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Finance Giga Energy: Head of Project Finance

Head of Project Finance builds and leads capital formation strategy for AI infrastructure projects, managing lender relationships and structuring multi-hundred-million-dollar financing across power and data center assets.

Exec Remote Posted about 3 hours ago We Work Remotely — Programming
What this role involves

Headquarters: New York, NY. Remote, USA.
URL: http://gigaenergy.com

Why join Giga

  • The Pace: We're building at a speed most companies talk about but never actually operate at. If you've been bored somewhere else, you won't be here.
  • The Impact: Every person at Giga touches the work that matters. No layers, no waiting for approval chains. You'll see your fingerprints on what we ship.
  • The Team: A team of operators defining the future of AI infrastructure. We recruit A-players from the most innovative companies in the world, and they choose Giga because the work here means more.
  • The Moment: AI doesn't run without power, and that's us. Giga is the picks and shovels behind the AI revolution. This industry is about to explode, and you'll be in the room where it's already happening.

What you’ll do

The AI infrastructure buildout is the largest capital deployment cycle since the shale boom. Hundreds of billions of dollars will flow into power and data center assets over the next decade, and the people who build the financing playbooks now will define how this entire industry gets funded. This role sits at the center of that.

As Giga’s Head of Project Finance, you will own capital formation for the company. You will build the project finance function from the ground up — the team, the lender relationships, the capital strategy, and the financing playbooks that unlock nine- and ten-figure infrastructure deployments across power generation and data center assets. You will report directly to the CFO, work shoulder-to-shoulder with the CEO, and sit at the table with tier-one lenders, infrastructure funds, and tax equity investors as the principal, not the advisor.

This is not a role for someone looking to run a desk inside an established framework. You are inheriting a blank page. You will define how Giga finances its pipeline, hire the team that executes it, and set the standard for how this generational buildout gets funded.

This role comes with meaningful equity in a company at the inflection point of a generational buildout. If you’ve been waiting for the right moment to step into principal ownership of capital strategy at scale, this is it.

Where you’ll work

Remote. NYC Preferred

Responsibilities

  •   Own capital formation across the portfolio — set the financing strategy for Giga’s full pipeline of power and data center assets, determining how each project gets capitalized across debt, tax equity, sponsor equity, and alternative structures.
  •   Lead the project finance function end to end — from originating lender and investor relationships, to structuring and negotiating facilities, to closing deals, to managing post-close compliance and reporting.
  •   Build and lead the team — hire, develop, and manage the project finance organization. Define the operating model, the review process, and the bar for financial rigor as the team scales from one to many.
  •   Structure and close financings at scale — negotiate non-recourse and limited-recourse debt facilities, construction financing, tax equity partnerships, back-leverage, holdco debt, and other structures with institutional lenders, infrastructure funds, and strategic partners.
  •   Serve as Giga’s principal face to the capital markets — own relationships with tier-one project finance banks, infrastructure funds, tax equity investors, and ratings agencies. Build the institutional credibility that unlocks favorable terms across the portfolio.
  •   Drive deals to close on Giga’s timelines — lead financial due diligence and lender-facing workstreams, coordinate across legal, engineering, and operations, and hold the pen on the financial narrative from term sheet through funding.
  •   Partner with the CEO and CFO on enterprise capital strategy — inform decisions on project selection, portfolio construction, capital allocation, and the corporate financing stack that sits above the project level.
  •   Represent the company to the board and investment committees — translate complex multi-layer financing structures into clear risk-return narratives for the board, external investors, and credit committees on the other side of the table.
  •   Build the internal financial infrastructure — models, templates, underwriting standards, governance, reporting cadences, and lender compliance systems that scale with deal volume as Giga grows.

Requirements

  •   10+ years in project finance, structured finance, or infrastructure finance, with a clear track record of leading deals from origination through close as the principal or lead banker — not as support.
  •   Proven record of closing large-scale non-recourse and limited-recourse debt facilities for physical infrastructure assets, including construction-phase financing, at sizes that have materially moved a portfolio.
  •   Deep experience structuring and negotiating across the full capital stack — senior debt, mezzanine, tax equity, back-leverage, and sponsor equity — with the judgment to know which structure fits which project.
  •   Demonstrated ability to build a function from scratch or rebuild one at inflection, including hiring and managing a team, setting the operating cadence, and establishing the standards.
  •   Established relationships across institutional lenders, infrastructure funds, and tax equity investors that you can activate from day one.
  •   Elite modeling fluency — you can build a project finance model from a blank spreadsheet, sculpt debt against complex cash flows, and defend every assumption in front of a credit committee. You also know when not to be the one in the model.
  •   Executive presence and narrative skill — you’re as credible in a board meeting as you are in a credit committee, and you can turn complex structures into clear risk-return stories for any audience.
  •   High agency and builder’s instinct — you are energized, not unnerved, by the prospect of writing the playbook rather than following one.

Bonus Points

  •   Direct experience financing power generation, energy, or data center infrastructure assets at scale.
  •   Deep familiarity with ITC/PTC tax credit structures and transferability provisions under the Inflation Reduction Act, including structuring transfer deals with corporate buyers.
  •   Senior background at an infrastructure-focused investment bank (Macquarie, Guggenheim, RBC, MUFG, KeyBanc) or an infrastructure fund (Stonepeak, GIP, Brookfield, IFM).
  •   Experience with equipment-level financing, sale-leaseback structures, or asset-backed lending for industrial or power assets.
  •   Experience leading a capital markets or project finance function inside an operating company, not just advising from the sell-side.
  •   MBA, CFA, or graduate degree in a quantitative field.
  •   Prior experience at a high-growth company during a scaling phase — you know what it feels like when the pace of the business outstrips the infrastructure, and you’re energized by that, not overwhelmed.

Benefits 

  • Subsidized health, dental, and vision insurance
  • Equity (options) in a rapidly growing startup
  • 401(k) with 4% employer match
  • Unlimited PTO
  • Parental leave
  • Healthcare and Dependent Care Flexible Spending Accounts (FSA) or Health Savings Account (HSA)
  • Commuter benefits
  • Monthly team onsites where all offices come in–person to collaborate

Who we hire

We hire people who thrive in chaos and get sharper under pressure. You don't wait to be told what to do, you spot the gap and fill it. When there's work to be done, you do it. You make decisions with the information you have, move fast, and adjust along the way. We're not looking for perfect; we're looking for people who get things done.

Equal Opportunity Employer Statement

Giga Energy is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as outlined by federal, state, or local laws. Giga Energy complies with all applicable labor laws, including the California Fair Employment and Housing Act (FEHA) and other relevant state and federal regulations. We provide reasonable accommodations for qualified individuals with disabilities and encourage applicants who require accommodations during the hiring process to contact us.

To apply: https://weworkremotely.com/remote-jobs/giga-energy-head-of-project-finance

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Finance Contact Government Services: Senior Accounting Technician

Senior accounting technician manages accounts payable, reimbursements, collections, and financial reconciliation for a federal agency using government accounting systems.

Mid Hybrid Posted about 3 hours ago We Work Remotely — Programming
What this role involves

Headquarters: Miami, FL / Remote / Hybrid / Tampa, FL
URL: http://cgsfederal.com

Senior Accounting TechnicianEmployment Type: Full-Time, Mid-LevelDepartment: Finance
CGS is seeking a Senior Accounting Technician to join our team supporting the mission of a large federal agency. This position will entail a wide range of duties including management of accounts payable, reimbursement activity, collections, and account oversight.
CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Adjustment of the payroll/labor transactions via re-org processing.- Correct and processes federal government travel in accordance with policies and regulations.· Verify, analyze, and maintain financial information used by the DOJ Office of the Comptroller.· Use various electronic software and databases, such as UFMS, JEDI and JEDI-2, SAFARI, E-2, and SAMS.gov, to analyze complex data sets.·  Use various software packages, databases, and online resources to record and retrieve financial data, particularly related to reimbursable and billing process.·Use a financial management system to track expenditures of multiple accounts.· Generate reconciliation reports from a financial management system and reconcile financial books /reports weekly.· Prepare financial reports and documentation for review and signature by DOJ Office of the Comptroller Management and numerous other U.S. Government agencies.·Assist and provide support to other sections of DOJ in UFMS transaction processing and provide suggestion in system errors resolutions.· Compose memorandums, referencing financial reports and activities, as well as letters to the outside vendors and agencies, as needed.· Composes and disseminates correspondence, prepares forms and financial documents, manage databases, maintains the office files, routes paperwork, schedules and assists with web conferences, prepares meeting room and office events.· Performs other duties, either as assigned or on own initiative, that are necessary for regular or special projects undertaken by the division.· Contributes to team efforts, as needed.
Qualifications:- Two-year degree in accounting or four-year degree in a related field (finance, business, banking, or economics) with 30 credit hours in accounting.- Knowledge of manual and automated accounting systems used by banking, financial and other institutions.- Experience working with commitments, obligations, and interagency reimbursement agreements.- Experience working with the quarterly review, accrual and closeout process.- Ability to provide analysis and technical support for a variety of financial activities.- Ability to identify and analyze change in budgetary and/or financial activities.- Ability to research and analyze financial data.- Must be a US Citizen upfront.- Must be able to obtain a Public Trust Clearance.
Ideally, you will also have:- UFSM, JEDI, SAFARI, E-2, and Excel proficiency.- Budgeting Cycle Management.- Financial Management.- Accounts payable (A/P) and Accounts receivable (A/R) management and processing.- Reimbursable agreements analysis and management.- Obligations processing and committed funds tracking.- Auditing and accounting services.- Cash flow analysis.- Statistical analysis.- Financial fraud-related research.- Electronic data acquisition and processing.- Systems analysis and administration.- Database user support.- Reporting.- Record Management.- Business legal compliance.- Special projects.- Analytical and critical thinking, time management and organization.- Excel proficiency with skills to include various formatting, sorting, and correction of data, and table manipulations, such as: Table array, Sum function, Max min function, Vlookup, Trim, Pivot table, Arithmetical formulas.
Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems.
For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.
Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
We care about our employees. Therefore, we offer a comprehensive benefits package.-         Health, Dental, and Vision-         Life Insurance-         401k-         Flexible Spending Account (Health, Dependent Care, and Commuter)-         Paid Time Off and Observance of State/Federal Holidays
Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Join our team and become part of government innovation!
Explore additional job opportunities with CGS on our Job Board:https://cgsfederal.com/join-our-team/
For more information about CGS please visit: https://www.cgsfederal.com or contact:Email: [email protected]
#CJ$87,360 - $126,186.67 a yearWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

To apply: https://weworkremotely.com/remote-jobs/contact-government-services-senior-accounting-technician

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Finance Conexwest: Financial Controller

Financial Controller oversees accounting operations, financial reporting, budgeting, compliance, and strategic financial planning for a container logistics company.

Senior Remote Posted about 3 hours ago We Work Remotely — Programming
What this role involves

Headquarters: Remote
URL: http://conexwest.com

We are seeking an experienced Financial Controller to lead the accounting and financial operations of our growing container logistics company. This role is responsible for financial reporting, budgeting, cash flow management, compliance, and providing strategic financial insights to support business growth.

Key Responsibilities:

  • Oversee daily accounting operations, including AP, AR, payroll, and general ledger.
  • Prepare monthly, quarterly, and annual financial statements.
  • Manage budgeting, forecasting, and cash flow planning.
  • Ensure compliance with U.S. GAAP, tax regulations, and internal controls.
  • Analyze financial performance and provide recommendations to management.
  • Monitor operational costs, profitability, and key financial metrics.
  • Coordinate audits and work with external accountants and financial institutions.
  • Support executive leadership with financial planning and strategic decision-making.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field.
  • 5+ years of accounting or financial management experience.
  • Experience in transportation, logistics, trucking, or container operations preferred.
  • Strong knowledge of U.S. GAAP, financial reporting, and budgeting.
  • Proficiency with accounting and ERP systems.
  • Advanced Excel and financial analysis skills.
  • CPA designation is a plus.

What We Offer:

  • Competitive Pay & Benefits.
  • Remote work environment.
  • Growth opportunities within a dynamic organisation.
  • Collaborative and results-driven culture.

Join our team and help drive the financial success of a growing leader in container industry.

To apply: https://weworkremotely.com/remote-jobs/conexwest-financial-controller

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Finance ĹŚura: Manager, Global Financial Reporting

Manages preparation of quarterly and annual financial statements, SEC filings, and disclosures while ensuring regulatory compliance and financial reporting controls.

Mid Remote Posted about 4 hours ago We Work Remotely — Programming
What this role involves

Headquarters: Remote - United States
URL: http://ouraring.com

Our mission at Oura is to empower every person to own their inner potential. Our award-winning products help our global community gain a deeper knowledge of their readiness, activity, and sleep quality by using their Oura Ring and its connected app. We've helped millions of people understand and improve their health by providing daily insights and practical steps to inspire healthy lifestyles.

Empowering the world starts with living our values and empowering our team. As a quickly growing company focused on helping people live healthier and happier lives, we ensure that our team members have what they need to do their best work — both in and out of the office. 

We are seeking a Manager, Financial Reporting to play a critical role in strengthening and scaling the Company’s financial reporting function as the business continues to grow and operational complexity increases. Reporting to the Senior Manager, Financial Reporting, this role will support the preparation of high-quality financial statements and disclosures, drive reporting process maturity, and help build a scalable, well-controlled financial reporting environment.

This position will work cross-functionally to ensure accurate, timely, and consistent financial reporting across the organization while supporting audit execution, internal controls, and public-company readiness initiatives.

Key Responsibilities

  • Lead the end-to-end preparation, drafting, and compilation of quarterly (Form 10-Q) and annual (Form 10-K) financial statements, including complex footnotes, disclosures, and Management’s Discussion and Analysis (MD&A).
  • Prepare consolidated and standalone financial statements and disclosures to support both global regulatory reporting and local statutory requirements.
  • Stay abreast of evolving SEC regulations, PCAOB standards, and FASB updates; evaluate their impact and update accounting and financial reporting policies accordingly.
  • Support the monthly and quarterly close processes, ensuring accurate, complete, and timely financial reporting that meets accelerated public-company timelines.
  • Support the consistent application of U.S. GAAP accounting policies across global subsidiaries through technical guidance and structured review.
  • Review significant contracts, M&A activities, and unique transactions to assess financial reporting, accounting treatment, and SEC disclosure implications.
  • Act as a primary liaison for external auditors, managing audit deliverables, timelines, and the resolution of complex reporting and disclosure issues.
  • Strengthen the control environment by identifying and mitigating financial reporting risks through proactive Internal Control over Financial Reporting (ICFR) monitoring.
  • Lead financial reporting process documentation efforts (XBRL tagging review, disclosure checklists), identify control gaps, and support remediation initiatives.
  • Drive continuous improvement, automation, and standardization in financial reporting workflows to reduce close cycle times.
  • Support long-term scalability and readiness for public-company reporting requirements, ensuring reporting infrastructure keeps pace with company growth.

Qualifications & Experience

  • Education & Certification: Bachelor’s degree in Accounting; CPA license required.
  • Experience: 7+ years of progressive experience with financial reporting experience at a publicly traded company.
  • SEC Technical Expertise: Proven, hands-on experience preparing and reviewing Form 10-K and Form 10-Q filings, with a strong command of SEC rules, regulations, and U.S. GAAP.
  • Systems & Tools: Familiarity with modern financial reporting and SEC filing software (e.g., Workiva, ActiveDisclosure) and ERP systems (e.g., NetSuite, SAP) is highly preferred.
  • Execution Skills: Highly self-directed and accountable, with a proven ability to deliver against strict SEC timelines and competing demands.
  • Soft Skills: A collaborative critical thinker who can work effectively across functions and levels, foresee potential reporting obstacles, and propose alternative, compliant approaches.

Benefits 

At ŌURA, we care about you and your well-being. Everyone here at ŌURA has a ring of their own and we are continually looking to improve employee health and add to our benefits!

What we offer:

  • Competitive salary and equity packages
  • Health, dental, vision insurance, and mental health resources
  • An ĹŚURA Ring of your own plus employee discounts for friends & family
  • 20 days of paid time off plus 13 paid holidays plus 8 days of flexible wellness time off
  • Paid sick leave and parental leave
  • Amazing culture of collaborative and passionate coworkers

ĹŚURA takes a market-based approach to pay, which may vary depending on your location. US locations are categorized into tiers based on a cost of labor index for that geographic area. While most offers will be closer to the starting range, successful candidates' pay will be determined based on job-related skills, experience, qualifications, work location, internal peer equity, and market conditions. These ranges may be modified in the future.

  • Region 1: $143,000 - $169,000
  • Region 2: $130,000 - $153,000
  • Region 3: $117,000 - $138,000

A recruiter can determine your zones/tiers based on your US location.

Oura is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. Individuals seeking employment at Oura are considered without regard to age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. We will not tolerate discrimination or harassment based on any of these characteristics.

We will work to ensure individuals with disabilities are provided reasonable accommodation to participate in the interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Disclaimer: Beware of fake job offers!
We’ve been alerted to scammers posing as ŌURA recruiters, especially for remote roles. Please note:

  • Our jobs are listed only on the ĹŚURA Careers page and trusted job boards.
  • We will never ask for personal information like ID or payment for equipment upfront.
  • Official offers are sent through Docusign after a verbal offer, not via text or email.

Stay cautious and protect your personal details.

To all recruitment agencies: Oura does not accept agency resumes. Please do not forward resumes to our jobs alias, Oura employees, or any other organization's location. Oura is not responsible for any fees related to unsolicited resumes.

To apply: https://weworkremotely.com/remote-jobs/oura-manager-global-financial-reporting

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Finance Payroll Specialist – Belgium

Manages payroll processing, compensation, and employee payment administration for a global remote workforce.

Mid Remote Posted about 11 hours ago Jobicy AI
What this role involves
About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage...
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Finance Manager, Assurance Services at Mize CPAs Inc.

Manager oversees audit engagements, coaches accounting staff, and develops client relationships while managing Employee Benefits Plans audits at a CPA firm.

Mid Hybrid Posted about 22 hours ago RemoteFirstJobs Product
What this role involves

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Assurance team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join their dynamic team.

Responsibilities:

  • Conducting multiple auditing projects and client engagements
  • Effectively communicating with partners, staff and clients regarding expectations, status of engagements and other matters
  • Initiating an active role in marketing our firm services resulting in new business
  • Continuously fostering relationships with coworkers and clients
  • Minimal travel

Qualifications:

  • Developed specialties in Employee Benefits Plans
  • 4-year bachelor’s degree in Accounting
  • Master’s degree preferred
  • 4-7 years of experience working for a public accounting firm
  • Energetically managing, coaching, and developing staff accountants
  • Analytical skills in relation to financial statements and other financial information
  • Effective written and verbal communication skills with clients and co-workers
  • Demonstrating initiative and willingness to lead, make decisions, and work independently
  • Licensed CPA

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Finance Senior Accounting Associate - Real Estate at Mize CPAs Inc.

Senior accounting associate manages real estate client accounting, financial reporting, lease reconciliations, and serves as primary point of contact for daily client deliverables.

Senior Posted about 22 hours ago RemoteFirstJobs Product
What this role involves

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Real Estate Client Accounting Services team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team.

The Senior Accounting Associate – Real Estate acts as the primary point of contact for clients on a day-to-day basis and is responsible for ensuring that all deliverables outlined in the MSA’s are met. Senior Accounting Associates are highly client-facing, proactive, and spend the majority of their time focused on client interaction to provide a hands-on white glove level of service to the clients we serve. This is a very hands-on role within a highly collaborative, fast-paced, fast-growing, team-based delivery model.

Position Responsibilities:

  • Collaborates with global team on a daily basis to foster a highly collaborative and productive team environment
  • Acts as primary point of contact for clients
  • Completes ad hoc projects for clients as needed that require “rolling up your sleeves” and completing tasks for clients
  • Completes review of draft work papers and financials provided by global team and provides review notes back to the team
  • Perform variance analysis and deliver actionable commentary for client review
  • Ensures timely completion of client deliverables outlined in MSA’s, including sending monthly financial reporting packs to clients
  • Manage rent rolls, CAM reconciliations, lease schedules, and tenant ledgers
  • Oversee accounts payable and receivable for property operations
  • Utilize property management systems (e.g., Yardi, MRI) alongside CAS platforms
  • Assist clients during annual audits and coordinate with external auditors
  • Ensures sound awareness of the client deliverables and manages scope creep
  • Highly client facing – prioritizes client contact over emails
  • Focuses on providing proactive advice and notifications to clients throughout the month
  • Mentor junior staff and contribute to team development initiatives
  • Demonstrates understanding of Aprio services so that organic growth opportunities for services are identified

Qualifications:

  • Bachelor of Accounting, CPA preferred
  • Industry-specific experience: 4+ years of property accounting experience, ideally in a client service environment
  • Delivers month-end financials and advisory work to clients
  • Proficient in knowledge of US GAAP, and strong knowledge of real estate accounting principles and property management systems
  • Fosters an environment of continuous learning, seeking to become technically strong within the segment you serve
  • Positive, highly professional attitude and desire to work within a global team

$73,000 - $117,500 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

The application window is anticipated to close on July 6th and may be extended as needed.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Finance Finance Business Partner, G&A at Cloudflare

Finance Business Partner develops financial strategy, manages capital allocation, and provides FP&A guidance to senior corporate leaders across G&A functions.

Senior Hybrid Posted about 22 hours ago RemoteFirstJobs Product
What this role involves

About Us

At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.

At Cloudflare, we’re not looking for people who wait for a polished roadmap; we’re looking for the builders who see the cracks in the Internet that everyone else has simply learned to live with. We value candidates who have the instinct to spot a “normalized” problem and the AI-native curiosity to create a solution using the latest tools. Our culture is built on iteration, leveraging AI to ship faster today to make it better tomorrow, while ensuring that every improvement, no matter how small, is shared across the team to lift everyone up. If you’re the type of person who values curiosity over bureaucracy, and that AI is a partner in solving tough problems to keep the Internet moving forward, you’ll fit right in.

Available Locations: Austin, TX

Role Summary

We are looking for an exceptional Finance Business Partner to join our FP&A team and act as the primary financial partner to Cloudflare’s CFO, CAO, CIO, and other senior corporate leaders. In this role, which has been elevated to meet the demands of our next phase of global growth, you will completely own the financial strategy, capital allocation, and budgeting for approximately half of our G&A footprint.

The ideal candidate is a high-performing strategic thinker who can effortlessly blend rigorous financial engineering with executive-level storytelling. We are seeking a professional with an extreme ownership mindset who thrives on high visibility and can drive operational structure in a fast-paced environment. If you are analytical, proactive, and eager to grow into a trusted advisor in a rapidly evolving technological landscape, this is your opportunity to make a real impact..

Role Responsibilities

  • Partner directly with executive leadership (CFO, CAO, CIO) to translate complex operational decision-making and technological roadmaps into rigorous financial plans, budgets, and headcount allocation strategies.
  • Design, automate, and implement repeatable forecasting processes leveraging AI to replace manual efforts and optimize efficiency as the business scales.
  • Build, maintain, and stress-test sophisticated financial models to guide capital allocation decisions and evaluate major enterprise vendor investments.
  • Deliver boardroom-ready monthly financial reporting, flux analyses, and variance commentary that proactively explain business drivers and outline concrete, strategic next steps for leadership.
  • Collaborate deeply with the Accounting organization during month-end close to ensure flawless data integrity, reporting accuracy, and corporate compliance across your coverage areas.
  • Coordinate cross-functionally to ensure a unified approach to Cloudflare’s annual and long-range operating plans.
  • Design and implement scalable, automated workflows and repeatable processes that support our rapid global growth.
  • Contribute to long-range planning and annual operating plan development for G&A functions, tracking industry trends to maintain market competitiveness.

Role Requirements (Must-Have Skills)

Must-Have Skills

  • 7-8+ years of progressive corporate finance experience in FP&A, strategic finance, corporate development, or a closely related analytical field.
  • Proven background working within public SaaS or multinational corporate environments, demonstrating a deep understanding of SaaS metrics and corporate infrastructure costs.
  • Advanced financial modeling and data manipulation capabilities within Excel or Google Sheets, with a history of building complex, flexible models from scratch.
  • Strong operational mindset with a passion for process optimization, automation, and scale within an AI-assisted corporate ecosystem.
  • Exceptional verbal and written communication skills, with a demonstrated ability to challenge senior leaders constructively and distill dense financial data into crisp executive narratives.
  • A proven track record of absolute autonomy, showing the ability to successfully drive projects, write playbooks, and establish structure in ambiguous situations.
  • Intellectually curious with a problem-solving orientation—ability to break down complex issues and build automated, data-driven solutions.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

Nice-to-Have Skills

  • Hands-on proficiency navigating and building within enterprise platforms such as Anaplan, Oracle, and Workday.
  • An MBA, CPA, or CFA designation is a distinct plus.

Equity

This role is eligible to participate in Cloudflare’s equity plan.

Benefits

Cloudflare offers a complete package of benefits and programs to support you and your family.  Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun!  The below is a description of our benefits for employees in the United States, and benefits may vary for employees based outside the U.S.

Health & Welfare Benefits

  • Medical/Rx Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Accounts
  • Commuter Spending Accounts
  • Fertility & Family Forming Benefits
  • On-demand mental health support and Employee Assistance Program
  • Global Travel Medical Insurance

Financial Benefits

  • Short and Long Term Disability Insurance
  • Life & Accident Insurance
  • 401(k) Retirement Savings Plan
  • Employee Stock Participation Plan

Time Off

  • Flexible paid time off covering vacation and sick leave
  • Leave programs, including parental, pregnancy health, medical, and bereavement leave

What Makes Cloudflare Special?

We’re not just a highly ambitious, large-scale technology company. We’re a highly ambitious, large-scale technology company with a soul. Fundamental to our mission to help build a better Internet is protecting the free and open Internet.

Project Galileo: Since 2014, we’ve equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare’s enterprise customers–at no cost.

Athenian Project: In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we’ve provided services to more than 425 local government election websites in 33 states.

1.1.1.1: We released1.1.1.1 to help fix the foundation of the Internet by building a faster, more secure and privacy-centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer-focused service Cloudflare has ever released. Here’s the deal - we don’t store client IP addresses never, ever. We will continue to abide by our privacy commitment and ensure that no user data is sold to advertisers or used to target consumers.

Sound like something you’d like to be a part of? We’d love to hear from you!

Please note that applicants who progress to the offer stage of the interview process may be asked to attend an in-person interview within one of the Cloudflare Offices or Cloudflare Hubs.  More details about this will be available at that stage of the interview process.

This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license.

Cloudflare is proud to be an equal opportunity employer.  We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness.  All qualified applicants will be considered for employment without regard to their, or any other person’s, perceived or actualrace, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law. We are an AA/Veterans/Disabled Employer.

Cloudflare provides reasonable accommodations to qualified individuals with disabilities.  Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.  If you require a reasonable accommodation to apply for a job, please contact us via e-mail at hr@cloudflare.com or via mail at 101 Townsend St. San Francisco, CA 94107.

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Finance Business Finance Analyst & Project Controls at Dexterra Group

Analyzes financial performance and project controls across contracts, preparing monthly statements, variance reports, and forecasts while monitoring burn rates and profitability metrics.

Mid Hybrid Posted about 22 hours ago RemoteFirstJobs Product
What this role involves

Company Description

WHO ARE WE?

We’ve been serving clients for over 75 years. The companies that began independently and now form Dexterra Group have an outstanding record of supporting the infrastructure and built assets that play a vital role in our society and helping our clients achieve higher performance and productivity. Powered by passionate people, we bring the right teams with the right skills together – offering both experience and regional expertise so companies can operate their day to day, confidently and successfully.

Job Description

WHAT’S THE ROLE?

We are seeking a Business Finance Analyst (Hybrid Finance & Project Controls) to support both operations finance and construction project delivery. Reporting to the Director of Operations, this role sits at the intersection of business finance, contract management, and project controls, providing end-to-end financial oversight across site development and hospitality operations.

The role is responsible for tracking financial performance and burn rates at the contract level, including both client agreements and subcontractor commitments, ensuring alignment between execution, cost performance, and forecast outcomes. This position partners closely with operations, project teams, and finance to drive disciplined, data-driven decision-making across all active and upcoming projects.

We look forward to meeting you!  Please include a brief 2–4 sentence summary (at the very top of your resume or in a cover letter) highlighting the employer and role where you supported month-end close activities (including accruals and allocations) and one role where you performed project controls tasks as described in the key responsibilities below.

Key Responsibilities

Financial Planning, Reporting & Analysis

  • Prepare monthly financial statements by contract, project, and business unit vs budget and forecast
  • Perform variance analysis at contract and site level, identifying drivers and recommending corrective actions
  • Support annual budgets, rolling forecasts, and long-range business planning
  • Analyze site-level profitability, cost structures, and key financial KPIs

Project Controls & Contract-Level Financial Management

  • Act as a project controls partner, supporting cost tracking, forecasting, and financial governance across projects
  • Monitor and report on burn rates and financial performance for each signed contract, including:
    • Client contracts (revenue, billing, margin performance)
    • Subcontractor agreements (cost commitments, accruals, cost-to-complete)
  • Maintain contract-level cost tracking models for both site development and hospitality operations
  • Support cost-to-complete forecasting and early identification of financial risks and overruns
  • Ensure alignment between contract scope, execution progress, and financial reporting

Operations Support & Business Partnering

  • Partner with operations leadership and project teams to improve financial performance and cost discipline
  • Provide insight into cost drivers, productivity, and operational efficiency
  • Support decision-making through scenario analysis, business cases, and ad hoc financial modeling

Accounting, Close & Controls

  • Support month-end close, including accruals, allocations, and revenue recognition considerations
  • Assist with balance sheet reconciliations and general ledger review
  • Ensure compliance with U.S. GAAP, SOX requirements, and internal financial controls
  • Support audits and documentation for internal and external stakeholders

Reporting & Governance

  • Prepare financial reporting packages for leadership and key stakeholders
  • Develop and maintain standardized reporting for contract performance, burn rates, and project KPIs
  • Ensure data integrity and consistency across financial and operational systems

WHAT’S IN IT FOR YOU?

  • Competitive salary
  • Benefits package benefits
  • 401(k) with company match
  • Paid time off
  • Growth and development opportunities

Follow Dexterra Group on LinkedIn.

Qualifications

WHO ARE WE LOOKING FOR?

  • Bachelor or Associate degree in Finance, Accounting, or Business
  • 2+ years of financial analysis and/or project controls
  • Experience in contract or operations-based environments preferred
  • Knowledge of U.S. GAAP and financial reporting
  • CPA (or working toward) is an asset
  • Advanced Excel (modeling, pivot tables, data analysis)
  • ERP systems experience (SAP, Oracle, NetSuite, Dynamics)
  • Experience with reporting/BI tools (Power BI, Tableau) is an asset
  • Strong analytical and problem-solving skills
  • High attention to detail
  • Ability to manage multiple priorities
  • Strong communication and stakeholder engagement
  • Ability to translate financial results into operational insights

Additional Information

Dexterra is an Equal Opportunity Employer. We do not discriminate in employment based on race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected by applicable law.

#IND1

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Finance Senior Accounting Associate - Real Estate at Mize CPAs Inc.

Senior accountant manages client relationships and real estate accounting deliverables including financial reporting, variance analysis, lease schedules, and property operations oversight.

Senior Posted about 22 hours ago RemoteFirstJobs Product
What this role involves

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Real Estate Client Accounting Services team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team.

The Senior Accounting Associate – Real Estate acts as the primary point of contact for clients on a day-to-day basis and is responsible for ensuring that all deliverables outlined in the MSA’s are met. Senior Accounting Associates are highly client-facing, proactive, and spend the majority of their time focused on client interaction to provide a hands-on white glove level of service to the clients we serve. This is a very hands-on role within a highly collaborative, fast-paced, fast-growing, team-based delivery model.

Position Responsibilities:

  • Collaborates with global team on a daily basis to foster a highly collaborative and productive team environment
  • Acts as primary point of contact for clients
  • Completes ad hoc projects for clients as needed that require “rolling up your sleeves” and completing tasks for clients
  • Completes review of draft work papers and financials provided by global team and provides review notes back to the team
  • Perform variance analysis and deliver actionable commentary for client review
  • Ensures timely completion of client deliverables outlined in MSA’s, including sending monthly financial reporting packs to clients
  • Manage rent rolls, CAM reconciliations, lease schedules, and tenant ledgers
  • Oversee accounts payable and receivable for property operations
  • Utilize property management systems (e.g., Yardi, MRI) alongside CAS platforms
  • Assist clients during annual audits and coordinate with external auditors
  • Ensures sound awareness of the client deliverables and manages scope creep
  • Highly client facing – prioritizes client contact over emails
  • Focuses on providing proactive advice and notifications to clients throughout the month
  • Mentor junior staff and contribute to team development initiatives
  • Demonstrates understanding of Aprio services so that organic growth opportunities for services are identified

Qualifications:

  • Bachelor of Accounting, CPA preferred
  • Industry-specific experience: 4+ years of property accounting experience, ideally in a client service environment
  • Delivers month-end financials and advisory work to clients
  • Proficient in knowledge of US GAAP, and strong knowledge of real estate accounting principles and property management systems
  • Fosters an environment of continuous learning, seeking to become technically strong within the segment you serve
  • Positive, highly professional attitude and desire to work within a global team

$73,000 - $117,500 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

The application window is anticipated to close on July 6th and may be extended as needed.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Finance Payroll Analyst

Manages payroll processing, tax compliance, and employee compensation records for a large organization.

Junior Posted about 22 hours ago Himalayas
What this role involves
Company:US6440 Sysco Business Services, Division of Sysco Resources Services, LLCSales Territory:NoneZip Code:77077Travel Percentage:0Compensation Range:$64,200.
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Finance Bookkeeper / Accountant (AU)

Manages bookkeeping and accounting tasks including financial records, reconciliation, and reporting for clients.

Posted about 22 hours ago Himalayas
What this role involves
Category: Financial Services Location: Pasig Central Post Office National Capital Region (Manila) Philippines Empower Your Career with OutForce BPO PhilippinesWho’s OutForce?
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Finance Hypersonix: Finance & Accounts Executive (US SaaS Startup)

Finance associate manages day-to-day accounting operations, AR/AP, financial reporting, and SaaS revenue recognition for a US startup.

Mid Remote Posted about 24 hours ago We Work Remotely — Programming
What this role involves

Headquarters: Remote
URL: http://hypersonix.ai

About the Role:
We are seeking a proactive and analytical Finance Associate to support day-to-day finance operations, reporting, and compliance. This role is designed for early-career professionals passionate about building a career in corporate finance and accounting. You’ll play a key role in maintaining accurate books, preparing reports, and supporting audits within a growing SaaS organization.

Key Responsibilities:
  • Manage day-to-day Finance & Accounting operations
  • Handle Accounts Payable (AP), Accounts Receivable (AR), billing, collections, and reconciliations
  • Support monthly, quarterly, and annual financial close processes
  • Prepare financial statements, schedules, and MIS reports
  • Ensure accounting activities are compliant with US GAAP
  • Support SaaS revenue accounting, deferred revenue, accruals, and prepaid accounting
  • Coordinate audits, compliance, and finance documentation
  • Assist the Finance Director on finance projects, reporting, controls, and process improvements
  • Work cross-functionally with business, HR, payroll, and operations teams
Key Skills & Qualifications:
  • B.Com, or M.Com  - Min Grad
  • Professional certifications - CA (Semi-qualified/Qualified)/CMA
  • 4–6 years of relevant Finance & Accounting experience
  • Must have experience working with a US startup OR managing accounting/reporting under US GAAP and compliances
  • Minimum 2–3 years of software/SaaS industry experience required
Strong hands-on experience in:
  • AP / AR operations
  • General Ledger (GL)
  • Month-end close
  • Financial statements
  • Account reconciliations
  • Compliance & audit support
  • Good understanding of SaaS finance operations including:
  • Revenue recognition
  • Deferred revenue
  • Subscription billing
  • Collections & renewals support
  • Customer invoicing cycles
  • Familiarity with ASC 606 preferred
  • Strong Excel skills and experience with ERPs such as QuickBooks, Zoho, Xero or similar ERPs used by Global startups.
  • Startup Skills Required
  • High ownership and execution-driven mindset
  • Ability to work independently with minimal supervision
  • Comfortable handling multiple priorities in a fast-paced startup environment
  • Strong attention to detail and process orientation
  • Problem-solving attitude with willingness to “roll up sleeves”
  • Good communication and stakeholder coordination skills
  • Ability to build structure and improve finance processes as the company scales

This is a hands-on operational finance role, not a purely managerial position. We are looking for someone dependable, detail-oriented, and proactive who can own finance operations while partnering closely with the Finance Director.
 

To apply: https://weworkremotely.com/remote-jobs/hypersonix-finance-accounts-executive-us-saas-startup

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Finance Payroll Coordinator

Processes payroll and HR data in Paylocity, manages employee records, handles payroll reporting and compliance, and supports benefits administration.

Junior Remote Posted 2 days ago RemoteOK Dev
What this role involves
Description

Payroll Coordinator – Remote (TX or GA)

Schedule: Monday–Friday, 8:00 AM – 4:30 PM

Pay Range: $18–20 per hour DOE

Join Our Payroll Team

Northwest Cascade, Home of Honey Bucket, is seeking a detail-oriented Payroll Coordinator to support payroll operations for our growing, employee-owned company. This role is ideal for someone with at least one year of payroll experience who enjoys working with numbers, systems, and processes while providing excellent service to employees and managers.

The successful candidate will be highly organized, accurate, and comfortable handling sensitive employee information in a fast-paced environment.

What You'll Do

  • Process and audit employee payroll and HR data in Paylocity
  • Ensure new hire onboarding and employee records are completed accurately
  • Enter and review employee status, wage, and deduction changes
  • Assist with payroll reporting, billings, reconciliations, and audits
  • Respond to Verifications of Employment (VOEs)
  • Support benefits administration and employee data maintenance
  • Run and distribute recurring payroll reports
  • Respond to employee and manager payroll-related inquiries
  • Assist with payroll compliance and recordkeeping requirements
  • Provide administrative support to the Payroll Team
  • Perform other duties and special projects as assigned

Requirements

What We're Looking For

  • Minimum one year of payroll experience
  • Experience working in a payroll or HRIS system required; Paylocity experience preferred
  • Strong attention to detail and commitment to accuracy
  • Intermediate to advanced Excel skills, including formulas, VLOOKUPs, pivot tables, and data analysis
  • Ability to maintain confidentiality and handle sensitive information professionally
  • Strong organizational and time management skills
  • Team-oriented mindset with a willingness to support a variety of payroll and administrative tasks
  • Curious and proactive approach to problem-solving and process improvement
  • Excellent written and verbal communication skills

What We Offer

  • Employer-paid Medical, Dental, and Vision Insurance
  • 401(k) with Company Match
  • Remote Work-from-Home Monthly Stipend
  • Paid Time Off
  • Tuition Reimbursement
  • Full-Time, Year-Round Stability

Why Northwest Cascade, Home of Honey Bucket?

At Northwest Cascade, we believe in developing our people and promoting from within. You'll join a supportive team where your work directly impacts employees across multiple states and business operations.

  • Employee-owned company
  • Opportunities for growth and career advancement
  • Hands-on payroll training and professional development
  • Stable schedule and fully remote work environment
  • Collaborative team culture focused on continuous improvement

Our Core Values: Customer Focus. Can Do Attitude. Be Accountable. Commitment.

Equal Opportunity Employer

Northwest Cascade, Inc. is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive workplace where employees of all backgrounds feel respected, valued, and empowered to succeed. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by applicable law.
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Finance Manager, Assurance Services at Mize CPAs Inc.

Manager conducts audit engagements, coaches accounting staff, and generates new business for a CPA firm while maintaining client relationships.

Mid Hybrid Posted 2 days ago RemoteFirstJobs Product
What this role involves

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Assurance team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join their dynamic team.

Responsibilities:

  • Conducting multiple auditing projects and client engagements
  • Effectively communicating with partners, staff and clients regarding expectations, status of engagements and other matters
  • Initiating an active role in marketing our firm services resulting in new business
  • Continuously fostering relationships with coworkers and clients
  • Traveling 15-20% of the time

Qualifications:

  • 4-year bachelor’s degree in Accounting
  • Master’s degree preferred
  • Licensed CPA
  • Developed specialties in Real Estate, Manufacturing & Distribution, and/or Retail
  • 4-7 years of experience working for a public accounting firm
  • Energetically managing, coaching, and developing staff accountants
  • Analytical skills in relation to financial statements and other financial information
  • Effective written and verbal communication skills with clients and co-workers
  • Demonstrating initiative and willingness to lead, make decisions, and work independently

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Finance Accountant at Qualtrics

Accountant manages accounting processes, collaborates with business partners on financial matters, and identifies automation opportunities to improve team efficiency.

Junior Posted 2 days ago RemoteFirstJobs Product
What this role involves

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.

Accountant

Why We Have This Role

Qualtrics is looking for an energetic and self-motivated individual to join our Finance team. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a well-spoken, hard-working and self-starting accountant with excellent social skills. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you!

How You’ll Find Success

  • You are highly communicative and can effectively influence others, building trust within the team.

  • You serve as a resource for collaboration and thought-partnership for many members of the team.

  • You are a trusted resource for business partners, able to resolve complex problems effectively and efficiently.

  • You help find efficiencies by supporting the automation of accounting and other business processes.

  • You contribute to meaningful projects impacting the Accounting team by taking ownership of specific tasks, understanding stakeholder needs, and ensuring deadlines are met.

How You’ll Grow

  • You will deepen your technical expertise by learning to research complex accounting guidance and analyze US GAAP implications for the business.

  • You will evolve from identifying process gaps to owning the implementation of automation solutions that improve team efficiency.

  • You will grow your project management capabilities by taking ownership of strategic initiatives from conception through to execution.

  • You will expand your influence by building trusted partnerships with senior leaders and cross-functional teams across the organization.

Things You’ll Do

  • Own specific areas of the month-end close process, completing requirements on time and with accuracy, requiring minimal oversight.

  • Prepare journal entries and perform reconciliations with a strong understanding of US GAAP, knowing when to raise concerns or flag transactions for technical review.

  • Work with internal and external auditors.

  • Assist in the preparation of schedules and financial statements for annual audits.

  • Identify gaps in current systems and processes and propose potential solutions for automation.

  • Help with other accounting duties and ad-hoc requests as they come.

What We’re Looking For On Your Resume

  • Master’s degree in Accounting OR Bachelor’s degree in Accounting and a minimum of 1+ years of accounting experience.

  • Excellent problem-solving and analytical skills.

  • Ability to remain flexible in a fast paced and rapidly changing environment.

  • Knowledge of generally accepted accounting principles (GAAP).

  • Able to work within a team environment effectively, as well as function independently.

  • Great oral and written communication skills.

  • CPA certification is a plus.

  • Experience with NetSuite, VBA macros, AI and other data analytics tools.

What You Should Know About This Team

  • We have fun while doing our best as a Finance team. We’re a group of driven individuals who are intelligent, organized, and dedicated.

  • Goal-oriented approach: We pride ourselves on contributing to the company’s primary objectives. Every task we perform is aligned to these goals.

  • Analytical mindset: We provide timely, accurate data and analysis to help drive optimal business decisions across the organization.

  • Multifaceted roles: Our work goes beyond administrative tasks. We lead projects, improve processes, and drive team initiatives creating strong opportunities for professional growth.

  • Collaborative environment: Partnering across locations, we foster a culture of smooth communication and collaboration. We work together to accomplish our goals and support Qualtrics’ rapid growth.

Our Team’s Favorite Perks and Benefits

  • Qualtrics Annual Experience Program: $1,800 experience bonus after your first year.

  • Wellness bonus: Up to $1,200 annually.

  • Catered meals everyday, in-office snacks and cafe.

  • A worldwide, diverse community that enjoys helping each other.

  • Open, collaborative office spaces we’re proud of.

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

​​​​​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act

Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You’ll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.

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Finance Senior Accounting Associate, Aerospace, Defense, and Government at Mize CPAs Inc.

Senior Accounting Associate leads monthly close processes for government contracting clients, oversees staff accountants, and prepares GAAP financial statements and reconciliations.

Senior Remote Posted 2 days ago RemoteFirstJobs Product
What this role involves

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Outsourced Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their dynamic team.

Working in a highly experienced, high quality, collegial team of accounting professionals, the Senior Accounting Associate will lead the monthly close process for a set of clients in the Government Contracting sector. This position involves training and overseeing the work of Staff Accountants while completing the most technically complex tasks on the engagement and working with the engagement manager to provide superior customer service. This is an excellent opportunity for a corporate or public accountant who wants a highly rewarding position that works with various companies helping them move their business forward.

Position Responsibilities:

  • Establish and foster positive relationships with clients.
  • Ensure timely communication as to project status both internally and externally.
  • Work as part of a team to provide outsourced accounting services for multiple clients.
  • Preparation of balance sheet account reconciliations, GAAP based financial statement packages and supporting analytical worksheets
  • Preparation and oversight of client invoicing. Must have a comprehensive understanding of billing requirements for federal contractors.
  • Work closely with tax and audit associates to ensure GAAP accounting and tax accounting is accurate.
  • Become technically proficient in several cloud-based accounting software systems.
  • Prepare and review monthly close entries including payroll, fringe, prepaid and liability accruals.
  • Work independently in a highly flexible, remote model utilizing MS Teams

Qualifications:

  • 4 Year Accounting degree required
  • 2-4 Years experience in Accounting
  • Experience with QuickBooks and/or Unanet preferred
  • Superior time management and organization skills
  • Proficient in the use of Excel
  • Excellent written and verbal communication skills
  • Ability to work independently in a highly flexible, remote model utilizing MS Teams
  • Desire to provide top quality customer service

$90,000 - $125,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

The application window is anticipated to close on July 6th and may be extended as needed.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Finance Associate Paraplanner at Titan Wealth

Associate Paraplanner supports financial planning teams by conducting technical research, preparing documentation, and ensuring case files are compliant and ready for suitability reports.

Junior Onsite Posted 2 days ago RemoteFirstJobs Product
What this role involves

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

  • Undertaking technical research to support suitability reports and recommendations
  • Producing basic report writing and documentation to a high standard
  • Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
  • Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
  • Supporting the paraplanning team with case preparation and workflow management
  • Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

  • A minimum of 2 years’ experience within the financial services profession.
  • Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
  • Experience gained with Intelligent Office would be an advantage
  • Experience within Financial Services administration or a similar environment.
  • Experience of working with IT systems that support this service.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Finance Senior Paraplanner at Titan Wealth

Senior Paraplanner creates financial planning solutions, cash flow models, and suitability reports for wealth management clients while supporting advisers and managing client relationships.

Senior Onsite Posted 2 days ago RemoteFirstJobs Product
What this role involves

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

About the role

Our team in Newcastle is growing!

Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge?

You’ll play a key role in delivering an outstanding client experience by providing high‑quality technical and report‑writing support to our advisers. Working closely with our Paraplanning team, you’ll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose.

Responsibilities

  • Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
  • Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
  • Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
  • Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
  • Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requierments

  • A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
  • 2 years industry experience – as a minimum
  • Excellent administrative, research, report writing and communication skills
  • Excellent analytical skills with a preference for working in a structured, planned manner
  • Ongoing self-development to maintain appropriate level of CPD for role

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Finance Associate Paraplanner at Titan Wealth

Associate Paraplanner supports financial advisers by conducting technical research, preparing case documentation, and ensuring compliance for wealth management and retirement planning clients.

Junior Onsite Posted 2 days ago RemoteFirstJobs Product
What this role involves

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Edinburgh. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

We can off a clear development pathway within a structured paraplanning team. Exposure to varied and technically engaging cases, a supportive environment focused on quality, collaboration, and learning and an opportunity to continue progressing towards full Paraplanner/Advising status.

Responsibilities

  • Undertaking technical research to support suitability reports and recommendations
  • Producing basic report writing and documentation to a high standard
  • Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
  • Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
  • Supporting the paraplanning team with case preparation and workflow management
  • Maintaining a strong understanding of regulatory requirements and internal processes

Requirements

  • A minimum of 2 years’ experience within the financial services profession.
  • Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
  • Experience gained with Intelligent Office would be an advantage
  • Experience within Financial Services administration or a similar environment.
  • Experience of working with IT systems that support this service.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our benefits:

- Competitive salary

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description