Finance analyst jobs in College Station, TX

FINANCIAL REPORTING SUPERVISOR SUMMARY: Coordinates with the Controller to develop and maintain reliable financial reporting information on income, expenses, assets, liabilities and capital; coordinates and assists in maintaining account balances in the accounting system that properly reflects the financial position of the bank. Manages the monthly reporting requirements Board and ERM packages and perform variance analysis on monthly financial results. Assist in managing day-to-day accounting operations and oversee the responsibilities of the senior accountant, accountant, and accounting clerical support as it pertains to the financial reporting function. Responsible for managing and reporting on the monthly operations of the accounting department. JOB FUNCTIONS: Prepare consolidation of financial statements on a monthly basis for presentation in the Board and/or ERM packages for presentation purposes. Coordinate reporting from Finance and other departments as needed for monthly reporting purposes. Provides support to management by collecting and analyzing data and reporting results. Prepare various reports related to bank and departmental needs and collaborates with various departments to achieve business results. Provides regular reports regarding the operations and condition of the financial institution to executive management. Provides various support duties to projects affecting the bank. Manages accounting / finance department monthly reporting activities and supervises staff. Monitors and reviews fixed assets, prepaid expenses and accruals for monthly reporting, and ensure properly updated in SilverLake and BankTel systems as needed. Coordinates corporate accounting activities related to end of month reconciliation processes. Develops and maintains complex computer-based reports of the institution's financial reporting records. Creates specialized reports for internal and external clients. Reviews data in reports for accuracy and reasonableness before dissemination to internal or external clients. Change rates or system parameters on the SilverLake core processing system, as needed. Assists with monthly and quarter-end corporate consolidation and reporting on bank holding company and banking subsidiary, including balancing and adjustment of eliminating entries. Prepare adjustments as needed for Adam Bank Group, Inc. (ABGI), the Holding Company for the bank. Assists with regulatory reporting requirements for the Bank and the Holding Company. Review monthly subsidiary activity prior to consolidation for financial reporting. Perform other tasks for the Controller or executive team as needed. POSITION REQUIREMENTS: A Bachelor's Degree in Accounting, Finance, Business Administration required. Minimum of 5 years accounting/finance experience in a financial services environment required. Knowledgeable in financial institution operating policies and procedures and banking regulations state and federal. KEY QUALIFICATIONS: Possesses thorough knowledge of financial accounting procedures and policies Ability to work with minimal supervision Excellent client interaction skills Outstanding verbal and written communication skills, analytical and organizational skills Possesses strong problem solving skills Effective management skills Ability to successfully meet deadlines

Emerson has an exciting opportunity for a Controller - Cost Accounting/Finance Lead to join our team and provide financial leadership for our Brenham, TX, manufacturing facility! **This is supporting our site of less than 100 people.** This role will be based in our Houston, TX location. You will oversee the accounting close process, financial reporting, and asset/liability controls while ensuring accuracy, compliance, and strong internal controls. You will lead forecasting, budgeting, and financial analysis to provide insights, performance metrics, and decision-making support to site management. Additionally, you will drive system improvements, handle audits, develop accounting staff, and provide financial leadership using tools such as Oracle and HFM. If you're passionate about innovation, technical development, and leading product design efforts, this role is for you! **In This Role, Your Responsibilities Will Be:** + Supervise and coordinate accounting close process and financial statement preparation, with analysis of business unit and functional area results to produce accurate & timely financial documents. + Review overall valuation and control of site assets and liabilities to ensure accurate reporting. + Define, document and maintain financial business system requirements and provide technical accounting & systems expertise to improve design and utilization of those systems. + Implement and supervise effective internal controls and procedures, and coordinate financial related audits and reviews of operational processes to support those controls. + Analyze and interpret monthly financial results, including P&L, Balance Sheet and Product Group data, to provide variance analysis, performance metrics and management support to understand results and improvement options. + Prepare and analyze monthly rolling forecast, including P&L, Asset Management, Cash Flow and Headcount. + Coordinate annual budgeting and financial planning projects with reporting, analysis and guidance to site management to develop and achieve site financial objectives. + Partner with site management for business planning and financial decision making. + Manage and develop accounting staff and provide financial leadership to site. + Use of and familiarity with Oracle and HFM (Hyperion) accounting and financial reporting systems. **Who You Are:** You ask the right questions to accurately analyze situations. You understand the meaning and implications of key financial indicators. You use knowledge of business drivers and how strategies and tactics play out in the market to guide actions. **For This Role, You Will Need:** + Bachelor's Degree in Accounting, Finance, Business or related + Six (6) or more years related experience + Proficiency in Microsoft office suite + Legal authorization to work in the United States - Sponsorship will not be provided for this role **Preferred Qualifications That Set You Apart:** + People manager skills or experience preferred + Accounting or Finance major + Experience in a manufacturing environment + Oracle experience a plus + CPA, CMA or MBA **Our Culture & Commitment to You:** At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives-because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results. We recognize the importance of employee wellbeing. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave. \#LI-SW1 **WHY EMERSON** **Our Commitment to Our People** At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. **Work Authorization** Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. **Equal Opportunity Employer** Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. **Accessibility Assistance or Accommodation** If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: idisability.administrator@emerson.com . **ABOUT EMERSON** Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go! **No calls or agencies please.** **Requisition ID** : 25027983 Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

As Head of Finance at the Site in College Station Texas, you will be leading and driving the finance related initiatives across the site and taking these with you into the Site Leadership Team. The Head of Finance is a key member of the Site Leadership team who will provide effective finance business partnering, providing the right information at the right time to enable and influence effective business decisions. The Site Finance team includes finance accounting, site finance controlling, treasury and cashflow forecasting, working capital management, site capital and fixed assets, forecasting and budget setting as well as medium term and long-term plans. Job Description Essential Functions: * Take an active leadership role in the site leadership team by supporting and challenging the business areas and support and drive the site development through expansion and new business development.Responsible for setting the direction and vision for the Finance organisation, driving the organisation to be a valued and efficient business partner.Leading your direct reports on their journey towards optimizing their respective teams to efficient and value adding financial operations. Continouts development of the team around you is essential, focusing on optimizing and stabilizing the financial operations on the growth journey as well as developing a high performing, motivated and competent team. * Ensure financial transparency and insights that supports effective and correct decision making. This includes preparation of business plans and financial forecasting for ventures or projects being consideretd at site. * Drive and control active working capital management to optimize cashflow for the site. Working closely with the site leadership team and management teams to ensure they understand the importance of profitability and active cash management. * Full P&L and Balance sheet responsibility; Ensure financial house in order enabling successful external and internal audits and adherence to USGAAP, IFRS and FLB accounting policies and standards as well as compliance with internal controls and JSOX * Ensure that the Site Finance team is contributing actively to the transformation and alignment that is currently a big focus area in the FLB Global Finance organisation. * Other job duties as needed. Scope/Accountability: * The Head of Finance will regularly interact with its peers in the Site SLT as well as Senior Stakeholders in the Global roles of FLB. * The Head of Finance is fully accountable for ensuring full transparency on Financial status as well as financial compliance at FLBT. * The scope of this role encompasses leading and expanding the FLBT Finance department to become a function that can guide the site to accomplish its strategic goals. * The Head of Finance is expected to optimise the processes within Finance to ensure a high level of efficiency in the department. Required Skills and Abilities: * Ability to be the courageous challenger to the status quo, especially in financial matters. Driving change and alignment with the right problem-solving attitude finding the solution that fits everyone. * Excellent communication skills with the ability to communicate and convey concise information. * High level of attention to detail with very good analytical and data management skills. * Experience of working with multi-site, multinational organizations on different time zones. * Able to build and maintain effective and credible relationships with key stakeholders. * Significant experience in or knowledge of USGAAP accounting principles with demonstrated experience in rolling out changes to accounting principles. * High proficiency with and knowledge of accounting and financial management software including SAP, Microsoft Excel, and others. * Demonstrated ability to work across functional and intercompany boundaries to develop and maintain relationships with diverse internal and external business customers. * Role model for company core values of trust, delighting our customers, Gemba, and Genki. Impact/Influence: * The Head of Finance will set financial targets for the site ensuring that the site P&L is optimised. * The Head of Finance is accountable for financial compliance and eliminating financial surprises. Minimum Qualifications: * Bachelor's degree in finance or business required. * CPA, Certified Management Accountant certifications, or MBA preferred. * At least 12-15 years of experience in increasingly responsible financial roles. * 10+ years in a supervisory/management role in a financial or related field, preferably in a manufacturing environment. * Also requires a demonstrated track record in the following key areas: * Attainment of aggressive growth, improvement and profit objectives. * Execution of strategic plans that optimize growth and competitive positions * Strong collaboration and team building skills * Strong communication skills * A strategic thinker, able to motivate, lead and develop subordinates. * Experience of leading finance teams at a Senior level within a larger corporation and being part of a leadership team. Understands of the importance of Strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work. To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.

Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: CFP , CPA, or JD (Applicants with the JD only should have estate planning experience) Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.) Proven ability to explain complex financial concepts simply & meaningfully Firsthand experience managing client relationships Useful Information About Briaud 8 Certified Financial PlannersTM on staff 250 clients, with $470 million under management Offices in College Station and Austin, Texas Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume

Job Description The Cost Accountant supports the financial operations of CIG's U.S. solar module manufacturing facility by developing, analyzing, and maintaining accurate product and production cost data. This role is responsible for standard cost maintenance, inventory valuation, variance analysis, and operational cost reporting. The ideal candidate brings strong manufacturing cost accounting experience, excellent analytical capabilities, and the ability to partner closely with operations, engineering, and supply chain to improve cost accuracy, production efficiency, and overall financial performance. Key Responsibilities Cost Accounting & Analysis Maintain and update standard costs for raw materials, components, labor, and overhead in alignment with production changes and company cost-accounting policies. Analyze manufacturing cost variances, including purchase price variance, material usage, labor efficiency, overhead absorption, scrap, and yield performance. Perform month-end cost accounting close activities, including journal entries, accruals, and account reconciliations. Prepare detailed reports for COGM/COGS, production variances, and cost trend analysis. Support margin analysis by SKU, product line, and customer as assigned by the Controller. Assist in maintaining accurate routing and BOM structures within the ERP system. Inventory Management Perform routine inventory reconciliations across raw materials, WIP, and finished goods; investigate and resolve discrepancies. Support cycle counts and physical inventory audits; ensure adherence to corporate inventory control policies. Validate BOM accuracy, routing standards, and material consumption to ensure alignment between financial and operational data. Production & Operations Support Partner with operations, engineering, and supply chain to understand cost drivers and identify efficiency improvements. Evaluate the cost impact of process changes, new products, engineering updates, and material substitutions. Assist with make-vs-buy analyses, cost estimates for new products, and review of capital expenditure proposals. Provide operational cost insights to support continuous improvement, yield optimization, and scrap reduction initiatives. Financial Reporting & Support Support the Controller in preparing forecasts, budgets, and cost variance explanations. Prepare cost-related dashboards and KPI reporting (e.g., scrap, throughput, yield, absorption, labor efficiency). Ensure compliance with GAAP, manufacturing cost accounting standards, internal control requirements, and company policies. Maintain proper documentation and audit support for cost accounting areas. Qualifications Education Bachelor's degree in Accounting, Finance, or related field. CPA, CMA, or progress toward certification. Experience 3+ years of accounting/finance experience in a manufacturing environment. Experience within solar, semiconductor, electronics, or other high-volume manufacturing environment preferred. Experience with financial software and ERP systems (e.g., SAP, Oracle, Microsoft Dynamics). Experience in financial reporting, cost accounting, and standard costing in a manufacturing or industrial setting. Skills & Abilities Strong knowledge of GAAP and cost accounting principles. Advanced Excel skills (lookups, pivot tables, cost modeling). Excellent analytical, problem-solving, and communication skills. Ability to work cross-functionally and influence operations and engineering partners. High attention to detail with strong organizational skills. Ability to manage multiple priorities in a fast-paced manufacturing environment. We offer a competitive salary, robust benefits, paid time off and growth opportunities.

This position is located on-site at HQ in Bryan, Texas About BlueForge Alliance (BFA): BlueForge Alliance is an agile program integrator positioned to meet the demand to build capacity for the defense industrial base. We are a unifying organization converging technology, manufacturing, economics, and state and federal government to provide a forward-facing, federated umbrella with national visibility. As a non-profit, neutral convener, BlueForge Alliance aligns strategy with execution to coordinate regional stakeholders, assess and propose high-value efforts, and rapidly establish and deploy U.S. Department of Defense investments. By streamlining competing priorities and viewpoints, we aim to increase manufacturing capacity and technology adoption, boost the number of available suppliers and diversify investment into the defense industrial base. The Cost Analyst will play a crucial role in the Contracts and Procurement department by providing cost analysis and pricing support for government contracts, subcontracts, and procurement activities. This position will involve detailed cost estimation, pricing analysis, and the development of cost models to support bids and proposals. The Cost Analyst will collaborate closely with Program Managers, Procurement, and Finance teams to ensure cost accuracy, regulatory compliance, and alignment with the organization's mission. The ideal candidate will have a strong understanding of federal acquisition regulations (FAR/DFARS) and experience with cost analysis in a defense contracting environment. In addition to the following details, by being a BlueForger, you will be expected to uphold and exemplify our values of Belonging, Selfless Service, Integrity, Leadership, Respect, and Excellence. We uphold these values upon a backbone of humility driven by a culture of safety, vulnerability, and purpose. Essential Duties and Responsibilities: Cost Analysis and Estimation: * Conduct cost analysis and develop cost estimates for proposals, procurements, and contract modifications, ensuring accurate pricing and compliance with applicable regulations. * Analyze supplier and subcontractor cost proposals to determine reasonableness, accuracy, and compliance with FAR/DFARS and cost accounting standards. * Prepare and review detailed cost breakdowns, supporting the development of cost models that accurately reflect labor, materials, overhead, and other expenses. * Pricing and Proposal Support: * Work with the contracts and procurement teams to prepare cost and pricing proposals for government contracts, including the creation of cost proposals, pricing templates, and supporting documentation. * Collaborate with program managers and technical leads to develop budgets, pricing strategies, and cost narratives for new and ongoing projects. * Ensure all pricing proposals are compliant with government contracting standards, cost principles, and internal policies. * Financial Data Analysis and Reporting: * Conduct financial analysis to assess project cost performance, identify variances, and provide insights to program management. * Generate and review reports related to cost analysis, project budgets, and financial performance, identifying trends and recommending cost control measures. * Support cost audits and government inquiries, preparing detailed documentation and analysis as required. Regulatory Compliance: * Ensure compliance with FAR, DFARS, CAS, and other relevant government regulations, as well as organizational policies, in all cost and pricing activities. * Maintain an up-to-date understanding of cost and pricing regulations, best practices, and changes in government procurement requirements. * Assist in the development and implementation of cost control policies, procedures, and tools to maintain compliance and optimize efficiency. * Supplier and Subcontractor Analysis: * Review and analyze supplier and subcontractor cost proposals and pricing structures to ensure they align with project budgets and requirements. * Conduct cost/price analysis and benchmarking for suppliers to support negotiations and contract awards. * Collaborate with procurement and supply chain teams to validate cost estimates and support the selection of cost-effective suppliers and subcontractors. Continuous Improvement: * Identify and implement best practices in cost analysis, pricing methodologies, and data analysis tools to improve the accuracy and efficiency of cost proposals. * Support the development of tools and templates for cost estimation and pricing, ensuring consistency and accuracy across proposals. * Participate in cross-functional teams to identify and implement process improvements in the Contracts and Procurement department. * Performs other related duties as assigned. Travel Expectations: * Expected travel: None. Required Skills/Abilities: * Familiarity with FAR, DFARS, and cost accounting standards (CAS) is highly desirable. * Experience with cost estimation for complex government proposals and procurements. * Strong analytical skills, with proficiency in cost modeling, financial analysis, and data interpretation. * Proficiency in Microsoft Excel and financial software, with experience in ERP or project management systems (e.g., Deltek, Costpoint, SAP). * Detail-oriented with the ability to manage multiple priorities and meet tight deadlines. * Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments and present cost data to non-financial stakeholders. * Ability to interpret and apply government contracting regulations, cost accounting standards, and cost principles. * Ability to function well in a fast-paced environment. Education, Certifications, and Experience: * Education: Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field. * Minimum of 3 years of experience in cost analysis, pricing, or financial analysis, preferably within a defense contracting or government contracting environment. * Certified Cost Estimator/Analyst (CCE/A) or similar certification is a plus. Physical Requirements: * Prolonged periods of sitting at a desk and working on a computer. * Ability to lift up to 20 pounds. Travel Expectations: * Expected travel: None Note: BlueForge Alliance provides equal employment opportunities to all employees and applicants for employment. The company prohibits discrimination and harassment based on any characteristic protected by federal, state and local laws. To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158 or be eligible to obtain the required authorizations from the U.S. Department of State. All roles are security sensitive, and employment is contingent on a criminal history check and credential verification. The ability to perform essential job functions, with or without reasonable accommodation, is required. Reasonable accommodations will be made to help enable qualified individuals with disabilities to perform the essential functions. The job description outlines key responsibilities, but the position may include additional duties.

Job Title Assistant Financial Manager Agency Texas A&M Engineering Extension Service Department Financial Services Office Proposed Minimum Salary $5,887.50 monthly Job Type Staff Job Description Assistant Financial Manager $5,887.50 per month 1 Full-Time Position College Station, Texas The Role at a Glance The Assistant Financial Manager, under direction, assists in managing financial operations and supports senior finance leadership. This position prepares financial reports, reconciliations, and analyses, oversees internal controls, and ensures compliance with applicable laws, regulations, and policies. The role develops and interprets financial policies and procedures, recommends process improvements, supervises and trains employees. The Assistant Financial Manager's primary duty is to backup the Financial Manager for Accounts Receivables by performing their duties in their absence. This position reports to the Financial Manager for Accounts Receivables. Qualifications of the Role * Bachelor's degree from an accredited college or university. * Six years of related financial experience. * Must have a valid motor vehicle operator's license or ability to obtain within 30 days of employment. Equivalency: Will consider an associate's degree in a relevant field and eight years of experience or a high school diploma/GED and ten years of experience. About Us The Texas A&M Engineering Extension Service (TEEX) is an internationally recognized leader in emergency response training, workforce training, and technical assistance. Major TEEX competencies include fire and rescue, infrastructure and safety, law enforcement, cybersecurity, economic and workforce development, and homeland security. Every TEEX employee has a direct impact on Making a Difference to the professionals who respond to emergencies, safeguard communities, and ultimately save lives. We are focused on enhancing organizational effectiveness by creating an optimal work environment that empowers employees to improve themselves and their communities. Additionally, we offer competitive salaries and benefits, value work/life balance, and support employees' education and professional development. Benefits You Can Expect from TEEX * Medical, dental, vision, life- and long-term disability insurance through The Texas A&M System. TEEX contributes to employee health and basic life premiums. Family enrollment is available. * Automatic enrollment in the Teacher Retirement System of Texas. * 12-15 paid holidays per year. * Paid vacation and sick leave. * Wellness programs and release time. * Access to online learning platforms. * Educational reimbursement assistance and release time. * Leadership development programs TEEX Employer Notices Military Crosswalk Info Applications must either have all job application data entered or a resume attached. Not doing so could result in an incomplete submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Financial Advisor Job Description At Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Pattern Financial Group Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Direct Supervisor: Senior Manager of International Accounting and Consolidations or Financial Reporting Manager Job Location: Navasota, Texas The Senior Global Accountant is responsible for bringing all worldwide general ledgers together on a timely basis to arrive at a consolidated view of Corporate performance. Reporting to the Financial Reporting Manager within the Global Team, the position will work closely with corporate accounting and tax, global operating locations and business unit controllers to ensure (1) global accounting corporate transactions are correct, (2) global transactions properly reflect corporate structural relationships and (3) intercompany eliminations and foreign exchange entries are appropriately booked. At STgenetics, we are revolutionizing the future of agriculture and animal genetics through cutting-edge technology, innovation, and a deep commitment to excellence. As the global leader in livestock reproductive solutions, we empower our team to push boundaries and make meaningful contributions to an industry that feeds the world. When you join STgenetics, you become part of a forward-thinking organization where innovation rules and your unique talents are not only valued but celebrated. We foster growth and offer global opportunities to shape the future of genetics. If you're ready to make an impact, grow your career, and work with a passionate team dedicated to pioneering genetic advancements, we invite you to be part of our journey. Primary Roles and Responsibilities Provide analytical support & research for finance management as needed. Assist with global accounting closes, including preparation and communication of global close calendars, close progression and acting as a global point person for related inquiries. Own the accounting for several global entities. Prepare and reconcile balance sheet accounts for Global areas. Prepare and/or review accounting entries for corporate transactions, intercompany settlement and eliminations, transfer pricing consistency, account reconciliations and flux analysis. Participate in all financial reporting system related activities such as changes to the global chart of accounts, entity reporting hierarchies, user access, consolidation mappings and other processes and controls. Manage multiple subsidiary relationships as well as data from multiple accounting systems. Liaison with financial planning, treasury and tax functions and external auditors as needed. Support variance and financial analysis of results at the consolidated level as well as by location and line of business. Minimum Qualifications Bachelor's and/or master's degree in accounting CPA certification is a plus Experience in Big 4 or Industry Accounting with proven ability to work with multiple EPM and financial reporting systems. Experience with financial consolidation of different business units, companies, and international entities as well as multiple accounting systems. Thorough working knowledge and understanding of financial reporting requirements under GAAP and SEC regulations. Comprehensive knowledge and experience with general accounting, foreign currency issues, month end close procedures, eliminations and consolidations, SOX controls and external audit procedures. Ability to offer flexibility in schedule to accommodate various time-zones. Advanced Microsoft Office skills including Excel, Word and Access/Monarch. STgenetics is an Affirmative Action EEO employer We are an equal opportunity employer and all qualified candidates will receive consideration for all positions without regard to race, color, age, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. STgenetics is not currently accepting unsolicited resumes from search firms. Regardless of past practice, all resumes submitted by search firms to any employee at STgenetics via-email, the Internet or directly to hiring managers at STgenetics in any form without a valid written agreement in place for that specific position will be deemed the sole property of STgenetics . As a result, no fee will be paid in the event the candidate is hired by STgenetics .

This Senior Financial Analyst is responsible for fiscal functions of the company in accordance with GAAP and within in the biotechnology industry. This position will directly support the Controller. Qualifications Bachelor's degree is required Minimum of 5 years of experience Federal Acquisition Regulations (FAR) Earned Value Management Systems (EVMS) Additional Information **Full-time opportunity No sponsorship available for this opportunity.

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives. The SLS Finance Services function is responsible for delivering the following services to clusters within the Sanlam Group that make use of SAP S/4HANA and related finance systems: ⦁ The execution of shared financial transactions through the Finance Shared Services (FSS) team. ⦁ Drive operational excellence and efficiency through finance process and technology optimisation by the Finance Systems & Processes (FSP) team. ⦁ Delivering an efficient financial control and compliance environment for SAP S/4HANA and related finance systems through the Governance, Risk & Compliance (GRC) team. What will you do? * The Senior Business Analyst is a permanent, leadership role within the SLS Finance Services division, part of the Sanlam Life and Savings (SLS) cluster. Serving a broad client base across multiple Sanlam business clusters, the Senior Business Analyst will report to the Senior Finance Manager and lead a team of six business analysts. As the operational BA lead for the Finance Systems & Processes team, the incumbent acts as 'head of operations', ensuring the SAP Finance solution (including SAP S/4HANA ERP, SAP Insurance Analyzer, and related systems) meets evolving business requirements. The role is pivotal in coordinating all business analysis activities, driving delivery on key operational issues, goals, and strategic initiatives, and aligning system capabilities with business needs for over 2,000 end users. What will make you successful in this role? The key performance areas of this position include the following: ⦁ Team Leadership and Coordination ⦁ Lead, mentor, and develop a team of six business analysts, fostering a high-performance, collaborative culture. ⦁ Allocate and coordinate BA resources to ensure timely and quality delivery of business analysis activities across multiple projects and operational initiatives. ⦁ Act as 'head of operations' for the Finance Systems & Processes team, managing day-to-day operations and driving continuous improvement. SAP Finance Solution Delivery ⦁ Oversee the business analysis function for the SAP S/4HANA ERP, SAP Insurance Analyzer, and related finance systems, ensuring solutions are efficient, user-centric, and aligned to business requirements. ⦁ Oversee the business analysts' involvement in planning for and testing SAP system upgrades and other technical system changes. ⦁ Act as the primary bridge between business clients and the SAP Centre of Expertise, translating business needs into clear system requirements and functional specifications. ⦁ Drive delivery on key system enhancements, change initiatives, and process improvements, ensuring optimal use of SAP and supporting technologies. Stakeholder Engagement and Management ⦁ Engage with business stakeholders across all Sanlam clusters to gather requirements, demonstrate new solutions, and obtain feedback. ⦁ Build and maintain strong relationships with finance process owners, system users, and IT partners. ⦁ Facilitate workshops, training sessions, and communications to ensure alignment and adoption of new solutions. Incident and Change Request Management ⦁ Manage and coordinate the resolution of incidents, service requests, and change initiatives related to finance systems. ⦁ Ensure timely escalation, tracking, and closure of issues, maintaining high service levels for business clients. ⦁ Collaborate with the SAP CoE, system accountant, process analyst, and support analyst to address and resolve system and process issues. Quality Assurance and Compliance ⦁ Ensure quality and compliance in business analysis deliverables, including requirements documentation, test cases, and training materials. ⦁ Support user acceptance testing and deployment activities for system changes and new releases. ⦁ Contribute to maintaining a robust control environment and adherence to finance governance standards. Qualification and Experience * Bachelor's degree in commerce, Accounting, Finance, Information Systems, or a related field from a recognised institution preferred. * Professional certification in Business Analysis (e.g., CBAP from IIBA or equivalent) would be advantageous. * Minimum 6 years' experience in a business analysis role, with at least 3 years in a senior or team leadership capacity. * Demonstrable experience with Finance solutions (SAP S/4HANA ERP or similar) in a large, complex organisation would be advantageous. * Experience in the financial services industry, preferably with exposure to insurance or life and savings sectors would be advantageous. * Proficiency in business analysis tools and methodologies; advanced skills in MS Office (Excel, Word, Visio) required. Knowledge and Skills * Proven leadership and team management skills. * Expertise in delivering system change via Agile software enhancement lifecycles. * Strong analytical, problem-solving, and decision-making abilities. * Excellent stakeholder engagement and communication skills, with the ability to influence at all organisational levels. * Ability to manage complexity, drive results, and deliver under pressure. * Customer-focused, innovative, and resilient approach. * Quick to understand business operations and technology landscapes. Personal Attributes * Manages Complexity * Collaborates * Drives Results * Customer Focus * Ensures Accountability * Communicates Effectively * Being Resilient * Cultivates Innovation * Builds Effective Teams * Business Insight Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing through others Collaborates - Contributing through others Cultivates innovation - Contributing through others Customer focus - Contributing through others Drives results - Contributing through others Turnaround time The closing date is 29 December 2025. The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

College Station, Texas **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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in 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 & 66 (63 & 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. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Bi-lingual Spanish speaking + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' 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 your 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 **Schedule:** + Monday - Friday and rotating Saturdays **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.

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.

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary * To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations * To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa's new business processes. * The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. * Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license. Job Description Key Accountabilities: Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) * Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa's bancassurance structure. * Assess client's needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA. * Prepare recommendation and quote for appropriate risk and investment solutions based on the client's individual needs and profile. * Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given. * Follow all the steps in the designated client engagement process as specified by Absa Advisers. * Provide regular feedback to the Regional Manager on actions taken to progress the lead to business. * Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM's and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients Accountability: Meet sales and/or growth targets * Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive. * Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs. * Make exclusive use of Absa's Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client. * Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to * get a comprehensive view of the client's financial needs. * Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs. * • Generate and discuss a formal recommendation including product quote(s) for the client. * On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s). * Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA). * Submit the proposal forms to the relevant product providers for processing. * Ensure that the issued policy aligns to the recommended product. * Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship. * Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable. * Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM's. Accountability: Manage own commission earnings * Capture the correct Policy Relevant Information (PRI) number on the Commission system. * On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department. * Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database. * Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end. Accountability: Practice Management * Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice. * Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training. * Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development. * Participate performance development (PD) discussions as required by the Absa performance management standards. * Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and) * Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services * Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts). * Remain fit and proper as required for FAIS flagged roles. * Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities * Segment the client base according to profile, income potential and commission income. * Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice. Accountability: Personal Development * Attend all the required training to attain accreditation to market Absa approved products. * Attend all the requisite internal training (i.e FAIS-related programs/courses). * Attain the required FAIS credits in order to attain Fit and Proper status * Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency) Education Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised

JobID: 210672962 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

This Senior Financial Analyst is responsible for fiscal functions of the company in accordance with GAAP and within in the biotechnology industry. This position will directly support the Controller. Qualifications Bachelor's degree is required Minimum of 5 years of experience Federal Acquisition Regulations (FAR) Earned Value Management Systems (EVMS) Additional Information **Full-time opportunity No sponsorship available for this opportunity.

College Station, Texas **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:** As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **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.

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. What will make you successful in this role? 1. Assist in growing the Sanlam Adviser Business * Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. * Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand * Treating customers fairly to be applied to all client engagements * Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation * Face to face interactions, social or business, to create business opportunities. * Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turning trusted relationships into business relationships. * Strengthening existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Personalised client value propositions. * Marketing on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structuring and implementing focused campaigns with new or existing clients in the defined market. * Requesting active and ongoing leads and referrals from others. * Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market. 3. Client consultations and sales * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). * Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review clientââ â¢s portfolio annually by undertaking the above steps. 4. Client Service * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. 5. Monitor, update and reporting (weekly/monthly) Document and present the following activities: * Number and profile of contacts, appointments, consultations. * Issued business and revenue against targets. * Update client details on records. * Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently Persuades - Contributing independently Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.