Job Closed

This listing is no longer active.

Pathstone logo
Pathstone

Paths to your preferred life.

Revenue Manager

ManagerManagerFull TimeRemoteSeniorTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

Colorado + 5 moreAll locations: Colorado | New York | Maryland | Massachusetts | Pennsylvania | Washington

Posted

57 days ago

Salary

$110K - $125K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Revenue Manager

Pathstone

• Manage end-to-end revenue accounting processes, including review, reconciliation, and reporting of advisory, and professional services • Ensure revenue recognition complies with U.S. GAAP, firm policies, and regulatory requirements applicable to wealth advisory firms • Prepare and review monthly, quarterly, and annual revenue-related journal entries and account reconciliations • Partner closely with operations, billing, compliance, and client advisor teams to ensure accurate fee calculation and recording • Work closely and develop processes with our client transitions and FP&A teams on the revenue impact of net new business • Oversee and validate calculations tied to revenue, including compensation related • Serve as the primary revenue subject matter expert during internal and external audits, including preparation of schedules, walkthroughs, and audit support • Identify, document, and implement process improvements to strengthen internal controls over revenue calculations • Analyze revenue trends and variances, providing clear explanations to senior leadership • Support financial statement preparation and related disclosures involving revenue and receivables

Job Requirements

  • Bachelor’s degree in Accounting or Finance (CPA or CPA-track preferred)
  • Minimum of 5-7 years of relevant accounting experience, including revenue accounting and audit exposure
  • Prior experience in public accounting, external audit, or internal audit strongly preferred
  • Solid understanding of U.S. GAAP, internal controls, and audit readiness
  • Demonstrated high attention to detail and accuracy, especially in complex or high-volume data environments
  • Strong analytical, documentation, and organizational skills
  • Ability to manage multiple priorities and meet deadlines independently
  • Proficient in accounting systems and advanced Excel skills

Benefits

  • comprehensive medical, vision, and dental coverage
  • flexible spending options
  • flexible PTO
  • life insurance
  • education support
  • 401(k) plan
  • parental leave
  • more

Related Categories

Related Job Pages

More Manager Jobs

Senior Manager, Global Treasury Operations

Resideo Technologies

Resideo Technologies is a global leader in providing critical home comfort and security solutions. The company fosters a culture of innovation and collaboration, promoting a dynami

Manager57 days ago

Title: Senior Manager, Global Treasury Operations Location: Charlotte United States Job Description: The Senior Manager, Global Treasury Operations will be responsible for the day‑to‑day execution and operational integrity of ADI's global treasury activities. This role will play a critical part in standing up and scaling a best‑in‑class treasury operations function for a newly independent, publicly traded company, ensuring strong controls, efficient processes, and reliable liquidity management across the enterprise. The position will partner closely with the Senior Director of Treasury, Accounting, Tax, FP&A, and external banking partners to support cash management, banking operations, intercompany funding, treasury systems, and SOX‑compliant controls. Key Responsibilities Global Liquidity, Cash & Banking Operations - Execute daily global cash positioning, cash flow forecasting inputs, and liquidity reporting and modeling - Manage domestic and international bank account structures, including account openings, signatories, and documentation - Oversee cash concentration, pooling, and intercompany funding mechanics - Partner with banks to resolve operational issues, fee management, and service enhancements Treasury Systems & Infrastructure - Serve as primary owner or administrator for treasury‑related systems and banking platforms (e.g., e‑banking portals, TMS, SWIFT, payment tools) - Support implementation, stabilization, and optimization of treasury systems in a standalone public‑company environment - Ensure system access controls, data integrity, and process documentation are maintained Payments, Controls & Compliance - Oversee payment execution processes (ACH, wires, intercompany settlements) with a strong focus on controls and fraud prevention - Maintain treasury policies, procedures, and internal control documentation in compliance with SOX requirements - Partner with Accounting and Internal Audit on treasury‑related audits, testing, and remediation efforts - Support quarterly and annual close activities, including cash, debt, and intercompany balances Intercompany & Working Capital Support - Manage intercompany loan activity, interest calculations, settlements, and reconciliations - Coordinate with Tax and Accounting on transfer pricing, intercompany agreements, and legal entity funding needs - Support working capital initiatives through improved cash visibility and operational discipline Operational Leadership & Continuous Improvement - Serve as a subject matter expert in treasury operations, partnering with internal stakeholders to support business activity - Lead and develop treasury operations staff, including analysts and managers, as applicable - Drive process standardization, automation, and efficiency improvements across global treasury operations - Develop scalable reporting and dashboards to support management visibility and decision‑making MUST HAVE: - 7+ years of experience in treasury operations, cash management, or corporate finance - Strong understanding of cash management, payments, banking operations, short-term investments, and intercompany processes - Familiarity with SOX controls, treasury accounting, and internal control frameworks - Hands‑on experience with enterprise-wide ERP, treasury systems and banking platforms - Experience supporting or operating within a global, multi-entity, publicly traded company environment strongly preferred WE VALUE: - Detail‑oriented with a strong control mindset - Highly organized and capable of managing multiple priorities in a fast‑paced environment - Strong problem‑solving and analytical skills - Effective communicator with the ability to partner cross‑functionally - Continuous improvement mindset with a bias toward automation and simplification WHAT'S IN IT FOR YOU: - Competitive compensation and incentive eligibility aligned to role level - Comprehensive benefits package including medical, dental, vision, life, disability, and other voluntary benefits - 401(k) plan with company match - Flexible vacation policy - Parental leave and family‑support benefits - Employee assistance and wellbeing programs - Opportunities for career growth and development within a global organization - Exposure to senior leadership and the ability to make enterprise‑level impact #LI-WD1 #HYBRID

North Carolina
Citizens Financial Group logo

Private Wealth Operations Manager

Citizens Financial Group

Founded in 1828 as a community bank, Citizens Financial Group, also known as simply Citizens and Citizens Bank, is one of the oldest financial institutions in t

Manager57 days ago

Title: Private Wealth Operations Manager Location: Charlotte, North Carolina; Johnston, Rhode Island Job Description: Description The Wealth Ops Manager will be responsible for managing all activities relating to the Wealth Management function within the Operations Department and you will manage a team of Service and Support Specialists. The Wealth Ops Manager is responsible for the direct daily supervision, coaching, and development of the colleagues in their department. Primary responsibilities include: - Manage the risks associated with transaction and exception processing of investment products in a bank environment. - Subject matter expert in all matters pertaining to Wealth Management Operations and will be responsible for providing guidance on escalated items. - Ability to resolve issues/escalations in a timely manner, with the ability to communicate resolutions to end clients and internal clients effectively. - Perform quality control audits on paperwork and transactions, to ensure service standards are met, policies and procedures are followed, and all risk and regulatory supervision is completed. - Manage, direct, and coordinate the daily activities of the Wealth Management operations group using independent judgement and discretion. - The productivity of the team, implementing strategy, and ensuring that all functions and colleagues are working in the most efficient manner possible. - Create, implement, and maintain formal coaching and development program. - Coaching and development of colleagues - Monitoring to ensure service levels are met - Embed and embrace continuous improvement within the team - Develop procedures and training plans as new products and services are deployed - Participate in system testing when necessary - Monitor daily workflows and make necessary adjustments to staffing - Provide exceptional customer service to clients and advisors - Work directly with other Wealth Ops Managers and leaders in support of decision making regarding all operational improvements or required procedure change - Ability to work effectively with sales leadership and sales managers daily Qualifications, Education, Certifications and/or Other Professional Credentials: - Required Qualifications - Demonstrated experience working in a Wealth Management Operations Team Lead role minimum of 3 years, or, proven experience in wealth management service and support. - 5+ years Brokerage Operations experience needed. - FINRA Series 24, 63, 66, and Series 7 required, or ability to obtain within 90-days of joining. - Ability to prioritize multiple projects and tasks dependent on risk and client experience. - Expertise in Wealth Management Operations processes. - Knowledge of brokerage system and troubleshooting thereof - Excellent judgement and strong collaboration with the wider team - Proficiency in PC skills and MS Office - Excellent communication skills (verbal & written) - Preferred Qualifications - Demonstrated successful stable work history - Bachelors degree Hours & Work Schedule: - Hours per Week: 40 - Work Schedule: M-F: 8:30 AM ET - 5:00 PM ET - 100% in office until fully trained then potential hybrid 4 days in office 1 day work from home Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Glassdoor Best Place to Work in Consulting, Finance & Insurance The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

Rhode Island + 1 moreAll locations: Rhode Island | North Carolina
Full TimeRemoteTeam 10,001+Since 1876H1B Sponsor

• Lead the cross-functional study team in the development and execution of clinical trials • Utilize project management and scientific expertise to deliver trial(s) with quality, on time, and within scope and budget • Monitor status and make changes as needed to meet trial deliverables • Develop and track global milestones; assess, identify and monitor trial-level risks • Manage relationships and serve as a single point of contact for trial communication • Drive and coordinate local, regional and global study team throughout study implementation • Be accountable for trial/regional enrollment strategy and execution • Coach peers and team members on various aspects of clinical trial process • Liaise with affiliates to understand local regulatory requirements

United States
$65.3K - $148.5K / year
Job Closed
Full TimeRemoteTeam 201-500

Job DetailsJob Location: Phoenix, AZ - Phoenix, AZ 85018Position Type: Full TimeSalary Range: $70,000.00 - $70,000.00 Base+Commission/monthTravel Percentage: Road Warrior ABOUT PRECISION DIAGNOSTICS: Precision Diagnostics, based in San Diego, California is a fast-growing clinical laboratory that specializes in providing drug testing, primarily for the purpose of helping physicians monitor their patients undergoing treatment for pain or substance abuse. Precision’s objective is to improve patient adherence/compliance with their prescription regimen and protect medical practices from liability. As the Territory Manager, you will be responsible for increasing the volume of compliant and profitable lab specimens in your designated territory through ongoing account management, increasing business in existing accounts, and development of new business. THE ROLE: Territory Manager (TM1) Become familiar with and always adhere to compliance standards Meet and exceed territory volume growth objectives by developing new accounts and increasing business in existing accounts Develop and manage strong sustainable relationships with customer base within a large geographical territory Understand the account’s workflow and train staff on established procedures Plan and execute visits to all existing accounts in the territory on a regular basis Manage logistics and coordinate supplies Communicate with internal teams and develop productive working relationships with lab, billing, and clinical support teams Appropriately manage expense budgets Utilize effective prospecting techniques, networking and other lead generation tools to establish new business Attend local and national conferences and trade shows, to generate leads and interact with prospective clients Utilize prospecting data and set qualified appointments within territory Present Precision’s products and services to prospective clients Close new business Ongoing pipeline development including growing existing accounts, referrals, and cold calling Provide regular updates to Regional Manager on prospects, pipeline, and monthly volume forecasts ROLE CRITERIA: Ability to bring on $2500 in revenue from new business within the first 90 days of employment Ability to achieve budget thereafter (revenue determined by minimum expectations derived by tenure and resource allocation) Ability to obtain a positive Contribution Margin by month 15 of employment Ability to demonstrate understanding of the Customer Commitment Journey Ability to link Precision products to trends impacting providers WHAT YOU BRING TO THE TABLE: Humility, Hunger, Intelligence Interpersonal Effectiveness Natural sense of empathy, self-awareness, self-control, and sales drive Uncompromising ethics and integrity High energy level and ability to develop sales rapidly Outside sales experience with strong closing, cold calling, and presentation skills required Demonstrated track record and commitment to continued progressive sales growth Ability to understand and present clinical and technical product information Understanding of insurance and reimbursement issues Collaborative spirit and ability to thrive as part of a team Prior experience managing a large geographical territory Excel under general supervision Adherence to compliance standards and confidentiality (HIPAA) requirements Minimum of 2-3 years sales experience in medical, pain management, or behavioral health as an account manager or territory manager is required. Experience in medical, pain management, or behavioral health sales as an account manager or territory manager is required Existing clinical contacts are required Bachelor’s Degree To be successful, you agree that technology is a key part of every business process, and you will make new technology adoption part of your routine Become fluent in Microsoft 365 (formerly Office 365) applications assigned to your role. Common applications include Teams, Word, Excel, Tasks and Planner Complete training in a timely manner that is assigned to you. Training is primarily conducted via Microsoft Learn modules and is assigned based on: Position/Job Role – Most positions require a core set of Microsoft 365 working knowledge Project Role – As a member of a project team, you may be required to complete training before you can engage with the project team or commence project work Ad-Hoc – Based on review of your performance via support requests, training modules will be assigned to increase skills ADDITIONAL JOB CONSIDERATIONS: This position is Full-Time This position is 100% remote with frequent travel Driving to multiple location sites is required. Multi-State regional travel is also expected You will be required to travel within your territory by car; therefore, you must hold a current driver’s license and carry auto insurance covering your vehicle Must be able to stand for prolonged periods of time Must be able to lift 15 pounds Comprehensive benefits package: Medical, Dental, Vision, and additional optional coverages 401K with company match Paid time off and paid Holidays Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Qualifications

United States