Lead

Lead Finance Jobs

24 jobs found

Tree Care Services Business Developer

Addison Group Tucson, AZ

6h ago

$65k - $80k/yr Full time Lead Microsoft 365 Microsoft Excel

Lead Microsoft 365 Microsoft Excel

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Job Description

Addison Group is seeking a Tree Care Services Business Developer to join the Tucson, AZ team onsite, supporting a leading national services organization. In this role, you will sell and estimate commercial tree care projects and oversee the full sales cycle from initial prospecting to close within a defined regional territory. The position offers a salary range of $65,000 to $80,000 per year.

Responsibilities

Sell and estimate commercial tree care services within an assigned territory
Proactively prospect new business using consultative B2B sales techniques
Develop tree care programs and estimates for new and existing clients
Conduct heavy phone prospecting, in-person meetings, presentations, and virtual demos
Negotiate contracts with minimal supervision
Network to expand market penetration and grow targeted accounts
Consistently meet sales goals and activity benchmarks
Log sales activity accurately in CRM systems (Salesforce preferred)
Collaborate internally to pursue larger, complex opportunities
Build trust-based relationships with key decision-makers
Operate with urgency in a fast-paced, performance-driven environment

Requirements

Bachelor’s degree or equivalent professional experience
Tree Care Industry certifications (TCIA and/or ISA Certified Arborist preferred)
Commercial B2B sales experience within the service or green industry
Extensive face-to-face selling experience with mid-to-senior level decision-makers
Proven success in longer sales cycle environments
Ability to manage multiple opportunities across a large territory
Strong presentation, negotiation, and communication skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Experience using CRM or sales force automation tools
A self-motivated, competitive, and results-driven mindset
Local market knowledge and existing industry relationships (preferred)

Technologies

Salesforce
Microsoft Office

Benefits

Competitive base salary + commission
Company vehicle
Paid time off
Health, dental, and wellness benefits
401(k) savings plan
Career development and advancement opportunities

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Lead Financial Systems Developer

Shook, Hardy and Bacon Kansas City, MO Hybrid

6d ago

Full time Senior .NET Analyst

Senior .NET Analyst

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Job Description

Shook, Hardy and Bacon offers a hybrid remote opportunity in Kansas City, MO for a Lead Financial Systems Developer. This role focuses on designing, developing, implementing, and integrating financial systems to support the firm’s finance and accounting functions. You will work on data integration and reporting using Power BI and SSRS, with SQL, SSIS/SSAS, Azure, and the .NET framework in a legal industry context. Collaboration with Financial and Pricing Analysts is a key aspect of delivering integrated data solutions in a team-oriented environment.

Responsibilities

Lead the research, design, development, implementation, and integration of financial systems to support the firm’s finance and accounting functions.
Architect, analyze, design, test, implement, troubleshoot and maintain new and existing financial applications.
Maintain balance and system coherency between Finance and Accounting applications and the existing IT infrastructure.
Understand the SQL table structures of the various Finance & Accounting software systems to develop reporting and ad hoc queries; primary data source is 3E.
Collaborate with Financial and Pricing Analysts to develop reports using Power BI and SSRS.
Deliver data integration by uniting data across legacy, new development, and purchased package environments tailored for the legal industry.
Study data sources by analyzing and identifying relationships among data objects.
Develop and modify SQL functions and stored procedures to extract, transform, and load data.
Demonstrate advanced understanding of SSAS and SSIS and training others in the reporting line.
Exercise appropriate discretion and sound judgment in the execution of duties.

Technologies

SQL Server
SSIS
SSAS
SSRS
Visual Studio
Power Platform
Azure Cloud
.NET Framework
Power BI
3E
Microsoft Office Suite

Requirements

Bachelor's degree (B.A.) from a four-year college or university in Information Systems or related discipline.
3+ years of experience with SQL Server.
3+ years of experience with SSIS.
3+ years of experience with SSAS.
3+ years of experience with SSRS.
3+ years of experience with Visual Studio.
3+ years of experience with Power Platform.
3+ years of experience with Azure Cloud.
3+ years of experience with .NET Framework.
Or equivalent combination of education and experience.
Knowledge of standard accounting policies and procedures and/or law firm operations is a plus.
Proficiency in Microsoft Office Suite including creating and utilizing spreadsheets as well as accounting system applications.
Must have advanced Excel spreadsheet experience.

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Lead Senior Accountant

Vaco by Highspring Mission Viejo, CA

10d ago

$110k - $120k/yr Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

The Lead Senior Accountant role at Vaco by Highspring supports accurate and timely financial reporting through data analysis, journal entries and reconciliations, and active participation in month-end close, audits, and enhancements to policy and internal controls.

Location

Mission Viejo, CA (onsite)

Compensation

USD 110,000 - 120,000 per year

Responsibilities

Generate journal entries and accompanying schedules to support the month-end close
Reconcile balance sheet accounts and investigate variances or discrepancies
Assist in preparing and reviewing financial statements and associated fluctuation analyses
Review the work produced by accounting staff to ensure accuracy
Support internal and external audit requests, including preparing schedules and documentation
Work with accounts payable and accounts receivable teams to maintain accurate and efficient accounting processes
Support the maintenance and enhancement of accounting policies, procedures, and internal controls
Participate in process-improvement initiatives, system enhancements, and special projects
Provide mentorship to junior accounting staff and collaborate as appropriate
Carry out additional duties as assigned

Requirements

Bachelor's degree in accounting, finance, or a related discipline
A minimum of four years of progressive accounting experience
Public accounting experience is highly preferred
CPA certification or pursuing CPA track strongly preferred
Strong knowledge of U.S. GAAP and fundamental accounting principles
Experience with month-end close processes, journal entries, and account reconciliations
Proficient in Microsoft Excel, including pivot tables and lookups
Experience with ERP or accounting systems such as NetSuite or Great Plains preferred
Strong analytical, organizational, and problem-solving abilities
Ability to manage multiple priorities and meet deadlines in a fast-paced setting
Excellent written and verbal communication skills

Technologies

Microsoft Excel
NetSuite
Great Plains

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Lead Wealth Advisor

Hapanowicz Financial Pittsburgh, PA

11d ago

$115k - $200k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Hapanowicz Financial offers a comprehensive benefits package for a Lead Wealth Advisor in Pittsburgh, onsite. This role centers on delivering personalized financial guidance, ongoing advisory services, and holistic planning for individuals and families.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tution reimbursement
Vision insurance

Position overview

Lead wealth advisor delivering personalized financial guidance and ongoing advisory services to clients, focusing on comprehensive financial planning, investment strategy, and tax planning.

Responsibilities

Create tailored financial plans that align with clients' short-term and long-term goals.
Advise on investment options based on clients' objectives and risk tolerance.
Regularly monitor client portfolios and adjust holdings to stay aligned with goals and market conditions.
Guide retirement, estate, tax, and education planning by assessing needs and proposing solutions.
Schedule and conduct periodic meetings to review plans and client circumstances.
Explain complex financial concepts in accessible terms to help clients make informed decisions.
Maintain current knowledge of regulations and ensure client interactions and transactions comply with legal requirements.
Coordinate with tax advisors, estate planners, and other professionals to provide comprehensive advice.
Address client questions and concerns promptly with accurate information.

Requirements

In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Strong analytical abilities to analyze financial data, assess risk, and develop effective strategies.
Excellent verbal and written communication skills to clearly convey complex concepts.
Strong interpersonal skills to build trust and rapport with clients and understand their goals.
Thorough understanding of relevant financial regulations and compliance requirements.
Problem-solving skills to identify issues and develop tailored solutions for unique situations.
Familiarity with financial planning software, investment platforms, and technology tools to enhance efficiency and service quality.

Compensation

USD 115,000 - 200,000 per year

Job type

Full-time

Location

Pittsburgh, PA 15220 (Onsite, In person)

Relocation

Relocate with an employer provided relocation package (Required)

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Senior Lead Credit Risk and Approval Officer - Corporate and Investment Banking Risk

Wells Fargo Charlotte, NC

15d ago

Full time Senior Approval Banking

Senior Approval Banking

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Job Description

Senior Lead Credit Risk and Approval Officer role within Wells Fargo's Independent Risk Management team, providing credit risk oversight for the Corporate and Investment Banking (CIB Banking) division.

Responsibilities

Act as a key member of the Independent Risk Management team, overseeing credit risk for CIB Banking and supporting CIB objectives while upholding prudent underwriting standards and overall portfolio quality.
Maintain credit quality and portfolio health by delivering informed risk guidance, recommendations, and approvals; conduct regular portfolio evaluations and reviews of deteriorating or problem credits, escalating matters when warranted.
Develop and sustain a solid understanding of bank credit policy, regulatory standards and guidance, and risk rating applicability; provide leadership and guidance to CIB Banking teams and partners on these matters.
Develop and maintain appropriate industry and sector knowledge.
Collaborate with product teams, subject matter experts, and other institutional resources to inform decisions and recommendations.
Regularly review pipeline activity with CIB Banking teams and assist in managing deadlines, coverage team processes, and client expectations.
Provide leadership and guidance on due diligence and analytical focus, particularly for merger and acquisition financing and complex deals.
Interact with internal and external customers.

Requirements

7+ years of credit risk and approval experience, or an equivalent combination of work experience, training, military service, or education.

Job Details

Location: 550 S. Tryon Street, Charlotte, North Carolina
Work arrangement: Hybrid schedule
Relocation assistance: Not available
Visa sponsorship: Not eligible for sponsorship
Background checks: FINRA background screening required; successful completion and clearance of a background check
Compliance: Policies may apply regarding outside activities and personal investing; employees must provide information as required
Posting end date: Apr 2, 2026

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Lead, Program Finance

L3Harris Technologies Palm Bay, FL

15d ago

Full time Manager Accounting Budgeting

Manager Accounting Budgeting

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Job Description

Onsite in Palm Bay, Florida, the Lead, Program Finance plays a pivotal role in managing financial control for a high-visibility Watch Program within L3Harris Technologies’ Acoustic Systems Division. This senior position partners with program managers and cross-functional teams to drive financial program execution, maintain the program’s financial plan, and deliver insights into cost and schedule health for leadership.

Responsibilities

Lead the program's financial management by developing time-phased budgets and schedules, ensuring Earned Value data compliance and reporting, and overseeing cost accounting and the integration of cost and schedule data.
Prepare quarterly EACs and support accurate projections of ETC, EAC, and Latest Revised Estimate (LRE).
Ensure EAC adherence to L3Harris AC-13 and PMO-05 policies; assess gaps, propose corrective actions, and implement them.
Develop and review time-phased budgets, establish key performance metrics and milestones, regularly report cost and schedule variances, investigate financial irregularities, ensure financial program compliance, and prepare milestone invoices and cash forecasts.
Collaborate with Program Managers, Technical Leads, and Division/Sector leadership to interpret and communicate financial performance.
Influence day-to-day financial activities related to Programs, Proposals, and Reviews, including shaping strategies to achieve program financial goals.
Partner with IPT members to execute baselining, ETC, and change-management processes.
Demonstrate self-motivation and strong interpersonal skills to effectively engage with colleagues at all levels.
Proactively resolve complex problems and issues in a timely manner with limited supervision.
Exhibit initiative, independence, closure, and the ability to navigate multiple priorities under tight deadlines.

Requirements

Bachelor’s Degree in Business, Accounting, Finance, or a related field with a minimum of 9 years of prior relevant experience;Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Qualifications

Bachelor’s Degree in Business, Accounting, Finance, or related field with a minimum of 9 years of prior relevant experience; Graduate Degree with minimum 7 years; in lieu of a degree, minimum of 13 years prior related experience.
10+ years’ experience and demonstrated strong knowledge of Microsoft Office applications

Technologies

Microsoft Office, SAP, EVMS, COBRA

Job Code

35663

Location

Palm Bay, FL (onsite)

Schedule

9/80 schedule: employees work 9 out of every 14 days, totaling 80 hours, with every other Friday off.

Preferred Additional Skills

Previous experience with SAP and EVMS including COBRA
Knowledge of cost/schedule development, budgeting, financial analysis and forecasting
Ability to multi-task and prioritize competing demands in a fast-paced environment
Strong interpersonal and communication skills
Detail-oriented with the ability to manage multiple priorities under pressure

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Financial Planner - Lead

Seternity Solutions Buffalo Grove, IL

15d ago

$120k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

This onsite role in Buffalo Grove, Illinois leads client relationships and delivers comprehensive financial planning and retirement strategies for a high-touch clientele. The position requires a Series 65 or 66 license and at least three years of direct, client-facing experience.

Responsibilities

Serve as the primary contact for all assigned clients within the Holistic Wealth Management division.
Address client needs, requests, questions, and ongoing updates.
Develop and present comprehensive financial plan recommendations.
Design robust retirement income strategies and oversee retirement plan tracking.
Prepare investment portfolio summaries and conduct asset allocation analyses.
Meet regularly with clients to establish trusting, supportive relationships.
Create and analyze a variety of financial planning reports.
Use tax planning software to evaluate tax circumstances and craft tax strategies.
Generate and compare illustrations for annuities, life insurance, and long-term care to identify optimal options for clients.
Oversee ad hoc analyses and special requests as needed.
Collaborate with team members and advisors on client cases.
Conduct periodic client reviews aligned with the designated Service Model.
Proactively check in with clients throughout the year to ensure needs are met.

Requirements

Minimum of three years of experience as a Financial Planner working directly with clients.
Series 65 or Series 66 license is required.
CFP designation must be obtained within two years of hire.
Life Insurance license must be secured within six months of hire date.

Licenses and Certifications

Life Insurance License
CFP designation (preferred per listing)
Series 65 or Series 66 (required)

Technologies

Microsoft Excel
Tax planning software

Benefits

Competitive base salary with performance-based bonuses
Paid time off
Health, dental, and vision insurance
401(k) with company matching
Mentoring from firm owners and a senior advisor
Career growth and advancement opportunities
Business hours: Monday through Thursday 8:45 am to 5:00 pm; Friday 8:45 am to 2:30 pm; paid lunch hours
Supportive, family-oriented company culture
Unlimited snacks and drinks available in-office
Access to complimentary Starbucks coffee during work shifts
Life insurance coverage