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aws sr. enterprise account manager, financial services, insurance Jobs in Seattle

senior finance manager

Amazon.com

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><p>
Future CFOs wanted! Amazon seeks a Principal Finance Manager to partner with innovators, builders, and operators who think outside of the box and transform bold new ideas into high-impact strategic initiatives that redefine Amazon&rsquo;s presence on the global stage. If you thrive at the intersection of strategy, finance, and execution&mdash;and want to directly shape how a business scales a portfolio delivering outsized customer and business value&mdash;this role is for you.<br>
<br>
As Principal Finance Manager, you will operate independently and cross-functionally to drive financial strategy and deliver results in a fast-moving, start-up environment. Assignments will be ambiguous and demand a highly analytical, intellectually curious leader with sharp judgment who can evaluate situations through the lens of the customer, business owner, and financial investor. You must be strategic in vision, rigorous in analysis, and proven in managing competing priorities while influencing decisions through compelling financial narratives, data-driven recommendations, and creative alternatives. This role requires regular engagement with senior business and finance leaders across Amazon.<br>
<br>
Key job responsibilities<br>
Lead and partner with cross-functional teams across strategic initiatives, ensuring operating plans deliver strong returns on investment and sustainable, long-term growth<br>
Shape strategic decisions by developing and presenting analyses, frameworks, and actionable recommendations to senior leadership<br>
Evaluate and steer business plans encompassing pricing, monetization, roadmap, resourcing, and investment allocation<br>
Define and analyze key metrics to measure business and financial performance; surface insights that accelerate improvement<br>
Own end-to-end P&amp;L forecasting and reporting across multiple planning cycles</p><h2 class="jobSectionHeader"><b><br>
BASIC QUALIFICATIONS</b></h2><ul><li>10+ years of tax, finance or a related analytical field experience</li><li>Bachelor's degree in Finance, Accounting, Business, Economics or a highly analytical field (e.g., Engineering, Math, and Computer Science)</li><li>8+ years of spearheading strategic cross-functional initiatives that deliver measurable financial results and advance organizational objectives experience</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>MBA, or CPA</li><li>Experience in a leadership position managing finance, accounting and operational processes</li><li>Experience managing and leading employees</li><li>Experience working with technical and business stakeholders from global cross-functional teams</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 153,000.00 - 207,000.00 USD annually<br>
USA, WA, SEATTLE - 139,100.00 - 188,200.00 USD annually</div><p></p>

Principal Finance Manager, Amazon Strategic Initiatives

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Amazon One Medical is hiring a Finance Manager for our Senior Health Value Based Care position. Finance is critical to the success in our mission. We see the entire picture, and are a cornerstone to driving the right investments, maintaining controllership, and distilling down the right stories to push our business forward.<br>
<br>
The FM will be responsible for several important workstreams as we drive the financial health, investments and internal operations of One Medical. We are looking for leaders that have healthcare experience in Medicare or other government funded health insurance to support our internal and external partnerships, continue to build and enhance our Senior Health operations, or take on FP&amp;A workstreams.<br>
<br>
Key job responsibilities<br>
<ul><li>Ownership of monthly Medicare deep dives into variance drivers and reporting, including gathering, manipulating, analyzing, and exporting/importing data from internal data warehouse and payer provider portals, as well as providing variance analyses and report out to leadership.</li><li>Partner with the business and finance leaders to develop long-term strategies and new initiatives to delight our customers.</li><li>Partner with Business Intelligence, Science and FinTech to implement data driven reporting, and driver-based forecasting solutions utilizing internal systems and AI tools.</li></ul><br>
A day in the life<br>
Potentially work on:<br>
<br>
<ul><li>Own and update detailed Medicare finance drivers weekly, monthly, and quarterly business review metrics across the senior health value based care business</li><li>Reconciliation models for eligibility records and payments</li><li>FP&amp;A workstreams and mechanisms</li><li>Extensive month end and quartered variance analysis</li><li>ROI analysis on current and new Medicare programs to determine long term growth.</li><li>Deep dive modeling for KPIs of value based care</li></ul></div><h2 class="jobSectionHeader"><b><br>
BASIC QUALIFICATIONS</b></h2><ul><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)</li><li>3+ plus years experience in Medicaid or Medicare or Government Sponsored Healthcare or Payer Based Healthcare</li><li>5 years of finance experience, or master&rsquo;s degree and 3 years of experience, or an equivalent combination of education and experience.</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience</li><li>6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience</li><li>MBA, or CPA</li><li>Knowledge of SQL/ETL</li><li>Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)</li><li>Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company&rsquo;s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, CA, San Francisco - 104,900.00 - 179,500.00 USD annually<br>
USA, NY, New York - 104,900.00 - 179,500.00 USD annually<br>
USA, WA, Seattle - 95,400.00 - 163,200.00 USD annually</div><p></p>

Finance Manager - Healthcare, Amazon One Medical

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
The AWS Worldwide Specialists Finance (WWSO) team is looking for a Finance Manager to collaborate with senior business and finance leaders in the Specialists organization. You'll spearhead data-driven investment decisions, financial planning, and controllership, directly impacting our global strategy and revenue growth.<br>
<br>
Key job responsibilities<br>
<ul><li>Develop and maintain key performance indicators (KPIs) and analytics dashboards for WWSO Core leadership, including productivity metrics</li><li>Design and implement advanced financial models and analytical tools to support critical decision-making</li><li>Create and implement business mechanisms that are scalable to help your business partners make data-driven decisions</li><li>Conduct in-depth analysis and present findings directly to senior leaders</li><li>Lead the annual financial planning and budgeting process</li></ul><br>
A day in the life<br>
<ul><li>Support existing business review mechanisms (WBR, MBR etc.) and build new metric frameworks for Geo Specialist coverage. Work with teams on get-to-green plans, and measuring and assessing future risks.</li><li>Analyze key pipeline and productivity metrics to drive business investment and outcomes</li><li>High visibility with the AWS Specialist and Partner Finance Director and Go-to-Market Specialists leaders</li></ul><br>
About the team<br>
This role sits within a deeply collaborative team that operates at the intersection of strategy and execution, forging senior-level business partnerships and enabling Go-To-Market solutions spanning the full portfolio of AWS Services and the corresponding Sales teams.</div><h2 class="jobSectionHeader"><b>
BASIC QUALIFICATIONS</b></h2><ul><li>5+ years of tax, finance or a related analytical field experience</li><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)</li><li>5+ years of dissecting financial data and identifying patterns that support business strategy experience</li><li>5+ years of leading cross-functional initiatives that drive financial performance and strategy experience</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience</li><li>6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience</li><li>Knowledge of SQL/ETL</li><li>Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)</li><li>Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 104,900.00 - 179,500.00 USD annually<br>
USA, VA, Arlington - 95,400.00 - 163,200.00 USD annually<br>
USA, WA, Seattle - 95,400.00 - 163,200.00 USD annually</div><p></p>

Finance Manager, AWS WWSO Core Services

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Are you passionate about transforming how Amazon's senior leaders make strategic talent decisions? Amazon's Senior Talent and Transformation team is seeking an exceptional Workforce Strategist to revolutionize workforce planning across our global organization.<br>
<br>
You'll advise senior leaders to transform how we align talent investments with business needs. This isn't about capability planning; you're building new capabilities for senior leaders to challenge how work is done and influencing leaders to align on the new way of working leveraging AI. You'll work in a high-visibility, high-ambiguity environment with direct interaction with senior leaders, and close partnership with Finance and Business Ops.<br>
<br>
**Note the compensation listed below is base salary only. Total compensation will be discussed further with your recruiter.<br>
<br>
Key job responsibilities<br>
<ul><li>Advise senior leaders in business and HR to develop the workforce strategy that supports the business objectives</li><li>Partner with HRBPs and Finance partners to translate the workforce strategy into one-to-three-year workforce plans, aligned with Amazon&rsquo;s planning cycles</li><li>Collaborate with workforce planning tooling team to continue advancing the tooling to handle workforce scenarios with embedded AI-driven recommendations</li><li>Earns trust with Amazon senior leaders with executive influencing skills to develop collaborative strategies that create measurable impacts for the business
</li><li>Apply workforce planning mental model and methodology, predictive analytics, technical know-how to develop forward-looking workforce plans with expected P&amp;L impacts</li><li>Drive workforce planning milestones from design to plan to operationalization, meeting organizational goals and timelines
</li><li>Deliver exceptional written narratives aligned with the Amazon writing culture expectation, to drive alignment and decisions</li><li>Apply AI capabilities for faster and better workflows including analysis, doc writing, coordination</li><li>Travel occasionally for senior leader customer meetings</li></ul><br>
About the team<br>
<br>
The Senior Talent and Transformation team enables senior leaders &ndash; and through them, the company &ndash; to be as successful as possible in inventing and delivering on behalf of the customers.
<br>
<br>
You will work closely with senior leaders, and partner with cross-functional teams including Finance, Ops, Products, Engineers, Science, Transformation, Executive Recruiting, Executive Compensation, Executive Development.
<br>
If you enjoy leading strategic programs, influencing senior leaders, creating impacts, working in a fast-paced environment and being challenged by new problems, we&rsquo;d like to speak with you!</div><h2 class="jobSectionHeader"><b><br>
BASIC QUALIFICATIONS</b></h2><ul><li>6+ years of analytical, quantitative, communication, and presentations experience</li><li>Bachelor's degree or above</li><li>Experience working directly with senior executives and leadership teams</li><li>Experience with workforce planning</li><li>Experience leading cross-functional projects and managing large, complicated programs</li><li>Experience that includes strong analytical skills, attention to detail, and effective communication abilities</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>Experience working directly with finance teams</li><li>Strong writing skills</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 163,600.00 - 221,300.00 USD annually<br>
USA, VA, Arlington - 148,700.00 - 201,200.00 USD annually<br>
USA, WA, Seattle - 148,700.00 - 201,200.00 USD annually</div><p></p>

Workforce Strategist, Senior Talent Transformation

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Elevate the Financial Strategy for Global Entertainment Powerhouses<br>
<br>
Are you a strategic financial wizard ready to drive insights across Prime Video, Amazon Music, Twitch, Audible, and Amazon Games? We're seeking a dynamic Finance Manager who will transform complex financial data into compelling business narratives that shape leadership decisions.<br>
<br>
Key job responsibilities<br>
<br>
<ul><li>Develop comprehensive financial models and conduct strategic analyses that illuminate business performance and potential growth opportunities</li><li>Manage and report on headcount and operating expenses with precision and insight</li><li>Collaborate with business and finance leaders to deliver nuanced financial recommendations</li><li>Create ad-hoc analyses that provide clear, actionable insights for senior leadership</li><li>Support continuous improvement initiatives that enhance financial reporting and strategic planning</li></ul><br>
A day in the life<br>
Your day will be a blend of strategic analysis, collaborative problem-solving, and financial storytelling. You'll dive deep into financial models, uncover hidden business opportunities, and translate intricate numerical landscapes into clear, actionable recommendations that drive our global entertainment ecosystem forward.<br>
<br>
About the team<br>
We are a collaborative and innovative finance team dedicated to supporting the dynamic world of global media and entertainment. Our work directly impacts how millions of customers experience entertainment worldwide. We value intellectual curiosity, strategic thinking, and the ability to connect financial insights with broader business objectives.</div><h2 class="jobSectionHeader"><b>
BASIC QUALIFICATIONS</b></h2><ul><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)</li><li>5+ years of tax, finance or a related analytical field experience</li><li>Knowledge of SQL/ETL</li><li>Experience in creating process improvements with automation and analysis</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>MBA, or CPA</li><li>6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience</li><li>6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience</li><li>Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)</li><li>Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, WA, SEATTLE - 95,400.00 - 163,200.00 USD annually</div><p></p>

Finance Manager, GMAC FP&A

King County, WA

<div><div><div><h2 class="jobSectionHeader"><b>Summary</b></h2></div><br>
<p></p><div><br>
<br>
<div><b>The Department of Community and Human Services values diverse perspectives and life experiences. The Department encourages people of all backgrounds to apply, including Black, Indigenous, and People of Color, immigrants, refugees, women, LGBTQ, people with disabilities, veterans, and those with lived experiences.</b></div><p><br>
<br>
 King County's Department of Community and Human Services (DCHS) provides equitable opportunities for people to be healthy, happy, and connected to community.</p><p><br>
The Department of Community and Human Services (DCHS) Finance Section is recruiting a skilled and collaborative <b>BH Fund Manager </b>(Business and Finance Officer IV) to support the Behavioral Health and Recovery Division (BHRD). This role oversees BH fund administration, ensures fiscal compliance, and provides strategic financial guidance to advance behavioral health programs. The BH Fund Manager will join the BHRD Fiscal team and report to the BHRD Finance Manager.</p><p>
The BH Fund is composed of federal, state, and local revenues totaling more than $829 million for the 26-27 biennium. These funds support core behavioral health services including mental health and substance use disorder outpatient services, youth and family prevention programs, utilization management and care coordination, hospital and mental health residential treatment, and diversion and re-entry programs.</p><p>
The BH Fund Manager will ensure the financial integrity, management, and reporting for the BH Fund. This includes monitoring and reporting on the use of BH funds to facilitate timely, and efficient use of funds supporting BH initiatives and administration. This includes both routine and ad hoc reporting on revenue collections, expenditures per budget, and contract allocations. The fund manager will collaborate with the fiscal team partners, program management, senior management, and other County agencies on the allocation of funds based upon changes to funding levels or spending patterns. The BH Fund Manager is a key contributor to the budget development process, bringing current knowledge and operational experience to inform budget decisions at the fund level.</p><div><b>
WHO MAY APPLY:</b>This position is open to all qualified candidates that meet the minimum qualifications. Interviews for this selection process will take place on or around 6/15/2026.</div><div></div><p><b><br>
APPLICATION PROCESS</b><br>
If you are interested in pursuing this position, please follow the application instructions carefully. If you need this announcement in an alternate language or format, would like to request accommodation or assistance in the application or assessment process or if you have questions please contact the recruiter listed on this job announcement.<br>
The following items are required to be considered for this vacancy:</p><ul><li><b>
NeoGov Job Application </b><i>(The responses on your job application should be thorough and complete and will be used in the screening process)</i></li><li><b>
Supplemental Questions </b><i>(The responses to the supplemental questions should be thorough and complete and will be used in the screening process)</i></li></ul><p>
Your application may be rejected as incomplete if you do not include the relevant information in the application. Cover letters and/or resumes are not accepted in lieu of a completed application. Applications and/or Supplemental Questionnaires that state &quot;see my resume&quot; or &quot;see my personnel file&quot; are considered incomplete and will not be accepted.</p><p>
This selection process may also be used to create a pool of candidates for current and future career service, term-limited-temporary, and special duty opportunities. The pool will be active for 6 months.</p><div></div><p><b><br>
WORK SCHEDULE/CONDITIONS:</b> This position is exempt from the provisions of the Fair Labor Standards Act, and is not eligible for overtime. Typical hours are Monday - Friday 8am - 5pm. This position is represented by Protec17.</p><div></div><div><b><br>
MISSION CRITICAL POSITION STATUS:</b>This position has been designated Non-Mission Critical. Unless otherwise directed by the County Executive, department director or agency head, all employees, regardless of designation, are expected to report to work or request leave during an emergency or inclement weather. For more detailed information, please visit HR Policy County Operations During Emergency Situations and the King County Guidelines for Workforce Management in an Emergency.</div><div></div><div><b><br>
TELEWORKING REQUIREMENT: </b>DCHS works in a hybrid model, with days in the office as well as telecommuting. The ratio of remote to onsite work will be dependent on business needs and is subject to change. The primary onsite location is the Chinook Building at 401 Fifth Avenue Seattle, WA 98104.</div><div></div><div><br>
Employees must reside in Washington state and within a reasonable distance to their King County worksite to respond to workplace reporting requirements.</div><div></div><div><br>
King County has a robust collection of tools and resources to support working remotely. The individual selected for this opportunity will join an innovative and progressive team that is redefining how we work as we transition to the department's hybrid environment. Employees will be provided with a County-issued laptop and must maintain a home workspace with an internet connection where they can reliably perform work and remain available and responsive during scheduled work hours.</div><div></div><div><b><br>
RECRUITER:</b>Greg Mallory, grmallory@kingcounty.gov</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>Job Duties</b></h2></div>
<p></p><div><div><ul><li><b>Lead contract administration and approvals</b>: Oversee BH contract allocations, review and approve contract terms, and ensure accurate period-by-period allocations for County reporting.</li><li><b>
Manage POETA coding and financial tracking</b>: Maintain the BH Fund&rsquo;s Project, Organization, Expenditure, Type, and Activity (POETA) structure to guarantee correct cost allocation and seamless reporting.</li><li><b>
Prepare and deliver timely financial reports</b>: Produce and distribute fund- and initiative-level spending reports on a prescribed schedule.</li><li><b>
Maintain biennial budget history and forecasting</b>: Track fund-level budget history with initiative detail and develop forward-looking spending plans that reflect operational needs and trends.</li><li><b>
Monitor budgets and spending plans</b>: Reconcile actual expenses to spending plans, identify underspending or shortfalls, and recommend appropriation adjustments when needed.</li><li><b>
Provide strategic financial advice</b>: Advise Program Teams and DCHS senior leadership on fund and initiative appropriations, drawing on operational experience and current financial trends.</li><li><b>
Conduct financial research and cost analysis</b>: Perform targeted research and estimate operating/administrative costs to support business decisions, budget development, and fiscal planning.</li><li><b>
Coordinate cross-functional communications and meetings</b>: Collaborate with Program Teams and internal/external partners and represent finance in routine and ad hoc meetings related to fund and initiative management.</li></ul></div></div><p></p>
<div><h2 class="jobSectionHeader"><b>Experience, Qualifications, Knowledge, Skills</b></h2></div>
<p></p><div><div><ul><li><b>Education and experience: </b>Bachelor's degree in accounting, finance, business administration, or equivalent professional experience that demonstrates strong fiscal judgment and technical competence.</li><li><b>
Professional Experience:</b> Minimum of 3 years or more of professional experience in Financial Planning and Analysis (FP&amp;A)</li><li><b>
Collaborative communicator:</b> Energetic, approachable, and skilled at building relationships; proven success communicating clearly with diverse internal and external stakeholders.</li><li><b>
Financial expertise: </b>Deep understanding of budgeting, managerial and financial accounting, and Generally Accepted Accounting Principles (GAAP) to guide sound fiscal decisions.</li><li><b>
Systems-savvy analyst: </b>Advanced experience with financial information and management systems, plus the analytical tools needed to turn data into actionable insight.</li><li><b>
Contract and fund administration: </b>Practical knowledge of contract administration, fund coding (POETA), and the mechanics of allocating and tracking resources.</li><li><b>
Human services funding knowledge: Familiarity</b> with human service programs, funding streams, policy requirements, and the nuances that shape program budgets.</li><li><b>
Transaction and reconciliation experience: </b>Hands-on experience processing, reconciling, and troubleshooting complex financial transactions with attention to accuracy.</li><li><b>
Excel power user: </b>Intermediate to advanced Microsoft Excel skills for modeling, reporting, and streamlining financial workflows.</li><li><b>
Clear and compelling writer and speaker: </b>Excellent verbal and written communication skills, able to translate technical financial information into plain language for varied audiences.</li></ul></div><p></p><p><b><br>
Desired Experience, Qualifications, Knowledge, Skills</b></p><div><ul><li>
Master's degree in accounting, finance, business administration, and/or equivalent education and experience</li><li>
Knowledge of county programs, funding sources, policies, and requirements</li><li>
Experience with the mental health/behavioral health industry</li><li>
Experience with Oracle/EBS, Hyperion, Oracle, and Tableau reporting systems</li></ul></div></div><p></p>
<div><h2 class="jobSectionHeader"><b>Supplemental Information</b></h2></div>
<p></p><div><p><b>Forbes named King County as one of Washington State's best employers.</b></p><b>
Together, with leadership and our employees, we're changing the way government delivers service and winning national recognition as a model of excellence. Are you ready to make a difference? </b><b>Come join the team</b><b> dedicated to serving one of the nation's best places to live, work and play.</b>Guided by our &quot;True North&quot;, we are making King County a welcoming community where every person can thrive. We value diversity, inclusion and belonging in our workplace and workforce. To reach this goal we are committed to workforce equity. Equitable recruiting, support, and retention is how we will obtain the highest quality workforce in our region; a workforce that shares and will help advance our guiding principles - we are one team; we solve problems; we focus on the customer; we drive for results; we are racially just; we respect all people; we lead the way; and we are responsible stewards. We encourage people of all backgrounds and identities to apply, including Native American and people of color, immigrants, refugees, women, LGBTQ+, people living with disabilities, and veterans.<p><b>
King County is an Equal Employment Opportunity (EEO) Employer</b></p><p>
No person is unlawfully excluded from employment opportunities based on race, color, religion, national origin, sex (including gender identity, sexual orientation and pregnancy), age, genetic information, disability, veteran status, or other protected class. Our EEO policy applies to all employment actions, including but not limited to recruitment, hiring, selection for training, promotion, transfer, demotion, layoff, termination, rates of pay or other forms of compensation.</p><p><b>
To Apply</b></p><p>
If you are interested in pursuing this position, please follow the application instructions carefully. If you need this announcement in an alternate language or format, would like to request accommodation or assistance in the application or assessment process or if you have questions please contact the recruiter listed on this job announcement.</p></div></div></div><p></p>

Behavioral Health Fund Manager (BFO IV)

Mercer Advisors

<div><div><p><b>Why Work at Mercer Advisors?</b></p>
<p>
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*</p>
<p>
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.</p>
<p>
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.</p>
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div><p></p><p><b><br>
Job Summary:</b></p>
<p>
The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.</p>
<p>
Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.</p><p><br>
<b>
Key Responsibilities and Duties</b></p>
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
<p><b>Required Knowledge, Skills and Abilities:</b></p>
<p>
Education:</p>
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
<p>Experience:</p>
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
<p>Certifications/Licenses:</p>
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
<p>Skills &amp; Competencies:</p>
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
<p><b>Location: </b>This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.</p>
<p><b>
Work Schedule:</b> Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.</p>
<p><b>
Working Conditions: </b>Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.</p><div><p><b>
Benefits:</b></p>
<p>
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:</p>
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
<p><b>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</b></p>
<p><i>
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.</i></p>
<p>
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. <b><i>This inbox is for accommodation requests only.</i></b></p>
<p>
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our <b>Applicant Notices and Employment Rights</b>.</p>
<p>
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.<br>
CCPA Notice at Collection</p></div></div>

Associate Wealth Advisor (Pacific Time Zone)

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