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Shield Financial Jobs (NOW HIRING)

Shield

Enterprise Account Executive

New York, NY · On-site +1

$130K - $160K/yr

Trusted by leading global financial institutions, Shield works closely with its partners to help compliance teams uncover hidden risks, prevent financial crimes, and protect both people and markets.

Shield AI

Lead, Program Finance (R4999)

Dallas, TX · On-site

$110K - $160K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. Own the financial performance of novel autonomous aircraft programs, partnering directly with Program Management, Engineering, and Operations ...

Shield AI

Senior Manager, Treasury (R5211)

San Francisco, CA · On-site

$140K - $250K/yr

Shield AI is seeking a Senior Manager, Treasury to join our Finance team. As Shield AI continues its global expansion, this role offers the opportunity to build the corporate treasury function within ...

New

Shield AI

Senior Manager, Treasury (R5211)

Charleston, WV

$170K - $250K/yr

Shield AI is seeking a Senior Manager, Treasury to join our Finance team. As Shield AI continues its global expansion, this role offers the opportunity to build the corporate treasury function within ...

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Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shield Financial, and why are they important?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
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Shield Financial jobs near you
ERP Admin, Finance & Project Functional Lead (R5061)

ERP Admin, Finance & Project Functional Lead (R5061)

Shield AI

San Diego, CA • On-site

$110K - $170K/yr

Full-time

Posted 21 days ago

Job description

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software and V-BAT and X-BAT aircraft. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI's technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube. 

Job Description:

We are seeking a Finance & Projects Functional Lead to own and optimize Oracle Fusion Financials and Project Portfolio Management (PPM) in a regulated aerospace & defense manufacturing environment. This role will ensure financial accuracy, government contract compliance, and scalable project accounting processes across the enterprise.

This individual will serve as the primary functional authority for cost accounting, project billing, and revenue recognition within Oracle Fusion.

You must have experience leading an Oracle Fusion implementation at scale. 

What you'll do:
Oracle Fusion Module Ownership
  • General Ledger (GL)
  • Accounts Payable (AP)
  • Accounts Receivable (AR)
  • Fixed Assets
  • Cash Management
  • Cost Accounting
  • Project Portfolio Management (PPM)
  • Revenue Management (if applicable)
Government & Compliance Responsibilities
  • Support DCAA audit requirements
  • Manage indirect rate structures and cost pools
  • Ensure compliance with FAR/DFARS cost principles
  • Support government contract billing accuracy
  • Oversee subledger-to-GL reconciliation integrity
Operational Leadership
  • Lead financial process design workshops
  • Drive quarterly Oracle update impact analysis
  • Partner with Finance leadership during close cycles
  • Define and validate UAT scenarios
  • Identify and remediate system control gaps
  • Leverage Oracle Cloud's embedded AI/ML capabilities (e.g., predictive analytics, intelligent automation, and anomaly detection) to enhance business processes, improve data-driven decision-making, and drive operational efficiency.
Required qualifications:
  • 8+ years of ERP financial systems experience
  • Deep understanding of cost accounting and project accounting
  • Experience in government contracting or regulated manufacturing
  • Hands-on Oracle Fusion Financials experience is a must
Preferred qualifications:
  • DCAA audit exposure
  • CPA or equivalent certification
  • Experience supporting revenue recognition (ASC 606)
  • Oracle Cloud Certification highly desired
  • Strong background in manufacturing cost accounting
Success Metrics:
  • On-time and accurate financial close
  • Clean audit results
  • Reduced manual journal entries
  • Stable project billing operations
  • High user adoption and minimal workarounds
$110,000 - $170,000 a year
#LI-TF1
#LD

Full-time regular employee offer package:
Pay within range listed + Bonus + Benefits + Equity
 
Temporary employee offer package:
Pay within range listed above + temporary benefits package (applicable after 60 days of employment)
 
Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.
 
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Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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