Financial Needs Assessment Jobs

The Associate role in Business Valuation Litigation at Stout's Valuation Advisory team supports high-impact engagements involving financial disputes, transactions, and marital dissolution matters. Key responsibilities include performing business valuations using methodologies like discounted cash flow, conducting forensic accounting for asset tracing, and preparing comprehensive reports for mediation or trial settings. The position offers a hybrid work arrangement and provides a collaborative, team-oriented culture focused on Relentless Excellence. Professionals benefit from significant exposure to complex financial structures, opportunities for mentorship, and a supportive environment that encourages continuous learning and career growth.

This Staff Accountant role supports the accounting team at MDD, a global forensic accounting firm specializing in economic damage quantification. The position involves reviewing financial reports, analyzing invoices, and assisting with client interviews to identify parties involved in disputes. Key duties include performing forensic research to trace funds, verifying claims against source documents, and preparing accounting reports for litigation cases. The role appeals to candidates seeking to work with a prestigious international organization while developing expertise in forensic investigations. The position requires international travel and offers a collaborative environment for professionals pursuing their CPA designation.

The Workday Adaptive Planning Lead Consultant role at Kainos involves leading implementation projects for clients across various industries to transform their business planning processes. Key responsibilities include designing and configuring complex financial forecasting models, guiding clients through design sessions, and mentoring junior team members to ensure project success. The position appeals to professionals seeking a people-first culture that values growth, collaboration, and diversity. It offers the opportunity to work with cutting-edge technology while supporting business development and fostering an inclusive environment. The role is primarily remote with minimal travel required to local customer sites.

The Senior Accountant role supports the finance department by managing advanced accounting functions and ensuring accurate financial reporting in compliance with GAAP. Key responsibilities include leading monthly, quarterly, and annual closing processes, overseeing general ledger maintenance and complex reconciliations, and serving as the primary liaison for internal and external audits. The position also involves preparing detailed financial reports, contributing to budget development, and mentoring junior staff to foster professional growth. This opportunity appeals to experienced professionals seeking a collaborative environment where they can drive process improvements and support strategic decision-making. The role requires a minimum of five to eight years of accounting experience and offers the chance to work with advanced ERP systems while maintaining strong internal controls.

The Senior Accountant role within the Finance & Accounting department supports CF Industries' mission to advance clean energy through disciplined financial management. Key responsibilities include preparing and reviewing monthly journal entries, conducting month-end analyses, and managing payroll and bank reconciliations. The position also involves evaluating accounting procedures, maintaining internal controls, and providing guidance to junior staff. This opportunity appeals to professionals seeking a collaborative culture that values diverse perspectives and personal growth. The role offers flexible work arrangements to support work-life balance and the chance to contribute to a global organization dedicated to sustainable operations.

This senior leadership role reports to the Chief Accounting Officer and focuses on establishing enterprise-wide financial insight through standardized metrics and centralized reporting. The position serves as a strategic bridge between accounting, FP&A, and business units to ensure data consistency and transparency across global laboratories. Key responsibilities include defining governance for financial metrics, designing scalable data models, and building centralized reporting frameworks that provide a single source of truth for executive decision-making. The role also involves leading a high-performing team and driving the adoption of new reporting standards. This position offers the appeal of working for a global leader in safety science with a mission to advance sustainability and innovation. It is a hybrid role requiring three days in the office, located in either Northbrook or Chicago, Illinois.

This senior management role reports to the Chief Accounting Officer and focuses on establishing enterprise-wide financial insights through standardized metrics and centralized reporting. The position serves as a strategic bridge between accounting, FP&A, and business leadership to ensure data consistency and transparency across global laboratories and business units. Key responsibilities include defining governance for financial metrics, designing scalable data models, and building centralized reporting frameworks that provide a single source of truth for executive decision-making. The role also involves leading a high-performing team and driving the adoption of new reporting standards. This position offers the appeal of working for a global leader in safety science with a mission to advance sustainability and innovation. It is a hybrid role requiring three days in the office at either the Northbrook or Chicago, Illinois location.

This remote junior property accountant role supports the East Coast Client Accounting team within Colliers, a leading commercial real estate firm. The position involves preparing monthly and annual financial statements, processing accounts payable and receivable, and reconciling bank statements and property accounts. Key duties also include maintaining tenant ledgers, assisting with budgeting and forecasting, and ensuring compliance with internal controls. The role appeals to candidates seeking a nimble, decentralized culture that encourages ownership and offers significant opportunities for career acceleration. The position provides a flexible work arrangement and includes access to comprehensive benefits such as health insurance, a 401k match, and paid time off.

The Forensic Accountant role within the Ventura County District Attorney's Office supports the prosecution of economic fraud and financial crimes. Key responsibilities include conducting investigative audits of complex financial transactions, reconstructing financial records to identify evidence of embezzlement or money laundering, and serving as an expert witness in court to explain technical findings to juries. This position appeals to professionals seeking to serve the public interest by ensuring justice for victims while working within a collaborative team of attorneys and investigators. The office fosters a culture of diversity and inclusion, offering opportunities for professional growth through educational incentives and a supportive work environment. The position is a full-time, on-site role based in Ventura, California.

The Assistant Dean of Finance and Administration serves as a key member of the College of Pharmacy leadership team, overseeing daily operations, human resources, facilities, and financial management. Key responsibilities include managing the college's comprehensive budget, interpreting administrative policies, adjudicating fiscal disputes, and overseeing hiring processes and research award evaluations. This role appeals to professionals seeking a leadership position within an academic environment where they can drive operational efficiency and support the college's mission. The position requires strong analytical and communication skills to manage complex financial data and personnel matters. While primarily based on-site, the role may involve occasional evening or weekend work and travel to affiliated institutions.

The role involves serving as a Bilingual Automotive Sales Consultant at Woodhouse Chevy in Omaha, Nebraska, where the employee engages customers in both English and Spanish to facilitate vehicle sales. Key responsibilities include assessing customer needs, demonstrating vehicle features, managing leads through CRM tools, and meeting sales targets while maintaining detailed inventory knowledge. The position offers a flexible schedule with a weekday off and provides a supportive environment with a monthly training guarantee followed by uncapped commission potential. The role is appealing due to the opportunity to leverage bilingual skills in a family-owned business with a long history of customer service excellence, alongside comprehensive benefits including health insurance, retirement matching, and paid time off.

The Branch Security Engineer role involves designing, implementing, and managing physical security technologies across a network of over 250 retail bank locations. Key responsibilities include standardizing security systems for new builds and renovations, providing Tier 2 and Tier 3 troubleshooting for system outages, and coordinating with vendors for installations and maintenance. The position requires foundational networking knowledge and experience with surveillance, access control, and alarm systems within the financial sector. This opportunity appeals to candidates seeking a remote contract with flexible hours who value working on critical infrastructure for a regulated industry. The role offers a hybrid work environment with periodic travel to branch sites and the chance to collaborate with cross-functional teams on high-impact security projects.

The Manager, Marketing Planning and Analytics role supports the Lovet pet health brand within The Aspen Group's Growth organization. This position focuses on evolving marketing from channel-level optimization to system-level decision-making by analyzing performance across paid media, CRM, and site experience. Key responsibilities include evaluating marketing incrementality, building media mix models, forecasting demand based on operational capacity, and translating complex data into actionable growth strategies. The role appeals to candidates passionate about scaling a mission-driven veterinary care brand, offering the opportunity to work in a collaborative, high-impact environment where analytics directly influence national expansion and pet access to care.

This Community Management Intern role places a student within a Walgreens retail store to gain hands-on experience in customer service and operations. The position involves engaging with customers to resolve issues, managing cash registers, and assisting with inventory control and pricing tasks. Interns also support store maintenance, participate in community events, and analyze financial data under the guidance of store managers. The opportunity is appealing for its comprehensive training program, exposure to district leadership, and the chance to develop professional skills in a fast-paced environment. The role requires a flexible schedule including evenings and weekends and is designed for students nearing the completion of their bachelor's degree.

This summer 2026 internship places candidates within Mariner's Performance Reporting or Defined Contribution Support Services teams to gain hands-on experience in investment operations. Key responsibilities include collecting and filing critical client documents, maintaining investment manager compliance spreadsheets, and uploading portfolio data into reporting systems. The role appeals to students seeking to develop practical skills in evaluating portfolio performance and assessing data integrity while working in a fast-growing financial services firm. The position offers a supportive culture focused on professional growth, teamwork, and work-life balance, with opportunities to contribute to real client deliverables in a professional office environment.

The Health Unit Coordinator PRN role supports the Emergency Department at Clark Fork Valley Hospital, serving as the primary point of contact for patients and visitors. Key responsibilities include gathering admission information, managing patient paperwork and insurance verification, maintaining daily census reports, and coordinating follow-up appointments. The position appeals to candidates seeking a supportive environment within a small community that values quality care close to home. This role requires strong organizational and communication skills to handle multitasking under pressure while working independently as part of a dedicated team.

This full-time Registered Nurse role is based in the Surgical Step-down department at Elmbrook Memorial Hospital in Brookfield, Wisconsin, covering night shifts. The position involves implementing and monitoring patient care plans, executing physician and nursing orders, and coordinating discharge planning with the healthcare team. The role offers an appealing environment within a leading nonprofit Catholic health system known for its inclusive culture and recognition as a top workplace. Associates benefit from extensive career growth opportunities, including paid tuition and professional development, alongside comprehensive support for health, financial security, and family needs.

This full-time sales role serves as the primary contact for United Rentals' Climate Solutions division, focusing on equipment rental and services for heating and cooling systems. The position involves consulting with clients to identify needs, negotiating contracts, and managing the entire sales process both in person and remotely. Key responsibilities include providing technical product training, coordinating equipment delivery and installation, and maintaining accurate records in CRM systems. The role appeals to ambitious individuals seeking a career with an award-winning company known for its inclusive culture and strong support for employees. Opportunities for career advancement, comprehensive benefits, and flexible work arrangements are available. The position requires physical capability to handle equipment and operate vehicles, with availability for on-call rotations to ensure customer satisfaction.

This full-time Drupal Developer role supports a technical initiative for a large Federal agency within CGS's Developer department. The position involves building and maintaining Drupal sites, creating custom themes and modules, and collaborating with Agile teams to translate user requirements into functional solutions. The role appeals to candidates interested in government innovation, offering a supportive environment that encourages professional growth through continuous learning. Employees benefit from a comprehensive benefits package including health coverage and retirement plans, while working with cutting-edge technology to solve dynamic challenges.

This full-time IT Project Manager role supports a large federal entity within the Information Technology department at CGS. The position involves designing and overseeing ongoing IT efforts, defining project scope and schedules, and leading Agile scrum teams to deliver value on time. Key responsibilities include managing project risks, preparing progress reports, facilitating status meetings, and driving continuous process improvements and agile transformations. The role appeals to candidates seeking to contribute to meaningful government innovation while working with cutting-edge technology. CGS offers a supportive environment that encourages professional growth through learning opportunities and provides a comprehensive benefits package. The position requires a blend of project management leadership and technical expertise in system design and development.

This full-time Insurance Sales Agent role is based at a local branch in Portage, Michigan, within the trusted AAA The Auto Club Group. The position focuses on selling insurance products, memberships, and financial services to walk-in traffic and existing members while building long-term client relationships. Key responsibilities include conducting insurance reviews, identifying customer needs, closing sales, and participating in local branch events to expand the business network. The role appeals to ambitious individuals by offering a supportive environment with comprehensive training, a competitive base salary paired with uncapped commission potential, and extensive benefits including health coverage and a degree program. The position requires an active state insurance license and involves in-office work with occasional travel to branch events.

This full-time Banker role is based in Holyoke, MA, within PeoplesBank's branch operations team. The position focuses on delivering exceptional customer service by managing daily transactions, opening accounts, and resolving inquiries while ensuring regulatory compliance and cash accuracy. Key responsibilities include building lasting client relationships, identifying financial solutions, and participating in community engagement initiatives. The role appeals to candidates seeking a career in a recognized Best Place to Work that values sustainability and inclusive culture. It offers extensive training, opportunities for professional growth, and a flexible work arrangement that may include travel to various branch locations and extended hours.

This Senior Consultant role focuses on digital transformation for auto dealerships within Baker Tilly's advisory practice. The position involves translating business requirements into Tekion Dealer Management System configurations, acting as the primary client liaison during deployment, and leading user acceptance testing. Key responsibilities include providing product training across dealership departments, managing change programs to drive adoption, and supporting sales cycles as a subject matter expert. The opportunity appeals to candidates seeking variety and professional growth within a collaborative, innovative team that values continuous learning and work-life balance. The role requires flexibility to travel extensively to client sites, potentially up to 100 percent, to deliver high-quality implementation services.

This full-time role at the Priscilla Gardner Main Library combines building maintenance and security duties within the largest municipal library system in New Jersey. The position involves cleaning public areas, performing minor repairs to facilities, and patrolling the grounds to ensure safety and prevent unauthorized access. Key responsibilities include operating cleaning equipment, managing waste and recycling, and enforcing library regulations to maintain a secure environment for the community. The role appeals to candidates seeking a stable position with comprehensive benefits, including health coverage and a pension plan, within a culturally diverse and inclusive organization. The schedule covers a 35-hour workweek with occasional evening and weekend shifts, and a SORA license is required or must be obtained shortly after hiring.

The Community Manager role oversees the daily operations of a large multifamily property containing 300 to 500 units. Key responsibilities include managing financial budgets, executing marketing and leasing strategies to meet occupancy goals, supervising maintenance requests, and leading a team of property staff. The position requires ensuring regulatory compliance and fostering high resident satisfaction through proactive communication. This opportunity appeals to experienced leaders who value a culture that prioritizes ownership, continuous improvement, and inclusivity. The role is onsite with occasional travel required for regional support.