About The Role

The Director of Strategic Finance will be a critical thinker, problem solver and process management expert driving Strategic Planning and Strategic Analysis across the Niche business.

The role will interface collaboratively with senior management and leaders across the organization to frame key strategic questions, analyze opportunities and drive the transition of learnings and insights into institutionalized policies, actions, processes and operations.

You will nurture important relationships and continuously seek areas of improvement across the business, with a focus on efficient growth.

This role will report to the CFO.

Primary Responsibilities

Strategic Planning : Build and execute the Company’s end-to-end strategic planning process. Conduct market research to identify emerging business opportunities, model potential scenarios and build business cases.

Manage the translation of business strategy deliverables to operational and financial plans. Be a trusted partner to senior management.

• Business Strategy and Operations : Provide the analytical, strategic and financial horsepower to key leaders to evaluate and understand the efficacy and strength of existing operations, and to evaluate and measure the ROI on new initiatives that align with the Company’s strategic and financial goals.
• Corporate Finance / M&A : Support CFO and CEO in strategic analysis, modeling and execution of capital raising and acquisitions.

Over time, build out the acquisition team to develop an acquisition strategy.

What You Will Do

During the First Month :

Dive in and develop an understanding of the Niche organization, our business model, our customers, products and strategic and business priorities.

This will be accomplished by meeting with a broad range of internal and external stakeholders.

Within 3 Months :

• Take ownership of the strategic budget planning process. Establish core frameworks and processes for strategic planning and embed within core business operations.
• Partner with key business leaders to identify the highest priority business challenges and begin to address those topics with rigorous and strategic, financial and business analysis that result in new insights that will drive business decisions.

Within Six Months :

• Partner with CFO to determine the two-year plan to build out the team based on the organization’s needs determined by learnings in the first six months.
• Take responsibility as the quarterback’ for annual planning with strategic sessions with the CEO and leadership to understand strategic priorities, and then translate those priorities to effective communications to the broader organization that will drive OKRs and resource allocation.
• Each month, provide leadership with a report card’ on the most important business metrics to ensure that the company is driving results that are closely tied to company priorities and that issues are identified and addressed early.

Within 12 Months :

• Build trust across the organization as the go-to’ resource to understand, analyze and make recommendations on complex and challenging business issues and opportunities.
• Expand scope of responsibility within functions and across functions. Become a reliable, go-to and trusted business partner to senior executives on strategic initiatives and business plans

What We Are Looking For

• 8+ years of relevant experience in Strategic Planning, Strategic Analysis and Finance.
• Experience with Software-as-a-Service business models a plus.
• Prior experience in Strategy, Consulting, Investment Banking or similar roles that required rigorous thinking to drive strategic and business decisions.
• Confidence and ability to influence business leadership to drive actions, behaviors, decisions, and business outcomes.
• Highly motivated, self-starter with ability to work independently in a fast-paced environment, simultaneously manage several priorities, and challenge the status quo to lead change and operational improvements.
• Attention to details and ability to synthesize large volumes of data into insightful recommendations to senior leadership.
• Strong written and oral communication skills.
• Advanced proficiency in financial modeling and written presentations.

Are you excited about the position and its responsibilities, but hesitant because your experience doesn't align 100% with the posted requirements?

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Why Niche ?

• We are a fully flexible workforce empowering our employees to choose to work remotely, in our Pittsburgh office or whatever combination suits you
• Full time, salaried position with competitive compensation in a fast-growing company
• Best-in-class 100% paid employee health plan, including vision and dental and supplemental coverage
• Flexible Paid Time Off Policy
• Stipend that allows you to build your work from home office in a style and function that suits your personal preferences
• Ability to join our diversity committee (Niche Diversity Initiative) to shape company-wide programs and events
• Parental leave for all employees (12 weeks fully paid) in addition to short term disability for birthing parents
• Meaningful Stock options and 401(k) with employer match
• Your ideas and work will make an immediate impact on our company and millions of users
• You will join a team that cares about you, our mission, our work - and celebrates our wins together!

Niche will only employ those who are legally authorized to work in the United States without sponsorship now or in the future for this opening.

Summary of Position

Our group of Companies is currently searching for a dynamic and experienced leader to join our growing team as Director of Finance.

The chosen candidate will be responsible for taking on a leadership role in financial decision making that affects our Companies and will provide strategic financial input to the CEO and senior management.

While keenly overseeing the overall accounting processes, the successful Director will play a key role in continuing to develop and implement financial procedures to improve and maintain the financial health of our firm.

Manages and leads team through month end, year end and annual budgeting and in periods of change and growth, critical to coordinating corporate finance, managing company policies regarding capital requirements, debt, taxation, equity and acquisitions.

Duties / Responsibilities of Position

• Coordinate and produce all tax documentation as required
• Effectively and clearly communicate potential risks in a timely manner
• Ensure full transparency over the financial performance of the company
• Execute the financial strategy of the company
• Maintain speed and accuracy of billings and client payments
• Manage financial controls and accounting procedures
• Propose action plans to ensure that annual financial objectives are attained
• Provide advice on how to increase revenue and reduce costs
• Support the CEO with the preparation of monthly and annual financial plans
• Support the CEO with the preparation of quarterly Board presentation
• Maximizes the return on financial assets by establishing financial policies, procedures, controls and reporting systems
• Ensures legal and regulatory compliance for all accounting and financial reporting functions.
• Work with senior teams to grow the businesses formulating strategies and plans
• Lead and develop finance team
• Lead and manage the budgeting process
• Overall cash management on an ongoing basis
• Formulation of annual budgets and targets
• Overall control of all financial transactions and accountancy matters, including audit systems
• Preparation and submission of weekly, monthly, and quarterly updates
• Presentation of annual accounts with recommendations
• Review of accounts and investigation of variances then setting recovery plans
• Treasury matters
• Capital expenditure evaluation and preparation of submissions
• Insurance / risk management
• Setting annual cost rates and prices for customers
• Close involvement in negotiations with customers

Qualifications

• 4 to 6 years’ progressive experience managing the accounting and finance functions of a small to medium-sized business, preferably software, hosting, and non-tangible goods and services.
• Bachelor’s Degree in Accounting, Finance or related field (MBA preferred)
• Professional accounting designation (CA, CMA or CPA)
• 10+ years’ experience in a senior financial managerial position
• Advanced computer skills, including proficiency in MS Office and QUICKBOOKS
• Exceptional communication skills
• Confidence & Motivation
• Require prior experience in :
• Reporting directly to CEO and other executive staff.
• Self-management and self-direction, particularly in prioritization and task switching.
• Enforcement and revision of accounting policy and procedure.
• Bookkeeping practices and standards.
• Interaction with tax, finance, and legal professionals.
• Management of tangible and intangible inventory.
• Supervision and management of direct-report staff persons.
• Proficiency in EXCEL including the use of PivotTable and Pivot Charts, formulas and functions such as lookups and data transformation, printing and formatting.
• No prohibitions on being bonded or insured; no ineligibility to be licensed or prior revocation of licensure, or disbarment or expulsion from a professional organization for unethical or criminal conduct.

Salary Range : $95,000 - $115,000

Virtual OfficeWare (DE), LLC, offers competitive compensation and benefits plans. VOW is an equal employment opportunity employer.

Women and minorities are encouraged to apply.

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Our Client is seeking a Oracle Fusion Cloud Finance Lead Consultant , with extensive experience on Oracle Cloud. The position involves him to be responsible for solution design and governance of the Finance global business processes.

As an Oracle Fusion Cloud Finance Consultant, he will be providing functional inputs and leadership support to the Oracle Cloud implementation teams in addressing complex Finance business requirements.

He will be extensively involved in business process mapping, assist in problem definition and propose / create solutions.

He will also play an important role in the design, development, configuration, and deployment of the overall solution

Required Qualifications :

• 12+ years of implementation experience with Oracle Fusion Finance Cloud modules involving General Ledger, Accounts Receivables, Accounts Payables and Fixed Assets
• Have at least 2 full life cycle implementations experience, with hands-on configuration, implementation, and support of Oracle Fusion Cloud Finance
• Responsible for leading the requirements elicitation, fit-gap analysis, development, configuration, functional testing, and post-production support
• Strong experience in gathering requirements, designing solutions for Very High transaction volumes and should have good experience of Performance Testing of solutions
• Should have experience of designing and delivering complex custom solutions in highly integrated applications landscape
• Knowledge on end-to-end processes Order to Cash, Procure Pay, Master data management is a must
• Experience in handling integration with external partners / applications like E-Commerce Portals, Part Catalogs, trading partners - Suppliers & Customers, EDI
• Comfortable in driving requirements workshops, CRPs and Key Design Discussion sessions with client
• Oracle Certification is preferred, and Distribution Industry Experience is a plus
• Excellent client-facing communication and presentation skills. Strong leadership and delivery management background working with offshore teams and 3rd party application teams, OCI etc.,
• Onsite-Offshore communication and work management

• Ability to work in team in diverse / multiple stakeholder environment
• Experience in Oracle Cloud BIP reports
• Solution Evaluations and Recommendation Lead the team in coming out with solution alternatives and takes the recommended solution alternatives to the customer, reviews the solution options, and suggests improvements in order to get customer buy in the suggested alternatives.

JOB SUMMARY :

The Finance Assistant will provide administrative and operational support to ensure smooth financial operations. This individual will work closely with our finance team, assisting in various financial tasks and contributing to the overall financial well-being of the organization.

PRIMARY RESPONSIBILITIES :

• Assists with the monthly review and updates of investment-grade accounts receivable.
• Observes the procedure used to prepare documentation and recommends process improvements to ensure ATC reviews and updates S&P ratings review as well as updates for our investment-grade customers.
• Partners with Leadership to create a credit analysis procedure which may include process review and documentation, supporting management in our regular high risk account review cross functional meetings, and key customer financial review / risk assessment.
• Assists in streamlining the collateral analysis, including process review and documentation for the Wells Fargo Asset Based Lending Collateral Review and Analysis, Accounts Receivable and Inventory.
• Supports the management team in the implementation of Oracle Fusion.
• Assists in the preparation of financial reports, presentations, and other documents as needed. Helps to ensure accuracy, compliance with regulations, and adherence to company policies.
• Performs research as needed.
• Participates in weekly meetings as well as tours / working sessions.
• Other duties as assigned.

ESSENTIAL QUALIFICATIONS :

• High school diploma or equivalent is required
• Currently enrolled in an Undergraduate or Graduate Degree Program with a focus on Finance or Business or equivalent is required
• Must have knowledge of the basic principles and practices of accounting and financial analysis
• Highly motivated with a desire to learn
• Excellent attention to detail and accuracy
• Capable of preparing files and maintaining records and documentation
• Proficient in Microsoft Office
• Ability to review information and recommend solutions to correct identified issues
• Excellent written / verbal communication, presentation, and listening skills

PHYSICAL DEMANDS :

• Ability to withstand prolonged periods sitting at a desk
• Frequent use of upper extremities to perform keyboard functions and work on a computer
• Ability to occasionally stand / walk
• Ability to occasionally lift objects weighing up to and including 25 pounds
• Ability to occasionally carry objects weighing up to and including 25 pounds

Job Title : Public Finance Banker

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and / or administration.

Known as the bank of banks - % of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.

Today, we’re approximately , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Public Finance Banker to join our Markets Business team. This role is located in Pittsburgh, PA - Hybrid ( days in the office ).

What we do :

The Markets group helps clients solve their trading, financing and liquidity needs through innovative solutions, services, market insights, industry expertise and scalable technology.

We deliver foreign exchange execution, securities finance, equity and fixed income origination and investment solutions and liquidity services.

Team & Role :

The position will be part of the Public Finance team within BNY Mellon Capital Markets. The Public Finance team provides bond underwriting, financial advisory, variable rate bond remarketing, reinvestment and other services to States, municipalities, non-profits, real estate developers, health care providers, higher educational institutions, corporate issuers with a sustainable lens and other entities around their financing needs.

The team works very closely with our Municipal Bond Trading and Underwriting Desk as well as our Securities Sales representatives.

In addition, we frequently connect with our colleagues from other Lines of Business at BNY Mellon such as Derivatives Desk, Corporate Trust, Institutional Lending, Asset Servicing and other groups.

Responsibilities :

With guidance, evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.

Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term financing objectives through the firm’s solutions.

Prospects are located across the United States. Incumbents follow leads that come into the organization from other lines of business as well as generating leads themselves.

May assist a more senior Business Development colleague on large or complex accounts to gain breadth / depth of knowledge.

May be responsible for achieving organic incremental growth from existing clients. Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, fixed income market conditions, competitor offerings, regulatory developments etc.

Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities.

Works with existing clients and prospects on their strategic and financial vision and uses an understanding of the firm’s solutions and value proposition to help them achieve that vision.

May help develop a negotiation strategy and position to align prospect needs to firm offerings. Assists with closing of new prospects by contributing analyses supporting deal structures (pricing, contract terms, etc.

that achieve optimal terms for both the client and the firm. Assists with ensuring that deals are compliant with all regulations.

Follows up with other firm-wide resources (marketing, legal, compliance, etc.) to gather needed information required to finalize a proposal / deal.

Work closely with related teams and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management / compliance activities relevant to business development activities are conducted and captured.

Tracks and reports on business development results.

Benefits :

The job presents an attractive opportunity for a public finance banker to service their existing client base as well as significant opportunity to market the firm’s services to prospective clients.

The job can leverage the relationships that other BNY Mellon lines of business have with clients. BNY Mellon offers a comprehensive suite of products and services that can meet the needs of existing and prospective clients.

There are extensive sales support, marketing, underwriting, trading and compliance resources in place to facilitate the business development efforts.

In addition, there is a strong internal referral network in place to assist the position in generating new client mandates.

The successful candidate will demonstrate / possess :

• A strong knowledge of the Public Finance market participants and mechanics, including marketing experience, deal structuring, legal documentation, federal and applicable state laws and regulations around tax-exempt and taxable debt issuance by states, municipalities and other issuers.
• A demonstrated track record of working with states, municipalities, non-profits or other tax-exempt and taxable debt issuers on their financing needs.
• A strong understanding of the fixed income debt markets.
• An excellent history of regulatory compliance and understanding the regulatory requirements.
• to years of experience in the Public Finance industry with an entity that is either an investment banker, municipal issuer, financial advisor, investment manager or other industry profession.
• A bachelor’s degree or equivalent in finance, economics, political science, or other related field with a preference for an advanced degree.
• Excellent communication skills as well as quantitative capabilities.
• high proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• the necessary professional licenses including FINRA Series , , and or the ability to promptly obtain such licenses.

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards :

• Fortune World’s Most Admired Companies & Top for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)

Disability : IN % score

• Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, % score Corporate Equality Index
• CDP’s Climate Change A List’

Our Benefits :

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.

LI-Hybrid

BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals With Disabilities / Protected Veterans.

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.