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Newest job postings for lifeandmyfinances
via HigherEdJobs
posted_at: 4 days agoschedule_type: Full-time
27424BR
Financial Aid & Scholarships...
Position Overview
The University of Kansas invites applications for the position of Assistant Director of Jayhawk Finances within the Financial Aid & Scholarships office. This dynamic role involves coordinating and administering comprehensive financial literacy and financial wellness services for KU students. The Assistant Director will serve as a content expert, developing and marketing financial literacy
27424BR
Financial Aid & Scholarships...
Position Overview
The University of Kansas invites applications for the position of Assistant Director of Jayhawk Finances within the Financial Aid & Scholarships office. This dynamic role involves coordinating and administering comprehensive financial literacy and financial wellness services for KU students. The Assistant Director will serve as a content expert, developing and marketing financial literacy programs, providing personalized coaching, delivering educational workshops, and facilitating staff training on financial wellness topics. This position will be cross-trained in both financial aid and financial literacy/wellness to ensure a holistic counseling experience for students.
If you are looking for a rewarding and dynamic career, look no farther than the University of Kansas. In addition to a competitive salary, KU offers great benefits to employees with up to 176 hours of paid vacation per year, 96 hours of sick leave earned per year, 10 paid holidays plus one discretionary day, a great retirement program, medical and dental insurance, life and disability insurance, other benefit plan options and state of Kansas discounts offered by various vendors. KU also offers employees educational opportunities for employees. KU is a great place to work! The University actively encourages applications from members of underrepresented groups.
Job Description
70%: Financial Education & Service Delivery
• Plan, coordinate, implement, and assess financial wellness workshops, classes, coaching sessions, online materials, events, and other financial wellness services or resources as they are identified.
• Develop, train, and execute a peer financial coaching program, supervising 5-10 student peer financial coaches that will deliver one-on-one coaching, presentations, outreach, and programming.
• Conduct one-on-one financial coaching appointments covering various financial literacy topics and offering escalation support for complex student financial issues.
• Monitor and address popular financial topics affecting diverse student populations, developing relevant educational programming and materials.
• Provide workshops and presentations upon request from campus partners.
30%: Projects, Assessment, & Collaboration
• Support Jayhawk Rising initiatives by developing outreach to vulnerable populations, collaborating with campus stakeholders to reduce loan debt and time to degree.
• Collaborate with UNIV 101 and other campus support services to develop a financial wellness curriculum.
• Provide assessment and reporting on all financial wellness programs.
• Support service delivery projects for the financial aid office, including calling projects, semester start-up services, and training.
Position Requirements
• This position will be on-site for the duration of training. At the conclusion of training, this position will primarily work on-site, but a limited hybrid work schedule may be considered upon approval of supervisor.
• The successful candidate is expected to assist with virtual and in-person programming. Occasional travel may be required for off-site events.
• Upon hire, work towards obtaining and maintaining a financial counseling or financial planning certification within one year of start date. Professional development funding will be provided for this requirement.
Required Qualifications
• Master's degree OR Bachelor's degree with three years of related experience in student affairs, teaching, curriculum and instruction, counseling, advising, financial education/financial coaching, or another relevant field.
• Experience in public speaking an creating engaging presentation materials.
• Clear and accurate communication skills for diverse audiences as demonstrated by application materials and interview process.
• Demonstrated interpersonal skills for working with diverse stakeholders as demonstrated by application materials.
Preferred Qualifications
• Bachelor's or Master's degree in Higher Education Administration, Student Affairs, Curriculum & Instruction, or another relevant area.
• Experience in online course development or online module design, especially within a learning management system such as Canvas, Blackboard, etc.
• Experience in personal financial planning or providing financial literacy education.
• Experience in training and evaluating students and professional staff.
• Financial planning certification (e.g., Accredited Financial Counselor, Certified Financial Planner, etc.).
Contact Information to Applicants
Leah Nicholson
leahnicholson@ku.edu
Additional Candidate Instruction
In addition to the online application, the following documents are required to be considered for this position:
• A cover letter addressing how required and preferred qualifications are met.
• Resume or curriculum vitae.
• Contact information for three professional references.
Incomplete applications will not be considered.
Application review begins Monday, April 1, 2024 and will continue until a qualified pool of candidates has been identified.
Advertised Salary Range: $52,000
Application Review Begins: 01-Apr-2024
Anticipated Start Date: 13-May-2024
Primary Campus
University of Kansas Lawrence Campus
FTE: 1.0
Reg/Temp: Regular
FLSA Status
Nonexempt
Employee Class: U-Unclassified Professional Staff
Work Schedule
Monday-Friday, 8am-5pm
Job Family
EducationalSuport&Delivery-KUL
Work Location Assignment
On-Site
Disclaimer
The University of Kansas prohibits discrimination on the basis of race, color, ethnicity, religion, sex, national origin, age, ancestry, disability, status as a veteran, sexual orientation, marital status, parental status, gender identity, gender expression, and genetic information in the university's programs and activities. Retaliation is also prohibited by university policy. The following person has been designated to handle inquiries regarding the nondiscrimination policies and is the Title IX coordinator for all KU and KUMC campuses: Associate Vice Chancellor for Civil Rights and Title IX, civilrights@ku.edu, Room 1082, Dole Human Development Center, 1000 Sunnyside Avenue, Lawrence, KS 66045, 785-864-6414, 711 TTY Show more details...
Financial Aid & Scholarships...
Position Overview
The University of Kansas invites applications for the position of Assistant Director of Jayhawk Finances within the Financial Aid & Scholarships office. This dynamic role involves coordinating and administering comprehensive financial literacy and financial wellness services for KU students. The Assistant Director will serve as a content expert, developing and marketing financial literacy programs, providing personalized coaching, delivering educational workshops, and facilitating staff training on financial wellness topics. This position will be cross-trained in both financial aid and financial literacy/wellness to ensure a holistic counseling experience for students.
If you are looking for a rewarding and dynamic career, look no farther than the University of Kansas. In addition to a competitive salary, KU offers great benefits to employees with up to 176 hours of paid vacation per year, 96 hours of sick leave earned per year, 10 paid holidays plus one discretionary day, a great retirement program, medical and dental insurance, life and disability insurance, other benefit plan options and state of Kansas discounts offered by various vendors. KU also offers employees educational opportunities for employees. KU is a great place to work! The University actively encourages applications from members of underrepresented groups.
Job Description
70%: Financial Education & Service Delivery
• Plan, coordinate, implement, and assess financial wellness workshops, classes, coaching sessions, online materials, events, and other financial wellness services or resources as they are identified.
• Develop, train, and execute a peer financial coaching program, supervising 5-10 student peer financial coaches that will deliver one-on-one coaching, presentations, outreach, and programming.
• Conduct one-on-one financial coaching appointments covering various financial literacy topics and offering escalation support for complex student financial issues.
• Monitor and address popular financial topics affecting diverse student populations, developing relevant educational programming and materials.
• Provide workshops and presentations upon request from campus partners.
30%: Projects, Assessment, & Collaboration
• Support Jayhawk Rising initiatives by developing outreach to vulnerable populations, collaborating with campus stakeholders to reduce loan debt and time to degree.
• Collaborate with UNIV 101 and other campus support services to develop a financial wellness curriculum.
• Provide assessment and reporting on all financial wellness programs.
• Support service delivery projects for the financial aid office, including calling projects, semester start-up services, and training.
Position Requirements
• This position will be on-site for the duration of training. At the conclusion of training, this position will primarily work on-site, but a limited hybrid work schedule may be considered upon approval of supervisor.
• The successful candidate is expected to assist with virtual and in-person programming. Occasional travel may be required for off-site events.
• Upon hire, work towards obtaining and maintaining a financial counseling or financial planning certification within one year of start date. Professional development funding will be provided for this requirement.
Required Qualifications
• Master's degree OR Bachelor's degree with three years of related experience in student affairs, teaching, curriculum and instruction, counseling, advising, financial education/financial coaching, or another relevant field.
• Experience in public speaking an creating engaging presentation materials.
• Clear and accurate communication skills for diverse audiences as demonstrated by application materials and interview process.
• Demonstrated interpersonal skills for working with diverse stakeholders as demonstrated by application materials.
Preferred Qualifications
• Bachelor's or Master's degree in Higher Education Administration, Student Affairs, Curriculum & Instruction, or another relevant area.
• Experience in online course development or online module design, especially within a learning management system such as Canvas, Blackboard, etc.
• Experience in personal financial planning or providing financial literacy education.
• Experience in training and evaluating students and professional staff.
• Financial planning certification (e.g., Accredited Financial Counselor, Certified Financial Planner, etc.).
Contact Information to Applicants
Leah Nicholson
leahnicholson@ku.edu
Additional Candidate Instruction
In addition to the online application, the following documents are required to be considered for this position:
• A cover letter addressing how required and preferred qualifications are met.
• Resume or curriculum vitae.
• Contact information for three professional references.
Incomplete applications will not be considered.
Application review begins Monday, April 1, 2024 and will continue until a qualified pool of candidates has been identified.
Advertised Salary Range: $52,000
Application Review Begins: 01-Apr-2024
Anticipated Start Date: 13-May-2024
Primary Campus
University of Kansas Lawrence Campus
FTE: 1.0
Reg/Temp: Regular
FLSA Status
Nonexempt
Employee Class: U-Unclassified Professional Staff
Work Schedule
Monday-Friday, 8am-5pm
Job Family
EducationalSuport&Delivery-KUL
Work Location Assignment
On-Site
Disclaimer
The University of Kansas prohibits discrimination on the basis of race, color, ethnicity, religion, sex, national origin, age, ancestry, disability, status as a veteran, sexual orientation, marital status, parental status, gender identity, gender expression, and genetic information in the university's programs and activities. Retaliation is also prohibited by university policy. The following person has been designated to handle inquiries regarding the nondiscrimination policies and is the Title IX coordinator for all KU and KUMC campuses: Associate Vice Chancellor for Civil Rights and Title IX, civilrights@ku.edu, Room 1082, Dole Human Development Center, 1000 Sunnyside Avenue, Lawrence, KS 66045, 785-864-6414, 711 TTY Show more details...
via HigherEdJobs
posted_at: 14 days agoschedule_type: Full-time
Job ID: 360000
About the Job...
Finance Professional 1
This position is onsite in Morris, MN.
This position is offered at the Finance Professional 1 or 2 classification, with compensation and work to be assigned accordingly.
Purpose of the position:
The Finance Professional 1 or 2 reports to the Human Resources Director at UMN Morris. This position administers the payroll entry, confirmation, and time and absence activity for over 372 non-student
Job ID: 360000
About the Job...
Finance Professional 1
This position is onsite in Morris, MN.
This position is offered at the Finance Professional 1 or 2 classification, with compensation and work to be assigned accordingly.
Purpose of the position:
The Finance Professional 1 or 2 reports to the Human Resources Director at UMN Morris. This position administers the payroll entry, confirmation, and time and absence activity for over 372 non-student employees (320 FTE) at the Morris Campus, in all divisions and departments. The position will be assigned Finance Office duties that include, but are not limited to: reporting, budget preparation and entry as well as responsibility for student financials. The role requires a commitment to confidentiality, sensitivity, knowledge, and understanding of diverse academic, socioeconomic, gender, cultural and ethnic backgrounds.
Job Duties:
Financial Reporting/Analysis and Budget Preparation (25%)
• Reconciles General Ledger activity; prepares Journal Entries if necessary for corrections and upholds financial policy on the Morris campus
• Run from the system and review monthly, quarterly, and annual financial reports and reconciliations for the Finance Manager and senior management
• Monitors account balances, initiates contact with departments when issues arise, and helps resolve
• Performs review and detailed entry for Position and Departmental Budgeting for Morris campus
• Prepares/processes budget journals entries, and subsequent combo codes as needed
• Aids department personnel in how to compile annual budgets
• Under the direction of the Finance Manager, reviews and pays sales tax for the Morris campus, and submits journal entry for posting.
Student Finance & Other duties (25%)
• Posting, reviewing, and reconciling, student payments and charges
• Enter third party billings on student accounts and reconcile payments
• Answer questions and resolve issues with student accounts
• Assist with special projects/reports as needed for the Finance Manager
• Complete other tasks as assigned by the Finance Manager
HRMS (25%)
• Responsible for the entry and maintenance of data in the human resource management system (HRMS).
TDX
• Help create Personnel Action Forms (PAF) to request position postings and employment changes and track them to completion.
• Using the completed PAF, request new hires and employment changes via TeamDynamix (TDX) system for entry via UMN Operations Center.
• Responsible for confirming and reconciling requested changes and following proper procedures to resolve discrepancies.
Payroll
• Reviews the bi-weekly payroll abstract and pre-payroll confirmation reports. Investigate problems and answer payroll questions.
• Responsible for adjustments and overpayments and communication to employees.
• Responsible for confirming and reconciling requested changes and following proper procedures to resolve discrepancies.
Time administrator
• Answer questions from employees and supervisors and help supervisors approve hours or provide back up approval when necessary. Run reports to identify errors.
Absence Administrator
• Answer employee and supervisor questions regarding vacation and sick use, investigate and make corrections if necessary. Run reports to confirm approvals and find errors.
Human Resources (25%)
• Answers questions from supervisors, employees and applicants regarding University work rules and bargaining unit agreements.
• I-9 - conduct I-9 employment verification. Maintain accuracy with E Verify I9's with updating information as necessary for applicable team members (including reverifications and visa renewals).
• Provides on-boarding orientation for all new non-student employees; reviews and explains the MyU web portal, its function and the university payroll calendar as it affects their pay.
• Assist in coordinating employment-related University programs and projects (exit interviews, performance appraisals, etc.).
• Maintain historical files according to University retention guidelines. Provides departmental and campus recommendations and resolves related issues.
Qualifications
Essential knowledge, skills and abilities:
• Finance Professional 1 - Bachelor degree in Business Administration, Human Resources, Accounting or Finance or a combination of related education and experience to equal four years.
• Finance Professional 2 - Bachelor degree in Business Administration, Human Resources, Accounting or Finance and 2 years of professional experience or a combination of related education and experience to equal six years.
• Demonstrated experience with Microsoft Word, Excel and PowerPoint software and Google applications.
• Proven analytical, organizational, and general office best practice skills.
• Demonstrated good verbal and written communication skills.
• Outstanding customer services skills.
Preferred knowledge, skills, and abilities:
• Demonstrated knowledge of generally accepted accounting principles.
• Experience with University of Minnesota Enterprise Financial System, PeopleSoft student system.
• Working knowledge of University of Minnesota policies and procedures preferred.
Benefits
Working at the University
At the University of Minnesota, you'll find a flexible work environment and supportive colleagues who are interested in lifelong learning. We prioritize work-life balance, allowing you to invest in the future of your career and in your life outside of work.
The University also offers a comprehensive benefits package that includes:
• Competitive wages, paid holidays, and generous time off
• Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Scholarship
• Low-cost medical, dental, and pharmacy plans
• Healthcare and dependent care flexible spending accounts
• University HSA contributions
• Disability and employer-paid life insurance
• Employee wellbeing program
• Excellent retirement plans with employer contribution
• Public Service Loan Forgiveness (PSLF) opportunity
• Financial counseling services
• Employee Assistance Program with eight sessions of counseling at no cost
Please visit the Office of Human Resources website for more information regarding benefits.
How To Apply
Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will be given the opportunity to complete an online application for the position and attach a cover letter and resume.
Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.
To request an accommodation during the application process, please e-mail employ@umn.edu or call (612) 624-8647.
Diversity
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.
The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu
Employment Requirements
Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.
About the U of M
The University of Minnesota Morris (UMN Morris)
The University of Minnesota Morris (UMN Morris) makes its home on a 121-year-old campus on the western edge of the state and is one of the top public liberal arts colleges in the nation. The small, close-knit campus emphasizes faculty/student collaboration in research, study abroad, and community engaged learning. Deeply rooted in the tall grass prairies of Minnesota, the campus also has advanced sustainable, environmentally friendly initiatives that have grown to levels of national leadership and touch nearly all aspects of campus life.
At the University of Minnesota, we are proud to be recognized by the Star Tribune as a Top Workplace for 2021, as well as by Forbes as Best Employers for Women and one of America's Best Employers (2015, 2018, 2019, 2023), Best Employer for Diversity (2019, 2020), Best Employer for New Grads (2018, 2019), and Best Employer by State (2019, 2022 Show more details...
About the Job...
Finance Professional 1
This position is onsite in Morris, MN.
This position is offered at the Finance Professional 1 or 2 classification, with compensation and work to be assigned accordingly.
Purpose of the position:
The Finance Professional 1 or 2 reports to the Human Resources Director at UMN Morris. This position administers the payroll entry, confirmation, and time and absence activity for over 372 non-student employees (320 FTE) at the Morris Campus, in all divisions and departments. The position will be assigned Finance Office duties that include, but are not limited to: reporting, budget preparation and entry as well as responsibility for student financials. The role requires a commitment to confidentiality, sensitivity, knowledge, and understanding of diverse academic, socioeconomic, gender, cultural and ethnic backgrounds.
Job Duties:
Financial Reporting/Analysis and Budget Preparation (25%)
• Reconciles General Ledger activity; prepares Journal Entries if necessary for corrections and upholds financial policy on the Morris campus
• Run from the system and review monthly, quarterly, and annual financial reports and reconciliations for the Finance Manager and senior management
• Monitors account balances, initiates contact with departments when issues arise, and helps resolve
• Performs review and detailed entry for Position and Departmental Budgeting for Morris campus
• Prepares/processes budget journals entries, and subsequent combo codes as needed
• Aids department personnel in how to compile annual budgets
• Under the direction of the Finance Manager, reviews and pays sales tax for the Morris campus, and submits journal entry for posting.
Student Finance & Other duties (25%)
• Posting, reviewing, and reconciling, student payments and charges
• Enter third party billings on student accounts and reconcile payments
• Answer questions and resolve issues with student accounts
• Assist with special projects/reports as needed for the Finance Manager
• Complete other tasks as assigned by the Finance Manager
HRMS (25%)
• Responsible for the entry and maintenance of data in the human resource management system (HRMS).
TDX
• Help create Personnel Action Forms (PAF) to request position postings and employment changes and track them to completion.
• Using the completed PAF, request new hires and employment changes via TeamDynamix (TDX) system for entry via UMN Operations Center.
• Responsible for confirming and reconciling requested changes and following proper procedures to resolve discrepancies.
Payroll
• Reviews the bi-weekly payroll abstract and pre-payroll confirmation reports. Investigate problems and answer payroll questions.
• Responsible for adjustments and overpayments and communication to employees.
• Responsible for confirming and reconciling requested changes and following proper procedures to resolve discrepancies.
Time administrator
• Answer questions from employees and supervisors and help supervisors approve hours or provide back up approval when necessary. Run reports to identify errors.
Absence Administrator
• Answer employee and supervisor questions regarding vacation and sick use, investigate and make corrections if necessary. Run reports to confirm approvals and find errors.
Human Resources (25%)
• Answers questions from supervisors, employees and applicants regarding University work rules and bargaining unit agreements.
• I-9 - conduct I-9 employment verification. Maintain accuracy with E Verify I9's with updating information as necessary for applicable team members (including reverifications and visa renewals).
• Provides on-boarding orientation for all new non-student employees; reviews and explains the MyU web portal, its function and the university payroll calendar as it affects their pay.
• Assist in coordinating employment-related University programs and projects (exit interviews, performance appraisals, etc.).
• Maintain historical files according to University retention guidelines. Provides departmental and campus recommendations and resolves related issues.
Qualifications
Essential knowledge, skills and abilities:
• Finance Professional 1 - Bachelor degree in Business Administration, Human Resources, Accounting or Finance or a combination of related education and experience to equal four years.
• Finance Professional 2 - Bachelor degree in Business Administration, Human Resources, Accounting or Finance and 2 years of professional experience or a combination of related education and experience to equal six years.
• Demonstrated experience with Microsoft Word, Excel and PowerPoint software and Google applications.
• Proven analytical, organizational, and general office best practice skills.
• Demonstrated good verbal and written communication skills.
• Outstanding customer services skills.
Preferred knowledge, skills, and abilities:
• Demonstrated knowledge of generally accepted accounting principles.
• Experience with University of Minnesota Enterprise Financial System, PeopleSoft student system.
• Working knowledge of University of Minnesota policies and procedures preferred.
Benefits
Working at the University
At the University of Minnesota, you'll find a flexible work environment and supportive colleagues who are interested in lifelong learning. We prioritize work-life balance, allowing you to invest in the future of your career and in your life outside of work.
The University also offers a comprehensive benefits package that includes:
• Competitive wages, paid holidays, and generous time off
• Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Scholarship
• Low-cost medical, dental, and pharmacy plans
• Healthcare and dependent care flexible spending accounts
• University HSA contributions
• Disability and employer-paid life insurance
• Employee wellbeing program
• Excellent retirement plans with employer contribution
• Public Service Loan Forgiveness (PSLF) opportunity
• Financial counseling services
• Employee Assistance Program with eight sessions of counseling at no cost
Please visit the Office of Human Resources website for more information regarding benefits.
How To Apply
Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will be given the opportunity to complete an online application for the position and attach a cover letter and resume.
Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.
To request an accommodation during the application process, please e-mail employ@umn.edu or call (612) 624-8647.
Diversity
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.
The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu
Employment Requirements
Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.
About the U of M
The University of Minnesota Morris (UMN Morris)
The University of Minnesota Morris (UMN Morris) makes its home on a 121-year-old campus on the western edge of the state and is one of the top public liberal arts colleges in the nation. The small, close-knit campus emphasizes faculty/student collaboration in research, study abroad, and community engaged learning. Deeply rooted in the tall grass prairies of Minnesota, the campus also has advanced sustainable, environmentally friendly initiatives that have grown to levels of national leadership and touch nearly all aspects of campus life.
At the University of Minnesota, we are proud to be recognized by the Star Tribune as a Top Workplace for 2021, as well as by Forbes as Best Employers for Women and one of America's Best Employers (2015, 2018, 2019, 2023), Best Employer for Diversity (2019, 2020), Best Employer for New Grads (2018, 2019), and Best Employer by State (2019, 2022 Show more details...
via Built In Chicago
posted_at: 16 days agoschedule_type: Full-timework_from_home: 1
At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a brighter future.
While... we're proud of what we've already accomplished, we're
At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a brighter future.
While... we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About the Role
We are looking to grow our Strategy & Operations team. This team covers a wide range of upfront strategy all the way into driving detailed hands-on execution. We lead mission-critical, cross-functional efforts, deliver objective analysis and insights, and execute strategic initiatives. The ideal candidate will combine thought leadership, commercial pragmatism, and analytical rigor with enthusiasm for diving deeper into existing processes and tirelessly looking for opportunities to “move the needle.”
What You'll Do
● Manage initiatives that focus on new projects, process optimization and customer experience enhancements; Initiatives will require end-to-end execution from initial assessment through recommendation and implementation
● Lead roadmap of enhancements to drive continuity, reduce risk, and enable new capabilities
● Identify opportunities to increase revenue, as well as for automation and system improvements
● Perform financial forecasting and market analysis to develop a competitive intelligence strategy
● Build relationships with key stakeholders across the business to define needs and deliver holistic solutions
● Author and deliver executive level reporting, including weekly, monthly, and quarterly business reviews
● Build and/or maintain operational dashboards and reporting suites to track, manage, and provide valuable insights on metrics and KPIs.
Qualifications
● Bachelor's degree from an accredited college or university. MBA preferred, but not required.
● Experience in consulting, investment banking, private equity, strategy or a high growth start up. Education and GPA required for those that lack the minimum work experience requirement.
● Experience executing complex strategic and operational initiatives with solid business judgment
● Strong knowledge of business and financial concepts
● Demonstrated ability to deliver results in a fast-paced environment
● Quick learner; willing to dive in and get her/his hands dirty
● Exceptional problem-solving skills, with the ability to conduct analysis and make strategic recommendations
● Experience conducting quantitative and qualitative analysis, including creating complex Excel models; SQL experience is a plus.
● Excellent communication and interpersonal skills
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team Show more details...
While... we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About the Role
We are looking to grow our Strategy & Operations team. This team covers a wide range of upfront strategy all the way into driving detailed hands-on execution. We lead mission-critical, cross-functional efforts, deliver objective analysis and insights, and execute strategic initiatives. The ideal candidate will combine thought leadership, commercial pragmatism, and analytical rigor with enthusiasm for diving deeper into existing processes and tirelessly looking for opportunities to “move the needle.”
What You'll Do
● Manage initiatives that focus on new projects, process optimization and customer experience enhancements; Initiatives will require end-to-end execution from initial assessment through recommendation and implementation
● Lead roadmap of enhancements to drive continuity, reduce risk, and enable new capabilities
● Identify opportunities to increase revenue, as well as for automation and system improvements
● Perform financial forecasting and market analysis to develop a competitive intelligence strategy
● Build relationships with key stakeholders across the business to define needs and deliver holistic solutions
● Author and deliver executive level reporting, including weekly, monthly, and quarterly business reviews
● Build and/or maintain operational dashboards and reporting suites to track, manage, and provide valuable insights on metrics and KPIs.
Qualifications
● Bachelor's degree from an accredited college or university. MBA preferred, but not required.
● Experience in consulting, investment banking, private equity, strategy or a high growth start up. Education and GPA required for those that lack the minimum work experience requirement.
● Experience executing complex strategic and operational initiatives with solid business judgment
● Strong knowledge of business and financial concepts
● Demonstrated ability to deliver results in a fast-paced environment
● Quick learner; willing to dive in and get her/his hands dirty
● Exceptional problem-solving skills, with the ability to conduct analysis and make strategic recommendations
● Experience conducting quantitative and qualitative analysis, including creating complex Excel models; SQL experience is a plus.
● Excellent communication and interpersonal skills
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team Show more details...
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