Treasury Jobs in Pennsylvania.
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VP, Servicing Treasury & Cash Management Operations
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Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
This role is responsible for providing managerial oversight of treasury, banking, and cash management operations supporting a commercial mortgage loan servicing platform. The position oversees supervisors and team leads responsible for cash‑managed loans, banking activity, and supporting systems, with a strong focus on operational risk management, control execution, and scalable process design. The role partners closely with internal stakeholders and external banking partners to ensure borrower cash is controlled, processed, and reported in accordance with governing agreements, regulatory requirements, and internal standards.
We are committed to growing your career, so in this role you will be responsible for:
Banking Relationships and Systems:
- Collaborate with banking partners, Legal, Audit, and internal operational teams to ensure compliance with regulatory standards, governing agreements, and servicing requirements.
- Serve as the primary liaison with external banks on cash activity, account administration, system connectivity, and issue resolution.
- Oversee treasury‑related systems, including the Trintech CheckFree application, banking platforms, reconciliation tools, and servicing system integrations supporting cash operations.
- Partner with Technology and Treasury teams to support system stability, enhancements, and user adoption.
Bank Account & Cash Management Oversight
- Oversee the opening, modification, and closure of bank accounts, ensuring appropriate access, controls, documentation, and system connectivity in accordance with governing agreements.
- Oversee cash management operations, including hard lockbox, soft lockbox, and springing lockbox structures, ensuring borrower cash is controlled, applied, and disbursed in strict accordance with loan documents, cash management agreements, and investor requirements.
- Serve as the escalation point for complex cash‑managed loan issues, including borrower disputes, covenant triggers, sweep activations, and document interpretation matters.
- Partner with Client Relations on borrower communications related to lockbox structures, cash restrictions, and operational requirements.
Compliance & Controls
- Monitor bank ratings and eligibility to ensure accounts are maintained with approved institutions in accordance with governing agreements.
- Document, maintain, and enforce procedures to ensure Corporate and Servicing compliance.
- Provide guidance and consultation to internal teams on servicing involvement in cash restrictions at the loan and investor level.
- Train and support staff on banking procedures, guidelines, and system updates impacting cash operations.
Reporting & Audit Support
- Ensure the accuracy, completeness, and timeliness of monthly cash and banking reporting provided to management.
- Support internal and external audits, regulatory reviews, and investor inquiries by providing documentation and explanations related to banking activity, platforms, controls, and procedures.
- Partner with Accounting and Treasury teams to address audit findings and support remediation efforts, as needed.
Operational Efficiency & Projects:
- Lead and support technology enhancements and efficiency initiatives across cash management, banking, and reconciliation teams, with a focus on automation, control strengthening, and operational resiliency.
- Identify process gaps, control weaknesses, or inefficiencies and drive remediation and continuous improvement initiatives.
- Participate in special projects and cross‑functional initiatives related to servicing cash restrictions, system enhancements, and operational scalability.
We are passionate about your growth, so to achieve success in this role you should have:
- Strong organizational, interpersonal, and leadership skills, with the ability to manage and develop teams across the U.S. and India.
- Excellent communication and collaboration skills, with the ability to work effectively with banking partners, auditors, and internal stakeholders.
- Proven ability to identify, analyze, and resolve complex operational and control issues, demonstrating strong research, analytical, and problem‑solving skills.
- Effective time management skills, with the ability to prioritize, meet strict deadlines, and manage a high‑volume, high‑risk operational environment.
- Proficiency with financial systems, banking platforms, and reconciliation tools.
- Strong knowledge of regulatory standards, compliance requirements, and internal controls within a financial services environment.
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be Your Best Self. Be Berkadia.
#LI-HF1 #LI-HYBRID
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
VP, Cash Management Operations
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Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
This role is responsible for providing managerial oversight of treasury, banking, and cash management operations supporting a commercial mortgage loan servicing platform. The position oversees supervisors and team leads responsible for cash‑managed loans, banking activity, and supporting systems, with a strong focus on operational risk management, control execution, and scalable process design. The role partners closely with internal stakeholders and external banking partners to ensure borrower cash is controlled, processed, and reported in accordance with governing agreements, regulatory requirements, and internal standards.
We are committed to growing your career, so in this role you will be responsible for:
Banking Relationships and Systems:
- Collaborate with banking partners, Legal, Audit, and internal operational teams to ensure compliance with regulatory standards, governing agreements, and servicing requirements.
- Serve as the primary liaison with external banks on cash activity, account administration, system connectivity, and issue resolution.
- Oversee treasury‑related systems, including the Trintech CheckFree application, banking platforms, reconciliation tools, and servicing system integrations supporting cash operations.
- Partner with Technology and Treasury teams to support system stability, enhancements, and user adoption.
Bank Account & Cash Management Oversight
- Oversee the opening, modification, and closure of bank accounts, ensuring appropriate access, controls, documentation, and system connectivity in accordance with governing agreements.
- Oversee cash management operations, including hard lockbox, soft lockbox, and springing lockbox structures, ensuring borrower cash is controlled, applied, and disbursed in strict accordance with loan documents, cash management agreements, and investor requirements.
- Serve as the escalation point for complex cash‑managed loan issues, including borrower disputes, covenant triggers, sweep activations, and document interpretation matters.
- Partner with Client Relations on borrower communications related to lockbox structures, cash restrictions, and operational requirements.
Compliance & Controls
- Monitor bank ratings and eligibility to ensure accounts are maintained with approved institutions in accordance with governing agreements.
- Document, maintain, and enforce procedures to ensure Corporate and Servicing compliance.
- Provide guidance and consultation to internal teams on servicing involvement in cash restrictions at the loan and investor level.
- Train and support staff on banking procedures, guidelines, and system updates impacting cash operations.
Reporting & Audit Support
- Ensure the accuracy, completeness, and timeliness of monthly cash and banking reporting provided to management.
- Support internal and external audits, regulatory reviews, and investor inquiries by providing documentation and explanations related to banking activity, platforms, controls, and procedures.
- Partner with Accounting and Treasury teams to address audit findings and support remediation efforts, as needed.
Operational Efficiency & Projects:
- Lead and support technology enhancements and efficiency initiatives across cash management, banking, and reconciliation teams, with a focus on automation, control strengthening, and operational resiliency.
- Identify process gaps, control weaknesses, or inefficiencies and drive remediation and continuous improvement initiatives.
- Participate in special projects and cross‑functional initiatives related to servicing cash restrictions, system enhancements, and operational scalability.
We are passionate about your growth, so to achieve success in this role you should have:
- Strong organizational, interpersonal, and leadership skills, with the ability to manage and develop teams across the U.S. and India.
- Excellent communication and collaboration skills, with the ability to work effectively with banking partners, auditors, and internal stakeholders.
- Proven ability to identify, analyze, and resolve complex operational and control issues, demonstrating strong research, analytical, and problem‑solving skills.
- Effective time management skills, with the ability to prioritize, meet strict deadlines, and manage a high‑volume, high‑risk operational environment.
- Proficiency with financial systems, banking platforms, and reconciliation tools.
- Strong knowledge of regulatory standards, compliance requirements, and internal controls within a financial services environment.
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be Your Best Self. Be Berkadia.
#LI-HF1 #LI-HYBRID
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Ready to apply?
Apply to Berkadia
Paralegal, Subsidiary Governance
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Overview
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit www.shift4.com.
The Paralegal, Subsidiary Governance supports the Corporate Governance function with primary responsibility for entity management across Shift4’s global corporate structure. This role ensures that all domestic and international subsidiaries remain in good standing through accurate recordkeeping, timely regulatory filings, and effective coordination of corporate actions. The paralegal partners closely with internal stakeholders and external service providers to maintain statutory compliance and support financing, acquisitions, and other strategic initiatives.
Location: Tampa, FL or Center Valley, PA office
Responsibilities:
Entity Lifecycle Management
- Support the full lifecycle of legal entities, including formation of new subsidiaries, dissolutions, mergers, and restructurings.
- Maintain accurate corporate records reflecting ownership, directors, officers, and registered agent information.
Database & Records Administration
- Serve as administrator for entity management software, ensuring real-time accuracy of governance data and documentation.
- Maintain statutory registers, minute books, and related corporate records in accordance with legal requirements.
Regulatory Compliance & Filings
- Prepare and submit annual reports, certificates of authority, jurisdictional withdrawals, and other required filings.
- Track filing deadlines across multiple jurisdictions to ensure subsidiaries remain in good standing.
Corporate Secretarial Support
- Draft and manage corporate governance documents including written consents, board resolutions, meeting minutes, and officer certificates.
- Support due diligence requests related to financing, acquisitions, and audits.
Global Subsidiary Governance
- Coordinate with international service providers and outside counsel to meet local statutory obligations.
- Manage document legalizations, apostilles, and cross-border corporate formalities.
Cross-Functional Partnership
- Act as liaison to Tax, Treasury, and Finance teams to provide entity data, organizational charts, and KYC documentation.
- Support bank account openings, audits, and internal reporting requirements.
Qualifications
- Education: Bachelor’s degree and/or ABA-approved paralegal certificate, or equivalent transferable experience.
- Experience: Minimum of 2 years in corporate governance, entity management, or related paralegal role.
- Technical Skills: Experience with entity management databases preferred; proficiency with Microsoft Office and Google Workspace required.
- Core Competencies:
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- Exceptional attention to detail and organizational discipline
- Strong written and verbal communication skills
- Ability to manage multiple deadlines across jurisdictions
- Discretion in handling confidential corporate information
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We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Ready to apply?
Apply to Shift4
Operations Director
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Technology Business Solutions (TBS) Director of Operations
SPS is seeking a dynamic leader ready to guide a major operational site through cultural and technological evolution, ensuring the operation is positioned as a model of innovation and operational excellence within SPS and the industry.
The Pittsburgh Director of Operations is responsible for overseeing the Document Processing Center operation ensuring that all departments work cohesively towards achieving strategic and contractual goals. This role requires a strong focus on process optimization, innovation, and leadership to drive operational excellence and ensure the gold-stand for customer experience. This role shapes the strategic direction of the Pittsburgh Center site by leading culture change, driving operational excellence, and implementing advanced technological transformations. This role requires a forward-thinking leader who can not only oversee daily operations but also champion initiatives that modernize processes and promote a high-performance, collaborative environment. This role will play a pivotal role in aligning the site’s goals with SPS’s broader vision and business strategy.
Key Responsibilities:
Strategic Leadership & Transformation:
- Establish and execute the broader TBS strategic vision for the Pittsburgh Document Processing Center site, focusing on enhancing efficiency, service quality, and profitability.
- Lead the transformation of the site by integrating advanced automation and digital technologies to streamline operations and drive long-term success.
- Partner with senior leadership to develop and implement strategic initiatives that align with SPS’s business objectives of operational efficiency and effectiveness and position the site for future growth.
- Challenges the status quo and is passionate about addressing manual workflows and optimizing through automation or digital strategies.
- Define key performance metrics and success criteria, ensuring all initiatives are aligned with broader organizational goals.
- Oversee multiple departments and ensure alignment with the company's long-term objectives.
- Lead cross-functional teams to achieve operational goals and objectives.
- Analyze operational data to identify trends, issues, and opportunities for improvement.
- Collaborate with senior leadership to develop and execute business strategies.
- Ensure compliance with company policies, procedures, and regulatory requirements.
- Manage budgets and resources to plan and optimize operational performance.
Technology Implementation & Optimization:
- Champion technological change by introducing innovative solutions that elevate the lockbox processing capabilities.
- Collaborate with senior leadership, internal IT and operational teams to develop and execute technical strategies, implementations, and optimization of new technology and automation systems.
- Continuously assess, identify and improve technological processes to enhance productivity, reduce errors, and increase operational agility.
- Provide training and support to ensure staff are proficient in utilizing new technologies and tools.
- Develop and implement technical strategies to meet organizational needs and objectives.
- Oversee technical teams and ensure they have the training and resources needed to perform their duties effectively.
- Stay up to date with emerging technologies and assess their relevance to the organization.
- Manage and optimize technical infrastructure, including hardware, software, and networks.
- Ensure compliance with technical standards and regulatory requirements.
- Foster a culture of continuous improvement and innovation within the technical teams.
Cultural Leadership & Change Management:
- Cultivate a modernized and inclusive workplace culture that values collaboration, continuous improvement, and accountability.
- Promote a mindset of resilience and adaptability among team members, equipping them to navigate through organizational and cultural changes.
- Develop strategies to enhance employee engagement and motivation, creating an environment where all team members can contribute to the success of the enterprise
- Lead, foster and demonstrate the SPS values of Clients First, Service Excellence and Innovation.
Operational Excellence & Risk Management:
- Oversee the day-to-day operations of the lockbox facility, ensuring workflows are optimized to meet service standards and operational targets.
- Lead from a perspective of “there is always a better solution” and regularly challenges models for improved results and customer experience.
- Uses data to guide sound business decisions to support business change. Monitors and analyze operational metrics to identify trends, mitigate risks, and proactively address any issues that arise.
- Practices Gemba, Kaizen, Value Stream Mapping in addition to adopting other practices/disciplines to ensure operational excellence and continuous process improvement.
- Ensure compliance with company policies, industry regulations, and best practices to maintain operational integrity and security.
Team Leadership & Development:
- Provide mentorship and support to staff to ensure professional growth and development and foster a high-performance culture.
- Develop and implement talent development programs, supporting the professional growth and advancement of team members.
- Conduct regular performance evaluations, set clear expectations, and create individualized development plans for team members.
Client Engagement & Relationship Management:
- Serve as the primary point of contact for client interactions, ensuring their needs are met with customized solutions and high levels of service.
- Maintain strong relationships with internal and external stakeholders to support business growth and client satisfaction.
- Collaborate with clients to identify new opportunities for service enhancements that align with their business objectives.
Qualifications:
- Bachelor’s degree in business administration, Operations Management, Information Technology, or related field; MBA preferred.
- Minimum of 10 years leading teams in treasury services, cash management or financial services organizations.
- Minimum of 5 years of strategic leadership experience with demonstrated success in driving technological innovation and cultural change in an operations environment.
- Experience working in a BPO, Consulting, or Process Engineering is a plus.
- Evangelist of Lean Manufacturing or Six Sigma methodologies is a definite plus
- Proven leadership capabilities with a track record of executing strategic plans and leading complex transformations.
- Proven leadership skills with a track record of building and developing high-performing teams.
- Strong problem-solving, decision-making, and analytical skills to drive data-informed business decisions.
- Exceptional EQ, communication and interpersonal skills, with the ability to influence and inspire at all organizational levels.
- Experience managing technology-driven transformations and implementing process improvements in lockbox or financial services is a plus.
- Knowledge of industry regulations and compliance standards related to highly regulated environments, lockbox is a plus.
Travel: Some travel is required for this position. Approximately up to 25%.
Other Duties:
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.
Compensation:
The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors.
Use of Artificial Intelligence (AI):
No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process.
Vacancy Status:
This posting is for an existing vacancy.
WHAT WE OFFER
- Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!
- Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!
- We Recognize Talent: We offer a variety of recognition programs for all levels of employees!
- Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
- Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
About SPS
SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.
SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.
Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.
SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.
To view our privacy policy, click on the link below: Data Privacy Statement
Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.
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Chief Financial Officer
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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.
We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You’re not just a number. You’re part of the Centri Family.
Career Advancement:
- Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory
As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. A key member of the executive team, the Chief Financial Officer (CFO), reporting to the CEO, will serve as a strategic business partner and be responsible for oversight of the Finance function within the Firm. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury.
Core Responsibilities:
- Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
- Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions.
- Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions.
- Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri’s long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.
- Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
- Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management.
- Direct the Firm’s annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
- Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion.
- Present financial, legal and other operational items to executive management and the Firm Advisory Board.
- Work closely with the CHRO to review employee benefit plans and annual renewal analysis.
- Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate.
- Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits.
- Partner with the CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.
Qualifications:
- BS in Accounting, Finance or Business expected.
- CPA certification or MBA degree is required.
- Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
- At least 10 years of experience in the professional services industry.
- M&A and Capital Financing experience preferred.
- Experience with NetSuite or comparable ERP platform valued.
- Experience overseeing a multiple office environment preferred.
- Advanced Excel skills and proficiency in Word and PowerPoint.
- Strong appreciation for procedure, process and operational excellence.
- Excellent presentation skills; strong executive presence and public speaking ability.
- Strong network of external professional contacts.
- Ability to write accurately and succinctly
This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
#LI-Hybrid
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Join Our Talent Community
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Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!
Join Our Talent Community
At Onbe, we’re always eager to connect with forward-thinking, driven individuals who are passionate about making a difference. If you don’t see a current opening that fits your skills and experience, we invite you to submit your resume here.
By joining our Talent Community, you'll be added to our pipeline of top candidates. We’ll review your background and reach out when a role becomes available that aligns with your expertise and career goals.
Workplace Flexibility
Our team thrives in a hybrid work environment, with employees collaborating in-office twice a week. We have offices in Plano, TX, Conshohocken, PA, and Buffalo Grove, IL. We also have remote hub locations, with groups of employees based in specific states who collaborate from time to time. These hubs include Boston, MA, and Atlanta, GA. offering flexibility, regional diversity, and a dynamic, team-oriented culture.
Explore Our Teams
We hire across a variety of departments, each critical to driving Onbe’s success. Here’s a look at the areas where your background might align:
Client Team
Our Client team manages the end-to-end client lifecycle—from onboarding new clients to launching programs and currencies, managing daily operations (such as invoicing, order intake, and contact center support), and overseeing partnerships. Focused on growth and collaboration, the team helps clients optimize the payment experience for their recipients while achieving their strategic goals.
Sales Team
Our Sales team is focused on cultivating new client partnerships and driving revenue. This group includes Sales Executives, Revenue Operations (streamlining performance and reporting across teams), and Vertical Solutions, which aligns client needs with Onbe’s product offerings and pricing strategies.
Operations
The Operations team ensures a smooth and secure client experience by managing critical processes and building strong internal and external partnerships. They are agile problem-solvers who adapt to business changes while maintaining a strong focus on protection, efficiency, and service excellence.
Finance
Our Finance team is made up of Accounting, FP&A, and Cash & Treasury. Together, they manage financial records, reporting, budgeting, forecasting, cash flow, and procurement. Their work drives Onbe’s financial planning and supports key strategic decisions across the organization.
Legal
The Legal team enables business growth by offering proactive legal guidance, negotiating on behalf of the company, and ensuring compliance with applicable laws, financial networks, and client commitments—all while helping our teams move quickly and efficiently.
Marketing
Marketing and Business Development (BDR) at Onbe are focused on growing brand awareness, generating demand, and commercializing products. Their integrated strategy spans PR, events, research, digital marketing, client support, go-to-market planning, and more—all aligned with our talent and growth goals.
Product
Our Product team drives innovation by identifying new products and features that deliver strong ROI. They research user needs and market trends, manage vendor relationships and pricing, collaborate closely with Technology, and oversee product roadmaps, launches, and adoption strategies. The Solutions Engineering team bridges sales and product, helping clients maximize platform capabilities.
Technology
Technology is woven into every part of Onbe. This department encompasses software development (client-facing and internal), cloud operations, cybersecurity, data analytics, enterprise architecture, DevOps, production support, and more. They create and maintain the tools, systems, and security infrastructure that power Onbe’s solutions and services.
People
The People Team is the foundation of Onbe’s culture. They manage the full employee lifecycle—from recruitment and onboarding to training, engagement, and knowledge management. Their goal is to foster a diverse, inclusive, and high-performing workplace where employees can thrive and grow.
Submit Your Resume
If you're interested in being part of a collaborative, growth-oriented company, we’d love to hear from you. Submit your resume along with a brief note about your career interests and the teams you’d like to be considered for. We’ll keep your information on file and contact you when the right opportunity comes along.
#LI-Hybrid
At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.
Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence
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