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finance manager

StaffCo Io.

<div>
 We are looking for a skilled
 
 Finance Manager
 
 to oversee financial planning, reporting, and analysis for our organization. The ideal candidate will ensure financial accuracy, optimize processes, and provide strategic insights to support business growth. This role combines operational finance responsibilities with strategic decision-making, making it ideal for a proactive and detail-oriented professional.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Financial Planning &amp; Analysis
 </li>
 <li>
 Prepare budgets, forecasts, and financial reports.
 </li>
 <li>
 Analyze financial performance, identify trends, and provide actionable insights.
 </li>
 <li>
 Support senior management in strategic decision-making with financial data.
 </li>
 <li>
 Accounting &amp; Reporting
 </li>
 <li>
 Oversee accounting operations, including accounts payable, receivable, and general ledger.
 </li>
 <li>
 Ensure timely and accurate monthly, quarterly, and annual financial reporting.
 </li>
 <li>
 Coordinate audits and ensure compliance with accounting standards and regulations.
 </li>
 <li>
 Cash Flow &amp; Risk Management
 </li>
 <li>
 Monitor cash flow, manage working capital, and optimize financial processes.
 </li>
 <li>
 Identify financial risks and develop strategies to mitigate them.
 </li>
 <li>
 Team Leadership &amp; Collaboration
 </li>
 <li>
 Lead and mentor finance team members, ensuring professional growth.
 </li>
 <li>
 Collaborate with other departments to support financial goals and compliance.
 </li>
 <li>
 Compliance &amp; Governance
 </li>
 <li>
 Ensure compliance with tax laws, financial regulations, and internal policies.
 </li>
 <li>
 Maintain accurate and up-to-date financial records and documentation
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, or related field; CPA/CFA is a plus.
 </li>
 <li>
 5+ years of progressive experience in finance, with at least 2 years in a managerial role.
 </li>
 <li>
 Strong knowledge of accounting principles, financial reporting, and budgeting.
 </li>
 <li>
 Proficiency in financial software and MS Office; experience with ERP systems is a plus.
 </li>
 <li>
 Excellent analytical, problem-solving, and communication skills.
 </li>
 <li>
 Leadership experience with the ability to manage and motivate a team
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 Competitive salary package.
 </li>
 <li>
 Professional growth and development opportunities.
 </li>
 <li>
 Dynamic and supportive work environment.
 </li>
 <li>
 Fully remote set up
 </li>
 </ul>
</div>

Finance Manager (Remote)

The Dinerstein Companies

<div>SUMMARY 
The Accounting Manager oversees day‑to‑day accounting operations, ensuring accuracy in financial reporting, compliance with company policies, and efficiency across accounting workflows. This role is responsible for reviewing journal entries, reconciliations, financial statements, and internal controls. The Accounting Manager collaborates closely with cross‑functional departments and provides leadership, guidance, and process improvements. 
This is a salary, exempt position reporting to the Senior Controller.
ESSENTIAL DUTIES AND RESPONSIBILITIES 
The following duties represent typical responsibilities for this role; additional tasks may be assigned as needed.<ul><li>
Manage and oversee daily accounting operations, including general ledger activities, month‑end and year‑end close, and preparation of internal financial statements.</li><li>
Review and approve journal entries, account reconciliations, and supporting documentation to ensure accuracy and compliance.</li><li>
Analyze property and corporate financial data to identify variances, trends, and opportunities for improved financial performance.</li><li>
Oversee cash management processes, including weekly cash requirements, payment approvals, and coordination with Accounts Payable and Property teams.</li><li>
Ensure lender reporting requirements are completed accurately and on schedule, including quarterly compliance packages and covenant monitoring.</li><li>
Manage preparation of distributions, CAM reconciliations, loan compliance data, and other regulated reporting.</li><li>
Serve as a key point of contact for internal departments (Legal, Asset Management, Finance) and external partners (Auditors, Banks, Consultants).</li><li>
Oversee job cost reporting for renovations and capital projects, ensuring proper tracking and compliance.</li><li>
Lead process improvement initiatives to strengthen internal controls, streamline workflows, and enhance reporting quality.</li><li>
Coordinate audit requests and support annual audit processes by providing required schedules and documentation.</li><li>
Special requested as assigned by the senior controller</li></ul>
EDUCATION AND EXPERIENCE REQUIREMENTS<ul><li>
Bachelor&rsquo;s degree in Accounting required.</li><li>
Five or more years of progressive accounting experience; prior management or supervisory experience strongly preferred.</li><li>
Strong understanding of GAAP, financial reporting, internal controls, and accounting best practices.</li><li>
Advanced proficiency with Microsoft Excel and accounting systems, Entrata a plus.</li><li>
Experience in property management or real estate accounting required.</li></ul>
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES<ul><li>
Strong knowledge of accounting principles, financial analysis, and modern accounting systems.</li><li>
Strong analytical skills and attention to detail.</li><li>
Ability to maintain confidentiality and handle sensitive information appropriately.</li><li>
Excellent communication skills, both written and verbal, with the ability to collaborate across departments.</li><li>
Strong organizational skills with the ability to prepare accurate reports, manage deadlines, and drive results.</li><li>
Proficiency in Excel and financial reporting tools at an intermediate to advanced level.</li><li>
Experience with multi-entity organizations including consolidation reporting.</li></ul>
PHYSICAL REQUIREMENTS 
The employee is regularly required to sit at a desk, talk, listen, and use hands to operate a computer. Must be able to lift up to twenty pounds and maintain focus for extended computer‑based tasks.
WORKING CONDITIONS 
Work is performed in an office environment with moderate noise levels. The employee may occasionally need to work a flexible schedule, overtime, and/or travel as required.</div>

Property Accounting Manager

Maddox Industrial Transformer

<div>
 
 About Maddox
 
 
 
 Maddox is the nation's leading provider of electrical transformers to the commercial and industrial market, with primary locations in South Carolina, Washington State, Texas, Idaho, and Ohio. We have been recognized by
 
 Inc. Magazine
 
 as one of the fastest-growing companies in America for the past 8 years and counting.
 
 
 Maddox was founded on Christian values, and we are serious about investing in the people, processes, and culture that make this a great place to work. We build real things, solve real problems, and expect professionalism, competence, and integrity from our team.
 
 
 Discover more at:
 
 
 https://www.youtube.com/@MaddoxTransformer
 
 
 https://www.maddox.com/
 
 
 
 About Maddox + You:
 
 
 
 We are seeking an experienced Accounts Payable Manager to join our accounting team.
 
 
 The Accounts Payable (AP) Manager is a critical leadership role responsible for the end-to-end management of an organization's financial obligations to vendors and suppliers. This role requires a blend of technical accounting expertise, team leadership, and a focus on process optimization to maintain the company's financial health
 
 
 The Accounts Payable Manager will oversee the daily operations of the AP department, ensuring that all invoices and payments are processed accurately and on time while maintaining compliance with internal controls and regulatory requirements. This individual will lead a team, manage vendor relationships, and drive process improvements through technology and automation.
 
 
 This position requires someone who is excellent at leading a team, training on AP functions, maintaining deadlines and prioritizing well.
 
 
 
 Core Responsibilities
 
 
 
 <ul>
 <li>
 Department Leadership: Supervise, mentor, and develop a team of AP associates; manage hiring, training, and performance evaluations.x
 </li>
 <li>
 Operations Management: Oversee the full invoice-to-payment cycle, including invoice verification, PO matching, and electronic payment processing (ACH, wire, check).
 </li>
 <li>
 Compliance &amp; Controls: Develop and enforce AP policies and controls; ensure adherence to GAAP, tax regulations (e.g., 1099 reporting, W9 validation).
 </li>
 <li>
 Process Improvement: Identify and implement automation opportunities to increase efficiency, reduce manual effort, and lower the cost per invoice.
 </li>
 <li>
 Financial Reporting: Prepare and analyze AP aging schedules, cash flow projections, and monthly reconciliations for the general ledger.
 </li>
 <li>
 Vendor Relations: High professionalism as the primary escalation point for vendor dispute and collaboration with internal stakeholders over appropriate payment terms..
 
 
 </li>
 </ul>
 
 Basics
 
 
 
 <ul>
 <li>
 Full-time. The schedule is generally 7:00 AM - 4:00 PM.
 </li>
 <li>
 Drug-free workplace.
 
 
 </li>
 </ul>
 
 Comprehensive Full-Time Benefits, including:
 
 
 
 <ul>
 <li>
 3 Weeks Paid Time Off (PTO) (and an additional week for managers, and an additional week after 5 years).
 </li>
 <li>
 Health &amp; Wellness: Can be taken as traditional insurance, or as cash in lieu of benefits. Benefit amounts vary based on age, family status, and eligibility, but as an example, in most circumstances, an employee with a spouse and 3 kids, would be eligible for $19,200 / year or more.
 </li>
 <li>
 Paid paternity/maternity leave
 </li>
 <li>
 401k with 100% match up to 8% of wages.
 </li>
 <li>
 Paid holidays, marriage and family gifts to celebrate significant life events, and other reimbursements and voluntary benefits and coverages (such as Vision, Dental, Short Term Disability, Additional Life Insurance, Accident, etc), as eligible.
 
 
 </li>
 </ul>
 
 Experience &amp; Education:
 
 
 
 Education: Bachelor's degree in Accounting or Finance
 
 
 Experience: 5&ndash;8+ years of progressive AP experience, with at least 2&ndash;3 years in a supervisory role within a large-scale organization.
 
 
 Technical Proficiency: Mastery of enterprise ERP systems (e.g.,Odoo, SAP, Oracle, NetSuite) and specialized AP automation tools (e.g., Ramp, Coupa, Tipalti).
 
 
 Analytical Skills: Advanced Microsoft Excel skills (XLOOKUP, Pivot Tables) and experience with data visualization tools like Power BI or Tableau.
 
 
 Communication Skills : Strong communication and interpersonal skills, including experience in collaborating and presenting to the company executive team.
 
 
 
 Pay:
 
 Starting range with bonus: $89k - $105k. Plus up to $1k/month wellness stipend and other benefits.
 
 
 
 Pro Tip:
 
 We get a LOT of applicants, so if you want to stand out, write a few sentences telling us what stood out to you, and why you think you'd thrive in this particular opportunity.
</div>

Accounts Payable Manager

Tracera

<div>
 
 
 Head of Finance
 
 
 
 
 Location:
 
 Houston, TX (or Remote - US-based)
 
 
 
 Reports to:
 
 CEO
 
 
 
 
 
 
 About Tracera
 
 
 
 Tracera is a VC-backed technology company helping enterprises make better, data-driven decisions across sustainability, supply chain, and risk. As we scale, we are building a strong, disciplined financial foundation to support growth, accountability, and long-term impact.
 
 
 
 
 
 
 Role Overview
 
 
 
 We are seeking a Head of Finance to own Tracera&rsquo;s business finance, FP&amp;A, KPIs, and financial strategy, while overseeing and supervising our third-party accounting and bookkeeping partners. This role is ideal for a finance leader who thrives in fast-paced startup environments and is excited to drive strategic decision-making through data, modeling, and financial insight &mdash; without owning day-to-day bookkeeping execution.
 
 
 This role partners closely with the CEO and leadership team to bring clarity, rigor, and foresight to financial planning, performance management, and company-wide decision-making.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 Financial Leadership &amp; Ownership
 
 
 <ul>
 <li>
 Own Tracera&rsquo;s business finance, FP&amp;A, KPI framework, and financial planning
 </li>
 <li>
 Serve as the primary finance partner to the CEO and leadership team
 </li>
 <li>
 Supervise and manage third-party finance and accounting partners, ensuring accuracy, timeliness, and quality of reporting
 </li>
 <li>
 Build scalable financial processes and operating cadence to support growth
 </li>
 </ul>
 
 
 Business Finance, KPIs &amp; Performance Management
 
 (Core Focus of the Role)
 
 
 
 <ul>
 <li>
 Own and define company-wide financial and operational KPIs
 </li>
 <li>
 Build and maintain leadership dashboards, for example covering:
 </li>
 <li>
 Revenue, ARR, growth, and pipeline metrics
 </li>
 <li>
 Burn rate, runway, and cash utilization
 </li>
 <li>
 Gross margin, unit economics, and cost structure
 </li>
 <li>
 CAC, payback, sales efficiency, and GTM performance
 </li>
 <li>
 Partner with GTM, Product, and Operations leaders to:
 </li>
 <li>
 Track performance against plans
 </li>
 <li>
 Identify trends, risks, and opportunities
 </li>
 <li>
 Translate data into clear, actionable insights
 </li>
 <li>
 Establish a consistent monthly and quarterly performance review cadence
 </li>
 </ul>
 
 
 FP&amp;A &amp; Strategic Planning
 
 
 <ul>
 <li>
 Lead budgeting, forecasting, and reforecasting cycles
 </li>
 <li>
 Develop and maintain short- and long-term financial models
 </li>
 <li>
 Own scenario planning and sensitivity analysis to support strategic decisions
 </li>
 <li>
 Support leadership on:
 </li>
 <li>
 Hiring plans and headcount modeling
 </li>
 <li>
 Pricing and packaging decisions
 </li>
 <li>
 Investment prioritization and trade-offs
 </li>
 <li>
 Prepare financial narratives and materials for board and investor discussions
 </li>
 </ul>
 
 
 Oversight of Accounting &amp; Financial Operations
 
 
 <ul>
 <li>
 Oversee third-party accounting partners responsible for:
 </li>
 <li>
 Month-end and year-end close
 </li>
 <li>
 General ledger, reconciliations, and accruals
 </li>
 <li>
 AP/AR, payroll coordination, and expense management
 </li>
 <li>
 Review and validate financial outputs for accuracy and completeness
 </li>
 <li>
 Ensure GAAP compliance and appropriate internal controls through partner oversight
 </li>
 <li>
 Coordinate audits, tax filings, and external advisors
 
 
 as needed
 </li>
 </ul>
 
 
 &nbsp;
 
 
 
 
 Qualifications &amp; Experience
 
 
 <ul>
 <li>
 5&ndash;7+ years of experience in strategic finance, FP&amp;A, or business finance roles
 </li>
 <li>
 Strong experience in financial modeling, forecasting, KPIs, and performance analysis
 </li>
 <li>
 Prior experience working in a VC-backed startup or high-growth environment
 </li>
 <li>
 Experience overseeing or managing third-party accounting / finance providers
 </li>
 <li>
 Solid understanding of SaaS metrics and financial best practices
 </li>
 <li>
 Comfortable operating at both strategic and hands-on levels (analysis, models, dashboards)
 </li>
 <li>
 Highly collaborative, adaptable, and comfortable with ambiguity
 </li>
 <li>
 Strong communication skills with the ability to influence executive decision-making
 </li>
 </ul>
 
 
 
 
 
 Nice to Have
 
 
 <ul>
 <li>
 Prior experience scaling finance at an early-stage company
 </li>
 <li>
 Exposure to fundraising, board reporting, or investor relations
 </li>
 <li>
 SaaS or technology company background
 </li>
 <li>
 Experience evolving finance functions ahead of rapid growth
 </li>
 </ul>
 
 
 
 
 
 Why This Role
 
 
 <ul>
 <li>
 High visibility and ownership across the business
 </li>
 <li>
 Direct partnership with the CEO and leadership team
 </li>
 <li>
 Opportunity to shape Tracera&rsquo;s business finance, KPI framework, and planning discipline
 </li>
 <li>
 Strategic impact on company growth and execution
 </li>
 <li>
 Clear pathway into broader finance leadership as Tracera scales
 </li>
 </ul>
 
 
 
 
 If you&rsquo;re a collaborative, agile finance leader who enjoys building and scaling finance functions, owning KPIs, and driving business insight in a fast-paced, VC-backed startup environment, we&rsquo;d love to hear from you &mdash; please apply and join us at Tracera.
 
 
 
 
</div>

Head of Finance

<div>At ABB, we help industries run leaner and cleaner&mdash;and every person here makes that happen. You&rsquo;ll be empowered to lead, supported to grow, and proud of the impact we create together. Join us and help run what runs the world.
This position reports to:
Project Finance Manager
__<div>
In this role, you&rsquo;ll help run what runs the world, by taking on meaningful work that drives real impact.
You will have the opportunity to drive all financial activities within multiple small-scale projects or a single large project. Each day, you will act as a business partner to the Project Management team, supporting all financial and commercial matters. You will also showcase your expertise by actively driving the project&rsquo;s performance.
The work model for the role is: hybrid (#Li-Hybrid) in Houston, TX.
Your role and responsibilities:<ul><li>
Providing input to negotiations on commercial issues, during local risk review process, and on the financial aspects of the project execution plan.</li><li>
Preparing project invoices and financial accounting and reporting (including project site accounting).</li><li>
Driving and seeking for the optimization of project cash flow, revenues, and gross margin contribution and effectively managing currency risk, and bonds, guarantees, and tax issues.</li><li>
Ensuring the accuracy of project balance sheet, income and cash flow statements, and monthly/quarterly forecast and participating in opportunity/risk identification, monitoring risk mitigation measures, and ensuring they are timely implemented.</li></ul>
Our Team Dynamics
Our teams support each other, collaborate, and never stop learning. Everyone brings something unique, and together we push ideas forward to solve real problems. Being part of our team means your work matters - because the progress we make here creates real impact out there.
Qualifications for the role:<ul><li>
Bachelor's degree in Finance or Accounting required and professional certifications preferred: CFA, ACCA, CA, CPA, or CMA</li><li>
3+ years of relevant professional experience in finance, accounting, or project controls</li><li>
Proficient in SAP and Advanced Microsoft Excel skills required, as well as Power BI proficiency preferred</li></ul><div><ul><li>
Proactive problem-solver with strong analytical, brainstorming, and communication skills, able to clearly articulate financial concepts and drive process improvement and standardization.</li><li>
Self‑motivated relationship builder with proven networking and stakeholder management experience, consistently driving continuous improvement and innovation.</li></ul></div><ul><li>
Candidates must already have work authorization that would permit them to work for ABB in the US.</li></ul>
What's in it for you
We empower you to take initiative, challenge ideas, and lead with confidence. You&rsquo;ll grow through meaningful work, continuous learning, and support that&rsquo;s tailored to your goals. Every idea you share and every action you take contributes to something bigger
ABB is an Equal Employment Opportunity and Affirmative Action employer for protected Veterans and Individuals with Disabilities at ABB.
All qualified applicants will receive consideration for employment without regard to their- sex (gender identity, gender expression, sexual orientation), marital status, citizenship, age, race and ethnicity, inclusive of traits historically associated with race or ethnicity, including but not limited to hair texture and protective hairstyles, color, religious creed, national origin, pregnancy, physical or mental disability, genetic information, protected Veteran status, or any other characteristic protected by federal and state law.
For more information regarding your (EEO) rights as an applicant, please visit the following websites: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf
As an Equal Employment Opportunity and Affirmative Action Employer for Protected Veterans and Individuals with Disabilities, applicants may request to review the plan of a particular ABB facility between the hours of 9:00 A.M. - 5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at 1-888-694-7762.
Protected Veterans and Individuals with Disabilities may request a reasonable accommodation if you are unable or limited in your ability to use or access ABB's career site as a result of your disability. You may request reasonable accommodations by calling an ABB HR Representative at 1-888-694-7762 or by sending an email to US-AskHR@abb.com. Resumes and applications will not be accepted in this manner.
ABB Benefit Summary for eligible US employees
[excludes ABB E-mobility, Athens union, Puerto Rico]
Go to MyBenefitsABB.com and click on &ldquo;Candidate/Guest&rdquo; to learn more
Health, Life &amp; Disability<ul><li>
Choice between two medical plan options: A PPO plan called the Copay Plan OR a High Deductible Health Plan (with a Health Savings Account) called the High Deductible Plan.</li><li>
Choice between two dental plan options: Core and Core Plus</li><li>
Vision benefit</li><li>
Company paid life insurance (2X base pay)</li><li>
Company paid AD&amp;D (1X base pay)</li><li>
Voluntary life and AD&amp;D &ndash; 100% employee paid up to maximums</li><li>
Short Term Disability &ndash; up to 26 weeks &ndash; Company paid</li><li>
Long Term Disability &ndash; 60% of pay &ndash; Company paid. Ability to &ldquo;buy-up&rdquo; to 66 2/3% of pay.</li><li>
Supplemental benefits &ndash; 100% employee paid (Accident insurance, hospital indemnity, critical illness, pet insurance</li><li>
Parental Leave &ndash; up to 6 weeks</li><li>
Employee Assistance Program</li><li>
Health Advocate support resources for mental/behavioral health, general health navigation and virtual health, and infertility/adoption</li><li>
Employee discount program</li></ul>
Retirement<ul><li>
401k Savings Plan with Company Contributions</li><li>
Employee Stock Acquisition Plan (ESAP)</li></ul>
Time off
ABB provides 11 paid holidays. Salaried exempt positions are provided vacation under a permissive time away policy.</div>
Building a cleaner, smarter future takes all kinds of minds: the curious, the courageous, and the creative. That's why we welcome people from all backgrounds and experiences.
Ready to make an impact?
Apply today or visit https://www.abb.com to learn more about the impact of our solutions across the globe.</div>

Project Business Controller

Signal Energy Constructors

<div>Job Description &ndash; FP&amp;A Analyst (Entry-Level, 1-2 Years of Experience) 


Job Title: FP&amp;A Analyst (Entry-Level)

Location: Houston, TX | In-Office

Reports To: FP&amp;A Manager 


About the Role

We are looking for an entry-level FP&amp;A Analyst to join our growing finance team. This role is ideal for recent graduates, early-career professionals, or individuals transitioning from another function into FP&amp;A who want to develop a strong foundation in financial planning, reporting, and analysis within an EPC (Engineering, Procurement, and Construction) environment.

The FP&amp;A Analyst will be responsible for supporting budgeting, forecasting, variance analysis, and financial reporting while working closely with project teams, department heads, and senior finance leaders. This role provides an excellent opportunity to develop technical financial skills, business acumen, and cross-functional collaboration experience while gaining exposure to large-scale capital projects and strategic financial decision-making. Internal candidates looking to transition into FP&amp;A are highly encouraged to apply. 


Key Responsibilities 


1. Financial Planning &amp; Forecasting Support
<ul><li>Assist in the monthly, quarterly, and annual budgeting and forecasting processes.</li></ul>
<ul><li>Update financial models and reports with actual vs. forecasted data, ensuring accuracy.</li></ul>
<ul><li>Support long-term financial planning and scenario analysis to assess business impacts.</li></ul> 


2. Project Performance &amp; Cost Tracking
<ul><li>Work with project teams to track project costs, schedules, and financial impacts.</li></ul>
<ul><li>Assist in work-in-progress (WIP) tracking to help monitor project financial performance.</li></ul>
<ul><li>Conduct basic variance analysis, identifying trends and potential cost risks.</li></ul> 


3. Data Analysis &amp; Reporting
<ul><li>Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).</li></ul>
<ul><li>Use Excel, Power BI, and Tableau to develop visual financial insights for leadership.</li></ul>
<ul><li>Ensure that all reports are clear, concise, and well-structured for decision-making.</li></ul> 


4. Cross-Functional Collaboration
<ul><li>Work closely with project managers, finance, and operations to align project and departmental financials.</li></ul>
<ul><li>Support treasury, accounting, and other teams in analyzing financial data and trends.</li></ul>
<ul><li>Communicate findings in a professional, easy-to-understand format for non-finance stakeholders.</li></ul> 


5. Process Improvement &amp; Financial Systems
<ul><li>Assist in identifying opportunities for process automation and data standardization.</li></ul>
<ul><li>Support system integrations and enhancements in ERP and BI tools.</li></ul>
<ul><li>Help document best practices to improve forecasting, budgeting, and reporting accuracy.</li></ul> 


Key Competencies &amp; Skills Required

o Financial Analysis &amp; Reporting &ndash; Strong foundation in financial modeling, variance analysis, and reporting

o Excel &amp; Data Visualization &ndash; Advanced proficiency in Excel, Power BI, and Tableau.

o Attention to Detail &ndash; Ability to identify trends, errors, and opportunities in financial data.

o Technology &amp; Financial Systems &ndash; Exposure to ERP systems (SAP, Oracle), SQL, or BI tools is a plus.

o Cross-Functional Communication &ndash; Strong ability to collaborate across departments and present financial insights clearly.

o Analytical &amp; Problem-Solving Skills &ndash; Ability to break down complex financial information into actionable insights.

o Adaptability &amp; Willingness to Learn &ndash; Open to new challenges and eager to develop FP&amp;A expertise. 


Experience &amp; Qualifications 


Education:
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, Engineering or a related field.</li></ul> 


Experience (Preferred but Not Required):
<ul><li>1-2 years of experience in finance, accounting, data analysis, or a related field.</li></ul>
<ul><li>Open to candidates transitioning from operations, accounting, or other functions into FP&amp;A.</li></ul>
<ul><li>Internship or academic project experience in financial modeling, forecasting, or business analysis is a plus.</li></ul> 


Technical Skills:
<ul><li>Advanced Excel proficiency (complex financial formulas, data analysis).</li></ul>
<ul><li>Exposure to Power BI, Tableau, SQL, or Vista Viewpoint is a plus.</li></ul>
<ul><li>Understanding of basic GAAP financial principles and corporate finance concepts.</li></ul> 


Preferred Industry Experience:
<ul><li>Experience or coursework related to EPC, construction, capital projects, or infrastructure finance is beneficial but not required.</li></ul></div>

Financial Planning & Analysis Analyst

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
As a Commercial Portfolio Manager&ndash; CSG Corporate Mortgage Finance, you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington&rsquo;s Corporate Mortgage Finance Group (CMFG).
This position reports to the Portfolio Management Team Leader.
In this role, as a Portfolio Manager, you will be performing the following responsibilities:<ul><li>
Portfolio Management:<ul><li>
Structure, underwrite, and close complex direct lend bilateral and/or syndicated asset- backed credit facilities to include mortgage warehouse lines, mortgage servicing assets and other mortgage related asset-backed and SPE collateralized credit facilities</li><li>
Ensure all relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank</li><li>
Spread financials, prepare accurate and timely risk ratings, credit request memorandums and recommendations in compliance with CMFG and bank requirements acceptable to CMFG leadership and credit administration, including new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews</li><li>
Monitor the performance of assigned CMF Facilities to assess ongoing creditworthiness and anticipate opportunities as well as challenges</li><li>
Monitoring and analysis to include, but not limited to, stress testing, forecasting, concentration analysis and macroeconomic evaluations.</li><li>
Present at portfolio reviews and as needed to senior management and field questions on an as needed basis from senior management</li><li>
Provide immediate communication of suspected credit problems or credit deterioration within assigned portfolio</li></ul></li></ul><ul><li>
Credit Quality: Responsible for maintaining acceptable levels of credit quality for assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines as evidenced by satisfactory loan reviews and audits of assigned portfolio.</li><li>
Relationship Management: Build and maintain strong relationships with clients, senior management, internal and external stakeholders to ensure effective communication, collaboration and problem solving.</li><li>
Reporting and Compliance: Prepare and present portfolio reports highlighting performance, financial metrics, and compliance with internal policies. Additionally, prepare ad hoc portfolio reporting as needed</li><li>
Develop a deep understanding of industry markets and trends and share that knowledge with the team to support and improve risk management efforts</li><li>
Manage special projects as assigned to include but not limited to drafting procedures and policies.</li><li>
Effectively utilize Bank reporting, record keeping and underwriting systems/tools to maintain accurate and timely portfolio level detail</li><li>
Effectively manage multiple priorities</li></ul>
Basic Qualifications:
<ul><li>Bachelor's Degree</li><li>
2 or more years of relevant commercial credit experience in mortgage finance industry</li></ul>
Preferred Experience:<ul><li>
Portfolio Management experience ideally within the mortgage finance industry or other specialty finance areas with commitment sizes &gt; $100MM</li><li>
Experience with the legal structures, relevant credit analysis and cash flow assessments, documentation and surveillance standards for each the respective facility types offered by the group.</li><li>
Formal credit training and/or experience</li><li>
Master&rsquo;s degree in a related field is preferred.</li></ul>
Other Traits and Characteristics:<ul><li>
Excellent organizational skills</li><li>
Strong knowledge of the GAAP principles applied to mortgage banking entities</li><li>
Experience preparing cash flow analysis and stress testing based on varied scenarios</li><li>
Excellent written and verbal communication skills</li><li>
Demonstrated success underwriting increasingly complex credits</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Commercial Portfolio Manager– CSG Corporate Mortgage Finance

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