Team Leadership

Team Leadership Finance Jobs

5 jobs found

Suitability Principal

MassMutual Springfield, MA Hybrid

1mo ago

$84k - $110k/yr Full time Broker-Dealer Brokerage Operations Cashiering

Broker-Dealer Brokerage Operations Cashiering

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Job Description

The Opportunity

MassMutual’s MML Investors Services is seeking a Suitability Principal team lead who can address the needs of our sophisticated financial advisors and their teams. The role centers on managing time-sensitive and frequently escalated cases with poise and professionalism, consistently prioritizing the advisor and client experience. Additional duties include providing routine leadership and guidance for the Society 1851 Wealth Management In Force team, which may involve functions such as Advisory Operations and Cashiering. You will also perform back-office reviews of complex, high-risk brokerage money movement transactions for accounts clearing through National Financial Services. This position requires accountability, agility, and strong business judgment, along with the courage to handle difficult situations. Close collaboration with peer teams across the broker-dealer ecosystem is essential to success. Location: Hybrid remote in Springfield, MA 01103.

The Team

As the Broker-Dealer (BD) and Registered Investment Advisor (RIA) arm of MassMutual’s Wealth Management organization, we have experienced notable growth and continue to prioritize this strategic initiative. To best support expansion, we have segmented service and operations to exclusively assist our top-tier advisors. Branding this effort as Society 1851 Wealth Management, our aim is to grow and retain seasoned advisors through MassMutual agencies nationwide, delivering comprehensive, white-glove service to help them scale their practices. Our culture emphasizes teamwork, sharp business sense, and precise, eloquent communication. The team comprises roughly 20 associates, both FINRA-licensed and unlicensed, who perform daily back-office operations to enhance the advisor experience.

The Impact

The In Force team lead will foster education and readiness in a fast-paced, dynamic environment. You will ensure the team is well positioned to support day-to-day execution of often complex securities transactions while achieving strong individual production results. In addition, you will deliver exceptional service to advisors and their staff and contribute to strategic “Making it Easier” initiatives. The ideal candidate will demonstrate strong communication skills and the ability to learn and adapt, serving as the go-to leader for a talented and evolving team.

The Minimum Qualifications

FINRA Series 7 and Series 24 required at time of application
3+ years of MMLIS experience and/or 4+ years of experience with Brokerage/Money Movement transactions
High School Diploma, GED, or HiSET
Principals working 100% remotely may be subject to on-site inspections by MML and/or regulators
Residents within 50 miles of the MassMutual office are expected to follow a hybrid schedule, working 3 days per week in the Springfield office

The Ideal Qualifications

More than 5 years of MMLIS experience
1+ year of coaching/mentoring experience
Bachelor’s degree
Self-starter with the ability to make prudent, risk-based decisions autonomously
Knowledge of the MassMutual career agency system and sales processes
Capability to quickly establish credibility and build strong relationships with internal and external stakeholders
Superior written and verbal communication skills
Proven ability to coach and mentor others effectively
Record of delivering high-quality results on time while multitasking and adapting to changing business needs
Strong ownership mindset, meticulous attention to detail, and commitment to continuous improvement
Solid understanding of BD/RIA operational platforms and workflows
Up-to-date awareness of industry rules and regulations

What to Expect as Part of MassMutual and the Team

Regular meetings with the MMLIS In-Force Operations Team and focused one-on-one discussions with your manager. This structure supports ongoing collaboration and professional development within the team.

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Chief Financial Officer (CFO)

River Bend Food Bank Davenport, IA

1mo ago

$98k - $151k/yr Full time Accounting Audit Board Reporting

Accounting Audit Board Reporting

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Job Description

Overview

Reporting to the President & CEO, the Chief Financial Officer directs River Bend Food Bank’s financial operations and serves as a pivotal member of the Executive Team. The CFO ensures GAAP-compliant financial reporting and provides strategic input to sustain the organization’s financial stability.

Compensation and Location

Salary Range: Low $98,300; Mid $126,700; High $150,980. Location: Davenport, IA 52802.

Essential Duties and Responsibilities

Develop and maintain strong relationships with hunger-relief partners, staff, volunteers, donors, and the public.
Act as a strategic advisor for both short-term and long-term financial planning, goals, and policies.
Oversee financial reporting, forecasting, and analysis of income, expenses, and earnings.
Present quarterly financial reporting, forecasts, and analyses to the Board Treasurer and Finance Committee; maintain Finance Committee meeting minutes. Support the Board Treasurer and CEO by attending Board meetings and addressing financial questions as needed.
Manage cash flow in line with cash management and investment policies to optimize earnings for short- and long-term cash investments.
Maintain strong internal controls, ensuring proper segregation of duties by updating accounting policies, procedures, and manuals to support successful independent audits.
Lead the Finance Team, ensuring timely reconciliations, accurate reporting, and adherence to organizational standards outlined in the accounting policy and procedural manual.
Oversee the annual and single audits; coordinate with external auditors, promptly resolve findings, and implement improvements. Collaborate with tax professionals to prepare and review the Form 990 filing.
Direct the annual budget process with department leaders and the finance team; ensure budgets are correctly entered into the financial system. Present results to the Finance Committee.
Provide and validate data for Feeding America’s compliance requirements through timely and precise submission of all financial reports and data. Calculate dollars-per-meal using Feeding America guidance at least every three years.
Maintain current knowledge of regulatory requirements for Iowa and Illinois to ensure timely preparation and filing of all financial information.
Ensure proper recording and tracking of all grants, including lifecycle stewardship, compliance, drawdowns, and reporting to support strategic initiatives.
Assess and recommend insurance coverage to mitigate risk in collaboration with the organization’s brokers.
Oversee Human Resources policies and benefits, including payroll and employee benefits, to ensure cost-effective plans.
Manage IT operations in partnership with third-party providers; supervise equipment inventory, approve purchases, and ensure cybersecurity training compliance.
Review vendor contracts with the CEO to ensure alignment with River Bend Food Bank’s objectives and identify potential cost-saving opportunities.

Qualifications

Bachelor’s degree in accounting with a minimum of 10 years of experience, or an equivalent combination of education and experience. CPA or Master’s in accounting strongly preferred.
Proficiency in Microsoft Office (Excel, Outlook, Word) and accounting software; ability to learn new systems used in food banking.
Strong organizational, communication, and interpersonal skills.
Ability to present information effectively to staff, Board members, and the public.
Capability to manage multiple priorities and meet deadlines.
Detail-oriented with strong typing and data-entry skills.
Commitment to the mission of ending hunger.
Valid driver’s license and insurable driving record.
Successful completion of background check, credit check, and drug screening.

Physical Demands

The role requires regular use of hands, with frequent standing or sitting, walking, and reaching. Occasional bending, stooping, kneeling, or crouching may be

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Director, Financial Reporting

Pursuit Collection Denver, CO

1mo ago

$160k - $190k/yr Full time 10-K 10-Q Accounting

10-K 10-Q Accounting

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Job Description

Pursuit Collection is redefining guest experiences by connecting travelers with iconic destinations through world‑class attractions, distinctive lodges, and thoughtfully crafted dining, retail, and transportation offerings. We are seeking a highly skilled Director of Financial Reporting to lead external SEC filings and internal financial reporting. This role ensures compliance with U.S. GAAP, SEC, and SOX requirements while enabling strategic decision‑making through timely and accurate financial reporting and analysis. The ideal candidate will bring deep accounting expertise, strong leadership capabilities, and experience in public accounting and multi‑entity public company environments, preferably within the hospitality sector. This Denver‑based position offers a salary range of $160,000 to $190,000 per year, is eligible for a 20% STI bonus, and includes an annual RSU grant.

Responsibilities & Accountabilities

Oversee the preparation and filing of all SEC reports (Forms 10‑K, 10‑Q, 8‑K, 11‑K), including XBRL tagging and supporting documentation, and contribute to the proxy statement.
Assist in preparing external financial statements in full compliance with U.S. GAAP and SEC regulations.
Monitor and assess new accounting standards and SEC rule changes; draft technical accounting memos and required disclosures.
Prepare footnotes and supporting documentation for complex transactions, including leases, acquisitions, dispositions, revenue recognition, debt, and long‑lived assets, among other areas.
Prepare annual goodwill and intangible asset impairment testing documentation.
Provide detailed tie‑outs and documentation for earnings releases and financial presentations used in investor and lender communications.
Support investor relations with key data and reports used in earnings calls and shareholder communications.

Internal Reporting & Financial Analysis

Produce monthly internal financial reports, including executive‑level variance analyses and dashboards.
Assist as needed with the preparation of internal financial reports and ad hoc information requests and analyses.

Accounting Oversight & Equity

Coordinate with internal and external auditors by delivering complete, well‑supported documentation for various accounting matters.
Assist as needed with the preparation of stand‑alone financial statements for subsidiaries.
Support other technical accounting research and documentation as needed, including evaluating new and proposed accounting standards.

Internal Controls & Compliance

Ensure compliance with SOX 404 related to external reporting and technical accounting; collaborate with internal audit and other stakeholders to maintain and improve internal control frameworks (COSO).
Partner with accounting leadership to design and optimize internal controls over financial reporting, including automation and system improvements.

Leadership & Team Development

Actively participate in quarterly disclosure committee meetings, providing updates on accounting policy, risk areas, and reporting developments.
Lead and develop high‑performing teams; candidates should have at least 7 years of experience managing and growing accounting or financial reporting teams.
Foster a culture of continuous improvement, collaboration, and high performance.

Required Skills, Qualifications & Experience

Education: CPA required.
Minimum of 7+ years of progressive accounting experience, including:
At least 3+ years as a manager in public accounting.
Experience in public companies with SEC and SOX reporting.
Background.

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Senior Accountant

Ledgent Finance & Accounting Plymouth, MN

1mo ago

$40 - $50/hr Full time Senior Account Reconciliations Accountant

Senior Account Reconciliations Accountant

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Job Description

Position overview

A manufacturing partner located near the Plymouth, MN area is seeking a Senior Accountant to join their team. This is a contract position lasting 4 months, with a Monday–Friday schedule from 8:00 a.m. to 5:00 p.m. Compensation is $40–$50 per hour.

Key Responsibilities

Lead month-end, quarter-end, and year-end close activities, ensuring accuracy and timeliness.
Prepare and review journal entries, account reconciliations, accruals, and adjustments.
Oversee maintenance of the general ledger and ensure compliance with GAAP.
Analyze financial results and provide variance explanations to management.
Provide day-to-day leadership to accounting staff; review work, train team members, and support skill development.
Serve as a subject-matter expert for complex accounting questions and operational issues.
Help manage workflows, delegate tasks, and ensure consistent adherence to accounting policies.
Oversee AP, AR, fixed assets, and payroll accounting processes as needed.
Review vendor and customer accounts, ensuring accuracy and resolving discrepancies.
Ensure proper documentation, internal controls, and audit readiness.

Qualifications

5-8+ years of progressive accounting experience, including general ledger and financial reporting.
Prior leadership, team‑lead, or senior‑level review experience strongly preferred.
Strong knowledge of GAAP and internal control best practices.
Proficiency with accounting/ERP systems (e.g., NetSuite, Oracle, SAP, Microsoft Dynamics).
Advanced Excel skills (VLOOKUP, pivot tables, formulas).
Excellent analytical, organizational, and communication skills.

Equal opportunity statement

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

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Funds US Senior Manager

Alter Domus Chicago, IL Hybrid

1mo ago

$110k - $150k/yr Full time Manager Senior 1099

Manager Senior 1099

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Job Description

About Alter Domus

Alter Domus is a leading global provider of integrated solutions for the alternative investment industry. We serve 90% of the top 30 asset managers in private markets and employ over 6,000 professionals across 24 jurisdictions. We differentiate ourselves by our approach, collaboration, and commitment to developing our people—offering merit-based progression, open dialogue, and robust support for every career path you choose. Learn more about life at Alter Domus at careers.alterdomus.com.

Role Overview

We are looking for a Senior Fund Manager to join our Private Credit team in Chicago. The role involves mentoring and developing team members, serving as the primary point of contact for clients and their investors, auditors, and other stakeholders, and overseeing the production of financial statements and supporting schedules (including journal entries, trial balances, and capital activity). You will review investor allocations, ad-hoc investor communications, workpapers, unaudited financial statements, partners’ capital statements, and all reports for both limited and general partners. You will evaluate IRRs and returns, analyze management fees, incentive fees, and waterfall calculations, and ensure fund/account compliance with client agreements. You will manage client expectations and communicate deliverables clearly and promptly. You will assist with open items, auditor communications, 1099 form preparation, and onboarding for both new clients and new funds. You will contribute to ongoing Credit Fund automation projects, update senior team members on report and project status, monitor fund/account efficiencies, and implement improvements. You will work with senior team members on special client requests and assist in developing policies and procedures.

Responsibilities

Provide mentorship and leadership to the team, ensuring training and career development.
Act as the primary contact for clients, their investors, auditors, and other parties.
Manage the production and oversight of financial statements and supporting schedules, including journal entries, trial balances, and capital activity.
Review investor allocations, ad-hoc investor communications, workpapers, unaudited financial statements, partners’ capital statements, and all reports for both limited and general partners.
Perform reviews of IRRs and returns and discuss results.
Analyze management fees, incentive fees, and waterfall calculations.
Ensure fund/account compliance with client agreements.
Manage client expectations and communicate deliverables clearly and timely.
Assist with open items lists, auditor communications, 1099 form preparation, and onboarding for new clients and funds.
Review and assist in spearheading ongoing Credit Fund automation projects.
Communicate with senior team members on the status of reports and projects.
Monitor fund/account efficiencies and implement improvements.
Work with senior team members on special client requests.
Assist with the development of policies and procedures.

Your Profile

7+ years of professional experience
Bachelor’s degree in Accounting, Finance or similar
Expertise in Credit Fund Accounting and Bank Loan Markets operations
In-depth understanding of private credit and structured product investments
Experience preparing journal entries and other fund accounting processes (e.g. cash, investments, intercompany, credit facility, accruals, valuations, management fees, invoices, partner allocation, and carried interest)
Deep knowledge of Fund Accounting technology platforms
Advanced Microsoft Excel skills, including advanced formulas and pivot tables
Understanding of multiple vehicle structures including parallel, co-investor, blocker, feeder and holding company structures
Ability to quickly learn and understand Alter Domus’ accounting systems and reporting
Skilled at proactively identifying issues and recommend long-term solutions
Capacity to multitask, working on multiple client and/or fund deadlines
Effective communicator with clients
Capable of working both independently and on a team
Excellent attention to detail and analytical skills
Experience managing a team is a plus

Salary

Salary range depending on experience: $110,00-$150,000 #LI-HYBRID #LI-ES1

What We Offer

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include: Support for professional accreditations, Flexible arrangements, generous holidays, plus an additional day off for your birthday! Continuous mentoring along your career progression. Active sports, events and social committees across our office.

Location

Hybrid remote in Chicago, IL 60695

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Team Leadership Finance Jobs

Suitability Principal

Chief Financial Officer (CFO)

Director, Financial Reporting

Senior Accountant

Funds US Senior Manager

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