Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Job Purpose
We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment.
This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation.
Duties and Responsibilities
Strategic Analysis & Planning
* Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap.
* Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives.
* Translate strategic objectives into actionable initiatives and performance metrics.
Financial Modeling & Scenario Analysis
* Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options.
* Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python.
* Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit.
Market Research & Competitive Intelligence
* Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments.
* Provide thought leadership on market dynamics and articulate strategic implications for the business.
* Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement.
Cross-Functional Collaboration
* Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives.
* Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA).
* Integrate compliance and risk considerations into strategic planning and execution.
Executive Communication & Reporting
* Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board.
* Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives.
* Prepare executive- and board-level documents and scenario analyses to support strategic decision-making.
* Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment.
* Track performance against strategic goals and provide insights to refine execution plans.
Minimum Qualifications
* Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field.
* 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors.
* Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics.
* Strong understanding of financial regulations and compliance standards in the lending industry.
Preferred Qualifications
* Prior experience at a top-tier consulting firm, asset management firm or financial institution
* CFA, MBA, or advanced degree is a plus but not required.
* Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies.
Key Skills and Traits
* Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus.
* Strategic mindset with excellent problem-solving abilities and business acumen.
* Exceptional communication skills for presenting complex findings to non-technical stakeholders.
* Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities.
* Comfortable working with AI-enabled tools and adapting practices as technology evolves.
* Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous.
Working Conditions
This position works in an office environment.
Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$53k-88k yearly est. 15d ago
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Finance Officer
Brevard County, Fl 4.4
Finance analyst job in Brevard, NC
Department: Parks and Recreation Department Organizational Unit: North Area Parks Operations Position Type: Permanent Full Time/Part Time: Full Time $2,730.61 to $3,003.67 biweekly. Actual salary negotiable based on experience and qualifications. Government Center/Viera. Work schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Performs skilled professional work preparing, monitoring, planning, maintaining, coordinating, and analyzing the budget, financial, and accounting functions for the Parks & Recreation Department. Office supervision is given to subordinate staff. Additionally, this position may supervise more staff and/or functions that support financial and/or operational programs and services within the department or office.
REQUIREMENTS: Bachelor's degree in accounting, Finance, or a closely related field PLUS five (5) years of professional accounting experience, including three (3) years in a supervisory capacity. Additional qualifying education and/or experience may be substituted on a year for year basis. Experience utilizing SAP is preferred. SPECIAL REQUIREMENTS: Must possess, or obtain prior to employment, a valid Florida driver's license and maintain said license during the term of employment. Certification as a Certified Internal Auditor, Certified Public Accountant (CPA), or Certified Government Finance Officer is preferred. In the event of a hurricane, major storm, natural or man-made disaster that may threaten the area, the employee will be required to perform emergency duties as directed.
PHYSICAL REQUIREMENTS CHECKLIST
(With or without reasonable accommodations)
PHYSICAL ACTIVITIES / TRAITS
* The employee must be able to:
* LIFT: 10 lbs. or less
* CARRY: 10 lbs. or less
* PUSH: 10 lbs. or less
* PULL: 10 lbs. or less
* In an eight hour day, the employee may have to:
* STAND: 5 - 8 hours
* WALK: 1 - 3 hours
* SIT: 5 - 8 hours
* DRIVE: 1 - 3 hours
* The employee must repetitively perform:
* Fine manipulation (ex. writing, wiring); Operating foot controls; Pulling; Pushing; Simple grasping (ex. pen, screwdriver)
* The employee must be able to:
* Balance; Bend; Climb; Kneel; Reach; Smell; Stoop
* The employee must have:
* Color Perception; Good distant vision; Good hearing; Good near vision; Good speech
* Other necessary physical activities/traits
* N/A
WORKING CONDITIONS
* Working conditions that will apply to the employee:
* In cold; In dampness or chilly conditions; In heat; In high humidity; In or with dusty conditions; In or with noisy conditions; Other working conditions; With odors; With poor ventilation; Work alone; Work inside; Works Closely with Others
* Other working conditions:
* N/A
$2.7k-3k biweekly 24d ago
Controller
Girl Scouts Carolinas Peaks To Piedmont, Inc.
Finance analyst job in Asheville, NC
Job DescriptionDescription:
REPORTS TO: Chief Financial Officer
FLSA CLASSIFICATION: Exempt
WORK LOCATION: Assigned Service Center; Hybrid-opportunity available within North Carolina. Occasional travel within Central/Western North Carolina.
SUMMARY OF POSITION
The Controller oversees day-to-day accounting operations, internal controls, financial reporting, and audit readiness, ensuring that financial information is accurate, timely, and prepared in accordance with U.S. GAAP and nonprofit accounting standards (ASC 958). This role is responsible for the preparation and presentation of financial reports for review by the CFO, CEO and Finance Committee of the Board. They advise and assist the CFO in planning for and managing the council's financial reporting, accounting systems, and annual budgeting process to support the organization's mission and financial objectives.
ACCOUNTABILITIES
Manages the development and ongoing monitoring of the Council budget, leading efforts to ensure best practices are implemented and that resources are efficiently deployed in accordance with the Council's goals.
Monitors cash flow and liquidity, including the timely escalation of risks or timing concerns to the CFO.
Supervises financial reporting activities, providing the CFO and CEO with accurate and timely financial reporting of Council activities. Provides timely and accurate analysis of budgets, financial reports, and financial trends to assist the executive team in decision-making and goal execution.
Designs, implements, and monitors internal controls over cash, receivables, payables, payroll, and troop banking. Identifies financial and compliance risks and proactively recommends mitigation strategies to the CFO.
Prepares audit schedules and supports annual financial statement audits, while serving as the primary staff liaison for external auditors and tax preparers with CFO guidance.
Supervises and develops Accounts Receivable and Accounts payable staff by establishing clear expectations, providing feedback and supporting professional development.
Ensures that all Council financial operations are carried out in compliance with local, state, federal, and not-for-profit regulatory requirements.
Oversees the day-to-day administration and control of accounting functions to safeguard the Council's assets and to ensure financial transactions are timely, accurate, and recorded in accordance with accepted accounting standards and principles; monitors payroll trends and works in partnership with HR to ensure compliance, accuracy, and timeliness of processes and reports.
Provides troop banking oversight and initiates troop audits.
Ensures timely and accurate filing of Forms 990, 5500, 1099, payroll tax returns, state sales tax and property taxes in coordination with other departments and team members as appropriate.
Reviews and approves routine journal entries; prepares complex or non-routine entries as needed.
Maintains accurate tracking and reporting of net assets with and without donor restrictions, as well as fixed asset accounting to ensure the proper recording of asset acquisitions, disposals, construction, improvements, and maintenance.
Owns the monthly and year-end close process, including schedules, reconciliations, accruals, audit preparation and the review of journal entries for accuracy and completeness
Ensures accounting information generated from integrated systems, including Salesforce (membership), gs Events, Campwise, Paylocity, and banking platforms, is accurately recorded, reconciled, and supported.
Maintains the chart of accounts, in accordance with GSUSA guidelines.
Actively participates in developing environments that foster diversity, equity, inclusion and access through words, actions and attitude. Contributes to the Council's DEI goals by ensuring that all plans reach out to all racial/ethnic groups and provide equal access through knowledge and understanding of DEI.
Perform other duties as assigned.
Requirements:
QUALIFICATIONS
Core Competencies
Financial Acumen
Business Acumen
Problem Solving
Time Management
Reporting & Control
Judgement and Decision Making
Leadership & Team Management
Education, Experience, & Certifications
A bachelor's degree in accounting or a closely related field and a minimum of four years of accounting experience is required.
Experience in nonprofit accounting and fund accounting is strongly preferred.
Experience and proficiency in accounting software package is required; Experience with Financial Edge and/or Abila is preferred.
Demonstrated competency in supervision and leading teams is required.
Skills & Competencies
Ability to exercise independent judgment and sound-decision making and work independently and in partnership with others to achieve goals and objectives.
Ability to lead, motivate, retain and evaluate high-performing team members.
Commitment to providing top-notch customer service for all internal and external contacts with a desire to resolve customer inquiries on first contact
Must have consistent drive, persistence, sense of urgency, flexibility, willingness to learn, and resilience to manage change.
Proficient with a variety of technology platforms, including Microsoft Office, and ability to learn and utilize new software.
Excellent communication, including verbal and written communication and report creation and presentation, is essential to the position.
Reliable and punctual attendance and willingness and ability to work regular hours which include some evenings and weekends, extended days and hours
Additional Requirements
Subscribe to the principles of the Girl Scout Movement and become and remain a registered member of GSUSA, Girl Scouts Carolinas Peaks to Piedmont.
Successfully pass criminal and driver background investigation.
Valid state-issued driver's license, valid auto insurance, acceptable driving record and access to a vehicle on a daily basis and willingness and ability to travel throughout the council's geographic area.
PHYSICAL DEMANDS & WORK ENVIRONMENT
The employee is often required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls including the operation of computer keyboard, calculator, copier machine and other office equipment; reach with hands and arms; climb stairs; balance; bend and stoop, kneel, crouch or crawl; talk or hear within normal range for telephone use. The employee must be able to lift and/or move up to 50 pounds. The employee must have close visual acuity to perform activities such as viewing a computer terminal, preparing and analyzing data and figures, and extensive reading.
DISCLOSURE & ACKNOWLEDGEMENT
The statements above reflect the essential functions and qualifications for this job, but should not be considered an all-inclusive listing. Employees may be asked to perform other duties as needed to ensure the smooth functioning of Council operations. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. All employees of Girl Scouts Carolinas Peaks to Piedmont are employees “at-will”.
$74k-108k yearly est. 13d ago
Automotive Dealership Controller / Dual Locations
Asheville Ford Lincoln
Finance analyst job in Asheville, NC
Automotive Dealership Controller - Dual Store
An established, family-owned automotive dealership group in the Southeast is seeking an experienced and detail-oriented Controller to join our leadership team. The Controller will oversee operations for two locations: Asheville Ford Lincoln in Asheville, NC, and Anderson Ford in Anderson, SC. This role will involve travel between both sites.
About the Role:
The Controller will oversee the accounting office and be responsible for the integrity of financial reporting, internal controls, and compliance with all manufacturers and regulatory requirements. This position is ideal for a hands-on, proactive leader who thrives in a dynamic dealership environment and is looking to grow with a stable, supportive organization.
What we offer:
Free Health Insurance Option Available
401k Match Options Available
HSA company match contribution
Dental and Vision Insurance Available
Paid Vacations, Holiday Pay, PTO pay
Career advancement opportunities, promote from within
Discounts on products and services
Family owned and operated
Long term job security
Key Responsibilities
Manage daily accounting operations, including AP/AR, payroll, and general ledger.
Prepare monthly financial statements, manufacturer reports, and reconciliations.
Ensure timely month-end closings and compliance with internal controls and regulations.
Lead and develop accounting staff, supporting overall dealership performance.
Analyze financial statements, budgets, and forecasts to guide decision-making.
Coordinate annual audits, physical inventory, and cash flow management.
Collaborate with department heads to optimize financial performance and cost control.
Maintain organizational structure and staffing aligned with business needs.
Qualifications
3+ years of automotive dealership controller experience or multi-store controller
Strong knowledge of dealership financial statements and schedules
High attention to detail and strong organizational skills
Proven leadership ability with a team-first mindset
CPA certification and or degree in accounting preferred
Excellent leadership, organizational, and problem-solving skills
Proficiency in Microsoft Office Suite
Strong understanding of automotive dealership accounting
CDK experience required
Ability to thrive in a fast-paced, dynamic work environment
If you are a results-driven accounting professional with dealership experience and a commitment to integrity and excellence, we encourage you to apply. All applications will be handled with strict confidentiality.
To Apply:
Please submit your resume and a brief cover letter outlining your qualifications.
The Krause Auto Group has been in business for over 30 years, and we contribute our longevity to our focus on both customer and employee satisfaction. Our employees are not just a number. We acknowledge and support every employee regardless of position and care for everyone individually. We love to help people grow, promote from within, and celebrate individual success stories! We offer great opportunities to grow with our company portfolio which consists of 16 brands (BMW, Mercedes, Ford, Lincoln, Hyundai, Nissan, Kia, Volvo, Honda, Genesis, Lamborghini, Aston Martin, Rolls Royce, Koenigsegg, Mclaren, and Lotus) across 5 states (Georgia, South Carolina, North Carolina, Texas, and Florida)
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$74k-108k yearly est. Auto-Apply 47d ago
Finance | Leader in Development (LID)
Resort Manager In Amelia Island, Florida
Finance analyst job in Asheville, NC
Omni Grove Park Inn & Spa
The AAA Four-Diamond Omni Grove Park Inn & Spa is noted for understated elegance and southern charm; ten U.S. Presidents and countless luminaries from the worlds of art, entertainment, sports and politics have stayed at this hotel. The property offers sweeping views of the Blue Ridge Mountains, delectable restaurants, a Donald Ross golf course, tennis and fitness center, award winning spa and spacious convention facilities.
Omni Grove Park Inn and Spa's associates enjoy a dynamic and exciting work environment, comprehensive training and mentoring, along with the pride that comes from working for a company with a reputation for exceptional service. We embody a culture of respect, gratitude and empowerment day in and day out. If you are a friendly, motivated person, with a passion to serve others, the Omni Grove Park Inn & Spa may be your perfect match.
Job Description
If you love hospitality, creating amazing customer experiences, and the structure and benefits that come from working with a hotel company then you will love working with Omni!
The Leader-in-Development (LID) program is a 12-18 month program designed to develop graduates into successful managers in the division they wish to pursue. The Finance LID will spend 40 hours each week as an accounting generalist and 7.5 hours completing commitments throughout the training property. Upon completion of the LID program, the Finance LID will move into an Accounting managerial role at another Omni property.
Commitments are projects that will allow LIDs to learn about general hotel operations, as well as the details and functions of their division. Each commitment will provide resources and evaluation criteria.
Responsibilities:
Responsibilities
Meet monthly with the Division Head and Director of Human Resources to review progress and submit a monthly feedback report to the corporate office.
Complete all hotel-wide LID learning commitments, including:
Serving as a Front Desk Agent to gain guest-facing experience.
Assisting in Shipping and Receiving to understand back-of-house operations.
Participating in New Hire Orientation and presenting the Omni Culture.
Observing and understanding the roles and responsibilities of other departments.
Demonstrate a solid understanding of hotel finance functions, including payroll, accounts payable and receivable, general cashier operations, income audit, month-end journal entries, and balance sheet accounts.
Work closely with the Credit Manager to complete all types of Accounts Receivable billing, such as social and business catering, large group, and attrition accounts.
Meet with Division Heads and Department Managers to gain an understanding of hotel operations across key areas including Rooms, Food & Beverage, and Sales & Marketing.
Develop familiarity with Medallia (guest satisfaction survey) results and trends, identifying guest-related issues and collaborating on financial solutions or service recovery when applicable.
Support hotel leadership and finance teams with special projects and process improvement initiatives as assigned
Qualifications
Bachelor's degree in hospitality or finance
Passion for the hospitality industry
Previous hotel/restaurant experience
Ability to work 47.5 hours each week
Excellent verbal and written skills, as well as ability to multitask
Must be a self-starter and good follow-up skills
Must be willing to relocate to new property upon completion of program
Omni Hotels & Resorts is an equal opportunity employer - vets/disability. The EEO is the Law poster and its supplement are available using the following links: EEOC is the Law Poster and the following link is the OFCCP's Pay Transparency Nondiscrimination policy statement
If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to applicationassistance@omnihotels.com.
$82k-128k yearly est. Auto-Apply 17d ago
Cost Analyst
Rapid Resource Recruiters
Finance analyst job in Old Fort, NC
The purpose of this position is to ensure the adequacy of controls and accuracy of reporting relative to inventory. The Cost Analyst will assist the Plant Controller to determine that manufacturing and inventory movement data is translated into appropriate general ledger entries. They will assist with all closing responsibilities, analyze manufacturing variances and prepare supporting analyses to the financial statements.
Reporting Relationship
Cost Analyst reports to the Plant Controller and dotted line to the Plant Manager. This position also works closely with the Division Controller/Accounts Payable/Accounts Receivable and the Plant location's operating personnel.
Essential Duties and Responsibilities
• Works with the plant-manufacturing personnel to reinforce floor reporting procedures and to assist them with the recording activity to ensure data integrity on inventory reporting.
• Assists plant-manufacturing with cycle counting and physical inventories to ensure accurate reporting of inventories and adjustments.
• Assist with the entry of BOM.
• Reviews and update standard costs for part numbers in the bill of materials.
• Prepares PPV variance analysis and reporting.
• Validates the cost of goods sold as part of the month-end close.
• Prepare analyze and report weekly, monthly, quarterly margins analysis by customer type
• Assist in month-end closing, prepare journal entries, analyze inventory evaluation and inventory roll forward
• Coordinate with IT department for system issues, maintenance and development such as production purchasing, receiving shipping and other
• Analyze cost accounting data and assist with cycle count/physical inventories.
• Maintain internal control documentation and test internal controls
• Prepare detailed account analysis and reconcile balance sheet accounts.
• Work on special projects as assigned
• Assist with monthly inventory reconciliations and analysis.
• Supports the annual budget process.
• Participates in the annual standard cost update including the preparation of annual work center variable and fixed rates per hour.
• Assists in the year-end audit; observes and audits physical inventories, prepares various schedules for the auditors and collects documentation to satisfy audit requests.
• Other duties and tasks assigned by the Plant Controller and/or Plant Manager.
Qualifications
Qualifications
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education Requirements
• Bachelor's degree in Accounting or Finance
Experience
• Must have a minimum of 3-5 years' experience in the manufacturing industry. Experience in the implementation of policies, procedures and controls to meet the requirements of Sarbanes-Oxley are a plus.
Ideal Candidates Will Also Possess
• Excellent detail orientation and time management skills
• Ability to prioritize work flow
• Flexibility in approach and willingness to adapt when necessary
• Proactive and action-oriented personality; comfort with fast pace and strong sense of urgency
• Ability and experience working productively and proactively both independently and as part of a team
• Strong interpersonal skills
• Proven problem solving skills with a solutions focus
• Strong math and analytical skills
• Excellent oral and written communications skills
• Excellent computer skills (see below)
Computer Skills
• Thorough familiarity and proficiency in the use of Microsoft Office (Outlook, Word, Excel and Power Point) is required. Knowledge and use of Outlook soft (or similar) and accounting software (General Ledger, Payroll, Accounts Payable, Inventory, Manufacturing) would be beneficial.
Physical Demands
• Degree of Physical Demands (Strength) usually associated with this classification:
Light work: Exerting ten (10) to fifteen (15) pounds of force infrequently.
• Environmental Conditions (Physical Surroundings) usually associated with this classification:
Incumbent is subject to internal office conditions and infrequently exposed to plant conditions such as exposure to loud noise(s).
• Environmental Conditions (Hazards) usually associated with this classification:
N/A
Additional Information
All your information will be kept confidential according to EEO guidelines.
$44k-63k yearly est. 3d ago
Financial Analyst
Mountain Housing 3.9
Finance analyst job in Asheville, NC
At a Glance
Time Commitment:
Full-Time, 37.5 hours/week
Experience Level:
Intermediate
Team:
Finance department; reports to Finance Manager
Salary:
$65,000-$75,000/year + benefits
Location:
Asheville, NC
Anticipated Start Date:
February 2, 2026
The Opportunity
Mountain Housing Opportunities (MHO) has delivered affordable housing solutions for income-limited homeowners and renters in and around Buncombe County since 1988. In 2025, MHOs Board of Directors adopted a 4-year Strategic Plan that sets ambitious goals to expand affordable rental and homeownership opportunities, strengthen our home repair and down payment assistance programs, advance service-enriched housing, and deepen our commitment to equity, resilience, and community impact. As Western North Carolina continues long-term recovery from Hurricane Helene, MHOs work, and the accuracy, transparency, and stewardship of our financial systems, has never been more vital.
To support this next phase of growth, MHO is seeking a skilled and detail-oriented FinancialAnalyst to strengthen our internal financial operations. This role will play a key part in maintaining the integrity of our accounting and funds management processes; reconciling data across multiple systems; producing timely and accurate internal and external financial reports; organizing digital and paper documentation for audit readiness and helping advance the digitization and optimization of MHOs financial workflows. The ideal candidate will be mission-aligned, highly organized, and motivated to support operational excellence as MHO scales its impact across Western North Carolina.
Position Summary
The FinancialAnalyst position plays a key role in strengthening MHOs financial operations by supporting day-to-day accounting, funds management, data reconciliation, and internal and external financial reporting. This position helps ensure the accuracy and integrity of the general ledger, maintains organized financial documentation for audit and compliance needs, and supports the digitization and optimization of core financial processes. The ideal candidate brings strong technical accounting skills, attention to detail, and the ability to analyze and reconcile complex data from multiple systems to support timely, transparent, and mission-aligned decision making across the organization. This position is in-office and does not offer relocation assistance.
Key Responsibilities
Accounting & Funds Management
Preparation of monthly bank and balance sheet reconciliations, ensuring accuracy, completeness, and timely resolution of discrepancies.
Management of charitable receipts and operational disbursements in alignment with funds management workflows and internal controls.
Support month-end, quarter-end and year-end close processes by preparing journal entries, schedules, reconciliations, and variance explanations.
Financial Reporting & Analysis
Prepare quarterly financial reporting packages, including reconciliations and analysis for the Balance Sheet, Consolidated Debt Schedule, and Profit & Loss results vs budget.
Perform routine and ad hoc analyses to support program and departmental decision-making; serve as a key financial resource for internal teams and external partners.
Prepare compliance reporting for grant funding, loans, and other financial obligations.
Oversight, monitoring, and participation in the weekly Accounts Payable process.
Audit, Documentation, & Digitalization
Maintain organized digital and paper records to support internal controls, audit readiness, and financial transparency.
Prepare audit workpapers and coordinate responses to auditor requests for the annual financial statement audit and other monitoring reviews.
Support the digitization of financial records and help build structured, accessible documentation systems across the Finance Department.
Process Improvement & Systems Development
Identify, recommend, and implement process improvements, workflow efficiencies, and new reporting or planning tools.
Contribute to the standardization of procedures and development of SOPs and documentation for recurring financial processes.
Cross Departmental Collaboration
Serve as a resource for project teams, property management, development, asset management, and external stakeholders to ensure understanding and adherence to financial procedures and requirements.
Participate in special projects and other duties as assigned to support MHOs mission and operational excellence.
Required Qualifications and Key Competencies
Strong affinity for MHOs mission, service population; and organizational values.
Bachelors degree in Finance, Accounting, Economics or related field.
Minimum 3-5 years of experience in accounting, finance, or closely related field.
Strong understanding of U.S. GAAP and nonprofit accounting principles, including fund accounting concepts.
Demonstrated ability to reconcile complex financial data, identify discrepancies, and resolve issues with accuracy and attention to detail.
Strong analytical skills, with the ability to interpret financial information and support decision making.
Advanced proficiency in Microsoft programs, particularly Microsoft Excel (e.g., pivot tables, advanced formulas, data analysis).
Experience using MIP or similar ERP/general ledger systems; familiarity with ADP, SharePoint, and digital documentation workflows.
Strong organizational skills with the ability to maintain accurate financial documentation, manage multiple deadlines, and support audit readiness.
Ability to exercise good judgment in a variety of situations.
Ability to work both independently and collaboratively with cross-functional teams.
Strong problem-solving and critical thinking skills.
Adaptability to shifts in priorities and ad hoc requests.
Ability to communicate financial information to non-financial stakeholders.
Working Conditions
Cognitive: Must be able to accurately read and interpret written information, communicate effectively in English by phone, email, and in person, and understand concepts behind specific ideas. Must be able to manage and recall multiple tasks or assignments over several days, attend to tasks for periods longer than 60 minutes, and maintain concentration on detailed work in an office setting with moderate interruptions.
Physical: Must be able to work on a computer for extended periods. Occasional physical activities may include pushing, pulling, or carrying objects under 20 pounds; sitting, standing, bending, kneeling, walking, and climbing stairs. May occasionally need to enter or exit buildings under construction without normal ingress/egress. Must be able to travel offsite as needed to MHO properties, client locations, events, or regional /statewide meetings and training. Reasonable accommodation will be provided for qualified individuals with disabilities.
Environmental: Work is primarily performed in an office environment with low to moderate noise (computers, printers, conversations). Occasional visits to construction sites may involve brief exposure to higher noise levels, uneven terrain, and other typical construction-related conditions.
Time-Oriented: Must be able to work 37.5 hours during the regular Monday-Friday workweek, with occasional evening or weekend hours as needed.
Equal Opportunity Employer: MHO provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender (including pregnancy), sexual orientation, gender identity or expression, national origin, age (over 40), disability, genetic information, marital status, status as a covered veteran, or any other protected class or characteristic under applicable federal, state or local laws. MHO complies with applicable federal, state, and local laws governing nondiscrimination of employment in every location in which MHO has employees.
About Us: Founded in 1988 by volunteers, Mountain Housing Opportunities is the regional nonprofit leader in developing and preserving safe, stable, and affordable housing in Buncombe County and beyond. MHO serves more than 2,000 households each year in western North Carolina through affordable rental homes, essential home repair, the construction and sale of new affordable homes, and down payment assistance. MHOs mission is to build and improve homes, neighborhoods, communities, and lives, and build hope and dignity in the people we serve. MHO is a 501(c)(3) non-profit organization and operates as a Community Development Housing Organization (CHDO) and a Community Development Financial Institution (CDFI). Visit *********************** to learn more.
Hours: 37.5 Line of Business: Finance Pay Details: $76,800 - $115,200 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Role Responsibilities
Treasury Liquidity Measurement - Analytics & Reporting function delivers critical regulatory and internal liquidity metrics & analytics and firm activities via regular regulatory and internal stress metric reporting, customized liquidity analysis, systematically generated management reporting and analytical tools. Liquidity Measurement has a unique vantage point in the firm's data flows that, when coupled with a deep understanding of client and market activities, allows it to build scalable workflows, processes and procedures to deliver actionable business insights. The following are core responsibilities for A&R function:
* Delivering regular and reliable liquidity metrics, analytics & insights based on deep understanding of the firm's businesses and its client activities.
* Building robust, systematic & efficient workflows, processes and procedures around the production of liquidity analytics for both management and regulatory reporting.
* Responsible for quality, timeliness and completeness of the underlying data used to produce internal and regulatory metrics and reporting
* Solid understanding and experience with building Controls and Governance framework to ensure lower operational risk
* Measuring, analyzing and explaining the key liquidity risk metrics such as the Liquidity Coverage Ratio (LCR), Net Cumulative Cash Flow (NCCF) and Net Stable Funding Ratio (NSFR). Ensure all analysis is complete and accurate with thorough commentary, while escalating issues in a timely manner.
* Prepare and ensure accuracy in regulatory liquidity risk reporting, including submission to the Office of the Superintendent of Financial Institutions (OSFI) and other relevant regulatory bodies
Qualifications, Skills & Aptitude
Eligible candidates are preferred to have the following:
* Masters or Bachelors degree in a quantitative discipline such as finance, financial engineering, mathematics, economics, or computer science
* 6+ years of experience in finance / accounting, bank treasury or other relevant experience. Understanding of key liquidity regulations like LCR, and NSFR, and ILST is beneficial
* Demonstrated ability to build and develop a strong team exhibiting positive team dynamics, and advise internal partners and stakeholder
* Exceptional project management and organizational skills, with the ability to effectively prioritize and manage tight deadlines
* Entrepreneurial, analytically creative, self-motivated and team-oriented.
* Excellent written, verbal and team-oriented communication skills.
* Experience with programming for extract transform load (ETL) operations and data analysis (including performance optimization) using languages such as, but not limited to, Python, SQL and R.
* Experience in developing data visualization and business intelligence solutions using tools such as, but not limited to, Tableau, Alteryx, PowerBI, and front-end technologies and languages.
* Experience in liquidity risk measurement and/or management, including broad knowledge of the risks arising from personal, commercial and wholesale banking products and businesses
* Working knowledge of the financial industry, markets and products and associated non-financial risk
* Working knowledge of mathematics including statistics, time series analysis and numerical algorithms is beneficial
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet
$76.8k-115.2k yearly Auto-Apply 3d ago
Senior Investment Specialist
Movement Mortgage 4.4
Finance analyst job in Landrum, SC
Join the company defining what it means to be an Impact Lender!
Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender.
At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit.
Responsibilities:
Developing and completing presentations for client and prospect meetings
Managing and responding to RFP's
Develop and maintain strong partnerships with the investment consultant community.
Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning.
Participating in and working with the CEO to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
Conducting research and bringing proactive ideas to the forefront for client and prospect firms
Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information
Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence
Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
Gather information from clients and consultants and provide input to drive scalable product development strategy
Qualifications:
Bachelor's degree in Finance, Accounting, or related field (MBA/CPA preferred).
Proven experience as a investment professional or in a similar investment leadership role.
Deep knowledge of financial planning, analysis, and investment management.
A strong understanding of the conservative movement, government pensions, and investments is a plus.
Excellent leadership and communication skills.
Strategic thinker with a track record of driving financial growth.
Ability to thrive in a dynamic and innovative environment.
The expected salary range for this position is between:
$59,900.00 - $123,400.00
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
We also offer a benefits package that includes:
Competitive pay
Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
Retirement plan: 401(k) and Roth
Paid Time Off: 16 days front loaded. Prorated based on the start date month
11.5 paid holidays per year
Employee assistance program
Excellent career growth opportunity
Fun, team-focused working environment
Employee driven community outreach program
Relocation packages available
The application window is anticipated to close on:
March 10, 2025
We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************
$59.9k-123.4k yearly Auto-Apply 60d+ ago
Financial Advisor
Pinnacle Bank 3.5
Finance analyst job in Asheville, NC
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
We hire experienced professionals who understand the industry and provide effective advice.
We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
Approve loans under approved authority limits.
Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
Participate in developmental and training activities as well as projects as directed by management.
Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
College degree is preferred - finance or business-related field.
10 years' experience in banking/financial services.
Knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
Excellent interpersonal skills, including verbal and written communication skills.
Effective analytical and mathematical reasoning skills with a strong attention to detail.
Ability to work independently and prioritize daily tasks.
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
Flexibility and ability to multi-task.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
$71k-133k yearly est. Auto-Apply 60d+ ago
Finance Manager
Airsys Cooling Technologi
Finance analyst job in Greer, SC
Job Summary:
We are seeking a detail-oriented and experienced Plant Finance Manager to join our team. The Finance Manager will be responsible for the overall manufacturing product costing, ensuring accurate financial reporting, and providing insights to support the local operation team decision-making. This role will play a critical role in budgeting, forecasting, and improving cost efficiency across the organization in ASCT.
Responsibilities:
1. Cost Management:
• Collaborate with R&D and procurement departments to calculate the material costs for the US factory, standardized cost calculation principles, and perform standard cost accounting based on system requirements.
• Regularly maintain and update the standard cost data in the system based on the results of standard cost accounting.
• Conduct monthly PPV (Purchase Price Variance) analysis and update standard cost data promptly based on the reasons for variances to minimize PPV discrepancies.
2. Cost efficiency:
• Analyze production variance and efficiency differences, promote cost reduction and efficiency improvement (such as material purchase cost reduction, optimizing the supply chain, process improvement, etc.)
• Analyze the reasons for inventory discrepancies and adjust inventory management processes and data accordingly.
• Participate in the formulation of pricing strategies and provide support for product cost estimation.
3. Budget & Forecast Management:
• Take the lead in preparing the factory's annual budget, track the implementation status, and conduct regular budget-actual comparison analysis.
• Manage the factory's cash flow and optimize working capital (accounts receivable, inventory, accounts payable cycles).
4. Department Expense Control:
• Standardize the application, reimbursement, approval, and related financial processing procedures for non-production materials, and improve existing processes.
• Produce monthly expense reports, organize monthly cost meetings, identify improvement projects, and drive their implementation.
5. Tax and Compliance:
• Ensure the factory's tax compliance (value-added tax, income tax, customs duties, etc.) and complete local tax declarations in a timely manner.
• Research local tax preferential policies (such as subsidies, tax exemption periods) to strive for tax cost optimization.
• Prevent financial risks and improve internal control processes (such as expense approval, inventory checking).
6. Cross-Departmental Collaboration
• Support departments such as production, procurement, and logistics, and provide financial data as a basis for decision-making (such as capacity investment return analysis).
• Promote financial digitalization (such as BI tools, automated reports).
7. Temporarily tasks assigned by leadership.
Qualifications:
• Bachelor's degree in accounting, Finance, or a related field.
• Over 10 years of experience in cost accounting within the manufacturing industry.
• In-depth understanding of cost accounting principles and practices.
• Proficiency in related software (e.g., SAP, Oracle, PowerBI) and Microsoft Excel.
• Experience with ERP systems and data analysis tools.
• Familiarity with cost accounting in compliance with US GAAP.
• Proficiency in both Chinese and English expression
• Excellent analytical and problem-solving skills. Strong attention to detail and accuracy.
• Ability to work independently and communicate effectively with cross-functional teams.
• Self-driven, willing to take challenges.
• Purse continuous improvement, prepare to roll up sleeve and get things done.
• Engaged, work under pressure, working with passion and sense of responsibility. Preferred Qualifications:
• CPA or CMA certification is preferred.
• Familiarity with lean manufacturing principles and practices.
• Work well in global and multi-culture environment is preferred
$67k-96k yearly est. Auto-Apply 55d ago
Regional Financial Controller (Full-Time; Day Shift) Starting at $106,460.15/annually
Harrah's Cherokee Casino Resort
Finance analyst job in Cherokee, NC
Description
Regional Financial Controller
DIVISION: Finance
DEPARTMENT: Finance
GRADE/FLSA STATUS: L13 -Exempt
BADGE TYPE/COLOR: Primary--Blue
REPORTS TO: Regional VP, Finance
SUPERVISES: Regional Manager, Payroll; Manager, Income Control; Manager, Accounting; Regional Manager, Compliance
JOB SUMMARY:
To ensure Regulatory and Accounting functions are in compliance with local regulatory standards, corporate policies and procedures, and Generally Accepted Accounting Principles. To oversee the Casino Accounting, Accounting, and Regulatory Compliance Departments.
JOB ESSENTIAL DUTIES AND RESPONSIBILITIES:
Endorse the business objectives, ethics, and values of Caesars Entertainment in accordance with the Code of Commitment and Mission, Vision, and Values
Ensure that the casino operates with the parameters of the Internal Control Regulations, Harrah's Cherokee Casinos' strategic plan, and all internal policies and procedures
Prepare and/or assist with property(s) operating and capital long-range planning
Prepare accurate and timely financial statements and reports for each individual operating entity on a consolidated basis
Coordinate the month-end closing process
Coordinate the annual close process
Responsible for all the entity's fixed asset and construction accounting
Review financial statements monthly, monitoring revenues and expenses
Review analysis and reconciliation of Balance Sheet Accounts
Perform variance analysis and other analytics to help improve the operations of the Casino
Prepare loan compliance documents as contractually required
Responsible for cash management
Responsible for the preparation and distribution of the weekly Tribal Distribution forecast
Participate in annual and long-range planning for the casino
Prepare/assist with property (s) operating and long-range capital planning.
Prepare materials for monthly financial review meetings with upper management
Communicate monthly financial results to members of Property leadership as required
Coordinate external audit activities for financial accounting to meet due dates and timelines
Prepare written correspondence as required by internal audit, external audit, loan compliance, EBCI, TGC, or any other areas as assigned
Aid in the coordination and preparation of the annual budget for each operating entity
Work with the IT department to facilitate any system upgrades and maintenance of the financial systems
Ensure compliance with internal policies and procedures and external regulatory agencies
Work closely with TGC to ensure compliance with regulatory changes
Ensure compliance with Generally Accepted Accounting Principles (GAAP)
Responsible for procurement, receiving, expediting, and warehousing of all materials, supplies, equipment, services, and uniforms for the Property
Maintain compliance with corporate and Tribal purchasing procedures
Responsible for the preparation and distribution of the weekly Tribal Distribution forecast
Ensure the department provides excellent internal customer service to all casino departments
Train subordinates, providing each with the knowledge, development, and appropriate direction to perform their responsibilities.
Exhibit sound decision-making with an emphasis on motivating the team and maintaining high morale
Provide continuous positive coaching for the development of employees and appropriate corrective action when necessary
Ensure timely and accurate performance appraisals and accurate work history entries
Participative member of the team by volunteering and being involved in projects, committees, and task forces, by providing input and suggestions
Proactive with incidents and issues, ensuring resolution with employees
Lead an organization with methods and actions that are ethical and in full compliance with all applicable laws, regulations, and Company policies
Identify compliance risks and take actions necessary to eliminate or minimize risks
Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior
Create a compliance culture within the organization and foster an environment where employees feel comfortable reporting potential violations or misconduct
Ability to uphold and demonstrate the highest level of integrity in all situations and recognize standards required by a regulated business
Adhere to regulatory, departmental, and company policies/procedures in an ethical manner
MINIMUM QUALIFICATIONS:
A BSBA degree from an accredited educational institution in Accounting or Finance is required
A CPA or Master's degree in Accounting or Finance from an accredited educational institution is required
Three years of management experience in Accounting or Finance is required
Five years of supervisory experience in Accounting or Finance is required
Five years of accounting experience in the gaming industry is required
Must demonstrate the following essential knowledge and skills:
Proficient in the use of Windows-based office software, including but not limited to Microsoft Office, Word, Excel, PowerPoint, and Outlook
Knowledge of accounting software
Ability to work independently
Documented teamwork behaviors and attitudes
Experience in a highly regulated environment.
Excellent oral and written communication skills
Excellent presentation skills
Knowledge of casino audit and accounting systems
Analytical skills
Strong organizational skills
Knowledge of accounting and audit procedures
Ability to handle multiple priorities in a fast-paced environment
Knowledge of internal control procedures
Neat, professional appearance with excellent personal hygiene
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS:
Must be able to stoop, bend, reach, kneel, twist, and grip items
Must be able to respond to visual and aural cues
Must be able to read, write, speak, and understand English
Must have the manual dexterity and coordination to operate office equipment, including computers, fax machines, and photocopiers
Must be able to work at a fast pace and in stressful situations
Must be able to lift 25 pounds and carry up to 5 pounds
Must be able to travel overnight if required
Must be able to tolerate areas containing varying noise and temperature levels, illumination, vibration, crowds, and air quality, including secondhand smoke
Must be able to work a flexible schedule, including weekends, evenings, and holidays
This is not necessarily an exhaustive list of all responsibilities, requirements, or working conditions associated with the job. Harrah's Cherokee
Casino Resort reserves the right to change the above job description whenever necessary. 5.22.25
$69k-109k yearly est. Auto-Apply 57d ago
Finance Manager
Anderson Automotive Group 4.3
Finance analyst job in Asheville, NC
F&I Managers are responsible for the sale of finance and insurance programs and other appropriate after-sale protection items to new and used vehicle guests. F&I Managers are responsible for finalizing every transaction by making sure the deal is approved, funded, all applicable paperwork is accurate and complete and follow up with guests to make sure the sale is complete.
Goals and Expected Behaviors:
1.Increase/improve guest retention and loyalty for the entire dealership and company while achieving excellent guest service scores
Greet guests, employees and visitors with a smile in a friendly manner
Fulfill commitments
Assist guests anytime and anywhere in the dealership
Insure guests have a surprisingly great experience
Act, speak, dress and behave professionally at all times
Anticipate the guests needs by listening and asking clarifying questions
2.Manage finance and insurance department
Sells financing, credit life, extended contracts, warranties and after sale protection items
Convert cash deals to finance opportunities
Understands and complies with federal, state and local regulations that affect the new and used vehicle and finance departments
Completes all necessary paperwork for vehicle sales and leases
Insures accuracy and completeness of all paperwork for correct title, lien information, taxes, signatures and other documents before forwarding to accounting
Maintains orderly insurance files, takes all credit applications and insures collection of all finance and insurance fees
Create value in the vehicle and the dealership by knowing the product and what is available for the guest
3.Ensure Professional Guest Service
All deals are handled in a professional and ethical manner
Thoroughly explains aftermarket products and extended warranties to guests
Listens to the guest to determine what they are looking for and what protection items best meet their needs
4.Other duties as assigned
Essential Functions of the Position
Operate a phone, computer and other general office equipment
Work with the public in a professional and guest centric manner
Communicate with guests, vendors, managers, and co-workers
Listen to guests and understand what they are saying
Ability to read, understand and follow instructions
Answer questions regarding vehicles, the dealership and service
General knowledge of vehicles
Skills, Education and Certification Requirements:
Good computer skills and demonstrated ability to learn other programs
Ability to effectively build a rapport with others
Very strong listening skills
Valid in-state driver's license
Acceptable motor vehicle record
Good communication skills
Organizational and time management skills
Attention to detail
Ability to accurately and efficiently complete forms and paperwork related to a deal
Resilient and creative
Associates Degree or equivalent experience
Physical Demands
Sits at a computer or other desk for extended periods of time
Operates a computer with a monitor
Operates a telephone
Travels throughout the dealership and lots occasionally on foot
Why Automotive:
Career growth: Endless opportunities for career development within our organization, with development programs and training to get you where you want to be.
Stability: Even through these uncertain times, Anderson Automotive Group was able to continue to provide excellence in our communities
Technology: There is no industry more exciting than Automotive. From keyless entry vehicles to electric cars, there is always something new happening in the industry. You can be a part of these exciting changes.
$79k-108k yearly est. Auto-Apply 9d ago
Financial Advisor
Northwestern Mutual 4.5
Finance analyst job in Asheville, NC
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$65k-116k yearly est. Auto-Apply 24d ago
Financial Solutions Advisor - Greenville Market
Bank of America 4.7
Finance analyst job in Asheville, NC
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!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
Strong computer skills with an ability to multitask in a demanding environment
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-87k yearly est. Auto-Apply 24d ago
Finance Mgr - Business Finance & Accounting Leader
Smurfit Westrock
Finance analyst job in Hendersonville, NC
Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward.
Finance Manager - Business Finance & Accounting Leader - Hendersonville, NC
The Opportunity
We are seeking a Business Finance & Accounting leader that will report to the Regional Sr. Finance Manager - Southeast Cartons. This individual will be responsible for the Hendersonville, NC manufacturing plant and will, through fact-based analysis, provide insights into recommendations, analysis and drive improvements in operations, sales and the overall profitability of the plant. The Business Finance & Accounting Leader will be a business partner to the site General Manager and accountable for the bottom-line results of the facility.
How You Will Impact Smurfit Westrock
* Budget & Financial preparation and reporting.
* Prepares annual budget and quarterly forecasts in conjunction with the plant General manager with a goal of forecast accuracy.
* Utilize KPI's and plant initiatives to project future plant growth opportunities, encourage going beyond just the traditional product cost.
* Collaboration with Commercial Business leads to challenge and validation of top line revenue expectations.
* The Business Finance and Accounting Leader should be able to effectively communicate the organization's values.
* Creates simplified budget and reporting processes.
* Balances financial and non-financial indicators
* Clearly reports and articulates key impactful items to the business results.
* Serves as a consultant to business partners to help develop action plans for improvement.
* Cost Take out support, review and tracking.
* Strategic Planning (CAPEX)
* Partner with the General Manger on future and long-range Capital needs to sustain and or grow the sites business opportunities.
* Understand competitor strengths and weaknesses.
* Internal Controls
* The Business Finance and Accounting Leader is accountable for overseeing all internal controls and failures of the site(s).
* They ensure decisions are made by those with authority to do so.
* They ensure key processes follow documented company policies.
* They ensure adequate control over the company's local assets and financial reporting.
* They find the right balance between effectiveness in value creation and control efficiency.
* Responsible for optimizing processes through IT improvement and implementation.
* Drive process improvements through the utilization of best practices across the organization.
* Profitability Analysis
* Leverage data systems to provide ongoing customer profitability analysis to help catch and correct margin erosion.
* Facilitate open discussion among business leaders on how to drive more margin through volume, price or operational changes.
* Accounting
* Actively review and validate plant WIP, Finished Goods and raw materials values.
* Creation and/or review of site monthly Journal Entries
* Review P&L accounts for the necessary reclassification of costs.
* Facilitate and assist with plant inventory counts, count verifications and reconciliation processes.
* Other tasks as deemed necessary
* Working Capital/ Cash flow monitoring
* Serve as the facilitator to their business partners on decision making processes that drive working capital improvements or that prevent negative impacts.
* Ad Hoc Analysis
* Plant Comps in performance to other "like" plants or businesses
* Profitability Improvement programs if the plant is on an improvement plan
* Compiling and Delivering Plant visit decks to Senior leadership during onsite or Teams meetings.
This set of duties is not intended to be a catch-all for the other ad hoc requests of the plant and or the division's needs.
What You Need To Succeed
* Bachelor's degree in Accounting or Finance; MBA or CMA strongly preferred.
* A minimum of 5 years of related experience in Pulp and Paper industry or manufacturing is preferred.
* Strong analytical and problem-solving skills
* Advanced skills in Excel, Hyperion SmartView; experience with QlikView a plus
* Strong understanding of key metrics
* Large capital project financial management preferred.
* Detailed oriented team player who can consistently meet deadlines, adapt quickly, work well with all levels of the organization, and possess the ability to work independently as needed.
* Strong interpersonal, communication, computer, and team building skills.
* Strong organizational skills and ability to multitasks in a continuously changing environment.
What We Offer
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
$69k-102k yearly est. 26d ago
Financial Planner
Jolly Journeys
Finance analyst job in Hendersonville, NC
We are seeking a highly organized and detail-oriented individual to join our team as a Travel Itinerary Planner. As a Travel Itinerary Planner, you will play a vital role in ensuring our customers have an exceptional travel experience. You will be responsible for creating and managing travel itineraries for our clients, making sure every detail is carefully planned out and executed flawlessly. This role requires excellent communication skills, the ability to work under pressure, and a passion for providing exceptional customer service.
Responsibilities
Collaborate with clients to understand their travel preferences and requirements
Research and book flights, accommodations, transportation, and other travel-related services
Create customized itineraries based on client preferences and budget constraints
Coordinate with travel suppliers and service providers to secure bookings
Ensure all necessary travel documents and visas are obtained prior to departure
Communicate travel itineraries to clients and provide assistance with any changes or updates
Monitor travel trends and updates in the industry to provide up-to-date information to clients
Provide exceptional customer service and promptly resolve any travel-related issues
Requirements
Proven experience as a Travel Planner or similar role; preferred
Strong knowledge of travel booking systems and online travel agencies
Excellent communication and interpersonal skills
Exceptional attention to detail and strong organizational skills
Ability to work effectively in a fast-paced and deadline-driven environment
Proficiency in computer skills and systems
Strong problem-solving abilities and the ability to remain calm under pressure
Knowledge of different cultures, customs, and travel destinations
Benefits:
Travel Perks
Flexible Schedule
$55k-104k yearly est. 60d+ ago
Corporate Strategy Analyst
Regional Finance 4.1
Finance analyst job in Greer, SC
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Job Purpose
We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment.
This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation.
Duties and Responsibilities
Strategic Analysis & Planning
• Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap.
• Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives.
• Translate strategic objectives into actionable initiatives and performance metrics.
Financial Modeling & Scenario Analysis
• Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options.
• Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python.
• Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit.
Market Research & Competitive Intelligence
• Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments.
• Provide thought leadership on market dynamics and articulate strategic implications for the business.
• Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement.
Cross-Functional Collaboration
• Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives.
• Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA).
• Integrate compliance and risk considerations into strategic planning and execution.
Executive Communication & Reporting
• Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board.
• Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives.
• Prepare executive- and board-level documents and scenario analyses to support strategic decision-making.
• Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment.
• Track performance against strategic goals and provide insights to refine execution plans.
Minimum Qualifications
• Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field.
• 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors.
• Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics.
• Strong understanding of financial regulations and compliance standards in the lending industry.
Preferred Qualifications
• Prior experience at a top-tier consulting firm, asset management firm or financial institution
• CFA, MBA, or advanced degree is a plus but not required.
• Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies.
Key Skills and Traits
• Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus.
• Strategic mindset with excellent problem-solving abilities and business acumen.
• Exceptional communication skills for presenting complex findings to non-technical stakeholders.
• Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities.
• Comfortable working with AI-enabled tools and adapting practices as technology evolves.
• Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous.
Working Conditions
This position works in an office environment.
Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link:
**************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$53k-88k yearly est. Auto-Apply 16d ago
Financial Solutions Advisor - Greenville Market
Bank of America 4.7
Finance analyst job in Asheville, NC
Asheville, North Carolina;Asheville, North Carolina; Greenville, South Carolina; Greenville, South Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*********************************************************************************************************************
**:**
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!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
+ Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
+ Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Sets and accomplishes goals, achieving whatever one sets their mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Efficiently manages time and capacity
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Strong computer skills with an ability to multitask in a demanding environment
+ Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$52k-87k yearly est. 23d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance analyst job in Asheville, NC
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance analyst earn in Asheville, NC?
The average finance analyst in Asheville, NC earns between $41,000 and $88,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Asheville, NC
$60,000
What are the biggest employers of Finance Analysts in Asheville, NC?
The biggest employers of Finance Analysts in Asheville, NC are: