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Senior Finance Jobs

148 jobs found

Senior Finance Manager

Marvin Warroad, MN

1mo ago

$134k - $167k/yr Full time Manager MBA Senior

Manager MBA Senior

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Job Description

Overview

We are seeking a strategic, hands-on Senior Finance Manager to partner closely with the manufacturing leadership teams across four production facilities. In this role, you will serve as the primary financial steward for operations, driving strong cost discipline, ensuring accurate reporting, and delivering forward-looking insights that support performance improvements. You will lead and develop a team of four finance professionals, fostering accountability, curiosity, and continuous improvement. This position suits someone who thrives in a fast-paced manufacturing environment and enjoys getting into the details from the shop floor to operations leadership. The role supports the design and manufacture of high-quality windows and doors, directly aiding the teams that bring these products to life. The job is based in Warroad, MN 56763. If you are considering relocation, Marvin offers an extensive relocation benefit package to assist with the move, including household goods movement, temporary housing, and more, in addition to a relocation counselor to accompany you throughout the journey.

Role Highlights

Financial Leadership & Business Partnership: Serve as the lead finance partner for four manufacturing facilities, delivering clear, actionable insights to plant managers and operations leaders.
Lead the monthly operations performance review, including cost per unit reporting, variance analysis, and inventory review reporting.
Drive annual budgeting and periodic forecasting for all supported facilities.
Support capital planning, investment analysis, and post-implementation reviews for manufacturing projects.
Monitor key performance indicators (KPIs) and operational metrics, identifying trends and recommending corrective actions.

Team Leadership

Lead, mentor, and develop a team of four direct reports, ensuring strong performance, engagement, and professional growth.
Establish clear priorities, workflows, and development plans for the team.
Promote a collaborative, high-accountability culture within the finance function and across operations.

Operational Excellence

Partner with manufacturing, supply chain, and engineering teams to improve cost visibility and operational efficiency.
Support continuous improvement initiatives, including lean manufacturing, waste reduction, and productivity enhancements.
Strengthen internal controls related to inventory, production reporting, and financial processes.
Ensure compliance with corporate accounting policies and relevant regulatory requirements.

Qualifications

Bachelor’s degree in Accounting, Finance, Business, or related field; MBA, CPA, or CMA preferred.
7–10+ years of progressive finance experience, with at least 4 years supporting manufacturing operations.
Experience leading and developing a team.
Strong understanding of standard costing, inventory accounting, and manufacturing financial processes.
Excellent analytical skills with the ability to translate data into meaningful insights.
Strong communication and relationship-building skills, with the ability to influence at all levels.
Proficiency in ERP systems, Power BI, and advanced Excel skills; experience with manufacturing ERP platforms is a plus.

See Yourself at Marvin

From people to products, Marvin is committed to creating better ways of living. When you join this family-owned and led window and door company, you become part of a community rich with opportunity. For more than a century, Marvin has led in designing, building, and engineering premium, award-winning products. Marvin has been named a Top Large Employer by Forbes Magazine in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin’s Infinity Replacement Windows and Doors and TruStile Doors. We uphold our values and prioritize safety and the wellbeing of our people. Marvin offers benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match, and more.

Benefits and Perks

$300 annual wellbeing account to spend on what helps you feel happy and healthy
Better Living Day, a paid day off to go have some fun
Annual profit sharing – recognizing everyone’s contribution to Marvin’s success
Giving at Marvin – participate in organized volunteer opportunities
Brighter Days Fund – financial support from your colleagues and the Marvin family during personal hardships

Join more than 8,000 Marvin team members to experience these benefits and more. Apply today!

#LI-CM1

Equal Opportunity Employer

Marvin is committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable laws. Applicants requiring reasonable accommodation for any part of the application and hiring process may contact CareerSupport@marvin.com.

Compensation

Salary range: $134,000 to $167,000 annually, with bonus eligibility.

Location

Warroad, MN 56763

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Mira Mesa West - Senior Relationship Banker

MISSION FEDERAL CREDIT UNION San Diego, CA

1mo ago

$26 - $33/hr Full time Senior Account Opening Banker

Senior Account Opening Banker

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Job Description

Overview

Ready to advance on the management path within a financial institution? The Senior Relationship Banker role expands your operational responsibilities while leveraging your existing relationship-building skills to deepen member engagement. If you are passionate about helping others improve their financial futures and value a team that is supportive and appreciated, this opportunity could be a strong fit. The top priority is exceptional member care, as members are central to our work. Location: San Diego, CA 92126.

Responsibilities

Open new accounts and establish new shares for existing members on the platform
Process and fund all consumer loan applications and real estate loan applications
Interview potential and existing members to determine appropriate products and services to meet their financial needs
Accurately process routine member account transactions including deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings
May act in the capacity of a supervisor in the absence of the branch manager
Assist Management with branch opening, processing of monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch

Qualifications

At least 3 years of experience in a financial institution
At least 1 year of experience opening new accounts and processing loan applications, including real estate applications
Ability to actively cross-sell products and services
Must maintain the confidentiality of member information

Compensation and Benefits

Great team and a professional yet relaxed environment
Training with substantial opportunities to advance your career
18 days of PTO in your first year plus 12 holidays per year
6% 401(k) match
Full benefits package including medical, dental, vision, and life insurance
Base Pay/Salary: $26.00 - $33.00 per hour, plus incentives
Actual base pay within this range will be determined by factors including relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law

Privacy and Equal Opportunity

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) require Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provide the disclosures required by the CCPA/CPRA and apply only to applicants subject to the CCPA/CPRA.

Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

INDMF #LI-Onsite

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Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

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Job Description

Position Overview

Become part of TrustBank’s dynamic wealth management team. We are seeking a Senior Trust and Wealth Advisor who aims to make a meaningful impact and thrives in a collaborative environment. You will play a pivotal role in surpassing client expectations and contributing to Growing Prosperity Together.

Position Details

Title: Senior Trust and Wealth Advisor
Department: Wealth Management
Reports To: Chief Wealth Strategist
FLSA Status: Exempt
Type: Full-Time
Location: Wheaton, IL 60187

What You Will Do

Establish advisory relationships by directly engaging with clients to gather information on financial circumstances and goals.
Assess overall personal financial conditions including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
Identify client objectives, risk tolerance, and capital needs.
Provide guidance on general financial forecasts and trends.
Develop sophisticated goals-based wealth plans aligned with client objectives and consult with clients and other specialists on action steps.
Coordinate implementation of advanced wealth plans according to client directions.
Collaborate with clients’ other advisors and TrustBank partners to deliver coordinated financial and wealth planning services.
Review account relationships and communicate with the wealth management team to uncover cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning delivery.
Prepare and present materials related to ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Contribute to TrustBank wealth planning thought leadership and related marketing resources.
Actively engage with professional advisor networks, including attendance at conferences and networks, to cultivate relationships.
Operate independently with in-depth knowledge of the business unit and its functions.
Balance high level execution with strategic development and direction of the function.
Perform preliminary analyses as required.
Interact directly with committees and management as part of duties.
Strategically develop, implement, and manage programs within the functional area.
Undertake other duties as assigned by the manager.

Working Conditions

The role follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Additional hours may be necessary. Primary work location is within the DuPage County / Chicago Market. Expect prolonged computer use, a moderate noise level, and a well-lit office. Duties may require standing, walking, using hands and fingers, reaching, speaking, and hearing. Ability to lift up to 25 pounds. Vision requirements include near, distance, peripheral vision, depth perception, and focus. Some tasks may be repetitive at a computer and may involve direct public interaction.

TrustBank Core Values

Support and embody the TrustBank and Wealth Management Culture and Core Values in all duties and interactions.

Compensation and Benefits

The estimated annual salary for this position ranges from $121,900 to $262,000, including incentives. This span reflects the compensation range across our markets. Actual pay will depend on role responsibilities, relevant skills, experience, education, and geographic location. We use a holistic approach in hiring to ensure internal equity while recognizing unique qualifications. In addition to base salary, this role participates in an incentive compensation plan tied to individual performance. TrustBank offers a 401(k) plan with a discretionary employer match in bank stock, along with a comprehensive benefits package. For more details about employee benefits, visit our Career Page at the following link: https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank values diversity and inclusion and does not discriminate on any protected basis, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. This description may be updated and is not intended to be all-inclusive. The role may involve other related duties to meet organizational needs. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Successful candidates typically possess knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning, and cash flow planning, usually gained through substantial related work experience. A university or college degree in finance, economics, or a related field is required. The candidate should be an effective communicator and collaborative professional.

Qualifications and Key Attributes

Proven ability to service and develop client relationships by effectively engaging clients and identifying their needs.
Exceptional communication skills, strong attention to detail, proactive approach, analytical mindset, empathy, and the ability to work with minimal supervision.
Travel across regional locations is required.

Required Skills and Abilities

Strong analytical, problem solving, and organizational capabilities to address requests, prioritize tasks, and manage workflow.
Solid understanding of general financial principles to serve and communicate with high net worth clients.
Maintain knowledge of financial software and applications and how technology supports high standards of service at TrustBank.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

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Senior Accountant, Hybrid

LHH US Southlake, TX

1mo ago

$75k - $80k/yr Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

Location and Work Arrangement

Southlake, TX. Hybrid role with in-office presence required three days per week.

Responsibilities

Record and review activity in the general ledger, including accruals, G&A expenses, and sales deductions.
Develop and maintain financial reports for internal and external stakeholders.
Prepare and review monthly balance sheet reconciliations.
Provide support for planning and budgeting processes for external customers.
Support year end and interim external audits.
Perform other analytical duties as required.

Qualifications

Bachelor degree in Accounting, Finance, or a related field.
1 to 3 years of accounting experience in general accounting, financial reporting, or public accounting.
Intermediate Excel skills.
Strong verbal and written communication skills and solid organizational abilities.

Benefits and Compensation

Salary range of $75,000 to $80,000 per year.
Medical, dental, and vision insurance; life insurance; short term disability; additional voluntary benefits.
Employee Assistance Program, commuter benefits, and 401(k) plan.
Paid leave options including paid sick leave as required by law, other paid leave as required by federal, state, or local law, and holiday pay upon eligibility.

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Senior Statutory Accountant (P&C)

Taylor White Accounting and Finance Tampa, FL

1mo ago

$90k - $115k/yr Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

Overview

Taylor White Accounting and Finance is seeking a Senior Statutory Accountant (P&C) to join a growing residential property insurance organization. The role is based in the Tampa Bay Area with a flexible hybrid schedule that combines remote work with quarterly in-person collaboration. The compensation range is $90,000 to $115,000 base, depending on experience, plus a comprehensive benefits package.

What You Will Do

Support statutory accounting for multiple insurance carriers, including month-end journal entries (gross and net of reinsurance) using NetSuite
Maintain balance sheet account reconciliations
Prepare statutory (yellow book) financial reports
Record accounts payable and ensure all regulatory reporting and payment deadlines are met
Record STAT to GAAP conversion entries
Assist with internal and external audit requests
Prepare billings to reinsurers
Provide technical guidance to senior leaders
Perform financial analytics to explain fluctuations and uncover insights
Identify process improvement opportunities to increase efficiency
Actively communicate with reinsurers, auditors, and external partners with professionalism and accuracy
Serve as an active team member, assisting and reviewing the work of staff accountants as needed
Cross-train team members and support knowledge sharing
Participate in special projects, including automation and streamlining initiatives within accounting and finance
Contribute to organizational success through ongoing learning and development

What You Bring

CPA required
Ideal background: external audit experience from a Big 4 or regional firm, or a mix of public and private
Strong statutory and GAAP accounting knowledge
Enjoy working cross-functionally, improving processes, and contributing to a collaborative team
Candidates needing a delayed start date due to busy season are welcome to discuss timing
Experience with NetSuite is a plus
Strong communication skills
Process improvement mindset
Experience with external audits in P&C insurance is preferred

Location and Schedule

Location: Tampa Bay Area. Flexible hybrid arrangement with full remote capability and quarterly in-person team sessions lasting one week per quarter.

Compensation and Benefits

Base salary ranges from $90,000 to $115,000, commensurate with experience, plus excellent benefits.

About Taylor White

At Taylor White, we specialize in Accounting and Finance roles in the Tampa Bay area. Our industry knowledge and recruiting experience help us identify the right opportunities and connect professionals with leading employers.

How to Apply

For more information, please visit www.taylorwhite.com.

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Senior Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Chicago, IL

1mo ago

$148k - $204k/yr Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

Overview

Schwab empowers you to make a meaningful impact on your career. We value innovative thinking and collaborative problem solving to challenge the status quo and advance the finance industry. This role requires on-site work at the designated location. Location: Chicago, IL 60695.

What you will do

As a Senior Manager, Wealth Advisor with Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory platform that emphasizes personal relationships, tailored service, and ongoing guidance aligned with Schwab's investing approach. You will influence client outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's philosophy enables you to utilize a broad suite of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading, to help clients manage more complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with partners, including leading advisors, and have the opportunity to mentor junior SWA colleagues. If you seek to deepen your wealth management expertise while helping clients, this could be the right opportunity for you.

What you have

CFP® designation or CFA® designation
Bachelor's degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients

Preferred qualifications

Five or more years working directly with clients in the financial services industry, highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you have the opportunity to shape your future. We support your growth through meaningful work, ongoing learning, and a culture rooted in trust and teamwork, helping you develop the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances workplace flexibility with the value of in-person collaboration to serve clients effectively.

Benefits and compensation

We offer a comprehensive benefits package for today and the future, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Investment Banking Senior Analyst | Industrials

Houlihan Lokey Chicago, IL

1mo ago

$110k - $130k/yr Full time Senior Analyst Banking

Senior Analyst Banking

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Job Description

Overview

Houlihan Lokey is a premier global investment bank renowned for delivering independent strategic and financial guidance to corporations, financial sponsors, and governments. With deep industry expertise, extensive international reach, and a collaborative culture, the firm offers integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory. Our high-volume deal environment provides data-driven insights that help clients achieve key objectives. For more information, please visit HL.com.

Corporate Finance is a core capability, covering mergers, acquisitions, divestitures, activist shareholder and takeover defense, and related advisory services for a diverse set of U.S. and international clients. Our M&A practice consistently receives broad industry recognition; in 2025, LSEG ranked Houlihan Lokey as the No. 1 investment bank for global M&A transactions.

Role and Responsibilities

Senior Analysts are integral to client service delivery and play a pivotal role within industry-aligned teams, supporting a range of investment banking activities and transactions. In this role you will:

Prepare, analyze, and explain historical and projected financial information
Conduct company valuations and model financial scenarios
Coordinate due diligence and participate in the execution of M&A transactions
Prepare confidential memoranda, management presentations, marketing pitches, and other client materials
Assist in marketing and execution of existing engagements
Build and maintain relationships with clients, prospective clients, and professional advisors

The environment at Houlihan Lokey is collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Analysts are given substantial responsibility and opportunities to contribute to the growth of the business.

Basic Qualifications

At least 2 years of investment banking experience
Coursework in accounting and finance required
Strong analytical capabilities and excellent verbal and written communication skills
Fundamental understanding of valuation theory, methodologies, and their practical application

Preferred Qualifications

Strong financial modeling and computer skills (Excel, Word, PowerPoint)
Demonstrated ability to work cooperatively with staff at all levels

Compensation and Benefits

Houlihan Lokey offers a competitive total compensation package, which may include discretionary incentive compensation. The posted salary range for this role is $110,000 - $130,000. Actual salary at the time of hire may vary based on qualifications, skills, experience, and location.