<![CDATA[Dahl Consulting: jobboards]]>

<![CDATA[Dahl Consulting: jobboards]]> https://CAREERS.DAHLCONSULTING.COM/ en-us <![CDATA[Product Marketing Manager]]> Title: Product Marketing Manager
Location: Cold Spring, MN
Job Type: Permanent/Direct-Hire
Compensation: $85,000-103,000 Annually
Industry: Construction

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About the Role
We are partnering with a long-established, family-owned leader in the natural stone and bronze fabrication industry to hire a Product Marketing Manager. Our client operates multiple quarries, manufacturing facilities, and fabrication sites across the U.S., supporting markets such as architectural design, commercial construction, memorialization, residential building, and industrial applications.
The organization is known for its commitment to innovation, craftsmanship, sustainability, and employee well-being. With a strong focus on holistic workforce supportâspanning physical, financial, social, community, career, and personal developmentâthe company promotes a culture of long-term growth, engagement, and exceptional retention.
This role will be central in elevating product strategy and value across the commercial construction segment, acting as the key connector between market needs and internal business functions.

Job Description
The Product Marketing Manager serves as the strategic link between external market demands and internal teams, leading the full product and pricing management lifecycle. This role oversees product portfolio strategy, value stream enhancements, and the ongoing development and positioning of products and services.
Key responsibilities include product research, value proposition development, pricing oversight, margin analysis, forecasting, and life cycle management. The position involves close collaboration across functional groups to ensure consistent delivery of differentiated offerings aligned with market needs and organizational goals.
What Youâll Be Doing

Lead the product management function and oversee product/service solutions across multiple value streams.
Manage all product management activities for the full portfolio throughout each product lifecycle.
Collaborate with leadership to establish strategic direction, prioritize improvement initiatives, and drive sustainable value.
Conduct quantitative and strategic analysis to support new product concepts, product improvements, and business case development.
Maintain market intelligence, including trends, technologies, competitors, market segmentation, distribution channels, certification requirements, and customer insights.
Facilitate effective change management and communication efforts with key stakeholders.
Develop pricing strategies aligned with gross margin objectives and identify margin improvement opportunities.
Ensure product training for internal and external audiences aligns with product objectives and market positioning.
Partner with marketing communications to support marketing campaigns, product launches, sales enablement, and messaging.
Establish and track KPIs to measure product performance, alignment with objectives, and adherence to budgets.
Pursue ongoing professional development and maintain subject-matter expertise in product management, pricing strategy, project management, and market trends.

Qualifications
Required Qualifications:

Bachelorâs degree from an accredited college/university or equivalent professional experience.
Minimum of six (6) years of product management and/or marketing experience.
Strong business acumen related to strategy, finance, cost accounting, and market dynamics.
High proficiency in research, analysis, project management, forecasting, price optimization, and product management methodologies.

Experience across:

Business activities: market definition, segmentation, market sizing, problem identification, positioning.
Technical activities: competitive analysis, persona development, user scenario definition.
Go-to-Market activities: marketing plans, launch planning, customer buying process, thought leadership.
Sales readiness: sales training, collateral creation, internal tools, demos, and FAQs.
Excellent verbal and written communication skills.

Preferred Qualifications:

Experience in the commercial construction market or related industries.

Benefits
Our clientâs benefits include profit sharing, a 401(K) match, training and career growth opportunities, professional development, financial services, on-site coaching and wellness counseling, and much more.

How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weâve reviewed your application details, a recruiter will reach out to you with next steps!

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#BP.Indeed
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#LI-KA1
#LI-Onsite
]]> Tue, 24 Feb 2026 00:00:00 CST 0 <![CDATA[Insurance Customer Service Specialist]]> Title: Insurance Customer Service Specialist
Location: Various offices in MN - hybrid
Job Type: Permanent/Direct-Hire
Compensation: $50,000 annually
Industry: Insurance

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About the Role
We are hiring an Insurance Customer Service Specialist on behalf of a well established financial services organization with an in house insurance division. This team supports personal and small commercial insurance needs for customers while assisting multiple insurance sales producers. The role is part of a collaborative insurance service team of four and is suited for someone with a customer service background, a personal lines focus, and an interest in growing a career in insurance. A license is preferred but the client is open to training the right individual, including recent college graduates.

Job Description
Personal Lines Support

Assist in personal lines sales and retention
Understand personal lines product offerings and the insurance carriers associated with each
Support producers by researching and obtaining auto home health and small commercial insurance quotes and comparing options
Fine tune quotes on carrier websites
Communicate quote details to producers and customers as directed
Stay current with eligibility requirements for personal lines
Assist with administrative tasks and special projects

Commercial Lines Support

Maintain a general understanding of commercial insurance product offerings
Assist the manager and insurance agents with sales and service activities

Policy Management

Compare new or updated policies with existing coverage and update the management system as needed
Confirm that policy changes match the requested updates
Prepare customer letters to accompany policy documents

Daily Customer Service

Answer phone calls greet walk in customers and respond to emails
Research and resolve customer producer and carrier inquiries
Process policy change requests
Issue certificates binders and identification cards
Open and distribute mail
Prepare and send annual renewal letters
Assist clients in reporting claims
Support retention efforts including following up on cancellations or late payments
Identify opportunities to offer additional lines of coverage
Build and maintain positive relationships with customers carriers and colleagues
Assist with department wide needs including supporting staff transitions and onboarding new team members

Qualifications
Required

Two years of post high school education or equivalent experience
Three or more years of customer service experience
Ability to support multiple producers and work effectively within a team
Strong communication organization and customer service skills

Preferred

Insurance license in personal lines or property and casualty
Experience with personal or commercial insurance
Interest in long term career development in the insurance industry
Experience in financial services banking or an insurance agency environment

Benefits
Team Members enjoy a comprehensive benefits package that includes health insurance with two medical plan options, along with dental and vision coverage. The package also features an employer matched 401(k) plan, company paid life insurance, AD&D, and short- and long term disability, with the option to purchase additional life and AD&D coverage. Employees receive paid time off, and all federal holidays are observed.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#ZR
#LI-TE1
#LI-Hybrid]]> Thu, 19 Feb 2026 00:00:00 CST 0 <![CDATA[Insurance Account Manager ]]> Title: Insurance Account Manager
Location: Hutchinson, MN or other MN offices - hybrid
Job Type: Permanent/Direct-Hire
Compensation: $80,000+
Industry: Insurance

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About the Role
We are hiring a Commercial Insurance Account Manager to support a senior producer within a well established financial services organization. This is a senior level account management position that requires strong initiative, independent decision making, and direct client interaction. The role supports both personal and commercial P and C lines and involves renewals, new business preparation, marketing to carriers, and the full lifecycle of policy management. The ideal candidate is experienced, proactive, and confident working directly with clients and carriers.

Job Description
In this role, you will provide support to a Senior Sales Producer while managing existing clients. You will assist with both personal and commercial lines, ensuring high quality service, retention, and growth opportunities. Responsibilities include preparing renewal materials, marketing accounts to carriers, reviewing claims information, and supporting presentations for new and renewal business. You will manage the complete lifecycle of policies including quoting, binding, renewing, processing changes, and ensuring accuracy of all updates. This position also involves extensive customer service, problem resolution, documentation processing, and supporting departmental needs such as assisting with onboarding and retention efforts.

Qualifications
Required

Two year post high school education or equivalent experience
Five or more years of customer service, insurance and or commercial line product experience
Active Property and Casualty insurance license
Experience in commercial P&C lines
Ability to take initiative, work independently, and manage client interactions for renewals and new business
Experience marketing accounts to carriers

Preferred

Active Life and Health insurance license
Experience supporting senior level producers
Strong organizational and follow up skills
Ability to analyze client needs and market trends to recommend coverage solutions
Experience reviewing loss runs, preparing summaries, and assisting with accounts receivable
Background providing advisory support on insurance products and coverage options
Demonstrated ability to build effective relationships with clients, carriers, and internal team members

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#ZR
#LI-TE1
#LI-Hybrid]]> Thu, 19 Feb 2026 00:00:00 CST 0 <![CDATA[Manufacturing Engineer ]]> Title: Manufacturing Engineer
Location: Winsted, MN
Job Type: Permanent/Direct-Hire
Compensation: $80,000 â $110,000
Industry: Manufacturing

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About the Role
In this role, youâll improve and standardize manufacturing operations by building and maintaining accurate Manufacturing Operations Management (MOM) structures in an ERP environment, strengthening change control and part routing accuracy, and driving continuous improvement across safety, quality, cost, and throughput. Youâll partner closely with production and quality teams, support equipment and tooling enhancements, and lead projects that increase efficiency and reduce downtime.

Job Description

Develop, modify, maintain, and standardize multi-level Manufacturing Operations Management (MOM) structures within the ERP system to ensure accuracy, consistency, and reliable production planning
Manage and oversee change control processes related to part routings and manufacturing workflows
Create, update, and maintain manufacturing documentation, including process instructions, SOPs, work instructions, and routings
Ensure compliance with industry standards, safety regulations, and quality requirements across all processes and documentation
Evaluate and improve equipment layouts, workflow, assembly methods, and workforce utilization to optimize efficiency
Design, test, and implement tooling, fixtures, and equipment to enhance production capabilities
Support and lead new equipment installations, validations, proof-of-concept evaluations, and upgrades
Analyze manufacturing requirements to determine appropriate parts, equipment, and tools while meeting product specifications and quality standards
Diagnose and resolve equipment and process issues using root-cause analysis and proactive maintenance strategies to minimize downtime
Respond to production problems and escalations involving repeat failures or significant business impact
Perform moderate to advanced engineering calculations and data analysis to support process optimization
Lead and support continuous improvement initiatives focused on cost reduction, quality improvement, efficiency, and safety
Lead or support capital implementation projects and other long-term strategic initiatives aligned with business objectives
Manage project resources, timelines, and technical requirements for medium to large-scale projects based on experience level
Serve as a technical liaison between production, quality, and cross-functional teams, providing hands-on support to operators, technicians, and supervisors
Train and mentor personnel on new equipment, processes, and best practices, and support the development of less experienced team members
Serve as a technical resource or subject matter expert within an assigned manufacturing area and support other areas as needed

Qualifications
Required

Ability to read and interpret blueprints, mechanical drawings, customer specifications, and industry standards
Understanding of internal manufacturing documentation and production processes
Strong problem-solving and decision-making skills within established guidelines
Effective verbal and written communication skills
Ability to work collaboratively as part of a high-performance manufacturing team
Adaptability to changing priorities in a fast-paced environment
Willingness to learn and apply on-the-job training
Positive, solution-oriented mindset in challenging situations

Preferred

Bachelorâs degree in Engineering and 3â5+ years of manufacturing engineering experience, OR an equivalent combination of education and 7â10+ years of manufacturing experience
Experience in steel manufacturing or metal fabrication environments
Working knowledge of Lean manufacturing, DMAIC problem solving, and Root Cause Corrective Action methodologies
Experience with statistical analysis and data-driven decision making; DOE experience a plus
Familiarity with DFM, FMEA, and process capability analysis
Project management experience, with the ability to lead medium to large-scale projects based on experience level
Proficiency with ERP systems, shop floor control, production planning, and inventory planning tools
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Benefits
Our partner's benefits include comprehensive health coverage with medical, dental, and vision plans, plus company HSA contributions and flexible spending accounts. Employees receive company-paid life and disability insurance, along with optional voluntary benefits such as accident and critical illness coverage. Financial security is supported through a 401(k) plan with a 4% match and immediate vesting, as well as performance-based incentive programs, including eligibility for a Short-Term Incentive Plan tied to operational results. For work-life balance, the package offers unlimited PTO, paid holidays, tuition reimbursement up to $5,250 annually, an Employee Assistance Program, onsite training opportunities, and uniform subsidies for eligible roles. Benefits apply to employees working 30+ hours per week, with 401(k) available to all employees.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#BP.Indeed | #ZR | #LI-LK1
#LI-Onsite
]]> Tue, 03 Feb 2026 00:00:00 CST 0 <![CDATA[Administrative Assistant | Claims]]> Title: Administrative Assistant
Location: Avon, MN
Note: First week will be fully onsite for training and onboarding.
Hybrid schedule available afterward, typically 2-3 days onsite per week.
Job Type: Contract (12 â 16 weeks)
Note: Maternity Leave Coverage
Anticipated Start Date: April 1, 2026
Compensation: $25.00 - $27.00 per hour (W2)
Industry: Construction

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About the Role
Our firm is partnering with a well-established organization in the construction and infrastructure industry to identify a detail-oriented Administrative Assistant to support their claims and incident management operations during a maternity leave. This temporary opportunity is expected to last at least 12 weeks, with a strong possibility of extension to 16 weeks. This role plays a key part in ensuring incidents and claims are accurately documented, routed, and progressed in a timely manner.

Job Description
The Administrative Assistant will provide administrative and coordination support for incident and claims activity, requiring frequent communication, strong data entry skills, and the ability to track and follow up on detailed information.

Key responsibilities include:

Triage incoming incident reports and claims, determine escalation needs, and route items to appropriate internal teams
Process and track invoices related to claims and incidents
Communicate with insurance carriers and internal stakeholders to obtain missing information and keep claims moving forward
Perform high-volume, accurate data entry and maintain records within the incident management system
Monitor claim status, follow up on open items, and assist with documentation tracking
Support analysts and contribute to general claims-related administrative tasks

Qualifications
Required

Strong data entry skills with a high level of accuracy and attention to detail
Excellent written and verbal communication skills
Proficiency in Microsoft Office, specifically Outlook and Teams
Positive attitude with the ability to learn new systems and processes quickly
Ability to manage frequent communication and administrative tasks in a fast-paced environment

Preferred

Experience working in a claims-focused environment (insurance, incident management, or risk management)
Background in auto estimating or appraisal
Experience with incident management systems; familiarity with Power UB is a strong plus

Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your familyâs needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#BP.Indeed
#ZR
#LI-KA1
#LI-Onsite
]]> Mon, 02 Feb 2026 00:00:00 CST 0 <![CDATA[Administrative Assistant | Construction ]]> Title: Construction Administrative Assistant
Location: Avon, MN - Hybrid
Job Type: 5 month contract (maternity leave coverage)
Anticipated Start Date: April 1, 2026
Compensation: $25.00 per hour
Industry: Construction
Schedule: Monday-Friday, 8:00am - 4:30pm CST

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About the Role
Our firm is partnering with a well-established construction contractor supporting large-scale projects in the energy and infrastructure space to identify a Construction Administrative Assistant for a temporary maternity leave coverage assignment in Avon, MN. This role plays a key part in supporting construction project kickoff activities by providing administrative coordination, meeting support, and travel assistance in a fast-paced project environment.

Job Description
The Construction Administrative Assistant provides day-to-day administrative and coordination support to construction project teams, with a strong focus on kickoff meetings and cross-functional communication.

Key responsibilities include:

Providing administrative support for construction kickoff meetings, including scheduling, preparing materials, and assisting with system setup
Coordinating and booking travel arrangements for project personnel
Serving as a central point of communication to support coordination across project teams
Maintaining documentation, organizing files, and supporting general administrative tasks
Assisting with data entry, follow-ups, and meeting facilitation activities
Working onsite during weekly kickoff meetings and providing remote support on designated work-from-home days
Offering flexibility to work occasional overtime on kickoff meeting days (typically once per week)

Qualifications
Required:

Prior administrative or office support experience
Strong computer skills with proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Excellent communication, organization, and coordination skills
Ability to manage multiple priorities, work independently, and adapt to changing needs in a construction or operations environment

Preferred:

Experience supporting construction, project, or operational teams
Familiarity with Procore or Concur (helpful but not required)

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#BP.Indeed
#ZR
#LI-KA1
#LI-Onsite
]]> Mon, 02 Feb 2026 00:00:00 CST 0 <![CDATA[Project Manager ]]> Title: Project Manager
Location: Remote, 75% travel
Job Type: Permanent/Direct-Hire
Compensation: $110,000 annually+
Industry: Manufacturing

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About the Role
We are seeking a Project Manager to support a specialized contractor in the power generation and industrial electrical sector. This role oversees projects from initial scope evaluation through safe and successful completion. The position requires extensive client interaction to clarify requirements, provide ongoing updates, and ensure project milestones are met. This is a fast-paced, high-visibility, and largely on-site role involving approximately 75% travel. Success in this role requires strong project management experience, exceptional communication abilities, financial acumen, safety leadership, and a high degree of confidentiality.

Job Description
In this role, you will oversee the full lifecycle of nuclear and industrial electrical projects, ensuring safe, on-schedule, and on-budget execution. You will coordinate closely with clients, internal teams, owners, and subcontractors while managing project scope, estimates, schedules, risk, documentation, and close-out activities. This position includes extensive travel, on-site management, and collaboration with cross-functional teams throughout each project phase.
Key Responsibilities:

Perform site walk-downs and evaluate RFQ opportunities as assigned
Support proposal development by creating scope of work and proposal content for resource planning, budgeting, and execution
Coordinate and monitor transmission of submittals and approvals internally and between clients and subcontractors
Oversee project activities and communication among clients/owners, subcontractors, and internal personnel
Manage and document scope of work, schedules, budgets, change orders, and technical specifications
Ensure compliance with quality systems, company policies, procedures, and contractual requirements
Lead project close-out activities, including reconciliation, lessons learned, and final reporting
Collaborate across functional teams to define scope, cost, and schedule; establish baselines; identify risks; and monitor/report on performance
Provide on-site project management and travel as required (approx. 75%)
Supervise and provide leadership to project management administrative staff, including training, coaching, performance feedback, and employee development
Build and maintain strong professional relationships with clients, engineers, subcontractors, suppliers, and internal teams
Support ISO 9001 initiatives by recommending process improvements and participating in audits, risk assessments, and corrective actions
Maintain availability for variable work schedules based on project needs, including responding to calls unless pre-approved for time off
Perform other duties as assigned

Qualifications
Required

Bachelorâs degree in electrical or mechanical engineering or equivalent experience
5â7 years of experience in the power generation services or industrial electrical industry
3â5 years of onsite construction project management with P&L responsibility
Strong financial acumen
Experience leading union personnel
Ability to gain unescorted access to nuclear facilities
Proficiency with project estimating and project management software
Expertise with Microsoft Office Suite, including SharePoint/server file management
Expert-level blueprint reading
Exceptional math, organization, analytical, writing, and communication skills
Ability to multitask and work under pressure to meet critical deadlines
Strong customer service orientation
Ability to professionally represent company values with strong business ethics
Detail-oriented and able to communicate diplomatically with customers, suppliers, and employees
Ability to work collaboratively in a team environment
Valid driverâs license
Ability to pass a drug test
Ability to pass a pre-employment physical

Preferred

Knowledge of medium-voltage electrical bus duct systems and transformer components
Experience in ISO 9001 environments
Experience with process improvement, internal audits, risk assessment, or corrective actions

Physical Demands

Frequent travel by air and vehicle
Frequent sitting and/or standing for extended periods
Frequent use of hands and fingers to key, grasp, hold, pinch, or handle materials
Ability to see clearly at close range, including computer work
Occasional bending or stooping
Regular lifting, pushing, or pulling up to 50 lbs (with assistance for over 50 lbs)
Ability to move throughout worksites and reach with hands and arms
Ability to hear and distinguish speech and environmental sounds
Ability to work in stressful conditions and maintain focus for long periods
Reasonable accommodations may be made for qualified individuals with disabilities

Benefits
This company offers competitive pay based on experience and certifications, along with comprehensive health, dental, and vision insurance. Employees can take advantage of a 401(k) plan with profit sharing, paid time off, and holidays, while also benefiting from opportunities to advance within a respected, nationally recognized organization. With a team culture that emphasizes grit, precision, and craftsmanship, employees are encouraged to pursue professional growth and leadership development in a supportive, safety-first environment. Beyond benefits and career advancement, team members gain the satisfaction of knowing their work directly contributes to powering communities nationwide.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#LI-LK1 | #ZR | #LI-Remote]]> Thu, 22 Jan 2026 00:00:00 CST 0 <![CDATA[Client Services Coordinator ]]> Title: Client Services Coordinator
Location: St. Cloud, MN
Job Type: Permanent/Direct-Hire
Compensation: $49,000 - $63,000 annually
Industry: Financial Services

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About the Role
Our client is an established organization within the financial services industry that supports financial advisors and client service teams through a shared services model. They are seeking a detail-oriented and client-focused Client Services Coordinator to support day-to-day operational and administrative activities. This is a non-licensed role ideal for someone who thrives in a fast-paced, service-driven environment and is open to obtaining licensing in the future if needed.

Job Description
The Client Services Coordinator plays a key role in ensuring smooth client interactions and efficient internal workflows while supporting financial advisors, client service managers, and clients.

Key responsibilities include:

Coordinating daily workflow with financial advisors and client service managers within a shared service pool
Serving as backup support to the front desk as needed
Managing service calls and client communications with professionalism
Maintaining accurate client records and account information using Salesforce or a similar CRM system
Preparing, submitting, and tracking client forms and applications
Monitoring and tracking pending asset transfers, transactions, and money movements
Managing alerts and completing assigned workflows in a timely manner
Updating client profiles and financial data to ensure accuracy and compliance
Handling signature processes and document tracking
Preparing and processing financial forms such as tax withholding, beneficiary changes, and wires
Running reports and assisting with client outreach initiatives
Supporting new client onboarding and CRM data management
Submitting new business applications and monitoring pending transactions
Assisting with additional tasks and projects as needed

Qualifications
Required

Bachelors Degree
Minimum 2 years experience in a project management, account management, customer service, or client relationship support role
Strong ability to multitask in a fast-paced environment while maintaining attention to detail
Clear, professional written and verbal communication skills, including professional phone etiquette
Strong analytical skills with the ability to interpret data and manage detailed records accurately
Ability to follow compliance guidelines and support advisor practices
Willingness to learn, grow in the role, and obtain licensing in the future if required

Preferred

Experience working within the financial services industry
Familiarity with Salesforce or other CRM platforms
Experience supporting financial advisors, client service managers, or client service operations

Benefits
Our client company offers a variety of benefits including Health, Life and LTD insurance, Vision, dental, short-term disability, PTO, 401k, and financial planning services.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

#BP.Indeed
#ZR
#LI-KA1
]]> Thu, 22 Jan 2026 00:00:00 CST 0 <![CDATA[Finance Accountant - Part Time ]]> Title: Finance Accountant - Part Time
Hours: 20 hours per week
Location: St. Cloud, MN | Hybrid â onsite once per month after training
Job Type: Permanent/Direct-Hire
Compensation: $24.00 - $31.00 per hour
Industry: Wealth Management

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About the Role
We are seeking an experienced Part-Time Finance Accountant to support the financial operations of a well-established firm in the financial services industry. This role is ideal for a detail-oriented professional with strong analytical skills and a deep understanding of financial structures, advisor compensation models, and expense management. The position requires advanced proficiency in Excel and the ability to work independently while collaborating with leadership.

Job Description
As a Part-Time Finance Accountant, you will be responsible for maintaining accurate financial records, managing expense reporting, and supporting advisor compensation and LLC structures. Key responsibilities include:

Accounting: Maintain general ledger entries, reconciliations, and journal postings; process accounts payable and receivable; manage invoicing and billing cycles; reconcile bank and investment accounts.
Financial Analysis: Conduct analysis to identify trends and improve operational efficiency.
Budgeting & Expense Oversight: Support budgeting processes, monitor actuals against forecasts, and track advisor-related expenses.
Advisor Compensation & LLC Structures: Assist in managing compensation models and distributions.
Tax Coordination & Compliance: Collaborate with external tax professionals for planning and preparation; maintain documentation for filings and ensure compliance with regulations.
Policy & Procedure Support: Help refine financial policies, implement internal controls, and contribute to process improvements.

Qualifications
Required

Associate or Bachelorâs degree in Accounting, Finance, or related field.
Minimum 5 years of accounting experience, preferably in financial advisory or professional services.
Advanced proficiency in Excel (including formulas, multi-sheet data integration) and QuickBooks.
Strong understanding of advisor compensation models, LLC structures, and investment-related accounting.
Ability to clearly present financial data to advisors and leadership.
High ethical standards, confidentiality, and attention to detail.

Preferred

CPA, CMA, or CFM certification.
Experience developing and maintaining internal controls and financial documentation.
Familiarity with financial reporting tools and hybrid work environments.

Benefits
Please note that as a part-time role, no health insurance, retirement plans, paid time off, or other benefits are provided in conjunction with this position.