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WeStreet Credit Union

Executive Assistant

<h3>About Us</h3> Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history. We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures. Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own. We serve a diverse ecosystem that includes: <ul> <li>Multifamily apartment management with 20,000+ apartments</li> <li>Hotel and office buildings </li> <li>Tech ventures</li> <li>Insurance companies</li> </ul> Our businesses, with over 500 employees, are primarily throughout Texas and Florida, but we aim to expand globally with our products and services, impacting people in all countries. <h3>Mindset</h3> <ul> <li>Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.</li> <li>Ecosystem Alignment: Execute in a spirit partnership across all components of the Rex ecosystem, including multifamily and other real estate assets and also tech companies.</li> <li>Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.</li> </ul> <h3>The Opportunity</h3> We are seeking a top 5% performer, an elite, missionary-minded leader, to join us as Director of Capital Formation. This initiative will be focused on private equity real estate investments, with a priority currently on multifamily property acquisitions. With a track record of executing large-scale transactions, we are expanding aggressively and seeking an exceptional Director of Capital Formation to lead direct LP fundraising efforts. In the last real estate cycle, our leadership acquired 17,000+ multifamily units, successfully exiting 85% by mid-2022. Now, we are returning to the market with a strategy to scale even larger, leveraging deep operational expertise and a strong investment thesis. We acquire large multifamily assets, requiring $10M–$30M in direct LP equity per transaction. This role is responsible for securing non-controlling LP capital for multiple transactions, with deals currently being pursued and plans to buy billions more as soon as possible, when accretive. We likely will structure the deals using agency debt, preferred equity, and passive LP equity. <h3>The Role</h3> The Director of Capital Formation will spearhead the firm’s direct LP capital-raising efforts, targeting family offices, UHNW individuals, and private wealth platforms seeking passive, non-controlling equity positions in real estate investments. This role does not involve raising JV LP capital from private equity groups, institutional investors, or RIAs. Instead, it is designed for a strategic, high-caliber professional with a proven ability to cultivate deep investor relationships, structure compelling investment opportunities, and secure capital commitments from high-net-worth individuals, family offices, and other investors deploying their own funds. The ideal candidate is an exceptional capital raiser with a well-established network of direct LP investors, a track record of securing $10M–$30M per transaction, and the ability to scale capital formation efficiently and at pace. <h3>Key Responsibilities</h3> Capital Raising &amp; Investor Development <ul> <li>Raising non-control LP capital to acquire billions in asset value, securing $10M–$30M per transaction from family offices, UHNWIs, and private wealth investors.</li> <li>Build and manage a pipeline of repeat direct LP investors to deploy capital across multiple acquisitions.</li> <li>Develop and execute targeted investor roadshows, private capital introductions, and one-on-one engagements.</li> </ul> Strategic Fundraising Execution <ul> <li>Lead and drive structured capital campaigns, from initial outreach through signed commitments.</li> <li>Develop and refine investment positioning, ensuring clear, data-driven messaging to LPs.</li> <li>Align fundraising efforts with broader firm strategy, working directly with senior leadership on capital market initiatives.</li> </ul> Market Positioning &amp; Thought Leadership <ul> <li>Expand the firm’s brand among high-caliber private investors through strategic networking and investor-facing events.</li> <li>Represent the firm at industry conferences, investor summits, and private capital introductions.</li> <li>Track and analyze market sentiment, investor demand, and capital allocation trends to optimize fundraising strategies.</li> </ul> <h4> </h4> <h3>Ideal Candidate Profile</h3> <ul> <li>Proven Capital Raiser: Demonstrated success in securing $10M+ per deal from direct LP investors in private equity real estate.</li> <li>Deep Investor Network: Established, trusted relationships with family offices, UHNW individuals, and private wealth platforms.</li> <li>Institutional-Grade Execution: Ability to engage sophisticated investors with precision, credibility, and clarity.</li> <li>Results-Driven Closer: Not just an introducer—an executor who converts investor interest into capital commitments.</li> <li>Strategic Communicator: Able to articulate complex investment strategies with clarity and conviction to high-level investors.</li> </ul> <h4> </h4> <h4>Qualifications</h4> <ul> <li>Minimum 5+ years of experience in real estate private equity, capital markets, or investment sales, with a focus on direct LP fundraising.</li> <li>Track record of sourcing and securing non-controlling LP capital for real estate transactions.</li> <li>Established network of family offices, UHNWIs, and private wealth investors with active real estate allocations.</li> <li>Strong understanding of multifamily acquisitions, structured finance, and private equity capital structures.</li> <li>Highly analytical, persuasive, and results-driven.</li> </ul> Rex Ecosystem-Wide Mission: Catalyze Human Flourishing. Seeking to empower customers through our products/services and to elevate/further humanity in all our business dealings. Rex Values / Rex Culture <ul> <li>Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing/innovating on their behalf. </li> <li>Product/Service Passion. Our business thrives or dies by products/services. </li> <li>Ludicrous speed. Our default pace is extremely fast. Time is precious, life is short; and moving fast is more fun and effective.</li> <li>FAWOMO. We will find a way, or make one. </li> <li>Loves going to war: prefers wartime to peacetime, always hungry to move forward, do more, and push growth.</li> <li>Cojones. Overcomes fear, uncertainty, pushing self and team.</li> <li>Fun. We should only do work, over the long run, that’s fun; and work with fun people. Jokes and humor welcomed; PC stuff and uptight behavior prohibited. </li> <li>Never-lose-money approach. Protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful; never risking what others have and need for what they don’t have and don’t need.</li> <li>Other-centered. Idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.</li> <li>Creative cost cutting constantly. There's always a smarter way, always room to cut, always ways to do more with less – a cost advantage is a competitive edge.</li> <li>Fewer, more capable. Bias to as lean of a team as possible, with the highest competency – reducing communication and coordination, creating more effectiveness.</li> <li>Other attributes valued. Pointblank forthrightness in conversation with teammates, brutally facing problems; velvet glove with iron fist in human dealings; shrewd as a serpent innocent as a dove; hardcore work hustle; invictus mentality; swagger with humility; quiet professionalism; thrifty and not materialistic; loves who they work with, loves what they do, and loves who we serve.</li> </ul> <h3>Compensation &amp; Benefits</h3> <ul> <li>Base Salary: $150,000 - $350,000 annually.</li> <li>Performance Bonus: 1%-2% on capital raised.</li> <li>Equity Incentive: Opportunity for equity participation in deals, aligning personal success with long-term organizational growth, e.g. 5%-10% of the GP promote tied to capital raised. </li> <li>Fully Remote with expense budget and travel benefits.</li> <li> Benefits:<ul> <li>Comprehensive health, dental, and vision insurance.</li> <li>401(k) with company matching.</li> </ul> </li> <li>Direct impact on firm growth &amp; investment platform expansion.</li> <li>Unparalleled opportunity to build a private investor ecosystem, with long-term relationship-building at the highest levels of private wealth.</li> </ul>

Head of Capital Formation & Private Equity Operations

Counseling & Recovery Services of Oklahoma

Office Specialist

American Airlines

Supervisor, Aircraft Base Maintenance

Liberty Mutual Strategic Ventures

Project Manager I

Interested in working with one of the market's leading manufacturers? Greenheck Group is a leading growth-focused, environmentally conscious, commercial HVAC manufacturer. Join our team which proudly designs and manufactures the most comprehensive line of ventilation products in the industry. The Greenheck Group is a dynamic multi- branded international organization. Our equipment is used worldwide in commercial, institutional, and industrial facilities, ranging from comfort ventilation to manufacturing processes. Our efficient products improve comfort, safety, and health of lives across the planet. Since 1947, we are deeply committed to helping you “Build Your Future,” through professional growth, challenging leadership roles, and exciting opportunities around the world. Your opportunityThe Production Supervisor directly supervises manufacturing operations. Support corporate net sales objectives by striving to continually meet or exceed production plans, schedule attainment metrics, productivity goals, and other key performance indicators while maintaining superior product quality, a safe work environment, and employee relations.What you’ll be doing<ul> <li>Direct supervision of hourly production team members.</li> <li>Set performance expectations, ensure team has the equipment and training to complete their tasks, monitor work performance results and issue corrective actions as necessary.</li> <li>Execute the daily production plan for the respective area of responsibility.</li> <li>Monitor daily variance to plan, recommend capacity adjustments (overtime, flex labor, etc.) to execute schedule.</li> <li>Promote collaborative effort, team member engagement, autonomy, partnership decision making that aligns with our employer of choice initiatives.</li> <li>Deliver daily, weekly, and monthly communications to team members.</li> <li>Collaborate with engineering on troubleshooting shop floor challenges, special design requested orders and provide new product support as needed.</li> <li>Conduct interviews and help ensure successful onboarding and training plans.</li> <li>Achieve productivity goals and make necessary staffing adjustments to maximize efficiency.</li> <li>Coordinate activities among various internal departments that can affect the production process (i.e. scheduling, engineering, production management, shipping, inventory control, sales and purchasing).</li> <li>Maintain work areas to meet or exceed company 5S and safety standards.</li> <li>Lead continuous improvement activities that enhance our key performance indicators, improve safety culture and/or advance our team member relations. Participate and assist in activities relating to the 5S and Safety Teams when necessary.</li> <li>Coordinate with maintenance personnel on the upkeep and repair of tools and machinery to maximize operating capacity and longevity.</li> <li>Work with Material Specialist to ensure inventory is properly managed and kept accurate. Provide guidance and support in determining stocking requirements, cycle counting activities and timely receipt of manufactured and purchased part inventory.</li> <li>Develop cross-training plans and encourage continued development of our team members.</li> <li>Perform monthly safety training for the area of responsibility, ensure team members follow necessary safety guidelines, and maintain necessary safety records.</li> <li>Utilize ERP, attendance, and other Greenheck systems to support labor and manufacturing processes.</li> <li>Prepare and conduct performance reviews as necessary.</li> <li>Maintain good working knowledge of current labor agreement (where applicable) and any applicable government regulations.</li> </ul>What you should have<ul> <li>4-6 years of relevant work experience required.</li> <li>1-2 years of relevant leadership experience required.</li> <li>2 Year / Associate Degree in engineering or equivalent years of job experience required.</li> <li>4 Year / bachelor’s degree preferred.</li> <li>Excel experience in pivot tables and VLOOKUP preferred.</li> <li>SAP experience preferred.</li> </ul>COMPENSATION &amp; BENEFITSGreenheck Group takes pride in providing competitive pay along with a comprehensive benefits package as part of our total rewards program. The starting base pay range for this position is $73,000-$99,000 and may vary based on factors such as job-related knowledge, skills, experience, and performance.With best-in-class benefits, you can be the best you, and together, we can be the best in the industry. Visit our <a href="https://greenheckgroup.com/perks/" target="_blank">Perks &amp; Benefits page</a> for more information on these offerings:<ul> <li>Health &amp; Family Support</li> <li>Financial Security</li> <li>Learning &amp; Development</li> <li>Rewards &amp; Recognition</li> <li>Wellbeing &amp; Mental Health</li> <li>Work-Life Balance</li> <li>Fun Perks</li> </ul>SPECIAL NOTATIONThe preceding statements are intended to describe the general nature and level of work being performed by people in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills. The Employer retains the right to change or assign other duties to this position.PHYSICAL REQUIREMENTSWork is performed in an office environment and requires the ability to operate standard office equipment, such as a computer and phone. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial motions of the wrists, hands, and/or fingers. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading. There is an occasional need for walking short distances. EEO STATEMENTWe are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender identity, genetic information, age, national origin, disability, veteran status, sexual orientation, marital status, military status, or any other characteristic protected by local, state, or federal law.If you're looking for a place to grow while working with happy, enthusiastic, values-based people, you'll enjoy your career with us!

Greenheck

Production Supervisor I/II

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better health by driving store execution and performance while building consumer loyalty to CVS/pharmacy through a focus on excellent customer service. Under the supervision of the Store Manager, the Operations Manager will maintain an engaged, productive store team through strong leadership, demonstrating initiative and leading by example.The Operations Manager is responsible for supporting the Store Manager in the total leadership and strategic operation of a CVS/pharmacy store including:<ul> <li>Overall store management, supervision, and policy implementation</li> <li>Sales and inventory management</li> <li>Employee staffing, training, and development</li> <li>Financial management</li> <li>Customer service leadership</li> </ul>Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible for direct promotion to Store Manager. Candidates with a short-term goal of becoming a CVS Store Manager should instead apply for Store Manager in Training openings.Essential Functions:1. ManagementLead others and work effectively with store crewsSupervise, assign and direct activities of the store’s crewEffectively communicate information to store crew and supervisors in an open and timely mannerSupport Store Manager with actions plans for operational and service improvement2. Customer ServiceAssist customers with their questions, problems and complaintsPromote CVS customer service culture (greet, offer help, and thank) Required Qualifications<ul> <li>Deductive reasoning ability, advanced analytical skills and computer skills.</li> <li>Advanced communication skills, leadership, supervision, and influencing skill</li> <li>Ability to work a full-time flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise</li> </ul> Preferred Qualifications<ul><li>Experience as a retail manager or supervisor</li></ul> EducationHigh School diploma or equivalent preferred but not required.Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$17.00 - $28.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 08/01/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Operations Manager

<h2>Job Details</h2> Job Location Remote - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Travel Percentage None Job Shift Day Job Category Banking <h2>Description</h2> Vast Bank is looking to hire a Project Management Professional! About Vast Bank Since February of 1982, we've been a financial institution that has served customers in Northeast Oklahoma and beyond. Our deep roots in the community and commitment to personal service have enabled us to grow alongside our customers, creating conveniences and solutions to fit unique problems and lifestyles. For over 40 years, we've built a legacy on personal service, flexibility, strength, and integrity. Now, with bold leadership and a renewed commitment to customer-centricity, we're aiming higher for the next 40 years. New ideas, strong partnerships, and modern technology will accompany a winning culture to deliver more control and a surprisingly easy banking experience. We're a company that believes in taking care of the people who make working here possible. In addition to competitive compensation, we offer a leading employee benefit package: <ul> <li>Comprehensive benefits package &amp; 401(k) match</li> <li>Professional development-opportunities for advancement! </li> <li>Tuition assistance</li> <li>Transit reimbursement</li> <li>Paid time off</li> <li>&amp; more! </li> </ul> <h2>Qualifications</h2> Summary Of Role The primary responsibility of the Project Management Professional is to plan and oversee projects within the Enterprise of varied size and complexity to ensure targeted business results are achieved. The Project Management Professional is expected to have applied experience in Project Management and IT processes and procedures, software applications, data management, infrastructure, and information security. This position requires a high degree of coordination between business leaders, end users, and various teams within the organization, vendors, and partners. Major Duties and Responsibilities <ul> <li> Identify dependencies within project portfolio and incorporate into project plans and budgets for efficient and cost-effective delivery. </li> <li> Develop an understanding of interconnections between business objectives and assigned projects and programs. </li> <li> Ensure planning of projects include all applicable stakeholders across technical and business functional teams. </li> <li> Ensure planning of projects includes holistic solutions consisting of technology, business process, and organization alignment. </li> <li> Use results of prioritization process to construct executable plans consisting of appropriate timelines and resource allocations. </li> <li> Define project scope, objectives, and success criteria. </li> <li> Coordinate across internal and external teams to define components required for solutions delivery. </li> <li> Work with business area leadership to help ensure the solicitation of requirements across multiple business groups is aligned and supports end-to-end solution designs and holistic value for Vast bank. </li> <li> Lead project deliveries from initiation through deployment. </li> <li> Manage, track, and report on project status at all levels of the associated organizations. </li> <li> Identify risks and issues and escalate when appropriate </li> <li> Track and report on project costs against budget and 3rd-party contracts </li> <li> Ensure solutions meet intended business needs and deliver value to the organization </li> <li> Identify and recommend opportunities for improving efficiency, effectiveness, and capabilities of functional programs and processes </li> <li> Assist in managing relationships with business partners and vendors </li> <li> Determine key learnings and improvement opportunities to be incorporated into future projects </li> <li> Improve the project management process and program to increase efficiency and communication while remaining aligned with appropriate regulations and policies. </li> <li> Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. </li> </ul> Knowledge &amp; Skills Experience Minimum of five (5+) years of experience project/portfolio management; minimum of five (5+) years of experience with IT processes; preferred (3+) years of experience in banking or finance industry. Familiar with SOX, SOC2, and privacy governance and compliance processes. Education/Certifications/Licenses Bachelor’s Degree in Management Information Systems, Computer Science, Business Administration, Finance, Accounting, Engineering, or related field. Project Management certification (PMP); preferred not required. Knowledge of IT frameworks such as COBIT, ITIL, etc. Knowledge of agile principles and experience adapting processes to the agile principles. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Role Important Behavioral Skills <ul> <li> Strong communication skills to develop good working relationships and to promote cooperation and compromise among various departments. </li> <li> Display the ability to research and comprehend a high level of knowledge in current and developing regulations. </li> <li> Ability to develop and maintain effective working relationship at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior. </li> <li> Ability to quickly adapt to changing environments, processes, and technologies. Technological ability and willingness to work remotely from home as required. </li> <li> Strong organizational skills. </li> <li> Ability to maintain composure under pressure or adverse circumstances, using effective strategies for managing personal stress. </li> <li> Ability to maintain personal and work direction when faced with ambiguity. </li> </ul> ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters. EEO Statement It is the policy of Vast Bank to afford equal opportunity in all phases of employment without regard to an individual’s race, color, creed, religion, gender, national origin, age, disability, marital status, ancestry, sexual orientation, unfavorable military discharge for qualified individuals with disabilities, and for qualified disabled veterans and veterans of the Vietnam era, to the extent required by applicable local, state and federal law.

Vast Bank

Project Management Professional

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a PRN, Project Coordinator in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Hillcrest HealthCare System (HHS) is comprised of three hospitals in Tulsa and five regional hospitals, including Hillcrest Medical Center, Hillcrest Hospital South, Tulsa Spine &amp; Specialty Hospital, Hillcrest Hospital Claremore, Hillcrest Hospital Cushing, Hillcrest Hospital Henryetta, Hillcrest Hospital Pryor, Bailey Medical Center of Owasso. Hillcrest also provides comprehensive primary and specialty care services through Utica Park Clinic and Oklahoma Heart Institute.</li></ul> Responsibilities The Project Coordinator is responsible for overseeing a variety of projects ensuring they are completed on time within budget and scope. These projects include (but are not limited to) repairs &amp; maintenance, remodels, build outs, opening/closing locations, and the on boarding of new providers. The Project Coordinator also assists with standardizing equipment, furniture and building finishes. Qualifications Job Requirements: <ul><li>High School/GED </li></ul>

Utica Park Clinic

Project Coordinator

<h3>About the Role</h3> At Lattice, we believe that business success and people success go hand in hand, and our Finance team plays a key role in making that vision a reality. Finance partners actively with leaders across the company, providing the insights and financial stewardship that fuel smart, scalable growth. As Lattice continues to innovate and expand in the HR Technology space, Finance is deeply embedded in strategic decision-making, ensuring we invest thoughtfully, operate responsibly, and move quickly on the opportunities that will define our future. Reporting directly to the CFO, this role will lead FP&amp;A and Revenue Operations, owning our planning, forecasting, and go-to-market performance strategy as Lattice continues to scale. You’ll build trusted partnerships &amp; drive alignment across our entire business, mentor and grow a high-performing team, and ensure our financial and operational decisions are rooted in insight, accountability, and a bias for action. <h3>What You Will Do</h3> <ul> <li>Partner with our senior leadership team to facilitate fiscally responsible, growth-oriented decision-making</li> <li>Lead budgeting and reporting processes, including developing financial targets, refining key metrics, creating multi-year financial projections, and aligning financial and operational objectives</li> <li>Oversee financial forecasting models to accurately predict operating results and coordinate forecasting processes across the company.</li> <li>Own and oversee the Revenue Operations function, ensuring accurate forecasting, efficient pipeline management, effective territory and quota planning, and operational excellence across GTM teams</li> <li>Drive alignment between Revenue Operations and Finance to ensure accurate forecasting, pipeline visibility, and strategic resource allocation</li> <li>Facilitate monthly and quarterly business and financial reviews with senior leadership and the board of directors, maintain reporting dashboards on goals to create visibility and transparency into company performance</li> <li>Lead all P&amp;L and cash flow forecasts and actively advise the senior leadership team with an opinion on where best to manage resources and proactively direct investments behind important emerging trends</li> <li>Drive accountability for Revenue Operations outcomes by setting performance standards, optimizing existing processes and systems, and partnering closely with Sales, Customer Success, and Marketing leadership to accelerate growth</li> <li>Proactively define and create ad-hoc analyses and models that provide insights into areas of risk and opportunity that influence business strategies</li> <li>Provide guidance to key managers to help drive analytical thinking that goes beyond the numbers and into strategy</li> <li>Support the financial close process and analyze variances to deliver accurate results and timely reporting</li> <li>Lead the continued development of detailed financial models to educate external stakeholders and establish expectations</li> <li>Support financing and related activities with analyses for valuation, M&amp;A, due diligence, and capital allocation</li> </ul> <h3>What You Will Bring to the Table</h3> <ul> <li>15+ years of directly relevant experience in progressive Financial Planning and Analysis</li> <li>8+ years of people management experience, with a focus on coaching and mentoring</li> <li>Experience implementing and managing Financial Planning systems such as Adaptive Insights, Anaplan, or similar</li> <ul> <li>Experience preferred but not required with evaluating &amp; implementing AI-driven solutions to enhance FP&amp;A capabilities, improve forecasting accuracy, automate workflows, and drive deeper business insights</li> </ul> <li>Bachelor’s degree in Finance, Accounting, Economics, or similar field required; MBA preferred, but not required</li> <li>Experience leading, mentoring, or coaching Revenue Operations is preferred, but not required</li> <li>A collaborative, partnership-first mindset, with a proven track record of influencing cross-functional teams and contributing to strategic decision-making</li> <li>Exceptional communication skills, with the ability to translate complex financial concepts into clear, actionable insights for a variety of stakeholders, including senior leadership and non-financial teams</li> </ul> The estimated annual cash salary for this role is $272,000 - $362,000. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&amp;D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter &amp; Parking Accounts; Lunches in the Office; Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning &amp; Development Budget; Sabbatical Program; and Invest in Your People Fund *Note on Pay Transparency: Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience. Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law. #LI-remote <h2>About Lattice</h2> Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation. By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with<a href="https://lattice.com/privacy/job-applicant-privacy-policy" target="_blank">Lattice's Job Applicant Privacy Policy</a>.

Lattice

VP, Finance & Revenue Operations

296 Operations Jobs