F&I Manager - Automotive
Don't miss this amazing opportunity for F&I professionals. With sales volume on the rise, our growing dealership needs an F&I Manager. And we only hire the best. We need someone who can sell well and sell ethically-a master of finance and insurance knowledge. A true professional who can communicate product features and benefits in a way that not only gets customers to understand, but gets them to buy.
Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons,” etc.
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties
Apply Today!
$68k-100k yearly est. 60d+ ago
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Finance Manager
Hakes Brothers LCNM, LLC
Finance analyst job in McAllen, TX
Job Description
The Finance Manager is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's operations including: sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Duties include:
Prepares financial forecasts of sales, starts, closings and other financial and operational metrics.
Regularly updates proforma data for each community with accurate and up-to-date information.
Responsible for division financial/operational reporting.
Assists with land acquisition feasibility modeling, including critical evaluation of inputs from land, sales, purchasing, and construction departments.
Conducts ad-hoc financial analysis to understand business drivers and the competitive environment to help drive business results.
Evaluates and communicates areas of risk and presents solutions.
Coordinates with corporate accounting and finance to complete month-end close activities.
Ensures compliance with SOX controls as directed by corporate accounting.
Assists each department, as required, with ongoing business needs.
Delegates work according to employee's abilities and skills.
Provides input to employee's performance evaluations.
Assists in the identification of internal and external training opportunities.
Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors).
Qualifications
Required: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field)
Preferred: Minimum three years public and/or corporate accounting experience
Preferred: Certified Public Accounting license (active or inactive)
Preferred: Prior homebuilding experience
Preferred: Excel and PowerBI proficiency
Strong analytical skills
Good verbal and written communication skills
Self-motivated with excellent organizational skills
Knowledge of accounting theory and financial reporting
Incentives
Paid vacation, sick leave & holidays
Discount off the sales price of a Hakes Brothers home
401k & Profit Sharing
Medical, dental and vision insurance
$68k-100k yearly est. 29d ago
Bert Ogden Cdjr Finance Manager
Bert Ogden Harlingen Motors 3.8
Finance analyst job in Harlingen, TX
Full-time Description
BERT OGDEN CDJR FINANCE MANAGER
Finance and Insurance Manager
DEPARTMENT: Sales
REPORTS TO: General Manager
PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
ESSENTIAL DUTIES:
· Treat customers in accordance with dealership policies.
· Ensure that the proper follow-up schedule is attached to all completed sales.
· Ensure that all necessary customer satisfaction forms have been completed and turned in.
· Work with the service department to provide additional warranty information as necessary.
· Work with sales staff on computer follow-up system.
· Maintain daily log sheet and tabulate total, share with sales manager.
· Sell financing and credit life, accident and health insurance to customers.
· Establish and maintain good working relationships with several finance sources, factory and otherwise.
· Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
· Submit paperwork to and obtain approval from finance sources on all finance deals.
· Instruct salespeople in the methods of selling financing.
· Work with sales manager to secure a reasonable profit from every sale.
· Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
· Attend managers' meetings.
· Seek insurance companies for insurance paper.
· Maintain insurance files.
· Acquire/maintain licenses for selling insurance.
· Maintain a daily operating control.
· Prepare monthly penetration reports on finance penetration and share with sales manager.
· Check all paperwork for correct in title, lien information, taxes, etc.
· Establish and meet monthly objectives.
· Assist sales manager in the “outside call” program.
· Prepare and participate in sales meetings.
· Work with sales staff in negotiating a sale in the sales manager's absence.
· Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
· Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must be able to pass a hair follicle drug screening.
Must be able to pass a background check screening.
Bert Ogden Auto Group Is An Equal Opportunity Employer
$76k-99k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Brownsville and McAllen, TX
Jpmorgan Chase & Co 4.8
Finance analyst job in McAllen, TX
JobID: 210699303 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.
$57k-103k yearly est. Auto-Apply 14d ago
Bert Ogden Fiesta Nissan Edinburg Finance Manager
Fiesta Nissan
Finance analyst job in Edinburg, TX
Full-time Description
The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
Treat customers in accordance with dealership policies.
Ensure that the proper follow-up schedule is attached to all completed sales.
Ensure that all necessary customer satisfaction forms have been completed and turned in.
Work with the service department to provide additional warranty information as necessary.
Work with sales staff on computer follow-up system.
Maintain daily log sheet and tabulate total, share with sales manager.
Sell financing and credit life, accident and health insurance to customers.
Establish and maintain good working relationships with several finance sources, factory and otherwise.
Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
Submit paperwork to and obtain approval from finance sources on all finance deals.
Instruct salespeople in the methods of selling financing.
Work with sales manager to secure a reasonable profit from every sale.
Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
Attend managers' meetings.
Seek insurance companies for insurance paper.
Maintain insurance files.
Acquire/maintain licenses for selling insurance.
Maintain a daily operating control.
Prepare monthly penetration reports on finance penetration and share with sales manager.
Check all paperwork for correct in title, lien information, taxes, etc.
Establish and meet monthly objectives.
Assist sales manager in the “outside call” program.
Prepare and participate in sales meetings.
Work with sales staff in negotiating a sale in the sales manager's absence.
Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must pass a hair follicle drug screening.
Must pass a background check screening.
EMPLOYMENT BENEFITS INCLUDE:
Paid Vacation and Holidays
401(K)
Vision Insurance
Dental Insurance
Medical Insurance
BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
$68k-100k yearly est. 60d+ ago
Finance Manager
Charlie Clark Auto Group
Finance analyst job in Harlingen, TX
Finance and Insurance (F&I) Manager - Automotive
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
About Us:
At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
$67k-100k yearly est. 33d ago
Finance Manager - Bert Ogden Toyota
Bert Ogden Automotive Group 3.2
Finance analyst job in Harlingen, TX
Finance and Insurance (F&I) Manager - Bert Ogden Toyota
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Compensation
Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more.
Benefits
In addition to career-long personal development, our associates enjoy a number of benefits, including:
Health, Vision & Dental Insurance
Paid Vacation
Paid Holidays
Incentives
About Our Dealership
We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas.
We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
$74k-113k yearly est. 60d+ ago
FINANCIAL AID ADVISOR
The College of Health Care Professions 4.1
Finance analyst job in McAllen, TX
Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people?
If your answer is yes, this career may be just perfect for you.
You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging.
Qualifications:
High School Diploma or equivalent required.
Basic knowledge of federal and state regulations which may impact Title IV funding.
Basic knowledge of CampusVue database (preferred).
Experience:
Previous experience working with and technical knowledge of student financial aid programs preferred.
At least two years' experience working in a post-secondary institution.
Benefits:
Health insurance
Paid time off
401K with matching
Major Holidays off
Competitive Pay
$35k-40k yearly est. Auto-Apply 60d+ ago
Finance Supervisor - ITALY
P&T Business Platforms
Finance analyst job in Roma, TX
Finance Supervisor - ITALY - Finance Sup - ITALY - (2100002U) test
Qualifications test
Primary Location: RomaWork Arrangement: Office - CWTEmployment type: StandardJob Family: FinanceScope: GlobalTravel: NoShift: Day JobOrganization: Finance & StrategyJob Posting: Oct 10, 2021
$62k-87k yearly est. Auto-Apply 6h ago
Financial Aid Advisor
CHCP Healthcare and Educational Services
Finance analyst job in McAllen, TX
Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people?
If your answer is yes, this career may be just perfect for you.
You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging.
Qualifications:
High School Diploma or equivalent required.
Basic knowledge of federal and state regulations which may impact Title IV funding.
Basic knowledge of CampusVue database (preferred).
Experience:
Previous experience working with and technical knowledge of student financial aid programs preferred.
At least two years experience working in a post-secondary institution.
Benefits:
Health insurance
Paid time off
401K with matching
Major Holidays off
Competitive Pay
$27k-38k yearly est. 8d ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America Corporation 4.7
Finance analyst job in Harlingen, TX
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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
$48k-77k yearly est. 16d ago
Education Finance Specialist - Financial Aid
Southern Careers Institute 4.1
Finance analyst job in Harlingen, TX
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
* Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
* Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
* Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
* Interview students to obtain information needed to determine eligibility for aid.
* Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
* Ensure 100% student satisfaction; provide timely service during student appointments.
* Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
* Challenge and expand your knowledge.
* Develop your skills in an entrepreneurial environment where you have influence.
* Work alongside an exceptional leadership team, passionate about educating future developers.
* Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
* You are passionate about education and commit to a "students first" philosophy.
* You embrace change and you are always excited to learn something new.
* You believe that goals are set to be exceeded.
Requirements
* Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
* Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
* Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
* Training & Development
* Fun & Energetic, Family-Based Environment
* Continuous Growth Opportunities
* Medical, Dental, & Vision Options
* Health Savings & Flexible Spending Options (HSA & FSA)
* Basic Life & Accident Insurance
* Short & Long-term Disability
* 401K Retirement Plan
* SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
$37k-58k yearly est. 60d+ ago
Accounting Analyst
NTT Data 4.7
Finance analyst job in San Juan, TX
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Accounting Analyst to join our team in San Juan, Puerto Rico (US-PR), United States (US).
Overview of job:
This position will be responsible for providing business analysis and functional support to the Oracle PeopleSoft Financials application for the client. The position will also be responsible for enhancing Oracle PeopleSoft Financials functionality and reporting as well as maintaining integrity of existing functionality. This position is on the client site.
Job Responsibilities Include:
* Perform business analysis and functional support for the Oracle PeopleSoft Financial application version 8.4. Functional areas include, but are not limited to, Billing, Accounts Receivable, Accounts Payable, and General Ledger.
* Create new reports for the Finance division
* Coordinate and Support system testing
* Training users in the PeopleSoft application
* Provide telephonic support to Oracle PeopleSoft Financial users
* Provide support to external Federal and State Agencies (Ex. Dept. of Treasury, Governmental Budget Office, Comptrollers Office)
* Prepare documentation, perform testing
Basic Qualifications:
* 8+ years of Accounting / Finance experience
* 6+ years of functional experience with the following accounting modules: Billing, Accounts Receivable, Accounts Payable, and General Ledger
* BBA accounting, finance or related degree
* Bilingual (Puerto Rican Spanish / English)
* Selected candidate will be required to sit at client site in San Juan, PR
Preferred Skills:
* Solid accounting background
* Strong project, organizational and time management skills
* Strong communication, interpersonal, analytical, and solid problem-solving skills. The role requires constant interaction with client subject matter experts
About NTT DATA
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only **************** ******************************* email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, *************************************
NTT DATA endeavors to make ********************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at ************************************* This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.
$52k-68k yearly est. Auto-Apply 37d ago
Education Finance Specialist - Financial Aid
SCI Acquistion Co Inc.
Finance analyst job in Harlingen, TX
Job Description
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
Interview students to obtain information needed to determine eligibility for aid.
Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
Ensure 100% student satisfaction; provide timely service during student appointments.
Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
Challenge and expand your knowledge.
Develop your skills in an entrepreneurial environment where you have influence.
Work alongside an exceptional leadership team, passionate about educating future developers.
Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
You are passionate about education and commit to a “students first” philosophy.
You embrace change and you are always excited to learn something new.
You believe that goals are set to be exceeded.
Requirements
Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
Training & Development
Fun & Energetic, Family-Based Environment
Continuous Growth Opportunities
Medical, Dental, & Vision Options
Health Savings & Flexible Spending Options (HSA & FSA)
Basic Life & Accident Insurance
Short & Long-term Disability
401K Retirement Plan
SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
$37k-64k yearly est. 9d ago
Statutory Finance Intern
GTT Communications 4.6
Finance analyst job in Solis, TX
About GTT: GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************
Role Summary:
Statutory Finance intern is responsible for supporting statutory financial reporting for various GTT entities across EMEA, including providing statutory audits support.
Job Scope/Supervision:
The Statutory Finance intern reports to Statutory Finance Manager.
Duties and Responsibilities:
The day-to-day responsibilities of the role include, but are not limited to the following:
* Extracting and collecting full audit supporting evidence for the purpose of statutory audits from different internal sources/ systems (Oracle, Internal billings system, SAP/ Concur, others) for the assigned accounting areas/ legal entities in scope.
* Support the Statutory finance managers and the auditors during the statutory audit process
* Help build good understanding of the accounting policies (under US GAAP and Local GAAPs) and accounting processes within GTT to effectively support statutory financial reporting
* Preparation of various kinds of ad hoc financial reports and analyses, as needed
Required Experience/Qualifications:
* Bachelor's degree/ Last years' student in Finance/ Accounting/ ACCA student
* Advanced MS Excel user
* No prior experience in the area is required, but 1-2 years of experience/ previous internship experience will be considered a plus
Desirable Experience/Qualifications:
* Basic understanding of the audit process
* Oracle or other ERP system knowledge/ experience is a plus
* Understanding of accounting framework/ accounting standards - IFRS, US GAAP is a plus
* Ability to work in a dynamic, fast moving and demanding environment to meet targets and deadlines
* Proactive person with eagerness to learn and develop
Hours/Travel/Shift:
* Full time employee (flexibility in view of university commitments can be accommodated)
* Duration of the internship is six months with possibility to be prolonged to nine
#LI-VK1 #LI-Remote
$37k-46k yearly est. Auto-Apply 13d ago
Finance Manager - Automotive Dealership
Hiring Winners
Finance analyst job in McAllen, TX
We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience.
Compensation
Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit
Job Responsibilities
Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability.
Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies.
Present and sell extended service contracts, protection packages, and other value-added products.
Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals.
Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations.
Work closely with the sales team to streamline the financing process and improve overall customer satisfaction.
Review and finalize financial paperwork, ensuring accuracy and completion.
Maintain a high level of customer service and satisfaction throughout the sales and financing process.
Stay up to date with industry trends, financing options, and compliance requirements.
Requirements
Proven experience in automotive finance and insurance (F&I), with a strong track record of success.
In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations.
Strong sales, negotiation, and customer service skills.
Ability to work in a fast-paced environment while maintaining attention to detail.
Excellent communication and interpersonal skills.
Proficiency in dealership management software and F&I tools.
Valid driver's license and ability to pass a background check.
This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
$68k-100k yearly est. 60d+ ago
Finance Manager
Charlie Clark Auto Group
Finance analyst job in Harlingen, TX
Job Description
Finance and Insurance (F&I) Manager - Automotive
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
About Us:
At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
$67k-100k yearly est. 5d ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America Corporation 4.7
Finance analyst job in San Juan, TX
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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
$48k-76k yearly est. 16d ago
Education Finance Specialist - Financial Aid
Southern Careers Institute 4.1
Finance analyst job in Pharr, TX
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
* Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
* Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
* Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
* Interview students to obtain information needed to determine eligibility for aid.
* Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
* Ensure 100% student satisfaction; provide timely service during student appointments.
* Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
* Challenge and expand your knowledge.
* Develop your skills in an entrepreneurial environment where you have influence.
* Work alongside an exceptional leadership team, passionate about educating future developers.
* Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
* You are passionate about education and commit to a "students first" philosophy.
* You embrace change and you are always excited to learn something new.
* You believe that goals are set to be exceeded.
Requirements
* Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
* Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
* Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
* Training & Development
* Fun & Energetic, Family-Based Environment
* Continuous Growth Opportunities
* Medical, Dental, & Vision Options
* Health Savings & Flexible Spending Options (HSA & FSA)
* Basic Life & Accident Insurance
* Short & Long-term Disability
* 401K Retirement Plan
* SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
$37k-58k yearly est. 32d ago
Education Finance Specialist - Financial Aid
SCI Acquistion Co Inc.
Finance analyst job in Pharr, TX
Job Description
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
Interview students to obtain information needed to determine eligibility for aid.
Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
Ensure 100% student satisfaction; provide timely service during student appointments.
Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
Challenge and expand your knowledge.
Develop your skills in an entrepreneurial environment where you have influence.
Work alongside an exceptional leadership team, passionate about educating future developers.
Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
You are passionate about education and commit to a “students first” philosophy.
You embrace change and you are always excited to learn something new.
You believe that goals are set to be exceeded.
Requirements
Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
Training & Development
Fun & Energetic, Family-Based Environment
Continuous Growth Opportunities
Medical, Dental, & Vision Options
Health Savings & Flexible Spending Options (HSA & FSA)
Basic Life & Accident Insurance
Short & Long-term Disability
401K Retirement Plan
SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
How much does a finance analyst earn in McAllen, TX?
The average finance analyst in McAllen, TX earns between $39,000 and $87,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in McAllen, TX
$58,000
What are the biggest employers of Finance Analysts in McAllen, TX?
The biggest employers of Finance Analysts in McAllen, TX are: