Finance analyst jobs in Medford, OR

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4134 Adams Avenue Suite 104, San Diego, CA This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations spanning 58 county offices, five UC campuses, and nine research and extension centers across the State of California. This network of UC researchers and educators is dedicated to the creation, development, and application of knowledge in agriculture, natural resources, and community health and economic prosperity. The UC ANR Financial Services Unit, within the Office of the Controller, provides leadership and technical expertise in the development, management, analysis, reporting, and coordination of financial services for UC ANR. The unit ensures that UC ANR's financial activities, including those of the regional, county, and special program offices, comply with University business and finance regulations as well as funding agency requirements. This includes a range of accounting functions such as analyzing, monitoring, preparing, and reconciling financial information to reflect the organization's financial condition. The unit is also involved in the preparation of financial reports to meet both internal and external reporting requirements and to support operational control. Additionally, it is involved in the development, implementation, and monitoring of accounting systems, policies, and procedures. Position Summary The General Accountant in the Financial Services unit is responsible for performing complex accounting tasks, including analyzing, monitoring, preparing, and reconciling financial information. This ensures the accurate representation of the organization's financial condition and supports internal and external reporting requirements. Additionally, the role involves developing, implementing, and monitoring accounting systems, policies, and procedures. This position uses professional accounting knowledge to resolve complex assignments, often involving data analysis from multiple sources. The General Accountant will exercise judgment within defined accounting practices, working with general guidance and detailed instructions for more complex tasks. The role involves regular communication with both internal and external stakeholders to ensure accurate financial management. Financial management is complex, involving multiple campuses and the Office of the President, each with distinct and different financial information and accounting systems. This position reports directly to the Oakland office location. Our current policy supports a hybrid work model, which may require occasional travel to our Davis office. This position is a contract appointment that is 100% fixed and ends one year from the date of hire, with the possibility of extension if funding permits. The home department for this position is Financial Services. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $72,600/year to $100,800/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/28/2025. Key Responsibilities: 40% General Ledger Transaction Recording & Review: Oversee the accurate and timely recording of general ledger transactions and adjustments in compliance with Generally Accepted Accounting Principles (GAAP). Ensure compliance with University policies and provide assistance to ANR administrative staff when needed. 25% Financial Analysis & Reporting: Oversee the ANR portion of the General Ledger across multiple campuses. Review account and fund balances for compliance with budgets, University policies, and regulations. Resolve accounting discrepancies, maintain Common Chart of Account codes, and support reporting and analysis of financial data. 20% Financial Policies, Procedures, and Systems Management & Training: Provide training and ongoing support to ANR staff on financial systems and ensure accurate transaction processing across campuses. Assist in the development, implementation, and maintenance of UC ANR financial policies and procedures, ensuring compliance with GAAP, University policies, and relevant Federal and other agency regulations as needed. 10% Cash Management: Responsible for the recording, monitoring and review of financial control transactions and balances. Ensure that transactions are recorded timely and accurately. Ensuring compliance with Federal, State, and UC regulations and policies governing the use of the funds. Responsible for the accurate and timely preparation of the quarterly and annual reconciliations. 5% Other Duties: Support other areas of Financial Services, such as cash, Federal and State funds management. Participate in meetings, projects, and other duties as assigned. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Minimum 3 years of progressive accounting or related experience, preferably in University or Corporate Accounting Thorough understanding of GAAP and accounting practices, including financial statement preparation, reconciliation, and internal controls Proficiency in accounting software and/ or ERP Systems (e.g. Oracle, SAP, or similar); experience with asset management systems is a plus Strong analytical and problem-solving skills with ability to manage complex and resolve accounting issues Excellent interpersonal skills to effectively collaborate with staff and stakeholders, and to address customer service needs. Attention to detail and accuracy, with ability to manage multiple priorities and meet deadlines. Strong written and verbal communication skills, with ability to explain complex accounting concepts clearly. Preferred Skills: Accounting experience in higher education or in UC. Knowledge of GAAP related to capital asset accounting, fixed assets, depreciation, reconciliation processes, and GASB Statements. Thorough knowledge of accounting functions and assignments. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: UC Sexual Violence and Sexual Harassment Policy UC Anti-Discrimination Policy Abusive Conduct in the Workplace To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=81892&PostingSeq=3&SiteId=17&language Cd=ENG&FOCUS=Applicant Copyright ©2025 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-b936618b0c2e3249aacbbeaace06d8e1

STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more including internationally in Mexico and India The Operations Analyst II is responsible for assisting with the configuration and maintenance of the Firm's applications. This role works closely with the IT Operations Manager and the Director of Information Technology and interacts regularly with all members of the IT team regarding application deployment, stability, innovation, maintenance, and overall support. The Operations Analyst II also provides escalated support to team members, the Help Desk, and end users. Responsabilities: Troubleshoot cloud and on-premise application errors, isolate problems, and determine solutions in a timely manner. Partner with IT Operations team members to develop and implement resolutions to application issues. Implement, integrate, and manage cloud and on-premise Firm applications. Deploy and integrate new applications and systems to local and remote environments using SCCM, Intune, and Ivanti. Manage the application product lifecycle and communicate upcoming changes that may impact the Firm. Provide escalation support to the Help Desk. Provide after-hours support as part of an escalation or on-call rotation. Support IT Operations team members with projects and task completion. Provision and decommission accounts in applications and platforms, including Active Directory and Microsoft Exchange Online. Manage and maintain the Active Directory environment. Address Windows updates and security vulnerabilities while adhering to strict patching SLAs. Develop and maintain system support documentation and related procedures. Perform quality control testing for Firm applications to ensure a reliable working environment. Maintain relationships with vendors and consultants related to Firm technologies. Assist with evaluations and recommendations for Firm technologies. Independently manage projects. Support the creation of training materials for Firm applications. Perform other duties as assigned. Competencies Collaborates Instills Trust Customer Focus Drives Results Situational Adaptability Resourcefulness Action-Oriented Tech-Savvy Required Skills Strong understanding and demonstrated experience with several of the following: Microsoft 365 technologies (Office 365, SharePoint Online, Exchange Online, Dynamics, Power Automate) Azure and Entra ID Windows 11 OS Windows Server OS PowerShell and automation scripting Cloud collaboration tools (OneDrive for Business, Box) Remote desktop technologies (Azure Virtual Desktop, Citrix, RDP, BeyondTrust) Application packaging/deployment tools (Intune, Microsoft Endpoint Manager, MSI packagers) Metadata management software Tools Windows 11 Windows Server OS Microsoft 365 technologies Data extraction, transformation, and loading Azure and Entra ID Qualifications High school diploma or GED Experience with Windows 11, Windows Server, and Microsoft 365 Experience with Azure and Entra ID 3-6 years of related technical experience in large (300+ user) environments Project management experience running small to mid-sized projects Ability to prioritize multiple assignments and meet deadlines Strong written and verbal communication skills Ability to work professionally with all organizational levels and external entities Ability to learn new technologies quickly Ability to travel up to 10% Ability to work extended hours, nights, weekends, and rotating escalation duties when required Physical Demands Writing, typing, reading, speaking, hearing, seeing Sitting, bending, reaching Lifting up to 50 lbs Working Conditions Quiet office environment in a high-rise building; seated most of the time Occasional work in data centers with high noise and low temperatures Benefits Medical coverage and Health Savings Account (HSA) through Anthem Dental/Vision/Various Ancillary coverages through Unum. 401(k) retirement savings plan Paid-time-off options Company-paid Employee Assistance Program (EAP) Discount programs through ADP WorkforceNow Additional Details The base salary range for this position is $115K - $165K annually, depending on experience. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training About Us STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and globally with offices in Los Angeles, Atlanta, New York, Mexico, Japan, India, and more. STAND 8 focuses on the "bleeding edge" of technology and leverages automation, process, marketing, and over fifteen years of success and growth to provide a world-class experience for our customers, partners, and employees. Our mission is to impact the world positively by creating success through PEOPLE, PROCESS, and TECHNOLOGY. Check out more at ************** and reach out today to explore opportunities to grow together! By applying to this position, your data will be processed in accordance with the STAND 8 Privacy Policy.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Analyst, Corporate Strategy Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities. Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives. This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA. Salary Range: $90,000-$100,000 Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office Ability to travel up to 5% of the time What Your Day Looks Like Strategic Planning & Analysis Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan). Contribute to spotting performance challenges early and proposing practical solutions. Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation. Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals. Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives. Develop business cases, financial models, and scenario analyses to support strategic decisions. Provide regular updates and insights in presentation form on strategic projects for executive leadership. Prepare clear and compelling presentations for executive teams and board meetings. What We're Looking For Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred). 3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset. Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI) Demonstrated ability to interpret data, build models, and extract insights. Strong business acumen and understanding of corporate financial statements flows including cash flows. Understanding of corporate strategy, organizational design, and performance improvement levers. Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs. Excellent written and verbal communication skills with ability to present complex findings clearly. Experience in a fast-paced environment with exposure to executive-level decision-making. Ability to work independently and handle multiple projects simultaneously. High attention to detail, intellectual curiosity, and a collaborative mindset. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.

Job Title: Business Operations Analyst Salary: $76,666-$100,000 Skills: Business Ops Automation, SQL, Report Building, AI Chat, Automate, Technology Industry, start-up About the Technology Company / The Opportunity: Are you a proactive Business Ops Analyst eager to drive impactful change in the fast-evolving technology sector? Our client, a forward-thinking start-up in the Technology industry, offers the opportunity to analyze complex business processes and champion automation initiatives. This San Francisco-based role provides the chance to collaborate across insurance, payroll, and private equity domains, leveraging cutting-edge tools and platforms to build reliable solutions that drive business performance. This role puts you at the center of scaling internal systems, streamlining processes, and leveraging AI to build smart workflows. You'll have the opportunity to design automations, generate insights through data, and directly influence how the business operates - all while collaborating with a forward-thinking leadership team. Responsibilities: Oversee day-to-day business operations and identify opportunities for optimization Build automations and workflows using n8n and other no/low-code tools Create and maintain reports and data pipelines using SQL Implement AI tools (e.g., ChatGPT, Claude) to enhance processes and internal systems Collaborate with leadership to identify operational bottlenecks and design solutions Serve as a key liaison between operations, engineering, and strategy teams Must-Have Skills: Demonstrated experience as a Business Analyst within the technology sector. Strong proficiency in SQL for data analysis and reporting. Hands-on experience with automation tools and technology platforms. Ability to design, build, and optimize business reports and workflows. Expertise in insurance, payroll, or private equity processes. Nice-to-Have Skills: Familiarity with insurtech solutions and industry compliance standards. Knowledge of advanced AI platforms such as Claude and ChatGPT. Exposure to Private Equity operational frameworks. Experience implementing automation in cross-functional teams. Strong communication skills for stakeholder presentations and change management.

Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR

Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status. Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. Bachelor's degree from a well-respected college or university. At least one (1) year of FP&A work experience. Proficient understanding of Key Performance Indicators (KPI's) Preferred MBA Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical Expert-level MS Excel proficiency (pivot tables, financial modeling) Power BI or Tableau or Planful or equivalent program Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

Camino Search is partnered with a rapidly scaling, technology driven e-commerce company to appoint a Senior Financial Analyst. The business has grown quickly and is building a high performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast paced environment. About the Role Our client is seeking a highly analytical Senior Financial Analyst to serve as a strategic partner across merchandising, sourcing, production, planning, and procurement. Reporting directly to the Head of Corporate Finance, this position will own complex financial models, strengthen forecasting capability, and provide insight into margin performance, cost drivers, and operational trends. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Partner with merchandising, sourcing, production, and procurement teams to support financial decision-making ✔ Build and maintain detailed models across PCOGS, DDP, tariffs, and cost structures ✔ Deliver weekly and monthly variance analyses with commentary on key business drivers ✔ Support budgeting and forecasting cycles, including scenario modelling and performance reviews ✔ Prepare Monthly Business Review reporting and maintain alignment across cross-functional teams ✔ Validate assumptions, ensure data accuracy, and collaborate closely with operational leaders ✔ Translate complex financial data into clear, actionable recommendations for senior leadership ✔ Contribute to continuous improvement across financial processes and cost visibility Ideal Candidate Profile 🔹 Four years of experience in FP&A, strategic finance, or corporate finance 🔹 Strong modelling expertise with a solid understanding of supply chain or product cost economics 🔹 Advanced Excel or Google Sheets capability and comfort with financial planning tools 🔹 Background in e-commerce, retail, consumer goods, or other high-growth, fast-moving environments 🔹 Strong grasp of GAAP, GL review, and accounting fundamentals 🔹 Communicative, detail-oriented, adaptable, and comfortable working through ambiguity 🔹 Proactive problem solver with the ability to influence stakeholders and support leadership decisions Preferred: 🔹Master's Degree (MBA) or relevant certifications 🔹Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹IB/Banking Experience

Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities. You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change. Ready to make a major impact? Let's talk.

Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished EPIC Cupid Radiant Analyst __________________________________________________ NOTE- THIS IS HYBRID (One week/month) ROLE & ONLY W2 CANDIDATES/NO C2C/1099 *** Candidate must be authorized to work in USA without requiring sponsorship *** Position: EPIC CUPID Radiant Analyst (Job Id - # 3133897) Location: San Francisco CA 94104 (HYBRID One week/month) Duration: 6 months + Strong Possibility of Extension _________________________________________________________ Please verify any certificates and/or licenses required for the position, if applicable: Epic Cupid and Radiant certifications. Job Function Summary: Involves the design, building, testing, and implementation of clinical application systems. Provides support to clinical users through knowledge of clinical processes, documentation needs, workflows, and clinical practice standards, when adapting software to meet their needs. Works with clinicians to create or adapt written protocols. Prepares detailed specs encompassing clinical processes, information flow, risk, and impact analysis. May provide customer service, troubleshooting, and maintenance. Generic Scope: Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions. Custom Scope: Applies skills as a seasoned clinical applications professional to projects of medium size at all levels of complexity, or portions of large projects. The Clinical Applications Professional III functions as the primary support contact and expert for technology solutions used within the cardiology service lines. They work under the direction of the Team Lead and/or Manager to configure, build & install applications. They coordinate all issues that arise during the project for their application area. Key operational activities include primary responsibility to analyze work flows and understand policies, procedures and constraints of the clinical or business operations supported by the applications. In depth and precise investigation and documentation of operational specifications and application functionality is required. Key technical activities include the analysis of new releases to determine how workflow should be modified, building and populating databases and tables during initial system configuration, conducting system testing and conversion data validation. The application analyst develops and documents internal procedures and establishes change control processes for the application. The Clinical Application Analyst also develops user training aids and trains end users in workflow and use of applications. They function as the primary contact to troubleshoot problems and questions from end-users during training, go-live, stabilization and on-going support (7x24). Successful candidates are skilled communicators who make decisions independently and in collaboration with others up and down the project structure. Attention to detail is a critical skill for this position. Successful candidates enjoy helping other users learn and adopt to use of the technology solutions. dates enjoy helping other users learn and adopt to use of the technology solutions. ________________________________________________________________ Bhupesh Khurana Lead Technical Recruiter Email - ***************************** Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions. Location: Torrance, CA Work Hours: 9:00am - 5:00pm PST Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs Expected Compensation: $160K - $175K base salary, plus annual bonus (10%). The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc. Position Description: This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software. Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP Develop and implement remediation plans to improve the current state of implementation Identify opportunities to leverage additional features and functions within the software to improve business operations Provide functional support to end users including issue resolution and performing root cause analysis Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP Required Skills: Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience. 5-6 years experience as an Oracle Cloud business analyst Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions. Experience with process mapping, group facilitation, data gathering and analysis Minimum 2 large scale Oracle ERP Cloud implementations. Proven project delivery through full life cycle from requirements through deployment /support. Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau. Soft Skills: Must be self-motivated. Ability to work independently with minimal supervision. Strong interpersonal skills and communication skills. Ability to write reports, business correspondence, and procedure manuals. Please apply today!

Job DescriptionFinancial Controller An exciting leadership opportunity awaits in Southern Oregon! A thriving and innovative production company based near Medford, Oregon is looking to hire a Financial Controller to oversee its accounting operations and support strategic business decisions. This isn't your typical back-office role - it's a chance to help shape the financial future of a growing company. About the Role As the Financial Controller, you'll serve as a cornerstone of the leadership team, bringing financial structure, insight, and clarity to daily operations. Your role will be both strategic and hands-on - ideal for someone who's energized by process improvement, forecasting, and helping others understand what the numbers really mean. What We're Looking For At least 7 years of accounting experience in a senior role, preferably in manufacturing or distribution A thorough understanding of GAAP principles, internal controls, and multi-entity environments Expertise in inventory accounting, costing models, and operational finance A history of leading accounting teams and implementing efficient workflows Strong grasp of cash flow management and managing banking/lender relationships Direct experience with QuickBooks and comfort with custom-built ERP or MRP systems A collaborative mindset with excellent communication skills An analytical thinker who sees more than just numbers Primary Responsibilities Design and enforce accounting procedures, inventory tracking systems, and product costing methods Prepare detailed financial statements, performance dashboards, and decision-support tools Manage the closing process and ensure all reports are accurate and timely Build and monitor budgets and forecasts in close collaboration with operational leadership Oversee payroll, benefits, and HR reporting in conjunction with our outsourced HR partner Maintain and optimize accounting software systems and custom platforms Lead initiatives to improve financial systems and prepare for potential ERP upgrades Partner with external accountants to handle tax filings and audits Support programs such as customer reimbursement tracking and property finance management Compensation Includes: $135-160K Base DOE, with bonus potential For immediate consideration, please send your resume to *************************!

For 75 years, Ausland has delivered high-impact projects to clients throughout the greater Pacific Northwest. As a fully integrated commercial design and construction firm, we bring architecture, engineering, and construction together under one roof-enabling us to uphold our vision: “World-class development, locally scaled for our community.” Our reputation for excellence is reflected not only in satisfied clients and staff, but also in a range of awards, including “Oregon's 100 Best Companies to Work For,” “Excellence in Family Business” from Oregon State University, and “Best Large Company” from the Grants Pass and Josephine County Chamber of Commerce. This position is an excellent opportunity for a professional who combines technical expertise with a passion for service. As Ausland Group's Accounting Controller, you will oversee the company's financial systems and play a central role in ensuring accuracy, transparency, and accountability. You will also help shape the financial processes that support our ongoing growth and impact. Beyond technical proficiency, we're looking for someone who excels at mentoring others, building strong internal controls, and collaborating across disciplines. You'll work closely with a talented team of architects, engineers, and construction professionals to align financial strategy with project execution and client success. PRIMARY FUNCTIONS: Responsible for internal accounting controls, financial reporting, compliance, and overall leadership of accounting and compliance team. JOB DUTIES: Financial and Managerial Accounting Develop and maintain a system of accounting policies and controls Oversee the operations of the accounting department Ensure compliance with generally accepted accounting principles Manage work in process revenue recognition Ensure timely and relevant financial and managerial statements and reporting Manage production of the corporate budget and forecasts Treasury Forecast cash flow positions, related borrowing needs, and available funds for investment Arrange for debt financing and investment of surplus capital Compliance Coordinate with external accountants for annual financial statement review and tax preparation Monitor debt levels and compliance with debt covenants Comply with regulatory tax reporting requirements and filings Risk Management Lead banking, CPA, insurance, and surety relationships Ensure that record keeping meets regulatory requirements Maintain relations with external auditors and investigate their findings and recommendations Oversee the preparation of required corporate annual reporting Minimum Experience & Credentials: 5 years of construction industry controller specific experience Proficiency with industry specific software BS in accounting, finance, business administration or a related field, from an AACSB accredited college or university Valid driver's license and reasonable driving record Physical Requirements: Ability to lift and move up to 20 lbs. occasionally. Sitting (or driving) in a normal seated position for extended periods of time. Reaching by extending hand(s) or arm(s) in any direction. Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), i.e.: using a keyboard. Communication using the spoken word. Ability to see within normal parameters, to hear within normal range and to move about Pay Scale $100,000 - $140,000 DOE AUSLAND'S VISION To bring world class development, locally scaled for our community. CORE VALUES Integration, Innovation, Resourcefulness and Tenacity. EEO STATEMENT Ausland is an equal opportunity employer. We revel diversity and are committed to creating an inclusive environment for all employees. If you need assistance or accommodation, please contact Ausland at ************. APPLY HERE: *********************************************************************

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.

Title Controller Reports to Chief Financial Officer Supervises Finance/Travel and Finance/Accounts Payable Salary $95k-$125k/DOE Classifications Non-Exempt Full Time Non-Entry Level Date Posted October 29, 2025 11:20 AM Closing date Open until filled Under the direction of the Chief Finance Officer (CFO), the Controller directs the Tribe's governmental accounting and procurement functions for the government. This position's primary responsibility is to maintain the Tribe's books and records under generally accepted accounting principles continuously striving to adopt best practices. This position assists the CFO with the financial and grant audits, preparation of internal financial reports, preparation of annual operating and capital budgets. This position oversees either directly or indirectly through subordinate staffing all the following operational accounting functions: general ledger, fixed assets, payroll processing, accounts receivable, accounts payable and grant & program cost accounting. The Controller leads and directs the work of the accounting staff providing expertise in governmental accounting with a strong understanding of internal controls and public policy protocols. Responsibilities 1.Coordinates the internal controls for the Accounting department. 2.Processes budget appropriation entries into computerized accounting software program andtrack modifications and carry forwards at fiscal year-end. 3.Works with program directors if modifications are needed to ensure grant restrictions areremoved, grant fully expended, or time extension needed. 4.Prepares financial reports according to contract/grant terms and conditions, obtains narrativereports from Tribal departments and programs, and submits these reports tocontracting/granting entities. 5.Prepares and implements requests for advances and reimbursements (draw-downs); followsup with fiscal department, contracting/granting entities to ensure that such requests have beenapproved, processed, received, and coded correctly. 6.Reviews budgets monthly and notifies program directors of overspent and underspent grantamounts. 7.Oversees calculation and posting of indirect cost entries according to grant terms andconditions 8.Assists CFO in preparing for annual tribal audit and other projects as needed. 9.Cross-trained in other areas of finance department and assists with backup when necessary. 10.Available for local and out of the area travel as required for job related training. Attends allrequired meetings and functions. 11. Establishes and implements Accounting Departmental goals, objectives, policies, and operating procedures and month end closing procedures. 12. Assists in development and preparation of Tribal Government annual and long-term budget. 13. Monitor sand analyzes monthly operating results against budget. 14. Performs special projects and other responsibilities, tasks, or duties as requested. 15. Ensures the application of the principles and practices of general, enterprise and governmental accounting including financial statement preparation and methods of financial control and reporting. 16. Ensures compliance with the Laws and regulations relating to the financial administration of the Tribe. 17. Generally Accepted Accounting Principles (GAAP) and Governmental Accounting and Standards Board (GASB) accounting standards and requirements. 18. Assist independent auditors as required. 19. Other duties as assigned Standard Conduct * Adheres to Tribe's and Program's confidentiality and personnel policies. * Be available for local and out of the area travel as required for job related training and various activities. * Attends all required meetings, trainings and functions. * Be polite and maintain a priority system in accepting other job-related duties as assigned. Qualifications * Demonstrated ability to work effectively with Native American youth and family members in culturally diverse environments. * Displays the ability to establish and maintain harmonious working relationships with other employees and the public. * Demonstrates the ability to manage time well and work under stressful conditions with an even temperament. * Demonstrated ability to understand and follow oral and written instructions. Additional Qualifications 1. Graduation from a four-year college or university with a major in accounting, finance, business administration or a closely related field; at least seven years of progressively responsible professional accounting experience, preferably in a tribal, county or local government; or an equivalent combination of training and experience. 2. Proven ability to analyze and make sound recommendations on complex accounting data and operations. 3. Demonstrated ability to understand, interpret, explain and apply Tribal Administration policies and applicable federal laws regulating Tribal Administration financial reporting and recordkeeping. 4. Perform complicated mathematical calculations and analyses. 5. Prepare clear, concise and comprehensive financial statements, reports and written materials. 6. Exercises sound, expert and independent judgment within general policy guidelines. 7. Exercises tact and diplomacy in dealing with sensitive, complex and confidential issues. 8. Knowledge of intercompany transactions proper accounting treatment for transfers or intercompany transactions between funds and enterprises. Requirements 1. Knowledge of finance, accounting, budgeting, and cost control principles including GAAP. 2. Ability to analyze financial data and prepare financial reports, statements, and projections. 3. Working knowledge of governmental budgeting. 4. Work requires professional written and verbal communication and interpersonal skills. 5. The operations, requirements and codes of automated general ledger system. 6. Principles and practices of effective management and supervision. Tribal Preference Policy In accordance with the TERO Ordinance 93-0-01, Tribal Preference will be observed in hiring. Veteran's Preference It is the policy of the Karuk Tribe to provide preference in hiring to qualified applicants claiming Veteran's Preference who have been discharged from the United States Armed Forces with honorable or under honorable conditions. Application Instructions Ayukii! Applications will be accepted by the Human Resource Department (Open until filled unless indicated there is a closing date.) Please direct questions to the Human Resources Manager, Lisa Henderson at her cell at **************. Or by email at: ***********************. To automatically submit your application please click

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Asante is seeking a Manager of Finance (Accounting) to lead and oversee the operations of our financial departments. This role is responsible for managing staff and processes across Accounting, Accounts Payable, Payroll, General Ledger, Audit, Budget, and external reporting for all Asante entities. The ideal candidate will bring strong leadership, technical expertise, and a collaborative spirit to drive financial excellence and compliance. Key Responsibilities * Lead and develop accounting staff through mentoring, goal setting, coaching, and performance evaluations. * Foster a culture of teamwork, recognition, and continuous improvement. * Ensure timely and accurate financial reporting and compliance with internal and external standards. * Manage General Ledger processes to provide overall direction for priorities and goals. Serve as a technical resource for staff and review work products to support reliance on output by both internal and external users of financial information. * Oversee staff review and/or reconciliation of system-generated reports to ensure timeliness and follow-up on identified problems Qualifications Required: * Bachelor's degree in finance, accounting, or related field. * Minimum of 8 years of progressively responsible finance experience, preferably in healthcare. * Strong working knowledge of accounting, accounts payable, and payroll. * Proven leadership experience. Preferred: * Master's degree in finance, accounting, or related field. * CPA (Certified Public Accountant) designation. Total Rewards Package: * Earn a competitive and progressive salary * Benefit from health plans that are focused on health and wellness including medical, dental, vision and wellness beginning within 30 days of hire * On-call employees may receive an additional 15% for flexibility * Plan for your future with a retirement package that includes up to 6% employer contribution * Experience a healthy work-life balance with our generous earned time off (ETO) * Continue to enhance your education through our tuition reimbursement and tuition repayment plans At Asante, we are guided by our values below. Explore Asante more by visiting ********************** Excellence - Respect - Honesty - Service - Teamwork Asante is an equal opportunity employer. We are committed to employ and advance in employment women, minorities, qualified individuals with disabilities and protected veterans.

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth. Position Summary: Your Impact (Essential Duties): Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements Identify material misstatements and evaluate inconsistencies in financial reports Prepare client cash flow forecasts and monitor engagement performance against budgets Analyze organizational structures and financial impacts to ensure accurate accounting Train and review work for associates, providing constructive feedback to foster growth Communicate effectively with team members and clients to address project statuses and inquiries Contribute to team efforts through collaboration, volunteering support, and knowledge sharing Participate in professional development through training sessions and independent learning Manage multiple engagements and prioritize tasks to meet deadlines Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity Your Background: 3-5 years of experience in general accounting CPA license or eligible (preferred) Bachelor's degree in accounting or related field Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks Proficiency in learning and using accounting software and related tools Excellent verbal and written communication skills for collaboration and client interactions Strong organizational skills and attention to detail Accurate mathematical and financial analysis skills Ability to work independently while also coaching newer team members and seeking support from leadership as needed Analytical thinking to identify and address inconsistencies in financial reporting Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties Proactive approach to delivering a high-quality customer experience in a multi-client environment Full-time commitment and flexibility to work beyond regular hours to meet team deadlines Why Choose Us? At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that. What We Offer: Generous paid time off Comprehensive medical, dental, and vision coverage, plus life and disability insurance 401(k) retirement savings plan Paid holidays, including a firmwide winter break (December 24 - January 1) Paid parental leave (available after one year of service) Mentorship and career development programs CPA exam support to help you succeed on the path to licensure Firm-sponsored events and spontaneous team activities Celebrations to mark milestones like the end of busy season and the holidays © 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.