Business advisor jobs in Fort Worth, TX

Job Title: Managing Consultant - SAP Enterprise Data Management Duration: Fulltime (Permanent) JOB DESCRIPTION: Looking for USC and GC only Candidate will be responsible for leading the design, build, testing and deployment of changed or new business processes enabled by the SAP S/4 solutions. Participate in business workshops with key stakeholders and drive results in line with the project plan. Provide business process solutions to meet clients' business priorities and requirements within the context of industry leading practices. Provide contribution in project planning and execution according to objectives, specifications, schedules, and quality standards. Develop implementation schedules, system implementation planning, and execution. Ensure project success criteria are met. Builds strong relationships with IT/business peers and management to best meet company goals and objectives. Responsible for assisting on defining, designing, governing and delivering solution to meet the client requirement working closely with the client and the other business process leads. Provide accurate estimates, timeline and ability to self-direct and mentor/manage teams and client. Lead business workshops with key stakeholders and derive outcomes. Mentor junior team members and be hands-on if required. Leverage and build assets/accelerators and thought leadership. Provide solutions and model solutions based on client's needs, priorities, and industry leading practices. Qualifications: Experience with global S/4HANA business transformation program delivery as a Data Lead with proven track record and a deep understanding of business values of transformation programs/objectives Must have previous professional experience with SAP S/4HANA with knowledge of master data elements in SAP, leading practices on the data migration and data governance approaches, and hands-on experiences working as a team member. Experience managing and implementing SAP MDG implementation with hands on experience establishing a governance/management framework for organizations. Proven ability to lead and speak of SAP Data approaches and lead workshops with clients and other business process leads Demonstrates understanding of industry specific KPI's and benefits of S/4HANA functionality to enable the business Ability to speak business language and translate business requirements into technical spec. Working knowledge of SAP data elements (both master and transactional), data structures, industry leading data migration tools, and approaches and understanding of integration amongst various modules Ability to self-direct and mentor/manage consulting and client team members. Ability to be hands on if required and mentor junior team members Excellent interpersonal and teamwork abilities, capable of building and maintaining strong client relationships Demonstrated experience in managing transformational initiatives. At least three (3) full life cycle implementations as an ERP Project Manager with multi-module implementations (Finance, Sales, Production, Purchasing, Warehouse) A minimum of eight (8) years prior transformational ERP consulting or equivalent industry experience At least three (3) years' experience in proposal and business case development Experience managing 5 to 10 resources Willingness to travel up to 100% Bachelors degree or equivalent required

Private equity-owned leading distributor of air conditioning and other high demand aftermarket components to a broad range of light-duty and heavy-duty vehicle end markets. Our company has created a unique, market leading platform in the automotive aftermarket with numerous opportunities to apply its repeatable playbook to grow both organically and through acquisition. We are hiring a Microsoft Dynamics Business Central Functional Associate to support our corporate Information Technology department which works in partnership with our portfolio companies. With our product portfolio, dedication to quality, entrepreneurial setting, and competitive strength, we are a great place to build a lasting career. Position Summary: Reporting to the Business Central Lead, the Microsoft Dynamics Business Central Functional Associate will play a major role in running daily IT operations and implementing new projects. This position is onsite and located within the corporate office in Irving, TX. This individual will work with various teams and divisions across the US & Canada to support aggressive growth and IT targets. We are seeking an experienced Microsoft Dynamics 365 Business Central (BC) Functional Associate to join our team. The ideal candidate will provide day-to-day support for operations, with strong expertise in the Accounting and Finance modules as well as Warehouse Management Systems (WMS). This role requires a proactive professional who can ensure optimal use of the ERP system, troubleshoot issues, and support various business functions in a fast-paced environment. This position will interact with all parts of our business. This means that you will have a huge impact on our business and be able to drive improvements/ change/ behavior across our entire org! If you are a highly motivated and experienced Business Central Associate/Consultant, with a passion for supporting end users and enhancing current processes, we encourage you to apply for this exciting opportunity. Desired Professional Skills and Experience: Bachelor's degree in computer science or related field. Minimum 3 years of experience as a Functional consultant with Microsoft Dynamics 365 Business Central (or NAV). Previous success as a functional associate for Business Central. In-depth knowledge of Accounting and Finance modules (GL, AP, AR, Fixed Assets, Bank Reconciliation, etc.). Experience with Warehouse Management Systems (WMS) and warehousing functionality in Business Central (bins, picks/put-aways, shipments, etc.). Ability to troubleshoot and resolve functional issues quickly and efficiently. Strong understanding of business operations and cross-functional processes. Excellent communication and documentation skills. Experience working with end-users in a support capacity. Experience working with on-prem Microsoft Business Central. Responsibilities: Provide daily operational support for users of Microsoft Business Central across all departments. Act as the primary point of contact for issues related to accounting, finance, inventory, and warehouse processes in BC. Configure, maintain, and optimize Business Central modules, particularly Finance, Inventory, and Warehouse Management. Assist in system upgrades, patches, and data integrity checks. Liaise with cross-functional teams to gather requirements and implement solutions within Business Central. Conduct user training and create documentation as needed. Collaborate with technical teams to translate business requirements into functional specifications. Ensure compliance with internal controls and industry best practices in ERP operations. Education and Experience Requirements: Bachelor's degree in Computer Science or related field. Minimum 3 years of experience as a Functional consultant/associate. Experience with third-party WMS integrations. Knowledge of manufacturing or supply chain processes is a plus.

What You Do You're the go-to problem-solver at Cummings Electrical. You don't just teach teams how to improve - you roll up your sleeves and work right beside them. You create change by clarifying the "why," demonstrating the "how," and empowering others to own continuous improvement. Main Responsibilities Use and Teach Problem Solving Lead hands-on workshops like Kaizen, 5S, root-cause analysis, and SMART goal setting Guide teams through problem identification versus quick fixes Lead Improvement Efforts Help teams pick their top improvement ideas and run simple, focused sessions (process maps, A3) Keep progress on track by defining simple action items, checking results, and turning ideas into real improvements Visualize Workflows Create clear, visual, and easy-to-follow process maps and keep documentation up to date and accessible Analyze existing maps to identify waste and pain points Connect & Collaborate Talk with people - listen, ask the right questions, and offer solutions that fit their needs Create cross-departmental collaboration for best practices Innovate Champion bold ideas - new tools, software, brainstorming methods, fresh outside ideas - then evaluate feedback and adapt quickly Who You Work With Everyone - from electricians in the field to business unit presidents. You need to talk to all levels and help them improve how they work. What Makes You Successful Open-minded, curious people positive, servant minded, agile, change-accepting, inventive, systems-thinker - wide lens for how things work Critical thinker who spots patterns, digs into root causes, and drives change Resilient, self-aware, emotionally intelligent, and flexible Drive - Gola and results-oriented with strong self-discipline How You Think & Act Own It: Bring energy and self-guidance to set realistic goals and directions, follow through with commitments, and stand by your word Build Trust: Never burn bridges - listen respect, and find common ground Fix & Improve: Spot waste, solve problems with teams, and keep progress visible Collaborate & Mentor: Invite input, share best practices, persuade groups toward consensus, and support teammates' growth - Value every voice Engagement & Accountability: Make and meet commitments, ask for help when needed, and keep yourself and others accountable Customer Focus: Build loyalty through prompt service and providing added value to the customer. Leads and supports others through the change process Manage Time: Accurately estimates time and plans work, anticipates obstacles, and drives things to completion Continuous Learning: Seek feedback, apply new skills, fail trying, and bounce back from setbacks Communicate: Make your message fit the audience, actively listen, articulate complex ideas simply, and manage conflicts constructively Ethics & Initiative: Do the right thing and proactively choose the best course of action What You Need Experience with Continuous Improvement Tools (Kaizen, A3, 5S, root-cause analysis, decision-making analysis) Process-mapping and facilitation skills Strong problem-finding and create problem-solving ability Proficiency in leading Continuous Improvement events and teaching Continuous Improvement methodologies Planning, time-management, and goal-setting expertise What You'll Experience Helping teams improve workflows Choosing and identifying software and integrations to help support Continuous Improvement Supporting department initiatives with advanced planning, research, and when necessary, external resources Process map analysis, observation, and feedback cycles Bottom Line You help revolutionize the way value is delivered at Cummings Electrical by working alongside teams to build their problem-solving capabilities and improve daily work. By making processes and workflow more efficient and effective, you support our purpose: delivering powerful electrical solutions and services to our customers.

Technology Recovery Services provides subject matter expertise and direction on complex IT disaster recovery projects/initiatives and supports IT disaster recovery technical planning, coordination and service maturity working across IT, business resilience, risk management, regulatory and compliance. Summary of Essential Functions: Govern disaster recovery plans and procedures for critical business applications and infrastructure. Create, update, and publish disaster recovery related policies, procedures, and guidelines. Ensure annual updates and validations of DR policies and procedures to maintain readiness and resilience. Maintain upto-date knowledge of disaster recovery and business continuity best practices. Perform regular disaster recovery testing, including simulation exercises, incident response simulations, tabletop exercises, and actual failover drills to validate procedures and identify improvements. Train staff and educate employees on disaster recovery processes, their roles during incidents, and adherence to disaster recovery policies. Coordinates Technology Response to Natural Disasters and Aircraft Accidents Qualifications: Strong knowledge of Air vault and ransomware recovery technologies Proven ability to build, cultivate, and promote strong relationships with internal customers at all levels of the organization, as well as with Technology counterparts, business partners, and external groups Proficiency in handling operational issues effectively and understanding escalation, communication, and crisis management Demonstrated call control and situation management skills under fast paced, highly dynamic situations Knowledge of basic IT and Airline Ecosystems Understand SLA's, engagement process and urgency needed to engage teams during critical situations Ability to understand and explain interconnected application functionality in a complex environment and share knowledge with peers Skilled in a Customer centric attitude and the ability to focus on providing best-in-class service for customers and stakeholders Ability to execute with a high level of operational urgency with an ability to maintain calm, and work closely with a team and stakeholders during a critical situation while using project management skills Ability to present to C Level executives with outstanding communication skills Ability to lead a large group up to 200 people including support, development, leaders and executives on a single call Ability to effectively triage - be able to detect and determine symptom vs cause and capture key data from various sources, systems and people Knowledge of business strategies and priorities Excellent communication and stakeholder engagement skills. Required: 3 plus years of similar or related experience in such fields as Disaster Recovery, Business Continuity and Enterprise Operational Resilience. Working knowledge of Disaster Recovery professional practices, including Business Impact Analysis, disaster recovery plan (DRP), redundancy and failover mechanisms DR related regulatory requirement, and Business Continuity Plan exercises and audits. Ability to motivate, influence, and train others. Strong analytical skills and problem-solving skills using data analysis tools including Alteryx and Tableau. Ability to communicate technical and operational issues clearly to both technical and nontechnical audiences.

Employment Type: Full-time, Permanent Industry: Manufacturing | ERP | Distribution About the Role My client is seeking an experienced Microsoft Dynamics 365 Business Central Specialist to play a key role in a major ERP implementation project. This is a hands on, on-site position where the successful candidate will act as the functional lead for Business Central - driving configuration, optimisation, and best-practice setup across manufacturing operations. The role will involve close collaboration with production, supply chain, and operations teams to streamline planning, procurement, scheduling, and inventory processes. This is an opportunity to help shape a transformative ERP rollout from discovery through go-live and beyond. Key Responsibilities Lead Business Central implementation activities for manufacturing and MRP/MIP (Material Requirements Planning), ensuring alignment with business needs Analyse operational workflows and translate them into effective Business Central configurations Configure and support core modules including MRP, Manufacturing, BOMs, Routing, Work Orders, Inventory Management, and related planning tools Partner with cross-functional teams across manufacturing, supply chain, finance, and operations Manage project timelines, deliverables, documentation, and post-go-live optimisation Support user training and ongoing system development as business needs evolve Drive continuous improvement across planning, scheduling, and inventory processes Qualifications 5+ years' experience with Microsoft Dynamics 365 Business Central (or NAV), including implementation and functional support Strong manufacturing and MRP/MIP experience is essential Deep understanding of production workflows, scheduling, supply chain planning, and inventory control Proven project management experience across full ERP lifecycles Excellent communication, analytical, and problem-solving skills Bachelor's degree in Business, Supply Chain, IT, or a related field preferred What My Client Is Looking For A proactive, hands on ERP specialist who thrives in a fast-moving manufacturing environment Someone who can translate complex operational requirements into practical Business Central solutions A collaborative partner able to engage confidently with stakeholders across all levels Why This Role? Play a key role in a flagship ERP transformation at a growing manufacturing organisation Work on-site with operational teams and decision-makers Shape long-term systems, data integrity, and operational efficiency

Job Description This opportunity supports client-facing sales work with structure. You'll assist inbound prospects through enrollment. Execution drives income. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

Join the Premier Business Brokerage Firm in Dallas - Fort Worth Transworld Business Advisors | A Prospere Company Business Broker Compensation: $50,000 to $1,000,000+ | Commission-Based | Uncapped Earning Potential About Us With over four decades of excellence, Transworld Prospere powered by Prospere Companies is the most dominant business brokerage firm in Dallas - Forth Worth and the #1 performing franchise group within the global Transworld network. With strategic operations in Austin, DFW, Waco, Colorado, and Las Vegas, our team leads the industry in total sales, deal volume, and broker success. We're not just brokers. We're dealmakers. Trusted advisors. Market leaders. In 2023 alone, our team was responsible for 59% of all business sales in Colorado. Our Dallas-Fort Worth office is on track to replicate that same market dominance. Backed by the most sophisticated systems, proven models, and elite mentorship in the industry, we are expanding our footprint across Texas and are seeking exceptional professionals to join our elite team. The Opportunity As a Business Broker, you will serve as the intermediary between business owners seeking an exit and qualified buyers looking to acquire. You will originate and manage your own portfolio of clients, quarterback transactions from valuation through closing, and provide high-level advisory support to entrepreneurs and investors alike. Your first milestone: build a portfolio of 15 sell-side clients in your first 15 months. We provide you with access to over 400 active business listings, an internal deal team, and a robust buyer network giving you the ability to both list businesses and close transactions by representing buyers. This is a rare opportunity to step into a high-trust, high-stakes role with the leading firm in the market. What Sets Us Apart Market Leadership: #1 franchise globally in total M&A sales since 2016. Unrivaled Deal Flow: Over 1,500 deals closed in the past decade; 258 deals closed in 2024 alone. Sophisticated Infrastructure: Full-service transaction support team, house leads, marketing resources, and proprietary systems. Elite Training & Mentorship: Formal training at our Florida HQ and ongoing development from top brokers nationally. Global Scale, Local Power: 250+ Transworld offices worldwide; strategic focus on the Texas and Mountain West markets. Culture of Performance: A meritocratic, growth-minded team of 100+ professionals across business sales, M&A, and CRE. Who We're Looking For We're seeking high-caliber professionals who thrive in high-autonomy, high-reward environments. You are driven, relational, entrepreneurial, and wired for excellence. Ideal candidates may come from : B2B sales Real estate Finance or investment banking Entrepreneurship or small business ownership You must possess exceptional relationship-building skills, a strong work ethic, and the ability to manage complex deal cycles. Core Attributes : Growth-oriented and relentlessly resourceful Confident in building a personal book of business Accountable, self-motivated, and results-driven Passionate about helping small business owners maximize their life's work Coachable and collaborative with a long-term mindset What Success Looks Like Year 1: $50,000-$150,000 - Laying your foundation Year 2: $150,000-$300,000 - Hitting your stride Year 3: $300,000-$500,000 - Elite performer status Year 4+: $500,000-$1M+ - Partner-level potential Our top brokers earn $1M+ annually. This is a performance-driven, high-reward career with no income ceiling. What We Offer Uncapped commission structure Structured onboarding & in-depth training In-house marketing & support team Qualified house leads and national referral network Access to private buyer/seller networks Proprietary CRM and deal management system Associate memberships to industry associations Strong internal culture built on transparency, performance, and trust Long-term partnership and leadership potential for top performers Our Core Values Own Your Growth Be a Pro Listen First Lead with Compassion Manage Expectations How to Apply If you are ready to build a prestigious, high-performance career in business sales and advisory and want to work alongside the best in the industry, we invite you to apply today. Transworld Business Advisors is an equal opportunity organization and a subsidiary of Prospere Companies, the fastest-growing franchise investment platform in the United States.

Full-time Description About the Role: PeopleFund is seeking an innovative and programmatically creative individual to serve as a Small Business Advisor for our clients. This role will focus on developing post-loan support programming for borrowers. This may include a variety of the following functions: serving as our borrower point of contact (post-loan), onboarding new borrowers to education and support services, coordinating site visits and tracking SBA compliance, updating the online education portal, and planning programs specifically to serve the needs of borrowers throughout the life of their loan. The Strategic Advisor will guide business owners in a variety of capacities to create real, lasting change by partnering on the macro, micro, and long-term goal of economic development (access to capital and job growth). The individual filling this role must be able to work with some level of initiative and autonomy in order to fulfill responsibilities. About Us: PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses. Our Values are: Integrity First Service Before Self Excellence In All We Do Is that you? Awesome! Let's talk about what you'll do at PeopleFund Duties and Responsibilities Include: Serve as the primary point of contact and manage a portfolio of up to 200 PeopleFund borrowers for technical assistance: Reviewing quarterly financials (profit and loss, cash flow, and balance sheet statements), Track small businesses' sustainability by meeting with client caseload via a site visit 18-24 months after obtaining their loan with PeopleFund (some travel is required in this role), Monthly touchpoints with your clients (can include a tailored newsletter, targeted emails, phone calls, etc.), facilitate group and online training, A minimum of 2 advising sessions per client annually (in person or virtual) on any of the following topics: Business planning Market research Financial Statements (profit and loss, cash flow, and balance sheet statements), Access to capital, Personal and business credit, Operations Marketing Financial forecasting Assisting in the development of updated curriculum (via Tovuti modules, manuals, presentations, etc.) Create and facilitate Microloan borrower virtual communities in Tovuti, Works closely with the lending and risk management teams to provide post-loan support and technical assistance to small business owners Track and report all technical assistance provided monthly on a cloud server Work with partner agencies (SCORE, SBDC, Chambers of Commerce, etc.) in the designated region to coordinate and provide post-loan technical assistance Maintain working knowledge of ongoing small business opportunities and resources Connect clients to professional resources in the community to help meet their business needs Lead workshops for clients and partners Collaborate with resource partners in the Small Business Ecosystem on outreach, events, and workshops May be required to attend events and engagements both during normal working and outside of normal working hours Track set metrics for job evaluation and community impact monthly Other duties as assigned Employee Benefits - PeopleFund provides the following benefits for employees: Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only Paid Time Off starting at 3 weeks per year and 12 paid holidays 401 (k) with Employer Match Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses Dependent Child Care Spending Account available to employees who qualify PeopleFund is a Hybrid Work Company True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities. Requirements Requirements: 3+ years of business startup experience or working with small business owners 1+ years consulting, coaching, or advising small business owners Subject matter expert in the following core topics: Business planning Market research Financial Statements (profit and loss, cash flow, and balance sheet statements) Access to capital Personal and business credit Operations Marketing Financial forecasting Experience managing partner, vendor, and contractor relationships Experience with compliance management Experience with client case management Proficient in Microsoft Office 365 Employment offers are subject to acceptable driving record, credit, background, and reference checks Ability to work between 9:00 am and 6:00p m, Monday through Friday with flexibility to work outside of those hours to support events and client needs.

Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.

To provide advanced business consulting services to assist members and non-members with identifying their business lending goals and objectives. Acts as a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages moderate to high-dollar volume and moderate to complex member bases. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Independently source and originate new commercial loans * Provide subject matter expert consultative services primarily through via inbound and outbound calls to understand the members' financial needs and goals and educating members regarding products and services offerings * Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships and increasing member engagement both nationally and within a determined locality * Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs * Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate * Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines * Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee * Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures * Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management * Maintain knowledge of Navy Federal's field of membership and loan products & services * Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace * Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA * Proven track record of independently sourced loan production in excess of $10MM annually * Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization * Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee. * Advanced skilled with identifying potential prospects resulting in successful loan origination. * Expert skill building effective relationships through rapport, trust, diplomacy and tact * Advanced research, analytical, and problem-solving skills * Advanced skill communicating accurately, clearly and concisely including presenting to staff and leadership teams * Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes * Expert skill actively guiding members through interactions to reduce member effort and enhance member loyalty * Expert skill applying lending principles, financial practices and evaluation of creditworthiness to make sound credit decisions * Advanced knowledge of mathematical principles * Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals * Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions * Bachelor's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience Desired Qualifications * Significant experience working in originating commercial loans for a Credit Union. * Advanced knowledge of Treasury Management, SBA Lending, and Business Insurance * Significant experience developing, documenting and presenting credit analyses associated with business lending opportunities including commercial real estate (CRE), commercial and industrial (C&I), Small Business Administration, and NFIS referrals and/or GovCon * Experience with CRM software * Advanced knowledge Navy Federal loan programs, products, services, financing options Hours: Monday - Friday, 8:00AM - 4:30PM Location: 9001 Airport Freeway, 9th Floor Suite 925, North Richland Hills, TX 76180

Associate, Business Control & Risk ManagementCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Business Control & Risk Management operates within the First Line of Defense and is accountable to assist the Business Control & Risk Management team in driving effective and consistent business line execution against the Enterprise Risk Management Framework. Specifically, the Associate works to identify, assess key risks and control effectiveness throughout the assigned business line by driving business unit adherence with applicable risk frameworks, Corporate/Business Line policies and standards. The incumbent will also assist with completion of business line risk initiatives, as assigned, such as risk assessments, KRI/KPI development and monitoring, and on-time remediation of issues. The Associate must be able to effectively partner with various stakeholders. Drive Risk Culture: Ensure awareness in the Business Line of risk frameworks, policies and standards. Communication & Training: Work with team members and key stakeholders to develop appropriate metrics and deliver relevant and accurate data. Work with internal teams to gain an in-depth understanding of existing risks, causes, severity rating, controls and remediation Maintain two-way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc. Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuously monitors all sources of risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Where applicable, Issue Identification, Management, and Risk Assessment: Conduct RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Engage and hold Business Line process owners accountable to identify and assess risks. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Internal Control Testing: Implement and maintain internal control testing and control effectiveness monitoring in the Business Line. Validate the adequacy of controls, escalate deficiencies as appropriate. Identify root causes of control deficiencies/weaknesses and take appropriate action to ensure Business Lines remediate and prevent recurrence. Exam Management: Liaison with the Business Line for all exam related activities including regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.). Support the implementation of Key Risk Indicator (KRI) framework: Formally define and document metric definition details (metric type, provider, approver, numerator & denominator descriptions, source, scope, thresholds, Risk Basel category) in the centralized repository, Support structured metric submission process with established timeline and requirements. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. 5+ Years Risk Management, Internal Controls, Auditing, Credit Management, relevant line of business experience and/or legal or regulatory experience. Demonstrated experience supporting and/or leading risk projects across multiple business lines offering a wide variety of financial services products and services. Knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking and risk management. Advanced understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Excellent analytical and complex problem solving skills. Strong project management skills. Ability to constructively work both independently and in collaborative environments involving all levels of management and employees Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to build internal and external networks of information resources within the risk management ecosystem. Understanding of BSA/AML and OFAC regulations, regulatory expectations and industry leading practices. Ability to deliver high quality documentation with focus on attention to detail. Certifications: Other Risk Certification It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $65,625.00 USD Maximum: $110,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp Other Locations: Massachusetts-Quincy,Texas-Dallas Organization: Santander Consumer USA Inc.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: * Recommends financial advice and guidance that align with client financial goals and needs * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: * Has demonstrated experience and proven success with business-to-business sales and/or small business banking * Has strong communication skills with the ability to effectively influence clients * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution * Has a proven sales track record * Can build productive partnerships and working relationships * Is experienced with outbound phone sales Desired Qualifications: * Experience with financial information, spreadsheets and financial skills * Experience with in-person customer service and sales * Experience working with small business clients * Experience meeting or exceeding goals * A working knowledge of small business products and services * Bilingual skills Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Replies within 24 hours Benefits: 401(k) Company parties Competitive salary Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Job Overview: The Business Success Advisor will act as the primary point of contact for Blueprint University members, offering expert advice, support, and tailored solutions for business owners at every stage of their journey. From initial inquiry to follow-up, the advisor will help clients develop their ideas, launch startups, and scale businesses by leveraging Blueprint University's services. They will identify upselling opportunities, offer personalized consultations, and foster long-term client relationships. Key Responsibilities: 1. Initial Call Handling Warm Welcome: Answer inbound calls with a friendly and professional greeting, acknowledging the caller's membership. Purpose Capture: Identify whether the client is seeking advice on a business idea, startup, or scaling strategy. Active Listening: Understand their business challenges and take notes to identify where Blueprint services can add value. Probing Questions: Ask questions like, “What stage is your business in?” or “What obstacles are you facing with growth?” to gather insights. 2. Initial Guidance & Knowledge Sharing For Business Ideas: Provide market validation insights, competitor analysis, and pitfalls to avoid. For Startups: Share tips on business registration, building a minimum viable product (MVP), and early-stage funding options. For Scaling: Discuss operational challenges, marketing strategies, and process streamlining for growth. 3. Creating Curiosity & Need for More Strategic Teasers: Drop key insights to spark curiosity, encouraging the member to explore further services (e.g., workshops, consultations). Value Proposition: Promote how Blueprint University's tailored services, workshops, and facilities can unlock their business potential. 4. Identifying Upselling Opportunities Needs Assessment: Identify areas where additional Blueprint services can fill business gaps, such as legal advice, branding workshops, or corporate credit-building. Service Introduction: Highlight relevant services such as business development workshops, tax planning, or facility services like coworking spaces. 5. Soft Sell Approach Free Consultation or Discount: Offer a free follow-up consultation or discount on their first service to build trust. Workshop Invitation: Invite the member to relevant workshops or webinars, upselling premium access options when applicable. 6. Close the Call with a Clear Next Step Follow-Up Plan: Schedule a follow-up session to dive deeper into the client's business challenges. Recap Benefits: Quickly summarize how Blueprint University can support their business journey and unlock growth potential. Final Upsell: Suggest specific next steps, such as booking a consultation or upgrading their membership. 7. Post-Call Follow-Up Send Recap Email: Immediately send a follow-up email summarizing the call, offering additional information, and suggesting next steps. Lead Nurturing: For clients who don't commit during the call, engage them in a nurturing workflow with additional offers, resources, and reminders. 8. Performance Tracking & Feedback Conversion Tracking: Monitor call conversion rates and upsell effectiveness. Client Feedback: After follow-up consultations or services, gather feedback to improve client satisfaction and refine advisory approaches. Qualifications: Experience: 2+ years of experience in business consulting, advisory, or customer relationship management. Skills: Excellent communication and active listening skills, with a talent for problem-solving and sales. Knowledge: Familiarity with business development, scaling strategies, and entrepreneurship. Software: Proficient in CRM tools and Microsoft Office Suite. Compensation: $35,000.00 - $50,000.00 per year About Us The Blueprint University is the ultimate one-stop-shop for entrepreneurs of all kinds, at any phase of their career. Our team of industry-heavy hitters and insiders guide you through each step of business development, from ideation and vision clarification all the way through to launch day. The most significant barrier of entry to success and financial freedom is access to critical knowledge pieces. We understand that early entrepreneurship comes with many blind spots which can be scary. That's why for us - education is our mission. We want to get you into the rooms you need to be in and connect you to the right people and resources. Access to the most pertinent information eliminates fear. When you know what you're up against, you can develop a plan-and execute.

Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, Atlanta, GA, or Miami, FL The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk management programs and other first line of defense risk activities in support of line of business growth and revenue production. The role works directly with the business unit management teams to identify, manage, monitor and report risk through the execution of risk programs, policies, standards and procedures. The role also works directly with second line of defense risk management to ensure appropriate execution of risk activities including assessment of risk, development and oversight of controls, identification and escalation of issues, and governance and reporting. The role is on point to coordinate and assist with audits, exams and other inquiries from internal audit and regulators relative to risk management. Job Responsibilities: * Manage the implementation and execution of risk programs and policies in coordination with the second line of defense risk management organization including new product governance, Risk and Control Self-Assessment (RCSA), key risk indicators (KRIs), Enterprise Risk Report, issue management and operational loss management * Coordinate and support Business unit level risk assessments, including identifying, managing, monitoring and reporting line of business top risks and emerging risks * Develop first line of defense procedures that align with risk program and policy requirements. * Provide ongoing risk guidance, education and communication to business unit partners to ensure risk management expectations are met within the first line of defense. * Assess effectiveness of business unit controls through monitoring and testing, identify gaps and drive remediation of control deficiencies. * Escalate issues and gaps to line of business management and Risk. * Engage in internal audits including preparation of materials, assessment and remediation of findings, and provide updates to senior management. * Build strong relationships with business unit teammates, second line of defense partners, functional support units and other stakeholders to drive strong collaboration on risk program execution and the maturation of risk management across the enterprise. * Participate in industry forums and build relationships with other large banks across the industry. Required Qualifications/Knowledge, Skills, and Abilities: * Bachelor's degree and 5 or more years of operational and enterprise risk management experience in a first or second line of defense capacity. * Experience with enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and modified product risk assessment, and third party risk management. * Experience working with teams through change by creating a compelling vision for transformation. * Strong project management skills with ability to manage multiple concurrent projects successfully and a proven track record of strong execution on major initiatives. * Proficient at collaborating across business units and lines of defense and working with stakeholders to resolve complex issues. * Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. * Proficiency at assessing current processes with an eye towards efficiency and automation. * Strong oral and written communication skills with ability to communicate at all levels of an organization. * Proven ability at collaborating across the enterprise to solve complex challenges. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

At HCSC, our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers. Join HCSC and be part of a purpose-driven company that will invest in your professional development. **Job Summary** This position will support business readiness activities across large-scale technology transformation programs in Medicare, including the separation from Cigna and the platform integration with legacy HCSC. This position is responsible for providing business analysis and guidance to ensure alignment and integration across functional areas in support of client success and to ensure consistency and efficiency. As a Senior Business Consultant, you will support implementation of initiatives with high complexity that affect multiple functional areas within the division. Supports the prioritization of divisional activities and tracks progress to goals. Success in this role will depend on your ability to autonomously drive initiatives and deliver results. Your expertise will help shape the strategic direction of the organization and deliver significant value to both internal and external stakeholders. + Bachelor's degree and 5 years of experience OR 9 -10 years of experience in healthcare business, project management, or customer service, with a demonstrated ability to lead complex projects and influence senior leadership. + Expertise in data interpretation and strategic decision-making. + Exceptional communication skills, with experience in engaging with senior executives and managing high-stakes client relationships. + Proficiency in project management methodologies and advanced data analysis and visualization tools. + Proven track record of driving business transformation and process optimization. + Strong critical thinking and problem-solving abilities, with a proactive approach to overcoming challenges and fostering continuous improvement. + Commitment to professional development and thought leadership, with a keen interest in staying ahead of industry trends. **Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!** **Pay Transparency Statement:** At Health Care Service Corporation, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work. From health and wellness benefits, 401(k) savings plan, pension plan, paid time off, paid parental leave, disability insurance, supplemental life insurance, employee assistance program, paid holidays, tuition reimbursement, plus other incentives, we offer a robust total rewards package for employees. Learn more about our benefit offerings by visiting ************************************* . The compensation offered will vary depending on your job-related skills, education, knowledge, and experience. This role aligns with an annual incentive bonus plan subject to the terms and the conditions of the plan. **HCSC Employment Statement:** We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics. **Base Pay Range** $66,300.00 - $124,500.00 Exact compensation may vary based on skills, experience, and location. **Join our talent community and receive the latest HCSC news, content, and be first in line for new job opportunities.** **Join our Talent Community. (******************************************** PA8v\_eHgqFiDb2AuRTqQ)** For more than 80 years, HCSC has been dedicated to expanding access to high-quality, cost-effective health care and equipping our members with information and tools to make the best health care decisions for themselves and their families. As an industry leader, HCSC also has been helping to make the health care system work better for all Americans. To remain a leader, we offer compelling careers that encourage resourcefulness, strategic thought and empower you to make a difference in the lives of our members and their communities. Today, with the industry at an important crossroad, HCSC is reimagining health care and looking for original thinkers who aren't afraid to make innovative contributions. We are an Equal Opportunity Employment employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Learn more about HCSC, our commitment to our members and the opportunity you'll have to improve health care delivery in an open, collaborative environment. HCSC is committed to diversity in the workplace and to providing equal opportunity to employees and applicants. If you are an individual with a disability or a disabled veteran and need an accommodation or assistance in either using the Careers website or completing the application process, you can call us at ************** to request reasonable accommodations. Please note that only **requests for accommodations in the application process** will be returned. All applications, including resumes, must be submitted through HCSC's Career website on-line application process. If you have general questions regarding the status of an existing application, navigate to "candidate home" to view your job submissions. Blue Cross and Blue Shield of Illinois, Blue Cross and Blue Shield of Montana, Blue Cross and Blue Shield of New Mexico, Blue Cross and Blue Shield of Oklahoma, and Blue Cross and Blue Shield of Texas, Divisions of Health Care Service Corporation, a Mutual Legal Reserve Company, and Independent Licensee of the Blue Cross and Blue Shield Association © Copyright 2025 Health Care Service Corporation. All Rights Reserved.

Job Title: Specialist Wage/Hour Status: Non-Exempt Job Role: Business III Funding Source: Local Pay Grade: PR 8 Department/School: Facility Services Function: Business Reports to: Executive Director of Facility Services HR Date Approved: May 2021 HR Date Revised: April 2024 SUMMARY: Work under minimum supervision to provide advanced clerical services to the Executive Director of Facility Services. Handle confidential information and engage in frequent contact with all levels of District employees, outside agencies, and the general public. Provide support for daily Facility Services operations. Handle routine Facility Services inquiries and provide responsive and knowledgeable assistance to employees. Receives, processes, and maintains files and records for administrative applicants and employees of the District. The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description. * Model KISD core organizational beliefs and values; perform duties effectively and efficiently for the purpose of supporting and contributing to high student achievement. * Provide program support and service delivery; communicate effectively within and across teams and participate in cross-functional work groups. * Maintain a commitment to the District mission; model District expectations through personal leadership and actively support the efforts of others to achieve District goals. MAJOR RESPONSIBILITIES AND DUTIES Facility Services Support * Provide administrative and secretarial support to the Executive Director of Facility Services. * Handle routine inquiries to ensure a high level of service and responsive, knowledgeable support for employees and their supervisors. * Schedule meetings and conference rooms and prepare agendas as requested; attend meetings as assigned for the purpose of taking minutes and gathering information required to perform functions. * Process personnel time records including leave requests and reports; compile, review, and verify time records and calendars for department. * Maintain physical and computerized departmental documents, files, and records for the purpose of providing up-to-date reference and audit trail for compliance. * Answer incoming calls, take reliable messages, and route to appropriate staff. * Serve as liaison with internal and external parties; respond to public concerns and complaints; provide information and direction and facilitate communication among parties to resolve issues. * Maintain a schedule of meetings and appointments for the assigned function lead. * Maintain inventories of departmental supplies and materials; order supplies as needed. * Work on special assignments, projects, and programs as directed. * Coordinate departmental activities as directed. Accounting * Perform routine bookkeeping tasks and maintain department budget records. * Prepare and process department purchase orders and payment authorizations. * Maintain annual budgets and balancing the expenditure budget, maintain budget forecasting as it relates to the department for the District. * Assist with development and maintain annual budgets and balance the expenditure budget as it relates to the department projects and expenditures. * Maintain financial data reporting and forecasting to other departments as it relates to the department expenditures. * Prepare travel and hotel arrangements following established guidelines and process expense receipts for reimbursement. * Perform cost accounting activities, bank reconciliation, or accounting for grant expenditures. * Review and verify accuracy of journal entries, accounting methods, and procedures. Reports and Correspondence * Prepare items for board meetings; compile, review, and edit department items for inclusion in board packet. * Prepare required federal, state, and local reports; prepare correspondence, forms, manuals, schedules, and contracts as assigned; copy and distribute reports, documents, and information as required. * Create and deploy district level processes and procedures for effectiveness and efficiency in the function. * Prepare correspondence, forms, and reports according to District standards and requirements. * Receive, prioritize, and reroute incoming mail and other documents; prepare outgoing mail. Policy, Reports, and Law * Maintain confidentiality. * Develop and maintain systems for retrieval of information in support of all programs; compile, maintain, file, and secure all physical and computerized reports, records, and other required documents. * Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current professional research. * Comply with all policies, operating procedures, legal requirements, and verbal and written directives. * Comply with the Professional Code of Ethics and Standard Practices for Texas Educators. * Follow District safety protocols and emergency procedures. * Perform other related duties as assigned. QUALIFICATIONS: Education/Certification: * High School Diploma or equivalent * Associates Degree (preferred) Experience: * Three (3) years or more advanced clerical experience with extensive customer service SPECIAL KNOWLEGDGE/SKILLS/ABILITIES: * Knowledge of school district organization, operations, and administrative policies * Ability to read and comprehend instructions, correspondence, and memos * Ability to make independent decisions regarding planning, organizing, and scheduling * Excellent public relations, organization, communication, and interpersonal skills * Ability to use software to develop spreadsheets, perform data analysis, and do word processing * Ability to multi-task numerous complex administrative activities _________________________________________________________________________________________________ SUPERVISORY RESPONSIBILITES: * None _____________________________________________________________________ MENTAL/PHYSICAL DEMANDS AND ENVIRONMENTAL FACTORS: Tools/Equipment Used: * Standard office equipment including personal computer and peripherals Posture: * Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting Motion: * Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching Lifting: * Occasional light to moderate lifting and carrying (less than 44 pounds) Environment: * Work to be completed on-site from assigned school or building; regular exposure to noise and computer monitors * No remote work * Occasional districtwide travel Mental Demands: * Work with frequent interruptions; maintain emotional control under stress work; prolonged or irregular hours

Job Title: Specialist Wage/Hour Status: Non-Exempt Job Role: Business III Funding Source: Local Pay Grade: PR 8 Department/School: Facility Services Function: Business Reports to: Executive Director of Facility Services HR Date Approved: May 2021 HR Date Revised: April 2024 SUMMARY: Work under minimum supervision to provide advanced clerical services to the Executive Director of Facility Services. Handle confidential information and engage in frequent contact with all levels of District employees, outside agencies, and the general public. Provide support for daily Facility Services operations. Handle routine Facility Services inquiries and provide responsive and knowledgeable assistance to employees. Receives, processes, and maintains files and records for administrative applicants and employees of the District. The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description. · Model KISD core organizational beliefs and values; perform duties effectively and efficiently for the purpose of supporting and contributing to high student achievement. · Provide program support and service delivery; communicate effectively within and across teams and participate in cross-functional work groups. · Maintain a commitment to the District mission; model District expectations through personal leadership and actively support the efforts of others to achieve District goals. MAJOR RESPONSIBILITIES AND DUTIES Facility Services Support · Provide administrative and secretarial support to the Executive Director of Facility Services. · Handle routine inquiries to ensure a high level of service and responsive, knowledgeable support for employees and their supervisors. · Schedule meetings and conference rooms and prepare agendas as requested; attend meetings as assigned for the purpose of taking minutes and gathering information required to perform functions. · Process personnel time records including leave requests and reports; compile, review, and verify time records and calendars for department. · Maintain physical and computerized departmental documents, files, and records for the purpose of providing up-to-date reference and audit trail for compliance. · Answer incoming calls, take reliable messages, and route to appropriate staff. · Serve as liaison with internal and external parties; respond to public concerns and complaints; provide information and direction and facilitate communication among parties to resolve issues. · Maintain a schedule of meetings and appointments for the assigned function lead. · Maintain inventories of departmental supplies and materials; order supplies as needed. · Work on special assignments, projects, and programs as directed. · Coordinate departmental activities as directed. Accounting · Perform routine bookkeeping tasks and maintain department budget records. · Prepare and process department purchase orders and payment authorizations. · Maintain annual budgets and balancing the expenditure budget, maintain budget forecasting as it relates to the department for the District. · Assist with development and maintain annual budgets and balance the expenditure budget as it relates to the department projects and expenditures. · Maintain financial data reporting and forecasting to other departments as it relates to the department expenditures. · Prepare travel and hotel arrangements following established guidelines and process expense receipts for reimbursement. · Perform cost accounting activities, bank reconciliation, or accounting for grant expenditures. · Review and verify accuracy of journal entries, accounting methods, and procedures. Reports and Correspondence · Prepare items for board meetings; compile, review, and edit department items for inclusion in board packet. · Prepare required federal, state, and local reports; prepare correspondence, forms, manuals, schedules, and contracts as assigned; copy and distribute reports, documents, and information as required. · Create and deploy district level processes and procedures for effectiveness and efficiency in the function. · Prepare correspondence, forms, and reports according to District standards and requirements. · Receive, prioritize, and reroute incoming mail and other documents; prepare outgoing mail. Policy, Reports, and Law · Maintain confidentiality. · Develop and maintain systems for retrieval of information in support of all programs; compile, maintain, file, and secure all physical and computerized reports, records, and other required documents. · Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current professional research. · Comply with all policies, operating procedures, legal requirements, and verbal and written directives. · Comply with the Professional Code of Ethics and Standard Practices for Texas Educators. · Follow District safety protocols and emergency procedures. · Perform other related duties as assigned. QUALIFICATIONS: Education/Certification: · High School Diploma or equivalent · Associates Degree (preferred) Experience: · Three (3) years or more advanced clerical experience with extensive customer service SPECIAL KNOWLEGDGE/SKILLS/ABILITIES: · Knowledge of school district organization, operations, and administrative policies · Ability to read and comprehend instructions, correspondence, and memos · Ability to make independent decisions regarding planning, organizing, and scheduling · Excellent public relations, organization, communication, and interpersonal skills · Ability to use software to develop spreadsheets, perform data analysis, and do word processing · Ability to multi-task numerous complex administrative activities _________________________________________________________________________________________________ SUPERVISORY RESPONSIBILITES: · None _____________________________________________________________________ MENTAL/PHYSICAL DEMANDS AND ENVIRONMENTAL FACTORS: Tools/Equipment Used: · Standard office equipment including personal computer and peripherals Posture: · Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting Motion: · Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching Lifting: · Occasional light to moderate lifting and carrying (less than 44 pounds) Environment: · Work to be completed on-site from assigned school or building; regular exposure to noise and computer monitors · No remote work · Occasional districtwide travel Mental Demands: · Work with frequent interruptions; maintain emotional control under stress work; prolonged or irregular hours

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.