Senior Financial Analyst - Cost Accounting - (Hybrid)
Lead finance analyst job at CareFirst BlueCross BlueShield
**Resp & Qualifications** **PURPOSE:** This position serves as a key liaison between the Cost Accounting/Finance function and the other divisions throughout the organization. This role is responsible for analyzing data, performs various Cost Accounting functions requiring knowledge of the theory and practice of recording, classifying, examining, and analyzing corporate data and financial transactions of the organization. This position also provides financial support to the business, through analysis of cost accounting documents and results; and interacts regularly with business owners, data suppliers, and other finance division teams. This role is responsible for optimizing accounting systems and processes, enhancing reporting capabilities and ensuring accurate and efficient financial operations. Additionally, this role helps prepare and produce statutory and financial reports for regulatory bodies and internal stakeholders, along with analyzing financial trends, validating data accuracy, and ensuring compliance with internal and external audit requirements. This role collaborates with other Finance departments to define reporting specifications, methods, and timelines, prioritizing requests to meet regulatory deadlines in compliance with Generally Accepted Accounting Principles (GAAP), Federal Acquisition Regulations (FAR), and Cost Accounting Standards (CAS).
**ESSENTIAL FUNCTIONS:**
+ Prepares various financial reports for inclusion in consolidated financial reports and the corporate financial planning calculations.
+ Analyze financial trends, verify data accuracy, and collaborate with other stakeholders to define reporting specifications, methods, and procedures.
+ Provides required documentation for internal and external audit requests.
+ Identify trends, risks, and opportunities through data analysis and recommended actionable solutions.
+ Ensure compliance with GAAP, Statutory regulations, CAS, FAR, internal policies, and audit requirements.
+ Responds to manager, director, and executive inquiries, handles special requests, and research complex accounting topics and projects. Communicate with corporate management on accounting/financial processes and regulatory requirements. Prepare financial data for presentation to upper management. Coordinates, reviews, and analyzes quarterly and annual financial report submissions to ensure corporate compliance with applicable regulations, laws, or guidelines. Gathers, compiles, and interprets information collected through financial analyses to identify trends and provide insight for decision making.
+ Develops, coordinates, and verifies data for statutory filings. Creates specifications for generating regulatory statistics and develops procedures for accurate calculation and presentation of results.
**SUPERVISORY RESPONSIBILITY:**
Position does not have direct reports but is expected to assist in guiding and mentoring less experienced staff. May lead a team of matrixed resources.
**QUALIFICATIONS:**
**Education Level:** Bachelor's Degree in Accounting, Finance, related field or technical training OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.
**Licenses/Certifications Upon Hire Preferred:**
+ Certified Public Accountant (CPA)
**Experience:** 5 years experience in a finance, accounting or an analytical role within finance sector or quantitative analysis.
**Preferred Qualifications:**
+ CPA or MBA strongly preferred. Healthcare insurance industry experience strongly preferred.
**Knowledge, Skills and Abilities (KSAs)**
+ Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
+ Proficient with financial analysis software (i.e., Delphi Technology, Oracle E-Business Suite Financials, Longview).
+ Proficient with database entry and query software.
+ Excellent communication skills both written and verbal.
+ Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.
**Salary Range:** $66,888 - $132,847
**Salary Range Disclaimer**
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements).
**Department**
Operational and Management
**Equal Employment Opportunity**
CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
**Where To Apply**
Please visit our website to apply: *************************
**Federal Disc/Physical Demand**
Note: The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs.
**PHYSICAL DEMANDS:**
The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted.
**Sponsorship in US**
Must be eligible to work in the U.S. without Sponsorship
\#LI-CB1
REQNUMBER: 21549
Finance Analyst Senior | Remote
Minneapolis, MN jobs
Under general direction, the Finance Analyst Senior is responsible for carrying out tasks within a specific Finance functional area (e.g., accounting, reinsurance, planning or risk). The Finance Analyst Senior handles routine to complex matters. Specific tasks can include preparing required financial reports, creating accounting journal entries and posting to ledger systems, prepare general ledger reconciliations, assist in the planning process, bill and collect from external parties and intercompany affiliates.
What you do:
Reporting & Analysis:
* Prepare general ledger reconciliations, accounting and financial reports for management, government and regulatory agencies
* Interpret accounting data, analyze reports and recommend appropriate actions to be taken
* Analyze and interpret new accounting principles as established by regulatory bodies (e.g., FASB, NAIC, AICPA, SEC and Allianz)
* Support financial audits
* Compile monthly plan vs actuals for revenue and expenses and prepare quarterly analysis over the balance sheet
* Prepare slides, summaries, and talking points for the quarterly close meetings
* Prepare and present the quarterly financial results, including plan vs actual performance during the close meetings
* Prepare the forecast and plan and work closely with department leaders
Transactions:
* Complete the monthly, quarterly, and annual close process to ensure timely, accurate, and compliant financial statements
* Prepare, review, and analyze journal entries, account reconciliations, accruals and variance explanations
* Complete accounting worksheets, journal entries, controls and reports in accordance with GAAP, Statutory and IFRS Accounting Procedures for the insurance industry
* Partner with cross-functional teams to gather financial data, validate transactions, and resolve discrepancies
* Bill and collect from intercompany affiliates and external parties; proactively identify collection issues and recommend effective solutions
Projects & Initiatives:
* Drive process improvements within immediate team and Finance department
* Participate in company-wide projects and initiatives as needed
* Utilization of artificial intelligence tools and resources (e.g. generative AI)
What you bring:
* 4-5 years of experience required; Demonstrated experience in casualty insurance and/or reinsurance, accounting or finance. Proficiency with Microsoft Office suite of products and ability to navigate multiple systems, including accounting/sub-ledger.
* Four-year degree in Accounting, Finance, Business or related or equivalent relevant work experience.
* You must be legally authorized to work in the US and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.
* Limited domestic and/or international travel may occur.
Job Posting range: $88,000.00 to $110,000.00
Note the job posting range is exclusive of company benefits or other compensation. This role is also eligible for an annual incentive program. If you are hired, your final base salary will be determined based on factors such as geographic location, experience, skills, competencies, and/or education. In addition to those factors, we will also consider internal equity of our current employees. Please keep in mind that the range provided is the full base salary range for the role. Hiring at or near the maximum of the range would not be typical to allow for future and continued salary growth.
87465 | Finance & Accounting | Professional | Non-Executive | Allianz Reinsurance | Full-Time | Permanent
What we offer:
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow.
Senior Financial Analyst, FP&A
Emeryville, CA jobs
Prefer candidates from the San Francisco Bay Area; however, can be a fully remote position with the expectation that the candidate will work in the Emeryville office at least two days a month.
The Senior Financial Analyst will join the Financial Planning and Analytics team and play an integral role in the development, accumulation, and evaluation of key elements necessary to assess organizational spend. The Senior Analyst partners with business leaders on monthly cost variance reports (Actuals vs. Plan, Actuals vs. Forecast) and the companywide expense model. This position works closely with cross-functional peers and management partners to gather all relevant data required as part of day-to-day activities.
JOB DUTIES & RESPONSIBILITIES
Maintain and enhance driver-based, auditable expense planning models, integrating these into National MI's operating practices by working closely with management in other business areas (Sales, Operations, Marketing, Corporate Finance and Accounting).
Partner with business leaders to bridge the gap between operational activities and financial performance, transforming discussions into tangible financial forecasts and actionable insights.
Develop and monitor annual operating budgets and reforecasts throughout the planning cycles.
Analyze, interpret and communicate cost and expense variances against plan and forecast during the monthly reporting process.
Support the monthly Actual expense reporting process by analyzing, interpreting and communicating cost and expense variances.
Support the monthly expense close process with accruals and reclass entries.
Maintain recurring financial reports utilizing advanced financial modeling and rigorous analytics.
Maintain and enhance the Company's financial planning tool (Workday Adaptive), to increase efficiencies and productivity.
Collect, analyze and prepare financial information for the board of directors.
Provide guidance to cost center owners on expense coding related to invoices, Concur, and journal entries.
Champion best‐practices and implement process improvement opportunities that drive productivity and accuracy.
Build and maintain strong relationships throughout the organization.
Perform ad hoc responsibilities, as needed.
SKILLS & KNOWLEDGE
Bachelor's degree or higher in related field (accounting, finance, economics or other quantitative discipline) or equivalent experience.
Minimum of five years of financial modeling and related experience.
Accounting/FP&A background, with experience reading and interpreting financial statements. Certified Public Accountant (CPA) a plus.
Experience as a Finance business partner with an understanding of how managers use financial and operational information to make better business decisions.
Ability to clearly explain financial concepts to non-finance individuals.
Highly self-directed and curious with an enthusiastic approach to solving complex problems and process improvement.
Organized and detail oriented with ability to manage financial processes and the capacity to implement control procedures.
Team player with strong interpersonal skills and sound business judgment.
Ability to proactively gather and synthesize data from internal and/or external sources, and guide the analysis of complex issues.
Advanced user in MS Excel, including VBA macros and Excel Add-ins, and proficient in PowerPoint.
Experience with Adaptive Planning or other planning software experience a plus.
Excellent written and verbal communication skills.
Ability to work in a fast-paced and changing environment while delivering on tight deadlines.
Base Salary: $95,000 - $122,000
*Posted Base Salary Range applies to current posting and may change in the future. The posted Base Salary Range may vary for key factors including, but not limited to, location, experience and skill set. Benefit eligibility includes healthcare, life and disability insurance, 401(k), monthly allowance, 20 days of PTO, 10 paid Holidays, and bonus and equity potential. Additional benefit offerings may be found at ********************************************
National MI is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the National MI to comply with all applicable laws concerning the employment of persons with disabilities.
Financial Analyst, Financial Planning & Analysis
Remote
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
Provide analytics necessary to help business leaders manager their business units efficiently.
Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
BS/BA degree in Finance/Accounting required.
1 to 3 years of experience in Financial Planning and Analysis.
Strong organizational and decision-making skills.
Exceptional interpersonal/communication and business partnering skills.
Responsibilities
Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
Participate in monthly, quarterly, and yearly budget and forecast development.
Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
Produce ad hoc analysis and reports for executive management team.
Analyze business opportunities, research industry, market and company trends.
Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
Participate in the monthly quarterly and quarterly financial close process.
Perform all other duties assigned.
Qualifications
BS/BA degree in Finance/Accounting
1-3 Years of experience in a Financial Planning & Analysis or related role.
Experience in Financial Services preferred.
MS Office Suite; advanced understanding of Excel and modeling (required).
Experience working with large datasets is a plus.
Oracle GL or similar accounting GL understanding.
Experience with a financial reporting tool.
BI experience is a plus (Power BI, SQL, etc.)
We can recommend jobs specifically for you! Click here to get started.
Auto-ApplyWorkday Financial Systems Analyst
Remote
We are seeking a detail-oriented and proactive Workday Financial Systems Analyst to join our Financial Systems team. This role will support the ongoing configuration, maintenance, and optimization of Workday Financials modules, ensuring seamless system performance and alignment with business needs.
We're looking for someone who can make an immediate impact by leveraging their hands-on experience with Workday Financials modules. As a key member of the team, you'll collaborate with cross-functional stakeholders to troubleshoot issues, implement enhancements, and support existing functionality. Your contributions will help drive operational efficiency and enable strategic decision-making through accurate system functionality and reporting.
Essential Functions
Build and maintain functional configuration and features of the Workday Financials application including Core Financials (FDM), Accounting Center, Banking and Settlement, Suppliers, Prism Analytics
Monitor, diagnose and resolve issues with the finance integrations
Collaborate with stakeholders to understand requirements, configure, prototype and test Workday solutions for varying business problems
Optimize use of Workday and associated business processes by proactively identifying areas of opportunity for increased automation and efficiency
Evaluate the latest available features released by Workday to determine benefits to stakeholders
Assist in regression testing for Workday bi-annual update cross functionally across all stakeholders
Provide support and training of Workday Financials as required
Collaborate with stakeholders and Financial Systems team to prioritize and approve Workday change requests to align with finance strategic goals
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Skills & Abilities
3+ years Workday Financials administration experience (Core Financials, Accounting Center, etc)
Ability to communicate effectively with all levels of employees, departments and outside contacts
Excellent problem-solving and analytical skills
Analytical mindset with attention to detail
Experience in the Insurance industry is a nice to have
Education & Experience
Bachelor's degree in IT, Business, or related field is preferred
3-5+ Years Workday Financial administration, configuration, support, and maintenance for modules required
Experience with Prism Analytics, Workday Studio, Adaptive & Security required
AI & Digital Enablement
Lead the responsible integration of AI-powered tools to enhance decision-making, automate processes, and improve user experience.
Champion digital fluency by coaching staff and advisors on effective use of collaboration platforms (e.g., Zoom AI, Copilot, SharePoint).
Partner with enterprise technology teams to align on digital strategies, monitor tool effectiveness, and drive continuous improvement.
Base Salary Range: $95,000 - $115,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit *******************
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Auto-ApplyUnderwriting & Financial Analyst, Employee Benefits
Miami, FL jobs
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
At World Insurance, you'll be part of a collaborative team dedicated to delivering best-in-class financial and analytical support to employee benefits clients. This role offers the opportunity to deepen your expertise in underwriting and analytics and grow within the practice while playing a key role in helping employers make smarter benefits decisions.
Position Overview
World Insurance is seeking an experienced Employee Benefits Underwriting & Financial Analyst to join our Underwriting & Analytics team. In this role, you will analyze financial and contractual information for current and prospective clients ranging from fully insured to self-funded arrangements. You'll prepare financial deliverables, model renewals, evaluate utilization trends, and support client decision-making with data-driven insights. You'll work closely within a team of underwriters & financial analysts, while also collaborating with our service teams to deliver high-quality support to clients.
Key Responsibilities
Manage and prioritize analytical workflow to ensure accurate, timely deliverables.
Prepare and maintain financial dashboards for a book of business (clients typically 100-500 employees). Client funding arrangements may range from fully insured, level funded, and self-funded.
Conduct standard client analyses in alignment with the service calendar, including:
Market review analysis
Renewal rate and funding initial projections/modeling
Claims utilization review
Rate and contribution modeling
Benchmarking studies
Self-funded feasibility analysis
Technical review of group insurance contracts and financial arrangements
Follow established procedures to utilize systems such as BenefitPoint, PerfectQuote, and others.
Collaborate with subject matter experts, including Population Health Management, to deliver holistic client solutions.
Develop alternative plan strategies, models, and cost-reduction opportunities using analytical tools and templates.
Act as primary contact with carriers for marketing, quoting, and renewals; request, evaluate, and negotiate proposals.
Build and maintain excellent relationships with carrier partners.
Draft client-facing executive summaries, including findings, observations, and recommendations.
Prepare formal correspondence such as carrier renewal confirmations and client renewal letters.
Participate in the peer review process to ensure accuracy and quality.
Provide prospect and ad hoc analytical support as needed.
Perform other duties as assigned.
Qualifications
2-3+ years of experience in employee benefits, insurance, or a related field.
College degree or CEBS designation preferred.
Life & Health insurance license, or willingness to obtain within 90 days of hire.
Ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail.
Advanced proficiency in Microsoft Excel (formulas, modeling, formatting) with strong skills in Word and other MS Office tools such as Power BI.
Understanding and/or prior use of Claros, Blue Raven, or other actuarial modeling tools is ideal.
Technical experience with BenefitPoint, AI, Benefit Administration Systems, and Carrier Portals is preferred.
Strong analytical, problem-solving, and critical thinking abilities, with the ability to work with complex data and variables.
Excellent written, oral, and interpersonal communication skills.
Team-oriented, client-focused, and able to build effective working relationships with colleagues, carriers, and clients.
Commitment to staying current on industry trends, regulations, and emerging products.
Compensation:
This is a remote position. The base salary at the time of this posting may range from $80,000-$90,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-MA1
#LI-REMOTE
Auto-ApplyManager, Client Financial Operations
Charlotte, NC jobs
About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit ****************
Position Description:
This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts.
Position Responsibilities:
Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness
Submit journal entries, accruals, and adjustments as required
Track outstanding payments, follow up on overdue accounts, and implement collection strategies
Manage team of billing analysts, set performance goals, and ensure efficient workflows
Develop and refine billing procedures to enhance efficiency and reduce errors
Address client billing inquiries, resolve disputes, and improve client satisfaction
Work with finance, sales, and account management teams to align billing with overall business operations
Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance
Required Qualifications:
Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience
At least 3 years in billing, accounts receivable, or finance, with leadership experience
PBM/Health care experience (preferred)
Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets
Proficiency in billing software (SAP, QuickBooks, etc.)
Ability to challenge and improve existing processes through automation and redesign
Motivated team player with the ability to work in a fast-paced, forward-moving environment
Attention to detail & commitment to delivering high quality work
Ability to communicate internally and externally across multiple departments and at all corporate levels
Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner
Salary Range$95,000-$105,000 USD
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
Auto-ApplyManager, Client Financial Operations
Charlotte, NC jobs
About Judi Health Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: * Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
* Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
* Judi, the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit ****************
Position Description:
This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts.
Position Responsibilities:
* Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness
* Submit journal entries, accruals, and adjustments as required
* Track outstanding payments, follow up on overdue accounts, and implement collection strategies
* Manage team of billing analysts, set performance goals, and ensure efficient workflows
* Develop and refine billing procedures to enhance efficiency and reduce errors
* Address client billing inquiries, resolve disputes, and improve client satisfaction
* Work with finance, sales, and account management teams to align billing with overall business operations
* Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance
Required Qualifications:
* Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience
* At least 3 years in billing, accounts receivable, or finance, with leadership experience
* PBM/Health care experience (preferred)
* Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets
* Proficiency in billing software (SAP, QuickBooks, etc.)
* Ability to challenge and improve existing processes through automation and redesign
* Motivated team player with the ability to work in a fast-paced, forward-moving environment
* Attention to detail & commitment to delivering high quality work
* Ability to communicate internally and externally across multiple departments and at all corporate levels
* Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner
Salary Range
$95,000-$105,000 USD
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
Senior Financial Manager
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
* Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
* Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members.
* Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
* Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results.
* Interpret and summarize results and trends for Senior Leadership.
* Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents.
* Prepare and review materials to senior leadership summarizing issues and communicating solutions.
* Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes.
* Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
* Develop and perform testing of economic models.
* Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
* Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR.
* Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement.
* Independently prepare presentations regarding new business initiatives with minimal guidance.
* Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
* Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.
* Coordinate development of new accounting processes and procedures, as needed.
* Assist in risk management governance and business continuity planning processes as necessary.
Functional Skills
* Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
* 5-7 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity.
* Proven ability to simplify and communicate complex financial data for executive stakeholders.
* Strong modeling and forecasting skills, with advanced proficiency in Excel.
* Experience with financial systems, reporting tools, and SQL or equivalent query tools.
* Demonstrated ability to manage multiple priorities in a fast-paced environment.
* Excellent verbal and written communication skills, including experience preparing executive-level presentations.
Preferred Qualifications
* Experience in strategic planning, M&A, or investment analysis.
* Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning.
* Track record of supporting senior leadership in high-stakes financial decisions.
Key Attributes for Success
* Strong business acumen with the ability to connect financial insights to operational and strategic decisions.
* Confident communicator, skilled at engaging with executive and cross-functional stakeholders.
* Critical thinker who can assess complex financial challenges and develop practical solutions.
* Proactive leader who inspires collaboration, accountability, and continuous improvement.
* Highly organized with strong time management skills to balance multiple high-impact projects.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplySenior Financial Analyst
Washington, DC jobs
**ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**JOB DESCRIPTION**
This role will report into the Finance Manager and will maintain and distribute existing reporting and analysis related to financial and operational metrics. The
primary responsibilities include:
+ Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.
+ Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries
+ Retrieves and organizes data into required reporting formats Improve upon existing reporting as requested by management, which include working with systems such as Oracle Financial, Hyperion, Excel (Smartview), etc.
+ Research, identify and communicate key variances relating to financial and operational metrics
+ Provide ad-hoc financial and operational analysis to support business decisions
+ Participate in annual budget process and monthly forecasting processes
+ Provide support within the Finance department as needed
**Qualifications:**
+ Bachelor's degree in Accounting & Finance required
+ 5 years of finance and accounting experience
+ Strong analytical and problem-solving skills
+ High degree of accuracy with a good eye for detail
+ Advanced knowledge in Microsoft Excel
+ Experience with Oracle and Hyperion is a plus
+ Strong organizational, verbal and written communication skills
+ Knowledge of Insurance Broker/Insurance Industry is a plus
+ Ability to work under pressure to meet deadlines
+ Self-motivated and proactive
+ Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment
+ Must have some flexibility of work hours and have the ability to potentially put in extra hours during peak time
**JOIN OUR TEAM**
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join **HUB International** , you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $80,000 to $100,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include_ _health/dental/vision/life/disability_ _insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._
Department Accounting & Finance
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Oliver Wyman - Analyst - Financial Services Quantitative Analytics (FSQA)
Raleigh, NC jobs
Company:Oliver WymanDescription:
Job title: Analyst - Financial Services Quantitative Analytics (FSQA)
Office/region: Raleigh, NC
Eligibility: Class of 2026; Permanent US work authorization or students eligible under STEM OPT extension (up to 3 years)
About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit *******************
Team overview:
Oliver Wyman's Financial Services Quantitative Analysis (FSQA) team is a dynamic, fast-growing team of quantitative analytics specialists. We bring sophisticated analytics capabilities including machine learning and generative AI to bear on business-critical problems for our clients predominantly in the financial services industry.
Clients hire us for our depth of insight and expertise; expertise that comes from a combination of specialized domain knowledge and deep data science and engineering capabilities. The current focus area for our Raleigh team is on solving quantitative problems for the Financial Services industry, but there are also opportunities to serve clients in other industries on topics like Supply Chain Management analytics.
We combine analytical rigor with a relentless focus on client impact. We are passionate about developing our people and support your career progression, including a path to Partner. We are looking for candidates who are excited to work in an entrepreneurial environment, focused on delivering impact through analytics.
The role:
Working with us offers excellent career and growth opportunities for highly motivated college graduates from quantitative disciplines with some exposure to data analytics and model development.
This is a client-facing, project-based analytics role, and some travel to client sites is to be expected as part of building client relationships and setting projects on a solid foundation, but most of our work can be conducted from Raleigh. We will make flexible working hours and market leading work life balance a priority considering your individual needs.
The ideal candidates will possess strong technical skills, capability to work in teams, deliver pieces of work efficiently and under high quality standards and have an open and flexible mindset.
Responsibilities will include:
You will work as part of our small, fast-growing team, in coordination with other Oliver Wyman teams and clients across the globe
You will work with large and complex data sets producing customized analyses and advanced models using statistical techniques for the client's needs
You will be given ownership of the model development from start to finish with guidance from experienced managers
You will work on summarizing, presenting and documenting the performed analyses and features of the developed solutions in client-ready formats
Required skills and experience:
Working towards a Bachelor's or Master's degree in a quantitative discipline, e.g. Mathematics, Statistics, Physics, Economics, Data Science, Computer Science or Engineering
Strong analytics and communication skills
Strong coding skills in one or several common languages, i.e. Python, SQL, R
Experience in advanced analytics and data manipulation
Familiarity with generative AI models
Experience working effectively and collaboratively in a team, while being sufficiently self-directed to meet deadlines and produce high-quality output when working independently
Be able to find innovative, practical and flexible solutions to business issues
Excellent command of English language (verbal and written)
The ideal candidate will also have some previous specific experience (through internships or course work) in one or more of our current domain focus areas:
Financial services: e.g. credit risk measurement, market risk measurement, liquidity management, stress testing, financial modelling, model validation, derivatives pricing
Supply Chain analytics: e.g. demand forecasting, network optimization, operations planning
This role is located in Raleigh, NC. Our other office locations are not options for this role.
*
Please note: Earliest start dates for this role will range from mid-summer to late fall of 2026.
Start dates are assigned based on business need.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Auto-ApplyConstruction Surety Underwriter / Financial Analyst
Charlotte, NC jobs
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$89,800.00 - $148,300.00
**Target Openings**
1
**What Is the Opportunity?**
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
**What Will You Do?**
+ Manage the profitability, growth, and retention of an assigned book of business.
+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
+ Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
+ Identify and capture new business opportunities using consultative marketing and sales skills.
+ Develop and execute individual agency sales plans that align with the team's sales plans to drive success.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree.
+ Three to five years of applicable underwriting experience.
+ Working knowledge of products, the regulatory environment, and local market conditions.
+ Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
+ Communication skills with the ability to successfully negotiate with agents and brokers.
**What is a Must Have?**
+ Two years of underwriting, product knowledge, financial analysis, or risk assessment experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Construction Surety Underwriter / Financial Analyst
Charlotte, NC jobs
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Job Category
Underwriting
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$89,800.00 - $148,300.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.
What Will You Do?
* Manage the profitability, growth, and retention of an assigned book of business.
* Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.
* Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
* Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
* Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
* Identify and capture new business opportunities using consultative marketing and sales skills.
* Develop and execute individual agency sales plans that align with the team's sales plans to drive success.
* Perform other duties as assigned.
What Will Our Ideal Candidate Have?
* Bachelor's degree.
* Three to five years of applicable underwriting experience.
* Working knowledge of products, the regulatory environment, and local market conditions.
* Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
* Communication skills with the ability to successfully negotiate with agents and brokers.
What is a Must Have?
* Two years of underwriting, product knowledge, financial analysis, or risk assessment experience.
What Is in It for You?
* Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
* Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
* Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
* Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
* Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit *********************************************************
Senior Financial Analyst - Distribution
Baltimore, MD jobs
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Senior Financial Analyst role serves as a business partner and financial steward for the Transamerica's Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). The Sr Financial Analyst partners with sales leaders and other key stakeholders to deliver organic opportunities to grow sales/revenue, improve agent productivity & activation, enhance expense efficiency, and measure financial and operational effectiveness of sales and marketing initiatives. Promotes a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes. Participates in select special projects around financial governance and key agent value offerings to drive immediate and meaningful impacts to the distribution organization.
Responsibilities:
* Serve as a business partner for WFG and TFA
* Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
* Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends
* Conduct financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
* Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments
* Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components
* Partner with WFG & TFA sales leaders on development and execution of annual plan
* Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
* Determines appropriate methodology to prepare information for use by others
* Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
* Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
* Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
Qualifications:
* Bachelor's degree in Accounting or Finance and/or equivalent work experience.
* Minimum of 5 years experience, with degree.
* Advanced MS Excel/PowerPoint Power.
Preferred Qualifications:
* Professional experience with a retail Broker-Dealer and/or Insurance/Annuity distribution organization
* Product knowledge for retail individual investors in mutual funds, life insurance, variable annuities, separately managed accounts and familiar with client suitability
* Knowledgeable in GAAP / IFRS Accounting treatment
* Direct experience in driver based financial modeling of multi-year operating results
* Exceptional ability to concisely communicate complex analysis to a management audience
* Assess and maintain prioritization of deliverables
* Provide independent assessment of business performance
* Proven ability to establish routines with business partners for efficient and effective decision making
* Effectively operate in a matrix operating structure
Working Conditions:
* Hybrid (Tuesday - Thursday)
* Fast paced deadline-driven office environment, occasional travel.
The Salary for this position generally ranges between $78,000 - $93,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyTax Senior Analyst
Charlotte, NC jobs
**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@crcgroup.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings.
**KEY RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Prepare federal, state and local corporate tax returns and informational reporting.
+ Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US.
+ Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
+ Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements.
+ Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
+ Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws
+ Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually
+ Research state and local tax issues including nexus determinations
+ Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions.
**EDUCATION AND EXPERIENCE**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred.
+ Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment.
+ Experience with tax research and tax planning.
+ Experience with Thomson Reuters ONESOURCE and Checkpoint
**CERTIFICATIONS, LICENSES, REGISTRATIONS**
+ Certified Public Accountant (CPA) or equivalent certification (preferred).
**FUNCTIONAL SKILLS**
+ Proficiency in tax software and Microsoft Office Suite.
+ Excellent analytical and problem-solving skills.
+ Strong communication and interpersonal skills.
+ Ability to manage multiple projects and meet deadlines.
+ Detail-oriented with a high level of accuracy.
**General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
**_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._**
EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
Tax Senior Analyst
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Prepare federal, state and local corporate tax returns and informational reporting.
* Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US.
* Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
* Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements.
* Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
* Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws
* Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually
* Research state and local tax issues including nexus determinations
* Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred.
* Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment.
* Experience with tax research and tax planning.
* Experience with Thomson Reuters ONESOURCE and Checkpoint
CERTIFICATIONS, LICENSES, REGISTRATIONS
* Certified Public Accountant (CPA) or equivalent certification (preferred).
FUNCTIONAL SKILLS
* Proficiency in tax software and Microsoft Office Suite.
* Excellent analytical and problem-solving skills.
* Strong communication and interpersonal skills.
* Ability to manage multiple projects and meet deadlines.
* Detail-oriented with a high level of accuracy.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyTax Senior Analyst
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Tax Senior Analyst is responsible for the preparation and filing of tax returns, assisting with the quarterly tax provision, and conducting tax research. The Tax Senior Analyst will work closely with various departments to provide support and ensuring accurate and timely tax filings.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Prepare federal, state and local corporate tax returns and informational reporting.
Assist with the preparation of the quarterly and annual tax provision (current and deferred) for the relevant legal US.
Assist with income and indirect tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
Coordinate with external advisors and tax authorities to address tax issues and ensure compliance with state and local tax requirements.
Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
Assist with the preparation and filing of tangible personal property tax returns for multiple jurisdictions, ensuring compliance with state and local tax laws
Ensure timely and accurate payment of state and local taxes monthly, quarterly or annually
Research state and local tax issues including nexus determinations
Respond to inquiries and provide support for customer-related state tax issues, including exemption certificates, W-9, and taxability questions.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree in Accounting, Finance, or a related field required; Master's Degree preferred.
Minimum of 2-3 years of experience in tax compliance, preferably in a corporate environment.
Experience with tax research and tax planning.
Experience with Thomson Reuters ONESOURCE and Checkpoint
CERTIFICATIONS, LICENSES, REGISTRATIONS
Certified Public Accountant (CPA) or equivalent certification (preferred).
FUNCTIONAL SKILLS
Proficiency in tax software and Microsoft Office Suite.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to manage multiple projects and meet deadlines.
Detail-oriented with a high level of accuracy.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyBusiness Financial Manager - Entry Level (Maryland)
Fort Meade, MD jobs
Responsibilities Business Financial Managers work as part of a team that handles a wide range of budgetary tasks to effectively manage the total financial affairs of an organization, department, or program by executing financial transactions, performing regular cost analyses, and translating past, present, and proposed resource actions into meaningful and relevant budgetary information for their customers.
Responsibilities of a Business Financial Manager include, but are not limited to:
* Developing, planning, programming, and defending budgets.
* Integrating strategy, capability needs, requirement analysis, and performance requirements into the corporate planning and budgeting processes.
* Preparing budget documents that comply with relevant budget regulations, standards, and legislation.
* Administering, analyzing, and monitoring current budgets and expenditures for business decision making.
* Using financial principles to identify trends in data.
* Validating availability of funds.
* Preparing and monitoring procurement requisitions through to certification and execution.
* Preparing and presenting financial information to management.
* Networking and collaborating with counterparts across several different work roles and organizations, both inside and outside of NSA, to establish a financial profile and spend plan that supports the organization's priorities and requirements.
* Utilizing corporate financial databases and coordinating across organizational boundaries to plan, budget, and execute funding efficiently and accurately in accordance with financial regulations and mission objectives.
* Providing guidance, analysis, and support with regard to budgeting and current year funding execution activities to ensure that resources are appropriately accounted for in spend plans and executed in accordance with applicable resources management policies.
* Advising management on the regulatory aspects of resources management to avoid violations such as anti-deficiency and misappropriation of resources.
* Utilizing basic office technology resources to include a high level of spreadsheet usage.
Note: This is not a supervisory/management position.
Job Summary
NSA is seeking passionate Business Management and Acquisition professionals to work as Business Financial Managers (BFM).
Qualifications
The qualifications listed are the minimum acceptable to be considered for the position.
ENTRY/DEVELOPMENTAL
Entry is with a high school diploma or GED plus 4 years of relevant experience, or an Associate's degree plus 2 years of relevant experience, or a Bachelor's degree and no experience.
Degree must be in Business or a related field (for example, Accounting, Economics, Finance, Statistics, Mathematics, Business Administration, or Public Administration).
Experience must be in a business or finance related area (for example, analyzing/monitoring budgets and expenditures).
Competencies
The ideal candidate is someone who has a desire for continuous learning with strong problem-solving, communication (both oral and written), and interpersonal skills who is:
* Accountable
* Detail-oriented
* Able to adapt to changing requirements
* Able to manage multiple tasks and assignments
* Able to work effectively within teams across cross-functional areas in a professional and collaborative environment, with increasing level of independence
* Customer service focused
* Efficient at Microsoft Office suite of tools (Excel, PowerPoint, Word, Outlook)
Specialized knowledge and experience in any of the following is desired, but not required:
* Training in federal budgetary transactions
* Training in federal acquisition
* Developing a budget or financial plan for an organization, organizational unit, program, or expenditure/cost center
* Recording and analyzing financial data and transactions for legality, appropriateness, and accuracy in the federal environment
The following certifications are preferred, but not required:
* Certified in Business Financial Management under the Defense Acquisition Workforce Improvement Act (DAWIA).
* Certified in the Department of Defense Financial Management (DoD-FM)
The training to become certified in Business Financial Management under DAWIA and the DoDFM will be provided if not already held.
Pay, Benefits, & Work Schedule
Pay: Salary offers are based on candidates' education level and years of experience relevant to the position and also take into account information provided by the hiring manager/organization regarding the work level for the position.
Salary Range: $57,164 - $90,898 (Entry/Developmental)
Salary range varies by location, work level, and relevant experience to the position.
Training will be provided based on the selectee's needs and experience.
Benefits: NSA offers a comprehensive benefits package.
Work Schedule: This is a full-time position, Monday - Friday, with basic 8hr/day work requirement between 6:00 a.m. and 6:00 p.m. (flexible).
DCIPS Trial Period:
If selected for this position, you will be required to serve a two-year DCIPS trial period, unless you are a veterans' preference-eligible employee, in which case you are required to serve a one-year trial period. This trial period runs concurrently with your commitment to the position, if applicable. Before finalizing your appointment at the conclusion of your trial period, NSA will determine whether your continued employment advances the public interest. This decision will be based on factors such as your performance and conduct; the Agency's needs and interests; whether your continued employment would advance the Agency's organizational goals; and whether your continued employment would advance the efficiency of the Federal service.
Upon completion of your trial period, your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest.
If you do not receive certification for continued employment, you should receive written notice prior to the end of your trial period that your employment will be terminated and the effective date of such termination.
How to apply
The following four narrative questions provide an opportunity for you to highlight your dedication to public service for the hiring manager and agency leadership (or designee(s)). While your responses are not required and will not be scored, we encourage you to thoughtfully address each question. Please provide a response of 200 words or less to each question. You will be asked to certify that you are using your own words and did not use a consultant or artificial intelligence (AI) such as a large language model (LLM) like ChatGPT or Copilot. (Please attach in application)
1. How has your commitment to the Constitution and the founding principles of the United States inspired you to pursue this role within the Federal government? Provide a concrete example from professional, academic, or personal experience.
2. In this role, how would you use your skills and experience to improve government efficiency and effectiveness? Provide specific examples where you improved processes, reduced costs, or improved outcomes.
3. How would you help advance the President's Executive Orders and policy priorities in this role? Identify one or two relevant Executive Orders or policy initiatives that are significant to you, and explain how you would help implement them if hired.
4. How has a strong work ethic contributed to your professional, academic or personal achievements? Provide one or two specific examples, and explain how those qualities would enable you to serve effectively in this position.
Apply soonest, as job postings can close earlier than stated end dates due to changes in requirements. It is important to review and note the minimum qualifications, as only those applicants who meet the required qualifications will be contacted to continue the employment process. Please populate the resume tool to showcase any relevant work experience and education related to the position and answer any applicable screening questions. Information collected will be used to determine eligibility, and failure to provide accurate information may result in disqualification for this position.
A confirmation email will be sent after submission of the first application and also after any future updates to submitted applications. Due to time sensitive communications regarding applications, please ensure your spam filters are configured to accept email from noreply@intelligencecareers.gov. For job vacancies that include stated testing requirements, also include the following: @uwe.nsa.gov, @nsa.gov, and @pearson.com
U.S. Citizenship is required for all applicants. NSA is an equal opportunity employer and abides by applicable employment laws and regulations. All applicants and employees are subject to random drug testing in accordance with Executive Order 12564. Employment is contingent upon successful completion of a security background investigation and polygraph. Reasonable accommodations may be provided to applicants with disabilities during the application and hiring process where appropriate.
DCIPS Disclaimer
VETERANS AND TRANSITIONING SERVICE MEMBERS
Thank you for your service! The National Security Agency (NSA) is part of the Defense Civilian Intelligence Personnel System (DCIPS). All positions at NSA are in the Excepted Service under Title 10, United States Codes (U.S.C.), Section 1601 appointment authority.
Veterans' Preference
In accordance with the procedures provided in DoD Instruction 1400.25, Volume 2005, "DoD Civilian Personnel Management System: Defense Civilian Intelligence Personnel System Employment and Placement," NSA applies veterans' preference, as defined by Section 2108 of Title 5, U.S.C., to eligible candidates. If you are claiming veterans' preference, you are required to provide acceptable documentation of your preference eligibility upon application.
Acceptable documentation includes:
* DD-214: "Certificate of Release or Discharge from Active Duty," which shows dates of service and discharge under honorable conditions (Copy 4); OR
* Certification of Service:
A written document on letterhead from the appropriate branch of the armed forces that certifies the service member is expected to be discharged or released from active duty service in the armed forces under honorable conditions not later than 120 days after the date the certification is signed. The certification should include the military service dates, including the expected discharge or release date; AND
* Standard Form 15 (SF-15)
Application for 10-point Veteran Preference (********************************************
If you are claiming a service-connected disability of 30 percent or more, the documentation you provide must specifically demonstrate this level of disability; AND
* VA Letter of Disability (for 10pt and Sole Survivorship rating)
You may obtain a letter from the Department of Veterans Affairs reflecting your level of disability for preference eligibility by visiting a VA Regional Office, contacting a VA call center, or online (*******************************
Failure to provide sufficient documentation of veterans' preference eligibility may preclude NSA from identifying you as a preference eligible candidate during the hiring selection process.
Finance and Accounting Analyst - Entry Level (Maryland)
Fort Meade, MD jobs
Responsibilities As a Finance and Accounting Analyst at the NSA, you will process financial transactions to include computing entitlements such as pay, travel and contractor invoices. Responsibilities of a Finance and Accounting Analyst include, but are not limited to:
* Preparing vouchers to authorize payment
* Issuing checks or Electronic Funds Transfer payments
* Posting certified execution documents to the NSA Finance and Accounting system
* Analyzing financial transactions
* Certifying availability and accountability of funds as well as entitlement for payment of claims and invoices
* Preparing and certifying periodic reports on the status of appropriated funds
Strong preference given to applicants with a major in Finance or Accounting.
Job Summary
The National Security Agency employs a wide variety of business professionals who play a critical role in protecting our nation's security every day. The Audit, Accounting and Financial Services organization is responsible for all facets of financial reporting for the National Security Agency. We rely on the skills of our accounting and financial analysis professionals to support the internal infrastructure of a federal agency comparable in size and budget to Fortune 100 companies.
Qualifications
The qualifications listed are the minimum acceptable to be considered for the position.
Degree must be in Business or a related field (for example, Accounting, Finance, Business Administration).
Relevant experience must be in financial management (for example, accounts payable, accounts receivable, disbursements, reviewing and certifying funds, payroll and travel accounting).
ENTRY/DEVELOPMENTAL
Entry is with a high school diploma or GED plus 4 years of relevant experience, or an Associate's degree plus 2 years of relevant experience, or a Bachelor's degree and no experience.
Competencies
The ideal candidate is someone with a desire for continual learning and strong communication, problem-solving, analytic, and interpersonal skills, and using the Microsoft Office Suite.
Additional duties may include:
* Applying concepts and processes related to a finance-related transactional area (e.g., accounts payable, accounts receivable, disbursements, reviewing and certifying funds, payroll, travel).
* Independently initiating, monitoring, and completing tasks.
* Work with customers to clarify their needs and to determine how their needs can be met.
* Provide timely and accurate responses to requests for assistance, information, products, or services.
* Resolve customer concerns, problems, and complaints and provide timely feedback to customers on resolution.
* Use spreadsheet and relational database software, such as Microsoft Excel and Access.
Pay, Benefits, & Work Schedule
Pay: Salary offers are based on candidates' education level and years of experience relevant to the position and also take into account information provided by the hiring manager/organization regarding the work level for the position.
Salary Range: $57,164 - $90,898 (Entry/Developmental)
Salary range varies by location, work level, and relevant experience to the position.
Training will be provided based on the selectee's needs and experience.
Benefits: NSA offers a comprehensive benefits package.
Work Schedule: This is a full-time position, Monday - Friday, with basic 8hr/day work requirement between 6:00 a.m. and 6:00 p.m. (flexible). Core daily job duties must be done on location in the office located at Ft. Meade, MD
DCIPS Trial Period:
If selected for this position, you will be required to serve a two-year DCIPS trial period, unless you are a veterans' preference-eligible employee, in which case you are required to serve a one-year trial period. This trial period runs concurrently with your commitment to the position, if applicable. Before finalizing your appointment at the conclusion of your trial period, NSA will determine whether your continued employment advances the public interest. This decision will be based on factors such as your performance and conduct; the Agency's needs and interests; whether your continued employment would advance the Agency's organizational goals; and whether your continued employment would advance the efficiency of the Federal service.
Upon completion of your trial period, your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest.
If you do not receive certification for continued employment, you should receive written notice prior to the end of your trial period that your employment will be terminated and the effective date of such termination.
How to apply
The following four narrative questions provide an opportunity for you to highlight your dedication to public service for the hiring manager and agency leadership (or designee(s)). While your responses are not required and will not be scored, we encourage you to thoughtfully address each question. Please provide a response of 200 words or less to each question. You will be asked to certify that you are using your own words and did not use a consultant or artificial intelligence (AI) such as a large language model (LLM) like ChatGPT or Copilot. (Please attach in application)
1. How has your commitment to the Constitution and the founding principles of the United States inspired you to pursue this role within the Federal government? Provide a concrete example from professional, academic, or personal experience.
2. In this role, how would you use your skills and experience to improve government efficiency and effectiveness? Provide specific examples where you improved processes, reduced costs, or improved outcomes.
3. How would you help advance the President's Executive Orders and policy priorities in this role? Identify one or two relevant Executive Orders or policy initiatives that are significant to you, and explain how you would help implement them if hired.
4. How has a strong work ethic contributed to your professional, academic or personal achievements? Provide one or two specific examples, and explain how those qualities would enable you to serve effectively in this position.
Apply soonest, as job postings can close earlier than stated end dates due to changes in requirements. It is important to review and note the minimum qualifications, as only those applicants who meet the required qualifications will be contacted to continue the employment process. Please populate the resume tool to showcase any relevant work experience and education related to the position and answer any applicable screening questions. Information collected will be used to determine eligibility, and failure to provide accurate information may result in disqualification for this position.
A confirmation email will be sent after submission of the first application and also after any future updates to submitted applications. Due to time sensitive communications regarding applications, please ensure your spam filters are configured to accept email from noreply@intelligencecareers.gov. For job vacancies that include stated testing requirements, also include the following: @uwe.nsa.gov, @nsa.gov, and @pearson.com
U.S. Citizenship is required for all applicants. NSA is an equal opportunity employer and abides by applicable employment laws and regulations. All applicants and employees are subject to random drug testing in accordance with Executive Order 12564. Employment is contingent upon successful completion of a security background investigation and polygraph. Reasonable accommodations may be provided to applicants with disabilities during the application and hiring process where appropriate.
DCIPS Disclaimer
VETERANS AND TRANSITIONING SERVICE MEMBERS
Thank you for your service! The National Security Agency (NSA) is part of the Defense Civilian Intelligence Personnel System (DCIPS). All positions at NSA are in the Excepted Service under Title 10, United States Codes (U.S.C.), Section 1601 appointment authority.
Veterans' Preference
In accordance with the procedures provided in DoD Instruction 1400.25, Volume 2005, "DoD Civilian Personnel Management System: Defense Civilian Intelligence Personnel System Employment and Placement," NSA applies veterans' preference, as defined by Section 2108 of Title 5, U.S.C., to eligible candidates. If you are claiming veterans' preference, you are required to provide acceptable documentation of your preference eligibility upon application.
Acceptable documentation includes:
* DD-214: "Certificate of Release or Discharge from Active Duty," which shows dates of service and discharge under honorable conditions (Copy 4); OR
* Certification of Service:
A written document on letterhead from the appropriate branch of the armed forces that certifies the service member is expected to be discharged or released from active duty service in the armed forces under honorable conditions not later than 120 days after the date the certification is signed. The certification should include the military service dates, including the expected discharge or release date; AND
* Standard Form 15 (SF-15)
Application for 10-point Veteran Preference (********************************************
If you are claiming a service-connected disability of 30 percent or more, the documentation you provide must specifically demonstrate this level of disability; AND
* VA Letter of Disability (for 10pt and Sole Survivorship rating)
You may obtain a letter from the Department of Veterans Affairs reflecting your level of disability for preference eligibility by visiting a VA Regional Office, contacting a VA call center, or online (*******************************
Failure to provide sufficient documentation of veterans' preference eligibility may preclude NSA from identifying you as a preference eligible candidate during the hiring selection process.
Intermediate Financial Analyst
Baltimore, MD jobs
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.
Responsibilities
* Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
* Analyzes financial data and brings issues to the attention of the appropriate person.
* Determines appropriate methodology to prepare information for use by others.
* Participates in monthly accounting processes to ensure accuracy and completeness of financial records by preparing journal entries and performing general ledger reconciliations
* Interprets financial transactions and events for users who must make economic or business decisions.
* Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
* Develops financial reports/models for forecasting, trending and results analysis.
* Supports client reporting needs including client performance and compensation.
* Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
* Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
* Responsible for adherence to the company's framework of internal controls.
Qualifications
* Bachelor's degree in Accounting or Finance and/or equivalent work experience.
* Minimum 3 years of experience, with degree.
* Advanced computer skills.
Preferred Qualifications
* Working knowledge of financial area preferred (for example, investments, insurance products, premium).
* Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
* Work effectively individually and within a team; organizational and prioritization skills.
Working Conditions
* Hybrid (Tuesday - Thursday)
* Fast- paced deadline- driven office environment.
* Occasional Travel
The Salary for this position generally ranges between $62,500 - $75,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-Apply