Job Closed
This listing is no longer active.
Travel smart. Achieve more.
Finance Supervisor
Location
India
Posted
67 days ago
Salary
0
Seniority
Senior
Job Description
Finance Supervisor
BCD Travel
• Prepare timely and accurate financial reporting for a particular group of clients • Focus on creating client budgets and forecasts • Identify, analyze, and understand the potential financial impact from various business issues, opportunities, and decisions • Build a bottoms up annual budget with input from internal clients • Build monthly forecasts with input from internal clients • Support the finance management team during the monthly forecast and annual budget processes • Manage monthly/on-going billing and reporting to external • Assist the finance management team in an effort to maximize the efficiency and accuracy of billing to increase ebitda and cash flow • Run reporting enhancements implemented in client billing and reporting process
Job Requirements
- Bachelor's degree in accounting / finance or equivalent experience
- Prior experience in accounting / finance
- Proficiency with ERP, word processing, and spreadsheets
- Expertise in PeopleSoft, ADS / Global MAX
- Certified Public Accounting certification is preferred, but not required
Benefits
- Flexible working hours and work-from-home or remote opportunities
- Opportunities to grow your skillset and career
- Generous vacation days so you can rest and recharge
- A compensation package that feels fair to you, including mental, physical, and financial wellbeing tools
- Travel industry professional perks and discounts
- An inclusive work environment where diversity is celebrated
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Senior Coordinator, Bids and Proposals
Amplify EducationAmplify Education provides digital products and professional services that empower students, teachers, and parents to approach K-12 education in new ways. The A
Senior Coordinator, Bids & Proposals locations Remote - NY time type Full time job requisition id Req_12644 The Senior Bids and Proposals Coordinator supports the Bids & Proposals team by leading the research and tracking of bidding opportunities and by maintaining internal records and databases critical to the content and management of bid-related activity. They will execute and coordinate the completion of bid related documentation, and are responsible for the logistics of submitting and delivering proposals on behalf of the sales organization at Amplify Education. Essential Responsibilities: - Proactively monitor and track relevant bid opportunities via shared inboxes and active searching through procurement sites and portals - Update and maintain the tracking of ongoing bids and project status and details within internal systems (Google Sheets and Smartsheet) - Review and summarize bid request documents (RFPs, RFQs, etc.) to share pertinent information with the wider team - Support Bids & Proposal Managers with finding appropriate boilerplate language and adding to draft documents - Coordinate schedules and approvals for actions supporting bid opportunities - Maintain open communication with project leaders and stakeholders by sending reminders and sharing updates as needed - Maintain shared documentation to utilize in the completion of forms and submission sites - Regularly update shared project checklists and trackers to ensure internal visibility and adherence to deadlines - Manage the printing, shipping, and delivery process for bids with the support of Brooklyn-based employees, print vendors, and courier services - Use problem-solving skills to diagnose, troubleshoot, and resolve issues in order to ensure the timely completion of bids - Interpret RFP language and translate it into actionable internal tasks Required Qualifications: - BA/BS Degree - 5+ years of work experience in a corporate environment - Problem-solving skills and detail orientation - Technical savvy and experience with Google Workspace, Microsoft Office, Smartsheet and Adobe Software - Strong verbal and written communication skills - Experience in proofreading, editing, and assembling lengthy documents - Strong organizational skills with the ability to manage multiple concurrent opportunities with competing deadlines - Experience working cross-functionally with internal company stakeholders to support the ongoing maintenance of information databases - Exhibit high attention to detail and the ability to spot inconsistencies across long-form documents Preferred Qualifications: - Experience working in K-12 education or education tech industries - Previous experience related to project management and/or bids, proposals, and solicitations - Familiarity with procurement portals and electronic submission platforms - Ability to work within structured processes and workflows, naming conventions, and document governance systems - Reside in the Brooklyn-based area What we offer: Salary is only one component of the Amplify Total Rewards package, which includes a 401(k) plan, competitive health insurance and mental health options, basic life insurance, paid time off, parental leave, and access to best-in-class development programs. The gross salary range for this role is $65,000 - $75,000. This role is eligible to earn an annual discretionary bonus that rewards individual and company performance.
Senior Financial Planning and Analysis Analyst
The Child Center of NYThe Child Center of NY is an Equal Opportunity Employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other category protected by Federal, State or local law.
Role Description The Financial Planning and Analysis Analyst is responsible for the fiscal management of programs with third-party revenues (fee-for-service) and acts as a liaison between Finance and program operations. - Building revenue models and budgets based on program operating assumptions - Review, record and analyze monthly fee-for-service revenues in accounting system (FundEZ) and billing system based on billing subsystem data and reconcile balances to receivable as of month-end - Review and ensure staff allocations are accurate in both Human Resources and Finance systems. Serve as liaison with operations when changes are needed. - Review monthly budget comparison reports with program operations including the underlying operating drivers impacting results - Develop forecasting models to evaluate projected results based on various leading program indicators and review findings with program operations. - Present result of analysis to program management and executive officers - Perform quarterly analysis of receivable balances against cash received Qualifications - Bachelor’s degree in accounting, finance or related field. Master’s degree preferred - Three to five years of general accounting experience - Three years of financial planning, analysis and forecasting experience is a must - Excellent interpersonal skills to engage with different stakeholders - Excellent time-management skills - Excellent/advanced proficiency in Microsoft Excel is a must Requirements - Accounting experience in a non-profit environment and working knowledge of fee-for-service revenue streams is a plus (Medicaid, Medicare, and third-party insurance) - Working knowledge of FundEZ nonprofit accounting software is a plus - NYS CFR (Consolidate Fiscal Reporting) Company Description The Child Center of NY is an Equal Opportunity Employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other category protected by Federal, State or local law.
Home Equity Lending Underwriter
Peak Credit UnionFormed from TwinStar & NWCU. Built for you. Built for belonging. Insured by NCUA. Equal Housing Opportunity.
To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience! Applicants are encouraged to apply by April 20th, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible. Where You Will Work: Remote role open to candidates residing in Washington (WA) or Oregon (OR). (Branches) Pay Range: The target hourly pay range for this position is $33.17 - $37.69. The full hourly pay range is $30.15 - $45.23. - Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. Job Overview: This position is responsible for reviewing and analyzing home equity loan applications to determine borrowers’ eligibility based on credit, financial, and collateral risk factors. Makes sound credit decisions after fully evaluating borrowers’ financial profiles and underwriting the subject property, while ensuring compliance with all regulatory and company standards. What You’ll Do: - Analyzes home equity loan applications and supporting documentation for accuracy and completeness. - Evaluates borrowers credit histories, income sources, ability to repay, and collateral sources. - Performs risk review and determines loan to values (LTV), combined loan to value (CLTV), and debt to income (DTI) ratios are acceptable. - Decisions loans within designated authority levels ensuring sound and responsible lending practices, while maintaining a solutions-based mindset. Issues counter offers when feasible. - Supports team members by answering questions, assisting with problem resolution, and providing counsel on complex loan scenarios. - Collaborates with and develops strong relationships with loan officer team while working towards solutions to facilitate loan approval, ensuring an exceptional member experience. - Maintains a high level of knowledge on all types of loans offered and the features and benefits of all related credit union services and products, with an emphasis on home equity products. - Manages the underwriting pipeline to ensure service and regulatory standards are maintained. - Ensures adherence to all federal and state regulatory requirements, confirming and documenting Home Mortgage Disclosure Act (HMDA) action take reasons are appropriate. - Skilled in analyzing income documentation, tax returns, credit risk, property valuations, title reports, and all aspects of the credit decisioning process. - Identifies potential issues with loan files and resolves accordingly and/or collaborates with management to resolve as needed. - All other duties as assigned. When You'll Be Working: Monday- Friday 8:30am - 5:30pm. Full-time 40 hours a week. Qualifications: - Minimum two (2) years experience in real estate underwriting or a related field. Previous experience in a credit union or other financial institution required. Must possess strong analytical skills, understanding of the real estate market, financial statements, title documents, tax returns, and the residential lending market. What You’ll Bring: - In depth knowledge of residential lending regulations, underwriting guidelines, and industry best practices. - Excellent attention to detail and ability to multitask, while managing high volumes of work. - Sound decision making and problem-solving skills. - Work under pressure or stress, handling multiple tasks and deadlines with frequent changes to priority status. - Ability to perform detailed work from routine to complex in nature. - Excellent analytical and financial assessment skills. - Proficient in using real estate lending software and financial analysis tools. - Demonstrated knowledge of Credit Union lending policies and procedures to effectively answer member and branch personnel’s questions. - Strong negotiation skills to effectively work with team members in order to get the best or most appropriate loan decision for the membership. - Ability to work independently and function effectively as a member of a team. - Cultivate collaborative and effective relationships with team mates. - Must demonstrate the ability to exercise judgment, initiative, and tact in dealing with team mates and management. Total Rewards: This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. - Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. - We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). - Employees also have access to Life and AD&D insurance. - Employees are able to enroll in our 401k plan. - Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. - Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment. Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish For more information on Right to Work, please click here: Right to Work Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. Equal Opportunity Employer Veterans/Disabled Equal Opportunity is the Law Posting Pay Transparency Nondiscrimination Posting When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.
Executive Assistant-Financial Industry
BELAYBELAY is a virtual solutions company founded by husband-and-wife duo Bryan and Shannon Miles in 2010. An entirely remote team, including everyone "from the corporate team in mid-At
BELAY - Financial Executive Assistant Compensation $25.00 - $35.00/hour Job Description WHY WORK AT BELAY https://youtu.be/6GkxuSDoFRo Envision a career built for the long run, one that blends flexibility, meaningful work, and the opportunity to support leaders in ways that truly matter. That's exactly what you'll find at BELAY. When you join BELAY, you're contracting with our network of professionals, not applying for a single role. Once onboarded, you'll gain access to our curated job board of pre-vetted opportunities across multiple industries so you can pursue the engagements that best align with your strengths, availability, and professional goals. As an Executive Assistant serving financial-industry clients, you'll bring clarity, precision, and confident administrative leadership to advisors, planners, and investment professionals who rely on exceptional support to operate at their best. Your work helps clients stay organized, compliant, and responsive as they serve their own clientele. And you'll do it within a professional, people-first contractor community known for excellence, support, and modern remote work practices. This isn't a gig. It's a flexible, professional career where your strengths, experience, and initiative make a lasting impact. ROLE OVERVIEW BELAY Executive Assistants supporting the financial sector are experienced administrative professionals who understand the unique pace, expectations, and confidentiality required when partnering with advisors and firms in wealth management, financial planning, investment, and related services. You'll manage complex communication flows, prepare documentation, support client-meeting prep, maintain secure systems, and uphold the highest standards of professionalism and accuracy. This role requires strong judgment, meticulous attention to detail, and comfortable working within regulatory and compliance-sensitive environments. You'll serve as a proactive, trusted partner who brings structure, clarity, and operational excellence to every engagement. If you have experience with at least 75% of the responsibilities below and 3+ years of financial-industry experience, you may be an excellent fit. LOCATION Remote. Currently accepting applications for U.S.-based contractors except in CA, CO, MT, NJ, NY, and PA. STATUS 1099 Independent Contractor | Remote. Open to occasional travel for on-site meetings based upon client's needs. PAY RANGE Compensation for this role is $25-$35 per hour, depending on experience and skill set. As you grow with BELAY and demonstrate strong performance, you may have opportunities to increase your earnings through additional client engagements. Contractors are paid monthly based on contracted hours, and BELAY does not guarantee hours or client assignments. CONTRACTOR PERKS - 100% remote work with flexible scheduling - Access to BELAY's exclusive job board featuring pre-vetted opportunities across industries including financial services so you can pursue engagements that match your expertise and interests - Invoicing and payment collection handled for you, minimizing administrative burden - Access to affordable health and financial options through our contractor benefits partner - Access to BELAY's Contractor Community gives you a connected peer network of fellow 1099 professionals who share knowledge, exchange best practices, and support one another through templates, discussion spaces, live learning sessions, and ongoing upskilling opportunities, creating a collaborative environment designed to help you grow your skills, stay supported, and thrive as part of the BELAY network - Support from a dedicated Success Consultant and Talent Specialist who partner with you throughout your engagement, helping you navigate client relationships, solve challenges, and access the resources you need to thrive - Flexibility to take on the clients and the monthly hours that work best for you, based on availability and demand WHY BELAY? BELAY is nationally recognized for culture, excellence, and innovation: - Entrepreneur Magazine: #1 Best Culture Small Business - Inc. Magazine: Fastest-Growing Companies in America - SHRM: When Work Works Award - Atlanta Business Chronicle: Best Places to Work We believe exceptional support changes business outcomes, and we are committed to delivering that experience for both our clients and our contractors. CORE RESPONSIBILITIES: Executive Support & Communication - Manage and optimize executive calendars, appointments, and schedules - Organize inboxes, support email follow-through, and prioritize communication across internal and external contacts - Draft, proofread, and format client-facing correspondence, reports, and summaries with accuracy and compliance awareness - Prepare, edit, and maintain documents, presentations, and spreadsheets used in advisory and client review meetings Financial-Industry Administrative Support - Assist with onboarding and client lifecycle documentation, ensuring accuracy and confidentiality - Prepare meeting materials, review packets, summaries, and follow-up notes for financial advisors and clients - Track and process expense reports, reimbursements, and firm-related financial documentation - Maintain and update sensitive client data within financial CRMs (e.g., RedTail, Wealthbox, Orion, ClientWorks, Advyzon, Black Diamond) - Manage secure document handling using approved systems and encrypted communication tools Operations, Systems & Compliance Support - Maintain organized digital and physical filing systems with attention to compliance and retention requirements - Ensure documentation, communication, and workflows adhere to internal standards and regulatory expectations - Create and refine workflows, checklists, and operational systems that improve efficiency and reduce risk - Coordinate meeting logistics, travel arrangements, and internal/external events Relationship Management & Client Experience - Serve as a professional, confident point of contact for clients, custodians, and vendors - Demonstrate exceptional discretion with high-net-worth client information - Support recurring operational tasks and small projects that advance client goals OUR APPROACH TO INNOVATION Innovation at BELAY is grounded in balance. You'll use modern tools including AI to increase clarity, streamline workflows, and support quicker decision-making. But your judgment, professionalism, and discretion remain essential, especially when supporting clients who operate within regulated environments. Human judgment + technology-enabled efficiency = the BELAY advantage. KEY QUALIFICATIONS: - 3+ years of experience in the financial services industry (wealth management, financial planning, financial advisory, private equity, investment, or related fields) - 1+ year of executive assistant or administrative experience - Strong understanding of financial terminology (equities, IRAs, rollovers, fixed income, mutual funds, etc.) - Experience using industry-specific tools such as RedTail, Wealthbox, Orion, ClientWorks, Black Diamond, or Advyzon - Close attention to detail and accuracy, especially with sensitive financial and client information - Familiarity with secure email practices, encrypted document handling, and compliance-sensitive workflows - Strong written and verbal communication skills with professional presence - Ability to work independently, prioritize effectively, and manage multiple demands - Availability during standard business hours, Monday-Friday - Reliable computer, high-speed internet, webcam, smartphone, and a quiet home workspace - Ability to participate in video calls regularly - Preference for contractors who can commit to at least 12 months of service for continuity KEY ATTRIBUTES: - Strategic awareness and the ability to anticipate needs - Professionalism, discretion, and sound judgment - Strong organizational skills and consistent follow-through - Emotional intelligence and confident, client-facing communication - Resourcefulness and independent problem-solving - Tech-forward mindset with comfort learning new systems - Calm, steady presence when working in fast-paced or compliance-sensitive environments ADDITIONAL REQUIREMENTS All applicants may be subject to an identity and background check before receiving a contract offer. Certain financial-industry clients may require additional screening or documentation. READY TO APPLY? If you're ready to support financial-industry leaders with clarity, precision, and exceptional professionalism while building a flexible, meaningful contractor career, we'd love to meet you. *All BELAY applicants are limited to applying for one open role at a time. This role should be the one in which your skills and qualifications are most closely aligned with. If you are brought on board as a contractor with BELAY, you have the opportunity to add additional service offerings if your skills and qualifications are a match.



