
2 - 10 funcionários
Fundada em 2021
💼 Consultoria
💸 Finanças
🤝 B2B
Consulting • Finance • B2B
A Cardinal Financial Consulting é uma empresa de serviços financeiros liderada por seus fundadores que oferece contabilidade forense, serviços de CFO (Diretor Financeiro) fracionados e contabilidade voltada para empreendedores em fase de crescimento e empresas que se preparam para expansão, fusões e aquisições ou due diligence. A empresa destaca-se pela precificação transparente, supervisão conduzida por líderes seniores (liderada pelo CEO Ryan Yates, com 18 anos em investimentos alternativos) e serviços como prontidão forense, avaliação e danos, planejamento tributário e registros financeiros limpos para apoiar decisões estratégicas e análises legais/transacionais. Eles se posicionam entre grandes firmas e contadores juniores, oferecendo serviços de contabilidade recorrente e compromissos mensais de CFO, além de trabalho forense por hora.
🕒 Julho 28
🗣️🇺🇸🇬🇧 Inglês obrigatório
Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

2 - 10 funcionários
Fundada em 2021
💼 Consultoria
💸 Finanças
🤝 B2B
Consulting • Finance • B2B
A Cardinal Financial Consulting é uma empresa de serviços financeiros liderada por seus fundadores que oferece contabilidade forense, serviços de CFO (Diretor Financeiro) fracionados e contabilidade voltada para empreendedores em fase de crescimento e empresas que se preparam para expansão, fusões e aquisições ou due diligence. A empresa destaca-se pela precificação transparente, supervisão conduzida por líderes seniores (liderada pelo CEO Ryan Yates, com 18 anos em investimentos alternativos) e serviços como prontidão forense, avaliação e danos, planejamento tributário e registros financeiros limpos para apoiar decisões estratégicas e análises legais/transacionais. Eles se posicionam entre grandes firmas e contadores juniores, oferecendo serviços de contabilidade recorrente e compromissos mensais de CFO, além de trabalho forense por hora.
• Establishes production and quality control standards, holding both Sales and Ops teams to a performance service level agreement (SLA) and routine audits. • Monitors and rebalances processing pipelines, workloads and volume levels for balance and efficiency, and presents processing capacity plan to ensure quality, branch production goals/KPT’s/locks and service levels are being met consistently. • Identifies Operations staff not meeting performance standards and partners with Branch Manager to coach, develop, and overall improve processing performance, executing an action plan to improve LOA/TA/TC’s performance based off quality and efficiency results. • Reviews/audits incoming loan applications prior to submission to the processing and underwriting team for completeness and borrower engagement. • Monitors and advises Sales Team of locks that are expiring and/or assist with clearing lock mismatches; resolves or escalates file level issues if needed. • Reviews UW and Closing Doc rush request and escalates to Executive Support, Underwriting Manager/s, Closing Managers and EVP’s. • Takes an active role in forecasting and exceeding branch projections. • Monitor and track monthly funding projections for each branch. • Reviews Octane reports, monitoring daily, weekly and monthly production reports, effectively communicating status to all departments. • Addresses, resolves and swiftly responds to any consumer concerns related to the loan approval and processing phase or consumer experience as requested. • Manages loan pipeline to ensure there are no aged loan files and the loans are meeting all deadlines and overall service and quality expectations. • Conducts weekly and monthly pipeline meetings with Branch Manager to review production status and policy updates. • Oversees time cards, commissions and discretionary bonus requests, lead sources changes and other HR issues for direct and indirect reports, including Sales, Ops and Marketing. • Assists in the recruiting process; interviewing, onboarding and hiring and training all team members and performance management duties of the transaction management team. • Escalates to the Executive Team and SVP’s if any operational staff performance or training issues are noticed. • Communicate training needs as needed to the management team. • Effectively administers performance reviews, corrective action, coaching for Operations staff. • Leads team and individual employee meetings in an effective and professional manner. • Oversees planning, implementation, hiring and recruiting of division marketing team, providing coaching and direction for new sales campaigns, and marketing strategy and growth. • Other duties may be assigned.
• Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. • Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle. • Proficient with Octane, and all other 3rd party settlement service provider functions as required to perform job duties. • Strong PC Skills. • Must be proficient in MS Windows, Excel, Google G-Suite and Outlook. • Intermediate Excel skills a plus. • Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry. • Ability to meet time deadlines while working under pressure. • Ability to effectively handle simultaneous tasks and projects in a fast paced environment. • Able to effectively and efficiently work independently or as a member of a team. • Ability to effectively analyze loan account related problems and define solutions.
• Great compensation package • Opportunity for career growth • A commitment to be a relevant market leader - we are aiming for the top! • Octane, our engineered proprietary technology that is transforming the mortgage industry • An empowered culture where your ideas are important and your voice matters • Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more • Generous paid time off package that also includes all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment
Candidatar-se🕒 Julho 28
Senior Operations Manager at Optain Health managing US customer operations including inventory and contract execution. Running camera servicing operations and scaling workflows effectively.
🇺🇸 Estados Unidos – Remoto (EUA)
💵 $130.000 - $160.000 / ano
🔥 Investimento no último ano
💰 $26.000.000 Series A - Optain em 2025-09
⏰ Tempo Integral
🟠 Sênior
⚙️ Operações
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Julho 28
Middle Office Analyst ensuring smooth trading operations for Auros, a leading digital asset liquidity provider. Responsible for reconciliations, financial processes, and managing trading activities.
🇺🇸 Estados Unidos – Remoto (EUA)
💰 Venture Round em 2023-03
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
⚙️ Operações
🦅 Patrocina Visto H1B
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Julho 28
Field Service Operations Manager overseeing operational functions and enhancing efficiency at Delta Star. Leading teams, ensuring safety, and addressing customer needs across multiple locations.
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Julho 28
Growth & Operations Lead managing high-impact growth and operations projects for a startup based in San Francisco. Opportunity to evolve into Head of Ops or Chief of Staff.
🇺🇸 Estados Unidos – Remoto (EUA)
💰 $5.500.000 Seed Round - Valid em 2025-02
⏰ Tempo Integral
🟠 Sênior
⚙️ Operações
🗣️🇺🇸🇬🇧 Inglês obrigatório
🕒 Julho 28
Global Agronomy Operations Manager overseeing farm scaling operations in various high-growth markets. Managing pilot phases and compliance for successful agronomy implementation.
🗣️🇺🇸🇬🇧 Inglês obrigatório