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Pinterest

Accountant II - Senior Revenue Accountant

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Senior Principal Financial Consultant is a member of the Professional Services Healthcare Industry team that is passionate about delivering value to our customers through financial solutions. We work alongside customers to build effective and efficient solutions in Workday that tackle the sophisticated challenges in the healthcare industry!About the Role As a Senior Principal Functional Consultant, you will play a significant role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to work with a diverse and inclusive team, collaborating with sales, project management, product, and fellow consultants to deliver outstanding results. The Senior Principal Financial Consultant will provide Workday product, industry, and deployment expertise by serving as the financial and accounting architect and advisor on customer engagements while aligning solutions across the other functional areas. Key Areas of Responsibility: <ul> <li>Contribute and help maintain healthcare standard practices to reflect new industry requirements and trends.</li> <li>Resolve client requirements through tailored Workday financial solutions.</li> <li>Demonstrate the configurations and support the customer in testing.</li> <li>Participate in updated training and other events that share one’s product and industry skills with other consultants.</li> <li>Partner with the Engagement Manager (PMO) to ensure successful project outcomes through actively participating in workstream meetings, providing status reports, and leading cross functional sessions. </li> <li>Participant in customer prospect discovery sessions.</li> <li>Mentor and aid in the career growth of other team members.</li> <li>Partner with the healthcare leadership to set internal initiatives to drive innovation and improvements in deployments.</li> </ul> About You Basic Qualifications <ul> <li>9+ years of implementation or functional experience in Workday Financial Management.</li> <li>9+ years of consulting experience</li> <li>Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management, Cash Management, and Grants Management</li> </ul> Other Qualifications <ul> <li>Bachelor’s degree or equivalent experience - preferably in Finance or Accounting</li> <li>9+ years of financial consulting experience with at least 5 full-cycle healthcare industry implementations OR 9+ years of financial or accounting operational experience in healthcare organizations.</li> <li>Experience in Financial Management software solutions or systems such as Lawson, Oracle, or PeopleSoft.</li> <li>Experience architecting Workday Foundation Data Model (FDM) and FIN Accounting solutions</li> <li>Experience transforming an organization's Chart of Accounts</li> <li>Ability to connect with all levels of customer/prospect leadership</li> <li>Passion for customer service and project management experience</li> <li>Ability to learn technology quickly through instruction and self-training.</li> <li>Experience with multiple financial applications </li> <li>Ability to balance multiple project engagements at a time</li> <li>Ability to travel up to 50%</li> </ul> Workday Pay Transparency Statement The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="http://www.workday.com/en-us/company/careers/benefits.html" target="_blank">click here</a>. Primary location: USA.TX.Frisco Primary Location Base Pay Range: $157,300 to $235,900 USD Additional US Location(s) Base Pay Range: $149,400 to $251,000 USD Posting End Date: 11/30/24. Applications are accepted for this position on an ongoing basis, through the stated End Date. Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter. Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="http://www.workday.com/en-us/company/careers/benefits.html" target="_blank">click here</a>.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Senior Principal Financial Consultant (Healthcare)

Thermo Fisher Scientific

Financial Analyst III, Business Intelligence and Analytics

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.The Wealth Management Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will provide individual FRs wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income distribution products available via Park Avenue Securities.<h2>You are</h2><ul> <li>Self-motivated and can adapt to a fast moving and dynamic environment.</li> <li>Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.</li> <li>Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.</li> <li>Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.</li> </ul><h2>You will</h2><ul> <li>Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference. This training can include not only products and solutions but cover the technologies and applications used in Wealth Management (when such training &amp; support is not offered by the vendor), and generic information covering the transacting of registered products.</li> <li>Work closely with the WMC, focusing on the overall growth of Wealth Management business in the agencies either within their assigned territories or nationally as required.</li> <li>Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.</li> <li>Provide rate information as required, directing FRs to appropriate weblinks for such, etc.</li> <li>Manage and develop sales territory with WMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.</li> <li>With WMC, implement and execute communications, sales, and growth plans within sales territory.</li> <li>Help identify and communicate sales opportunities to registered FRs.</li> <li>Act as a subject matter expert on wealth management products and technology platforms.</li> <li>Conduct consultative and educational sales calls and presentations to registered FRs.</li> <li>Document Field interactions in wholesaler CRM.</li> </ul><h2>You have</h2><ul> <li>Strong advisor management skills.</li> <li>Ability to support large case design and proposal.</li> <li>Desire to drive results and sales growth.</li> <li>Broad-based industry and product knowledge.</li> <li>Strong consultative skills.</li> <li>Excellent organizational skills.</li> <li>Bachelor’s degree or equivalent work experience required.</li> <li>Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).</li> <li>Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.</li> <li>Experience in field training and presenting to small/large groups via Zoom/Teams a plus.</li> <li>3-5 years overall experience (including above) within the financial services industry.</li> <li>Series 7 required.</li> <li>Series 63/65 or 66; required.</li> <li>Professional designations such as CFP; AIF.</li> <li>Life/Health insurance Licenses; preferred.</li> <li>Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.</li> <li>Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).</li> <li>Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.</li> <li>Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc. </li> <li>Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.</li> <li>Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.</li> </ul>Salary Range $60,000 - $67,500 ​ The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.<h2>Our Promise</h2>At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. <h2>Inspire Well-Being</h2>As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.<h2>Health Care</h2><ul> <li>Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits</li> <li>Dental plan</li> <li>Vision plan</li> <li>Health care accounts – flexible spending, health reimbursement, and health savings accounts</li> <li>Critical illness insurance</li> </ul><h2>Life and Disability Insurance</h2><ul> <li>Company-paid Life and Disability insurance plus voluntary supplemental coverage</li> <li>Accident insurance</li> </ul><h2>Retirement and Financial</h2><ul> <li>401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable</li> <li>Complimentary 1:1 financial guidance with a licensed Fidelity representative</li> </ul><h2>Time Off and Remote Work</h2><ul> <li>Flexible work arrangements (part in-person/part remote)</li> <li>Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement</li> <li>Personal holidays for colleagues to use in recognition of religious, cultural, or civic days</li> <li>Paid parental leave and paid family and medical leave policies</li> </ul><h2>Emotional Well-being and Work-Life</h2><ul> <li>Emotional well-being, mental health, and work/life resources powered by Spring Health</li> <li>Wellness programs, including fitness program and equipment reimbursement</li> <li>Child, adult, and elder back-up care support through Bright Horizons</li> <li>Adoption assistance</li> <li>College planning</li> <li>Tuition reimbursement</li> <li>Student loan assistance</li> <li>Commuter benefits in select metropolitan areas</li> </ul><h2>Equity &amp; Inclusion</h2>Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:<ul> <li>Employee Resource Groups:</li> <li>Colleague Connection Committees</li> <li>Community Involvement Committees</li> </ul>A culture that encourages colleagues to bring their authentic selves to work<ul> <li>Voluntary self-ID</li> <li>Pronunciation and phonetic spelling of names</li> </ul>Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. <h2>Equal Employment Opportunity</h2>Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.<h2>Accommodations</h2>Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Guardian Life

Wealth Management Specialist

<h2>Job Details</h2> Job Location Community Care College - Tulsa, OK Position Type Full Time <h2>Description</h2> Community Care College is seeking an Accounting Specialist. Associate or Bachelor’s Degree from an accredited institution is required. Experience in collections, bookkeeping, basic accounting principles, and QuickBooks preferred. Must be proficient with Microsoft (Excel, Word) and Google Workspace applications. Excellent customer service skills are required! The Accounting Specialist will assist the senior accountant/CFO with basic bookkeeping, clerical, and accounting tasks, such as payables, receivables, filing, record keeping, student accounts, and other accounting-related projects. Must be organized, numbers-oriented, have attention to detail, and the ability to meet deadlines. Full-time with benefits! Mon &amp; Tues 7:00 am - 5:00 pm, Wed &amp; Thurs 8:00 am-5:00 pm, and Fri. 8:00 am-3:00 pm. Background check, credit check, and drug screen required. Join our amazing Accounting team today! Duties: <ul> <li>Processing and timely posting of payables (invoices, processing payments etc.)</li> <li>Assist with monthly closing responsibilities such as earnings adjustments, reconciliations, etc.</li> <li>Assist with credit card charge postings</li> <li>Performs required transaction processing and data entry as required</li> <li>Assist in the preparation and recording of accounts receivable and cash receipts</li> <li>Assist in the preparation of allocation tables for indirect expenses and revenue items as needed</li> <li>Maintain required records, reports, and files in an organized manner</li> <li>Assist with filing and record-keeping</li> <li>Perform related duties as directed within the project guidelines established</li> <li>Performs other duties as assigned by the Supervisor</li> </ul> <h2>Qualifications</h2> Requirements: <ul> <li> Associate or Bachelor’s Degree from an accredited institution</li> <li> Ability to organize and maintain detailed records</li> <li> Ability to effectively present information to management</li> <li> Ability to calculate figures and amounts</li> <li> Ability to interpret a variety of instructions finished in written, oral, diagram, or schedule form</li> <li> Experience and knowledge in Microsoft Excel spreadsheets &amp; Word documents</li> </ul> Qualifications <ul> <li>An Associate Degree or higher from an accredited institution is required</li> <li>Previous experience in collections, bookkeeping, basic accounting principles, and QuickBooks preferred</li> <li>Excellent Organizational skills and attention to detail </li> <li>Strong communication skills - written and verbal</li> <li>Welcoming, friendly, and excellent customer service skills</li> <li>Above-average level of expertise in computer literacy</li> <li>Proficient with Microsoft (Excel, Word) and Google Workspace applications</li> </ul> Who We Are: Community HigherEd Institute is Oklahoma’s only private non-profit technical college system based in Tulsa, Oklahoma that is dedicated to improving the lives of aspiring professionals through each of its three campuses, Community Care College, Clary Sage College, and Oklahoma Technical College. Established in 1995, The College’s mission is to transform lives and contribute to society by providing career-focused higher education opportunities that empower students to obtain successful employment, develop leadership skills, and serve their communities. The College culture is encapsulated in the C.A.R.E.S acronym that highlights the engrained mentality of all members of faculty, staff, and administration alike: courtesy, accountability, respect, excellence, and success.

Oklahoma Technical College, Tulsa

Accounting Specialist

J.P. Morgan

J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, Oklahoma

CEO’s Finance department is dedicated to achieve the organization’s mission through overseeing fiscal operations such as providing proper oversight of all expenditures and revenue collections and delivering timely and accurate financial reporting. The Finance department comprises several units: Accounting, Budget, Grants, Payroll, and Risk Management.

Center for Employment Opportunities

Finance

At H&amp;P, our people are our strength.Since 1920, Helmerich and Payne has been the industry’s most trusted partner in drilling productivity and reliability. As the world changes, so does our approach. We are changing the landscape of drilling by using cutting-edge rig technologies and drilling solutions to build upon a century of success, all while continuing to deliver better outcomes for our customers. At H&amp;P, our people are our strength. We strive to continually lead with our Core Values that enable employees to develop on their H&amp;P Journey. We believe that doing the right thing means creating a more diverse, equitable, and inclusive workplace that empowers our people to bring their authentic selves to work every day. Some companies offer career paths. We offer a Journey of a Lifetime. Let's go far, together. Hear directly from our employees, and leaders about their <a href="https://www.helmerichpayne.com/about/journey" target="_blank">unique journeys at Helmerich and Payne</a>. At a Glance:The primary responsibilities of the Senior Accountant position include, but are not limited to period, quarter, and year-end close process. The Senior Accountant will support our International Operations and may also be involved with more complex issues by utilizing enhanced analytical or accounting skills.Work Type: Remote Location: Tulsa, OK This position is expected to be filled in the greater Tulsa, Oklahoma area.What you will do: <ul> <li>Supporting the period, quarter, and year-end financial reporting process</li> <li>Preparing journal entries</li> <li>Preparing working trials for multiple companies</li> <li>Preparing reconciliations of accounts, actively investigating reconciling items to resolve timely</li> <li>Performing analytical assignments and preparing accounting reports</li> <li>Assisting with internal and external audits ensuring all schedules, requests and aspects of the audits are addressed in a timely and appropriate manner</li> <li>Maintaining records for accounting transactions</li> <li>Contributing to the company’s efforts to comply with the requirements of Sarbanes Oxley while ensuring compliance and adherence with controls for internal policies and external regulations</li> <li>Participating in the identification and implementation of improvements to accounting processes</li> <li>Various ad-hoc projects as assigned by supervisor or manager</li> </ul>What you need:<ul> <li>Bachelor's or higher degree in Accounting</li> <li>3-4 years of Accounting experience</li> <li>CPA or CPA track</li> <li>Strong analytical and problem solving skills with attention to detail</li> <li>Familiarity with financial accounting statements</li> <li>Thorough knowledge of basic accounting procedures</li> <li>Ensure compliance with GAAP principles</li> <li>Experience with general ledger function and the monthly/yearly closing process</li> <li>Aptitude for numbers and quantitative skills</li> <li>Advanced MS Excel skills including pivot tables and Vlookups</li> <li>Excellent interpersonal and professional skills</li> <li>Self-motivated</li> <li>Excellent organizational skills in order to manage multiple tasks</li> <li>Working knowledge of ERP systems like Oracle</li> <li>Experience working with or within a public company with SEC reporting and SOX control requirements </li> </ul>Not a must, but a plus<ul> <li>Public accounting experience (Big Four a plus)</li> <li>Spanish proficiency a plus</li> <li>Experience with Alteryx or Microsoft Power Suite</li> <li>Experience in the oil field service industry</li> </ul> What we offer: At H&amp;P, our commitment to our people is at the forefront, and that includes benefits that provide employees a sense of health and financial security. We know that life continues outside of employment and actively caring of our people is our priority. <ul> <li>Comprehensive medical, dental, vision, and life insurance </li> <li>Flexible Spending or Health Savings Accounts</li> <li>401k match </li> <li>Paid Leave Plans</li> <li>Parental &amp; Adoption Benefits</li> <li>Disability Coverage</li> <li>Employee Assistance Program </li> <li>Educational Assistance </li> <li>Learning &amp; Development Opportunities </li> <li>Flex-scheduling available for qualifying positions to achieve work-life integration</li> </ul>H&amp;P is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. For more information on benefits and job opportunities, please visit <a href="https://www.helmerichpayne.com/about/careers#benefits" target="_blank">Careers | Helmerich &amp; Payne, Inc.</a>Thank you for your interest in joining our team!Thank you for your interest in joining our team!

Helmerich & Payne

Accountant, Senior

<h3 dir="ltr">About Us </h3> FreeWorld is a fully remote, tech-enabled, nonprofit organization in the US that helps individuals affected by the justice system obtain high-income careers to end the cycle of recidivism and generational poverty brought on by our country's mass incarceration problem. Each FreeWorld team member is incredibly passionate about what we do and cares deeply for our program participants (called Free Agents) and our team. All applicants should share our passion for the mission and truly believe that everyone deserves a real second chance! Serious applicants, please read our <a href="https://drive.google.com/file/d/1O2Qoz0Oz2E_uh3cz_hSM96TdivyWCI94/view?usp=drive_link" target="_blank">FreeWorld Culture FAQ</a> and <a href="https://drive.google.com/file/d/1psk8hS7uUQqZ5Y8JI0gYyYduIIJYo8kW/view?usp=drive_link" target="_blank">FreeWorld Core Values</a> before applying. <h3 dir="ltr"> Our Mission ‍ </h3> FreeWorld’s mission is to end generational poverty and recidivism through economic mobility. We do this by: <ul> <li>Placing returning citizens into high-wage careers at scale.</li> <li>Embracing technology and automation to expand our reach.</li> <li>Developing a self-sustaining revenue model to accelerate our growth. </li> <li>Investing in our team and maintaining a culture of honesty, vulnerability, and trust. </li> <li>Creating systemic change by leveraging our deep layers of graduate data in partnership with the Criminal Justice System to become the Gold Standard for re-entry.</li> </ul> <h3 dir="ltr">About the Role </h3> FreeWorld is at an inflection point as we launch our strategic plan to scale our organization toward our vision to provide every person leaving incarceration with training opportunities toward living wage careers, leading to dramatically reduced recidivism rates. Today, we are a fully remote organization with a $14M+ budget, 38 full-time employees and contractors, serving 5,000+ returning citizens by providing important wrap-around services like weekly cash stipends, Uber rides, and paying for trucking school tuition. Over the next three years we will scale to a $35M+ budget, with over 120 full-time employees, serving 30,000+ returning citizens nationally, which will require expert financial leadership as we navigate complex grant, compliance, and budgeting decisions. Reporting to the CEO, the Controller is directly responsible for day-to-day accounting operations, ensuring accuracy in financial reporting and compliance, and providing guidance on building a robust finance function within FreeWorld. The Controller interacts with other members of our team, senior leadership, external accounting firms, and auditors. The Controller will be expected to understand and contribute to important aspects of the organization’s business, including its financial modeling, relations with grantors, and customers to ensure effective program and budget support. You may be right for this role if: <ul> <li>You’re passionate about our mission</li> <li>You’re energized by the idea of joining a rapidly scaling organization and building the infrastructure needed to scale effectively</li> <li>You are a team player; you are willing to support the team whether that means “sweeping the floors” to rolling up your sleeves on a complex grants strategy</li> </ul> This is not the right role if: <ul> <li>You are uncomfortable working in a function of one for the foreseeable future</li> <li>You prefer small organizations with steady processes and consistent revenue &amp; expenses. We need someone who is experienced, and can guide us through our next several chapters. </li> <li>You are not interested in a remote work environment. </li> </ul> Core Responsibilities: <ol> <li>Oversee all financial operations, ensuring accuracy and timeliness in financial reporting, disbursements, and receivables, while maintaining financial integrity and compliance with tax provisions.</li> <li>Collaborate with external and internal teams to identify and bridge gaps, develop scalable financial solutions, and prepare and track budgets.</li> <li>Collaborate with Senior Leadership to provide guidance on building an internal finance team, providing strategic insights into financial performance, and fostering a values-driven, high-performing culture.</li> </ol> Additional responsibilities include, but are not limited to: Financial Reporting: <ul> <li>Coordinate and prepare internal and external financial statements including department expense reports, detailed PayPal transaction coding, and annual audited financial statements.</li> <li>Analyze financial results and provide leadership with an understanding of the organization’s financial performance and the financial implications of business decisions and strategies. </li> </ul> Accounting: <ul> <li>Plan, direct, and coordinate all accounting operational functions.</li> <li>Supervise external accounting firm and accurate accounting of the organization’s activities.</li> <li>Evaluate financial internal control systems and ensure adherence to such controls.</li> <li>Manage and oversee all disbursements, ensuring accurate and timely processing of invoices, accounts payable (AP), and employee expense reports. </li> </ul> Audit and Tax: <ul> <li>Manage the annual financial statement audit including coordinating activities of external auditors and the related communications with the audit team.</li> <li>Ensure financial statements are prepared in accordance with GAAP and deliver final materials to the CEO for the organization’s external audit.</li> <li>Stay updated with the latest GAAP accounting regulations, implement all new requirements as needed, and provide insight to management on the impact of new pronouncements on the organization’s financial statements.</li> <li>Coordinate and prepare information for annual tax returns including form 990 and various state returns in conjunction with third-party tax consultants. </li> </ul> Compliance <ul> <li>Contribute to resolution of various state tax issues.</li> <li>Assure compliance with income tax provisions, including the accurate and timely completion and filing of all tax returns, including 990, 990T, 5500s, and state filings. </li> </ul> Grants Management Support <ul> <li>Provide assistance to the fundraising team in understanding award letter stipulations and the impact on accounting records.</li> <li>Provide tracking of grants to ensure we are in compliance with restricted donation requirements</li> <li>Contribute recommendations for improved and efficient grant database processing.</li> <li>Manage accounts receivable (AR) activities to ensure accurate and timely recording and processing of all grants. </li> </ul> Qualifications: <ul> <li> You have a connection to our mission and values: Our values resonate with you and you hold a strong belief that everyone deserves a second chance. </li> <li> You have 8+ years of experience: You’ve worked in accounting/finance for nonprofits or philanthropic organizations. You have a CPA and an extensive understanding of GAAP, financial audits, and proper financial controls. </li> <li> You’re a cross-functional team player: You’re a clear, direct communicator who’s comfortable working with colleagues across a variety of teams and backgrounds. You have a cooperative attitude and willingness to learn and assist others. </li> <li> You’re tech-forward: You have a strong understanding of accounting software and the ability to assess and implement technology to automate and control accounting processes. </li> <li> You’re a problem-solving pro: When you find a problem, you fix it. You have strong analytical skills, good judgement, with a critical, innovative, mindset toward problem-solving and love trying new solutions to old problems. </li> <li> You’re a time-management master: You can juggle multiple goals, tasks, and timelines and keep them on track to meet deadlines. </li> <li>Preferred, but not required: </li> <li><ul> <li>You have a change management experience implementing new accounting software or systems</li> <li>You have experience transitioning from an outsourced accounting firm to in-house financial operations</li> <li>You have worked remotely in a rapidly scaling environment</li> </ul></li> </ul> <h3 dir="ltr">Hiring Process</h3> <ol> <li> Read our <a href="https://drive.google.com/file/d/1O2Qoz0Oz2E_uh3cz_hSM96TdivyWCI94/view?usp=drive_link" target="_blank">FreeWorld Culture FAQ</a> and our <a href="https://drive.google.com/file/d/1psk8hS7uUQqZ5Y8JI0gYyYduIIJYo8kW/view?usp=drive_link" target="_blank">FreeWorld Core Values</a>, and if you still think you are a fit… </li> <li>Submit an application and cover letter. If your qualifications are a match… </li> <li>We have a short introductory call. If we love each other, then…</li> <li>You complete a brief task/project related to the role (such as submitting a work sample). </li> <li>You meet 1:1 with a member of management for one hour to discuss your previous experiences and career goals.</li> <li>You meet with four additional team members for a 45-minute (each) focused interview. </li> <li> Last but not least, we talk to a few of the folks you worked with, and if all goes well, we agree on terms. ‍ </li> </ol> <h3 dir="ltr">Compensation and Benefits</h3> This is a full-time position. Compensation is based on experience, but we are targeting $120,000 - $160,000. FreeWorld is dedicated to caring for our team. For an up-to-date list of employee benefits, view our <a href="https://drive.google.com/file/d/17hcG72s3iA9DxEytt96n4KorpSxAkc4f/view?usp=drive_link" target="_blank">2024 FreeWorld Benefits</a>. A few key benefits are listed below: <ul> <li>Remote work flexibility</li> <li>Team-centric culture of honesty, vulnerability, &amp; trust!</li> <li>Awesome Health &amp; Disability Insurance (medical, dental, vision, mental health)</li> <li>Financial Health: 401k &amp; High-Yield Savings Account </li> <li>Employee Development (Quarterly Wellness Stipend, Paid Professional Development, and more) </li> <li>Incredible Work-Life Balance! (Unlimited PTO, 14+ paid holidays) </li> <li>12-16 weeks of paid parental leave</li> <li>Creating tremendous impact at scale</li> </ul>

FreeWorld

Controller

Overview This is a remote role that may only be hired in the following locations: AZ, NC, SC, MA, GA, TX <ul> <li>Responsible for all phases of development including evaluation of system requirements, design, writing code, unit testing, peer reviews, job scheduling, creating change controls and building releases for production deployment. </li> <li>Leads technical efforts in the development, implementation, and maintenance of complex systems.</li> <li>Supports productions systems by resolving complicated issues and ensuring ongoing functionality.</li> <li>Serves as a technical expert and acts in a leadership role for less experienced associates in the work group.</li> </ul> Responsibilities <ul> <li>System Enhancements – Design and development to improve Wealth Management systems, processes, and applications. Utilizes SSIS, SQL, and .NET C# expertise to design and construct packages/jobs modifications that fit within existing system architecture and execute unit testing methods/ plans. </li> <li>Leads major projects, delegates tasks, and ensures quality results.</li> <li>Business Support - Provides technical support to production systems by addressing complex issues, anticipating maintenance requirements, and ensuring functionality for end user needs. Develops technical solutions to unique system problems. </li> <li>Technical Expertise - Utilizes expertise to mentor and train associates within the work group. Participates in special projects and meetings as needed to convey critical technical insight. Serves as a technical resource for management, associates, and business units.</li> <li>Analysis - Collects data related to user requests and determines scope, time estimates, and system impacts. Inspects business specifications, programming specifications, coding, test plans, documentation, and implementation plans for accuracy.</li> <li>Assists with writing standards and designing training materials. </li> <li>Required to be in on call rotation to address production issues escalated by level 1 support.</li> </ul> Qualifications Bachelor's Degree and 6 years of experience in Software application development and maintenance OR High School Diploma or GED and 10 years of experience in Software application development and maintenance Preferred Education: Bachelor’s degree Preferred Area of Study: Computer Science <ul> <li>Experience: MS.NET; ASP.NET; SSIS development; SQL Scripting</li> <li>Preferred Area of Experience: Azure; CI/CD; Control M</li> <li>Experience working in a large financial institution, Brokerage or Wealth Management is preferred.</li> <li>Skill(s): Advanced experience with Microsoft Team Foundation Server (TFS) or similar code repository system, Advanced experience with ServiceNow or other information technology service ticketing systems, Proven ability to resolve conflicting situations, in order to move process and people forward, in depth knowledge and experience with System Life Cycle Development methodologies such as Waterfall and Agile, Experience with programming languages such as Microsoft .NET (C#); ASP.NET; SSIS; SQL Scripting and Powershell Scripting</li> </ul> #LI-XG1 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>.

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