Finance Advisor jobs at Cigna - 1129 jobs

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion. #J-18808-Ljbffr

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program

What are you looking for in your next opportunity-growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem-no experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE ) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into wealth management and sales leadership. Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. BL-1771-ADV-1025 Why Join Us? Top-tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed-Involve Risk-May Lose Value.

Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************

A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector. #J-18808-Ljbffr

Symetra has an exciting new opportunity to join us as aSr. Financial Reporting Specialist! About the role As a Sr. Financial Reporting Specialist, you will serve as a key individual contributor on Symetra's Investment Accounting & Reporting team, providing technical accounting and reporting expertise across a broad range of investment assets. You will partner closely with the Director to support regulatory and reporting updates, advise on complex transactions and new investment structures, ensure compliance with US GAAP and NAIC Statutory standards, and provide guidance on asset valuations and capital/RBC considerations. This role requires a proactive, analytical professional with strong technical knowledge and a collaborative approach to working across the organization. What you will do Research and provide practical guidance on accounting treatments for diverse asset types, including traditional investments, mortgage loans, private equity, alternative assets, derivatives, and new products or entity structures Advise leadership on accounting implications of new investments and emerging guidance. Deliver transaction advisory support on the implementation of new accounting standards in collaboration with the Investment Accounting Policy Specialist Serve as a trusted advisor to internal teams and stakeholders including Enterprise and Financial Reporting, Investment Advisors, Tax, and Actuarial by translating complex accounting concepts into actionable recommendations aligned with strategic objectives Assess the impact of regulatory and accounting developments on Investment Accounting and Reporting processes and ensure policies remain appropriate and effectively implemented Provide VIE and consolidation analysis on new limited partnership positions Prepare, review, and present technical memos and documentation related to accounting treatments and transactions Lead ad hoc projects, including the implementation of new accounting standards and other initiatives within Investment Accounting and Reporting Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales What we offer you Benefits and Perks We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $113,700 - $189,400 plus eligibility for the company annual bonus program. Who You Are: High School Diploma is required. BA/BS in Accounting or Finance with 5+ years of experience in public accounting and/or financial services, including broad exposure to investment accounting Strong technical accounting background, including advanced knowledge of US GAAP, working knowledge of NAIC Statutory accounting (IFRS a plus), and experience with technical accounting policy, advisory, or consulting; CPA or CPA-eligible preferred Experience preparing and reviewing financial statements and footnote disclosures, performing technical accounting research, and supporting accounting conclusions; VIE consolidation experience a plus Proven ability to manage projects such as implementing new accounting standards, with familiarity in internal controls over financial reporting and related documentation Excellent written and verbal communication skills, with the ability to collaborate across business units and levels Highly organized, self-directed, and adaptable professional with strong problem-solving skills and flexibility to meet deadlines during peak reporting periods We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit careers/ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE

Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIcbd134***********2-39196359

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment finance lead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned. Key Accountabilities Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies. Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting. Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc. Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment. Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff) To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution. Required Qualifications Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered 10+ years of relevant combined experience in finance, accounting and/or product development 5+ years direct management experience Preferred Qualifications Experience in finance and/or strategy in healthcare, insurance or managed care Direct experience and deep knowledge of Commercial health insurance business Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries Knowledge of applicable state and federal laws, particularly new laws related to health care reform Skills and Abilities Strong oral and written communication and presentation skills Self-directed and can develop and lead a technical team if needed Ability to analyze and interpret complex financial data Strong project management skills Strong drive for results and accountability Ability to articulate vision and strategy Creative problem-solving skills using innovative approaches Effective handling multiple complex projects with a high degree of engagement Demonstrated leadership and influencing skills with the ability to lead and drive change Strong strategic planning skill Demonstrated ability to build consensus across multiple constituencies, including Senior Management Collaborative management style and the ability to work with staff at all levels This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week. The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future. #J-18808-Ljbffr

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. Medica's Senior Financial Analyst (FA III) will report to the Corporate Finance Director and provide support for financial planning, budgeting and forecasting to drive data-informed decisions across the organization. Performs other duties as assigned. Key Accountabilities Assist in preparation of monthly, quarterly, and annual financial reports including variance analysis and key performance metrics Build and maintain financial models to support budgeting, forecasting and long-range planning Collaborate with cross-functional teams including Product / Segment Finance and Actuarial to ensure financial accuracy and alignment Monitor key performance indicators (KPIs) and provide variance analysis with actionable recommendations Identify process improvement opportunities and contribute to automation initiatives Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or equivalent experience in related field 5+ years of related experience within data analysis, financial reporting and forecasting Expert or advanced MS Excel skill and PowerPoint experience Preferred Qualifications Healthcare experience and healthcare economics knowledge are pluses Adaptability and fast learning ability. TM1 and/or SQL experiences desired Result driven and detail oriented with the ability to manage and collaborate multiple priorities in a fast-paced environment Analytical, decision-making, and organizational skills. Ability to synthesize complex data into actionable insights Strong interpersonal and communication skills This position is an Office role, which requires an employee to work onsite at our Minnetonka MN office, on average, 3 days per week. The full salary grade for this position is $70,200 - $120,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $70,200 - $105,315. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts. Assist in the calculation and reporting of liability treaty reinsurance amounts. Process Concur payments for various Reinsurers. Prepare Ad-hoc reports in excel as needed. Prepare other reconciliations as assigned. Providing additional support with special projects or Audit requests. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required. Minimum of one year experience in accounting/finance or related field. Strong verbal and written communication skills. Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness. Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously. Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

Perform financial analysis involving company expenses, income, and other business results based on past, present, and future operations. Research, analyze, and report fluctuations in financial and business results to identify trends and research variances; make recommendations to improve company performance and resolve issues Research, analyze, and report fluctuations between actual financial results compared to budgeted amounts to advise management on potential areas of cost impacts; make recommendations for corrective actions Assist in the preparation of company budgets and financial forecasts for the development of business plans Monitor and evaluate individual department expenses and identify any specific trends to assist in cost control Recommend changes to streamline accounting systems and processes to ensure maximum efficiency and appropriate utilization of resources Prepare reports that outline the company's financial position in the areas of income, expenses, and earnings to assist in financial decision-making Analyze and interpret various financial reports and statistics to management; make recommendations to ensure proper business decisions are made Job Specifications Typically has the following skills or abilities: Bachelor's degree in Accounting, Business or related field or equivalent experience 4+ years of financial analysis or related experience Demonstrated ability to conduct various types of analysis, including cost-benefit and alternative analysis Demonstrated ability to document, propose, negotiate and present approaches and solutions Proficient in spreadsheet applications and mainframe accounting systems Ability to visualize and create plans for future business outcomes and changes Thorough understanding of business implications, interdependencies and system interfaces Strong conflict management skills Proficient at facilitating meetings, and negotiating across all levels of the organization Ability to multi-task and work in a team environment Proven ability to effectively communicate information to a wide variety of technical and non-technical individuals or groups at all levels of the organization Regularly exercises discretion and independent judgment the in performance of his/her job duties Preferred Skills: FP&A Proficient with Excel Preferred Systems Experience: Oracle, Powerquery, PowerBI Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. As a part of the compensation package, this role may include eligible bonuses and commissions. For more information regarding VSP Vision benefits, please click here. Salary Ranges: $63,000.00 - $108,675.00 VSP Vision is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, gender, race, color, religion, sex, national origin, disability or protected veteran status. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws. Notice to Candidates: Fraud Alert - Fake Job Opportunity Solicitations Used to Collect Fees/Personal Information. We have been made aware that fake job opportunities are being offered by individuals posing as VSP Vision and affiliate recruiters.Click hereto learn about our application process and what to watch for regarding false job opportunities. As a regular part of doing business,VSPVision ("VSP")collects many different types ofpersonal information, including protected health information, about ouraudiences, includingmembers, doctors,clients, brokers, business partners,andemployees. VSP Vision employees will have access to this sensitive personal information and are subject to follow Information Security and Privacy Policies.

Symetra's Investment Accounting department has an exciting new opportunity to join us as aSenior Financial Reporting Analyst! About the role As aSenior Financial Reporting Analyst,you will be responsible for the accurate and timely reporting of investment-related financial data in accordance with both GAAP and Statutory reporting guidelines. You'll be working within the company's traditional investment portfolio, including fixed income securities, public equities, and other Schedule D assets. What you will do Participate in the company's accounting close and reporting cycles, including preparing journal entries, financial analytics, management reports, and reconciliations to ensure financial accuracy. Analyze complex investment transactions and ensure accurate accounting treatment in compliance with GAAP, statutory, and regulatory standards. Support the preparation of Schedule D and other statutory filings related to traditional assets. Collaborate with internal teams, external auditors, and Symetra's third-party vendor to resolve complex accounting and reporting issues. Work closely with GAAP and statutory reporting teams to ensure accurate financial disclosures and appropriate presentation. Research and document accounting issues, and assist in drafting and updating accounting policies and analyses. Support cash operations and cash custody deliverables. Identify areas for process improvement, contribute to special projects, and implement solutions in collaboration with project leads. Produce high-quality deliverables with minimal guidance, incorporating feedback to improve outcomes. Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales What we offer you Benefits and Perks We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $77,600 - $129,400 plus eligibility for the company annual bonus program. Who You Are: High School Diploma is required; A Bachelor's Degree or equivalent related experience preferred. Bring 5+ years of relevant experience with strong technical skills, solid engineering fundamentals, and the ability to manage and deliver high-quality work independently. Have built full systems end-to-end-including databases, APIs, and web UIs-through professional roles or personal projects, demonstrating ownership from initial design to deployment. Experience with Rust is a big plus! Excel at solving complex problems through structured analysis, creative thinking, and effective collaboration across functions. Communicate clearly with partners and leadership, showing curiosity, proactivity, and a commitment to continuous learning. Foster an inclusive, purpose-driven team culture and champion diversity, strong collaboration, and healthy cross-team relationships. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: careers Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. 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 mercer.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.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Company:MercerDescription: We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. This is a client-facing, Investment Consulting role that will work primarily with Mercer's Endowment and Foundation clients, a focus growth investment practice. We will count on you to: Work with clients' staff, investment committees, and boards to deliver a spectrum of investment advice and solutions. Analyze markets, investment managers, portfolios, and investment performance. Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients. Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice. Mentor junior colleagues in their career development. Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions. What you need to have: A bachelor's degree preferably in a field relevant to this position Pursuit of CFA charter 5-10 years of experience related to this position A proven history of excellent client service Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments Self-motivation and proven ability to work well in a team environment Ability to manage multiple priorities and work in a rapidly changing and dynamic environment Strong analytical, project management, and communication skills Mastery of detail while understanding the bigger picture Eagerness to learn and keep up to date with the investment industry and market conditions Adaptability and decisiveness Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint Ability and desire to manage, motivate, and mentor junior-level colleagues Preferred experience leading relationships with both large and small endowment and foundation clients What makes you stand out? Experience leading relationships with complex clients Demonstrable communication of both traditional and alternative investments to clients Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. 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 mercer.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.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Reagan Securities, Inc. (Reagan) is a partner-owned investment banking firm based in Atlanta, GA. Reagan focuses on the insurance distribution industry across, providing M&A advisory services to hundreds of the insurance distribution system's strongest players, including over 66 of the top 100 agents and brokers in the U.S. Reagan has advised on approximately 150 transactions in the last five years with an aggregate deal value of ~$14.0 billion. We are the leading advisor on the industry's premier and most complex transactions, giving us unique insight into various deal structures and terms. We are currently seeking to hire Summer Analysts. With approximately 30 transactions annually, summer analysts have the opportunity to contribute to live deals-and potentially see one or multiple through to close-during their internship. Summer Analysts will work on lean deal teams, getting direct exposure in working alongside Analysts, Associates, Vice Presidents, and Partners, providing support on the following: Sell-side Advisory Buy-side Advisory Debt and Equity Capital Raises Mergers A successful candidate will possess a unique blend of characteristics, including: Strong math / financial capabilities. An educational background in finance, accounting, economics, or engineering is preferred. Excel skills. The majority of work will involve using complex spreadsheets, requiring a high degree of comfort in creatively using Microsoft Excel. Strong analytical skills. An ability to analyze complex business and operational issues to arrive at resolutions effectively is critical to our work. Effective communication skills. Analysts must be able to communicate clearly in both written form and in client conversations. The ability to inform others and constructively engage in debate is crucial. A strong work. The desire to remain at the top of our industry drives our team to work hard. These qualities should position a candidate to make an immediate contribution while simultaneously learning investment banking skills and the needed competencies to grow professionally within Reagan. Reagan's corporate mission is to glorify God through excellence. If performance is excellent, there is potential for a full-time investment banking analyst position after graduation.