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Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Support the execution of control testing within the Corporate Treasury department by developing control test plans, completing testing, and reporting results. Partners with Treasury Controls Assurance leadership to develop and recommend improvements to current procedures, plans, and controls to business units to support achievement of objectives. Provides support for additional Treasury risk management activities including special projects and cross functional initiatives. Responsibilities <ul> <li>Responsible for execution of Treasury first line control testing in accordance with Enterprise Controls Assurance Standards. Includes testing of controls supporting liquidity risk management, capital adequacy and planning, investment portfolio management, funding, and modeling/data analytics functions.</li> <li>Creates reports and other documentation to communicate findings. Works with team to design test procedures, techniques, and sampling approach. Communicates effectively with both Treasury and Risk leadership</li> <li>Performs complex analysis and provides sufficient evidence to conclude on the adequacy and effectiveness of Treasury’s internal controls</li> <li>Provides feedback on control testing results to senior leadership and partners with Treasury teams to develop/implement solutions to control gaps.</li> </ul> Qualifications Bachelor’s Degree and 3 years of experience in Finance or Analytics OR High School Diploma or GED and 7 years of experience in Finance or Analytics. Other preferred qualifications: <ul> <li>Strong working knowledge of Word, Excel, PowerPoint, Microsoft Teams, and SharePoint </li> <li>Control Testing, Internal or External audit experience </li> <li>Certified Internal Auditor (CIA) designation</li> <li>Corporate Treasury experience</li> </ul> First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: <a href="https://jobs.firstcitizens.com/benefits" target="_blank">https://jobs.firstcitizens.com/benefits</a>.

SVB Financial Group

Financial Analyst Treasury - First Line Controls Assurance (Hybrid)

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Team/ Role Paragraph: Consumer &amp; Marketing FP&amp;A is a key function to support the revenue-generating consumer product group as well as the marketing/comms expenses that drive revenue and brand perception at Coinbase. The team provides forecasting and variance analysis for all revenue and expense lines for the product groups, support with ad-hoc analysis to inform business decisions, conduct deep dives into important focus areas for the financial health of the business where needed. Additionally, the team works with many cross-functional partners including Business Operations, Marketing Operations, Data, Accounting, Treasury, Investor Relations and HR to identify risks and opportunities and explain performance. This role will be the main day-to-day FP&amp;A partner for our marketing and communications organization who are crafting and communicating compelling stories that highlight product launches and lead comprehensive global marketing efforts, including PR, brand, performance marketing, and engagement strategies. This is a unique opportunity to bring your financial acumen to help support building the open financial system of the future. What you’ll be doing (ie. job duties): <ul> <li>Providing monthly budgeting, variance analysis and forecasting support to multiple stakeholders, including marketing/communication leaders and corporate FP&amp;A</li> <li>Supporting with month end close processes and quarter earnings call preparation </li> <li>Lead finance transformation projects around month-end close, forecasting and other ad-hoc processes </li> <li>Conduct monthly budget reviews and annual planning exercises</li> <li>Lead deep dives into marketing and communication expense to understand their drivers and potential levers to enhance financial performance</li> <li>Perform ad-hoc marketing finance analysis to support business leaders</li> <li>Working with HR and Talent Business Partners to forecast headcount needs</li> </ul> What we look for in you (ie. job requirements): <ul> <li>Enthusiastic, can-do attitude that thrives on a high degree of autonomy and embraces Coinbase’s “Act Like an Owner” mindset</li> <li>Attention to detail - ability to get into the details, step back and assess if the output makes sense</li> <li>Confidence interacting with senior stakeholders</li> <li>Demonstrated ability to work collaboratively and build effective cross-functional relationships</li> <li>Strong technical skills - ability to use Google Sheets and strong financial acumen </li> <li>Typically 1-4 years experience in an FP&amp;A, or strategic finance role or similar fast-paced finance environment (investment banking, asset management etc)</li> <li>Interest in the Crypto economy, Coinbase’s products and a desire to continuously learn</li> </ul> Nice to haves: <ul> <li>Experience using Anaplan and/or Netsuite</li> <li>Data visualization (superset or equivalent)</li> <li>Coding experience (SQL or Python) </li> <li>Marketing finance experience</li> </ul> Job #: P62790 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $105,400—$124,000 USD <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Financial Analyst (FP&A, Marketing)

Fox Rent A Car is a subsidiary of Europcar Mobility Group USA, a significant player in the USA mobility markets. Europcar Mobility Group USA's mission is to be the preferred "Mobility Service Company in the USA" by offering attractive alternative solutions to short-term rentals and long-term vehicle usage, with a growing range of mobility-related services. We seek a confident &amp; experienced Senior Accountant to join the team at our corporate headquarters in Tulsa, Oklahoma. The candidate will prepare general ledger journal entries, analysis, and reconciliation of various available ledger accounts. Specific areas of emphasis relate to airport concession calculations, reporting, audit follow-up, sales tax calculations, and reporting. You will: <ul> <li>Prepare journal entries</li> <li>Compile supporting financial statements and documents</li> <li>Prepare balance sheet reconciliations</li> <li>Upload consolidated financial statements into SAP</li> <li>Respond to inquiries from regulatory agencies</li> <li>Perform tax research, staying up to date on changes</li> <li>Analyze variances from budget to actual</li> <li>Provide accounting-related support and communications between accounting and other departments within Europcar Mobility Group, USA</li> <li>Implement process improvements</li> <li>Prepare local property tax filings and coordinate property tax payments with Accounts Payable; monitor changes to fixed assets and de-activation of existing or opening of new locations to communicate with local taxing authorities</li> <li>Other duties as assigned</li> </ul> Education: <ul><li>Bachelor's degree in Accounting, Finance, Business, Economics </li></ul> Experience: <ul> <li>CPA strongly preferred</li> <li>IFRS knowledge helpful</li> <li>Securitization experience a plus</li> <li>International cross-border transaction experience / specific tax return (W8Ben) preferred </li> <li>Tax preparation experience </li> <li>Experience with bookkeeping software, Great Plains, and SAP, preferred </li> </ul> Skills/Abilities: <ul> <li> Detail-oriented and highly organized</li> <li> Professional written and verbal communication skills</li> <li> Advanced/Expert Excel skills are a must</li> <li> Google Sheets and Google Docs knowledge, a plus</li> </ul> We Offer: <ul> <li>Employee Discounts</li> <li>Referral bonus</li> <li>Paid Training and Career Development Opportunities.</li> <li>Benefits: Medical, Vision, Dental, 401k</li> <li>Paid Time Off, Vacation Time, and Paid Holidays</li> <li>A Great Company Culture and an Awesome Management Team!</li> </ul> We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Accordingly, all members of society, irrespective of age, gender, disability, sexual orientation, race, religion, or belief, are encouraged to apply to join our team. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. <a href="https://applicant.jobappnetwork.com/applicant/recover-applications" target="_blank">Already applied? Go to TalentReef to see your application</a> <h4 id="position-info-additional-info-title">Position Information</h4> Company: Fox Rent A Car Inc. Position: Senior Accountant Status: Full Time Shift: First (Day) Req #: 10281452 Date Posted: October 16, 2024 Location: 4135 South 100th East Avenue, Tulsa, US, OK, 74146 Job Category: Staff for Fox Rent A Car

Fox Rent-A-Car

Senior Accountant

Fox Rent A Car is a subsidiary of Europcar Mobility Group USA, a significant player in the USA mobility markets. Europcar Mobility Group USA's mission is to be the preferred "Mobility Service Company in the USA" by offering attractive alternative solutions to short-term rentals and long-term vehicle usage, with a growing range of mobility-related services. We seek an experienced Staff Accountant to join our growing accounting team. You will perform general bookkeeping, maintain financial reports, and prepare and analyze budgets. A strong work ethic, attention to detail, and demonstrated knowledge of technical and operational accounting and finance functions are necessary. You will: <ul> <li>Prepare journal entries</li> <li>Reconcile various general ledger accounts</li> <li>Prepare balance sheet account reconciliations</li> <li>Prepare cash reconciliations and gather details to book cash-related Journal Entries.</li> <li>Prepare general ledger account analysis for P&amp;L accounts.</li> <li>Assist in preparation of variance analysis between actuals and forecast and budget on an overall Corporate level as well as by departments and locations</li> <li>Manage and maintain fixed assets module and appropriate accounting</li> <li>Assist in annual audit process with external auditors as well as responsible for preparing tax-related schedules for yearly tax returns</li> <li>Provide accounting-related support and communications between accounting and other departments within Fox</li> <li>Other duties as assigned</li> </ul> Requirements: <ul> <li>Bachelor's degree in Accounting, Finance, Business, Economics, or a related field of study</li> <li>CPA preferred</li> <li>Minimum of 2-3 years of general accounting or related experience</li> <li>Car rental industry experience preferred</li> <li>Proficient with Excel and Word-related skills</li> <li>Google Sheets and Google Docs knowledge, a plus</li> </ul> We Offer: <ul> <li>Medical, Vision, Dental, 401k, Employee Discounts, Referral bonus</li> <li>Company Life Insurance</li> <li>Company paid AD&amp;D Insurance</li> <li>Flexible spending accounts &amp; and other voluntary benefits</li> <li>Parental leave</li> <li>Employee assistance program</li> </ul> We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Accordingly, all members of society, irrespective of age, gender, disability, sexual orientation, race, religion, or belief, are encouraged to apply to join our team. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. <a href="https://applicant.jobappnetwork.com/applicant/recover-applications" target="_blank">Already applied? Go to TalentReef to see your application</a> <h4 id="position-info-additional-info-title">Position Information</h4> Company: Fox Rent A Car Inc. Position: Staff Accountant Status: Full Time Shift: First (Day) Req #: 10281448 Date Posted: October 16, 2024 Location: 4135 South 100th East Avenue, Tulsa, US, OK, 74146 Job Category: Staff for Fox Rent A Car

Staff Accountant

Epicor Financial Consultant About Us: Our client is a leading consulting partner specializing in ERP solutions for manufacturing companies. They are dedicated to helping clients streamline their operations and maximize their investment in technology. Their team is passionate about delivering high-quality implementation, upgrade, and process improvement projects. Position Overview: We are seeking an experienced Epicor Financial Consultant to join our client’s team. In this role, you will work closely with our clients to implement and enhance Epicor ERP financial modules. Your expertise will be crucial in driving successful projects that improve financial processes and contribute to overall operational efficiency. Key Responsibilities: <ul> <li> Implementation &amp; Upgrades: <ul> <li>Lead the implementation of Epicor financial modules for manufacturing clients, ensuring alignment with best practices and business requirements.</li> <li>Manage upgrades of existing Epicor systems, working collaboratively with clients to minimize disruption and ensure seamless transitions.</li> </ul> </li> <li> Process Improvement: <ul> <li>Analyze current financial processes and identify opportunities for improvement and automation.</li> <li>Design and recommend solutions that enhance reporting, budgeting, forecasting, and overall financial management.</li> </ul> </li> <li> Client Collaboration: <ul> <li>Work closely with clients to gather requirements, conduct workshops, and deliver tailored solutions.</li> <li>Provide ongoing support and training to client teams, ensuring they are equipped to utilize the system effectively.</li> </ul> </li> <li> Project Management: <ul> <li>Oversee project timelines, resources, and budgets to ensure successful delivery within scope.</li> <li>Maintain regular communication with stakeholders, providing updates on project status and addressing any challenges.</li> </ul> </li> <li> Documentation &amp; Reporting: <ul> <li>Create comprehensive documentation, including functional specifications, process maps, and user guides.</li> <li>Prepare reports and dashboards to help clients track financial performance and metrics.</li> </ul> </li> </ul> Qualifications: <ul> <li>Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.</li> <li>Proven experience as an Epicor Financial Consultant or in a similar role, specifically within manufacturing environments.</li> <li>Strong knowledge of Epicor ERP financial modules (e.g., General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets).</li> <li>Excellent analytical and problem-solving skills with a keen attention to detail.</li> <li>Effective communication and interpersonal skills, with the ability to build relationships with clients and team members.</li> <li>Project management experience, including the ability to manage multiple projects simultaneously.</li> </ul>

Planet Technology

Epicor Financial Consultant (Canada)

Fox Rent A Car is a subsidiary of Europcar Mobility Group USA, a significant player in the USA mobility markets. Europcar Mobility Group USA's mission is to be the preferred "Mobility Service Company in the USA" by offering attractive alternative solutions to short-term rentals and long-term vehicle usage, with a growing range of mobility-related services. We are seeking a highly skilled and experienced Corporate Accounting Manager to join our team. The ideal candidate will oversee all accounting functions, including preparing journal entries, reconciling balance sheet accounts, analyzing general ledger accounts, and performing variance analysis. This role also involves leading the annual audit process, preparing tax-related schedules, drafting and implementing internal control policies, and serving as a liaison between the Accounting, Finance, and Operations departments. Key Responsibilities: <ul> <li> Journal Entries: Prepare and oversee posting accurate journal entries to ensure the proper recording of all business transactions.</li> <li> Account Reconciliations: Prepare and review balance sheet account reconciliations to ensure the accuracy and completeness of financial data.</li> <li> General Ledger Analysis: Conduct a thorough analysis of general ledger accounts for Profit and loss (P&amp;L) and ensure all discrepancies are resolved promptly.</li> <li> Variance Analysis: Perform detailed variance analysis between actuals and forecast/budget at the overall corporate level and by individual departments and locations.</li> <li> Annual Audit Assistance: Coordinate with external auditors and prepare necessary tax-related schedules for annual tax returns to lead the annual audit process.</li> <li> Internal Control Policies: Draft, implement, and maintain internal control policies and procedures to ensure compliance and efficiency within the department.</li> <li> Cross-Department Liaison: Serve as a critical liaison between the Accounting, Finance, and Operations departments to ensure smooth communication and collaboration.</li> <li> Team Leadership: Supervise, mentor, and develop accounting staff to ensure high performance and professional growth.</li> <li> Additional Duties: Perform other duties as assigned by senior management.</li> </ul> Requirements: <ul> <li>Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field of study</li> <li>Minimum of 10 years of Accounting, Finance, or related experience</li> <li>Proven experience as an Accounting Manager or similar role in a corporate environment.</li> <li>Strong understanding of accounting principles and practices.</li> <li>Excellent analytical skills and attention to detail.</li> <li>Proficiency in accounting software and Microsoft Office Suite, particularly Excel.</li> <li>Strong communication and interpersonal skills</li> <li>IFRS knowledge</li> <li>CPA required</li> <li>Experience with securitizations a plus</li> <li>Car rental industry experience preferred</li> </ul> We Offer: <ul> <li>Medical, Vision, Dental, 401k, Employee Discounts, Referral bonus</li> <li>Company-paid Life Insurance</li> <li>Company paid AD&amp;D Insurance</li> <li>Flexible spending account</li> <li>Parental leave</li> <li>Employee assistance program</li> </ul> We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Accordingly, all members of society, irrespective of age, gender, disability, sexual orientation, race, religion, or belief, are encouraged to apply to join our team. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. <a href="https://applicant.jobappnetwork.com/applicant/recover-applications" target="_blank">Already applied? Go to TalentReef to see your application</a> <h4 id="position-info-additional-info-title">Position Information</h4> Company: Fox Rent A Car Inc. Position: Corporate Accounting Manager Status: Full Time Shift: First (Day) Req #: 10281446 Date Posted: October 16, 2024 Location: 4135 South 100th East Avenue, Tulsa, US, OK, 74146 Job Category: Management for Fox Rent A Car

Corporate Accounting Manager

<h2>Job Details</h2> Job Location San Diego, CA Remote Type Fully Remote <h2>Description</h2> Company: ACES (Autism Comprehensive Educational Services) Title: Associate/Manager, Financial Planning &amp; Analysis ACES is a rapidly growing private equity-backed autism services company that is dedicated to enhancing the quality of life for individuals and families impacted with autism or other special needs. We provide comprehensive, professional services to maximize individuals' potential throughout their lifespan. ACES’ distinguished care is grounded in an industry-leading model of behavioral artistry – which combines the best clinical practice of traditional Applied Behavioral Analysis (ABA) with humanistic elements that help our clients generalize their skills and gain independence. Serving 80+ markets across 9 states, we are motivated to grow both so that we can serve more clients and close the significant supply gap that currently exists across the United States. We are committed to attracting and cultivating the very best team members who embody ACES’ values and culture and are passionate about our work. In 2020, ACES partnered with growth equity firm General Atlantic to scale its clinical model and move toward its vision of becoming the household name in America for the highest-quality autism care. Based in an industry with strong tailwinds for growth, ACES is a unique opportunity for the right candidate. For more information, visit <a href="http://www.acesaba.com" target="_blank">http://www.acesaba.com</a>. Role Description At ACES, we are committed to elevating the standards in the treatment of autism. Beyond leading FP&amp;A responsibilities such as forecasting and preparing monthly financial reporting packages for Senior and Operational leaders in the Company, the FP&amp;A Associate will be instrumental in analysis that will inform company operations and priorities, including ways to best support clinical excellence. S/he will work closely with the CFO, Vice President of Finance, SVP Controller and Revenue Cycle Operations, field operations teams and other departmental leaders, to improve efficiency and effectiveness of care. The ideal candidate would be someone looking to work in a fast-paced role with cross-functional exposure and the opportunity to contribute to analytical decision-making and to drive performance improvements in our rapidly growing company. This role will report to the Chief Financial Officer, with close interactions with the VP of Finance (bios below). Responsibilities <ul> <li>Perform budgeting and reforecasting exercises for the Company including working closely with operational leaders to understand the latest business trends to incorporate into the various financial models</li> <li>Monthly financial package reporting, including presenting out on business performance at Company-wide Monthly Operating Reviews and meetings with the ACES Board of Directors</li> <li>Work closely with functional leaders on the central support team to assist with financial / metric-driven strategy and program design both clinically or operationally</li> <li>Work side by side with regional leaders and Care Teams to ensure effective implementation of key ACES clinical and business priorities</li> <li>Manage cross-functional team projects to ensure effective collaboration and alignment of resources and expertise, leading to successful execution of diverse cross-functional projects</li> <li>Perform additional ad-hoc financial analysis to evaluate business decisions including, but not limited to: <ul> <li>Assistance on de novo modeling and M&amp;A activity, including modeling / diligence support efforts</li> <li>ROI analysis including build vs. buy decisions and site expansions</li> <li>Unit economics / Profitability by clinic</li> <li>Pricing analysis</li> <li>Wage analysis</li> <li>De Novo performance</li> </ul> </li> </ul> <h2>Qualifications</h2> We’re looking for a motivated, rising FP&amp;A star: <ul> <li>3-10 years of experience in FP&amp;A or related field</li> <li>Prior experience in healthcare / population health / working with healthcare providers preferred</li> <li>Investment banking and/or private equity experience a plus</li> <li>Self-starter and critical thinker who is able to work independently to frame and solve problems</li> <li>Ability to build the trust and confidence of a wide range of stakeholders</li> <li>Strong inter-personal and influencing skills</li> <li>Incredible level of organization and detail orientation</li> <li>Passion for excellence, willing to go the extra mile to achieve objectives and ensure consistently high-quality work product</li> <li>Ability to succinctly summarize large amounts of information</li> <li>Strong accountability and discipline against timelines and deliverables</li> <li>Analytical and data savvy. Ability to analyze clinical data and develop business cases, ROI analysis</li> <li>Expert in MS Office suite, Power BI a plus</li> <li>EHR &amp; ERP experience/exposure preferable</li> <li>Desire and ability to work in an agile, purpose-driven environment</li> <li>Remote position, west coast preferred, San Diego a plus</li> <li>Demonstrated history of strong academic performance</li> <li>Bachelor degree required; coursework in finance, valuation, business management, and accounting preferred</li> </ul> What does an “ACE-ified” team member look like? <ul> <li>Driven by our mission; embodies our values and culture</li> <li>Strong intellectual curiosity with a growth mindset</li> <li>Mature and self-aware, with a professional presence</li> <li>Exudes positive energy; pleasantly persistent</li> <li>Humble, caring and empathetic</li> <li>Displays grit and scrappiness, roll-up-your-sleeves work ethic</li> <li>Quick learner comfortable with a high level of ambiguity and geographically distributed team</li> </ul> Why ACES? Join the ACES movement. 28 years ago, a teacher in her classroom had a vision, that she could not only uniquely improve the quality of life for her students - that she could also build an organization to help others do the same. And that they together could elevate the standards in the treatment of autism, discover new and better ways of providing care and create ripples of positive impact across millions of lives. We aim to be the standard setter and a household name for autism services in America whose growth will solve the current gap in the supply of quality care. ACES Finance is committed to mentorship and development of its entire team. Dan Thau (CFO) and Dawn Cheng (VP Finance) each have over ten years of experience in investment banking, private equity, and healthcare finance executive roles. As part of the ACES Finance team, you will have the opportunity to develop the skills necessary to advance to the highest levels of a finance organization, in a culture committed to mentoring and developing team members throughout its team structure. Specifically, you will develop a “value creation mindset” which will set you up for future success in other companies in your career. You can bring your whole self to work as you embody our core values! Accountability, Collaboration, Flexibility, Fun, Innovation, Passion, Respect, Results, Service, Inclusion ACES offers our teammates advantages that can’t be found in other workplaces, including: <ul> <li>The opportunity to be part of a fast growing company focused on changing the future of behavioral therapy</li> <li>Collaborative, supportive, agile and fun culture</li> <li>High levels of responsibility and opportunities for advancement</li> <li>Paid vacation/sick time, retirement options, as well as health, vision, and dental benefits</li> </ul> Why does ACES offer all of these benefits? Because we know what it takes to deliver the highest level of care and our team deserves the best resources to succeed and enjoy their work. In return, we expect the best out of you! Senior Finance Team Dan Thau, CFO <ul> <li>Goldman Sachs, investment banking division</li> <li>American Securities ($25billion+ AUM private equity firm), investment team</li> <li>The Wharton School (undergraduate), Harvard Business School (MBA)</li> </ul> Dawn Cheng, VP Finance <ul> <li>Credit Suisse, investment banking division</li> <li>Goldman Sachs Merchant Bank, private equity and growth equity investor</li> <li>CareHarmony, Head of Finance</li> <li>New York University (undergraduate)</li> </ul> Alex Scott, SVP Controller and Revenue Cycle Operations <ul> <li>Deloitte, audit team</li> <li>PetDX, corporate controller</li> <li>University at Buffalo (undergraduate), University at Buffalo (M.S. Accounting), Harvard Business School (executive education)</li> </ul> ACES is an equal opportunity employer. We embrace diversity and encourage you to apply!

Comprehensive Educational Services

Associate/Manager, Financial Planning & Analysis

<h2>Job Details</h2> Job Location San Diego, CA Remote Type Fully Remote <h2>Description</h2> Company: ACES (Autism Comprehensive Educational Services) Title: Senior Financial Analyst ACES is a rapidly growing private equity-backed autism services company that is dedicated to enhancing the quality of life for individuals and families impacted with autism or other special needs. We provide comprehensive, professional services to maximize individuals' potential throughout their lifespan. ACES’ distinguished care is grounded in an industry-leading model of behavioral artistry – which combines the best clinical practice of traditional Applied Behavioral Analysis (ABA) with humanistic elements that help our clients generalize their skills and gain independence. Serving 80+ markets across 9 states, we are motivated to grow both so that we can serve more clients and close the significant supply gap that currently exists across the United States. We are committed to attracting and cultivating the very best team members who embody ACES’ values and culture and are passionate about our work. In 2020, ACES partnered with growth equity firm General Atlantic to scale its clinical model and move toward its vision of becoming the household name in America for the highest-quality autism care. Based in an industry with strong tailwinds for growth, ACES is a unique opportunity for the right candidate. For more information, visit <a href="http://www.acesaba.com" target="_blank">http://www.acesaba.com</a>. Role Description At ACES, we are committed to elevating the standards in the treatment of autism. Beyond leading FP&amp;A responsibilities such as forecasting and preparing monthly financial reporting packages for Senior and Operational leaders in the Company, the Senior Financial Analyst will be instrumental in analysis that will inform company operations and priorities, including ways to best support clinical excellence. S/he will work closely with the CFO, Vice President of Finance, SVP Controller and Revenue Cycle Operations, field operations teams and other departmental leaders, to improve efficiency and effectiveness of care. The ideal candidate would be someone looking to work in a fast-paced role with cross-functional exposure and the opportunity to contribute to analytical decision-making and to drive performance improvements in our rapidly growing company. This role will report to the Chief Financial Officer, with close interactions with the VP of Finance (bios below). Responsibilities <ul> <li>Perform budgeting and reforecasting exercises for the Company including working closely with operational leaders to understand the latest business trends to incorporate into the various financial models</li> <li>Monthly financial package reporting, including presenting out on business performance at Company-wide Monthly Operating Reviews and meetings with the ACES Board of Directors</li> <li>Work closely with functional leaders on the central support team to assist with financial / metric-driven strategy and program design both clinically or operationally</li> <li>Work side by side with regional leaders and Care Teams to ensure effective implementation of key ACES clinical and business priorities</li> <li>Manage cross-functional team projects to ensure effective collaboration and alignment of resources and expertise, leading to successful execution of diverse cross-functional projects</li> <li>Perform additional ad-hoc financial analysis to evaluate business decisions including, but not limited to: <ul> <li>Assistance on de novo modeling and M&amp;A activity, including modeling / diligence support efforts</li> <li>ROI analysis including build vs. buy decisions and site expansions</li> <li>Unit economics / Profitability by clinic</li> <li>Pricing analysis</li> <li>Wage analysis</li> <li>De Novo performance</li> </ul> </li> </ul> <h2>Qualifications</h2> We’re looking for a motivated, rising FP&amp;A star: <ul> <li>2-5 years of experience in FP&amp;A or related field</li> <li>Prior experience in healthcare / population health / working with healthcare providers preferred</li> <li>Investment banking and/or private equity experience a plus</li> <li>Self-starter and critical thinker who is able to work independently to frame and solve problems</li> <li>Ability to build the trust and confidence of a wide range of stakeholders</li> <li>Strong inter-personal and influencing skills</li> <li>Incredible level of organization and detail orientation</li> <li>Passion for excellence, willing to go the extra mile to achieve objectives and ensure consistently high-quality work product</li> <li>Ability to succinctly summarize large amounts of information</li> <li>Strong accountability and discipline against timelines and deliverables</li> <li>Analytical and data savvy. Ability to analyze clinical data and develop business cases, ROI analysis</li> <li>Expert in MS Office suite, Power BI a plus</li> <li>EHR &amp; ERP experience/exposure preferable</li> <li>Desire and ability to work in an agile, purpose-driven environment</li> <li>Remote position, west coast preferred, San Diego a plus</li> <li>Demonstrated history of strong academic performance</li> <li>Bachelor degree required; coursework in finance, valuation, business management, and accounting preferred</li> </ul> What does an “ACE-ified” team member look like? <ul> <li>Driven by our mission; embodies our values and culture</li> <li>Strong intellectual curiosity with a growth mindset</li> <li>Mature and self-aware, with a professional presence</li> <li>Exudes positive energy; pleasantly persistent</li> <li>Humble, caring and empathetic</li> <li>Displays grit and scrappiness, roll-up-your-sleeves work ethic</li> <li>Quick learner comfortable with a high level of ambiguity and geographically distributed team</li> </ul> Why ACES? Join the ACES movement. 28 years ago, a teacher in her classroom had a vision, that she could not only uniquely improve the quality of life for her students - that she could also build an organization to help others do the same. And that they together could elevate the standards in the treatment of autism, discover new and better ways of providing care and create ripples of positive impact across millions of lives. We aim to be the standard setter and a household name for autism services in America whose growth will solve the current gap in the supply of quality care. ACES Finance is committed to mentorship and development of its entire team. Dan Thau (CFO) and Dawn Cheng (VP Finance) each have over ten years of experience in investment banking, private equity, and healthcare finance executive roles. As part of the ACES Finance team, you will have the opportunity to develop the skills necessary to advance to the highest levels of a finance organization, in a culture committed to mentoring and developing team members throughout its team structure. Specifically, you will develop a “value creation mindset” which will set you up for future success in other companies in your career. You can bring your whole self to work as you embody our core values! Accountability, Collaboration, Flexibility, Fun, Innovation, Passion, Respect, Results, Service, Inclusion ACES offers our teammates advantages that can’t be found in other workplaces, including: <ul> <li>The opportunity to be part of a fast growing company focused on changing the future of behavioral therapy</li> <li>Collaborative, supportive, agile and fun culture</li> <li>High levels of responsibility and opportunities for advancement</li> <li>Paid vacation/sick time, retirement options, as well as health, vision, and dental benefits</li> </ul> Why does ACES offer all of these benefits? Because we know what it takes to deliver the highest level of care and our team deserves the best resources to succeed and enjoy their work. In return, we expect the best out of you! Senior Finance Team Dan Thau, CFO <ul> <li>Goldman Sachs, investment banking division</li> <li>American Securities ($25billion+ AUM private equity firm), investment team</li> <li>The Wharton School (undergraduate), Harvard Business School (MBA)</li> </ul> Dawn Cheng, VP Finance <ul> <li>Credit Suisse, investment banking division</li> <li>Goldman Sachs Merchant Bank, private equity and growth equity investor</li> <li>CareHarmony, Head of Finance</li> <li>New York University (undergraduate)</li> </ul> Alex Scott, SVP Controller and Revenue Cycle Operations <ul> <li>Deloitte, audit team</li> <li>PetDX, corporate controller</li> <li>University at Buffalo (undergraduate), University at Buffalo (M.S. Accounting), Harvard Business School (executive education)</li> </ul> ACES is an equal opportunity employer. We embrace diversity and encourage you to apply!

Senior Financial Analyst

Req ID: 75621 Location: Tulsa -TUL Areas of Interest: Finance; Accounting Pay Transparency Salary Range: 65000 Application Deadline: 03/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Not Bonus Eligible <h2>Summary</h2> Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business. <h2>Job Description</h2> The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 15-18 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization. <h2>Team Culture</h2> We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. <h2>How You'll Spend Your Time</h2> <ul> <li>Your time will be spent in classroom training and line of business overviews</li> <li>Credit Analysis training and case study work</li> <li>Project work with direct impacts and value add to the line of business</li> <li>Building relationships with managers, leaders, and peers</li> <li>Rotational training experiences working day to day in the line of business</li> <li>Professional development through 1 on 1 coaching with ACT Mgmt</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles). Preferences: <ul> <li>Excellent leadership skills</li> <li>Relevant work experience </li> <li>Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)</li> <li>12 hours of Finance courses (Commercial and Wealth positions)</li> <li>Course work in MIS, CS, or Security completed (IT, IS positions)</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

2025 Accelerated Career Track Associate - Finance, Corporate Treasury, and Accounting (Tulsa, OK)

Responsibilities/Scope: <ul> <li>Design and maintain Payroll configuration by evaluating feasibility of modifications and enhancements and completing build necessary to support process workflows and changes to these workflows. </li> <li>Minimum Qualifications:</li> </ul> <ul> <li>4+ years of hands on design, configuration, testing, and training experience in Workday HCM, specifically in the Payroll module</li> <li>Strong skills in Workday reporting and analytics.</li> </ul> Nice to Have: <ul> <li>Hands on Time Tracking design, config, testing and training experience</li> <li>Experience configuring time tracking module including time entry codes, time entry validation rules and work schedules. </li> </ul>

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