial path/options. WEA seeks a true partner to the WEA Executive Director capable of helping to make smart business decisions as part of the leadership team, working collaboratively, and who is driven by union values and is passionate about the importance of public education.
 
Benefits and Compensation:
<ul>
<li>Salary Range - $235,000 to $255,000</li>
<li>Employer-paid medical, dental, vision, and life insurance (full family coverage)</li>
<li>Generous sick and paid time off (PTO)</li>
<li>Long-term disability plan</li>
<li>Defined Contribution plan - 401(k) (with employer contribution)</li>
<li>Defined Benefit plan</li>
<li>Relocation assistance</li>
</ul>
 
Key Responsibilities:
 
Leadership
<ul>
<li>Serve as chief financial advisor; recommend and implement financial policies and procedures for the Association.</li>
<li>Administer the financial and business affairs, corporate functions and responsibilities of the WEA, an affiliate of the National Education Association (NEA).</li>
<li>Review, analyze, and evaluate all matters relative to the financial interests of the WEA, including advising the WEA President, WEA Vice President, Budget and Finance Committee, Board of Directors, and WEA Executive Director.</li>
<li>Direct and supervise staff including a team of experienced accounting/finance and membership dues focused professionals.</li>
<li>Participate in the collective bargaining process with the Staff Union alongside the WEA Executive Director, Director of HR, and other partners.</li>
<li>Learn about the work of the other WEA Centers and provide consultation, advice, training, and assistance to Center Directors, UniServ Councils, and local affiliates regarding their administrative and financial operations.</li>
<li>Serve as the Plan Administrator for the Staff Retirement Plans.</li>
</ul>
Oversight Responsibilities
<ul>
<li>Maintain an effective accounting system.</li>
<li>Provide overall administration and management of the accounting function, membership dues processing and accounting, budget formulation and execution, WEA-PAC (Political Action Committee) accounting and reporting,e-commerce and other business functions of the Association.</li>
<li>Oversee the development of the WEA's annual budget, provide monthly financial reports, coordinate the annual audits and preparation of tax returns for WEA, WEA-PAC, the Employee Retirement Plans, and the WEA Rate Stabilization Fund.</li>
<li>Oversee cash management and monitor the fiscal affairs of the WEA including providing short and long-term forecasting of the financial condition of the Association.</li>
<li>Analyze financial and membership data and make recommendations for updated systems and procedural changes that improve WEA's internal business functions.</li>
<li>Design and maintain appropriate internal control systems to ensure compliance with applicable regulations and safeguarding WEA's assets.</li>
</ul>
 
External Relationship Management
<ul>
<li>Maintain relations with financial institutions, actuaries, auditors, vendors, the Internal Revenue Service, Tax Counsel, and other institutions or individuals pertinent to the corporate function of WEA.</li>
<li>Manage the WEA corporate insurance programs and annual renewals.</li>
<li>Coordinate with the Plan consultants to advise and recommend investment policy, strategies for the staff retirement plans, and the rate stabilization funds to the trustees.</li>
</ul>
 
Minimum Qualifications:
<ul>
<li>At least ten (10) years of prior successful financial leadership experience at a nonprofit organization, union, educational institution, association, school district, or other large membership organization or similar enterprise.</li>
<li>At least five (5) years experience working in an organization reporting up through a CFO with responsibility for budgetary development and oversight responsibility.</li>
<li>Ability to lead, develop, and inspire a diverse team of professionals in advancing and supporting WEAs vision, mission, and strategic goals.</li>
<li>Prior experience and/or knowledge of overseeing pension and retirement plans, and/or working as a plan administrator.</li>
<li>Knowledge of state and federal regulations that apply to non-profits and unions.</li>
<li>Knowledge of risk management principles, including risk-based approach to evaluating internal control effectiveness to help meet overall organizational goals and objectives.</li>
<li>Ability to protect against fraud with systematic data management that ensures appropriate internal controls, reviews, and verification.</li>
<li>Knowledge of the complexities and passion for working in a union environment.</li>
<li>Bachelor's degree in business, or related field such as finance or accounting.</li>
<li>Respect for diversity, equity, and full inclusion in employment and governance within WEA.</li>
<li>Ability to effectively communicate verbally and in writing to large and small groups, and in formal and informal settings.</li>
<li>An understanding and appreciation for the societal, civic, and cultural importance of public education and organized labor.</li>
<li>Demonstrated ability to work collaboratively with employees, managers, and others in work team settings.</li>
<li>Knowledge of governmental and private grant administration.</li>
</ul>
 
Preferred Qualifications:
<ul>
<li>Certification as a CPA (Certified Public Accountant) or an MBA with a major in accounting or finance.</li>
<li>Experience in reporting and disclosure requirements for unions under the Labor Management Reporting and Disclosure Act.</li>
<li>Experience with Merchant/Gateway payment processes.</li>
<li>Financial experience creating and overseeing a foundation and the related audit and reporting requirements.</li>
<li>Successful change management experience.</li>
</ul>
 
Other Requirements:
<ul>
<li>Must have a valid Washington State drivers license in good standing, a dependable automobile for Association related travel, and proof of automobile insurance with liability limits of at least $100,000/$300,000.</li>
<li>In-state and out-of-state travel may be required.</li>
</ul>
 
COVID-19 Vaccination
As part of our commitment to the health and safety of our employees, members, and councils, all candidates must provide proof of full COVID-19 vaccination status upon hire. Exceptions may be made for medical or religious reasons in accordance with applicable laws. 
 
Supervision
The Chief Financial Officer will report to the Washington Education Association Executive Director.
 
How to Apply:
<ul>
<li>If you are interested in applying for this position, please click on the Apply for This Job button to submit your application, cover letter, and resume.</li>
<li>If you are invited to an interview, you will receive an email from SkillSurvey with instructions and a link on how-to submit your five (5) professional references.</li>
<li>Closing date is January 20, 2026, at 4:00 PM PT. </li>
</ul>
The Washington Education Association is committed to a diverse, equitable, and inclusive workplace where the contributions of each employee are respected as part of the work performed on behalf of 90,000+ members in public education. WEA embraces employees with varied backgrounds and life experiences, including race, ethnicity, gender, age, religion, socio-economic status, sexual orientation, gender identity, physical ability, and veteran status. Only those candidates who can commit to promoting diversity, equity, and inclusiveness need apply.

<h3>Job Description</h3>
Job Description
Financial Strategy &amp; Leadership
<ul>
<li>Serve as the senior financial leader for the restaurant group, reporting directly to ownership</li>
<li>Develop and execute the company’s financial strategy aligned with growth and profitability goals</li>
<li>Provide financial insights and recommendations to support strategic decisions</li>
</ul>
Financial Planning &amp; Analysis (FP&amp;A)
<ul>
<li>Lead annual budgeting, rolling forecasts, and long-range financial planning</li>
<li>Analyze unit-level and consolidated performance across all locations and concepts</li>
<li>Monitor and optimize key metrics including revenue growth, prime cost, cash flow, and EBITDA</li>
</ul>
Accounting, Controls &amp; Compliance
<ul>
<li>Oversee accounting, reporting, and internal controls across all entities</li>
<li>Ensure accurate, timely financial statements and GAAP compliance</li>
<li>Manage relationships with external CPAs, tax advisors, lenders, and auditors</li>
<li>Oversee payroll, AP/AR, and cash management processes</li>
</ul>
Growth, Capital &amp; Expansion
<ul>
<li>Build financial models for new store openings, remodels, and expansion opportunities</li>
<li>Support capital planning, financing strategies, and investor relations</li>
<li>Evaluate ROI on initiatives including labor models, pricing changes, and menu development</li>
<li>Support M&amp;A, partnerships, or asset transactions as applicable</li>
</ul>
Operational Partnership
<ul>
<li>Partner closely with COO, operations leadership, and culinary teams</li>
<li>Translate financial data into actionable insights for General Managers and field leadership</li>
<li>Support cost controls, pricing strategy, and margin improvement initiatives</li>
</ul>
Systems &amp; Scalability
<ul>
<li>Lead financial systems strategy including POS, inventory, accounting, payroll, and reporting tools</li>
<li>Build scalable infrastructure to support multi-unit growth</li>
<li>Establish dashboards and reporting frameworks for ownership and leadership teams</li>
</ul>
Team Leadership
<ul>
<li>Build, lead, and mentor the finance and accounting organization</li>
<li>Establish clear accountability, processes, and performance standards</li>
</ul>
 
Qualifications
Required
<ul>
<li>10+ years of progressive finance or accounting leadership experience</li>
<li>Significant experience in restaurant, hospitality, or multi-unit retail businesses</li>
<li>Proven track record of financial leadership in growth-oriented organizations</li>
<li>Strong understanding of restaurant economics, unit-level P&amp;Ls, and prime cost drivers</li>
<li>Advanced financial modeling and analytical skills</li>
</ul>
Preferred
<ul>
<li>CPA, CFA, or MBA</li>
<li>Experience working with investors, lenders, or private equity</li>
<li>Experience supporting new market expansion or multi-concept portfolios</li>
<li>Familiarity with systems such as Toast, MarginsEdge, ADP, QuickBooks, NetSuite, or similar</li>
</ul>

<h3>Job Description</h3>
Job Description
Financial Advisor Position Opportunity
We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.
website <a href="http://www.allianceg.com" target="_blank">www.allianceg.com</a>
As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses
Primary responsibilities for this position, as appropriately licensed include:
<ul>
<li>Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;</li>
<li>Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:</li>
<li>
<ul>
<li>Research related to financial, estate, and investment planning;</li>
<li>Presenting, meeting, and developing recommendations to clients and prospective clients;</li>
<li>Overseeing implementation of agreed-upon recommendations; and</li>
<li>Coordination with members of the client’s advisory team, including:
<ul>
<li>Portfolio managers and operations</li>
<li>Tax advisors</li>
<li>Estate counsel</li>
<li>Other professionals</li>
</ul>
</li>
</ul>
</li>
<li>Ongoing monitoring and management of the client’s wealth management plan;</li>
<li>Scheduling, coordinating, and actively participating in client meetings;</li>
<li>Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and</li>
<li>Proven ability to identify and close new business development opportunities.</li>
</ul>
Positions are limited. We are looking for hardworking individuals to join our thriving company.
Website <a href="http://www.allianceg.com" target="_blank">www.allianceg.com</a>
If interested you can contact us
Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests. 
<h3>Company Description</h3>
A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Associate Financial Advisor

<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, 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.
We have an immediate opening for a full-time remote Financial Educator to join our team in Orlando, Florida. The schedule is Monday - Friday, 8:00a- 4:30p Eastern Time. 
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:
<ul>
<li>Consult with patients regarding their benefits, coverage and financial options</li>
<li>Perform aspects of benefit verification and prior authorization</li>
<li>Provide ongoing financial education and assistance to our patients throughout the continuum of their care, as an educator, advocate, and liaison</li>
<li>Maintain patient accounts by obtaining, recording, and updating personal financial and insurance information</li>
</ul>
What You'll Bring:
The skills and education we need are:
<ul>
<li>Minimum 2 to 4 years of medical business office experience, with working knowledge of healthcare billing and collections, insurance/benefits, and patient interaction</li>
<li>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.</li>
<li>Bachelor's Degree preferred</li>
<li>Experience working in an OB/GYN office is a plus</li>
<li>Excellent interpersonal skills required to communicate with departments, employees, physicians, managers, patients, and insurance companies</li>
<li>Strong oral and written communication skills, independent worker, detailed-oriented, computer savvy</li>
<li>Proficient with Microsoft programs, specifically Outlook, Microsoft Word and Excel</li>
<li>High level of customer service essential</li>
</ul>
More important than the best skills, however, is the right person. Employees who embrace our mission, vision, and core values are highly successful. 
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:
Full-Time Employees (30+ hours/week):
<ul>
<li>
Medical, dental, and vision insurance
</li>
<li>
401(k) with company match
</li>
<li>
Tuition assistance
</li>
<li>
Performance-based bonus opportunities
</li>
<li>
Generous paid time off and paid holidays
</li>
</ul>
Part-Time Employees:
<ul>
<li>
401(k) with company match
</li>
<li>
Performance-based bonus opportunities
</li>
</ul>
Per Diem Employees:
<ul>
<li>
401(k) with company match
</li>
</ul>
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!
To learn more about our company and culture, visit here.

Financial Educator Remote

<h3>Job Description</h3>
Job Description
General Summary
The Chief Financial Officer (CFO) is a key member of Housing New Mexico’s senior management team, responsible for the strategic and operational leadership of the Finance Division, which includes the Finance, Accounting, and Servicing Departments, as well as the Compliance function.
The CFO oversees all financial management activities, including financial planning, analysis, budgeting, reporting, and cash flow management. This role ensures the integrity and accuracy of financial data and compliance with all regulatory and tax requirements.
As a strategic partner to the CEO and the Board of Directors, the CFO contributes to long-term strategy development, risk management, and capital allocation decisions to support Housing New Mexico’s mission and growth objectives. The CFO provides insight and leadership in policy, economic, and financial initiatives and delivers clear, data-driven analysis and reports to support organizational decision-making.
The CFO is also responsible for establishing fiscal accountability and transparency, maintaining strong relationships with external stakeholders, and building credibility across the organization and within the community. By developing innovative financial strategies and operational solutions, the CFO ensures Housing New Mexico’s financial strength, sustainability, and strategic success.
ESSENTIAL DUTIES &amp; RESPONSIBILITIES
The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Employees may be requested to perform job-related tasks other than those specifically presented in this description.
<ul>
<li>Supervise employees, which includes prioritizing and assigning work; conducting performance evaluations; ensuring employees are trained; ensuring employees follow policies and procedures; maintaining a healthy and safe working environment; and making hiring, termination, and disciplinary recommendations.</li>
<li>Direct the activities of the Finance Division in performing its function to provide resources and opportunities for affordable housing in the state of New Mexico. Oversee the activities of the departments, which includes planning, coordinating, administering and evaluating programs, projects, processes, procedures, systems, standards; ensure compliance with investors, federal, state and local laws, regulations, codes, and/or standards.</li>
<li>Ensure maintenance of robust internal controls and fiscal integrity is maintained, thereby creating a regulatory compliant and cost-efficient organization </li>
<li>Coordinate and oversee all Single-Family Mortgage Program funding executions including:
<ol>
<li>The bond issuance process and all bond related matters; ensures compliance with the IRS, Municipal Securities Rulemaking Board (MSRB) and SEC requirements governing the issuance Housing New Mexico debt. Manages Private Activity Bond Cap ensuring availability for bonding purposes and IRS compliance</li>
<li>Secondary market loan sales, including the To-Be-Announced Program and potential Community Reinvestment Act investors and transactions</li>
<li>Maintenance of internal controls </li>
<li>Other funding executions as identified</li>
</ol>
</li>
<li>Invest Housing New Mexico funds in a manner that complies with the Housing New Mexico Act and investment policies. Establish sound public investment principles that meet organizational goals and maximize market conditions while providing adequate cash flow and liquidity to meet obligations.</li>
<li>Oversee the daily administrative and technical operations of the division and the deployment of resources to projects in a fiscally responsible manner. Provides direction on work processes and improvements. Ensure departments stay current on and employ best practices.</li>
<li>Oversee loan portfolio credit risk from a servicing perspective ensuring loan loss exposure is minimized.</li>
<li>Analyze and report financial performance and provide training to Board and external stakeholders (i.e. Legislative Oversight Committee, Legislative Finance Committee and State Board of Finance) as required.</li>
<li>Participate in a leadership role in Policy Committee advising on organizational-wide policy development, board activity, operational functions, financial performance and industry trends. </li>
<li>Oversee external audit processes and development of audited financial statements and ensure an accurate and timely work effort to achieve a successful outcome. Performs other related duties of a similar nature and level as assigned.</li>
<li>Oversee all rating agency activities.</li>
<li>Direct financial planning and implement financial strategies that result in balancing Housing New Mexico profitability, balance sheet strength, long-term sustainability, and maintenance of issuer credit rating with the affordable housing mission.</li>
<li>Interact with Board of Directors, financial advisors, underwriters, attorneys, trustees, auditors, lenders, rating agencies, legislators, State Board of Finance, as well as federal and state agencies. </li>
<li>Perform other related duties of a similar nature and level as assigned. </li>
<li>Employees are required to comply with safety regulations, procedures, and protocols </li>
</ul>
MINIMUM QUALIFICATIONS
Education and Experience
Bachelor’s degree in finance, accounting or other related discipline; advanced degree preferred. Ten years of experience in the financial services industry or public finance; 15 or more years preferred. Management experience required. 
Conditions of Employment
<ul>
<li>CPA Required</li>
</ul>
KNOWLEDGE, SKILLS, and ABILITIES
<ul>
<li>Proven interpersonal and management skills</li>
<li>Train, supervise and evaluate employees</li>
<li>Decision making, management and leadership skills</li>
<li>Experience in budgeting and allocation of resources</li>
<li>Ability to manage complex projects</li>
<li>Critical thinking, analytical and problem-solving skills</li>
<li>Background in the use of computer software, including specialized software applicable to the position</li>
<li>Knowledge of industry best practices</li>
<li>Ability to adapt to changes in work situations and priorities</li>
<li>Exercise good judgement</li>
<li>Collect, organize and interpret data</li>
<li>Read, analyze and interpret standards, policies, procedures and regulations</li>
<li>Develop and write reports, policies, procedures, correspondence and presentations</li>
<li>Ability to present complex ideas to a variety of stakeholders</li>
<li>Establish and maintain constructive and cooperative interpersonal relationships with employees, peers, supervisors and managers in the work unit, other Housing New Mexico departments and with outside partners and services </li>
<li>Possess strong technical skills in internal control structures and knowledge of generally accepted accounting principles as well as OMB requirements </li>
<li>Understanding of public finance including security underwriting and legal and fiduciary relationships</li>
<li>Basic understanding of cash management, federal fiscal policy, economics and capital markets </li>
<li>Possess technical skills in Accounting and Finance</li>
<li>Relate to and interact with a non-traditional and diverse customers and employee population</li>
<li>Ability to analyze financial statements</li>
<li>Possess strong technical skills in internal control structures and knowledge of generally accepted accounting principles as well as OMB requirements </li>
<li>Work independently</li>
<li>Ability to understand and direct financial modeling and forecasting</li>
<li>Balance competing requirements and needs of the organizations</li>
</ul>
CORE EXPECTATIONS
<ol>
<li>Provide Exceptional Customer Service to internal and external customers 100% of the time.</li>
<li>Demonstrate a positive attitude</li>
<li>Demonstrate respectful behavior</li>
<li>Foster teamwork and collaboration</li>
<li>Exhibit honesty and integrity in communications and actions </li>
<li>Take initiative </li>
<li>Dependable, Reliable, Adaptable and Productive</li>
<li>Strive to become the subject matter expert in your position</li>
<li>Practice and uphold established Leadership Values</li>
<li>Set clear goals and expectations to hold staff accountable</li>
<li>Assume responsibility and hold yourself-accountable for the overall performance of your department</li>
<li>Provide timely follow-up/response(s)</li>
</ol>
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed in a standard office or indoor environment. Essential functions are regularly performed without exposure to adverse environmental conditions; however, employees may be exposed to minor inconveniences such as occasional noise, exposure to computer screens, crowded working conditions, and/or minor heating, cooling or ventilation problems.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Light Work: Performing the essential functions typically requires exerting up to 20 pounds of force occasionally, up to 10 pounds of force frequently, and/or a negligible amount of force constantly. 
The work occasionally involves walking, driving, stooping, kneeling, crouching, reaching, climbing, balancing, pushing, pulling, lifting.
****************************************
Housing New Mexico is an Equal Opportunity Employer.

<h3>Job Description</h3>
Job Description
The Rivett Group: In-Office Aberdeen, SD - Chief Financial Officer / Chief Accounting Officer
The Chief Financial Officer / Chief Accounting Officer will guide our finances and position our companies for continued success. The CFO/CAO will have a day-to-day, ongoing impact on company operations, help analyze, strategize, and grow our financial position. The seasoned strategist will understand current accounting practices and trends and have experience raising capital and adapting to change. As a member of the leadership team, the CFO/CAO will be effective in a leadership role that requires clear and effective communication skills.
 
Essential Duties and Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul>
<li>Work with senior managers to efficiently develop budget proposals, provide access to project finance information.</li>
<li>Perform risk management through analysis of company liabilities and investments and evaluate and manage capital structure and to raise funding for companies.</li>
<li>Monitor business performance with tracking tools, establish corrective measures as needed and prepare detailed reports for the management team.</li>
<li>Oversee the accounting department and financial systems, ensuring compliance with relevant regulatory agencies.</li>
<li>Work with auditors on the annual audits.</li>
<li>Oversee insurance programs and risk management.</li>
</ul>
 
Job Requirements
<ul>
<li>Excellent computer skills including Microsoft Office products.</li>
<li>Excellent written and spoken communication skills.</li>
<li>Excellent multi-task and organization skills.</li>
<li>Must be reliable, professional, consistent and serious about the tasks at hand.</li>
<li>Excellent attention to detail.</li>
<li>Education and Experience</li>
</ul>
Education and/or Experience
<ul>
<li>Bachelor's degree in Accounting, Business Accounting, or Finance.</li>
<li>Professional certification, Certified Public Accountant (CPA) preferred.</li>
<li>Proven experience in financial leadership roles.</li>
</ul>
Supervisory Responsibility
This position supervises the accounting management team.
Work Environment
The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and other customary office equipment. 
Physical Demands
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and ben or stand, as necessary.
Travel
Some occasional overnight travel may be necessary.
Safety Requirements
Must be aware and conform to all safety requirements when in the facility, operating motor vehicles, or in the field performing duties for the company. 
Benefits
Health, dental, and vision insurance. Short-term and long-term disability insurance. AD&amp;D and life insurance. FSA options. 
PTO, Holidays, Bi-weekly direct deposit
 Job Posted by ApplicantPro

<h3>Job Description</h3>
Job Description
We’re Hiring!
 
Financial Center Manager – Atlanta, GA
Full-Time Position
Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. 
 We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. 
By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. 
Interested in this position and meet the qualifications and requirements? Apply at <a href="http://www.ctbconnect.com" target="_blank">www.ctbconnect.com</a>. Questions? Contact us at 404-575-8262.

Position Summary:
<ul>
<li>Displays passion, commitment, and drive to deliver an experience that improves our customers’ financial lives, while ensuring the success of the center and the overall success of the bank. Exhibits strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results.</li>
<li>Set the example for exemplary quality customer service and coach the staff to ensure that you and the branch’s staff adhere to CTB’s standard of quality customer service. Create an environment that exceeds the customers’ expectations and sets the bank above the others in the market. Introduce, manage and deliver the customer service model. Follow up and provide coaching to ensure that extraordinary customer service is delivered consistently.</li>
<li>Solicit, properly process, and close consumer loans to meet the center goals. Develop plans to increase the volume of new accounts and deposit base for the center. Coach the staff on identifying opportunities to cross-sell additional products and services with every customer encounter. Focus on Deposit Growth, Loan Production, and increasing Non-Interest Income.</li>
<li>Ensure that reports are properly prepared and submitted on time including but not limited to Sales/Coaching and Tracking Reports, Management Control Reports (MCRP), and Month-end Reports</li>
<li>Identify and coach the staff on ways to identify opportunities to make referrals to exceed goals in Consumer Loans, New Accounts, Mortgage, Commercial Loans, and INVEST to ensure that the branch referral goals are met. </li>
<li>Effectively represents the bank in the community surrounding the center. Actively call on business owners and potential customers for additional business and referrals. Focus on opportunities for loan production and coaching associates on capitalizing on cross-sell opportunities. Call on internal and external leads to ensure that established goals are met. </li>
<li>Effectively communicate (verbally and orally) with customers, staff, other departments and management. Inform Client Services Management of any issues that need to be addressed at their assigned center. Prepare and effectively present presentations on behalf of the bank.</li>
<li>Responsible for holding one-on-one coaching sessions with associates to review their performance for the previous month; provide feedback and suggestions on how they can achieve their goals; and address any issues that may affect their personal morale or the morale of the financial center. </li>
<li>Review referrals made by staff (permanent and float) weekly to ensure that they are consistently submitting and following-up on referrals. </li>
<li>Responsible for holding weekly sales meetings to assist the staff in identifying cross-sell and referral opportunities. </li>
<li>Identify the training needs of the staff and coordinate the appropriate classes for them to attend. </li>
<li>Take the appropriate disciplinary action if needed by issuing disciplinary actions to associates. </li>
<li>Gather all pertinent documentation and complete the reviews of the staff. Actively involved in the selection of associates to become effective members of the sales team, which include the hiring, and termination process. </li>
<li>Responsible for interacting with all customers that open accounts or processes transactions by walking around the financial center and asking if the service is meeting their expectation.</li>
<li>Responsible for reporting any malfunctions of the facility, equipment or grounds. Follow-up is required until all issues are resolved. </li>
<li>Ensures processes and procedures are followed to prevent losses to the Bank. </li>
<li>Monitor and maintains reports and logs to confirm proper documentation of cash handling and negotiable instruments. </li>
<li>Coach and develop associates to avoid cash items, excessive over and short teller cash outages, and the acceptance and processing of fraudulent items in the Financial Center.</li>
</ul>
Other Duties and Responsibilities:
<ul>
<li>Develop rapport with the client base, greet by/using name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude</li>
<li>Must adhere to all policies and procedures including customer confidentiality</li>
<li>Must be able to handle several responsibilities at one time.</li>
<li>Must have good knowledge of all aspects of job; must have thorough knowledge of bank’s products and services</li>
<li>Must be able to make decisions within the realm of responsibility and refer matters outside realm of responsibilities to senior Client Service Management for decisions.</li>
</ul>
Qualifications, Skills, and Abilities:
<ul>
<li>College Degree or five years of supervisory/management experience in retail banking</li>
<li>2 years of banking management or the completion of the Management Associate Program</li>
<li>Ability to write reports, proposals, articles, business correspondence, letters, memos, recommendations, procedure and policy manuals. </li>
<li>Ability to effectively speak, communicate, present information, establish business relationships, and respond to questions, complaints, sensitive and confidential inquiries from (groups or individual) managers, associates, officers, venders, service providers, applicants, clients, customers, regulatory agencies and general public.</li>
<li>Ability to interact with various levels of employees and management. </li>
<li>Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. </li>
<li>Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. </li>
<li>Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. </li>
<li>Ability to apply concepts of basic algebra and geometry, fractions, percentages, ratios, and proportions to practical situations. </li>
<li>Ability to apply common sense understanding to carry out and interpret a variety of instructions furnished in written, oral, diagram, or schedule form. </li>
<li>Ability to solve practical problems and deal with a variety of variables.</li>
<li>Ability to select appropriate methods and techniques for resolving problems.</li>
<li>Ability to define problems, collect data, establish facts, and draw valid conclusions. </li>
<li>Ability to interpret an extensive variety of instructions furnished in written, oral, mathematical, and diagram. </li>
<li>Ability to apply principles of logical thinking to a wide range of intellectual and practical problems.</li>
<li>Ability to exercise independent judgment, discretion, and make sound profitable decisions.</li>
<li>Ability to be responsive and persuasive at all levels of the organization.</li>
<li>Ability to establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, venders, etc. </li>
<li>Strong problem solving, teambuilding, planning, persuasive, and negotiation skills.</li>
<li>Effective oral and written communication, presentations, and facilitation skills.</li>
<li>Superior customer service, listening, probing, and follow-up skills.</li>
<li>Ability to work under pressure; ability to multitask</li>
<li>Ability to comprehend and follow directions</li>
<li>Must be able to work in a team environment.</li>
<li>Ability to lift up to 10 pounds of force. </li>
<li>Ability to travel, walk, sit, stoop, kneel, reach, and stand for various lengths of time and meet other physical demands required to perform the job. </li>
<li>Ability to demonstrate mental abilities such as alertness, acute senses, speaking ability, dexterity, creativity, initiative, judgment, writing and reading ability.</li>
<li>Ability to operate and use a computer, printer, telephone, fax machine, ten-key, photocopier, scanner, other office equipment and tools needed and used to perform this job.</li>
</ul>
Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following:
<ul>
<li>Medical, Dental, Vision, and Prescription </li>
<li>401(k) Retirement Plan </li>
<li>Life Insurance </li>
<li>Accidental Death &amp; Dismemberment </li>
<li>Short&amp;/Long Term Disability </li>
<li>Flexible Spending Plan </li>
<li>Paid Time Off, Vacation, and Holiday Pay </li>
<li>Tuition Reimbursement</li>
<li>Employer Assisted Housing Program</li>
</ul>

EEO/AA 
<ul>
<li>Wholesale Membership Program</li>
<li>Wellness Program</li>
<li>Employee Assistant Referral Services (EAP)</li>
<li>Legal Shield Program</li>
<li>Group Cancer &amp; Accident Insurance Programs</li>
<li>Worker’s Compensation Program</li>
<li>Free Banking Services</li>
<li>Awards and Recognition Programs </li>
<li>Training &amp; Development Programs and much more</li>
</ul>

Financial Center Manager

<h3>Job Description</h3>
Job DescriptionDescription:
The Position
With a mission to collaborate with the Knoxville community to create and preserve housing opportunities and strengthen neighborhoods, Knoxville’s Community Development Corporation (KCDC) is the housing authority and the redevelopment agency driving change throughout Knoxville.
 
KCDC is seeking its next Chief Financial Officer (CFO) to join a high-performing team dedicated to creating lasting impact in communities. From revitalizing residential neighborhoods to energizing commercial business districts, this position serves as a strategic and operational leader who works in close partnership with the CEO and the executive leadership team.
 
This individual is responsible for attracting capital, leveraging the balance sheet and borrowing capacity, and ensuring strong financial policies, procedures, and reporting systems are in place. The CFO provides timely financial business intelligence and analytical support to the CEO and executive leadership team. The CFO will also identify opportunities for revenue diversification and pursue grants in partnership with internal grant-writing teams. An understanding of bonding, non-tax revenue streams and how best to leverage borrowing potential will be essential. The CFO oversees both the public finance practice and the accounting functions for KCDC and its forty-one corporations, fifteen limited partnerships, and one nonprofit, which collectively have a 2024 operating budget of $90.2 million and total assets of $284 million. They will directly manage the Finance Director and oversee the accounting team of thirteen. The CFO is responsible for ensuring compliance with all legal and regulatory accounting and financial reporting requirements, overseeing annual audits, and guiding long-term financial projections – both operating and capital.
 
The CFO will lead the annual budgeting process, working closely with senior leadership and managers to ensure budgets are realistic and actionable. They will also be accountable for all aspects of accounting operations and internal controls, ensuring records adhere to Generally Accepted Accounting and Auditing Principles and Standards.
 
The CFO will join a tight-knit executive leadership team that includes a Chief Development Officer, Chief Housing Officer, and Chief Strategy Officer. Together, this leadership team is shaping the future of Knoxville’s communities – and the CFO will play a central role in ensuring that growth is not only impactful but also financially sustainable.
 
Priorities
• Develop and maintain strong, collaborative relationships with the CEO, executive leadership, and staff to support KCDC’s mission and long-term financial sustainability.
 
• Provide strategic financial leadership to support the continued growth of KCDC’s operations, ensuring all financial decisions are grounded in sound analysis, aligned with long-term goals, and compliant with legal and regulatory standards.
 
• Identify and pursue diverse revenue sources; including grants, non-tax revenues, and creative borrowing strategies to expand KCDC’s impact and reduce reliance on traditional funding mechanisms.
 
• Support KCDC’s adoption of a new strategic development finance framework which includes strengthening KCDC’s role as Knoxville’s redevelopment and investment leader, fully utilize KCDC’s authority to drive local development and investment, lead the agency through the bond rating process, and become a certified CDE.
 
• Presentations to the Board of Directors of KCDC and its managed entities of key financial scorecards, regular financial statements and the annual budgets.
 
The Successful Candidate
The Chief Financial Officer of KCDC will be a seasoned financial strategist and operational leader with a deep understanding of finance within complex governmental, quasi-governmental, and private sector real estate. They will bring a high level of financial acumen, with proven experience in budgeting, strategic forecasting, compliance, risk management, and the oversight of sophisticated financial systems. Adept at navigating both big-picture strategy and intricate financial details, the CFO will be an intellectually curious and analytical thinker who also possesses the entrepreneurial spirit to identify and launch new lines of revenue. Demonstrated experience with financial modeling and capital attraction will be essential, along with a collaborative, service-oriented approach to leadership.
 
As an organizational leader and manager, the CFO will lead with intention, executive presence, and the ability to inspire confidence. They will bring expertise in change management and possess the interpersonal skills necessary to quickly build trust and cultivate relationships across all levels of the organization. With a strong track record of empowering staff, building systems of accountability, and fostering a culture of collaboration and mutual respect, the CFO will be a connector; able to bridge departments, elevate diverse perspectives, and champion inclusion across the organization. A skilled communicator, the CFO will be articulate, approachable, and clear – able to translate complex financial data into accessible, compelling information for a wide range of audiences. Whether presenting to the Board of Directors, speaking with investors, or mentoring internal teams, they will do so with calm confidence and integrity.
 
Their communication style will reflect a commitment to transparency, professionalism, and mission alignment. The CFO will also be a strategic problem solver and thought partner to the CEO and other executive team members. They will approach challenges with a solutions-oriented mindset, proactively identifying potential issues and developing data-driven, innovative responses, even in the absence of precedent or policy. Unquestioned integrity, sound judgment, and discretion in handling sensitive information are hallmarks of their leadership style. Above all, the successful candidate will be passionate about KCDC’s mission. They will understand the critical role finance plays in advancing organizational and community impact. Their leadership will reflect not only financial excellence, but also a sincere dedication to driving meaningful change. As we continue to grow, we are seeking a leader who believes stable housing strengthens communities and who wants to use their financial expertise to make a lasting impact for Knoxville.
Qualifications
Minimum requirements include any combination of education and experience equivalent to a bachelor’s degree in accounting, finance, business administration, public administration, or a closely related field and at least 10 years of progressively responsible financial management experience. Experience should include direct responsibility for budgeting, financial reporting, forecasting, compliance, risk management, and oversight of accounting functions. A minimum of five years in a senior leadership or executive role with supervisory responsibility is also required.
Preferred qualifications include a master’s degree in accounting, finance, business, or public administration; certification as a Certified Public Accountant (CPA); and demonstrated experience in a complex, multi-entity governmental, quasi-governmental organization or private sector real estate. Experience working with or establishing public-private partnerships, managing complex fund structures, and raising capital through innovative financial tools is highly desirable.
 
Inside the Organization
Knoxville’s Community Development Corporation (KCDC) is the public housing authority for Knoxville and Knox County and the City’s redevelopment agency. With a $90.2M operating budget, thousands of affordable housing units, and major redevelopment efforts like Transforming Western and Liberty Place for veterans, KCDC plays a central leadership role in shaping Knoxville’s neighborhoods and expanding opportunity for families. We combine mission-driven public purpose with complex real estate development, federal compliance, capital planning, and long-term financial stewardship.
 
KCDC is more than a housing provider — we are a multifaceted organization serving thousands of residents and managing a broad portfolio of programs and community investments. Our work spans:
 
Affordable Housing &amp; Real Estate Development 
New construction, mixed-income redevelopment, capital projects, RAD conversions, and asset management across more than 3,800 units.
 
Housing Choice Voucher Administration
One of East Tennessee’s largest rental assistance programs, partnering with private landlords to expand affordable housing options throughout Knoxville.
 
Neighborhood Revitalization &amp; Redevelopment Planning
Major community development initiatives, including Transforming Western, South Waterfront, Jackson Avenue, and Magnolia Avenue revitalization, driven by federal grants, public-private partnerships, and long-term financial planning.
 
Resident &amp; Community Services 
Workforce development, youth services, service coordination, and cross-sector collaborations with schools, healthcare partners, law enforcement, and nonprofits.
 
Compliance, Governance, &amp; Strategic Investment
HUD requirements, multifamily operations, bond financing, tax credits, audits, and long-range capital planning.
Together, these areas form a mission-driven team that improves neighborhoods, strengthens families, and ensures that Knoxville remains a place where people can thrive.
 
KCDC offers the unique opportunity to use high-level financial leadership to create real, visible change in Knoxville’s neighborhoods. As a mission-driven organization with the scale of a major real estate developer and the public purpose of a housing authority, we blend social impact with financial complexity - capital planning, tax credits, bond financing, federal compliance, and large redevelopment initiatives. Our work transforms distressed properties into mixed-income communities, strengthens families through housing stability, and drives investment into areas that have historically been overlooked. At KCDC, you won’t just manage financials - you’ll help shape a stronger, more equitable Knoxville and leave a legacy of community transformation.
 
KCDC’s Strategic Vision
In preparation for the 90th Anniversary, KCDC undertook a strategic planning initiative and will introduce our new vision over the next few months.
 
Mission: To collaborate with the Knoxville community to create and preserve housing opportunities and strengthen neighborhoods
 
Vision: A vibrant and inclusive Knoxville where people can thrive
 
Core Values: We are CARIng!
 
Community: We care about the local communities we serve. We are dedicated to serving the citizens of Knoxville through cultivating neighborhoods of choice.
 
Accountable: We are responsible to each other, those we serve, and those who have entrusted us with resources to carry out our mission.
 
Respectful: We treat others with dignity, civility, and mutual consideration. Going beyond simply being polite, respect means treating all employees, clients, customers, and stakeholders with dignity and worth – no matter their background, position, or opinions.
 
Impactful: We strive to make a positive difference in our community by supporting key social initiatives and empowering people and communities.
 
KCDC is also in the middle of a major transformation - expanding from a housing authority into Knoxville’s anchor community development finance entity. The next CFO will help build something new: bond platforms and securing a bond rating, revolving loan funds, tax credit structures, and innovative public-private financing tools that can reshape entire neighborhoods. You will guide financial strategy, advise on major redevelopment projects like Transforming Western, and design reinvestment models that generate long-term, sustainable revenue for the agency. If you’re a strategic thinker who thrives on building systems, partnerships, and new capital pathways, this is a rare opportunity to lead financial innovation that directly strengthens Knoxville’s economy, neighborhoods, and families. Here, the impact of your work will be visible—in new homes, new businesses, and stronger communities.
 
The Community
If you’re looking for a place that gives you both affordable living and big-city opportunity, moving to Knoxville, Tennessee, is a smart move. With a cost of living 13.5 % below the national average, your dollar stretches farther - whether you’re buying a home, raising a family, or starting fresh. You’ll find every kind of adventure - from hiking and mountain views to vibrant nightlife and family-friendly activities - in a city that’s compact enough to feel welcoming and connected. And if your ambitions extend to a family member’s career or education, Knoxville is in the sweet spot: nestled between major research institutions like Oak Ridge National Laboratory (ORNL), the Tennessee Valley Authority (TVA) and University of Tennessee, Knoxville (UTK), and recognized as the country’s first-designated “Maker City” by Etsy - so innovation, entrepreneurship and momentum are built into the local ecosystem. In short: you’ll get the best of both worlds - big city amenities and small town living - making Knoxville not just a relocation option, but a place to redefine how you live, work and connect.
 
Compensation and Benefits
The salary is competitive and commensurate with experience. KCDC provides competitive benefits for health, dental, vision, life, short- and long-term disability insurance, with 8.8% contributions made to a retirement plan.
 
How to Apply
Applications are accepted electronically at kcdc.org and will require an online application, resume, cover letter, and references. The position is open until filled with a first review of applications beginning December 19, 2025.
Requirements:

90,600 Financial managers Jobs