Financial Representative Trainee (Sales) - Indianapolis, IN
Finance advisor job in Indianapolis, IN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Chicago. IL
Finance advisor job in Oakbrook Terrace, IL
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Wealth Advisor
Finance advisor job in Joliet, IL
Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $103,700 - $138,200+ annually
Position Summary
The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.
Primary Accountabilities
Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifies and refers business to other areas within the Bank as appropriate.
Provides quality service in meeting customer needs, inquiries and problems.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Represents the Bank in community organizations and activities to enhance the Bank's image.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's Degree.
CFP preferred.
5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 99300-132400 Yearly Salary
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Financial Planner - Lead
Finance advisor job in Buffalo Grove, IL
Must Have:
3+ years of experience working with clients as a Financial Planner required
Series 65 or Series 66 license required
Bachelor's Degree from an accredited college or university
Splenda Brand Management Intern
Finance advisor job in Carmel, IN
About The Role:
The Splenda Brand Management Intern will support the Splenda Brand Marketing Team. Reporting to the Splenda Brand Manager, you will be responsible for working with different departments within the organization (Sales, Commercialization, Marketing, RD&E, Engineering) to develop the strategy and tools needed to drive growth for the business.
The Splenda Brand is the leader within the sweetener category with strong brand awareness, market share leadership and a growing consumer base that use Splenda every day.
About Splenda:
Splenda brand has brought sweetness to the world since 1992. Today, the Splenda brand is the most recognizable and iconic low-calorie sweetener brand in the world, having sold more than 100 billion yellow packets. And it's the #1 recommended brand of sweetener by healthcare professionals. The Splenda brand portfolio of products reinforces our position as a category leader, with more delicious new products to come as we help people live happier, healthier, and longer lives.
Essential Duties and Responsibilities:
Help drive growth for a business unit within Splenda.
Drive innovative activation and commerce efforts
Align the plans with internal stakeholders including our Executive Leadership Team, Sales partners, and critical cross functional technical leaders like R&D, Insights, Supply Chain & Purchasing
Support sell-in efforts with retailers to drive distribution across channels
Desired Skills & Required Experience
Currently pursuing an MBA or BS/BA in business, marketing or related discipline.
Possess strategic thinking, leadership, teamwork and analytical skills.
Heartland's culture is fast, flexible & innovative. The intern must possess these traits and be willing and able to operate with a rapid, iterative, continually learning mindset.
Solution focused mindset, demonstrate ability to operate with a business ownership mindset.
Collaborative attitude, work harmoniously with internal and external cross functional partners.
Position is in-office based at Heartland Corporate Headquarters in Carmel, IN on the north side of Indianapolis.
Quantitative Analyst - Modeling and Audit
Finance advisor job in Chicago, IL
Quantitative Analyst, Modeling and Audit
Salary: Open
Hybrid: 3 days onsite, 2 days remote
*Open to H1B transfer*
Qualifications
Bachelor's degree required. Master's degree in mathematics or Statistics, Financial Engineering, Economics, or other field possessing strong quantitative, analytical, and problem-solving skills. Alternatively, a Ph. D degree majored in quantitative field and over 1 year of work experience.
5+ years of experience in model risk management methodology.
Experience using the principles, practices, and techniques involved in conducting audits in accordance with the requirements set forth in the Global International Audit Standards (IIA GIA).
Experience in Internal Audit, Model Risk Management, Financial Services/Securities Industry and working with regulatory organizations such as: Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), Financial Industry Regulatory Authority (FINRA), Federal Reserve.
Experience in evaluating complex derivatives and performing advanced statistical analysis on underlying risk factors.
Experience with reviewing credit/counterparty risk and stress testing models for derivative instruments (e.g., Historical VaR, Monte Carlo, TIMS and SPAN).
Experience in data analysis and programming languages such as Python, C++, and Java.
Experience in executing model risk audits.
Responsibilities
Lead or execute quantitative reviews/audits/validations (conceptual soundness, documentation, data, methodology, development code, testing, and implementation for accuracy) of models or financial risk tools used for credit risk, market risk, liquidity risk and stress testing.
Support financial risk management audits and validations as required.
Effectively communicate complex technical quantitative analysis (based on data and models), principles, methods, and approach to relevant stakeholders.
Perform audit activities including risk assessments, audit planning, audit testing, control evaluation, and complete work paper documentation in accordance with Internal Audit requirements (e.g. IIA GIA).
Communicate identified findings and enhancements to audit management and key stakeholders.
Draft audit reports clearly communicate overall conclusions, key risks, findings and their root cause, and impact on company overall risk exposure.
Perform continuous monitoring of model risk identifying patterns and trends to understand their impact on company overall risk level and controls.
Effectively challenge risk management (first and second lines of defense) to adopt appropriate policies, procedures, and effective controls designed to mitigate financial risk.
Support the development or enhancement of audit procedures and templates for auditing financial risk management.
Support in developing and implementing data analytics and automated testing.
Ensure audit quality, accuracy of results, and delivery in a timely manner.
Proactively identify regulatory, operational, and/or strategic risks to the organization and present them to IA leadership.
Coach and develop junior audit staff in financial risk management practices as part of their on-going development.
Maintaining an understanding of policies, procedures, standards, and supporting technologies, and educating staff accordingly, to effectively identify potential risks and alternatives to mitigate risk exposure leveraging leading practices.
Ability to understand and apply professional principles and standards (e.g., AICPA, IIA GIA, COSO) and the relevancy to risk management and impact on policies and procedures. In addition, leveraging these principles and standards to test and evaluate corporate risk management processes and controls.
Financial Analyst II
Finance advisor job in North Chicago, IL
Duration: 3 months, Contract to Hire
**HYBRID Role -- 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day**
Job Description:
What are the top 3-5 skills, experience or education required for this position:
1. Manufacturing Accounting Experience i.e., Absorption and operating variances.
2. Cost Accounting experience
3. Bachelor's in Accounting or Finance.
4. Ability to meet tight deadlines.
5. Multi-tasking
The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain Client's cost accounting systems for businesses supported.
Key Responsibilities Include:
Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts.
Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan.
Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management.
Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance.
Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information.
Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards.
Prepare and analyze journal entries as needed during month-end close process.
Provide ad hoc analysis to support complex decision making.
Qualifications:
Bachelor's degree in Accounting or Finance.
Minimum 4 years related accounting experience in a manufacturing environment required.
Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical.
Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues.
Strong analytical, problem solving, and communication skills.
Must be able to manage multiple priorities and achieve required timelines.
Familiarity with standard cost variance analysis preferred.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Ishan
Email: *********************************
Internal Id: 25-50852
***Financial Analyst || Onsite in North Aurora, IL***
Finance advisor job in Chicago, IL
***Finance Analyst***
***Onsite in North Aurora, IL - 60542***
***MUST HAVE MANUFACTURING INDUSTRY EXPERIENCE***
About the role:
We are seeking a highly motivated and detail-oriented Senior Finance Analyst to join our finance team in a dynamic industrial manufacturing environment. This role is ideal for a professional with finance experience supporting manufacturing operations and who also possesses a strong understanding of accounting principles. The Senior Finance Analyst will serve as a key liaison between business operations and the corporate finance team (accounting, finance, and shared services), taking ownership of forecasting, reporting, and financial process understanding and documentation as well as hands-on collaboration with operation and sales to help drive profitability. The ideal candidate is a self-starter with a driven personality, capable of working independently while contributing to cross-functional collaboration. This position offers significant growth potential for individuals looking to advance their career in a fast-paced, team-oriented setting.
Responsibilities:
Financial Reporting & Compliance:
Support the Corporate Accounting team with month-end close procedures (e.g., accruals review, freight analysis, etc…) and assist in balance sheet and P&L review throughout the close process to ensure accuracy.
Ensure compliance with GAAP and internal accounting policies.
Support internal and external audits with documentation and analysis as needed.
Assist in month-end and year-end close processes.
Cost Accounting & Manufacturing Support:
Analyze production costs, inventory valuation, and cost variances.
Collaborate with operations and supply chain teams to optimize cost efficiency.
Monitor work-in-progress (WIP), raw materials, and finished goods inventory.
Perform detailed margin analysis utilizing ERP data and Power BI aggregations.
Prepare variance analysis and review with finance, operations, engineering, and sales teams to help drive profitable decision-making.
Forecasting & Business Support:
Support the finance function to help prepare monthly reporting and assist in conducting thoughtful analysis of results.
Lead the preparation of weekly, monthly, and quarterly business reporting packages.
Provide financial insights and analysis to support strategic decision-making.
Cross-Functional Collaboration:
Act as a liaison between accounting, finance, sales, and operational teams.
Participate in cross-functional initiatives such as ERP upgrades and process improvements.
Support business unit leaders with ad hoc financial analysis and reporting.
Team Leadership & Development:
Collaborate with the corporate accounting team and shared services group and contribute to a culture of continuous improvement across teams within the brand and beyond.
Share best practices across departments and support knowledge transfer.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field.
3-5 years of progressive accounting and/or finance experience.
Experience in industrial manufacturing or with manufacturing clients during public accounting tenure with a strong underpinning in cost accounting principles for manufacturing.
Strong understanding of GAAP, cost accounting, and financial planning.
Proficiency in ERP systems (currently using Infor VISUAL and CSI/SyteLine), Microsoft 365, Planful and Power BI.
Excellent analytical, organizational, and communication skills.
Cloud Financial Analyst
Finance advisor job in Chicago, IL
About the Role
We are seeking an IT Planning & Analytics to lead initiatives that optimize cloud investments and enhance IT cost transparency. In this role, you will design and implement cost management frameworks, ensuring efficient and cost-effective use of public cloud resources. You will also mature the IT Cost Transparency module in Apptio and play a key role in technology budget governance, planning, and forecasting.
What You'll Do
Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies.
Apply the FinOps framework to maximize business value from cloud investments, collaborating with business, engineering, and finance teams.
Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting.
Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques.
Participate in budget and forecast reviews to ensure consolidation and rationalization.
Perform additional duties as assigned.
Minimum Qualifications
Bachelor's degree in Information Systems, Business Management, Finance, or related field.
8+ years of relevant experience in IT financial analytics or technology business management.
Hands-on experience with FinOps and cloud cost modeling.
Strong analytical and problem-solving skills with advanced proficiency in MS Excel.
Excellent communication and presentation skills.
Preferred Qualifications
MBA or graduate-level coursework.
Experience in highly regulated industries (e.g., capital markets).
Certifications such as FinOps Certified Practitioner, AWS Certified Cloud Practitioner, or TBM certifications (CTBME, RTBMA, ETBMA).
Familiarity with tools like Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, and AWS QuickSight.
Technical Skills
Expertise in IT cost modeling and cloud financial management.
Strong data transformation and visualization capabilities.
Ability to identify insights and opportunities through advanced analytics.
Salay: $135-$155k + bonus
Private Equity Due Diligence and Value Creation
Finance advisor job in Chicago, IL
Consulting Point is currently partnering with a tier 1 boutique strategy consultancy in the US who support leading global corporations, venture capital and private equity firms with their strategic and investment decisions.
They have fostered a culture defined by both achievement and humility and hire exceptional individuals who are passionately dedicated to the success of their teammates. This cultivates a distinctive and motivating team atmosphere where you are encouraged to grow professionally and personally into the best version of yourself.
Their outstanding clients see them as thought partners, offering opportunities to challenge and enhance our collective thinking. Together, these elements enable them to consistently deliver exceptional results.
These firms offer a great work-life balance as there is little travel. 2-days in-office policy and the other 3 days at home. There is also very limited client site travel.
Some of their differentiators:
Smaller than the MBB but with the developmental benefits of big firm clients combined with a boutique culture and with the opportunity to lead, build and deliver leading edge projects in:
Commercial Due Diligence (CDD) or Operational Due Diligence (ODD) - Buyside and sell-side
Growth Strategy - Business Unit & enterprise strategy, top-line growth, commercial excellence, go-to-market, customer strategy, pricing, market sizing etc
Value Creation - PortCo delivery model optimization, technology enablement, integration, carve-outs, rapid cost out, exit strategy etc.
Their priority is quality delivery rather than selling and there are no day 1 expectations for sales from Principals, Associate Partners, Managers and Senior Associates
Rapid career development compared MBB due to a flatter structure where your ideas will be heard, and your thoughts valued. You will coach teams and be coached with direct access to my client's Board.
You with be provided the opportunity for P&L ownership and have direct client access, responsibility, and impact with the opportunity to build lasting professional relationships in the Private Equity US market.
Requirements:
Currently a Partner, Associate Partner, Manager or Associate in the PE service line of a leading strategy consultancy with 3 to 15 years of consulting and/or industry experience in private equity groups, portfolio companies, hedge funds, and institutional investors.
Experience leading PE and/or M&A-related projects from start-to-finish, owning the project plan and client delivery from developing delivering buy-side and sell-side Commercial/Operational Due Diligences, Data-driven Insights, Market Research, Competitive Landscape Mapping, Post-Deal Value Creation, Potential Growth Strategies, Voice of the Customer (VOC), Benchmarking etc.
Analytical thoughtful and structured mindset in developing critical hypotheses, key questions and investment theses to informed decision-making to clients and to validate financial, commercial, and strategic assumptions for both corporate and financial buyers
Experience in financial modelling and statistical data analysis (e.g. Python, R, Tableau, Excel etc.)
Ability to develop best-in-class output material that exceeds client expectations in terms of your depth in research, visualization and analytical prowess.
For Partner roles, experience of driving business development through identifying and pursue P&L opportunities, cultivating client relationships and improving revenue through active sales pipeline management
Excellent academics ideally in fields such as Economics, Business, Finance, Engineering or Data Science
If you enjoy working for a Tier 1 global strategy consultancy in their Private Equity practice but want something more collaborative, entrepreneurial and a place of work where you will be looked to for new ideas to drive growth and value, then we would like to speak with you..
Financial Analyst
Finance advisor job in Charleston, IL
About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store.
One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support.
At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve.
How we reward you
401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2%
Healthcare plans to support your needs
Virtual doctor visits
Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program
15% Associate Discount
Dave Ramsey's SmartDollar Program
Associate Assistance Program
RK Cares Associate Hardship Program
24/7 Chaplaincy Services
What You'll do
As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information.
Support the financial project management needs of the Financial Planning and Analysis team.
Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives.
Prepare business cases including financials and success factors for proposed operating and/or product changes.
May conduct pilot tests of proposed operating and/or product changes.
Complete post-audit of business cases after implementation is complete.
May manage projects independently that typically cross multiple business units, divisions, or states.
Create and maintain pro-forma and cash flow models for current and future areas/ projects.
Prepare and/or train others on financial systems and serve as a technical resource to accounting team.
Generate and present financial reporting to Finance Department.
Provide input for setting project priorities and for project results.
Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism.
Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments.
Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively.
Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement.
Perform other duties as assigned.
Supervisory Responsibilities
None
Essential Qualities for Success
At least 1 year of financial experience or equivalent combination of experience and education.
Confidence in playing an integral role in the annual business planning process.
Experience and proficiency collaborating as a project team member and managing a segment of the project work.
Proficient in completing financial projects and seeking out desired results.
Experience and proficiency with problem-solving and interpersonal communication.
Proficient presenting financial data to management.
Proficient in financial analysis combined with insight into the nuances of the retail segment.
Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work.
Experience and proficiency in analyzing financial statements and financial reports.
Highly proficient in Microsoft Excel.
Proficient with or the ability to quickly learn VBA programming.
Excellent verbal and written interpersonal and communication skills.
Excellent customer service skills.
Strong understanding of retail business practices.
Excellent negotiation and conflict resolution skills.
Demonstrated ability to adapt in a fast-paced environment.
Strong analytical and problem-solving skills.
Excellent organizational skills and attention to detail.
Physical Requirements
Ability to maintain a seated or standing position for extended durations.
Capability to lift 15 pounds periodically.
Ability to navigate and access all facilities.
Skill to effectively communicate verbally with others, both in-person and via electronic devices.
Close vision for computer-related activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law.
We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
Senior Securities & Finance Counsel (In-House)
Finance advisor job in Chicago, IL
A leading pharmaceutical company in Chicago is seeking an experienced Associate General Counsel specializing in securities and finance. This role involves advising on corporate disclosure, compliance with regulations, and providing complex legal support for various transactions. The ideal candidate will possess a Juris Doctor degree and significant legal experience, along with strong communication and negotiation skills. The company offers a competitive compensation package and a robust benefits plan.
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Financial Analyst (101085)
Finance advisor job in Greensburg, IN
What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals.
At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.
This is an entry level role that is supervised and does not have significant discretion in autonomous decision
making.
Key Accountabilities
Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision.
· Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity.
· Use analytical skills and professional accounting knowledge to work with the department managers and investment project leaders in the creation of 6 budget events per year.
· Use financial information to create presentations to advise department leaders of budget to actual condition and make recommendations for areas of improvement
Qualifications, Experience, and Skills
Minimum Educational
Qualifications : Bachelor's degree with a major in accounting or finance, OR associate's degree with a minimum of 2 years of experience in an accounting-related job.
Minimum Experience 0-2 years with a bachelor's degree, 2 years minimum with associate's degree
Other Job-Specific
Skills- Basic Accounting principles- GAAP/IFRS and Cost accounting background. General understanding of accounting functions, terminology and ability to apply accounting concepts. •Strong analytical, problem-solving, presentation and organizational skills. Strong Microsoft product skills (Excel, Powerpoint, etc) SAP Knowledge and skills
Job DimensionsDecisions ExpectedWorking Conditions
Office / Hybrid remote
0-5 hours of OT/week
Some travel
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
Financial Advisor
Finance advisor job in Casey, IL
About Us At First Neighbor Bank, we've been serving our community for generations with a commitment to personalized service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.
Position Summary
We are seeking an experienced and client-focused Financial Advisor to join our team. This role is dedicated to helping individuals, families, and businesses in our community build and preserve wealth through sound financial planning and investment strategies. The right candidate will be someone who values long-term relationships over transactions and takes pride in guiding clients with integrity and care.
Key Responsibilities
Develop and maintain strong, trust-based relationships with clients.
Provide investment advice and financial planning tailored to each client's goals and values.
Conduct regular portfolio reviews and make appropriate recommendations.
Educate clients on financial strategies in a way that is approachable and easy to understand.
Collaborate with other bank departments to ensure clients receive well-rounded financial solutions.
Stay current with market trends, regulatory requirements, and investment products.
Qualifications
Bachelor's degree in Finance, Business, or a related field (advanced credentials such as CFP , ChFC , or CFA preferred).
FINRA licensing (Series 7, 63, and/or 65/66) or ability to obtain within a designated timeframe.
Minimum of 2 years of experience in financial advising, investment management, or wealth planning.
Strong knowledge of investments, retirement planning, and risk management.
Excellent listening, communication, and relationship-building skills.
Commitment to serving clients with integrity and putting their needs first.
What We Offer
Competitive salary with performance-based incentives.
Comprehensive benefits including health, dental, vision, and retirement plans.
Employee Owned Stock Program
Opportunities for professional growth and continuing education.
A supportive, team-oriented environment where your work makes a difference in the community.
At First Neighbor Bank, you'll have the opportunity to do meaningful work while building lasting relationships in the community you call home.
US Experienced Financial Advisor
Finance advisor job in Terre Haute, IN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
2026 Investment Banking Summer Associate Program - Chicago, Industrials Group
Finance advisor job in Illinois
What you can expect
Jefferies' lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals while overseeing Summer Analysts' work product. Tasks go well beyond performing fundamental analysis and research into companies and markets. A Summer Associate is expected to understand market implications, identify key industry and product trends and provide input on pitch and deal material to enhance client deliverables. Summer Associates add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Following an enriching orientation and training program, Summer Associates will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. These events help Associates develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. As a way to help maximize your experience with us, Summer Associates receive formal performance reviews.
Summer Associate responsibilities may include, but are not limited to:
Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses
Building and using financial models
Preparing pitch books and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings, M&A and restructuring and recapitalization transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies' Summer Associates will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and in the process of completing the first year of a two-year MBA degree or equivalent. Although a background in accounting or finance is helpful, we hire Summer Associates who have studied a variety of disciplines.
Eligible candidates must be graduating with an MBA between December 2026 and June 2027.
WORK WITH US - Investment Banking opportunities exist across the U.S.
Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from Analyst to Managing Director and is growing rapidly. They also partner closely with the broader Diversified Industrials team, located in New York. The team does in-house execution and has an emphasis on career development, focusing on growing talent internally. Summer Associates will have every opportunity to be part of the team and operate as a full-time Associate.
ABOUT US
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $175,000, pro-rated.
Investment Banking Full-Time MBA Associate 2026
Finance advisor job in Chicago, IL
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:
Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work.
Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
Actively participate in client meetings and drafting sessions.
Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
MBA Degree required with a anticipated graduation date between December 2025 and June 2026
Internship or prior work experience in financial services industry preferred
SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 10% to 30%
A reasonable estimate of the current base salary range at time of posting is below.
Salary Range$175,000-$175,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Auto-ApplyFinancial Planner
Finance advisor job in Kansas, IL
For more information. Visit: ************************* com/wp-content/uploads/2025/10/Financial-Planner-2025-2.
pdf
Power Market Finance Analyst Intern
Finance advisor job in Cayuga, IN
**Requisition ID:** 178329 **Job Level:** Internship **Home District/Group:** Power Market **Department:** Operational Finance **Market:** Power Employment Type: Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The **Finance Analyst Intern** role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
**District Overview**
The **Kiewit Power Market** provides direct-hire and construction services for Power Generation utilizing a union and non-union craft force. The Kiewit Power Market builds major EPC and bid-build power plant, solar field, and wind farm projects throughout North America. All of Kiewit Power is committed to Kiewit's "Nobody Gets Hurt" Philosophy.
We are seeking individuals who are open to regular and frequent relocation for career development opportunities. Your initial work assignment will compliment your experience and education, allowing you to make significant contributions to the project success. If you're seeking employment with a company known for their financial stability, a broad range of specialized capabilities, commitment to people development, and an outstanding performance record you will find employment within our Power market to be fulfilling career choice, with long-term benefits. We build major projects through Texas, Oklahoma, Louisiana, Florida, Ohio, Illinois, Nevada, and Tennessee.
**Location**
Although headquartered in Kansas City, our Power districts have projects that span across the entire US. Our projects may be built in large cities, small towns, or very remote locations, so our people must be willing to go where the work is. Job assignment location will be determined closer to your start date. Field engineers may do rotations between the field and office work. Candidate must be open to traveling and relocating as business requires.
**Responsibilities**
+ Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
+ Fosters relationships with the Operations team and shows a willingness to learn about the work
+ Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
+ Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
+ Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
+ Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
+ Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
+ Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
+ Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
+ Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
+ Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
+ Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
**Qualifications**
+ Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree
+ Ability to relocate anywhere in the country
+ Working knowledge of Microsoft Excel, Word and Outlook
+ Travel and/or relocation may be required for this position (up to 50%)
+ Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
+ Effective communication (both oral and written), organization and interpersonal skills.
+ Good attention to detail with the ability to recognize discrepancies
+ Positive attitude, eagerness to learn, and passionate for continuous improvement
+ Must be able to freely access all parts of a construction site in wide-ranging climates and environments
+ Ability to work independently, as well as part of a team.
+ Ability to work in the United States without sponsorship, both now and in the future
Other Requirements:
+ Regular, reliable attendance
+ Work productively and meet deadlines timely
+ Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment.
+ Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
+ Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
+ May work at various different locations and conditions may vary.
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
Equal Opportunity Employer, including disability and protected veteran status.
Company: Kiewit
Financial Counseling Rep II
Finance advisor job in Brazil, IN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
_"This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status."_
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $0.00 - $0.00 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. (*****************************
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent (***********************************************************************************
To learn more, visit: R1RCM.com
Visit us on Facebook (*******************************
R1 is the leader in healthcare revenue management, helping providers achieve new levels of performance through smart orchestration. A pioneer in the industry, R1 created the first Healthcare Revenue Operating System: a modular, intelligent platform that integrates automation, AI, and human expertise to strengthen the entire revenue cycle. With more than 20 years of experience, R1 partners with 1,000 providers, including 95 of the top 100 U.S. health systems, and handles over 270 million payer transactions annually. This scale provides unmatched operational insight to help healthcare organizations unlock greater long-term value. To learn more, visit: ********************* .