Data Reporting Analyst

by Irma Moore | Jul 22, 2024 | Uncategorized

The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.

We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client’s short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.

The Data Reporting Analyst will play a crucial role in managing transactional data across various stages, from meticulous data entry and validation to comprehensive reporting. This position is pivotal in ensuring the accuracy, integrity, and timeliness of our data-driven insights, which are instrumental in shaping strategic decisions and optimizing business processes.

Responsibilities:

• Analyze data to derive insights and drive informed business decisions.
• Provide recommendations tailored to business needs by understanding the operations of the business unit.
• Contribute to the design, development, implementation, and maintenance of business intelligence (BI) applications and tools.
• Maintain user job aids related to data entry and data hygiene practices.
• Identify areas for improved data quality and reporting performance, particularly regarding equity investments.
• Assist in identifying, researching, and resolving technical issues related to BI applications and tools, including developing and implementing requirements for new features and enhancements.
• Gather and analyze data to produce reports for internal and external stakeholders.
• Collaborate with key stakeholders to ensure that reports meet business and regulatory requirements.
• Review data and reports for accuracy and timeliness, providing insightful analysis and explanations of results.

Qualifications:

• Bachelor’s degree or equivalent in a relevant field.
• Minimum of 2+ years of related experience.
• Technical proficiency in Python and Tableau / PowerBI, with previous exposure to AWS.
• Previous experience in a finance-related field with a solid understanding of financial products.
• Skills in data analysis interpretation, data visualization, process automation, programming, requirements analysis, data cleaning, dashboard creation, data acquisition, data manipulation, and data validation.
• This is a remote position and requires the ability to work in a home office environment with the ability to work effectively surrounded by moderate home environment noise.

Pay Range

$50—$60 USD

Compensation & Benefits

The Oakleaf Group offers a competitive compensation based on the candidate’s skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.

Equal Employment Opportunity

The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.

Accommodations

Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email [email protected], include “Applicant Accommodation” in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job. Emails, for any other reason, will not receive a response.

Corporate Controller

by Irma Moore | Jul 22, 2024 | Uncategorized

About us:

Have you always wanted to put your passion for education to use in your career? Do you dream of working with an incredible team making an impact on learning around the world? If you answered yes, we can’t wait to meet you!

Who are we? Edpuzzle is a leading edtech company with offices in San Francisco, United States and Barcelona, Spain, boasting over 10 years of history helping teachers find and create exciting, interactive video lessons. Today, over 80% of U.S. schools, and millions of teachers and students worldwide, use Edpuzzle to make education more equitable and engaging.

About the role:

We’re looking for a Corporate Controller to join our global Finance Team. This is a remote role that will be based in the United States, while collaborating with team members located in Spain and various other  countries. 

As the Corporate Controller, you will be responsible for the core operational aspects of our accounting and finance controls. You will play a pivotal role in Edpuzzle’s accounting team, overseeing the day-to-day accounting operations and ensuring the accuracy, integrity and timeliness of all financial statements. Your responsibilities will include controllership, corporate accounting, and financial reporting. Additionally, you will manage the budgeting, forecasting, and financial planning and analysis functions of the company, acting as a finance business partner to divisional leadership. 

This position reports to the Director of Finance.

Wondering what it’s like to work at Edpuzzle?:

Picture a place where you can connect with your teammates, whether remotely or in person, whenever you need support. A place where you help shape one of the biggest edtech platforms in the world, tackle new challenges to push your intellectual limits, and bond with your coworkers through meaningful team-building activities. A place where everyone has been selected because they’re the best at what they do, and where your manager and team trust your decisions fully. A place where you’re encouraged to learn and grow because education is the cornerstone of everything we do. 

Check out the job details below to see if Edpuzzle could be the right fit for you!

About the job:

• Lead and improve the monthly close processes and ensure accurate preparation of financial statements in compliance with GAAP standards. Present detailed management reports highlighting key financial metrics and trends to senior leadership and stakeholders.
• Manage the company’s annual budgeting process, coordinating with each department to ensure accurate and timely submissions to key stakeholders. Proactively review and challenge departmental budgets, making value-added recommendations as needed, to ensure alignment with overall company objectives.
• Conduct insightful analysis between budgeted and actual results, providing detailed commentary, recommendation for improvements, and plans for implementation.
• Establish and maintain financial forecasts based upon business conditions and performance, updating as necessary to align with strategic goals.
• Establish and maintain accounting policies, ensuring practices and procedures that comply with US GAAP to help identify and mitigate financial and operational risk. 
• Oversee revenue recognition to ensure compliance with accounting standards and accuracy in reporting. Remain informed on ongoing accounting industry developments, relevant trends and regulatory changes that may impact financial operations and reporting.
• Act as a strategic partner to senior management, providing insights for decision-making, cost reduction and revenue enhancement opportunities; lead any necessary financial due diligence for potential capital raising and/or mergers and acquisitions, ensuring thorough analysis and accurate reporting.
• Recruit, manage and develop the finance and accounting team, ensuring optimal resource allocation, professional growth, and recruitment of top financial talent. Foster a collaborative and high-performance culture within the finance team.
• Oversee the implementation and optimization of financial systems to enhance reporting and analytical capabilities. Continuously improve processes for efficiency and accuracy, ensuring data integrity.
• Analyze business operations to identify performance drivers and provide financial support for key projects, ensuring they are viable and strategically aligned.
• Evaluate tax exposure across all required regions; manage and ensure compliance with tax regulations, optimizing tax planning strategies to minimize liabilities and risks. Coordinate with tax advisors and authorities to ensure accurate and timely tax filings.
• Communicate financial performance and insights to key stakeholders. Prepare presentations and reports for stakeholders to facilitate transparency and informed decision-making.
• Perform other duties as assigned.
• This is a full-time position of 40 hours per week.

About you:

• Minimum of 12 years relevant progressive work experience with at least 5 years in public accounting.
• Proven experience in a leadership or managerial role, overseeing teams and complex financial operations.
• Experience or familiarity with SaaS tech industry-specific financial practices and regulations.
• A bachelor’s degree in finance, accounting, business administration, or a related field is required.
• Active Certified Public Accountant (CPA) license is required.
• An MBA or a Master’s degree in finance or accounting is highly desired.
• Excellent written and verbal communication skills to effectively convey financial information to non-financial stakeholders.
• Proficient in the use of financial software (e.g., SAP, Oracle, Hyperion) and advanced Excel skills.
• Deep understanding of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
• Highly knowledgeable in relevant financial regulations and compliance requirements in the United States.
• Able to lead, manage, and develop teams in a dynamic, fast-paced environment. Capable of setting clear performance expectations, fostering a positive and inclusive work culture, mentoring and coaching team members, managing team performance, and driving professional development initiatives to enhance team capabilities and productivity.
• High ethical standards and integrity in handling financial matters.
• Proactive in identifying financial issues and opportunities for improvement.
• High attention to detail to ensure accuracy in financial reporting and compliance with regulations.
• Fluent in English
• Availability to travel may be required from time to time to fulfill business needs.

Bonus skills:

• Experience interacting with stakeholders from different countries, subject to different (business) cultures.
• Skilled in dealing with different ways of thinking, communication styles, and business practices to achieve successful outcomes.
• Fluency in additional languages will be a plus
• .… or other amazing skills you bring to the table that we haven’t thought of yet!

What’s it like to work remotely?:

• Work from the comfort of your own home 
• Meet with your manager and team via video calls on Google Meet or Slack 
• Connect with coworkers via Slack (with channels for work and for fun!) 
• To enjoy our remote work policy, you’ll need high-speed internet access

Senior Machine Learning Modeler, Financial Crimes (Cash App)

by Irma Moore | Jul 22, 2024 | Uncategorized

Company Description

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47 million monthly active customers. We want to redefine the world’s relationship with money to make it more relatable, instantly available, and universally accessible.

Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We’ve been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.

Check out our locations, benefits, and more at cash.app/careers.

Job Description

The Financial Crimes Technology team at Cash App detects and reports illegal and suspicious activity on Cash App. We work globally with partners in Product, Counsel and Engineering to ensure that we are providing a safe user experience for our customers while minimizing or eliminating bad activity on our platform.

We are using Machine Learning and Generative AI as an important part of our toolkit to fulfill our mission. As Cash App scales, we monitor hundreds of billions of dollars in transactions across traditional payment and blockchain networks. Our machine learning systems monitor and surface suspicious activity (money laundering, illegal activity and terms of service violations) for agent review. Our systems block payments in real-time where appropriate. Additionally, we use generative AI technologies to improve agent workflow and case review tools, by adding features that accelerate agent productivity and allow them to make more informed and accurate decisions.

This is an IC role, but the senior level has leadership responsibilities including leading strategic roadmaps and priorities to completion by collaborating with relevant cross functional stakeholders.

You will:

• Facilitate CashApp’s ML based Customer Risk Rating program to detect onboarding and ongoing risk and satisfying Know Your Customer (KYC) and Know Your Business (KYB) requirements
• Build classification models to detect illegal use of the app across the peer-to-peer, banking, card, equities and bitcoin products
• Leverage diverse data sets including payment transactions, connected users and asset graphs, unstructured text data and user profile information to build ML and generative AI models.
• Experiment and deploy AI copilot and self-driving solutions at scale to improve agent productivity and/or eliminate manual decision loops altogether
• Work with the embedded Machine Learning Engineers on the team and ML platform services to deploy models to the production environment and monitor ongoing performance
• Use Python ML stack, LLMs, Pytorch, Snowflake, Airflow based tools, and cloud services (both GCP & AWS)

Qualifications

You Have:

4+ years of Machine Learning modeling experience. Full stack ML experience

• A Bachelor’s degree in computer science, data science, operations research, applied math, stats, physics, or a related technical field
• End-to-end experience building and deploying ML to production systems (batch and real-time) that are performant at scale
• Experience with advanced ML techniques like large language models, embeddings, sequence modeling, and graph convolutional networks
• Experience of independently driving programs with multiple cross functional stakeholders (eg. Engineering, Product, and Country leads) that have business impact
• Have a curious, growth-oriented mindset and the ability to think in first principles to identify creative solutions that demonstrate value

Additional Information

Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.

Zone A: USD $163,600 – USD $245,400
Zone B: USD $155,400 – USD $233,200
Zone C: USD $147,300 – USD $220,900
Zone D: USD $139,000 – USD $208,600

To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information. 

Full-time employee benefits include the following:

• Healthcare coverage (Medical, Vision and Dental insurance)
• Health Savings Account and Flexible Spending Account
• Retirement Plans including company match 
• Employee Stock Purchase Program
• Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance 
• Paid parental and caregiving leave
• Paid time off (including 12 paid holidays)
• Paid sick leave (1 hour per 26 hours worked (max 80 hours per calendar year to the extent legally permissible) for non-exempt employees and covered by our Flexible Time Off policy for exempt employees) 
• Learning and Development resources
• Paid Life insurance, AD&D, and disability benefits 

These benefits are further detailed in Block’s policies. This role is also eligible to participate in Block’s equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

US and Canada EEOC Statement

We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. 

We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.

Additionally, we consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

While there is no specific deadline to apply for this role, on average, U.S. open roles are posted for 70 days before being filled by a successful candidate.

Accounts Payable Specialist

by Irma Moore | Jul 22, 2024 | Uncategorized

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Meow Wolf opens portals of possibility. Come as you are! 

We are individuals who inspire creativity in people’s lives through art and exploration, so that our combined imaginations can transform the world we live in. We create immersive and interactive experiences that transport audiences into fantastic realms of story and exploration.  Our Vision is to be the world’s leading creative company, reimagining the paradigm of art and storytelling, to make a positive difference in the world.  

We share a strong commitment to Belonging through our values of: 

• Collaborative Creativity: We believe the act of creating together amplifies possibilities.
• Provocative Playfulness: We celebrate the unexpected because it is the doorway to discovery.
• Outsiders Welcome: We are all outsiders at heart, and we create space for everyone to feel like they belong.
• Authentic Compassion:We are “kind punks” – supportive to each other and standing up for what we believe in.
• Audacious Courage: We have the courage to radically reinvent ourselves to push the boundaries of art.

If this all sounds like YOU, read on….

Job Description:

Privacy Notice for California Applicants and Employees

ACCOUNTS PAYABLE SPECIALIST

Location: This position is remote-friendly, provided that the candidate resides in one of the following markets: Santa Fe, NM, Denver, CO, Las Vegas, NV, Houston, TX, Dallas, TX, New York, NY, or Los Angeles, CA.

Reports to: Accounts Payable Manager

Pay: Compensation for this role $20.52-$28.32 per hour and is based on location and experience.

Deadline: The deadline for submitting applications for this position is August 17, 2024. Meow Wolf reserves the right to extend this deadline if needed.

Job Summary:

The Accounts Payable Specialist is an integral part of the Meow Wolf Accounting and Finance Team.  This position reports to the Accounts Payable Manager and works closely with and supports the Lead Accounts Payable Specialist, the Accounts Payable and Accounting Team.  The ideal candidate has a strong ability for organization, meticulous attention to details, multi-tasking, communication and is responsible for performing a range of accounting and clerical tasks for the Account Team and Operations Team. 

Job Responsibilities:

• Review, manage and processes all accounts payable, including supplier invoices, processing supplier payments, supplier refunds and statements, audit requests, purchase orders and processes month end in an accurate, efficient, and timely manner.
• Monitor and answer daily emails received from suppliers, employees, etc. from multiple AP email addresses.
• Works closely to the provide critical support to the Accounts Payable Manager and the Accounting & Finance Department.
• Works closely to provide critical support to the Administrative and Operations Team for our exhibits.  
• Will also be responsible for assisting with any Accounts Payable training and work with teams to help find creative solutions to problems as they arise.
• Processes incoming mail and refers documents to the appropriate department, individual 
• Flexible, adaptable, and able to manage competing and evolving priorities in a fast paced, deadline-driven environment
• Problem identification and resolution skills
• Maintain positivity and professionalism with suppliers, team members and external partners

Essential Skills and Abilities:

• Ability to handle confidential personnel and business information with discretion.
• High level of computer literacy; proficiency in Excel, Google Suite, etc.
• Strong computer literacy required, proficient in Google Suite.
• Excellent critical thinking and creative problem-solving skills.
• Organized and self-motivated with a strong attention to details.
• Excellent time management and organizations skills.
• Excellent interpersonal skills.
• Adaptable to changing needs and possess the ability to take on new task
• Must be agile and adaptable based on the needs of a dynamic work environment and collaboration with diverse teams.
• Outstanding interpersonal and communication skills (verbal and written)

Required Qualifications:

• High school diploma/GED required

Desired Qualifications/Bonus Points For: 

• Experience with Workday preferred
• Experience working in a creative organization 

Work Environment and Physical Demands

This job operates in a professional office environment.  This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinet and scanners.  This position also works in an indoor setting with exposure to noisy environment.

• The physical demands describe here are representative of those that must be met by an employee to successfully perform the essential functions of this job
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at time.

The employee will comply with company and OSHA standard workplace safety protocols.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Work Schedule

This is a full-time position, and hours of work and days are Monday through Friday, 9 a.m. to 5 pm. Occasional evening and weekend work may be required as job duties demand.

Supervisor Responsibilities

This position does (not) require supervisory responsibility

Travel

Some travel is required for this position.

Other Duties

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.

IMPACT: Meow Wolf is committed to our DIY roots and grassroots community support principles. To document that commitment, we converted our legal designation into a Delaware Public Benefit Corporation and have certified as a B Corporation. As a B Corp, we have a triple bottom line of supporting financial, social and environmental wellbeing in our community.

INCLUSION:  Meow Wolf is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to ensuring all employees enjoy and thrive in a work environment where differences make us the vibrant, wonderful community we are! All employment decisions at Meow Wolf are based on business need, job requirements, and individual qualifications, without regard to race, color, ancestry, national origin, gender, pregnancy, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, veteran status, service in the military or any other characteristic protected by federal, state or local law.

BENEFITS:

The choices we make concerning our benefits during enrollment periods are among the most important we select for ourselves and our families. As part of the total compensation package for full-time employees, Meow Wolf offers a comprehensive benefits package that includes various options to meet individual healthcare and financial needs along with many perks.  

• Medical Insurance options: PPO & HSA
• Dental & Vision Insurance
• 401k Retirement Plan
• Company Paid Life Insurance Policy & Long-Term Disability Coverage
• Voluntary Short-term Disability & Critical Illness Policies
• Company Paid Employee Assistance Program
• Paid Parental Leave for 12 weeks
• Discount off Meow Wolf Gift Shop Merch
• Admission to Meow Wolf attractions for employees and guests

TBL Fund: Part-Time Contract Accountant

by Irma Moore | Jul 22, 2024 | Uncategorized

Description

Who we are:

TBL Fund is a national non‐profit community development financial institution (CDFI), certified by the US Treasury Dept. to deliver financing for green upgrades in multifamily affordable housing. We aim to tackle the affordable housing, climate change and social equity crisis that faces us.  TBL Fund aims to be the nation’s premier energy financing provider to apartment communities that serve low-to-moderate income (LMI) residents.  We are looking for the smartest, entrepreneurial, and committed new team members who wish to make a difference. 

Our Work Environment:

Collaborative, entrepreneurial, fast paced, inclusive, work/life balance, established career paths for certain positions, opportunities to job shadow, flexible schedules, robust onboarding, and above all passion for what we do.

Would you like to know more about working at TBL? Click the link to hear from an ICAST/TBL Fund employee!   Why TBL Fund?

Position Overview:

The Part Time Contract Accountant will be responsible for all accounting functions for TBL Fund including ledger entries, A/P and A/R accounting, invoicing, reporting, and other duties as assigned.

Requirements

Must Have Qualifications:

• 3+ Years’ experience in an Accounting Role at a Financial Institution
• 3+ years with QuickBooks desktop version

Preferred Qualifications:

• Experience with Project Finance or Energy Financing – preference for Clean Energy Financing
• Ability to manage timeliness and accuracy of financial data
• Experience with monthly reconciliation of all accounts and monthly financial statements

Location: Remote in the U.S.A.

Reports to: TBL Fund CFO

Skill Level: Intermediate   

Education: BS/BA or better in Business Administration, Finance, Accounting or related field

Areas of Expertise: GAAP Accounting, Project Finance, Non-Profit Accounting, Federal Grants

Compensation: $40/hr., DOE

Key Responsibilities:

• Performing regular daily accounting duties such as ledger entries, A/P and A/R accounting, invoicing, reporting
• Overseeing TBL Fund accounting and finance records
• Supporting work for external audits, budget to actuals, allocations, reconciliations, cash flow, and month end/year end closing

Goals:

• Come up to speed and be able to manage the accounting function within 30 days

This Job Description is a guide listing the key responsibilities of the Job, not an all-inclusive list. It will be reviewed and revised periodically by management to meet the changing needs of TBL Fund.

Benefits

TBL Fund is committed to attracting and retaining a diverse staff and will honor your experiences, perspectives, and unique identity. We strive to create and maintain a working environment that is inclusive, equitable and welcoming regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran or disabled status. TBL Fund is proud to be an Equal Opportunity Employer!