Finance advisor jobs in Turlock, CA - 74 jobs

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.

**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.

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: Commitment to agriculture and the communities we serve Family friendly work environment Investment in employee development Medical, Dental and Vision coverage Outstanding 401k - automatic 3% employer contribution, plus match up to 6% Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) Competitive Incentive Compensation Plan Disability & Life Insurance Employee mental, physical, and financial wellness programs The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans. ESSENTIAL DUTIES: Interview loan applicants; prepare loan applications, financial statements and budgets. Prepare spreadsheets of financial statements, e.g., balance sheets and income statements. Input all required data into the loan origination and loan processing systems. Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness. Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority. Determine and review legal documentation. Verify financial statements, review credit reports, and collect relevant data. Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services. Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies. Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance. Conduct collateral inspections. Represent the Association at public functions. Conducts credit training and development programs for staff. May serve as a member of the employee loan committee or participate in loan committee meetings. Perform other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: At least eight years progressively responsible banking or related agricultural lending experience. BA/BS degree with emphasis on agribusiness, business administration, or equivalent. Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. Knowledge of FCA regulations, association, and district policies and procedures. Demonstrated proficiency in organizing and prioritizing work to meet deadlines. Strong written and verbal communication skills. Strong persuasive and interpersonal skills. Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. Provides training to credit staff and may serve as a member of or participate in loan committee meetings. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $71,138.70 - Max $123,959.18 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. Reflected is the national base pay range and title offered for this job at the current level. Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Tracy - 111 W 10th St - TRACY BC (CA2107) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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.

Job Description Welcome to the world of possibility at Paul Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour, plus the opportunity to make a meaningful impact on students' futures, this position offers more than just a job-it offers a fulfilling career. YOUR DAY As a Financial Aid Advisor, your days will be dedicated to helping students achieve their dreams in the beauty industry. You'll start by assisting students and parents in crafting financial plans tailored to their needs, guiding them through paperwork for grants and loans with expertise honed from your experience. Throughout the day, you'll provide personalized support and guidance, ensuring compliance with federal and state financial aid requirements while maintaining the utmost confidentiality. Your role is not just about crunching numbers-it's about empowering students to navigate the financial landscape with confidence and clarity, making a lasting impact on their educational journey. YOUR HOURS Your journey with us as a full-time Financial Aid Advisor will be a Monday to Friday adventure, with your days stretching from 8:30 am to 4:30 pm. It's a full-time commitment, but the rewards are endless! REQUIREMENTS Bachelor's degree or equivalent experience Computer and data entry skills Ability to multitask and coach others Excellent interpersonal and communication skills, both verbal and written Strong work history with verifiable references Passion for the beauty industry Honesty and professionalism Contracting experience is preferred. OUR MISSION At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it! READY TO APPLY? Are you ready to embark on a rewarding career journey with Paul Mitchell Schools? Take the first step towards joining our team by completing our initial 3-minute, mobile-friendly application today. Let's make dreams happen together! Apply now! Job Posted by ApplicantPro

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Westamerica Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at a local branch. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches. Responsibilities: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * High school diploma or equivalent (Bachelor's Degree Preferred) * Minimum of two (2) years investment sales experience (preferably in a financial institution) * Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 * Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) * Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: * Demonstrated ability to sell products and services to investment clients; evidence of strong sales results * Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space * Excellent knowledge of investment/insurance products and financial planning Core Competencies: * Strong self-motivation and ability to work independently * Excellent verbal, written and interpersonal communication skills * Possess strong organization skills * Excellent customer service and business focus with a great attention to detail * Effective research and analysis skills #LI-Onsite Pay Range:68640 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Full-time position available on or after December 1, 2025 in University Budget Services. This position's responsibilities are carried out independently under general supervision. The incumbent is responsible for performing advanced budget analysis work by exercising lead oversight for most projects and responsibilities. Applies advanced budgeting job skills, detailed knowledge of budgeting policies and procedures, project management skills, and organizational and stakeholder acumen to complete substantive assignments, projects, and related work of significant technical scope and complexity. Exercises advanced discernment in selecting methods and techniques for obtaining solutions. In collaboration with management, oversees, assesses, formulates, and evaluates programs, policies, and procedures. Work is focused on ensuring alignment with overall objectives and may provide lead work direction with accountability for results. Job Duties Duties include but are not limited to: Performs advanced budget analysis work with lead oversight for most projects and responsibilities. Consults with and advises campus officials on budget requests, including projections, revenue costs, and budgetary controls. Analyzes position control, labor cost distribution, and budgetary control functions to ensure fiscal integrity. Leads campus preparation and submission of annual budget allocations and required Chancellor's Office reporting (e.g., FIRMS), ensuring accuracy and compliance. Provides consultative guidance to campus divisions on administering budgetary and financial policies in alignment with CSU and campus requirements. Identifies and recommends improvements to budget and labor cost distribution processes based on analysis of recurring issues and emerging needs. Surveys and researches complex budget matters, including comparative analysis using state databases, other institutions, and external financial sources. Provides input on financial system upgrades, including design considerations, testing, and verification of results. Conducts in-depth troubleshooting of financial system issues and recommends corrective actions. Performs advanced forecasting of revenues and expenditures across multiple funding sources, including student fees, self-support funds, and trust funds. Synthesizes large-scale financial data into actionable recommendations for campus leadership and budget committees. Analyzes and resolves complex or sensitive budget issues requiring discretion and coordination across divisions. Recommend and implement campus-level budget plans, initiatives, and process improvements. In collaboration with management, reviews, assesses, and evaluates programs, policies, and procedures to ensure effectiveness and compliance. Develops and refines campus budget processes, standards, and procedures to improve transparency and efficiency. Provides lead work direction, training, and mentoring to other analysts and staff to ensure consistency and accuracy in budget practices. Designs and implements advanced budget models, tools, and templates to support campus planning, scenario modeling, and decision-making. Represents the Budget Office on campus budget advisory committees and related meetings, presenting analysis and communicating budget implications. Collaborates with management to evaluate and recommend campus-level budget policies and initiatives. May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards. At the direction of appropriate administrator, may provide support to other areas within department as needed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, a logical assignment to this classification, or if it involves performing duties of a lower-level classification as required. Other duties as assigned. Minimum Qualifications Experience: Equivalent to four (4) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.) Education: Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.) Preferred Qualifications Experience in a higher education or university setting. Experience in CSU or higher education budgeting or finance. Experience working with data query and reporting tools. Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system. Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries). Experience supporting or coordinating financial system testing, upgrades, or integrations. Familiarity with position management processes in higher education or large organizations. Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting. Knowledge, Skills, Abilities Advanced knowledge of financial, budgetary, and accounting principles and practices. Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es). Thorough knowledge of the principles of position control and budgetary alignment. Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management. Advanced knowledge of research techniques and statistical principles and procedures. Knowledge of or ability to quickly learn the financial structure and financial procedures of the university. Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action. Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations. Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures. Ability to effectively mentor or lead the work of others. Salary Range Anticipated starting salary: $5,877 (step 1) - $6,361 (step 5) per month plus excellent paid benefits. Step placement will be determined based on relevant qualifications and professional experience. Future increases, including step advancement, are subject to contract negotiations. Full range: $5,877 (step 1) - $8,561 (step 20). Compensation & Benefits Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary How to Apply To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. Application Deadline OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER NOVEMBER 7, 2025. (Applications received after the screening date will be considered at the discretion of the university.) Criminal Background Clearance Notice Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Additional Information Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form. CSU Stanislaus hires only individuals lawfully authorized to work in the United States. 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 document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

As a member of the Finance Department, prepare and analyze data/reports for various organization wide functions. Manage data from clinical systems, to accounting systems. Generate financial and regulatory reports, provide data and analytical overview to both internal and external customers. This is a hybrid opportunity, and may be required to report to the Atwater site two to three times per month. Initial training period will require working at our Atwater Administration site. Schedule is Monday - Friday, from 8:00am - 5:00pm Compensation: $85,924.80 - $91,939.54 Annual Salary Golden Valley Health Centers offers excellent benefits including Medical: (0 Deductible / $2,000 Individual; $4,000 Family Out-of-Pocket Max), excellent PPO coverages; Dental; Vision; 403(b) with match, FSA plans, gym discounts, and so much more! Essential Duties and Responsibilities Prepare and analyze monthly financial, statistical and budgeting reports. Communicate across teams, providing analytical overviews on key metrics. Evaluate and analyze results relative to expectations; understand, explain, and communicate variances; and adapt solutions to reflect emerging insights. Propose ideas for process improvements. Perform data analysis on financial, billing, payroll, and clinical data. Research information related to contracts and grants. Create ad-hoc and scheduled reports to pull data from the EHR, Accounting, and other systems. Assist with preparing regulatory reports (State and Federal). Understand and manage the data flow from the Practice Management System to the Accounting System. Assist with analysis of charges, adjustments, and payments. Provide support and resources to other members of the finance department. Work with other GVHC departments to retrieve relevant data for analysis. Complete special projects. Perform other duties as assigned. Min. Qualifications Proficiency in operating a personal computer. Experience utilizing software such as; MS Office Suite, Accounting & Payroll systems, and database management software. Advanced Excel skills, particularly related to working with pivot tables and advanced formulas. Quick learner, who can work independently and manage time efficiently. Able to research and understand government rules and regulations. Must be approachable, show respect for others and be able to present data with effective communication and presentation skills while explaining concepts. Detail oriented, precise and well organized. Work well in a team environment. Able to meet short deadline projects with quality work. Physical Demands Must be able to lift up to 20 pounds occasionally and push up to 50 pounds (on wheels) on rare occasions. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must have vision with or without lenses that is adequate to read memos, a computer screen, personnel forms and clinical and administrative documents. Must have high manual dexterity. Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouching, reaching, kneeling, twisting/turning, fingering and feeling. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually average. Education/Experience Requirements High school diploma or equivalent. Bachelor's degree in accounting, finance or business. A minimum of two (2) years of hands-on accounting/finance or business analyst experience; preferably in a healthcare setting, coupled with experience working with governmental agencies and/or insurance companies. Experience in a computer-oriented environment.

As a member of the Finance Department, prepare and analyze data/reports for various organization wide functions. Manage data from clinical systems, to accounting systems. Generate financial and regulatory reports, provide data and analytical overview to both internal and external customers. This is a hybrid opportunity, and may be required to report to the Atwater site two to three times per month. Initial training period will require working at our Atwater Administration site. Schedule is Monday - Friday, from 8:00am - 5:00pm Compensation: $85,924.80 - $91,939.54 Annual Salary Golden Valley Health Centers offers excellent benefits including Medical: (0 Deductible / $2,000 Individual; $4,000 Family Out-of-Pocket Max), excellent PPO coverages; Dental; Vision; 403(b) with match, FSA plans, gym discounts, and so much more! Essential Duties and Responsibilities * Prepare and analyze monthly financial, statistical and budgeting reports. * Communicate across teams, providing analytical overviews on key metrics. * Evaluate and analyze results relative to expectations; understand, explain, and communicate variances; and adapt solutions to reflect emerging insights. * Propose ideas for process improvements. * Perform data analysis on financial, billing, payroll, and clinical data. * Research information related to contracts and grants. * Create ad-hoc and scheduled reports to pull data from the EHR, Accounting, and other systems. * Assist with preparing regulatory reports (State and Federal). * Understand and manage the data flow from the Practice Management System to the Accounting System. * Assist with analysis of charges, adjustments, and payments. * Provide support and resources to other members of the finance department. * Work with other GVHC departments to retrieve relevant data for analysis. * Complete special projects. * Perform other duties as assigned. Min. Qualifications * Proficiency in operating a personal computer. * Experience utilizing software such as; MS Office Suite, Accounting & Payroll systems, and database management software. * Advanced Excel skills, particularly related to working with pivot tables and advanced formulas. * Quick learner, who can work independently and manage time efficiently. * Able to research and understand government rules and regulations. * Must be approachable, show respect for others and be able to present data with effective communication and presentation skills while explaining concepts. * Detail oriented, precise and well organized. * Work well in a team environment. * Able to meet short deadline projects with quality work. Physical Demands * Must be able to lift up to 20 pounds occasionally and push up to 50 pounds (on wheels) on rare occasions. * Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. * Must have vision with or without lenses that is adequate to read memos, a computer screen, personnel forms and clinical and administrative documents. * Must have high manual dexterity. * Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouching, reaching, kneeling, twisting/turning, fingering and feeling. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually average. Education/Experience Requirements * High school diploma or equivalent. * Bachelor's degree in accounting, finance or business. * A minimum of two (2) years of hands-on accounting/finance or business analyst experience; preferably in a healthcare setting, coupled with experience working with governmental agencies and/or insurance companies. * Experience in a computer-oriented environment.

* * Full-time position available on or after December 1, 2025 in University Budget Services. This position's responsibilities are carried out independently under general supervision. The incumbent is responsible for performing advanced budget analysis work by exercising lead oversight for most projects and responsibilities. Applies advanced budgeting job skills, detailed knowledge of budgeting policies and procedures, project management skills, and organizational and stakeholder acumen to complete substantive assignments, projects, and related work of significant technical scope and complexity. Exercises advanced discernment in selecting methods and techniques for obtaining solutions. In collaboration with management, oversees, assesses, formulates, and evaluates programs, policies, and procedures. Work is focused on ensuring alignment with overall objectives and may provide lead work direction with accountability for results. * Job Duties * Duties include but are not limited to: * Performs advanced budget analysis work with lead oversight for most projects and responsibilities. * Consults with and advises campus officials on budget requests, including projections, revenue costs, and budgetary controls. * Analyzes position control, labor cost distribution, and budgetary control functions to ensure fiscal integrity. * Leads campus preparation and submission of annual budget allocations and required Chancellor's Office reporting (e.g., FIRMS), ensuring accuracy and compliance. * Provides consultative guidance to campus divisions on administering budgetary and financial policies in alignment with CSU and campus requirements. * Identifies and recommends improvements to budget and labor cost distribution processes based on analysis of recurring issues and emerging needs. * Surveys and researches complex budget matters, including comparative analysis using state databases, other institutions, and external financial sources. * Provides input on financial system upgrades, including design considerations, testing, and verification of results. * Conducts in-depth troubleshooting of financial system issues and recommends corrective actions. * Performs advanced forecasting of revenues and expenditures across multiple funding sources, including student fees, self-support funds, and trust funds. * Synthesizes large-scale financial data into actionable recommendations for campus leadership and budget committees. * Analyzes and resolves complex or sensitive budget issues requiring discretion and coordination across divisions. * Recommend and implement campus-level budget plans, initiatives, and process improvements. * In collaboration with management, reviews, assesses, and evaluates programs, policies, and procedures to ensure effectiveness and compliance. * Develops and refines campus budget processes, standards, and procedures to improve transparency and efficiency. * Provides lead work direction, training, and mentoring to other analysts and staff to ensure consistency and accuracy in budget practices. * Designs and implements advanced budget models, tools, and templates to support campus planning, scenario modeling, and decision-making. * Represents the Budget Office on campus budget advisory committees and related meetings, presenting analysis and communicating budget implications. * Collaborates with management to evaluate and recommend campus-level budget policies and initiatives. * May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards. * At the direction of appropriate administrator, may provide support to other areas within department as needed. * The omission of specific statements of duties does not exclude them from the position if the work is similar, related, a logical assignment to this classification, or if it involves performing duties of a lower-level classification as required. * Other duties as assigned. * Minimum Qualifications * Experience: Equivalent to four (4) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.) Education: Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.) * Preferred Qualifications * Experience in a higher education or university setting. * Experience in CSU or higher education budgeting or finance. * Experience working with data query and reporting tools. * Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system. * Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries). * Experience supporting or coordinating financial system testing, upgrades, or integrations. * Familiarity with position management processes in higher education or large organizations. * Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting. * Knowledge, Skills, Abilities * Advanced knowledge of financial, budgetary, and accounting principles and practices. * Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es). * Thorough knowledge of the principles of position control and budgetary alignment. * Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management. * Advanced knowledge of research techniques and statistical principles and procedures. * Knowledge of or ability to quickly learn the financial structure and financial procedures of the university. * Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action. * Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations. * Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures. * Ability to effectively mentor or lead the work of others. * Salary Range * Anticipated starting salary: $5,877 (step 1) - $6,361 (step 5) per month plus excellent paid benefits. Step placement will be determined based on relevant qualifications and professional experience. Future increases, including step advancement, are subject to contract negotiations. Full range: $5,877 (step 1) - $8,561 (step 20). * Compensation & Benefits * Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary * How to Apply * To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the "Apply Now" button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. * Application Deadline * OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER NOVEMBER 7, 2025. (Applications received after the screening date will be considered at the discretion of the university.) * Criminal Background Clearance Notice * Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. * Additional Information * Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at ****************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at **************. California Relay Service is available at ************** voice and ************** TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form. CSU Stanislaus hires only individuals lawfully authorized to work in the United States. 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 document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. * * The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE Advertised: Oct 23 2025 Pacific Daylight Time Applications close:

Full-time position available on or after December 1, 2025 in University Budget Services. This position's responsibilities are carried out independently under general supervision. The incumbent is responsible for performing advanced budget analysis work by exercising lead oversight for most projects and responsibilities. Applies advanced budgeting job skills, detailed knowledge of budgeting policies and procedures, project management skills, and organizational and stakeholder acumen to complete substantive assignments, projects, and related work of significant technical scope and complexity. Exercises advanced discernment in selecting methods and techniques for obtaining solutions. In collaboration with management, oversees, assesses, formulates, and evaluates programs, policies, and procedures. Work is focused on ensuring alignment with overall objectives and may provide lead work direction with accountability for results. Job Duties Duties include but are not limited to: Performs advanced budget analysis work with lead oversight for most projects and responsibilities. Consults with and advises campus officials on budget requests, including projections, revenue costs, and budgetary controls. Analyzes position control, labor cost distribution, and budgetary control functions to ensure fiscal integrity. Leads campus preparation and submission of annual budget allocations and required Chancellor's Office reporting (e.g., FIRMS), ensuring accuracy and compliance. Provides consultative guidance to campus divisions on administering budgetary and financial policies in alignment with CSU and campus requirements. Identifies and recommends improvements to budget and labor cost distribution processes based on analysis of recurring issues and emerging needs. Surveys and researches complex budget matters, including comparative analysis using state databases, other institutions, and external financial sources. Provides input on financial system upgrades, including design considerations, testing, and verification of results. Conducts in-depth troubleshooting of financial system issues and recommends corrective actions. Performs advanced forecasting of revenues and expenditures across multiple funding sources, including student fees, self-support funds, and trust funds. Synthesizes large-scale financial data into actionable recommendations for campus leadership and budget committees. Analyzes and resolves complex or sensitive budget issues requiring discretion and coordination across divisions. Recommend and implement campus-level budget plans, initiatives, and process improvements. In collaboration with management, reviews, assesses, and evaluates programs, policies, and procedures to ensure effectiveness and compliance. Develops and refines campus budget processes, standards, and procedures to improve transparency and efficiency. Provides lead work direction, training, and mentoring to other analysts and staff to ensure consistency and accuracy in budget practices. Designs and implements advanced budget models, tools, and templates to support campus planning, scenario modeling, and decision-making. Represents the Budget Office on campus budget advisory committees and related meetings, presenting analysis and communicating budget implications. Collaborates with management to evaluate and recommend campus-level budget policies and initiatives. May be required to obtain additional training and/or certification as part of professional development, based on department and/or campus needs, to stay current with industry standards. At the direction of appropriate administrator, may provide support to other areas within department as needed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, a logical assignment to this classification, or if it involves performing duties of a lower-level classification as required. Other duties as assigned. Minimum Qualifications Experience: Equivalent to four (4) years of relevant experience. (An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.) Education: Equivalent to a bachelor's degree in a related field. (Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown below may be substituted for the required education on a year-for-year basis.) Preferred Qualifications Experience in a higher education or university setting. Experience in CSU or higher education budgeting or finance. Experience working with data query and reporting tools. Experience with PeopleSoft Financials and Human Resources or another large, complex enterprise financial system. Experience preparing budget materials for executive-level decision-making (e.g., variance analyses, funding proposals, or feasibility summaries). Experience supporting or coordinating financial system testing, upgrades, or integrations. Familiarity with position management processes in higher education or large organizations. Experience developing or maintaining budget models, templates, or dashboards to support planning and forecasting. Knowledge, Skills, Abilities Advanced knowledge of financial, budgetary, and accounting principles and practices. Thorough knowledge of the purpose, functions, and fiscal organization of the campus(es). Thorough knowledge of the principles of position control and budgetary alignment. Advanced knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management. Advanced knowledge of research techniques and statistical principles and procedures. Knowledge of or ability to quickly learn the financial structure and financial procedures of the university. Ability to analyze and review the campus budgets and financial practices, and present complex budget information in a clear, concise, and professional manner, analyze situations accurately, and develop an effective course of action. Advanced analytical skills in order to evaluate and interpret data to develop sound conclusions and recommendations. Advanced communication and interpersonal skills to effectively present information and ideas and advise managers, staff, and faculty regarding budgeting policies and procedures. Ability to effectively mentor or lead the work of others. Salary Range Anticipated starting salary: $5,877 (step 1) - $6,361 (step 5) per month plus excellent paid benefits. Step placement will be determined based on relevant qualifications and professional experience. Future increases, including step advancement, are subject to contract negotiations. Full range: $5,877 (step 1) - $8,561 (step 20). Compensation & Benefits Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary How to Apply To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. Application Deadline OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER NOVEMBER 7, 2025. (Applications received after the screening date will be considered at the discretion of the university.) Criminal Background Clearance Notice Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Additional Information Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at ****************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at **************. California Relay Service is available at ************** voice and ************** TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form. CSU Stanislaus hires only individuals lawfully authorized to work in the United States. 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 document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE

Temp to Hire Comp: $26.00-$29/hr. Stockton, CA Looking for a foot in the door with working in government? We are seeking a Finance Specialist II to support the financial operations of our client's organization in Stockton. This journey-level role is responsible for performing moderately complex financial, accounting, and payroll-related duties that contribute to accurate reporting and sound decision-making. After temp-to-hire period, you'd be eligible for great benefits. Key Responsibilities: Review and post accounts payable entries and verify accuracy. Review and post accounts receivable and cash receipt entries. Perform regular cash reconciliations and investigate discrepancies. Analyze and reclass general ledger transactions as needed. Monitor general ledger accounts regularly to ensure financial accuracy and integrity. Assist with the preparation of timely and accurate financial statements and disclosures. Support month-end and year-end closing activities. Perform payroll administration duties and related reporting tasks. Collaborate with internal departments to resolve accounting or reporting issues. Ensure compliance with applicable accounting standards, financial regulations, and internal controls. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 2-3 years of progressive experience in accounting or financial operations. Solid understanding of GAAP and general ledger practices. Experience with payroll administration and financial reporting. Proficient in Microsoft Excel and financial/accounting software. Strong analytical and problem-solving skills with high attention to detail. Effective verbal and written communication skills. Ability to work independently, exercise sound judgment, and manage multiple priorities. Valid driver's license.

We are looking for a skilled Finance Specialist to join our team in Stockton, California. This is a Contract to permanent position that offers an excellent opportunity to showcase your expertise in financial processes and analysis. The ideal candidate will have a strong background in accounting and general ledger management, coupled with an analytical mindset to support financial operations. Responsibilities: - Examine accounts payable entries to ensure accuracy and proper posting. - Verify and post cash receipts and accounts receivable transactions. - Conduct thorough cash reconciliations to maintain financial accuracy. - Regularly review general ledger accounts to identify and correct discrepancies. - Reclassify general ledger entries as necessary to ensure accurate reporting. - Utilize financial modeling techniques to support decision-making processes. - Perform detailed account analysis to provide insights into financial trends. - Collaborate with team members to improve financial workflows and reporting. - Prepare and present financial data to stakeholders as needed. - Support the finance team with ad hoc reporting and analysis tasks. Requirements - Minimum of 4 years of experience in accounting or finance roles. - Proficiency in general ledger management and account analysis. - Strong analytical skills to assess and interpret financial data. - Experience with cash reconciliations and accounts payable processes. - Familiarity with financial modeling techniques and tools. - Excellent attention to detail and organizational skills. - Ability to work independently and prioritize tasks effectively. - Strong communication skills for collaborating with team members and presenting financial findings. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Your Role The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. This role is responsible for consolidated reporting, annual planning, monthly forecasting, and performance reporting. It also involves analyzing important strategic initiatives to enhance business outcomes, as well as overseeing the coordination and integration of cross-functional system requirements and deadlines. We are a hybrid business unit that works both remotely and in office. You must reside in California for this position.

at JBS USA POSITION: Plant Financial Analyst DEPARTMENT: Finance LOCATION: Manteca, CA SALARY CLASS: Exempt Our Company, Your Opportunity: JBS Prepared Foods is a company with an 80-year history of providing high quality, great tasting sliced meats, bacon, ham and ribs. JBS Prepared Foods (formerly Swift Prepared Foods and Plumose) was acquired by JBS, the world's leading provider of beef, chicken and pork, with a vision of building the company into a leader in Protein Centric Prepared Foods. The position will have both strategic and tactical elements and the person may wear different hats. This is an opportunity for people who want to think Big, dream Big and work to make Big ideas a reality. Our Mission: To be THE BEST in all we do. We are completely focused on our business, ensuring the BEST products and services to our customers, a relationship of trust with our suppliers and profitability for our shareholders. All this, we do to provide an opportunity for a better future for all of our TEAM MEMBERS. Scope of Position: The Plant Financial Analyst position functions as a business support person to the plant and financial management team. The role is instrumental in bringing analytical analyses to leadership team to enable decisions that directly impact business performance and outcomes. The position supports month-end close and special projects as requested, and works closely with manufacturing to understand issues and how they impact the financial results as well as educate/inform department(s) on cost divers and variances. You will provide accounting support through review and validation of material transactions and processes to increase the accuracy of our financial statements. JBS Prepared Foods offers opportunities to identify, lead, and drive process improvements, while working in a team environment and interact with multiple functions across the organization. Responsibilities: Work to implement and apply cost accounting policies and procedures. Support Plant Controller's efforts for implementing and maintaining internal controls. Analyze financial performance and create action plans for unfavorable gaps. Prepare and process assigned daily/monthly journal entries. Establish processes to reduce production costs. Analyze current and past trends in key performance indicators Support the local plant budgeting process of the fixed and variable expenses. Prepares, reports actual vs. budget results on monthly and quarterly presentations. Maintains the packaging standards costing files and tracks daily performances of packaging to earned standards. The above list is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. May perform other duties as assigned. Skills and Qualifications: Bachelor's degree in Accounting, Finance or related field required 3+ years of directly related experience required Strong analytical skills, accuracy, and attention to detail is crucial for this role Proficiency in Excel and Power Point SAP experience is highly preferred Excellent problem solving skills Action oriented with ability to multi-task Team player with a positive, can do attitude and agility to multiple work streams An individual must be able to perform each essential duty satisfactorily. Physical Demands/ Work Environment: This role is based in a processing facility and individuals in this role are expected to spend time on the plant floor. While at the facility, employee will be subject to extreme temperatures, humid/wet environments and other hazards common to a food manufacturing facility The Company is dedicated to ensuring a safe and secure environment for our team members and visitors. To assist in achieving that goal, we conduct a drug, alcohol, and background check for all new team members post-offer and prior to the start of employment. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of the third day of work. Travel: 0% - 5%. Travel is possible, but rare. The applicant who fills this position will be eligible for the following compensation and benefits:· Benefits: Vision, Medical, and Dental coverage begin after 60 days of employment;· Paid Time Off: sick leave, vacation, and 6 company observed holidays;· 401(k): company match begins after the first year of service and follows the company vesting schedule;· Base salary range of $70K-$80K· Incentive Pay: This position is eligible to participate in the Company's annual bonus plan, the amount of bonus varies and is subject to the standard terms and conditions of the incentive program;· Career Development: Our company is dedicated to supporting professional growth by offering continuous learning opportunities and a focus on career growth through various learning and development programs.