Finance advisor jobs in Vermont - 54 jobs

Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. **This is not a remote role - The candidate must be local to Montepelier, VT and will be on-site at EastRise Credit Union .** Job Overview: A Financial Consultant 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:58500 - 58500 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.

We're Hiring: Financial Advisor Guided Wealth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? Guided Wealth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals. Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward. Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations. Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends. Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services. Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market. Qualifications Minimum of five years' experience as a financial advisor. Hold Series 7, Series 66, and Life & Health licenses. CFP designation strongly preferred. Strong interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Book of business preferred, but not required. Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience. Exempt status Variable compensation based on performance. Comprehensive benefits package, including PTO and paid holidays. 401(k) plan with employer match. Professional development opportunities and practice-provided resources to help grow your client base. How to Apply If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Equal Opportunity Employer Guided Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: Bachelors Degree or equivalent education and experience Minimum 3 years investment and insurance sales experience required Skills and Abilities: Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations Strong communication and PC skills No significant compliance issues Has developed a process for client segmentation Demonstrated team player and high quality service provider Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. 20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of production consistent with individual or team goals. 20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations. 10% Interviews and profiles prospects to determine investment and insurance needs, recommends appropriate products/ solutions and makes appropriate referrals to branch or to other business partners. 5% Cultivates and fosters proactive relationships with branch business partners with regular meetings to discuss sales ideas, referral opportunities and results of customer meetings. 5% Other duties as required Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026. Our Financial Planning Mastery Program We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides: Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance Structured development toward market growth with emphasis on advanced planning and client attraction Financial support, classroom training, mentorships, partnerships, and joint work opportunities Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients What You'll Do Implement and scale your strategic business plan through mentorship and world-class training Establish networks, cultivate referrals, and develop long-term client relationships Provide financial solutions through fact-gathering and needs analysis Broaden your skillset through ongoing professional development and joint work with fellow associates Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services What We're Looking For Ambitious leaders ready to make an impact in New England Relationship-builders with a client-first approach and strong interpersonal skills Assertive, independent, and self-motivated professionals Charismatic connectors with high social confidence Minimum 5 years professional experience (sales, business development, or client-facing roles preferred) Benefits Comprehensive health benefits (medical, dental, vision, disability, life insurance) 401(k) with company match eligibility Recognition programs and events for top performers Grant opportunities for personal philanthropic involvement through our charitable foundation Ongoing leadership and career development opportunities

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to: Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied. Administer and settle trust and estates in accordance with a decedent's Last Will & Testament, Trust Agreement, and/or applicable documents. Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate. Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements. Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes. Daily review of account activity. Perform annual reviews and any other applicable regulatory reviews Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures. Direct and oversee the transfer of funds, distributions, and payment of invoices. Manage, secure, insure, value, and oversee unique/non-standard assets in accounts. Prepare interim and final accountings for trusts and estates, as needed. Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.). Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities. Supervise assigned personnel in accordance with all relevant corporate policies Provide guidance and training support to Trust personnel and internal/external business partners as needed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Ancillary Duties: Perform other related duties as assigned or directed. Qualifications Education, Training and Requirements: J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred All applicants must be 18 years of age or older Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply. Skills: Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver's license. Experience: Minimum of five (5) years' experience in trust or wealth management industry or related position preferred.

Job Details Job Ref:R0083602 Category:Finance and Accounting Employment Type:Full-Time Health Care Partner:University of Vermont Medical Center Location: 40 IDX Dr, South Burlington, VT 05403 Department:Budget Job Type:Regular Primary Shift:Day Hours:8:00 AM - 4:30 PM Hours per Week: 40 Weekend Needs:Other Pay Rate: $32.70 - $49.05 per hour This position is onsite located at our offices in South Burlington, VT. JOB DESCRIPTION: The Financial Specialist is responsible for the maintenance of the UVM Health Network financial reporting and budgeting software application (Axiom). This includes but is not limited to loading, validating, and distributing financial data and KPIs within the application. The incumbent is responsible for accurate and timely fiscal reporting to a variety of areas and will be the primary contact for their assigned affiliate. They will be a resource for training users in the budget application, budget report interpretation, budget workbook functionality, as well as report generation/distribution for actual to budget monitoring. Data normalization, monthly analysis, special projects also components of this position. EDUCATION: Bachelor's degree in accounting, finance, IT, or related discipline preferred. An equivalent combination of education and experience from which comparable knowledge and abilities were acquired will be considered. EXPERIENCE: Experience that demonstrates knowledge and familiarity with general finance or health care finance, accounting and budgeting. Advanced knowledge of Excel spreadsheets required. Prior experience with Axiom, report writing, or database management preferred.

The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities * Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. * Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. * Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. * Develop reports to provide department and divisional leaders with actual financial results versus projected results. * Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. * Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. * Performs sales analytics and supports customer profitability analysis. * Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. * Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. * Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. * Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential.

Job Summary: The Finance Specialist role is in support of VEIC's finance team and financial activities, focusing primarily on support of the Financial Operations functions - Disbursements & Payroll, Revenue, and Accounting. This role provides critical support for finance processes across these areas, with a specific focus on the interplay of these processes with VEIC's financial systems. Location:This is a hybrid position, and the ideal candidate will be located in Vermont.Essential Functions: Disbursements & Payroll: Responsible for process support of all related activities Serves as a liaison between Disbursements & Payroll and Financial Systems team Serves as the Subject Matter Expert (SME) for Disbursements & Payroll pertaining to ERP implementation, maintenance, and improvements Revenue & Invoicing: Serves as a liaison between Revenue and Financial Systems teams Serves as the Subject Matter Expert (SME) for Revenue function pertaining to ERP implementation maintenance, and improvements Responsible for process support of all related activities, as needed Accounting: Assists with the liaison between Accounting and Financial Systems teams Responsible for implementation, maintenance, and process improvements of the Finance JIRA system Other duties as assigned. Knowledge and Experience: Strong personal commitment to the mission, vision, goals and values of VEIC. Bachelor's degree and 2 - 4 years of relevant experience, or equivalent combination of education and experience. Ability to work independently in facilitating larger project work, working through others to accomplish organizational goals. Strong desktop computing skills and experience. Demonstrated ability to be organized, detail-oriented, accurate, and able to handle multiple tasks and competing priorities in a dynamic and fast paced environment. Demonstrated experience in providing excellent customer service to internal and external customers. All positions at VEIC are subject to criminal background checks. This screening is conducted in compliance with applicable laws and is a standard part of our hiring process to ensure the safety and security of our employees, clients, and contractual obligations. Work Environment and Physical Requirements: This position primarily involves desk-based work with extensive collaboration and communication responsibilities. Physical requirements include: Ability to remain stationary at a workstation for extended periods (typically 6-8 hours per day with regular breaks) Regular use of computer, keyboard, mouse, and telephone/headset requiring fine motor skills and repetitive hand/wrist movements Visual acuity to view digital screens, documents, and presentations for prolonged periods Verbal communication abilities are sufficient for clear articulation during in-person and virtual meetings, presentations, and discussions Auditory capabilities to participate effectively in conversations, conference calls, and virtual collaboration sessions Cognitive focus for simultaneous management of multiple communication streams, projects, and stakeholder relationships Occasional movement between meeting spaces, collaboration areas, and individual workstations Minimal lifting requirements (typically under 15 pounds) for office supplies, equipment, or materials VEIC provides ergonomic assessments and appropriate accommodation to support team members in this collaborative environment, if needed. Our commitment to wellness includes encouraging regular movement breaks and supporting flexible work arrangements that promote sustainable productivity aligned with our core values. Travel Requirements: No Travel Required This position does not require regular travel. Occasional in-person attendance at company events or meetings (typically 0-2 times per year) may be encouraged, but participation is often optional or available virtually. Culture Inclusive Workplace statement: We are committed to building a work community that is inclusive and welcoming to all individuals. We value a culture that includes a variety of backgrounds, experiences, perspectives, and thoughts. Climate change impacts all of us; however, we are impacted differently based on our identities and experiences. We all deserve a place at the table to make decisions about our collective future - we hope you'll consider joining us as we work towards our vision for a healthy planet, thriving people, and energy justice. Candidates across all markers of identity (age, race, gender, ability, veteran status, communication style, etc.) are highly encouraged to apply. Any emails from VEIC team members will originate from *********** email address. If you encounter anything that raises suspicions during your interactions, we encourage you to exercise caution and suspend or discontinue communications.

Building Name: UVMMC - 40 IDX DriveLocation Address: 40 IDX Drive, South Burlington VermontRegularDepartment: BudgetFull TimeStandard Hours: 40Biweekly Scheduled Hours: 80Shift: DayPrimary Shift: 8:00 AM - 4:30 PMWeekend Needs: OtherSalary Range: Min $32.70 Mid $40.88 Max $49.05Recruiter: Abby Luck This position is onsite located at our offices in South Burlington, VT. JOB DESCRIPTION: The Financial Specialist is responsible for the maintenance of the UVM Health Network financial reporting and budgeting software application (Axiom). This includes but is not limited to loading, validating, and distributing financial data and KPIs within the application. The incumbent is responsible for accurate and timely fiscal reporting to a variety of areas and will be the primary contact for their assigned affiliate. They will be a resource for training users in the budget application, budget report interpretation, budget workbook functionality, as well as report generation/distribution for actual to budget monitoring. Data normalization, monthly analysis, special projects also components of this position. EDUCATION: Bachelor's degree in accounting, finance, IT, or related discipline preferred. An equivalent combination of education and experience from which comparable knowledge and abilities were acquired will be considered. EXPERIENCE: Experience that demonstrates knowledge and familiarity with general finance or health care finance, accounting and budgeting. Advanced knowledge of Excel spreadsheets required. Prior experience with Axiom, report writing, or database management preferred.

Major Objectives: Ensure that students and families receive exceptional customer service and comprehensive information about financing a Saint Michael's education. Provide counseling to students/families who contact Financial Aid by phone, e-mail or in-person. Review financial aid files, complete federal verification and resolve conflicting information in an accurate and timely manner. Administer financial aid in accordance with federal and state regulations and institutional policy. Essential Duties and Responsibilities: Provide exceptional customer service. Advise prospective and current undergraduate students, graduate students, and parents on all aspects of financing a Saint Michael's education. Assist students and families in navigating the financial aid and billing process. Respond to student and family inquiries by phone, e-mail and in-person. Proactively contact students and applicants to resolve incomplete financial aid files Serve as a liaison with other offices on campus and campus constituencies. Represent Financial aid at Admission Open House and other events. Support daily office operations centered on financial aid processing and communication with students and families. Demonstrate a multicultural awareness and contribute an inclusive, diverse and respectful campus community. Promote a flexible, collaborative, and inclusive work environment and engage in educational opportunities to increase awareness and understanding of diverse populations. Recognize the value of cultural, ethnic, gender, and other individual differences in people. Help to create an environment that values and supports differences. For a full , please click here. The annual salary range for this position is $40,000-$50,000. This is a full-time position with benefits. We recognize that people assess their skills and experience differently. Studies have shown that some candidates may hesitate to apply for a position unless they feel they meet every qualification listed. However, many of the skills and responsibilities in this role can be developed on the job. If you believe you could bring value to our students and community and meet most of what we're looking for, we encourage you to apply. We are an equal opportunity employer and welcome applicants from all backgrounds. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Benefits include health, dental, vision, employer-paid life and disability insurance, voluntary life, critical illness and accident insurance options, parental leave, flexible spending accounts (healthcare and dependent care), 401(k), generous paid time off, paid holidays, employee and dependent tuition benefits, employee and family assistance program, well-being programs and opportunities, discounted gym membership, paid volunteer time, use of the athletic facilities and the library, and countless opportunities to attend presentations, lectures, and other campus activities. Required Qualifications: High School Diploma or equivalent combination of education and experience 2+ years customer service experience or equivalent Experience with Microsoft Office products including Excel, Word and Outlook Excellent analytical and verbal and written communication skills Preferred Qualifications: Previous experience in Higher Education Familiarity with Federal Student Aid Systems Familiarity with Colleague by Ellucian Public speaking experience An offer of employment will be contingent upon the successful completion of background check and driving record check. Application Instructions: Please be prepared to include the following documents after clicking on the “Apply Now” button: Resume A cover letter that includes a statement describing your skills and experience that would contribute to the Enrollment Office's commitment towards Saint Michael's College and becoming a more culturally responsive and inclusive community. Please provide contact information for 2 professional references. Review of applications will begin immediately and continue until the position is filled. For a complete job description, benefits information, and to apply online, please visit: Saint Michael's College Careers

At Aspire Living & Learning, we don't just talk about making an impact, we live it. For more than 40 years, we've supported neurodiverse children and adults across New England and Maryland as they discover their passions, unlock their potential, and live more independently in their communities. Our person-centered services evolve with people's needs, from education and behavioral health to residential and community-based supports. We empower people to live lives shaped by their own interests, choices, and strengths. Join our collaborative, mission-driven team and bring your skills to work that makes a real difference every day. The Financial Analyst plays a key role in advancing Aspire's financial strength and mission impact. This position supports enterprise-wide financial planning, forecasting, and strategic decision-making through high-quality data analysis and modeling. As a member of the Financial Planning & Analysis (FP&A) team, the Financial Analyst partners with program, operations, and executive leaders to translate data into actionable insight, ensuring resources are aligned to support Aspire's vision and strategic priorities. What You Will Do: Financial Planning & Forecasting Oversee the budgeting process by maintaining templates, guiding budget holders on data and assumptions, validating submissions for accuracy, and developing executive-ready materials. Review financial results and update forecasts based on trends, run rates, and revised assumptions. Assist in developing multi-year financial projections to inform long-range planning and board reporting. Reporting & Analysis Conduct variance analysis to assess program and organizational financial performance. Analyze and present financial results to identify risks, opportunities, and performance drivers. Develop and automate financial reports and dashboards to deliver timely and accurate insights. Partner with Accounting and Operations to ensure data integrity across systems and reporting. Prepare presentations and materials for the CFO, Executive Team, and Board of Directors. Strategic Decision Support Build, maintain, and improve complex financial models to evaluate performance and inform decisions. Partner with operational leaders to evaluate service line performance and cost optimization opportunities. Provide analysis and modeling for strategic initiatives, M&A, real estate, and new program development. Support benchmarking and KPI development to measure and improve performance. Assist with financial assessment of grants, contracts, and investment opportunities. Continuous Improvement & Collaboration Identify and implement process improvements to enhance planning efficiency and accuracy. Support system enhancements and analytics initiatives within the Finance team. Serve as a thought partner to the Director of FP&A and CFO in advancing strategic finance capabilities. Promote collaboration and knowledge sharing within the Finance team. Our Ideal Candidate: Bachelor's degree in Finance, Accounting, Economics, or related field required. Minimum of 1 years of progressive experience or appropriate internship in FP&A, budgeting, or corporate finance; nonprofit or human services experience strongly preferred. Advanced Excel proficiency: experience with financial modeling and data visualization tools (Power BI, Tableau, UKG) preferred. Strong analytical mindset with exceptional attention to accuracy and detail. Able to clearly communicate financial information to non-financial audiences. Excellent organization, collaboration, and relationship-building skills. Ability to balance multiple priorities and meet deadlines. Aspire Living & Learning's Internal Mobility Policy ensures an equitable and efficient internal mobility system that aligns with the agency's commitment to professional development and growth. This policy fosters a culture of mobility within the organization, aiming to provide employees with opportunities for career advancement and fulfillment. Please reference the Internal Mobility Policy to review the process to be considered for other jobs at Aspire Living & Learning. Lateral Transfers: You do not need to submit an application at this time. You need to let your HR Partner know you're interested in being considered for the position. Your HR Partner will be the point of contact between you, your current manager, and your hiring manager. Promotions/ Cross-functional jobs: Please let your HR partner know you're interested in being considered for the position and they will confirm your eligibility to apply. Once you speak with your HR Partner, please submit an application. Below is the name and information of your HR Partners to be contacted prior to applying for a promotion or cross-functional opportunity. Connecticut (AS) employees: Heather Murphy, ****************** Connecticut (Child Services) employees: Wanetta Wilcher ******************* Maryland employees: Debbie Duran ***************** Massachusetts employees: Michelle Cutting ******************** New Hampshire employees: Michelle Cutting ******************** Vermont employees: Judy Stermer, ******************* Shared Services and Agency Leadership: Judy Stermer *******************

The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities * Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. * Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. * Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. * Develop reports to provide department and divisional leaders with actual financial results versus projected results. * Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. * Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. * Performs sales analytics and supports customer profitability analysis. * Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. * Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. * Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. * Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential. Benefits Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.

The Vermont Judiciary is seeking a Finance Specialist II for a permanent position in Montpelier. This position works at a professional level involving financial management, fund accounting, and internal auditing and reconciliation activities within the Vermont Judiciary. The principal function is the processing of payments and management of vendor accounts. The Finance Specialist II will provide professional accounting work in the maintenance, review, and reconciliation of financial records to ensure compliance with accepted accounting principles and standards. Work may involve performing a wide variety of routine accounting and bookkeeping tasks in multiple or complex fiscal programs, participating in the work of a unit within a centralized accounting operation. Duties are performed under the general supervision of the Finance Manager. Desired Knowledge and Skills Thorough knowledge of fiscal procedures, including automated fiscal recordkeeping and electronic spreadsheets. Working knowledge of basic contract requirements. Working knowledge of cost allocation practices and procedures. Ability to make mathematical computations with speed and accuracy. Ability to develop checkpoints to maintain over-all integrity of the financial system. Ability to interpret and apply rules and regulations of considerable complexity. Skill in preparing accurate financial and statistical reports. This is a permanent full-time position located in Montpelier, Vermont. Starting salary is $22.07 per hour. The Finance Specialist II is a non-exempt Judicial Branch position equivalent to pay grade 19. The State of Vermont's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation. Benefits 80% State paid medical premium and a dental plan at no cost for employees and their families Work/Life balance: 12 vacation days earned per year, 12 sick leave days earned per year, 13 paid holidays each year Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan Tuition Reimbursement Flexible spending healthcare and childcare reimbursement accounts Low-cost group life insurance Incentive-based Wellness Program Qualified Employer for Public Service Student Loan Forgiveness Program Minimum Requirements High School diploma or equivalent AND two (2) years or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records. OR Completion of a vocational/technical training program in business, office administration, financial support or related area AND one (1) year or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records. OR Associate's degree in accounting, business administration, office administration or a related field. OR Two years or more full-time college coursework in accounting, business administration, office administration or a related field. Summary of Duties Performs technical accounting duties such as making cost allocations to various cost centers and auditing financial documents for state and federal programs, special projects, grants, infrastructure projects, or capital construction projects to ensure compliance with specifications. Assists in compiling financial data for the preparation of financial reports. Prepares financial schedules. Posts, balances and reconciles accounting records. Processes financial transactions, disbursements, receipts, expenditures, and fund transfer requests. Makes corrections in accounting records. Performs and edits financial and statistical analysis for review. Assists professional staff in preparing and maintaining accounting systems. Prepares payrolls. Maintains time and attendance records. Maintains inventory records. Calculates accounting adjustments. Performs related duties as assigned. Scheduled hours of work generally conform to public court hours, but assignments may extend beyond those hours. Occasional travel to other courts within the State of Vermont may be required. Travel will be reimbursed according to State policies. This position will be eligible for longevity increases in accordance with the State step pay plan and annual cost of living increases as enacted by the Vermont State Legislature. Job Code # 25082 The State of Vermont celebrates diversity and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills in all state government positions. The Judicial Branch is committed to a policy of equal employment opportunity, and the recruitment process is designed to treat all applicants equitably. #INDHP

Job Description We're Hiring: Financial Advisor Guided Wealth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? Guided Wealth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals. Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward. Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations. Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends. Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services. Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market. Qualifications Minimum of five years' experience as a financial advisor. Hold Series 7, Series 66, and Life & Health licenses. CFP designation strongly preferred. Strong interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Book of business preferred, but not required. Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience. Exempt status Variable compensation based on performance. Comprehensive benefits package, including PTO and paid holidays. 401(k) plan with employer match. Professional development opportunities and practice-provided resources to help grow your client base. How to Apply If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Equal Opportunity Employer Guided Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026. Our Financial Planning Mastery Program We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides: Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance Structured development toward market growth with emphasis on advanced planning and client attraction Financial support, classroom training, mentorships, partnerships, and joint work opportunities Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients What You'll Do Implement and scale your strategic business plan through mentorship and world-class training Establish networks, cultivate referrals, and develop long-term client relationships Provide financial solutions through fact-gathering and needs analysis Broaden your skillset through ongoing professional development and joint work with fellow associates Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services What We're Looking For Ambitious leaders ready to make an impact in New England Relationship-builders with a client-first approach and strong interpersonal skills Assertive, independent, and self-motivated professionals Charismatic connectors with high social confidence Minimum 5 years professional experience (sales, business development, or client-facing roles preferred) Benefits Comprehensive health benefits (medical, dental, vision, disability, life insurance) 401(k) with company match eligibility Recognition programs and events for top performers Grant opportunities for personal philanthropic involvement through our charitable foundation Ongoing leadership and career development opportunities

The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. Develop reports to provide department and divisional leaders with actual financial results versus projected results. Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. Performs sales analytics and supports customer profitability analysis. Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential. Benefits Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: Consult with clients to assess their financial situations and develop customized financial plans Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) 2-5 years of experience in financial advising, wealth management, or investment consulting Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products Exceptional communication and interpersonal skills Proven track record of building and managing client relationships Team player with the ability to collaborate with others Proficient in financial planning software and CRM systems All applicants must be 18 years of age or older Preferred Skills: Experience with mass affluent, high-net-worth and commercial clients Strong analytical thinking and decision-making skills Bilingual or multilingual proficiency is a plus Familiarity with digital advisory platforms and financial technology tools High level of emotional intelligence, empathy, and professionalism Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications Comfortable working in a fast-paced, technology-driven environment Detail oriented with superior organizational skills and ability to prioritize