Associate Commercial Sourcing Advisor (Intern to Full-Time Conversion)
Finance advisor job in Catlettsburg, KY
An exciting career awaits you At MPC, we're committed to being a great place to work - one that welcomes new ideas, encourages diverse perspectives, develops our people, and fosters a collaborative team environment. RESPONSIBILITIES: + Develop contracting strategies to establish and maintain relationships with key suppliers and ensure service, commercial terms, and strategy optimization. Leads the development and implementation of regional/local sourcing strategies, decision summaries based on sourcing event and negotiations outcomes.
+ Leads bid package process from development through purchase order execution and aligns stakeholder and Supply Chain requirements, scope of work, assumptions and clarifications. Participates in vendor pre-bid meeting and site walks, leading the commercial aspects and setting expectations outlined in the request for proposal.
+ Leads the preparation and negotiation of terms and conditions related to service and/or supply agreements. Manages related rate sheets and ensures cost competitiveness across vendor categories within the enterprise and across the industry.
+ Runs benchmark studies, gathers and analyzes data, and makes recommendations. Performs root cause analysis related to supply challenges or disruptions. Ability to analyze and interpret data for use in decision-making and actions in support of business strategy, including total cost of ownership and should cost modeling.
+ Serves in an advisory role to maintain contract compliance and minimize risk in support of key stakeholders and business units. Acts as a liaison between legal and key stakeholders, maintains master agreements, and initiates contract amendments to frame agreements on behalf of supported business unit. Coaches business unit contract owners to drive performance and compliance of contracts
+ Fosters communication internally, externally, and between different operational functions. First line point of contact for concerns related to operating needs, concerns, and Supply Chain support.
+ Actively seek and identify opportunities for value creation (cost savings, cost avoidance, revenue enhancement) and risk reduction. Develop and execute cost savings and strategic sourcing projects while ensuring business continuity and high level of supplier performance. Manage assigned business unit(s) to optimize the supply base and deliver financial benefit. Collaborates with and supports the category management regarding key supplier initiatives.
+ Collaborates with the assigned business unit(s) to assess all requirements and develop sourcing and contracting strategies for goods and services. Support the development, management, and execution of commercial initiatives and strategies.
+ Facilitates issue resolution related to supplier performance, developing awareness of associated operating risks, and qualifying contractors to assure appropriate criteria are adequately addressed.
+ Develops and maintains relationships with key suppliers to ensure service, commercial terms, and optimal leverage. As needed, develop and track KPIs for measuring performance for key suppliers. Facilitate issues resolution related to supplier performance.
+ Utilize Supply Chain tools, templates and systems, as prescribed by the Supply Chain function. Collaborate with Supply Chain peers to drive continuous improvement, alignment, and best-in-class process optimization.
+ Comprehension & interpretation of commercial, financial, & business data opportunities and risk. Minimize risk in Supply Chain processes to support operating components' service requirements, including recognizing appropriate contracting strategies, developing awareness of associated operating risks, and qualifying contractors to assure appropriate criteria are adequately addressed.
+ Ensure sourcing activities are properly aligned with the expectations of Supply Chain organizations and stakeholder groups, as applicable, while educating and supporting the deployment of best practices. Experience with SAP, Ariba, Tableau, M365, TRACK.
MINIMUM QUALIFICATIONS:Professional Level 1 (P1)
+ Bachelor's degree in related field.
+ Entry level experience as a supply chain professional in capacities such as, strategic sourcing, supply chain management, commercial advisory, contract administration, contract development, or contract management.
Learn more about Marathon Petroleum's benefits at *********************
As an energy industry leader, our career opportunities fuel personal and professional growth.
Location:
Findlay, Ohio
Additional locations:
Canton, Ohio, Catlettsburg, Kentucky, Detroit, Michigan
Job Requisition ID:
00019688
Location Address:
539 S Main St
Education:
Employee Group:
Full time
Employee Subgroup:
Regular
Marathon Petroleum Company LP is an Equal Opportunity Employer and gives consideration for employment to qualified applicants without discrimination on the basis of race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, gender identity, gender expression, reproductive health decision-making, age, mental or physical disability, medical condition or AIDS/HIV status, ancestry, national origin, genetic information, military, veteran status, marital status, citizenship or any other status protected by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant, click here (*********************************************************************************************************************************** . If you need a reasonable accommodation for any part of the application process at Marathon Petroleum LP, please contact our Human Resources Department at *************************************** . Please specify the reasonable accommodation you are requesting, along with the job posting number in which you may be interested. A Human Resources representative will review your request and contact you to discuss a reasonable accommodation. Marathon Petroleum offers a total rewards program which includes, but is not limited to, access to health, vision, and dental insurance, paid time off, 401k matching program, paid parental leave, and educational reimbursement. Detailed benefit information is available at ************************* .The hired candidate will also be eligible for a discretionary company-sponsored annual bonus program. Equal Opportunity Employer: Veteran / Disability
We will consider all qualified Applicants for employment, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws. In reviewing criminal history in connection with a conditional offer of employment, Marathon will consider the key responsibilities of the role.
About Marathon Petroleum Corporation
Marathon Petroleum Corporation (MPC) is a leading, integrated, downstream energy company headquartered in Findlay, Ohio. The company operates the nation's largest refining system. MPC's marketing system includes branded locations across the United States, including Marathon brand retail outlets. MPC also owns the general partner and majority limited partner interest in MPLX LP, a midstream company that owns and operates gathering, processing, and fractionation assets, as well as crude oil and light product transportation and logistics infrastructure.
Financial Advisor II -Labor Benchmarking - Texas
Finance advisor job in Charleston, WV
The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research required to support the goals and goals of Baylor and Baylor Health Care System (BHCS).
**ESSENTIAL FUNCTIONS OF THE ROLE**
+ Provides financial study support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BHCS.
+ Conduct external labor productivity benchmarking for hospital and clinic personnel to identify opportunities for optimization and cost-efficiency improvements.
+ Collaborate with operational leaders to explain the benchmarking process, interpret results, and provide actionable insights to enhance productivity.
+ Coordinate and manage the collection of relevant data from various sources, ensuring accuracy and completeness.
+ Develop and maintain comprehensive reports and dashboards to communicate benchmarking results effectively to key stakeholders.
+ Analyze trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and recommending strategies for enhancement.
+ Prepares research and presents and protects findings, for any labor productivity changes
+ Provides ongoing budget vs. actual expense variance investigation through review of both standard reports and reports which have been developed specifically for the entity.
+ Prepares verbal or written results of department operating efficiencies and presents/discusses them with management and others as required.
+ Develops and produces ad hoc Management Reports as required/requested.
+ Serves as liaison between the assigned area and Outcome Support Services and other finance areas of BHCS.
+ Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
+ Conducts finance training/presentations for BHCS personnel as directed.
**KEY SUCCESS FACTORS**
· Hospital Experience is needed to work independently and in a team environment.
· Able to communicate effectively.
· Able to collect, organize, analyze, and present data.
· Skilled in Microsoft Excel
· Able to adapt to change and open to learn.
· Able to maintain a positive attitude.
· Skilled in problem solving.
· Able to prepare detailed work plans for the successful and timely completion of projects.
**About Us**
Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.
Our Core Values are:
+ We serve faithfully by doing what's right with a joyful heart.
+ We never settle by constantly striving for better.
+ We are in it together by supporting one another and those we serve.
+ We make an impact by taking initiative and delivering exceptional experience.
**Benefits**
Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:
+ Immediate eligibility for health and welfare benefits
+ 401(k) savings plan with dollar-for-dollar match up to 5%
+ Tuition Reimbursement
+ PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level._
**Belonging Statement**
We believe that all people should feel welcomed, valued and supported.
**QUALIFICATIONS**
+ EDUCATION - Bachelor's
+ EXPERIENCE - 3 Years of Experience
+ Hospital experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Lead Financial Advisor - Southern Ohio
Finance advisor job in Gallipolis, OH
Lead Financial Advisor
We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.
You will be responsible for delivering value to existing and new clients - from understanding each client's unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.
We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth “Advanced” clients who require more than 1 advisor.
If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.
This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.
Is this position right for you?
Do you like
solving puzzles; thinking creatively
math
working in a team environment
communicating while thinking on your feet
self-improvement: getting better everyday
Are you a naturally curious person?
Are you a competitive person?
Do you enjoy deep personal relationships / care about others?
Essential Duties and Responsibilities
Current Client Relationships
Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
Develop and communicate financial plans and recommendations to clients
Supporting senior advisors with “Advanced” level clients.
Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
Develop and maintain great relationships with our clients
New Client Relationships
The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
The main way you will generate new relationships is by serving our clients, creating
Raving Fans
and asking for introductions.
Education
You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses.
Team Member
Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
Actively participate in industry/community organizations.
Promote our culture of optimism and happiness for both employees and clients.
Education, Experience and Technical Qualifications
Bachelor's degree minimum
5-7+ years professional experience
Problem-solving skills
Highly analytical and proficient in Microsoft Excel, Word and Outlook
Track record of establishing and maintaining successful interpersonal relationships
CFP or desire to obtain within 18 months
About Antolino & Associates
We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter - someone that is a “problem solver” not an “order taker”. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say you're going to do 3. Finish what you start 4. Say please and thank you.
Core Values
Champions
Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
Puzzle Solvers
Happy, Healthy, Team
Financial Advisor
Finance advisor job in Charleston, WV
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Huntington / Charleston, WV
Finance advisor job in Huntington, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFiduciary Wealth Advisor
Finance advisor job in Charleston, WV
The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. This position requires a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Fiduciary Wealth Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.
RESPONSIBILITIES:
* Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate
* Ability to discuss investment performance, economic and financial market trends with ultra-high net worth clients which can be individuals, families or institutions
* Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations to address their continued needs.
* Actively seek and develop leads and referrals from current clients and outside contacts. Prospect for new clients by asking for referrals from existing clients.
* Cultivate a network through social contacts and community participation by developing a network of external Centers of Influence to help drive referral opportunities
* Prepare and present sales materials to prospective clients
* Implement financial products and services offered through the Wealth Management platform; recommend changes when necessary
* Maintain the internal contact management database and monitor the frequency of client and prospect contact
* Foster open communication with other Bank departments. Develop relationships with internal partners for cross referral opportunities.
* Engage in fiduciary decision making through account management of client trust accounts according to each of the legal document directives.
* Handle risk management and resolution of legal and compliance issues by ensuring that internal compliance and proper documentation requirements are met consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines. Escalate issues or concerns as needed.
* Perform daily account oversight on various functions pertaining to client accounts such as overdrafts, check issuances, payments of client bills, etc.
* Review pertinent account information on the trust accounting system daily such as cash balances, ensure accuracy of posted transactions. Troubleshoot and resolve any findings.
* Prepare or oversee annual or quarterly account reviews for each account.
* Review performance of investments with the assigned portfolio manager for each account to insure proper investment allocations and profitability
* Maintain relationships and grow assets under management by working with current and remainder beneficiaries for future business potential.
* Prepare, analyze and present requests for all discretionary matters related to their accounts to the Wealth Management Committee according to Trust documents and regulatory guidelines
* Ensure audit exceptions and out of compliance items are managed monthly within appropriate timeframe allowed on each situation
* Stay abreast of current federal and state regulations applicable to taxation and other Trust management related areas as well as changes to the same
Qualifications
* Bachelor's degree required
* Minimum of five (5) years of financial sales, investment, or portfolio management experience required
* Minimum of three (3) years of wealth management experience required
* Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment
* Certified Financial Planning certification highly desired
* Demonstrated experience in effective account/relationship management required
* Ability to present situations and resolutions effectively
* Ability to travel as business needs arise, some travel may require overnight stay
* Ability to read and interpret legal documents
* Ability to design, develop, and support fiduciary responsibilities and transactions
* Ability to sell financial solutions to clients and prospects
* Excellent oral and written communication skills
* Proficient in Microsoft Office products
* Ability to provide attentive and thoughtful client service
* Ability to consistently represent the Bank in a professional manner
* Strong organizational skills and detail oriented
* Ability to handle multiple tasks simultaneously
* Excellent customer service skills
KEY COMPETENCIES:
* Industry Knowledge and Expertise
* Client relationship building
* Consultative professionalism
* Effective account management
* Regulatory compliance focused
* Sound judgement and decision making
* Presentation Skills
* Entrepreneurial Spirit
Essential Functions:
* Ability to sit for extended period of times
* Ability to converse and exchange information with all levels of staff within organization and external clients for extended period of times.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via air, rail, automobile and/or bus.
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Nearest Major Market: Charleston West Virginia
Job Segment: Relationship Manager, Compliance, Financial Sales, Bank, Banking, Customer Service, Legal, Sales, Finance
Advisor, Finance Operations (Medical Customer Rebates)
Finance advisor job in Charleston, WV
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
J.P. Morgan Wealth Management - Private Client Advisor - Huntington / Charleston, WV
Finance advisor job in Huntington, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyParalegal or Finance Professional
Finance advisor job in Charleston, WV
Frost Brown Todd LLP , a national law firm with 1000+ legal and business professionals in eighteen offices, is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions.
Key Responsibilities:
Draft and review loan agreements, corporate documents, security agreements and other transactional documents.
Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing.
Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions.
Oversee the scheduling of bond and loan transactions.
Prepare and organize closing documents and conduct closings.
Prepare and manage form documents for bond and loan transactions.
Manage and organize transcripts.
Oversee and review the compilation and distribution of transcripts.
Assist with publications and notice requirements.
Oversee and manage post-closing matters.
Job Requirements:
Bachelor's degree or equivalent combination of education and experience.
Minimum of 3 years of law firm or in-house experience preferred.
Strong organizational skills, including record keeping and data collection.
Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment.
Ability to acquire new skills and operate new software.
Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications.
Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone.
Ability to work independently and collaboratively within a team structure.
Ability to organize and prioritize numerous tasks and complete them under time constraints.
Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence.
Willingness and flexibility to work additional hours as needed.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
Auto-ApplyCommercial Banking Analyst-Available June 2026
Finance advisor job in Charleston, WV
Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit.
* Spread financial statement consistent with the organization's guidelines.
* Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios.
* Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc.
* Evaluate additional credit information for preparation of commercial loan package.
* Visit prospective commercial borrowers and/or collateral properties.
* Review real estate appraisals and environmental reports for relevance and accuracy of findings.
* Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate.
* Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings.
* Maintain department service level and turn-time standards.
* Gain knowledge of and uphold compliance with policies and procedures of the Bank.
* Assist underwriters and team members as requested.
* Additional responsibilities as assigned.
Other Duties
* Complies with all policies and procedures of the Bank.
* Perform other duties as assigned.
Skills/Abilities:
* Have an analytical mindset
* Work both independently and as part of a team
* Distill complex information and analysis into a readable format
* Be an efficient multi-tasker
* Provide outstanding customer service
Education and Experience:
* Bachelor's in finance, accounting, real estate or other related field.
* Proficiency in Microsoft Office - especially both Word and Excel.
* Hands on experience with real estate, accounting, or finance is a plus.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Financial Wellness Consultant
Finance advisor job in Ashland, KY
At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you.
Do you have a desire to reach higher and empower those around you?
Then your journey brought you to the right place and we would like to meet you.
Life is a journey Own it!
About Us:
Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life.
Position Summary:
ACU has an exciting opportunity for a Financial Wellness Consultant to join our Member Experience Department in Ashland, KY. This position will assist Ashland Credit Union (ACU) in living out its mission of embolden our members to reach higher, achieve more, and take control of their financial future. A key component to this is providing outstanding service to both internal and external members.
Job Responsibilities:
1. Utilize active listening skills to understand member needs as they relate to service-related transactions and new account transactions.
2. Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU.
3. Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures.
4. Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers.
5. Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance
6. Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction.
7. Other duties as requested by Senior Leadership or manager.
Education & Experience Requirements:
High School Diploma or Equivalent
Retail Sales Experience Preferred
Required Skills & Abilities:
Excellent Verbal Communication Skills
Problem Solving Skills
Ability to work Monday thru Thursday 8am to 5pm EST, Friday 8am to 6pm, and occasional Saturdays 9am to 1pm
Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.
Financial Analyst - Healthcare
Finance advisor job in Charleston, WV
Job Type: Full Time / Permanent
Work Authorization: No C2C or Sponsorship
The A.C.Coy Company has an immediate opening for a Financial Analyst. Ideal candidates will have experience with Accounts Payable, tracking and interacting with vendors to ensure accurate invoicing and records keeping, and exceptional communication and organizational skills.
Responsibilities
Prepare, track, and analyze management reports to highlight operational results and trends
Manage vendor Software License Agreements
Track vendor Invoices and Purchase Orders (POs)
Work with Finance and Contract leads to prepare and maintain operating and capital budgets
Manage Expense and Capital POs
Support Accounts Payable by managing invoices and payables using accounting software
Establish and maintain healthy relationships with new and existing vendors
Track, review, and process a high volume of monthly and bi-monthly invoices to ensure accuracy
Support special projects as needed
Qualifications
Education Required:
Bachelor's degree in Accounting, Finance, or related field
Experience Required:
5+ years of Accounts Payable experience including regular interaction with customers/vendors
Experience supporting multiple physical locations
Solid organizational and interpersonal skills
Exceptional Excel Skills
Experience using ERP systems (Infor, Oracle Cloud Enterprise, SAP, Concur)
Experience succeeding in a fast-paced, high volume environment
Auto-ApplyAssociate Commercial Sourcing Advisor (Intern to Full-Time Conversion)
Finance advisor job in Catlettsburg, KY
An exciting career awaits you At MPC, we're committed to being a great place to work - one that welcomes new ideas, encourages diverse perspectives, develops our people, and fosters a collaborative team environment. RESPONSIBILITIES: * Develop contracting strategies to establish and maintain relationships with key suppliers and ensure service, commercial terms, and strategy optimization. Leads the development and implementation of regional/local sourcing strategies, decision summaries based on sourcing event and negotiations outcomes.
* Leads bid package process from development through purchase order execution and aligns stakeholder and Supply Chain requirements, scope of work, assumptions and clarifications. Participates in vendor pre-bid meeting and site walks, leading the commercial aspects and setting expectations outlined in the request for proposal.
* Leads the preparation and negotiation of terms and conditions related to service and/or supply agreements. Manages related rate sheets and ensures cost competitiveness across vendor categories within the enterprise and across the industry.
* Runs benchmark studies, gathers and analyzes data, and makes recommendations. Performs root cause analysis related to supply challenges or disruptions. Ability to analyze and interpret data for use in decision-making and actions in support of business strategy, including total cost of ownership and should cost modeling.
* Serves in an advisory role to maintain contract compliance and minimize risk in support of key stakeholders and business units. Acts as a liaison between legal and key stakeholders, maintains master agreements, and initiates contract amendments to frame agreements on behalf of supported business unit. Coaches business unit contract owners to drive performance and compliance of contracts
* Fosters communication internally, externally, and between different operational functions. First line point of contact for concerns related to operating needs, concerns, and Supply Chain support.
* Actively seek and identify opportunities for value creation (cost savings, cost avoidance, revenue enhancement) and risk reduction. Develop and execute cost savings and strategic sourcing projects while ensuring business continuity and high level of supplier performance. Manage assigned business unit(s) to optimize the supply base and deliver financial benefit. Collaborates with and supports the category management regarding key supplier initiatives.
* Collaborates with the assigned business unit(s) to assess all requirements and develop sourcing and contracting strategies for goods and services. Support the development, management, and execution of commercial initiatives and strategies.
* Facilitates issue resolution related to supplier performance, developing awareness of associated operating risks, and qualifying contractors to assure appropriate criteria are adequately addressed.
* Develops and maintains relationships with key suppliers to ensure service, commercial terms, and optimal leverage. As needed, develop and track KPIs for measuring performance for key suppliers. Facilitate issues resolution related to supplier performance.
* Utilize Supply Chain tools, templates and systems, as prescribed by the Supply Chain function. Collaborate with Supply Chain peers to drive continuous improvement, alignment, and best-in-class process optimization.
* Comprehension & interpretation of commercial, financial, & business data opportunities and risk. Minimize risk in Supply Chain processes to support operating components' service requirements, including recognizing appropriate contracting strategies, developing awareness of associated operating risks, and qualifying contractors to assure appropriate criteria are adequately addressed.
* Ensure sourcing activities are properly aligned with the expectations of Supply Chain organizations and stakeholder groups, as applicable, while educating and supporting the deployment of best practices. Experience with SAP, Ariba, Tableau, M365, TRACK.
MINIMUM QUALIFICATIONS:
Professional Level 1 (P1)
* Bachelor's degree in related field.
* Entry level experience as a supply chain professional in capacities such as, strategic sourcing, supply chain management, commercial advisory, contract administration, contract development, or contract management.
Learn more about Marathon Petroleum's benefits at *********************
As an energy industry leader, our career opportunities fuel personal and professional growth.
Location:
Findlay, Ohio
Additional locations:
Canton, Ohio, Catlettsburg, Kentucky, Detroit, Michigan
Job Requisition ID:
00019688
Location Address:
539 S Main St
Education:
Employee Group:
Full time
Employee Subgroup:
Regular
Marathon Petroleum Company LP is an Equal Opportunity Employer and gives consideration for employment to qualified applicants without discrimination on the basis of race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, gender identity, gender expression, reproductive health decision-making, age, mental or physical disability, medical condition or AIDS/HIV status, ancestry, national origin, genetic information, military, veteran status, marital status, citizenship or any other status protected by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant, click here.
If you need a reasonable accommodation for any part of the application process at Marathon Petroleum LP, please contact our Human Resources Department at ***************************************. Please specify the reasonable accommodation you are requesting, along with the job posting number in which you may be interested. A Human Resources representative will review your request and contact you to discuss a reasonable accommodation. Marathon Petroleum offers a total rewards program which includes, but is not limited to, access to health, vision, and dental insurance, paid time off, 401k matching program, paid parental leave, and educational reimbursement. Detailed benefit information is available at ***************************** hired candidate will also be eligible for a discretionary company-sponsored annual bonus program.
Equal Opportunity Employer: Veteran / Disability
We will consider all qualified Applicants for employment, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws. In reviewing criminal history in connection with a conditional offer of employment, Marathon will consider the key responsibilities of the role.
Auto-ApplyLead Financial Advisor - Southern Ohio
Finance advisor job in Gallipolis, OH
Job DescriptionSalary: $75k salary + bonus depending on experience
Lead Financial Advisor
We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.
You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.
We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth Advanced clients who require more than 1 advisor.
If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.
This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.
Is this position right for you?
Do you like
solving puzzles; thinking creatively
math
working in a team environment
communicating while thinking on your feet
self-improvement: getting better everyday
Are you a naturally curious person?
Are you a competitive person?
Do you enjoy deep personal relationships / care about others?
Essential Duties and Responsibilities
Current Client Relationships
Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
Develop and communicate financial plans and recommendations to clients
Supporting senior advisors with Advanced level clients.
Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
Develop and maintain great relationships with our clients
New Client Relationships
The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
The main way you will generate new relationships is by serving our clients, creating
Raving Fans
and asking for introductions.
Education
You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses.
Team Member
Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
Actively participate in industry/community organizations.
Promote our culture of optimism and happiness for both employees and clients.
Education, Experience and Technical Qualifications
Bachelors degree minimum
5-7+ years professional experience
Problem-solving skills
Highly analytical and proficient in Microsoft Excel, Word and Outlook
Track record of establishing and maintaining successful interpersonal relationships
CFP or desire to obtain within 18 months
About Antolino & Associates
We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter someone that is a problem solver not an order taker. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say youre going to do 3. Finish what you start 4. Say please and thank you.
Core Values
Champions
Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
Puzzle Solvers
Happy, Healthy, Team
Advisor, Finance Operations
Finance advisor job in Charleston, WV
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
J.P. Morgan Wealth Management - Private Client Advisor - Huntington / Charleston, WV
Finance advisor job in Huntington, WV
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Paralegal or Finance Professional
Finance advisor job in Charleston, WV
Frost Brown Todd LLP, a national law firm with 1000+ legal and business professionals in eighteen offices, is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions.
Key Responsibilities:
Draft and review loan agreements, corporate documents, security agreements and other transactional documents.
Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing.
Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions.
Oversee the scheduling of bond and loan transactions.
Prepare and organize closing documents and conduct closings.
Prepare and manage form documents for bond and loan transactions.
Manage and organize transcripts.
Oversee and review the compilation and distribution of transcripts.
Assist with publications and notice requirements.
Oversee and manage post-closing matters.
Job Requirements:
Bachelor's degree or equivalent combination of education and experience.
Minimum of 3 years of law firm or in-house experience preferred.
Strong organizational skills, including record keeping and data collection.
Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment.
Ability to acquire new skills and operate new software.
Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications.
Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone.
Ability to work independently and collaboratively within a team structure.
Ability to organize and prioritize numerous tasks and complete them under time constraints.
Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence.
Willingness and flexibility to work additional hours as needed.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
Auto-ApplyCommercial Banking Intern, Huntington WV-Summer 2026
Finance advisor job in Huntington, WV
Summary/Objective
Burke & Herbert Bank Commercial Banking Interns will receive ongoing training, mentoring, and commercial real estate business exposure. Participants are required to complete a rigorous program working under the supervision of an assigned program mentor. The program covers three primary areas: 1) Credit and Lending Fundamentals, 2) Business Development, and 3) Customer Relationship Management. Participants must maintain a minimum standard of performance and conduct to remain in the program.
Position Responsibilities/Essential Functions:
Complete all assigned tasks and assist with day-to-day operations.
Participate in meetings, workshops, and other learning opportunities.
Observe and learn from experienced staff members.
Gain knowledge of company policies, protocols, and processes.
Fulfill any requirements and goals set out at the program's start.
Other duties as assigned
Supervisory Responsibility
This position has no supervisory responsibilities.
Skills/Abilities:
Strong Written and Verbal Skills
Leadership and Critical Thinking
Customer Service Orientation
Teamwork and Collaboration
Time and Resource Management
Multitasking
Education and Experience:
Currently pursuing a Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, or related field.
Work Environment:
This program operates in a standard setting that requires standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands:
This position requires manual dexterity and the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary.
Travel:
Additional travel within and outside the Bank may be required for this program.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyFinancial Wellness Consultant
Finance advisor job in Ashland, KY
Job Description
At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you.
Do you have a desire to reach higher and empower those around you?
Then your journey brought you to the right place and we would like to meet you.
Life is a journey…Own it!
About Us:
Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life.
Position Summary:
ACU has an exciting opportunity for a Financial Wellness Consultant to join our Member Experience Department in Ashland, KY. This position will assist Ashland Credit Union (ACU) in living out its mission of “embolden our members to reach higher, achieve more, and take control of their financial future.” A key component to this is providing outstanding service to both internal and external members.
Job Responsibilities:
1. Utilize active listening skills to understand member needs as they relate to service-related transactions and new account transactions.
2. Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU.
3. Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures.
4. Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers.
5. Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance
6. Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction.
7. Other duties as requested by Senior Leadership or manager.
Education & Experience Requirements:
High School Diploma or Equivalent
Retail Sales Experience Preferred
Required Skills & Abilities:
Excellent Verbal Communication Skills
Problem Solving Skills
Ability to work Monday thru Thursday 8am to 5pm EST, Friday 8am to 6pm, and occasional Saturdays 9am to 1pm
Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.
Paralegal or Finance Professional
Finance advisor job in Charleston, WV
Job DescriptionFrost Brown Todd LLP, a national law firm with 1000+ legal and business professionals in eighteen offices, is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions.
Key Responsibilities:
Draft and review loan agreements, corporate documents, security agreements and other transactional documents.
Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing.
Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions.
Oversee the scheduling of bond and loan transactions.
Prepare and organize closing documents and conduct closings.
Prepare and manage form documents for bond and loan transactions.
Manage and organize transcripts.
Oversee and review the compilation and distribution of transcripts.
Assist with publications and notice requirements.
Oversee and manage post-closing matters.
Job Requirements:
Bachelor's degree or equivalent combination of education and experience.
Minimum of 3 years of law firm or in-house experience preferred.
Strong organizational skills, including record keeping and data collection.
Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment.
Ability to acquire new skills and operate new software.
Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications.
Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone.
Ability to work independently and collaboratively within a team structure.
Ability to organize and prioritize numerous tasks and complete them under time constraints.
Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence.
Willingness and flexibility to work additional hours as needed.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.