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A leading AI organization is seeking a Director of Finance for a flexible remote role. The position involves enhancing AI Assistant understanding of finance through review, feedback, and innovative scenarios. Candidates should have expert-level financial reasoning, advanced degrees like an MBA or PhD, and a detail-oriented approach to financial modeling and analysis. This role allows you to choose projects and set your schedule, with compensation starting at $50-$60 per hour.
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**facilitate the application for job offers with LinkedIn**. If you wish to obtain more detailed information, please consult our .BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.# **About the job:****Summary of Responsibilities**:In this role, the Director will focus on covering global and regional American banks, as well as US branches and subsidiaries of international banks (as part of the Global Banks Sales team). The Director, Global Banks Sales (GBS), will be part of GTB Institutional Sales (GTBIS), which sits within Global Transaction Banking (GTB USA) under BBVA’s Corporate & Investment Banking (CIB) platform in the United States.The Director will lead and coordinate transactional banking relationships with these institutions globally across BBVA’s footprint, acting as the primary commercial point of contact for Cash Management, Liquidity Management, Working Capital, Trade Finance, Structured Trade Finance, and Correspondent Banking solutions.This role combines global relationship ownership with product orchestration responsibilities, requiring the ability to align multiple stakeholders across BBVA’s international network.As a senior member of the GTB Institutional Sales team, this individual will contribute to the continued development of the Global Banks Sales franchise, support complex cross-border mandates, and help strengthen BBVA’s positioning as a core transactional banking partner for global and regional banks.**List Major/Essential Job Duties:*** Develop and manage senior-level relationships with Global and Regional American Banks and US branches of international banks.* Act as the global coordinator of the transactional banking relationship across BBVA’s footprint, ensuring strategic alignment, pricing consistency, and coordinated client coverage.* Originate, structure and execute multi-product transactional mandates across Cash Management, Liquidity Management, Working Capital, Trade Finance, Structured Trade Finance and Correspondent Banking solutions.* Own the global client strategy and revenue plan for the assigned banking portfolio, driving wallet share expansion and sustainable revenue growth.* Identify cross-border liquidity, clearing and trade opportunities leveraging BBVA’s international network and product capabilities.* Maintain full commercial accountability for revenues, profitability metrics and return hurdles associated with the assigned portfolio.* Partner with Risk and Compliance to ensure correspondent banking and institutional activities remain aligned with regulatory requirements and internal risk appetite.* Maintain disciplined pipeline management, forecasting accuracy and structured client planning processes.* Coordinate with Legal, Operations and onboarding teams to ensure efficient implementation of complex multi-entity banking structures.* Lead preparation of client pitches, indicative proposals, RFP responses, and internal deal memoranda; conduct transaction-level profitability analysis.* Contribute to strategic planning initiatives for the Financial Institutions segment within GTB USA.**Level of Complexity and Risk Involved:*** The role involves significant complexity due to the cross-border and multi-jurisdictional nature of global and regional banking institutions. The GBS Director must understand balance sheet management, liquidity regulations, capital constraints, correspondent banking risk frameworks and interbank funding models across different regulatory environment.* The position operates within a highly regulated environment and requires strong awareness of BSA/AML, KYC and correspondent banking due diligence standards. The individual acts as part of the first line of defense, balancing commercial objectives with operational, regulatory and reputational risk considerations.**Skills, Knowledge, Abilities/Competencies**:* Minimum 7 years’ experience within Corporate & Investment Banking, with substantial exposure to Banks coverage.* Bachelor’s degree required; MBA or advanced degree preferred.* Fluency in English required; Spanish preferred.* Proven ability to engage senior stakeholders and drive outcomes in complex client environments.* Strong expertise in Cash Management, Liquidity Management, Working Capital, Trade Finance, Structured Trade Finance and Correspondent Banking.* Proven ability to coordinate global client coverage across multiple jurisdictions in a matrix organization.* Demonstrated track record of originating and executing multi-product transactional mandates.* Proven ability to build credibility and maintain strong relationships with senior stakeholders.* Ability to structure complex cross-border trade, liquidity and clearing solutions.* Strong analytical skills with proven ability to deliver complex solutions to clients.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $220,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.\*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these position# # **Legal requirements**It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.**Pay Transparency Policy Statement**The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).**Individuals with Disabilities**BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: ** ** or by calling toll-free (in the U.S.) . Please indicate the specific type of assistance needed\*.\*The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not
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A tech company focused on AI is seeking a Director of Credit Risk to help train AI models tailored for finance professionals. This remote position allows for part-time or full-time engagement, depending on your availability. Candidates should possess expertise in financial reasoning, preferably with an advanced degree. Responsibilities include reviewing AI responses about finance, evaluating AI performance, and providing structured feedback. Competitive hourly pay starts at $50-$60, along with additional bonuses for quality work.
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Overview

Level: Investment Banking Associate / Vice President

Industry: Building Products / Infrastructure

Oaklands Global is proud to partner with a highly regarded boutique investment bank that is actively expanding its Dallas office. We are seeking ambitious and driven Sr. Associates or VPs with a strong background covering Industrials including building products and Infra, and a proven track record of executing transactions.

This is an exciting opportunity to join a dynamic and growing platform where you’ll take on meaningful responsibility, work directly with senior bankers and clients, and gain exposure across a diverse set of debt financing solutions.

Key Responsibilities

• Assist senior bankers in sourcing potential acquisition targets and draft LOIs with target companies.
• Performing extensive valuation, due-diligence, and pricing analyses as well as financial modelling.
• Frequent meetings with prospective targets, clients, senior bankers, and other transaction advisors.
• Coordination of transaction processes, including capital raises and advisory transactions.
• Preparation of proposals, transaction marketing.
• Organize and participate in marketing and client meetings.

Qualifications

• A minimum of 2-6 years of experience in investment banking M&A.
• Experience in financial modelling across DCFs, LBOs, valuations, etc.
• Advanced proficiency in Excel, Microsoft Office, Word, & PowerPoint.
• Strong communication skills and able to work with tight deadlines.
• Proven ability to work well both independently and as part of a team.
• Four-year degree with a record of strong academic achievement.

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Bayview Asset Management, LLC is in search of a senior professional to join its Financial Institutions Group in New York. This role will involve leading and expanding strategic relationships with banks and other financial institutions while driving origination and revenue generation. Candidates should have over 10 years of experience in financial services with a strong understanding of mortgage and credit products. The position offers a flexible location, expected base compensation of $150,000-$250,000, and potential incentive bonus compensation.
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Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Global Renewable Energy Credit Team

Embedded across the bank’s eight lines of business, the Global Renewable Energy Credit team supports the growth of renewable, sustainable, and infrastructure finance initiatives that advance the transition to a low‑carbon economy. The Global Renewable Energy Credit Portfolio Management group oversees tax equity and debt project finance transactions, partnering closely with origination, underwriting, and risk teams across the enterprise.

The Credit Officer will support the ongoing portfolio management of renewable energy and infrastructure project finance transactions, including tax equity and debt structures. This role is responsible for monitoring credit performance, ensuring compliance with transaction terms, and supporting risk management activities across an assigned portfolio. The position offers meaningful exposure to complex financings, senior stakeholders, and a growing global platform.

Responsibilities

• Manages ongoing credit oversight for an assigned portfolio of renewable energy and infrastructure project finance transactions
• Evaluates and processes consent requests and document deliverables to support compliance with transaction terms and internal credit policy
• Reviews periodic project financial and operating performance, including forecasts, variance analysis, and model outputs
• Approves or recommends funding advances, construction draws, and collateral eligibility in accordance with transaction requirements
• Monitors the credit profile of key counterparties and identifies emerging risks, escalating issues as appropriate
• Prepares status reviews, risk rating support, and troubled asset or watchlist reporting for senior credit and risk stakeholders
• Partners with internal and external stakeholders to address portfolio inquiries and support amendments, waivers, and restructurings

Required Qualifications

• 4+ years of experience in commercial banking, project finance, or related finance roles with exposure to credit, tax equity, renewable energy, or infrastructure financings
• Demonstrates ability to analyze project financial statements, operating performance, and cash flow projections using financial models
• Demonstrates knowledge of transaction documentation concepts, including covenants, consent processes, and funding or collateral mechanics
• Demonstrates ability to prioritize multiple complex deliverables and meet deadlines with attention to detail
• Demonstrates strong written and verbal communication skills for internal reporting and client interactions
• Demonstrates ability to collaborate across underwriting, risk, legal, engineering, and operations partners
• Demonstrates sound judgment and ability to elevate issues within established policies and guidelines

Desired Qualifications

• Bachelor’s degree in Finance, Accounting, Engineering, Mathematics, or a related discipline
• Master’s degree
• Experience supporting tax equity and/or debt project finance portfolios, including draws, collateral eligibility, and counterparty monitoring
• Experience preparing risk rating materials, portfolio scorecards, or problem credit reporting

Skills

• Analytical Thinking
• Credit and Risk Assessment
• Financial Analysis
• Research Analysis
• Underwriting
• Attention to Detail
• Business Acumen
• Financial Forecasting and Modeling
• Loan Structuring
• Written Communications
• Business Development
• Collaboration
• Critical Thinking
• Portfolio Analysis
• Stakeholder Management

Shift: 1st shift (United States of America)

Hours Per Week: 40

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Overview

DataAnnotation is committed to creating high-quality AI. We are looking for a Director of Finance to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

Responsibilities

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.
• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

Qualifications

• Expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred.
• Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
• Fluency in English (native or bilingual level)
• Detail-oriented; proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
• A current, in progress, or completed Masters and/or PhD is preferred but not required

Benefits

• This is a full-time or part-time REMOTE position
• You’ll be able to choose which projects you want to work on
• You can work on your own schedule
• Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

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A professional services firm in San Francisco is seeking a Legal Billing Temp to assist with day-to-day billing functions. The ideal candidate will have over 2 years of experience in a legal or professional services environment, strong knowledge of billing systems, and excellent attention to detail. This full-time position offers exposure to a dynamic legal and finance team and contributions in a contract capacity.
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Sr. Product Manager - Collaboration

Job Summary

As a Senior Product Manager within the Commercial Collaboration & Communication (C3) Systems team, you will manage HP/Poly’s award‑winning product portfolio that integrates hardware and software for real‑time collaboration & communication in commercial environments. You will drive the planning and strategy for these products sold globally to a broad range of business and government customers, from small to large multinational companies. Your role will span the full product lifecycle, from definition to end of sale, and you will contribute innovative ideas while operating within HP’s complex discipline to provide highly innovative solutions to customer needs.

Responsibilities

• Play a leadership role and drive the progress of the product management function.
• Lead cross‑functional teams through agile development processes, including sprint planning, daily stand‑ups, and retrospectives.
• Monitor competitive market trends to determine client needs for product improvements.
• Strategically partner with key senior stakeholders to understand needs and priorities.
• Recommend product requirements and definitions to align with stakeholder needs.
• Collaborate with the software engineering team on feature ideas and prototypes to bring potential solutions to life.
• Advise key stakeholders on the portfolio strategy across all phases of the lifecycle.
• Track and report key metrics to drive future product developments.
• Collaborate with marketing and sales teams to develop go‑to‑market strategies, product launch plans, and marketing collateral.
• Demonstrate process improvement and project management experience, preferably with the implementation of large projects.

Education & Experience

• Four‑year or graduate degree in Computer Science, Software Engineering, Information Systems, or a related discipline, or equivalent work experience.
• Typically 10+ years of work experience, preferably in product management, digital or software product development, or a related field.

Preferred Certifications

N/A

Knowledge & Skills

• Agile Methodology
• Automation
• Change Management
• Computer Science
• Continuous Improvement Process
• JIRA
• Kanban Principles
• Lean Manufacturing
• Milestones (Project Management)
• New Product Development
• Process Improvement
• Product Management
• Project Engineering
• Project Management
• Project Planning
• Project Schedules
• Risk Management
• Scrum (Software Development)
• Software Development
• Sprint Planning

Compensation

The pay range for this role is $147,050 to $230,850 USD annually with additional opportunities for pay in the form of bonus and/or equity (applies to United States of America candidates only). Pay varies by work location, job‑related knowledge, skills, and experience.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Long‑term/short‑term disability insurance
• Employee assistance program
• Flexible spending account
• Life insurance
• Generous time‑off policies, including
• 4‑12 weeks fully paid parental leave based on tenure
• 11 paid holidays
• Additional flexible paid vacation and sick leave (US benefits overview)

The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

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A professional services organization in Chicago seeks a Senior Tax Accountant to join its in-house tax team. This role offers a true 40-hour workweek, where you will support income and state tax compliance while mentoring junior staff. Ideal candidates will have 3-6+ years of tax experience from public accounting and preferably hold a CPA. The position features competitive compensation, an annual bonus, and strong benefits.
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1 day ago Be among the first 25 applicants

This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$39,000.00/yr - $125,000.00/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Business Development, and Consulting

Industries

Financial Services, Investment Banking, and Insurance

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- .1(4/25)(Exp.4/29)

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We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these owners can breathe easy and sleep well at night knowing they're in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and aren't afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while doing impeccable work, of course. We are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. Are you ready to revel in our growth while helping thousands of creative entrepreneurs along the way?

As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You're deeply connected to their goals and passionate about helping entrepreneurs succeed!

This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:

• Maintaining strong client relationships, ensuring the highest levels of client satisfaction, and establishing and upholding quality control standards to guarantee the accuracy and integrity of client deliverables
• Leading and mentoring the tax team, including a senior tax manager and 3 tax accountants
• Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goals
• Preparing and reviewing business and individual tax returns
• Developing and monitoring key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies
• Responding to client tax notices (business and personal, income, payroll, and other)
• Creating tax projections, scenario modeling, and other analyses in our tax software
• Research federal and state income, payroll, and sales tax issues
• Responding to client inquiries regarding reporting, strategy, taxes, etc
• Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes
• Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes
• Assisting clients with government programs/grant opportunities

You'll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.

Qualities To Bring To This Position

• You'll be able to balance being approachable yet professional in your communications—written and verbal
• You're an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit
• You're a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• You're comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too!)
• You'll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
• You'll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
• You're super-comfortable working online, in cloud-based applications, and using a variety of software tools
• Your discretion is top-notch; our clients' privacy and sensitive information are always protected
• You've got a proactive attitude and love finding new and better ways to help us get our work done well
• You're a get-it-done kind of person and will ensure client deadlines are met and that we're following through on our commitments
• You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
• You also have experience with one of the major tax prep software packages
• And you've used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you've done comes naturally

Thank you for considering the position, and hope you'll be interested in joining the Revel CPA team!

PS - If you'd prefer a part-time Tax CPA role, let us know in your application.

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Revel CPA in Indianapolis is seeking a Principal Accountant to deliver exceptional client service in a remote environment. As a dedicated professional, you'll manage comprehensive client relationships while leading a team of tax experts. Responsibilities include preparing tax returns, providing strategic tax planning, and mentoring staff to ensure great service. For this role, a CPA certification and 8+ years of public accounting experience are required, along with expertise in tax preparation and cloud-based accounting software. Competitive compensation starts at $120k-$180k with bonus potential.
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A global celebration-focused company in New York is seeking a strategic finance leader for their FP&A team. In this senior role, you will partner with executives to drive financial strategies and optimize product investments. The ideal candidate has 8+ years of experience in analytical roles, strong skills in financial modeling, and the ability to communicate complex analyses to leadership. The role offers a hybrid work model with flexibility to enhance collaboration.
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A leading pet insurance marketplace is seeking a Head of Finance to oversee all finance and accounting activities. This role requires strong leadership skills and experience in financial planning within a venture-backed startup. The ideal candidate will manage a small finance team, ensuring timely financial reporting and compliance while working closely with the CEO. A competitive salary between $175,000 and $250,000 will be offered, along with equity grants and comprehensive health benefits.
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The City of Greenbelt, Maryland seeks a City Treasurer to oversee the financial management of the city. This role involves preparing the annual budget, managing financial performance, and ensuring the security of city funds. The ideal candidate holds a Master's Degree in finance or accounting and has experience in municipal finance. Responsibilities include providing financial estimates and preparing comprehensive financial reports for the City Council. Knowledge of budget development policies and GAAP is critical.
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A leading CPA firm seeks a Corporate Tax Senior specializing in ASC 740 to join the team in San Diego, CA. The role emphasizes a work-life balance and offers competitive pay between $90,000 and $120,000 per year. Candidates should have at least 2 years of ASC 740 experience and a background in public accounting. Join a top-ranked firm to make a meaningful impact and enjoy accelerated career growth in a supportive environment.
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A leading luxury hotel in Silicon Valley is seeking a Director of Finance. The role involves overseeing financial reporting, compliance, and team management, ensuring integrity and accuracy in financial operations. Candidates should have a university degree in accounting or finance and 3-5 years of relevant experience. This position offers a competitive salary range of $170-$200K along with comprehensive benefits and opportunities for career growth.
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Structured Finance - Structured Credit & CLOs, Director - Chicago

Requisition ID: 48768

Business Unit: Fitch Ratings

Category: Credit Analysis & Research

Location: Chicago, IL, US

Date Posted: Sep 23, 2025

As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst.

At Fitch Ratings, credit analysts play a pivotal role in moving markets, as quality credit analysis is the lifeblood of our organization. With a legacy of over a century, our unique approach to credit ratings offers unmatched opportunities for professional growth. Embracing a “challenger mindset,” you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all levels and locations, surpassing traditional financial modeling. Lastly, as part of our global community, you'll find inspiration, challenge, and support, with ample opportunities for visibility and influence in the global financial marketplace.

Fitch Ratings is seeking a Director to join its Structured Credit group in Chicago

About the Team

• A collaborative, team-oriented work environment where excellent communication skills are essential
• An opportunity to lead and manage a team of analysts at a global rating agency
• A strategic role that influences debt capital markets by delivering timely, insightful, and forward-looking rating actions and research

How You’ll Make an Impact

• Lead the analysis of new and existing ratings on Collateralized Loan Obligations (CLOs) using proprietary models, overseeing both new rating and surveillance teams
• Assess transaction documents with a focus on identifying and mitigating credit risks
• Prepare, present, and defend rating conclusions to senior credit committees
• Oversee the drafting of rating action commentary reports to clearly communicate rating decisions to market participants
• Drive the development and publication of recurring and special research publications
• Mentor and develop junior staff, promoting a culture of learning and development

You May be a Good Fit if

• You hold a Bachelor’s or Master’s degree in a quantitative discipline (finance, accounting, economics, engineering, etc.)
• You have at least ten years of experience, preferably in the structured finance industry, with a proven track record of leadership
• You possess strong analytical thinking, intellectual curiosity, and attention to detail
• You have the ability to listen and incorporate others’ perspectives in a consensus-driven setting
• You demonstrate a high level of personal responsibility, initiative, and self-management
• You have a deep interest in capital markets and structured finance
• You are proficient with the Microsoft Office suite

What Would Make You Stand Out

• Advanced knowledge of programming languages is a plus
• Exceptional ability to convey complex subjects clearly and concisely, both verbally and in writing
• Demonstrated ability to lead and influence teams and stakeholders

Why Choose Fitch

• Hybrid Work Environment: 3 days a week in office required
• A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
• Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
• Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
• Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
• Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
• Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community

FOR CHICAGO: Expected base pay rates for the role are between $125,000 and $170,000 per year for a Director. Actual salaries will be determined on an individual basis and may vary based on factors including, but not limited to, education, training, experience, past performance, and other job-related considerations. Base pay is one component of Fitch’s total compensation package, which may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch, depending on the position.

Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch’s credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.

Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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Financial and Insurance Analyst at CRICO.

Base Pay Range

$67,000.00/yr – $90,000.00/yr

Role Summary

The Financial & Insurance Analyst plays a pivotal role in CRICO’s finance department and data governance program. You will conduct financial analysis, forecasting and insurance analysis while ensuring data is complete, accurate, and timely for operational and analytical use.

Responsibilities

• Conduct detailed financial & insurance analysis, reporting and projections, including trend analysis, loss analysis, and financial modeling.
• Prepare and present accurate and timely financial data and reports to management and stakeholders.
• Assist in evaluating and determining financial & insurance risks and opportunities related to insurance programs, including premium pricing, capital position, loss and reserve, and other activities.
• Ensure compliance with financial regulations and standards; assist with internal and external audits.
• Work closely with teams including underwriting, claims, actuaries, and IT to gather relevant data and provide financial insights.
• Identify opportunities for process improvements and implement best practices to enhance efficiency and accuracy in financial & insurance analysis and reporting.
• Support the Enterprise Data Governance team to implement and operationalize data governance processes, best practices, and software across the organization.
• Other activities and tasks as assigned.

Qualifications

Education & Experience

• Bachelor’s degree in finance, accounting, economics, or a related field. Master’s degree or professional certification is a plus.
• 3+ years of demonstrated experience in financial analysis and reporting is a plus but not required, preferably in the insurance industry.
• Strong experience using SQL and other programming languages is a plus.

Skills

• Proficiency in financial modeling and analysis tools, advanced Excel and PowerPoint skills, and familiarity with related software.
• Strong analytical and problem‑solving abilities, with keen attention to detail.
• Excellent written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner.
• Ability to work effectively in a team environment and collaborate with cross‑functional teams.
• Ability to manage multiple priorities and adapt to a fast‑paced, dynamic work environment.
• Skilled in leveraging data analysis tools and techniques to obtain, clean, and organize data to generate recommendations and insights.

People Management

No direct people management responsibilities.

Seniority Level

Associate

Employment Type

Full-time

Job Function

Analyst and Finance; Industry: Insurance

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Broadridge is seeking a Head of Retirement and Workplace Business in Denver, CO. This executive role involves developing and executing long-term strategies for the retirement market, focusing on client satisfaction and business development. Ideal candidates will have a Bachelor's degree in Business or Finance (MBA preferred) and over 10 years of relevant experience. The position includes a compensation range of $375k–$425k and is bonus eligible, with a focus on digital transformation and enhancing client offerings.
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