Finance Advisor jobs at Citizens Alliance - 1319 jobs
Private Client Financial Advisor - Poughkeepsie, NY
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Looking for a job?
Let Zippia find it for you.
Private Client Financial Advisor - Poughkeepsie, NY
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
Ernst & Young Advisory Services Sdn Bhd 4.7
San Francisco, CA jobs
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate San Francisco
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate
The opportunity
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real‑world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI‑powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally.
As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world‑class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high‑profile transactions.
You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub‑sectors.
Your key responsibilities
As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development.
Skills and attributes for success
Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions.
Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates.
Perform extensive financial analysis, valuation analysis and pro forma financial modeling.
Identify key issues and potential areas of valuation and transaction risk within engagements.
Perform In‑depth market‑sector and company‑specific research.
To qualify for the role, you must have
A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1‑2 years of related work experience.
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus.
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment.
Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in‑depth modeling.
Efficient use of research databases, and technical ability to analyze data.
Excellent interpersonal and relationship‑building skills with the ability to develop and maintain relationships at all levels of the organization.
You must either reside in or be in a commutable distance to your office location for this position.
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have
A proven record of excellence in investment banking with a focus on M&A transactions
Experience in or interest in the Technology sector
Knowledge of how to leverage firm‑approved AI tools in a business setting, including Microsoft Copilot.
What we look for
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time‑sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could be for you.
What we offer you
At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
#J-18808-Ljbffr
$150k-185k yearly 4d ago
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
San Francisco, CA jobs
A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
#J-18808-Ljbffr
$71k-104k yearly est. 2d ago
Analyst, Investment Banking
Alvarez & Marsal 4.8
New York, NY jobs
Analyst, Alvarez & Marsal Investment Banking
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As an Analyst in the Investment Banking group, you will gain experience in restructurings, M&A, and financialadvisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.
How you will contribute
Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research
Qualifications
Minimum of 1 year of investment banking at a financial analyst level REQUIRED (2 years are preferred)
An understanding or experience in distress/restructuring or M&A
Bachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5
Demonstrated quantitative, analytic and modeling skills
Highly developed written and oral communication skills
Knowledge of capital markets and investment banking products
Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)
Understanding/experience with credit analysis is a plus
Strong interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and attention to detail
High level of integrity
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $115,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-HH1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$115k-125k yearly 2d ago
Investment Analyst (looking for public accounting)
Robert Half 4.5
Dallas, TX jobs
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 2d ago
Head of Finance
Multiply Labs 3.1
San Francisco, CA jobs
Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all.
We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need.
To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn.
Position Overview
We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company.
Responsibilities: Strategic Finance
Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management.
Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence.
Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis.
Support strategic vendor and customer negotiations with financial analysis and scenario modeling.
Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability.
Develop long‑range financial plans and support strategic planning cycles.
Own preparation of financial materials for Board meetings, investor updates, and due diligence processes.
Responsibilities: Financial Planning & Analysis
Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management.
Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes.
Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs.
Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions.
Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning.
Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets.
Responsibilities: Accounting
Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting.
Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting.
Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting.
Own compliance with all applicable financial, tax, and regulatory requirements.
Oversee invoicing and collections, optimizing payment terms and cash management.
Support preparation of audited financial statements and coordinate with external auditors as needed.
Responsibilities: Cash Management
Manage cash flow forecasting, banking relationships, and investment of company funds.
Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization.
Responsibilities: Purchasing, Financial Controls & Systems
Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls.
Oversee company purchasing processes and establish appropriate approval limits.
Implement internal financial controls to ensure accuracy, transparency, and compliance.
Partner with leadership to evaluate and optimize major vendor and supplier contracts.
Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of relevant experience in financial management, FP&A, or accounting leadership
Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments
Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting
Experience managing external accounting or audit partners
Excellent communication and collaboration skills across technical and non‑technical teams
Ability to synthesize complex data into actionable insights for executive decision‑making
High attention to detail and accountability under tight timelines
Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com
Additional Preferred Qualifications
MBA or CPA strongly preferred
Prior start‑up experience strongly preferred
Experience in both strategic FP&A and hands‑on accounting operations preferred
Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C)
Experience supporting fundraising, due diligence, or investor relations
Familiarity with manufacturing or hardware cost‑accounting principles
Travel
While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel.
Benefits
401k with 4% company match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Partial Health Insurance for Child Dependents
HSA or FSA
Twice weekly catered lunch (for team members in SF office)
Pre‑tax Commuter Benefit
10 Paid Holidays
Flexible PTO
Paid Parental Leave
Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package.
Closing
We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission.
#J-18808-Ljbffr
$160k-210k yearly 3d ago
Private Client Financial Advisor - Rochester, NY
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Alexandria, VA jobs
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
Receive tips & info on cleared job search, security clearances and career development.
#J-18808-Ljbffr
$67k-110k yearly est. 1d ago
Private Client Financial Advisor - Weston, MA
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Private Client Financial Advisor - Newark, NJ
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Private Client Financial Advisor - Elizabeth, NJ
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Private Client Financial Advisor - Albany, NY
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$99k-157k yearly est. Auto-Apply 4d ago
Private Client Financial Advisor - Pittsburgh, PA
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Type: Contract
Job #85924
APR Consulting, Inc. has been engaged to identify a Financial Administrative Representative (Part time) Position: Financial Administrative Representative (Part time)
Pay Rate: $24.50/hr
Duration: 13 weeks
This shift would require working every Saturday, Sunday, and Monday.
09:00am - 05:30pm -this position is every weekend and 1 shift during each week
JOB SUMMARY
PLEASE NOTE THAT ORIENTATION HOURS MAY DIFFER FROM SHIFT TIMES
POSITION SUMMARY
Enables patients to secure access to care at PIH Health facilities by performing all tasks related to registration and pre-registration of outpatient and inpatient accounts. Calculates and secures patient liability, including copayments, coinsurance and deductibles in an efficient, accurate and hospitable manner to ensure that the patient, physician and hospital's needs are.
EDUCATION/EXPERIENCE/TRAINING
REQUIRED
• 2+ yrs experience in front office/medical billing and/or current hospital registration/admitting *** MUST have SOME registration experience ***
• 2+ yrs experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California,
• Cobra, limited benefit plans, VVC and Uncompensated Care Programs.
• IPA and EMTALA knowledge an experience
• Stringent adherence to all HIPAA laws
• Medical terminology
• Strong typing skills 45 and up wpm is required
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within six (6) months of employment (PIHGS Only)
PREFERRED
• Evidence of continuing education in Finance, Accounting or Business Administration
• Bilingual
PRODUCTIVITY: Completes a minimum of 20 registrations but strives for up to 30+ registrations per 8 hr shift which includes scanning documents, insurance verification and securing upfront collections. Verifies patients are appropriately medically screened and stabilized before Consent of Admissions is signed/discussed and or liability is requested.
ADDITIONAL SKILLS NEEDED
• Must have excellent written and verbal communication skills to communicate effectively with staff, patients, guarantors,
insurance companies, and physicians.
• Demonstrated attention to detail; Good English speaking, spelling, reading and Mathematical skills required
• Demonstrate ability to learn quickly, and follow directions as outlined in policies or given by Supervisor
• Strong Computer skills and Knowledge in Word, Excel and ability to maneuver through multiple screens in a timely
manner
• Ability to multi-task in a fast and high pressured environment
• Strong analytical skills, problem solving. The ability to act and decide accordingly.
• Excellent Customer service and phone skills with a background in the medical industry
• Ability to travel to off-site locations (Outpatient only)
No RTO the first two weeks of an assignment
Please Note: Once RTO is submitted, this cannot be changed unless it's to cancel time requested - ensure that you have confirmed all dates needed off for the full 13 week contract
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!
$24.5 hourly 2d ago
Part Time Financial Administrative Representative
APR Consulting 4.6
Los Angeles, CA jobs
Type: Contract
Job #86226
APR Consulting, Inc. has been engaged to identify an ER Financial Representative ER Financial Representative
Pay Rate: $24.57/hr
Duration: 13 weeks
Expected Shift: 5:00 PM- 1:30 AM Part Time Includes weekends (3 days in a week)
Training: Day Shift Monday to Friday (1-2 weeks)
POSITION SUMMARY
The Emergency Financial Representative is responsible for ensuring reimbursement to client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements.
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt.
The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at PIH Health. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary.
SPECIFIC SKILLS NEEDED
Demonstrates a clear understanding of PIH Health mission and values
Ability to work directly with the insurance company, healthcare provider, and patients
Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration.
EMTALA knowledge and experience
Demonstrates attention to detail and follow up process
Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies
Excellent English reading, comprehension and written skills to include spelling skills and penmanship
Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately.
Ability to follow directions as outlined in policies or given by supervisor
Strong computer skills to include typing 45+ wpm minimum and in MS office programs
Excellent organizational skills
Ability to exercise independent judgment at times of need and emergency situations
Bilingual preferred
Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations
Ability to multi-task in a fast and high pressure environment Stringent adherence to all
privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules
Strong analytical skills, problem solving. The ability to act and decide accordingly.
EDUCATION/EXPERIENCE/TRAINING
Required
• Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting
• Minimum of two (2) year experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge
• Medical terminology
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within 2 week of employment (PIHGS Only)
Preferred:
• Evidence of continuing education in Finance, Accounting or Business Administration
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
$24.6 hourly 2d ago
Virtual Financial Advisor - Boston, MA
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented FinancialAdvisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual FinancialAdvisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual FinancialAdvisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual FinancialAdvisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual FinancialAdvisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual FinancialAdvisor strives to meet and exceed identified sales goals. The Virtual FinancialAdvisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Location: Hybrid Schedule
Pay Transparency
The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$65k-70k yearly Auto-Apply 4d ago
Corporate and Transactional Analyst (CPA)
James Bates Brannan Groover LLP 4.3
Atlanta, GA jobs
James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years.
This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry.
This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents.
Qualifications
Active CPA license required
5-10 years of experience in public accounting, corporate finance, and transactional tax
Solid understanding of financial statements and financial accounting principles
Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts
Excellent analytical and organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Key Responsibilities
Perform tax and financial analysis for business transactions, mergers, and acquisitions
Assist attorneys with structuring and modeling transactions for tax efficiency and compliance
Review and interpret financial statements, tax returns, and related documentation
Conduct due diligence and prepare financial summaries for client and internal use
Research tax laws and corporate compliance issues relevant to ongoing matters
Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments
Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges
Creative problem solving to identify innovative, practical solutions that support client goals and transaction success
Collaborate with attorneys to develop and implement strategic business and tax solutions
Work closely with clients' accountants on due diligence and transaction-related tax implications
$75k-90k yearly est. 5d ago
Virtual Financial Advisor - Westwood, MA
Citizens 2.9
Finance advisor job at Citizens Alliance
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented FinancialAdvisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual FinancialAdvisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual FinancialAdvisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual FinancialAdvisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual FinancialAdvisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual FinancialAdvisor strives to meet and exceed identified sales goals. The Virtual FinancialAdvisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: M-F
Location: Hybrid Schedule
Pay Transparency
The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$65k-70k yearly Auto-Apply 4d ago
Financial Analyst
Robert Half 4.5
Columbia, MD jobs
Are you ready to take your financial analysis skills to the next level? We're seeking a Financial Analyst to join a leading real estate organization supporting a dynamic property management team. This role offers exposure to a diverse portfolio and the opportunity to make a measurable impact on operational and investment decisions.
What You'll Do
Analyze financial performance across a portfolio of commercial properties.
Prepare budgets, forecasts, and variance reports to support strategic decision-making.
Collaborate with property managers and leadership to optimize financial outcomes.
Assist with lease analysis, cash flow modeling, and reporting for internal stakeholders.
What We're Looking For
1-4 years of financial analysis experience (real estate industry experience preferred but not required).
Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, and modeling).
Excellent communication skills with the ability to present insights clearly.
Familiarity with Argus or Yardi is a plus.
#FinancialAnalyst #RealEstateJobs #PropertyManagement #FinanceCareers #ExcelExperts #CREFinance #CareerGrowth #HiringNow