Top Finance Jobs

Provide advanced federal and state tax planning for high-net-worth individuals, corporations, partnerships, and trusts. Run tax projections, review complex returns, research multi-state tax law, collaborate with advisors and firm leadership, and leverage tax software and technology to improve client outcomes and firm strategy.

Manage monthly client invoicing, prepare weekly and monthly financial reports tied to KPIs, support month-end and annual close, maintain project accounting and reconciliations, assist with audits and filings, improve workflows, and partner with teams to resolve billing questions.

Lead Wealth Management division strategy and operations, driving growth, fiduciary excellence, client experience, compliance, talent development, and financial performance. Oversee trust, investment, advisory, and family office services, partner with bank leadership, manage budgets and KPIs, and strengthen governance and operational effectiveness.

Performs accounting data entry and reconciliations using accounting software and Excel; researches and resolves documentation discrepancies; ensures Sarbanes-Oxley compliance; communicates with other departments; completes filings, reports, and special projects; maintains records and general office duties.

Process vendor invoices, maintain AP/AR records, support accounting tasks, review and classify expense reports, reconcile cash receipts and bank statements, and investigate tenant ledger discrepancies.

Manage a large commercial loan portfolio, originate and market loans, deposits, and treasury services, maintain asset quality and collections, develop new business relationships, refer prospects to wealth management, and negotiate complex loan structures with minimal supervision.

Lead full-cycle accounting, monthly/annual close, financial reporting and MIS. Drive budgeting, forecasting, variance and profitability analysis, tax compliance, cash flow and working capital management. Strengthen internal controls, manage audits, prepare statutory accounts, and support OPEX/CAPEX business cases. Optimize processes and systems, monitor legal compliance, and analyze market trends to improve profitability and expansion opportunities.

Perform reconciliations, analyze and resolve transaction variances, manage bank information, process EFT agreements, assist customers, maintain documentation, and support system testing and CMS-compliant procedures.

Senior finance leader accountable for financial strategy, budgeting, forecasting, reporting, risk management, controls, and capital allocation. Partners with executives to drive growth, support M&A/capital raises, optimize operations, and build high-performing finance teams in a healthcare/PBM context.

Own full-cycle accounting and month-end close, manage payroll/commissions/billing, oversee revenue recognition and AR/collections, ensure tax compliance, build controls and reporting, and prepare finance for audit and scale.