Fraud-Risk Analyst

Department: Compliance Department

Reports to: Compliance Officer

Supervises: N/A

Status: Full Time/ Exempt/ Onsite

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

POSITION SUMMARY for the Fraud/Risk Analyst:

Responsible for assisting with the bank's fraud prevention, risk management and BSA programs. This role plays a key part in mitigating risk and implementing fraud prevention programs.

KEY RESPONSIBILITIES for the Fraud/Risk Analyst:

Fraud

Monitor transactions and account activity to identify suspicious patterns or anomalies.Investigate potential fraud cases including, but not limited to, identity theft, account takeover, check fraud, wire fraud, and card fraud.Complete outbound communication with customers associated with fraud cases as part of fraud investigations.Analyze data from internal systems and external sources to assess risk and recommend mitigation strategies.Collaborate with internal departments (e.g., Compliance, Deposit Ops, Customer Care, etc.) to resolve fraud cases.Prepare detailed reports and documentation for fraud investigations and regulatory compliance.Assist in the development and refinement of fraud detection tools and processes.Stay current with fraud trends, schemes, and regulatory changes affecting the banking industry.Support law enforcement and regulatory inquiries as needed.Provide back-up support to the Bank's BSA/Security department.Complete other duties as assigned.

Risk

Conduct regular and ad-hoc risk assessments across the Bank, working with business units to identify potential compliance, operational, and reputational risks.Monitor and assess compliance with applicable banking regulations, internal policies, and legal requirements affecting deposit accounts, and report results to the Bank's Compliance Officer.Support the design of controls and internal monitoring routines within the Bank's line of business.Develop and maintain the Bank's risk and control documentation, including risk and control self- assessments, issue logs, and action plans.Analyze and report on risk indicators, control gaps, risk events, and operational losses to business stakeholders and the second line of defense Enterprise Risk Management team.Act as the Bank's point of contact for information requests from Enterprise Risk Management in connection with internal audits and exams.Complete other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES for the Fraud/Risk Analyst:

Bachelor's degree in business, Finance, Risk Management, or a related field.3-5 years of experience in banking fraud prevention and risk management.Knowledge of relevant banking laws and regulations.Experience with risk frameworks such as risk and control assessments, issue/complaint management, and control testing.Ability to interact with all levels of managementExcellent analytical, organizational, and communication skills with attention to detail.Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.Previous experience with Verafin or other similar fraud platforms.Professional certifications such as CFE, CERP, CRCM, or CRMA are a plus.Effective interpersonal and communication skills

This Job Description for the Fraud/Risk Analyst describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.Bank/about/careers/

PI32f5c5893d82-0750

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Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant.

LSF is seeking a talented Client Accounting Specialist who wants to make an impact in the lives of others.

Purpose and Impact:

Under general supervision, the Client Accounting Specialist uses knowledge of accounting in handling all phases of refugee funds disbursements, essential housing expenses and required In-kind match contributions for all R&P and MG program clients.

Essential Functions:

Create and document checks for all R&P and MGP clients for three offices Tampa, Miami and Orlando Keep track of the R&P and Matching Grant client's accounting to ensure the clients are not overpaid or underpaid Record all client's financial transactions in accounting spread sheet and IRIS system Enter all matches into the data system per procedures in a timely manner and prepare monthly reports for fiscal department Responsible for the BOA pre-pay cards including recording, re-loading, and reconciliation reports Responsible to submit monthly reports such as check register, voided checks and BOA pre-pay cards Ensure sufficient funds are available to cover client's monthly expenses and required monthly cash assistance Effectively communicate with R&P and MG Programs staff Efficiently use the client's accounting spread sheets, understand and maintain the IRIS system as well as use of the new MIP coding based on the program and locations Complete Weekly Tracking Spreadsheet 2015A Ensure that all guidelines, as specified by ORR and URS are followed and practiced Participate in CQI activities as directed by the Program Manager or Director Complete the Monthly CQI Reporting

Other Functions:

Prepare periodic spreadsheets as needed. Perform other similar or related duties as assigned. All other tasks as required by the Program Manager.

Physical Requirements:

Be able to work at a desk or computer terminal for long periods of time. Stand at photocopier for long periods of time. Be able to use either an elevator or stairs. Light lifting and bending.

Education:

Two-year accounting degree or five years of experience in accounting field.

Experience:

Bookkeeping and computer experience including word processing and ability to create and generate spreadsheets is required. Experience in Microsoft Word and Excel is preferred.

Skills:

The ability to communicate courteously and effectively in person, on the telephone and in writing. The ability to use Word, Excel and/or other similar automated systems. Good organizational skills, time management skills and the ability to handle multiple priorities. Discretion in handling what may be sensitive and/or confidential information is required. Ability to establish and maintain effective working relationships with coworkers and sub offices staff members.

Principal Accountabilities:

Accurate, complete and timely processing of R&P and MG client's funds disbursement. Effective organization of priorities Adherence to agency policies and procedures Team player with coworkers and regional programs.

Why work for LSF?

LSF offers 60 programs across the state of Florida serving a wide range of populations in need. Mission Driven staff members become part of the LSF community while transforming the lives of those in need. Our staff additionally find growth opportunities as they explore areas of interest within the organization.

Amazing benefits package including:

Medical, Dental and Vision Telehealth (24/7 online access to Doctors) Employee Assistance Program (EAP) Employer paid life insurance (1X salary) 13 paid holidays + 1 floating holiday Generous PTO policy (starting at 16 working days a year)
Note: Head Start employees paid time off and holiday schedule may differ 403(b) Retirement plan with 3% discretionary employer match OR 3% student loan repayment reimbursement Tuition reimbursement

LSF is proud to be an equal opportunity employer.

Lutheran Services Florida is mandated to perform background screenings for employment in accordance with the Florida Care Provider Background Screening Clearinghouse as outlined in Section 435.12, Florida Statutes. Additionally, pursuant to House Bill 531 (2025), Lutheran Services Florida must ensure that all job vacancy postings and advertisements include a clear and conspicuous link to the AHCA Clearinghouse website and its requirements. For more information on background screening requirements please visit:

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Accounting Manager

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Drive accuracy. Build strong teams. Deliver results. Uline is hiring an experienced Accounting Manager to oversee corporate Accounting operations and support our continued growth as a leader in shipping and industrial supplies. If you're passionate about process improvement and mentoring others, this is your opportunity to make an impact.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

Manage daily operations of Uline's Corporate Accounting team, with a focus on strong internal controls and process efficiency.

Oversee key Accounting areas such as fixed assets, leases, cost accounting, freight and cash.

Manage month-end and year-end close processes, ensuring accurate and timely reporting.

Coach and develop team members, building a culture of accountability, growth and high performance.

Minimum Requirements

Bachelor's degree.

CPA designation with 5+ years of Accounting experience.

3+ years proven leadership skills.

Proficient in Microsoft Office; Oracle G/L or similar systems a plus.

Benefits

Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

Multiple bonus programs.

Paid holidays and generous paid time off.

Tuition Assistance Program that covers professional continuing education.

Employee Perks

On-site café and first-class fitness center with complimentary personal trainers.

Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

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Accounting Manager

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Drive accuracy. Build strong teams. Deliver results. Uline is hiring an experienced Accounting Manager to oversee corporate Accounting operations and support our continued growth as a leader in shipping and industrial supplies. If you're passionate about process improvement and mentoring others, this is your opportunity to make an impact.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

Manage daily operations of Uline's Corporate Accounting team, with a focus on strong internal controls and process efficiency.

Oversee key Accounting areas such as fixed assets, leases, cost accounting, freight and cash.

Manage month-end and year-end close processes, ensuring accurate and timely reporting.

Coach and develop team members, building a culture of accountability, growth and high performance.

Minimum Requirements

Bachelor's degree.

CPA designation with 5+ years of Accounting experience.

3+ years proven leadership skills.

Proficient in Microsoft Office; Oracle G/L or similar systems a plus.

Benefits

Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

Multiple bonus programs.

Paid holidays and generous paid time off.

Tuition Assistance Program that covers professional continuing education.

Employee Perks

On-site café and first-class fitness center with complimentary personal trainers.

Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

()

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Accounting Manager

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Drive accuracy. Build strong teams. Deliver results. Uline is hiring an experienced Accounting Manager to oversee corporate Accounting operations and support our continued growth as a leader in shipping and industrial supplies. If you're passionate about process improvement and mentoring others, this is your opportunity to make an impact.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

Manage daily operations of Uline's Corporate Accounting team, with a focus on strong internal controls and process efficiency.

Oversee key Accounting areas such as fixed assets, leases, cost accounting, freight and cash.

Manage month-end and year-end close processes, ensuring accurate and timely reporting.

Coach and develop team members, building a culture of accountability, growth and high performance.

Minimum Requirements

Bachelor's degree.

CPA designation with 5+ years of Accounting experience.

3+ years proven leadership skills.

Proficient in Microsoft Office; Oracle G/L or similar systems a plus.

Benefits

Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

Multiple bonus programs.

Paid holidays and generous paid time off.

Tuition Assistance Program that covers professional continuing education.

Employee Perks

On-site café and first-class fitness center with complimentary personal trainers.

Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

()

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Accounting Manager

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Drive accuracy. Build strong teams. Deliver results. Uline is hiring an experienced Accounting Manager to oversee corporate Accounting operations and support our continued growth as a leader in shipping and industrial supplies. If you're passionate about process improvement and mentoring others, this is your opportunity to make an impact.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

Manage daily operations of Uline's Corporate Accounting team, with a focus on strong internal controls and process efficiency.

Oversee key Accounting areas such as fixed assets, leases, cost accounting, freight and cash.

Manage month-end and year-end close processes, ensuring accurate and timely reporting.

Coach and develop team members, building a culture of accountability, growth and high performance.

Minimum Requirements

Bachelor's degree.

CPA designation with 5+ years of Accounting experience.

3+ years proven leadership skills.

Proficient in Microsoft Office; Oracle G/L or similar systems a plus.

Benefits

Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

Multiple bonus programs.

Paid holidays and generous paid time off.

Tuition Assistance Program that covers professional continuing education.

Employee Perks

On-site café and first-class fitness center with complimentary personal trainers.

Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

()

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Company Description

At National Vision we believe everyone deserves to see their best to live their best. We help people by making quality eye care and eyewear more affordable and accessible. National Vision is one of the largest optical retail companies in the United States, with over 1,200 stores. We operate four retail brands: America's Best Contacts & Eyeglasses, Eyeglass World, and Vista Optical inside select Fred Meyer stores and on select military bases. We offer an innovative culture where training is a priority, hard work is praised, and career growth is a reality.

We are hiring for a Director of Revenue Accounting to join our growing team!

Job Description

The Director of Revenue Accounting is responsible for overseeing financial operational accounting related to revenue, including managed care, store audit, retail revenue, deferred revenue, and related technical accounting for all revenue functions. The role ensures an accurate and efficient close process, including the preparation and review of journal entries, account reconciliations, reports, and analyses to support conclusions or the preparation of ASC technical memos to support conclusions. This person leads, manages and coaches direct reports; maintains and administers financial systems used in the accounting department; and develops and implements accounting processes, policies and procedures

What Would You Do? The Specifics

Responsible for overseeing revenue recognition processes in compliance with ASC 606 (Revenue from Contracts with Customers) within the managed care channel.Management of support personnel in sales audit and accounting.Evaluating managed care payer agreements to determine revenue recognition treatment or other new revenue agreements.Evaluating managed care payer agreement reimbursement rates to determine payer reserve analysisMonitoring billing, claims processing, and payment reconciliations performed by the RSC managed care team to determine accounting impacts.Assessing revenue trends and projecting financial outcomes related to payer reimbursement rates through the use of Microsoft BI.Ensuring alignment with healthcare regulations and payer policies.Using financial payer data (data analytics) to drive strategic decision-making. Experience with Microsoft BI is necessary.Working with Finance, Managed Care Operations, and Executive Teams on future enhancements.Assisting with internal and external audits related to revenue accounting.Enhancing automation and efficiency in revenue recognition workflows.Maintains revenue closing schedule and schedule of monthly tasks for the revenue function.Evaluates and implements best practices and process improvements for accounting and reporting to include detailed documentation of processes and controls.Ensure controls are followed in compliance with SOX.Manage the team that maintains and administers sub-ledger reconciliations to the managed care system of record.Manages the store audit function to ensure all POS sales are accurately recorded on the general ledger.Manage the team responsible for reconciling store audit entries to cash and 3rd party sources.Identifies areas of improvement in relation to financial systems; works to develop efficiencies in accounting procedures.Assists with annual budgets, preparing or overseeing the preparation of information needed to ensure the timely completion of the annual budget.Prepares or oversees the preparation of schedules and support for the SEC team, as needed.Performs ad hoc reporting and analysis as required.

Qualifications

Work Experience: 10+ years Progressive revenue accounting experience (Required)

Education: Four-year college degree or equivalent experience. Bachelor's degree in Accounting/Finance (Required)

CPA or CMA (Preferred)

Additional Skills

Advanced Excel (Required)Ability to utilize analytical tools like Power BI to inform analysis & recommendations (Required)General Ledger/ERP System - Oracle (Required)Strong Understanding of U.S. GAAP (Required)Trintech (Preferred)BlackLine (Preferred)

Additional Information

Taking Care of our People!

We understand the importance of financial health and security, and because of that, we provide competitive compensation to all associates. We also offer a comprehensive benefits package including health and dental insurance, 401k retirement savings with company match, flex spending account, paid personal time off, paid company holidays, parental leave, employee eyewear discount, and much, much more. At National Vision, we strive to deliver opportunities for professional growth and long-term career fulfillment. We provide training programs and access to educational courses and pride ourselves on the ever-increasing amount of promotions from within.

We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, and other legally protected characteristics.

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Director, LBS Projects, Fixed Assets, and Lease Accounting

Schedule: Full-time, Days

Job Location Type: Hybrid (On-site 3+ days each week)

Your experience matters

At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. As a member of the Lifepoint Business Services (LBS) team, you'll support those that are in our facilities who are interfacing and providing care to our patients and community members to positively impact our mission of making communities healthier .

More about our team

The Lifepoint Business Services (LBS) Accounting team supports financial operations across all lines of business through accurate reporting, compliance, and process improvement. Our Projects, Fixed Assets, and Lease Accounting team manages the accounting lifecycle for capital projects, fixed assets, and leases, ensuring financial integrity and operational consistency across the organization.

How you'll contribute

A Director, LBS Projects, Fixed Assets, and Lease Accounting who excels in this role:

Leads the Projects, Fixed Assets, and Lease Accounting team, overseeing project initiation, accounting, analysis, and reporting needs across all lines of business.Develops and maintains business processes, policies, and documentation for Oracle Projects to ensure accuracy and consistency.Ensures completeness and accuracy of project, fixed asset, and lease accounting for all sites, divisions, and business lines.Partners with facility and division leadership on project initiation, finance vs. operating project determinations, and capital budgeting and forecasting.Implements and monitors internal controls to safeguard assets and ensure balance sheet accounts are supported with proper documentation and roll forwards.Oversees general ledger, subledger, and journal entry analysis using reporting tools such as OTBI, FDI, and EPM for research and reconciliation.Provides guidance and support to team members interacting with facility and operations leadership, offering additional reporting and analysis as needed.Identifies and drives process improvement opportunities, leveraging best practices to increase efficiency, standardization, and cost effectiveness.Conducts P&L and balance sheet analysis for projects, fixed assets, and leases, providing meaningful commentary and insights.Collaborates with LBS Site Liaison, Financial Operations, and Technical Accounting teams to address complex accounting inquiries.Supports annual budgeting, forecasting, and other analysis activities as needed.Maintains regular and reliable attendance and performs other duties as assigned.

Why join us

We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers:

Comprehensive Benefits: Multiple levels of medical, dental and vision coverage for full-time and part-time employees.Financial Protection & PTO: Life, accident, critical illness, hospital indemnity insurance, short- and long-term disability, paid family leave and paid time off.Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match.Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).Professional Development: Ongoing learning and career advancement opportunities.

What we're looking for

Applicants should have a bachelor's degree in accounting or finance and 7+ years of experience in projects and fixed assets accounting. Additional qualifications include:

Strong understanding of project, fixed asset, and lease accounting processes.

Experience developing accounting policies, procedures, and documentation.

Familiarity with Oracle systems and reporting tools such as OTBI, FDI, and EPM.

Excellent analytical, leadership, and problem-solving skills.

Ability to communicate complex financial information to all levels of leadership.

Demonstrated success in managing teams, setting goals, and ensuring quality results.

Certification: Certified Public Accountant (CPA) preferred but not required; active license a plus.

Travel Requirement: Up to 10% overnight travel by land and/or air.

EEOC Statement

Lifepoint Health is an Equal Opportunity Employer. Lifepoint Health is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment.

Employment Sponsorship Statement

You must be authorized to work in the United States without employer sponsorship.

Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

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Senior Staff Accountant, HSC Corporate

Schedule: Full-time, M-F

Job Location Type: On-Site

Your experience matters

At Lifepoint Health, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. As a member of the Lifepoint Business Services (LBS) team, you'll support those that are in our facilities who are interfacing and providing care to our patients and community members to positively impact our mission of making communities healthier .

More about our team

The Lifepoint Business Services (LBS) accounting team provides critical financial support to hospitals across our enterprise. We pride ourselves on being collaborative, detail-oriented, and solutions-driven. Team members enjoy opportunities for professional growth, exposure to both technical and operational accounting, and a culture that values accuracy, accountability, and partnership with hospital leadership.

How you'll contribute

A Senior Staff Accountant who excels in this role:

Support the end-to-end general ledger close process for designated sites/entities, including completeness of close checklists and post-close review certifications

Drive continuous improvement and accounting standardization initiatives

Maintain a controlled and compliant close process, checklists, and post-close activities

Perform P&L and balance sheet analysis for designated sites/entities as directed

Support hospital leadership with post-close analysis, review, and reporting, including participation in hospital MOR and other operational reviews as needed

Provide direct site support during the close process

Interface with the LBS Technical Accounting team and hospital operations leaders to collaborate on the accounting treatment of complex issues

Manage the joint venture accounting, reporting, and distribution process for sites with joint venture relationships

Support hospital leaders with the summarization of the annual budget

Assist sites with post-close review and analysis, supporting explanation of hospital projection trends and variances

Safeguard facility assets by ensuring adequate internal controls and compliant accounting systems

Oversee balance sheet integrity through management of the post-closing review process and periodic reviews

Provide explanations for monthly, quarterly, and annual variances in general ledger accounts

Serve as liaison with external stakeholders in providing required financial reports and information

Collaborate with hospital leadership to ensure operating metrics align with organizational strategies

What we're looking for

Applicants should have a bachelor's degree in accounting or finance. Additional qualifications include:

5+ years of experience in accounting.

Certified Public Accountant (CPA) designation preferred; active CPA license strongly desired.

Strong business mathematical skills with the ability to compute rates, ratios, and percentages.

Moderate to advanced computer skills, including proficiency with spreadsheets, databases, and accounting software.

Effective communication skills, with the ability to present complex financial information to leadership.

Strong decision-making and independent judgment skills, with the ability to handle multiple projects simultaneously.

Ability to maintain confidentiality and comply with healthcare regulatory standards (e.g., HIPAA).

Work environment & travel:

Office-based role with exposure to hospital environments as needed.May occasionally be exposed to hospital hazards requiring safety precautions.Minimal overnight travel (up to 10%) by land and/or air.

EEOC Statement

Lifepoint Health is an Equal Opportunity Employer. Lifepoint Health is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment.

Employment Sponsorship Statement

You must be authorized to work in the United States without employer sponsorship.

Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

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Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.

With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.

With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands.

Location:

Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.

Overview: A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill

The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations.

At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa.

To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation. This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers.

The Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels 's Standard Operating Procedures; and safeguarding owners/investors assets.

Responsibilities: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel's cash flow and operating forecast. Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Directs or prepares all financial reports in accordance with Highgate Hotels' requirements, meeting various due dates and deadlines, i.e: Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates Monthly: Financial Statements, Forecasting KeyStatistics Report, Cash Flow Annual: Budgets, 5-Year Plans, 5-Year Capital Plans Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Executes other special projects and responsibilities as assigned. Qualifications: At least 5 or more years of Hospitality Finance/Accounting experience. Prior Controller or Director of Finance experience, preferably at a premium-branded Hotel. Excellent verbal and written communication skills. Bachelor's degree required preferably in Finance or Accounting. Must supervise 2 or more employees Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Salary: $185K-$205K base with huge BONUS and GROWTH potential!

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Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less

Position Type: Regular
Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs service team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Youll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Youll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $60,280 ($54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

What you have

If youre not a finance expert, thats okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required qualifications

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Preferred qualifications

Previous customer service experience Previous client relationship experience Bachelors degree or higher in Finance, Economics, or related field from accredited university Ability to adapt to changes in the market and business Eagerness to learn about finance Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions Robust communication, influencing and client engagement skills Desire to be part of a supportive and collaborative team Shown success navigating multiple computer applications

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Required Preferred Job Industries Accounting & Finance Read Less