Strategic planning jobs in Hoboken, New Jersey - Page 20Create job alerts

Founded in 1985, ATS is a company with a presence in the United States, Mexico and the United Kingdom. We are professionals in Industrial Maintenance, and we make factories run better. Principal Duties/Responsibilities: To Live and Lead Safety · Takes responsibility for employee safety and wellness by deploying the ATS safety program and ensuring effective completion of safety training, observations, and incident investigations. · Implements and actively supports all Beyond Zero initiatives · Enables the growth of a customer safety culture by a fostering a safety partnership and sharing best practices To Inspire and Provide Clarity on Vision and Strategy · Motivates employees by communicating a clear vision that enables all employees to understand the rationale for, and the benefit of, both site-level and company-wide objectives · Acts as an effective change agent, leading the implementation of strategic initiatives through positive team communications, appropriate action planning, and successful implementation activities · Understands and appropriately articulates both ATS and customer strategies, providing the team with line of sight between team responsibilities and strategic outcomes To Own Our ATS Culture · Builds positive relationships with ATS employees, customers, and peers through open communication and role-modeling the ATS leadership core competencies of honesty and respect · Sets a positive, influential standard for others and creates a constructive climate for their team · Influences with transparency and use participative methods to ensure that decisions are understood and accepted · Establishes a positive work environment through managing and personalizing onboarding; engaging in ongoing one-on-one communications; and recognizing individual contributions and achievements on a timely basis · Adheres to policies and procedures and ensures that staff understands the rationale behind policies and processes To Support Our Employees’ Learning and Growth · Leads and builds team capabilities by working with individuals on performance improvement, career planning, training, and skills development. · Develops, communicates, and executes a Skills Matrix and Technician Training Plan · Builds and maintains a succession plan for key positions (i.e., Supervisors, Supply Chain, P/S, RE) To Ensure and Drive our Business Results · Leads and ensures the Operating System is understood, reinforced, and embedded · Develops and executes a site-specific maintenance plan per ATS standards · Manages financial performance of the site (revenue, expenses, and profit) to achieve set objectives · Develops and maintains effective relationships with all ATS business units, fully utilizing their services and ensuring cross-functional alignment · Collaborates with and builds customer relationships to ensure priority alignment and proactively anticipates customer needs as the primary on site contact · Ensures alignment of customer expectations and ATS site goals through management of site-specific contracts · Communicates with the customer through daily, weekly, and monthly meetings and conducts a regular review of the performance metrics with the customer · Drives a continuous improvement methodology and promotes cost savings · Analyzes and reports on key performance indicators, completing root cause analyses and developing and executing action items while removing barriers and addressing issues · Collaborates with sales and operations leadership to increase the scope of services Knowledge, Skills, Abilities (KSAs), & Competencies: Essential KSAs: · Bachelor’s degree in technical, business, or a related field preferred or seven years of operations / maintenance experience · Three years of supervisory experience with a strong focus on development of employees · Resilient and flexible, able to multitask and prioritize with an innate ability to understand and accept change and motivate others around change · Highly tuned emotional intelligence with demonstrated ability to build relationships and lead teams with honesty and integrity to achieve goals · Solid understanding of manufacturing / assembly work environment · Business acumen · Positive influencer with appropriate levels of organization. · Strong customer focus with the ability to build positive business relationships and show a sense of urgency Desirable KSAs · Manufacturing maintenance experience preferred with related certifications and training · Good understanding of, and/or experience with, proactive/reliability maintenance processes, i.e., Planning/Scheduling, P/M, PdM, and root cause analysis, and continuous improvement methodologies · Good computer skills, including Microsoft applications and web-based applications such as Power BI, GEAC, Concur, Workday and related software · Time management skills · Ability to relocate to specified locations · Excellent communications skills (verbal, written, and presentation) · Agile, curious learner and authentic, credible teacher · Financial acumen and knowledge of forecasting and managing budgets Leadership Core Competencies: Business and Company Acumen Lead with honesty and integrity Build bold and relevant strategies Welcome and motivate change Recognize the right outcomes and how they were achieved Role model safety and wellness Emotional Intelligence Provide psychological safety Be self-aware Build relationships Ask for and act on feedback Respect diverse background and viewpoints Lead in the Present; Eye to the Future Commit to accountability Coach people to their potential Own talent development and placement Turn problems into opportunities Be resilient and flexible Communicate, Communicate, Communicate Practice transparency Build relationships through respect Be a curious learner and credible teacher Influence in a proactive, positive way Ensure cross functional awareness/decisions ATS is committed to providing equal employment opportunity in all aspects of employment to all applicants and employees, regardless of age, color, race, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, disability, veteran status, genetic information or other legally protected status.

Executive Engagement – Lead regular executive business reviews and strategic planning sessions to reinforce our client's value proposition and uncover new opportunities. SaaS account management, customer growth, or consultative sales with at least 3+ years selling to corporate legal departments. A

The Data Science Analyst I collaborates with stakeholders from across the organization to develop sophisticated analytics to provide information, insights and BI (Business Intelligence) solutions that contribute to sound strategic planning, decision-making, goal setting, and effective performance me

Location: Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Hoboken, Houston, Los Angeles, McLean, New York, Philadelphia, San Francisco, Seattle At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Strategy and Execution - Deal Technology - PE - Director The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Within EY-Parthenon's Strategy and Execution sub service line, the Deal Technology practice works on the most complex and high-profile global transactions, across a broad portfolio of clients and industry sectors. We are a group of experienced industry professionals with a background in IT who are serial transaction advisers, which enables us to bring a wealth of deep sector and functional knowledge to our clients. This role is focused on advising the Private Equity sector. As a team, we prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions, and people. Your key responsibilities As a Director with EY-Parthenon's Strategy and Execution Deal Technology practice, you will be a vital member of the team managing and executing IT focused projects across sectors. You'll work day to day with investment teams, operating partners, and C-Suite executives at middle market Portfolio companies. You will be developing and executing strategies for transactions. Part of your role will also involve developing experience in different types of engagements, including pre-deal (e.g., operational and carve-out planning) and post-deal (e.g., integration planning, value creation). Having a commercial mindset is key to this role. Skills and attributes for success * Build Trusted Relationships - ability to manage senior client relationships and influence client perspectives * Strong Problem Solving and Storytelling - be a lead for solving problems from beginning to end (problem identification, hypothesis development, synthesis, and recommendation with a compelling narrative) * Outcomes-driven - understand and translate client needs into approach and outcomes for project delivery * Effective through Collaboration - be part of project teams comprising colleagues from across the EY-Parthenon sub-service lines * Business and Commercially Driven - working in a fast-paced, exciting environment with strong business acumen to drive value to our clients * Business Development - ability to drive aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work * Talent Development - coach junior colleagues to become high-performing * Learning - learn and develop technical and personal skills to support achievement of career goals, through a blend of structured learning, coaching and experiences To qualify for the role, you must have * A bachelor's degree in business, Accounting, Finance, Engineering, Computer Science, Business Information and Operations Management, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience. * MBA is preferred. * Significant management consulting experience. * Excellent analytical skills and the confidence to translate complex data into meaningful insights. * Interest in understanding of how Private Equity dynamics work, navigating stakeholders across investment teams, operating partners/advisors, and leaders at the Portfolio Companies * Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis. * Experience leading and managing in complex business environments. * The ability to synthesize approaches to complex integration/divestiture conflicts. * Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally. * Expertise in a minimum of 4 of the following IT skillsets: * IT strategy * Enterprise architecture * Infrastructure and cloud architecture * Cyber and IAM architecture * Digital Technology Strategy * Digital IT operating model transformation * IT cost reduction * IT security / cyber * IT shared services * IT organization transformation * ERP implementation * Digital business enablement using digital technology enablers (i.e., advanced analytics, robotic process automation, virtual reality) * Cloud SaaS or PaaS (including Collaboration) strategy and delivery * Cloud IaaS or Data Center migration planning and execution * Identity and Access Management (IAM) / Active Directory services strategy * IT service management * Operations Center (e.g., NOC, SOC) or Managed Service Provider * IT TSA development * IT finance management * IT infrastructure management * IT outsourcing / offshoring * IT contract management * IT or Cyber Diligence * IT synergy identification * Data governance, separation, and transition * Integration and Separation Planning * Experience with and demonstrated success in at least one key business process such as procurement to pay, record to report, order to cash, plan to make, hire to retire. * Certifications in Agile, ITIL, PMP, Six Sigma, CISSP or CISA highly desired. * You must either reside in or be in a commutable distance to your office location for this position. * The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have * A proven record of excellence in an IT transactions role. * Experience gained within another large professional services organization. * Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. * Established networking skills in a relevant industry. What we look for We're interested in talented professionals with the ability to visualize our clients' goals, "think like an investor," and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . * We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. * Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. * Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

As an HCM Field Sales Representative at isolved, you will embark on an exhilarating daily journey filled with engaging client interactions and strategic planning. Are you a good fit for this HCM Field Sales Representative job?. To thrive as an HCM Field Sales Representative at isolved, you'll need a

Treasury Sales Officer III - Global FIG Insurance & Specialty New York, New York;Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges. At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. Responsibilities: * The Senior Treasury Sales Officer (TSO III) for the Global FIG Insurance & Specialty Finance Team will be responsible for managing a large portfolio of critical Non Bank Financial Institution Clients. * Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Insurance, Mortgage and broader Non Bank Financial Institution segments. The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards. * Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework. * Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution. * Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models. * Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development. * Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness. * Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics. * Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events. Required Qualifications: * Minimum of 10 years of relevant experience in banking, treasury and/or financial services * Ability to Travel between up to50%of time including long day and some overnight travel. * Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships. * Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments * Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders. * Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction. * Sound judgment in balancing client objectives, team priorities, and the bank's risk and control framework. * Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team. * Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts. * Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers. Desired Skills: * B.S. or B.A. in finance, accounting, management, or another undergraduate degree * Certified Treasury Professional Certification (CTP) or equivalent * MBA or Equivalent * International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience * Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success * Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities * Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo * Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. Skills: * Account Management * Business Development * Client Management * Client Solutions Advisory * Customer and Client Focus * Coaching * Portfolio Analysis * Presentation Skills * Relationship Building * Sales Strategy * Collaboration * Critical Thinking * Oral Communications * Prioritization * Prospecting Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Director of Nursing is responsible for the overall strategic planning for all clinical programs to ensure implementation of the mission, philosophy, patient care standards and nursing informatics to support quality nursing practice. Validates Associate Director/Clinical Nurse Manager competency

The organization is seeking a strategic pricing leader who can help shape best-in-class promotional, permanent, and clearance pricing strategies across the business. Partnering closely with merchandising, planning, finance, and senior leadership, this role will help drive pricing optimization, proce

Supervise and mentor Directors and Associate Directors, fostering career growth. As VP, Director, Strategic Planning, you will serve as a seasoned brand strategist and client-facing leader, navigating complex accounts and driving growth. Excellent communication, strategic thinking, and analytical sk

Managing a team of 12, the Maintenance Manager will ensure safe, efficient operations, optimize maintenance systems, and drive cost-effective solutions through strategic planning and robust leadership. Located on Overpeck Creek in Ridgefield, NJ, the station requires a leader to oversee all plant ma

The Coordinator, Brand Strategy & Planning is responsible for supporting the Brand Strategy and Planning team through the development of strategic initiatives and projects to achieve the business and branding goals of Cartier North America. Coordinator, Brand Strategy & Planning. Work closely with B

Senior Manager, Administrative Operations Lead. The NFL is hiring a Senior Manager, Administrative Operations Lead to serve as a strategic extension of the Chief Administrative Officer (CAO). Experience planning and leading strategic initiatives.

We're seeking a future team member for the role of Senior Wealth Marketing Programs Manager to join our Wealth Management Product Marketing team. Senior Wealth Marketing Programs Manager. Lead the planning and execution for strategic and 'always on' campaigns focused on investment management and wea

We are currently looking for a Senior Lead Compensation Consultant - REMOTE. In this critical role, you will deliver strategic compensation advice and guidance to HR partners, stakeholders, and business leaders. Support compensation planning cycles by advising on pay strategies.

A leading financial advisory firm is seeking a Chief of Staff to support the President of RGFO in strategic planning and execution.The role involves managing cross-functional initiatives, preparing leadership materials, and driving collaboration across teams.Ideal candidates should have 8-12 years i

Provide oversight and supervision to all aspects of the DYCD COMPASS program including assisting in setting program goals; contributing to the strategic planning process; Develop plans for strategically implementing program objectives. Help to support Daily functions of the OST-COMPASS program and i

The Policy Analyst will support the Office of Technology and Innovation (OTI) on special projects and strategic planning related to tech innovation, digital service delivery, and improved tech operations. Write, edit, and coordinate reviews of briefings, memos, and presentations to communicate compl

Policy Analyst for Technology & Innovation. The Policy Analyst will support the Office of Technology and Innovation (OTI) on special projects and strategic planning related to tech innovation, digital service delivery, and improved tech operations. Write, edit, and coordinate reviews of briefings, m

You will lead teams that use a variety of analytical and modeling techniques to assess and forecast potential decarbonization impacts on utility customers, utility infrastructure, costs, and GHG emissions, in order to provide insights that support gas utility strategic planning and regulatory effort

As an HCM Field Sales Representative at isolved, you will embark on an exhilarating daily journey filled with engaging client interactions and strategic planning. Are you a good fit for this HCM Field Sales Representative job?. To thrive as an HCM Field Sales Representative at isolved, you'll need a

Vivvi is seeking an experienced and strategic Director of Financial Planning &Analysis to lead our financial planning and analysis function and play a critical role in driving financial clarity and operational excellence across the organization. The Director of FP&A will oversee budgeting, forecasti

At EliseAI, we're improving the industries that matter most: housing and healthcare. As a Strategy & Planning - Senior Associate, you will play a key role in supporting the launch of strategic initiatives, contributing to market expansion efforts, and helping shape the overall execution of the compa

Conduct and support energy efficiency (EE), demand response (DR), distributed energy resource (DER), and building and transportation electrification potential studies and forecasting efforts. Support the development, maintenance, and/or refinement of models and tools used for strategic planning, NWA

This Jobot Job is hosted by: Karyn Spies Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are a rapidly growing, boutique firm committed to delivering exceptional client service and innovative solutions. We pride ourselves on a collaborative culture, strategic growth plans, and a strong financial foundation. We’re seeking a seasoned, in-person Director of Operations to partner with our Attorney CEO and Partners to drive operational excellence, empower our teams, and help scale the firm to new heights. Why join us? The Director of Operations works closely with the Owners and the fractional executive team on strategy, planning, leadership, culture, revenue generation and margins, policy, problem-solving, and decision-making. The Firm's Director of Operations manages the operations and business functions of the Firm and is a key position of trust within the Firm leadership. Job Details Responsibilities • Develop and execute the annual business plan and strategic calendar, • Lead firm-wide project management initiatives and quarterly goal setting, • Lead the office as a whole; supervise leadership team in HR, Production, Marketing, Intake/Sales, Accounting, and Administrative functions, • Oversee the HR department's execution of policies, compensation plans, performance evaluations, and employee relations, • Design, document, and continuously improve firm-wide policies, procedures, checklists, and templates, • Conduct audits and spot checks to ensure compliance and process efficiency, • Collaborate with the Managing Attorney on workflow design, case-management benchmarks, and case value development, • Monitor matter-flow pipelines to optimize throughput, profitability, and client experience, • Supervise accounting and finance functions and staff, including billing, collections, trust account management, and payroll, • Implement and track against annual budgets, forecast revenue, and analyze financial reports in collaboration with the CFO; liaise with fractional CFO, COO, and Firm Owners on annual budget creation, • Approve operational expenses and maintain financial controls, • Oversee IT strategy and system upgrades to ensure optimal technology use, • Guide Marketing and Intake/Sales teams to execute ROI-driven campaigns and lead-conversion strategies in coordination with the fractional CMO, • Bachelor’s degree in Business, Management, Accounting (or equivalent experience), • 8+ years of senior operations or COO/Director-level experience in a professional services environment; law firm experience strongly preferred, • Proven track record in budgeting, financial management, and human resources leadership, • Exceptional project management skills; ability to lead complex, cross-functional initiatives, • Highly tech-savvy with experience implementing and optimizing practice management and productivity software, • Bilingual (English/Spanish) at an advanced professional level preferred Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

100% Remote Senior Tax Manager / 300k / CPA This Jobot Job is hosted by: Christopher Mildyn Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $300,000 per year A bit about us: Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates' technical and industry skills and encourage growth. If you are a Tax Manager with client facing skills, then please read on…. Why join us? • Competitive Base Salary!, • Extremely Competitive Benefits Package!, • Diverse Client Relationships!, • Outstanding Career Growth!, • 100% Remote, • Profit Sharing, • PARTNER TRACK Job Details Job Details: We are seeking a highly experienced and dynamic Tax Manager to join our team in the mortgage industry. This position offers an exceptional opportunity to work remotely while leading and managing multiple operations related to taxation. The ideal candidate will possess substantial knowledge of High Net Worth, S Corp, Individual tax review, Estate Planning, real estate, and private foundations. The ability to mentor and coach staff, coupled with strong leadership qualities, is essential. The candidate must also have a proven track record in business development, with a particular focus on ultra-high-net-worth individuals. Responsibilities: As a Tax Manager, you will be responsible for: 1. Managing and overseeing the entire tax planning process for high net worth individuals, S Corp, and partnerships., 2. Reviewing complex tax returns including federal and multi-state returns for individuals, partnerships, corporations, and trusts., 3. Developing and maintaining strong relationships with clients through exceptional service and expertise in the field of taxation., 4. Providing mentorship, coaching, and leadership to junior staff, fostering a positive and inclusive work environment., 5. Assisting in the business development activities, including the creation and implementation of strategic tax planning for ultra-high-net-worth individuals., 6. Providing expert guidance on matters related to real estate, private foundations, and estate planning., 7. Ensuring compliance with state and federal tax laws and regulations., 8. Collaborating with the team to improve client satisfaction and overall business performance. Qualifications: To be considered for this position, you must possess the following qualifications: 1. Bachelor’s degree in Accounting or a related field. A Master’s degree or CPA certification is highly preferred., 2. A minimum of 7 years of experience in tax management, with a focus on high net worth individuals, S Corp, and partnerships., 3. Extensive experience in reviewing complex tax returns and offering tailored tax planning solutions., 4. Demonstrated leadership skills, with a proven ability to mentor and coach staff., 5. Strong business development skills, with a focus on serving ultra-high-net-worth individuals., 6. In-depth knowledge of estate planning, private foundations, and real estate., 7. Excellent communication and interpersonal skills, with a strong ability to build and maintain client relationships., 8. Proficiency in tax software and technology tools., 9. Previous experience in a public accounting firm is highly desirable., 10. Ability to work under pressure and meet tight deadlines, while maintaining attention to detail and accuracy. This position offers an excellent opportunity to grow and thrive within a dynamic, supportive environment. If you are a seasoned tax professional with a passion for delivering exceptional service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Public Accounting: Senior Assurance Manager Opportunity - Fully Remote option w/ a mid-size, top tier, full service CPA Firm This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $175,000 per year A bit about us: We are a full-service public accounting firm advising and assisting our clients with their accounting, tax, financial and strategic planning needs. We created an environment of higher standards – not only in terms of what our clients expect of us, but what we expect of ourselves. We have adopted a holistic business strategy in which our service areas work closely together to make sure we are considering our client’s overall business strategy when making important financial decisions. This unique service model empowers us to offer distinct solutions and is responsive to our client’s needs. Our professionals and team of advisors specialize in servicing privately held middle-market businesses in a broad range of industries. Why join us? • Full Benefits: Medical, Dental, Vision, • Competitive salary and overall compensation package, • 401 (k) with generous company match, • Life Insurance coverage, • Generous PTO, vacation, sick and holidays Job Details As a Senior Assurance and Accounting Manager, you will work with other members of our assurance practice to develop and sustain excellent client relationships. Our practice delivers quality audits and other services to privately-owned middle-market companies. Services include internal audit, employee benefit plans, outsourced accounting and contract compliance. Responsibilities: • The Senior Assurance and Accounting Manager is responsible for providing timely, high quality client service that meets or exceeds client expectations including the auditing of all required financial statements, related disclosures and other client deliverables, • Review and supervise staff work on client engagements to ensure firm’s quality control procedures are followed, • Collaborate with other Senior Managers and Partners in the areas of risk assessment, audit programs, internal audit reports and budgeting, • Understand skill sets and capabilities of Seniors and Staff and monitor and review work product that they prepare and report on performance while articulating notes for improvement throughout the process, • Advising client on various economic and regulatory risks resolve complex accounting issues, • Ability to apply all areas of GAAP to complex situations, including writing technical memos and inter-office consultation papers and serve as a technical resource with the ability to explain and teach staff, • Informs partners of progress on engagements, takes timely action on technical, scheduling and other problems. Brings recommended solutions to partner’s attention for timely action., • Provides training, leadership, recognition and administrative direction to motivate and develop team members, • Understands the economics of the firm’s practice and ability to management profitable engagements. Has direct client billing responsibility., • Supports the management with decisions pertaining to policies and procedures and brings that support to the team, • Accepts other administrative and supervisory responsibilities, including recruiting and leading professional development conferences, as required, • Bachelor’s degree in accounting or related field required, • Several years of experience in a public accounting firm or related experience, • Minimum of 3 years of supervising and training experience, • CPA certification required, MBA is a plus Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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