Total 20 Others level Finance / Banking / Insurance job vacancies in Fort Myer, Virginia

The Director and Chief Financial Officer oversees the administration of the Agency's procurement, financial management, budget performance, internal controls, and enterprise risk management functions, including:

1. Ensuring that the Agency complies with applicable financial and procurement laws, regulations, directives, and internal controls.
2. Establishing forecasting tools and quantitative techniques to provide the agency with anticipated current-year budget performance as well as potential outyear budget trends.
3. Understanding near- and long-range plans of the agency to help determine how financial operations need to be positioned to ensure the Board can meet its objectives effectively and efficiently. Identifies and keeps up to date on key rules, regulations, and policies as well as economic, political, and social trends (both internal and external) that affect the organization.
4. Identifying opportunities and develops strategies for modernization, automation, and innovation across the agency's accounting systems, operations and reporting requirements, including preparation of Agency financial statements for increased efficiency and effectiveness. Oversees the establishment and sustainment of cloud-based financial and procurement systems. Creates cost-effective new products and services in response to customer needs.
5. Providing guidance and leadership to ensure the office's customer service, integration, innovation, communication, and risk management goals are met. Preparation and dissemination of financial and budget data to enable users to manage financial resources.
6. Overseeing management of fiscal operations, including expenses authorization, billings and claims review, credit card activities, travel management, and approval of payments and disbursements.
7. Creating and sustaining an organizational culture of integrity and high ethical values and which supports staff engagement and is conducive for staff to provide a high-quality service. Facilitates an employee development framework that matches employee development activities to the ever-changing needs of the function, the division, and the Board. Enables others to acquire the tools and support they need to perform well and to acquire skills that may allow them to move around the organization more easily.
8. Approaching problem situations with a clear perception of organizational and external realities and recognize the impact on the various parts of the of alternative courses of action.
9. Identifying and taking steps to prevent, manage, and resolve conflicts and disagreements in a proactive, positive, and constructive manner, to minimize negative impact and maximize the productive efforts of staff.
10. Effectively interacts with members of the Board, both in discussions and through memoranda; including the Chief of Staff, senior staff, and other professionals in the office; individuals from other federal agencies, international organizations, and the private sector.
11. Evaluating and maintaining internal controls covering program responsibilities. Ensures that the internal controls system complies with requirements and policies. Develops responses to internal and external audit reports and implements corrective measures as appropriate. Provides quality assurance of office work products and engages in appropriate assessments of program vulnerabilities and risks.

Serves as the principal advisor to the Board and Chief of Staff on the management and administration of services, issues and concerns related to financial management for the Agency.Other Director Specific Duties:

1. Participates in the development of the agency's strategic plan, goals, and budget. Recommends program objectives and their priorities for area(s) of responsibility.
2. Provides guidance, coaching, and feedback to, and conducts performance reviews for managers, supervisors, and other direct reports, and ensures same is provided to all office staff.
3. Recommends personnel actions in area(s) of responsibility.
4. Exercises appropriate judgment and decision-making in complex situations.
5. Demonstrates innovation and thought leadership relevant to future-state organizational and functional people strategies.
6. Demonstrates strong leadership and management skills aligned to the Board's espoused values.
7. Keeps skills and knowledge current and aligned to best practices relative to key rules, regulations, and policies, as well as economic, governmental, and social trends that affect the organization. Understands near term and long-term needs for the organization and determines how operations should be positioned to meet such needs.
8. Demonstrates proficiency in political and organizational savvy, and interpersonal communication skills.
9. Has regular contact with all staff in the function(s) to stay connected to the pulse of the division, provide leadership, and act as a role model.

Starting at $228,155 Per Year (VH 44)

The Director and Chief Financial Officer oversees the administration of the Agency's procurement, financial management, budget performance, internal controls, and enterprise risk management functions, including:

1. Ensuring that the Agency complies with applicable financial and procurement laws, regulations, directives, and internal controls.
2. Establishing forecasting tools and quantitative techniques to provide the agency with anticipated current-year budget performance as well as potential outyear budget trends.
3. Understanding near- and long-range plans of the agency to help determine how financial operations need to be positioned to ensure the Board can meet its objectives effectively and efficiently. Identifies and keeps up to date on key rules, regulations, and policies as well as economic, political, and social trends (both internal and external) that affect the organization.
4. Identifying opportunities and develops strategies for modernization, automation, and innovation across the agency's accounting systems, operations and reporting requirements, including preparation of Agency financial statements for increased efficiency and effectiveness. Oversees the establishment and sustainment of cloud-based financial and procurement systems. Creates cost-effective new products and services in response to customer needs.
5. Providing guidance and leadership to ensure the office's customer service, integration, innovation, communication, and risk management goals are met. Preparation and dissemination of financial and budget data to enable users to manage financial resources.
6. Overseeing management of fiscal operations, including expenses authorization, billings and claims review, credit card activities, travel management, and approval of payments and disbursements.
7. Creating and sustaining an organizational culture of integrity and high ethical values and which supports staff engagement and is conducive for staff to provide a high-quality service. Facilitates an employee development framework that matches employee development activities to the ever-changing needs of the function, the division, and the Board. Enables others to acquire the tools and support they need to perform well and to acquire skills that may allow them to move around the organization more easily.
8. Approaching problem situations with a clear perception of organizational and external realities and recognize the impact on the various parts of the of alternative courses of action.
9. Identifying and taking steps to prevent, manage, and resolve conflicts and disagreements in a proactive, positive, and constructive manner, to minimize negative impact and maximize the productive efforts of staff.
10. Effectively interacts with members of the Board, both in discussions and through memoranda; including the Chief of Staff, senior staff, and other professionals in the office; individuals from other federal agencies, international organizations, and the private sector.
11. Evaluating and maintaining internal controls covering program responsibilities. Ensures that the internal controls system complies with requirements and policies. Develops responses to internal and external audit reports and implements corrective measures as appropriate. Provides quality assurance of office work products and engages in appropriate assessments of program vulnerabilities and risks.

Serves as the principal advisor to the Board and Chief of Staff on the management and administration of services, issues and concerns related to financial management for the Agency.

Other Director Specific Duties:

1. Participates in the development of the agency's strategic plan, goals, and budget. Recommends program objectives and their priorities for area(s) of responsibility.
2. Provides guidance, coaching, and feedback to, and conducts performance reviews for managers, supervisors, and other direct reports, and ensures same is provided to all office staff.
3. Recommends personnel actions in area(s) of responsibility.
4. Exercises appropriate judgment and decision-making in complex situations.
5. Demonstrates innovation and thought leadership relevant to future-state organizational and functional people strategies.
6. Demonstrates strong leadership and management skills aligned to the Board's espoused values.
7. Keeps skills and knowledge current and aligned to best practices relative to key rules, regulations, and policies, as well as economic, governmental, and social trends that affect the organization. Understands near term and long-term needs for the organization and determines how operations should be positioned to meet such needs.
8. Demonstrates proficiency in political and organizational savvy, and interpersonal communication skills.
9. Has regular contact with all staff in the function(s) to stay connected to the pulse of the division, provide leadership, and act as a role model.

Starting at $228,155 Per Year (VH 44)

Highland Cinema is looking for an experienced Administration & Finance Manager to join as one of our key Senior Managers and be involved in many aspects of day-to-day office management and the running of the cinema and caf bar operations. The position offers excellent rates of pay and incentives. 40 hours a week, permanent/year round position.

Overview

Highland Cinema is looking for an experienced, capable and enthusiastic Administration & Finance Manager to join as one of our key Senior Managers. In this exciting role, you will work closely with the existing Senior Management Team and Duty Managers to help maintain, shape and improve all aspects of our operation. The successful candidate will be involved in many aspects of day-to-day office management and the running of the cinema and café bar operations. The position offers excellent rates of pay and incentives.

Duties and responsibilities

• To support the General Manager and their Deputies at a senior level.
• To handle all day-to-day aspects of finances and bookkeeping for Highland Cinema.
• To compile and pay purchase invoices on a weekly basis.
• To deal with company mail and emails on a daily basis.
• To issue sales invoices and chase late payments for events and private bookings.
• To coordinate all cash handling and maintain records in an accurate manner.
• To reconcile all credit card transactions and other receipts.
• To complete daily, weekly and monthly sales and cash reports for Management.
• To complete the quarterly VAT submissions.
• To submit and pay PAYE via Government Gateway.
• To compile and maintain staff records and hours/holiday periods/sickness for the Payroll procedure.
• To account for and operate as the ‘Tronc Master’ for the tips for the staff in a timely manner, as agreed with the General Manager.
• To schedule and minute managerial meetings as required and issue the minutes, also at this time to produce a brief all staff email with relevant information to keep them informed.
• To deputise for the General Manager in their absence.
• To assist the General Manager with any HR issues arising and issue HR documents.
• To maintain and update two Point of Sale database systems.

Essential experience and competencies

• Experience of bookkeeping software. Currently we use Xero and Google Workspace.
• Experience working in a financial role, with budgetary and negotiation skills.
• Must be detail orientated with strong organisational skills.
• Able to ensure that in all matters the Highland Cinema is represented professionally and positively.
• Experience of working in a collaborative team.
• Excellent written and verbal communication skills.
• Ability to work under pressure to time scales and targets.
• Self-motivated, able to work autonomously, use own initiative and engage and assist the team in a variety of diverse activities.
• Ability to develop and maintain good working relationships with staff, suppliers and customers.
• A good working knowledge of equal opportunities, and an understanding 
of diversity in the workplace.
• Willing to undertake further training where required.

Full details

The full details of this position can be found at www.highlandcinema.co.uk/careers

Closing date and interviews

Interviews will be held quickly from 14th October. The successful candidate will shadow the existing Administration & Finance Manager during their notice period, to gain valuable insight and on-the-job training in preparation for the role.

How to apply

Please submit your CV plus a short covering letter describing why you would like to work with the Highland Cinema and what you think you can bring to the role, to gm@highlandcinema.co.uk

Applicants can find out more about Highland Cinema at www.highlandcinema.co.uk

House Manager
Fort William
£43,280 to £46,433 per annum (Includes a 7% unsocial hours allowance)
37.5 hours per week - Permanent

Please note, we do not offer sponsorship for work visa’s therefore you need to have the right to work in the UK to apply for any of our posts.

Do you want to join an organisation that has been named recently as a Top 100 company to work with by The Sunday Times?

If you do and would like to have an informal chat before applying then please call Rhonda Wilson, Head of Admissions and Programmes, on 07715 238337.

About Aberlour Sycamore Children’s Houses
Aberlour Sycamore Services’ vision is to provide warm, loving homes for children where everyone learns, laughs, grows into their future and is treasured always. We have a strong ethos of values and a culture that enables us to Be Brave and to Keep the Promise of involving the children and young people as fully as possible in taking decisions that affect their lives.

Our home in Fort William is a Hybrid Model, we have a residential service for children and young people as well as a service that we call Sustain Plus, which supports whole families by providing both emotional and practical support. We work with families and parents to secure a nurturing environment for children up to 18 years old. We also help parents/caregivers develop their ability to care for their children, provide practical parenting skills, and engage with their community. Our service provides flexible support of varying intensity and aims to encourage the development of family routines, resilience, and improved parental confidence.

We are looking to appoint a House Manager who will join our strong and thriving Residential/Sustain Plus community in Aberlour.

What we are looking for
We are looking for an enthusiastic individual with a passion for supporting vulnerable children and whole families to achieve the best possible outcomes in their lives. The successful candidate will have the drive, determination and cultural values to be able to lead their team to empower the children and young people to make the changes which will ultimately transform their lives.

We want someone who believes that all children and families are deserving of love and someone who will support the team to ensure that our children and families are able to live fulfilling lives without having restriction imposed on them in their everyday lives.

The person we choose to join us must have experience of working in and leading practice in a children’s house and with families. They must be visible to the team and children to ensure that the vision and values are lived every day - This will include working evenings and weekends.

Our homes provide a rich environment that provides safety, relationships, growth and healing for the children and adults who live and work there. To achieve this the successful candidate must have knowledge about developmental trauma, how this will have impacted children’s early life experiences and understand how to lead a team to ensure that every response a child receives takes account of their trauma.
A comprehensive support package focussed on achieving excellence in practice is provided to all of our teams and the successful candidate will also receive clinical supervision, provided externally to support their professional practice development and well-being.

If you share our vision of Being Brave for every child, young person and families, and Keeping the Promise, and you have the skills and passion required to meet the challenges of this role we look forward to hearing from you.

Ideally, candidates will have experience of leading a team within a residential childcare environment involving a residential shift rota and also experience in supporting whole families. You will be required to have or be willing to work towards the qualifications for being a manager in a residential childcare facility: a relevant professional qualification at SCQF level 9 or above plus a management qualification at SCQF level 8 or above.

What we Offer
As well as a supportive team and excellent training opportunities, we want all our employees to feel valued and rewarded for the vital work they do. When you work with us, we'll recognise your efforts with generous annual leave, an excellent employer pension scheme and a range of deals and discounts across various retailers.

How to Apply
Please go to our website www.aberlour.org.uk/jobs where you can apply online.
If you have any queries please e-mail: jobs@aberlour.org.uk.

Aberlour is committed to the safeguarding and welfare of all our service users and uses a thorough and rigorous recruitment and selection process including PVG Scheme checks to ensure this commitment is not compromised.

Applications to be returned by: Noon on Thursday 1st August 2024.

Proud member of the Disability Confident employer scheme

Due to an increase in business demands, Ferguson Transport & Shipping are currently recruiting for Head of Finance & Accounting, based at Corpach, Fort William.

Due to an increase in business demands, Ferguson Transport & Shipping are currently recruiting for Head of Finance & Accounting, based at Corpach, Fort William.

Reporting to the Group Finance Director, this post requires a qualified accountant (ICAS, ACCA or CIMA) to work alongside our Payroll & Accounts Manager to take accounting responsibility in overseeing the company finance & accounting systems. The successful applicant will take ownership of timely month-end close out processes, reconciliations, and management reporting.

Previous experience with managing a team is also essential for this role, along with experience in UK financial reporting requirements.

This is a hands-on position, requiring working knowledge and experience of accounting disciplines including financial accounting, compliance, projections and cash flow forecasting as well as systems development and mentoring the finance team.

Key Duties & Responsibilities:

• Accounting leadership - Overseeing the Finance/Accounting systems, working alongside the Payroll & Accounts Manager, assist in working with a team of up to 12 working within Payroll, Sales & Purchase Ledger between our offices in Corpach and Kishorn. Overseeing the full accounting function of the group.
• Ensure the accuracy and integrity of our accounting processes.
• Take owenership of timely month-end close processes, reconciliations, and management reporting and compliance.
• Reporting on finance performance of the company to Group Directors and Management boards.
• Working with payroll to ensure strict adherence to company policies and legal standards. Filing of P11D's with HMRC
• Provide essential operational support to the group's daily operations, facilitating a seamless workflow and efficient practices in conjunction with the group's strategic objectives.
• Foster the development and maintenance of robust financial controls to secure the group's assets and ensure financial integrity.
• Project Management and Process Improvement lead and manage ad-hoc projects, demonstrating flexibility and a capacity to drive change. Champion the ehancement of finance processes and tools, including the introduction of automation to increase efficiency and accuracy.
• Working with Group Directors on budget reports.
• Working with Group Finance Director and Group Managing Director on large business transactions, including investments.
• Collaborate closely with external accountants and auditors to ensure accurate financial reporting and compliance.

Competitve salary, company pension, loyalty bonus scheme including enhanced annual leave in place. Occupational health surveillance and group life assurance policies offered.

Accommodation and relocation support may be available for the right applicant.

Ferguson Transport & Shipping provide clear routes for career progression and offer a range of opportunities and upskilling to help people get to the next level.

To deliver a comprehensive range of financial administration, payroll and book-keeping services. These responsibilities will include, but are not limited to;

• All aspects of book-keeping using SAGE 50 Professional
• Assist in the preparation of monthly financial reports for Voluntary Action Lochaber and our clients
• Completion of VAT returns to HMRC
• Process Payroll for Clients using IRIS Bureau Payroll
• Maintain all financial files and records
• Respond to all financial enquiries as required
• Support colleagues in providing administration support

ALVANCE

Established since 1929, ALVANCE British Aluminium, part of the GFG Alliance, owns and operates the last remaining aluminium production plant (smelter) in the UK and a connected hydropower electricity generation station located on the slopes of Ben Nevis, Britain’s highest mountain. A combination or renewable energy sources makes this site one of the greenest metal production plants in the country.

Duties and Responsibilities

• Processing AP invoices in a timely and accurate manner.
• Review Readsoft and ensure all invoices are processing correctly.
• Supplier Statement reconciliations.
• Assisting with daily post with other team members.
• Arrange business trips including flights, hotels, trains, car hire, visas, insurance, etc for clients and staff.
• Setup of business accounts for hotel bookings.
• Control costs as with other purchases/ develop preferred suppliers.
• Management of all accommodation and travel.
• Interact with external clients by welcoming guests and customers by greeting them, in person or on the telephone, answering or directing enquiries.
• Ensure facilities i.e. meeting rooms, are maintained to a high standard and provide tea/coffee/lunches as appropriate.
• Management of all hospitality requirements and associated housekeeping tasks.
• Support organising meetings, company events, conferences both internally and externally.
• Organise the office functions and maintain supplies, to ensure efficient running of the office.
• Answering phone calls and assisting with supplier queries.
• Assist other team members as required.
• Have a personal concern for the safety of themselves and others, setting a good example at all times.
• Administration / management of credit card.
• Organise BACs payments.

Working with Us

We work collaboratively with high energy and ambition to develop sustainable growth plans for our business, our future and our careers.
We are committed to uncompromising levels of safety, strong customer-centricity and diversity. Our people are our greatest asset.

If your true passion in life is to help create a better world through the work that you do, we would encourage you to think about Joining JAHAMA Highland Estates, part of Alvance Aluminium. You will have the opportunity to thrive, make a difference and leave a legacy to both industry and society.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. 

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what’s best for our customers and collaborate to drive progress. 
• Make it happen. We work with intention toward a common purpose and forge ways forward together. 
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Finance Analyst - Budget Development/Expense Management

POSITION LOCATION

Richmond, VA (hybrid work schedule) or

Lynchburg, VA (hybrid work schedule)

YOUR ROLE

You will be primarily responsible for providing the organization with budget development and expense management support for multiple business functions. As the primary point of contact, you will have the opportunity to develop deep understanding of the assigned functional areas and to build strong expense management partnerships with peers and senior leaders.

What you will be doing

• Provide overall expense planning, analysis and management support to functional leaders
• Understand the value proposition of individual business functions – activities performed for the business, level of service delivered to stakeholders and alignment to business strategy and goals
• Coordinate annual Budget and Time Study completion efforts for assigned functions – from ensuring proper system setup, data entry training, and assistance in budgeting process, to validating budget and time study results and delivering relevant analysis and reporting
• Work with the business to submit and approve Purchase Requests, ensuring correct accounting and spend request information
• Execute tasks required for monthly close including facilitating appropriate expense accruals, re-classes, charge-outs and project capitalization
• Partner with cost center owners on detailed expense analysis, forecasting and management to budget constraints
• Deliver consolidated expense analysis and forecasting to functional leaders and finance including identification of trends, gaps, and opportunity areas within the business along with recommendations for possible course corrections
• Identify key expense drivers and develop performance metrics & allocation / charge-out logic for individual functions, as appropriate
• Utilize benchmarking / research / analysis to identify expense efficiency and best practice opportunities
• Complete ad hoc analysis & reporting requests, such as Cost-Benefit Analysis, Vendor Cost Savings, etc.
• Responsible for the monthly expense allocations process – allocation drivers upload, pre-run validations / issue resolution, post-allocations correcting journal entries.
• Support the expense team through specific assignments related to close, expense forecasting, multi-year planning, budgeting, time studies, expense allocations and/or other routine or ad hoc activities
• Participate in projects related to expense/finance process improvements and/or technology changes

What you bring

• Bachelor’s degree in Finance, Accounting or related field
• 2+ years of relevant experience
• General understanding of General Ledger Accounting
• High degree of proficiency in Excel
• Excellent analytical and problem-solving skills
• Intellectual curiosity and a desire to find answers
• Attention to detail with ability and desire to understand the big picture
• Ability to work effectively in a high-paced environment and manage multiple, changing priorities, and meet deadlines
• Ability to self-lead and take initiative
• Strong sense of accountability for results
• Effective communication skills with the ability to develop and deliver clear, crisp, audience-focused messages and presentations
• Passion for building partnerships with colleagues and senior leaders
• Demonstrated ability to indirectly lead & persuade

Nice to have

• Budgeting and Expense Management experience; budget experience with Operations
• Accounting experience
• Proficiency in PowerPoint
• Oracle Financials Experience (TM1, Orbit or similar)
• Spotfire Experience

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives
• Comprehensive Healthcare Coverage
• Multiple 401(k) Savings Plan Options
• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
• Disability, Life, and Long Term Care Insurance
• Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
• Caregiver and Mental Health Support Services

ADDITIONAL

• At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day.

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.

• Make it about others. We do what's best for our customers and collaborate to drive progress.

• Make it happen. We work with intention toward a common purpose and forge ways forward together.

• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

 

POSITION TITLE
Care Management Team Manager - LTC Claims

POSITION LOCATION
This position is available to Virginia residents as Richmond or Lynchburg, Virginia in-office applicants or remote applicants residing in states/locations under Eastern or Central Standard Time: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington DC, Vermont, West Virginia or Wisconsin.

YOUR ROLE
As an Operations team member, you’ll play a crucial role in delivering world class customer service and capabilities to our policyholders—now and in the future. The Care Management Team Manager will have the exciting opportunity to strategically expand and advance Claims’ existing Care and Case Management teams, partnering with our Chief Medical Officer and other external parties. The Care Management Team Manager will lead a small team of both clinical and adjudication associates who will handle or review specific types of on/ post claims. This position will promote the provision of evidence-based, short-term case management services to long-term care insurance policyholders who have a high probability of recovering from a functional or cognitive loss.

What you will be doing

• Drive individual and team accountability, motivate, and manage the team to meet and exceed service goals to increase productivity, resulting in quality efficient service provision. Manage internal and external customer escalations, ensuring appropriate follow up. Develop Standard Operating Procedures and identify tracking methodologies.

• Communicate effectively with employees to provide coaching and feedback, identify development opportunities pertaining to personal and professional growth, and reinforce positive results, taking corrective action as necessary. Facilitate meetings to review complex claims and ensure appropriate risk management.

• You will work independently, in a team environment, and will manage and prioritize a work queue and multiple job responsibilities. You will identify process improvement opportunities, provide feedback on processes and the case management model, as well as be a critical team member in enhancing the team’s performance and results.

• Function as a liaison between the Care Management team and other Claims departments or Genworth departments who would benefit from partnership. Departments may include Intake, Payments, Customer Service, Government Relations, Legal/Compliance, and vendors.

• Develop and maintain partnerships with training, quality, compliance, legal, and other areas to reinforce system, departmental, and administrative procedures. Promote a sense of teamwork within the team and company. Work with leadership to understand business strategy, direction, tactical and strategic requirements and recommend process improvements as appropriate.

What you bring

• Bachelor’s degree

• Ability to understand and Interpret Insurance Contracts and Long-Term Care Benefits.

• A minimum of 5 years of supervised case management experience with older adults and their families (hospital, nursing home, or community placements).

• Work effectively in a team environment or independently. Professional and personal effectiveness in establishing relationships with customers, care providers, discharge planners, vendors, peers and Claims associates.

• Able to effectively motivate individuals with post-operative musculoskeletal, neurological and general acute problems and communicate and execute appropriate Plans of Care.

• Able to understand disease progression and recovery expectations. Understanding of single and cumulative medical conditions (particularly those common in the aging process), including their effect on physical/cognitive function, as well as their prognosis and rehabilitative potential.

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives

• Comprehensive Healthcare Coverage

• Multiple 401(k) Savings Plan Options

• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)

• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave

• Disability, Life, and Long Term Care Insurance

• Tuition Reimbursement, Student Loan Repayment and Training & Certification Support

• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)

• Caregiver and Mental Health Support Services

ADDITIONAL
The base salary pay range for this role starts at a minimum rate of $56,500 up to the maximum of $104,800. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 7% of your base compensation.  The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. 

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what’s best for our customers and collaborate to drive progress. 
• Make it happen. We work with intention toward a common purpose and forge ways forward together. 
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Senior Finance Manager

    

POSITION LOCATION

Richmond, VA (hybrid work schedule)

    

YOUR ROLE

Genworth is seeking a Finance Manager in a new role on our Long Term Care (LTC) team. You will own and drive high visibility analysis critical to maintaining self-sustainability of the legacy life insurance companies. The role offers the opportunity to work in a high exposure, fast paced environment with high exposure to senior leadership.

What you will be doing

• Responsible for monitoring self-sustainability progress and communication throughout the organization
• Play a critical role in coordinating various workstreams supporting self-sustainability
• Maintain self-sustainability dashboard and present to senior executives
• Perform cash flow analysis and develop messaging by working with cross-functional groups
• Support strategic business initiatives, special projections, internal and external communication and inquiries
• Serve as liaison between FP&A and LTC business for multi-year planning process.  Support connectivity between financial performance and business goals. 
• Assist in a culture of continuous improvement, eliminate non-value-added activities and deliver business impact/results by identifying innovative solutions
• Support additional process improvement and cross functional initiatives as needed
• Work collaboratively and efficiently with various business functions

What you bring

• Bachelor’s degree in Finance, Accounting or related field
• 7+ years of Finance, Accounting or investment analysis experience
• Very strong analytical and problem-solving skills with a demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality
• Strong comprehension of financial reports/metrics including deep understanding of income statement, balance sheet and cash flow analysis
• Ability to influence, gain consensus, foster support and work collaboratively within a team
• Ability to design and implement solutions while successfully managing change with process owners up to and including members of the CEO’s senior leadership team
• Results focused, proactive in nature, thrives in a fast-paced environment with ability to manage multiple and changing priorities
• Accelerated PC Skills including MS Office

Nice to have

• Advanced degree in finance or management
• Insurance industry knowledge, particularly life insurance or long-term care insurance
• Project management experience

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives
• Comprehensive Healthcare Coverage
• Multiple 401(k) Savings Plan Options
• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
• Disability, Life, and Long Term Care Insurance
• Tuition Reimbursement,  Student Loan Repayment and Training & Certification Support
• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
• Caregiver and Mental Health Support Services

ADDITIONAL

• At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

Skills:

• Conflict Management
• Customer and Client Focus
• Decision Making
• Fraud Management
• Oral Communications
• Active Listening
• Attention to Detail
• Data Collection and Entry
• Issue Management
• Problem Solving
• Adaptability
• Collaboration
• Critical Thinking
• Influence

Minimum Education Requirement: Null

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

03/30/2024

Address:

61 Jarvis Street

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,700.00 - $66,100.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Required Skills

•  
• Must have a minimum of 10 years experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
•  Securities Industry Essentials (SIE), Series 7 &  63  (Must obtain SIE, series 7 & 63 license within 180 days of start date) 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

(In-House lender to 11,000 real estate agents, plus guaranteed leads)

We are hiring an experienced mortgage originator to work with our 11,000+ in-house real estate agents and receive at least 100 buyer leads per month. This position is for a producing manager that will serve as market leader and receive an override on other loan officers in your market.

We are part of a NASDAQ traded public company that owns a real estate brokerage, mortgage company, title, insurance and real estate technology.

We will connect you directly with active, high producing agents in our sister real estate company. By offering cooperative marketing and lead generation you are able to provide unparalleled value in addition to phenomenal mortgage products and service.

This is a unique opportunity because our real estate company is one of the largest and fastest growing in the United States, but our mortgage company is relatively small and we do not have loan originators in most markets where we have real estate agents. We hire a very limited number of originators per market.  In many markets we have over 100 high producing agents and no loan originators making this among the most attractive opportunities in the industry today.

Because our in-house agents are relying on us to partner them only with exceptional loan originators we have a very strict screening process.  To qualify you must not only be experienced and have a track record with purchase loans, but you must have a winning attitude and stellar product knowledge.  This position is not suitable for new originators or those that only have call center experience on refinances.  If you have an established track record it is our genuine objective to double your production within twelve months.

In addition to working with our affiliated real estate agents, our data driven proprietary software matches you up in real-time with active, high producing non-affiliated agents that are either nearby you, or that have listings in a particular niche that you specialize in.

You’ll be partnered with a pod of ten to twenty team agents, each of which typically receive at least ten leads per month; thus ensuring you’ll receive 100-200 leads each month.

Working with our in-house and team agents is just the start.  Our typical loan officers receive 48% of their loan volume for in-house referrals and originate about half of their business through outside sources.  

Our proprietary technology platform works equally well to drive introductions to outside agents and further cement that relationship through our lead generation system.  You provide exceptional value to your partner agents through lead generation and exceptional service and knowledge.

Naturally, you should have your own established referral sources that you should continue to nurture, but with our in-house agents and company leads we hope to double your production.

We are a national company and support the flexibility for our loan originators to work from home using our best in class technology stack as do most real estate agents.  

Unique Selling Points:

• Our lead generation is crafted for conversion.  Using AI and big data we deliver our partner real estate agents and loan officers actionable data on quality leads.
• Our sister real estate brokerage is ranked as one of the fastest growing in the United States.
• Most markets have 100+ agents and no local mortgage originators.
• Lead generation for both in-house agents and outside agents.
• AI powered CRM identifies most active prospects.
• In-house processing and underwriting.
• Flexibility to work remotely from anywhere.
• No nickel and diming you—we provide the LOS software, CRM, credit reports, scenario desk, lock desk, introductions to agents and lead generation.

• NMLS license (if exempt, but obtain NMLS license)
• Proven track record in originating purchase loans, with at least 3 years of experience and $6 million minimum in the last year.
• Excellent communication skills, both verbal and written.
• Eagerness to engage with company-provided leads.
• Regular use of video conferencing tools.
• Proficiency in technical tools (Microsoft/Google Suite, CRM systems).

Responsibilities:

• Engage with our in-house real estate agent team, providing training on loan programs.
• Offer prompt and expert responses to referrals from Realtors and builders.
• Efficiently handle incoming leads and maintain close collaboration with our agents.
• Fully utilize and update the company CRM system.
• Offer consultative mortgage options, pre-qualify borrowers, and handle all aspects of loan application and documentation.

Keep all transaction stakeholders informed about the status.

• A steady stream of agent introductions and 100’s of leads.
• Commission-based role with immediate origination opportunities.
• 401(K) plan, health, dental, and vision benefits.
• Highly competitive commissions.
• Override on loan officers in your market that are on our team.
• Competitive rates and fees due to lower overhead and operating margins.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

Minimum Education Requirement: Null

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives.
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions.
  • Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
  • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
  • Communicates effectively and confidently with all clients to make their financial lives better.
  • Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
  • Is comfortable receiving ongoing performance feedback and coaching.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Has at least an intermediate level of proficiency with computers and current technology.
  • Has 1+ years of customer/client service experience, including experience handling difficult client situations.

Desired Qualifications:

 1+ years of experience in the banking/financial industry.
• 2+ years of experience working in a client service capacity.​
 

Shift:

2nd shift (United States of America)

Hours Per Week: 

40