impact on the world around us. Focused on investing in high potential, founder-owned, capital-efficient companies that aspire to lead their markets - and have the proven chops to get there. Volition aims to invest in every sense of the word. We're extremely selective, and work every day to support our founders, their teams, and their mission.
An approach that has allowed us to participate in notable exists in each of our sector focuses: Software (Jazz HR, G5, Velocify), Internet (Global Tranz, Connatix, i Pipeline), and Consumer (). At Volition, we believe that diversity of thought and experience is the key to delivering increased performance and better results. Therefore, we aim to build
teams consisting of varied backgrounds, perspectives, capabilities, and interests. The role: This application is intended for any candidates that do not see a current opening that fits their current experience and interest level.
Although we are actively growing, we do not always have active openings that fit every candidate. However, we would still love to hear from you. By submitting your application, you are submitting your interest in Volition Capital, and we will do our best to reach out as new opportunities arise within our firm. Additionally, if you are interested in joining a portfolio company, please do not hesitate to submit an application to our talent network. Our portfolio is always looking for the next amazing talent.
of assets they're responsible for all the reporting & analysis over. What To Know: $80,000 annual base pay 15% competitive bonus Responsibilities: Ensuring bank reconciliations are prepared and reviewed monthly Managing the monthly financial statements and preparing quarterly and annual investor reports Analyzing revenue expenses to ensure data is recorded properly every month Maintaining the full general ledger Requirements and Skills: A Bachelor's degree in Accounting 2+ years of experience in Accounting; real estate experience preferred Proficiency with Microsoft Office Suite such as Word, Excel, and Outlook (Including calendar management) Excellent organizational and communication skills
with a high level of attention to detail Visit our website to learn more about our openings!
There are no costs for candidates utilizing our services as our clients pay for all related hiring fees.
All Pro Pivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too. Pro Pivotal is an equal opportunity employer and considers qualified
applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, interactionual orientation, or any other protected factor.
to connect with you What You Get: Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with
strong tax preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software
inquiries, you will be working toward advancing our goal of " Powering Prosperity Around the World.
" You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
clients on a wide range of transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the following pillar of services: Liquidity & Working Capital Optimization Strategic Analytics & Planning Performance Measurement & Management Business Transformation Financial Reporting Advisory FOCUS AREAS - Financial Reporting Advisory: Maintain up-to date knowledge of US GAAP with a technical understanding of accounting changes (e.
g. revenue recognition and lease transactions) and provide clients with recommendations and conclusions on the application of complex accounting guidance Prepare
and review pre- and post-deal financial reporting (e. g. opening / closing balance sheets) to meet contractual/regulatory requirements without interruptions to the standard business process Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles Assist leadership in guiding clients through the IPO readiness journey by drafting SEC reporting and providing audit support Participate in working capital disputes to favorable outcomes by managing the process through settlement or arbitration PROFESSIONAL EXPECTATIONS: Data Collection, Validation and Analysis Help team members in information gathering
approach and ensure all relevant sources of information are pursued Participate in client interviews, ask inquisitive questions and understand different stakeholders' perspective Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and backss the organization's design, roles and team Ensure issues and opportunities are clearly and concisely presented Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation Project Management and Implementation Ensure that project approach, timeline and deliverables are logical, reasonable and accurate Set and communicate client's expectation consistently Employ actionable plans (e.
g. create initiatives to optimize working capital, instill a liquidity focused culture, improve transparency in processes and organizations) Identify risks and obstacles early on, create contingency plans and communicating timely with client Ability to identify where the pillars of services CFO Services provides are not functioning Financial Acumen Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments Ability to provide valuable insight and improvement initiatives to senior management and board members ACCREDITION/EXPERIENCE: Minimum B.
A / B. S. degree or equivalent from an accredited university by the time employment commences Accounting major Meeting education requirement for CPA certification in the state where you are applying for #J-18808-Ljbffr
clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: This is a hands-on position that requires transaction processing and account reconciliation skills.
Duties include: Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles Lead, manage and coach client services representatives and associates Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner Understands the
purpose of reconciliations. Approves bank reconciliations and general ledger account reconciliations Prepare/Review client's monthly financial statements including month over month variance analysis and / or actual to budget analysis Analyze and interpret financial information for client management and provide actionable insight and decision support Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
Understand our technology stack and identify additional add-on processes, systems, modules and integrations
that can drive month end close efficiencies. Qualifications A minimum of a Bachelor's in accounting or finance is required Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team) Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.
). Strong organizational skills along with the ability to meet deadlines.
Ability to adapt to change effectively Experience with automated accounting systems (i. e. Intacct, Net Suite, Blackline, , Tallie) Pursuing CPA or a CPA is preferred but not required At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.
Learn more about our total rewards at /careers/working-at-rsm/benefits. RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; interaction (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); interactionual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-xyz X or send us an email at xyz X@.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i. e. F-1 visa holders). However, those candidates who may be recent U. S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U. S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.
while leveraging key reporting systems to optimize, compile, analyze audited statements and management reports, while coordinating with internal customers as well as external auditors. This will be an individual contributor role. The Team The Management, Statutory Audited and Regulatory Reporting team is part of Mass Mutuals Corporate Finance Organization.
The team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to deliver timely and accurate financial reporting data to internal and external customers while successfully executing on financial reporting controls. Our team is a collaborative team
that supports cross-functional strategic initiatives across the enterprise, optimization and oversees our business partners results. We appreciate a diverse team and leveraging diverse thought to optimize processes and build strong relationships.
The Impact As a Financial Reporting Manager, you will manage the delivery of regulatory reporting requirements, supporting management through discussion/analysis and collaborate with internal and external customers to execute on financial reporting controls. To accomplish this, you will: Demonstrate business acumen to interpret regulatory reporting requirements to timely and accurately produce audited statement reports for key constituents including
Senior Management, External Auditors, Regulatory bodies, and the Board of Directors Monitor executing and documenting key controls, including, but not limited to regulatory state filings, management discussion and analysis, quality assurance validations and review, proper sing-offs on inputs from dependent sources Supervise offshore team members to timely and accurately prepare, review and submit financial reports for management review Work in a fast paced and agile work environment to meet or exceed deadlines Maximize the value and optimize reports created by the team Prepare insightful analysis to convey the underlying story to the key constituents timely, in a clear and concise manner Research and interpret changes in accounting policies, competitive landscape, and emerging trends Lead and participate complex cross-functional projects, such as regulatory reporting required for new products Drive continuous improvement and efficiencies within the reporting processes beyond the scope of responsibilities listed The Minimum Qualifications Bachelor's degree in Accounting, Finance, or related field 6+ years of experience working with audited and/or regulatory statements 3+ years GAAP reporting in life insurance companies 3+ years of demonstrated financial analysis and reporting 3+ years of experience with general ledger reporting cubes and warehouses; and the ability to gather data elements from various sources The Ideal Qualifications Master's degree in Accounting, Finance, or related field CPA Knowledge of advanced insurance and investment statutory accounting principles Knowledge of tools, applications, and/or queries to create and configure new reports, dashboards & decision-making analytics Skilled in validating and test data & reports to ensure accuracy and quality Other competencies required include customer focus, change & innovation, strategic thinking, relationship building & influencing Expert knowledge of Excel and Power Point What to Expect as Part of Mass Mutual and the Team Regular meetings with the Management, Statutory Audited and Regulatory Reporting team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-MS1Mass Mutual is an Equal Employment Opportunity employer Minority/Female/interactionual Orientation/Gender Identity/Individual with Disability/Protected Veteran.
We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
the handling of any major accounts that need special attention and any deviations. -About the Team -The credit and collections Manager will manage a global team of 6. They will be part of the Accounting Shared Services team and - report to the Director of Shared Services.
-In this role, you will: Manage invoicing, credit and collections personnel, including hiring, onboarding, training and development Establish and maintain the corporate credit policy and recommend changes in the credit policy to senior management. Define credit and collections goals and objectives. Be accountable for the entire credit granting and analysis process, including the consistent application of a credit policy
and the backssment of the credit worthiness of potential customers, with the goal of collecting all receivables and minimizing bad debt losses. Implement processes and policies that contribute to accurate invoicing and to ensure proper application of payments and accuracy of customer account balances.
Measure credit and collections performance with appropriate metrics. Conduct credit reviews on customers to lower, maintain, or raise credit limit in accordance with established company policies and terms in a timely manner. Ensure follow-up via direct phone calls and E-mails to customers that are past due. Handle major accounts requiring individual attention, marginal accounts, problem
accounts, special credit arrangements, and deviations from standards.
Refer accounts to collections agencies, as needed, - Identify and propose accounts for bad debt write off as needed, and maintain records of bankruptcy notices and filing of customers. Manage relationships with credit reporting and collection agencies and sales staff Drive credit and collections process improvements to decrease past due accounts and DSO Forecast cash collections and report to upper management throughout the quarter Be well versed in credit and collection and customer confidentiality laws and regulations and ensure compliance with such laws and regulations The skills you'll bring include: Minimum of 10 (Ten) years of credit and collection management experience preferably with a public company.
Relevant industry experience preferred. Must have strong interpersonal and communication skills. Must have strong persuasion and negotiation skills. Bachelor's degree preferred or better. Experience in backssing a business's financial performance and key risk indicators, managing credit lines, identifying credit solutions A working knowledge of all local, state, and federal laws and regulations pertaining to the management and collection of accounts receivable. Must have demonstrated continuous process improvement mindset.
We know that the best ideas and solutions come from multi-dimensional teams. That's because these teams reflect a variety of backgrounds and professional experiences. If you are excited about this role and feel your experience can make an impact, please don't be shy - apply today. -About Rapid7Rapid7 (NASDAQ: RPD) helps organizations across the globe protect what matters most so innovation can thrive in an increasingly connected world. Our comprehensive technology, services, and community-focused research simplify the complex for security teams, helping them reduce vulnerabilities, monitor for malicious behavior, be in 10 places at once, and shut down attacks.
We're on a mission to make security solutions easier to use and access so we can bring safety and resilience to more people. - With more than 10,000 customers across 140+ countries, Rapid7 is a leader in cybersecurity that has earned numerous industry accolades and recognition for our technology and culture. #LI-KC1All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, age, national origin, disability, protected veteran status or any other status protected by applicable national, federal, state or local law.
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This position will report to the Platform Finance Manager and support the Platform Data Entry Team. To succeed in this role, this person will have a strong accounting background, a daptability and resilience to thrive amidst the frequent changes of ap , a mind for problem solving and analyzing , and will be detail-oriented and organized with their tasks and time.
This role provides an opportunity to grow into a range of responsibilities outside of traditional accounting functions as part of a fast-growing S aa S company. Responsibilities Learn and u nderstand the unique variances of our Supplier and Customer accounts ( contractual payment terms, taxable /exempt , Customers' invoicing
rules, etc. ) Assist with the financial onboarding of N ew Suppliers via email communications and account setup in the platform finance system. Assist with review and accuracy of sales tax liability report data.
Review and resolve aged b illing d iscrepancies flagged in the PO lifecycle. Perform w eekly review of Open POs - identify unconverted POs marked as shipped and locate /request missing Supplier invoices ; interface with the internal Orders Team to resolve unclear open PO statuses as needed. Enter Supplier credit memos and match/link them to POs, Supplier Invoices, and Customer Invoices accordingly. Interface with internal Orders Team as needed to resolve unclear credit memos in
order to complete the process. D ownload and reconcile Supplier account statements against the accounting records ; respond to Supplier's AR team with feedback on statement items.
Assist with Customer billing inquiries as needed - review email requests from Customers; research and determine if PO is invoiceable; communicate with internal order support for order statuses if needed ; perform AP/AR data entry as needed to close the request. Assist with cash applications and collections as needed. Assist the Platform Finance Manager and Controller with ad hoc reporting and other related requests as needed. Qualifications Bachelor's Degree in A ccounting or Finance , or equivalent of 4 + years of solid and progressive accounting support experience.
Proven u nderstanding of bookkeeping, accounting and US GAAP. Proficiency with Quick Books Online/similar cloud accounting software and MS Office , with proficient Excel skills. Strong data entry skills with high degree of accuracy and attention to detail. Ability to interpret, calculate, post , and manage accounting figures and financial records. Ability to manage time and tasks efficiently and effectively and follow departmental processes and company policies. Previous involvement with Order to Cash. Additional Skills Clear, articulate oral and written interpersonal communications while striving to maintain positive relationships with suppliers, customer s , and colleagues.
Proficient phone, email , and video meeting etiquette. Positive , friendly, takes pride in work, and eager to learn anything new. Respectful, honest, humble, and willing to face adversity and embrace challenges. Willing to go the extra mile when needed, strong work ethic; takes direction well from management and collaborat es well with peers but is also self-directed and resourceful. Nice to Have Experience with CRM and/or issue tracking ticket-based systems is a plus.
Familiarity with Ariba, Oracle, Jaggaer or other ERP systems is a plus. Experience in an e-marketplace, purchasing , a multi-vendor/multi-customer, or similar setting is a plus. Ability to lead , train, and mentor supporting staff Experience with application of State Sales tax About The Company Labviva is on a mission to accelerate the pace of life science research. We connect researchers with suppliers of reagents, chemicals and instrumentation in an intuitive user-friendly platform that supports the priorities of scientists while staying compliant with purchasing rules.
We are a venture-funded start-up that acknowledges that the unique contributions of each team member drive our success. We commit to creating a diverse and inclusive workspace where people can make a positive impact. At Labviva , we invest in our employees and strongly believe that a culture of respect and support drives success for all involved. We provide a competitive set of benefits including but not limited to a hybrid - office/remote work option, health benefits, flexible time off, parental leave, competitive salary and equity, and Thursday company lunches. We are an equal opportunity employer and building a diverse team is our top priority.
At Labviva , we celebrate all. Help us build an inclusive community that will transform the life sciences industry. All qualified applicants will receive consideration for employment without regard to race, color, interaction, interactionual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics as outlined by federal, state or local laws, regulations, or ordinances. #J-18808-Ljbffr
such areas as financial and expense performance, rate of return, depreciation, working capital, and investment. How you will make an impact : Prepares budgets, forecasts and trend analyses. Compiles and prepares reports, graphs and charts of data developed.
Reviews invoices and list assets with correct profile. Creates and enters journal entries. Minimum Requirements : Requires a BA/BS in accounting or finance; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities and Experiences : MBA, CPA, CMA preferred. 1-2 years experience preferred. Reconciliation experience preferred. Please be advised that Elevance Health
only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to
personal and professional growth for our associates. Our values and behaviors are the root of our culture.
They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy.
Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19.
If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, interaction, interactionual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws.
Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@for assistance. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler.
We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week.
Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, interaction, interactionual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@for assistance.
looking for a Vice President that demonstrates strong leadership capabilities, has superior problem-solving skills, will bring energy to the team and has a curious approach to understand end-to-end business problems, initiatives, or analyses! The person in this role must have the ability to bring people together from different functional groups to achieve common goals.
This role provides a tremendous opportunity to grow and build your career with Fidelity Investments Finance! This role will lead Finance support and analyses for three Investment Divisions: the -High Income & Alternatives Business, Fidelity Asset Management Solutions Business -(Asset Allocation/Target Date) and the newly
formed -Fidelity Digital Asset Management -organization, working directly with the Head of each group and their respective leadership teams. This role will allow you to lead a dynamic team using the latest tools and technology to demonstrate your crucial finance skills.
The Asset Management Finance Team collaborates with a variety of partners including senior management, central finance, and the strategy team to drive finance initiatives and deliverables across Asset Management. As a member of Finance team, you will also have multiple opportunities to lead and/or drive critical short- and long-term Asset Management wide finance priorities. The Value You Deliver Lead and provide Finance
support to Investment Divisions Lead the planning process for the Investment Divisions including multi-year plan, operating plan, budget, and forecasts Partner directly and develop strong relationships with Investment Division Senior Leadership through insightful analysis on new investment products, scaling core businesses and industry opportunities Lead business case development and investment requests including technology spend, new revenue streams, headcount, and expense changes Lead all aspects of the development of scorecards and KPIs for Investment Divisions Lead, coordinate and effectively communicate monthly results and analyses including Assets, Flows, Market Share, Expense and Headcount Ensure profitability analysis systems are up to date and participant in developing the Next Gen Profitability environment Lead a finance team of 3 - 5 associates The Expertise and Skills You Bring Bachelor's degree in Finance, Accounting, or Economics combined with a minimum of 12+ years' work experience in a finance capacity Experience in financial services industry is highly desired Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions Advanced experience with various software applications (Excel, Power Point, Power BI, Tableau, Anaplan and Think-Cell) and proven ability for building complex financial models MBA or CFA is a plus, but not required Ability to prioritize tasks based on urgency and relevance and consistently meet deliverables Confidence and ability to influence others across the organization Strategic and creative thinking combined with keen attention to detail High degree of proficiency with data, database and financials In-depth understanding of financial concepts, methodologies, and accounting principles and how they impact business decisions Displays strong desire and willingness to learn new skills Energetic, demonstrates initiative and active collaborator Exceptional analytical and problem-solving skills Excellent verbal and written communication skills Strong interpersonal skills Certifications: Company Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.
-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Senior Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
