Financial Needs Assessment Jobs

The Residential Caregiver Manager role at Chrysalis of Carson involves overseeing the daily operations of a residential program for individuals with developmental disabilities. Key responsibilities include supervising and mentoring support staff, implementing person-centered care plans, and coordinating with families, medical professionals, and state agencies to ensure client needs are met. The position requires managing staff ratios, handling crisis situations, and maintaining program documentation. This full-time opportunity offers a flexible schedule with swing or graveyard shifts, allowing for work-life balance. The role is appealing for those seeking a meaningful human services career within a supportive team culture that values safety, respect, and mentoring. Employees benefit from comprehensive training and a collaborative environment dedicated to helping clients achieve greater independence.

This full-time Physical Therapy Assistant role within the Acute Therapy department at Carle Health focuses on implementing care plans for patients of all ages in a hospital setting. Key responsibilities include delivering functional treatments, educating patients and families, adjusting interventions based on patient response, and maintaining accurate clinical documentation. The position appeals to professionals seeking a supportive environment where team members are valued and empowered to make a positive impact on community health. Opportunities for career growth and lifelong development are available across multiple central Illinois locations, with the role requiring collaboration with physical and occupational therapists to ensure comprehensive patient care.

This full-time Private Equity Associate role is based in Philadelphia and supports a lower middle market firm transitioning to its first institutional fund. The position focuses on the education, healthcare, professional services, and technology sectors. Key responsibilities include building financial models, managing due diligence, drafting investment materials, and analyzing portfolio company performance to drive value creation. The role offers exceptional hands-on experience with direct access to senior partners and meaningful ownership from day one. It appeals to candidates seeking a high-agency environment with active involvement across the entire investment lifecycle, from sourcing to capital raising. The firm fosters a culture of professional growth and strategic impact within a collaborative team setting.

The Senior Manager, Project Management role leads complex, cross-functional initiatives within Walmart's supply chain transformation team, focusing on the modernization of the distribution network. Key responsibilities include developing strategic business plans, managing project resources and budgets, mitigating risks, and driving continuous improvement through data analysis. The position emphasizes team development by providing coaching and mentoring to foster a collaborative environment. This opportunity appeals to candidates seeking to influence high-impact operational excellence and sustainable business growth. The role is based in Bentonville, Arkansas, and offers a performance-driven culture with access to extensive education benefits and professional development programs.

The Commercial Loan Operations Manager Reporting & Controls role at Sunflower Bank oversees the front-line quality control and compliance team for the commercial loan portfolio. Key responsibilities include managing daily workflow for loan origination and servicing, ensuring adherence to regulatory requirements such as HMDA and SCRA, and serving as the primary liaison for internal and external audits. The position also involves developing operational processes, managing staffing models, and utilizing data to drive efficiency and scalability. This opportunity appeals to candidates seeking a supportive culture rooted in community focus and growth, offering robust benefits including a 401(k) match and tuition reimbursement. The role is full-time and operates within a high-volume environment that values professional development and collaborative problem-solving.

The Assistant General Manager role supports the General Manager in overseeing facility operations for Copart, a global vehicle auction platform. Key responsibilities include managing staff performance, reviewing P&L statements, ensuring regulatory compliance, and driving a customer-first culture. The position requires strong analytical skills for financial forecasting and the ability to lead teams in both office and outdoor environments. This opportunity appeals to those seeking career growth through extensive travel, relocation options, and a commitment to diversity and inclusion. The role offers a comprehensive benefits package including health insurance, retirement matching, and stock purchase plans, set within a dynamic, technology-driven organization.

The Community Manager role at NRP's Fort Myers property, The Riley, oversees daily multifamily operations under the Regional Property Manager. Key responsibilities include managing financial performance to achieve budgeted NOI, leading leasing and marketing strategies to maximize occupancy, and supervising team members to ensure excellent resident service and property maintenance. The position offers a collaborative environment within a Top Workplace recognized for long-term career growth, comprehensive benefits, and a mission to build quality homes. This full-time on-site role requires strong leadership, financial acumen, and knowledge of property management laws.

This full-time in-office role is based at the Southside Branch in Orlando, Florida, and focuses on delivering exceptional banking services within PNC's Retail Branch organization. The position requires a bilingual Spanish speaker to acquire and deepen the customer base through proactive sales, lobby engagement, and financial education. Key responsibilities include identifying opportunities to improve client financial wellbeing, driving revenue through product solutions, and managing branch operations while adhering to strict risk and compliance policies. The role appeals to candidates seeking a collaborative and inclusive culture where employees are valued and supported. It offers a stable environment with opportunities for professional growth and access to a comprehensive benefits package including health coverage, retirement plans, and paid time off.

The Lead Government Commercial Banking Relationship Manager role serves as a strategic advisor within the Commercial Bank, focusing on the Mountain and Midwest regions. The position involves cultivating and expanding relationships with large public sector entities such as cities, counties, and school districts by delivering tailored financial solutions. Key responsibilities include structuring complex credit facilities, analyzing government budget documents, and leading customized banking strategies across treasury management and capital markets. This opportunity appeals to professionals seeking a hybrid work arrangement with significant travel, offering a chance to mentor junior colleagues and influence enterprise-wide public sector initiatives. The role emphasizes a collaborative culture that balances strong customer relationships with a robust risk management and compliance-driven environment.

The Budget Support Analyst role within the Fiscal & Budget Services division of Business Oregon focuses on managing the state agency's $2 billion budget through data analysis and reporting. Key responsibilities include preparing quarterly allotment plans, updating cost allocation spreadsheets, generating financial status reports, and assisting with major budget documentation for state and legislative processes. The position offers a hybrid work arrangement with flexibility to work remotely while maintaining occasional in-office collaboration. This opportunity is appealing for candidates seeking to support Oregon's economic development mission within a culture that prioritizes work-life balance, professional growth, and diversity. The role is currently a limited duration position through June 2027 with potential for extension.

This in-house Legal Counsel role at Hazen and Sawyer supports commercial contracting, technology transactions, and risk management within the Denver office. The attorney partners with project teams to draft and negotiate complex agreements, advise on intellectual property and emerging technology issues like AI, and provide independent legal guidance with minimal oversight. The position appeals to experienced professionals seeking a collaborative environment with low bureaucracy, where they can contribute to infrastructure projects that protect public health and the environment. As an employee-owned firm, the company offers a flexible hybrid work schedule, comprehensive professional growth opportunities, and a culture that values creativity and independent judgment.

This full-time Multi-skilled Technician role at Roosevelt General Hospital supports patient care under the supervision of registered nurses. The position involves performing essential clinical duties such as phlebotomy, monitoring vital signs, operating medical equipment, and assisting with activities of daily living. Key responsibilities include collecting patient specimens, maintaining hygiene and safety standards, and communicating patient status changes to the medical team. The role appeals to candidates seeking a collaborative environment that values integrity, continuous learning, and community-focused healthcare. The position requires on-site work in a dynamic hospital setting, offering opportunities for professional growth through mentorship and participation in performance improvement initiatives.

This principal-level role within Wells Fargo's Commercial Bank focuses on managing strategic relationships with large government entities across the Gulf region. The position involves acting as a trusted advisor to public sector leaders, structuring complex credit facilities, and delivering tailored solutions in treasury management and capital markets. Key responsibilities include analyzing municipal budgets, driving business development through pipeline management, and collaborating with product teams to innovate public finance offerings. The role appeals to experienced professionals seeking to leverage deep public sector expertise in a hybrid work environment with significant travel opportunities. It offers a platform to influence enterprise-wide strategies while mentoring junior colleagues within a culture that prioritizes strong customer relationships and rigorous risk management.

The Forecast Analyst - Trade role at Delta Faucet Company focuses on driving demand planning and forecasting strategy for a complex product portfolio. Key responsibilities include owning the 18-month monthly forecast by SKU and distribution center, utilizing tools like Kinaxis Maestro and Power BI to interpret trends and mitigate risks, and collaborating with Sales, Operations, and Supply Planning teams to align business objectives. This position appeals to analytical professionals seeking to influence financial outcomes and optimize inventory levels within a fast-paced environment. The role offers a supportive culture recognized for diversity, inclusion, and work-life balance, along with opportunities for professional growth through learning resources and cross-company projects. The position is full-time and operates within a collaborative, data-driven setting.

The Senior Director of Culinary Innovation serves as the Executive Chef for Portillo's, leading enterprise-wide menu strategy to balance the brand's iconic heritage with forward-thinking growth. Key responsibilities include developing a multi-year innovation roadmap, driving product development through consumer insights and trend analysis, and managing the end-to-end stage-gate process from concept ideation to system-wide launch. The role requires close collaboration with Marketing, Operations, and Supply Chain teams to ensure new items meet quality, financial, and operational standards. This position offers the appeal of shaping the future of a beloved Chicago-based brand within a culture rooted in family, greatness, and energy. The hybrid work arrangement requires four days on-site at the Aurora test kitchen with occasional travel for market tests and supplier collaboration.

This Veterinary Assistant role supports the clinical team at Banfield in delivering high-quality animal care. Key responsibilities include assisting veterinarians during examinations and procedures, maintaining a clean and organized clinic environment, and providing compassionate support to pet owners. The position is appealing due to the company's strong commitment to employee well-being and professional development, featuring a comprehensive benefits package that includes health insurance, retirement matching, and continuing education allowances. The work arrangement is on-site within a collaborative clinic setting focused on animal welfare.

This Director-level role within the municipal investment division focuses on portfolio performance attribution and client support for municipal strategies. The position involves compiling and analyzing portfolio metrics, conducting performance attribution analysis, and preparing responses to RFP requests in collaboration with investment and operations teams. Key duties include articulating complex performance data to internal stakeholders and external clients, maintaining relationships with portfolio managers, and assisting in the development of marketing materials. The role appeals to professionals seeking to leverage their fixed income expertise within a global investment leader known for its collaborative culture and commitment to long-term client impact. The position operates in a collaborative in-office environment where associates work across organizational boundaries to drive innovation and deliver meaningful results.

The Administrative Assistant role at TechServ supports the permitting process for the electric utility industry within a rapidly growing consulting firm. Key responsibilities include coordinating with internal teams and external agencies, maintaining organized records and databases, and monitoring compliance for permit renewals. The position also involves general administrative duties such as managing calendars, preparing reports, and handling correspondence. This opportunity appeals to candidates seeking a collaborative environment with a focus on professional development and a diverse workforce. The role is full-time, on-site, and operates Monday through Friday during standard business hours.

The Accounts Payable Supervisor role at Herff Jones involves leading the accounts payable team within the company's accounting department in Indianapolis. Key responsibilities include overseeing daily invoice processing and payment operations, managing the monthly close process, and driving continuous improvement initiatives alongside new ERP integration projects. The position requires collaborating with cross-functional partners to resolve vendor issues and ensuring strict adherence to financial controls. This opportunity is appealing for its chance to shape the future of the Shared Services organization within a historic, mission-driven company that celebrates student milestones. The role offers a collaborative environment focused on professional growth and operational excellence.

The Analytics Manager role leads the data function within Instasks App, a professional concierge service connecting clients with providers. The position involves organizing the analytics team, defining company-wide metrics, and implementing tools to transform raw data into actionable business insights. Key responsibilities include developing data analysis strategies, overseeing reporting operations, and ensuring data quality across multiple sources. This opportunity appeals to candidates seeking to drive high performance through data-driven decision-making in a mission-focused environment that prioritizes provider independence and client safety. The role requires strong logical reasoning and communication skills to effectively translate complex data into strategic guidance for the business.

This full-time Merchant Services Account Executive role within PNC's Business Banking department focuses on driving revenue growth by acquiring new clients in a local territory. The position involves prospecting for business customers with annual revenues between one and ten million dollars, partnering with relationship managers to uncover opportunities, and leading client engagements from discovery to close. Key responsibilities include executing targeted outbound outreach, developing territory-specific growth strategies, and serving as a trusted advisor on credit card systems and processing solutions. The role appeals to high-performing sales professionals seeking a relationship-led environment with a supportive, inclusive culture that values work-life balance. While the position is based in-office, it includes some local travel for client meetings and internal engagement.

This entry-level Operations Manager role at a Target Food Distribution Center in West Jefferson, Ohio, begins in Summer 2026 and focuses on the critical logistics function of getting products to customers efficiently. The position involves leading teams to maximize productivity while fostering a safety-first culture through training and accountability. Key responsibilities include executing operational plans, analyzing process improvements for efficiency, and providing constructive feedback to support team growth. The role appeals to candidates seeking a leadership position with autonomy to innovate and solve complex problems within a collaborative environment. The position requires a four-year degree or equivalent experience and offers opportunities for professional development within a company dedicated to supporting its team members.